Sinopsis
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.
Episodios
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Episode 298: Accelerating Success in Real Estate Investing, with Edward Rushing
04/12/2024 Duración: 39minBuddy Rushing is a former Marine Officer stationed at Camp Pendleton, California. He is a 2004 graduate of the United States Naval Academy, earning a degree in Aerospace Engineering (if you can believe it). In the 15 years since then, he has traveled around the world, leading Marines in training operations in Okinawa, Thailand, Philippines, South Korea, Guam and Bridgeport, as well as four deployments to Southeast Asia and Afghanistan. What You Will Learn: Who is Edward Rushing? Edward emphasizes the importance of perseverance and the mindset of never giving up, regardless of challenges. Edward shares that hard work and refusing to quit are essential for overcoming obstacles. What is the difference between a poverty mindset and an abundance mindset? What steps did he take to shift from a poverty mindset to an abundance mindset? What are the main branches of the White Feather organization, and how do they support veterans? How does he envision expanding the reach of White Feather in the future?
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Episode 297: Building Equity Through Fractional Ownership, with Frank Rohde
29/11/2024 Duración: 39minFrank is a 3x entrepreneur with a passion for the intersection of fintech and math. Frank originally hails from Germany. Early attempts at becoming a child prodigy violinist were unsuccessful which forced his parents to abandon any hope or supervision. Left to his own, Frank quickly became famous for wrestling rattlesnakes and kayaking. His sister meanwhile became a child prodigy violinist. Looking for a brighter future, Frank moved to California where his first job was a choice between watering marijuana plants in the Northern California mountains or building a neural network-based prediction engine for horse racing results. Ever focused on doing the right thing, he built the neural network for horse racing. Several other lucky turns led him to stay in the US and eventually graduate from the Wharton School at the University of Pennsylvania with a BS in Economics. Since then, he’s been a consultant at Oliver Wyman, started an online insurance company, spent 4 years at FICO, and grew Nomis from
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Episode 296: Preparing for Financial Fluctuations with Brian J. Esposito
27/11/2024 Duración: 41minBrian J. Esposito, a luminary in the corporate world, has been consecutively ranked among the top 10 CEOs globally in 2020, 2021, and 2022, as acknowledged by The World CEO Rankings Awards, organized by Adria Management, LLC. As the visionary founder and CEO of Esposito Intellectual Enterprises, LLC (EIE), he helms an expansive empire comprising over 110 entities and 200+ joint ventures, with a dynamic presence across 25+ diverse industries worldwide. In 2021, Esposito's prowess was further highlighted when he was honored as one of the Top 100 People in Real Estate. This accolade was closely followed in 2022 & 2023, where he was celebrated as one of the Top 100 Innovators and Entrepreneurs, underscoring his exceptional entrepreneurial spirit and innovative mindset. Esposito's profound expertise and triumphant track record extend across both private and public sectors. He is renowned for his strategic acumen in building companies and brands that are not only successful but also financially robust, boasting
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Episode 295: Understanding the Value of Tax Advisory for Investors, with Spencer Hilligoss
19/11/2024 Duración: 35minSpencer Hilligoss is a passive investor who has deployed 7-figures of his own capital into passive investments in the past 6 years. In 2019, Spencer retired from a 13-year career in Silicon Valley tech companies in order to give full focus to serving fellow investors in Madison Investing - a club where passive investors gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash flowing assets like self-storage, rentals, multifamily, ATMs. Spencer lives with his family in Alameda, California - is a proud father of two, graduate of the University of Colorado and member of the Forbes Business Council. What You Will Learn: Who is Spencer Hilligoss? What inspired Spencer to transition from a tech career to real estate investing? How did growing up in a broker household influence Spencer's career choices? What key factors led Spencer to leave a high-stress tech job for passive investing? How has your work-life balance changed since transitioning t
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Episode 294: Exploring Strategies for Growing Passive Income Streams, with Kyle Reedstrom
15/11/2024 Duración: 41minKyle has been in the real estate game since 2015, helping people buy and sell houses while also developing his interest in real estate investing. Kyle currently resides in West Fargo, ND, where he and his family enjoy their home on four acres of land just west of town. When his wife, Hayleigh, daughter, Rosie, son, Wesley, and two golden retrievers, Piper and Gracie, are not enjoying the property, you can find them spending quality time at their family's lake home in South Dakota, skiing in the mountains of Montana, or enjoying the Arizona sunshine during the winter months. Outdoor activity, travel, hunting, and recreation have become apriority for Kyle and his family as they've chased the life they've always wanted to live. What You Will Learn: Who is Kyle Reedstrom? Kyle shares his background and journey from being an engineer to becoming a real estate investor. What are the strategies for increasing rent and enhancing property value through renovations? What are the benefits of midterm rentals for
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Episode 293: Exploring Real Estate Opportunities, with Brandon Cobb
13/11/2024 Duración: 41minBrandon was a former medical device sales rep before becoming a fund manager in TN managing 22 Million+ of new development annually in entry level first time home buyer housing and build to rent communities. He was featured on the cover of REI Wealth magazine, Realty 411 Magazine, and has been quoted and published in Forbes magazine. What You Will Learn: Who is Brandon Cobb? Brandon shares his journey from working in medical device sales to becoming an entrepreneur and real estate investor. How did he evolve his business model over time? How does collaborating with local planning commissions and mayors help identify community needs and develop effective housing solutions? What are the several strategies for land acquisition and development? Brandon discusses the need for a structured hiring process to avoid costly hiring mistakes. Why is aligning new hires with a company's values like growth, humility, integrity, and ownership important? What are the key elements of a thorough and respectful h
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Episode 292: Turning Compassion into Community Impact, with Robb Munger
08/11/2024 Duración: 46minRobb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need. A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible dif
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Episode 291: Inspiring Cash Flow Journeys and Personal Resilience, with Darin Davis
06/11/2024 Duración: 40minDarin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Darin has a foundational commitment to learning and firmly believes you will grow and prevail with education and execution. Along with his two children, he launched The Never Quit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. The organization’s mission is to broadly educate young adults on the power of passive cash flow for income and prepare financially for a potential crisis in healthcare costs.
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Episode 290: Exploring Hard Money Lending and Real Estate Investment Strategies, with Jason Balin
29/10/2024 Duración: 42minJason Balin is a real estate private lender based in Maryland. He concentrates the majority of his time as a partner of Hard Money Bankers. Jason provides market knowledge in many real estate asset classes from personally investing in private notes, residential houses, office, multi-family and self-storage projects. He has written 3 books and currently hosts 2 podcasts: Private Lenders Podcast and Real Estate Reserve Podcast. Jason also runs a mastermind group helping other private lenders grow their own hard money companies called HardMoneyMastermind.com What You Will Learn: Who is Jason Balin? Jason shares his early experiences with real estate, including house flipping and working as a mortgage broker. After realizing he preferred lending over flipping houses, Jason co-founded Hard Money Bankers in 2007. What are the challenges and rewards of house flipping versus lending? Jason explains how economic fluctuations affect real estate investing and lending practices. What is the importance of conv
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Episode 289: Building and Protecting Generational Wealth, with Whitney Elkins-Hutten
25/10/2024 Duración: 40minWhitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate. What You Will Learn: Who is Whitney Elkins-Hutten? Whitney's diverse educational background, transitioning from public health to real estate. Whitney shares her first experience in real estate in 2002 when she bought a house that needed significant rehab. How her initial investment turned profitable, leading to a realization about financial independence. The importance of understanding one's identity and impact in the w
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Episode 288: Smart Investing in Real Estate, with Brian Davis
23/10/2024 Duración: 39minBrian Davis is a real estate investor, personal finance writer, and cofounder of SparkRental with over two decades in the real estate and finance industries. He owns fractional shares in over 2,000 units, and regularly contributes as a real estate and personal finance expert for BiggerPockets, Inman, Best Ever Real Estate, R.E.tipster and more. Along with his wife and daughter, he spends most of the year overseas living by his own rules. He loves hiking, cooking, pairing wine with said cooking, scuba diving, and occasionally surfing (badly). Most of all, he loves showing others how they too can create their ideal lives through real estate investing and lifestyle design. What You Will Learn: Who is Brian Davis? Brian shares his transition from college to a career in the mortgage industry. His experience in subprime mortgage lending and eventual pivot to hard money loans for real estate investors. Personal impact of the 2008 financial crisis, including significant financial losses. Brian’s decision t
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Episode 287: Navigating Land Investing for Infinite Returns, with Mark Podolsky
18/10/2024 Duración: 38minMark is the owner of Frontier Properties, a highly successful land investment company. With over 6,000 raw land deals completed since 2001, Mark is widely recognized as the country's most trusted authority on buying and selling undeveloped land within the United States. His book, "Dirt Rich," serves as the ultimate guide to building passive income through raw land investments. Mark can share insights on how investing in raw land offers a simpler and more lucrative approach compared to traditional real estate. Listeners will discover the secrets to achieving total freedom by growing their net worth, increasing cash flow, and minimizing labor through passive income strategies. What You Will Learn: Who is Mark Podolsky? Mark shares his background as an investment banker specializing in mergers and acquisitions. How did he learn land investing? Mark shares his first land investing experience. Advantages of land investing over traditional real estate. Mark shares his frustrations with managing traditional real es
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Episode 286: Achieving Freedom Through Real Estate, with Ian Horowitz
15/10/2024 Duración: 38minSince his first rental property purchase in 2012, Ian has broadened his involvement in real estate with property flipping, providing housing for subsidized tenants and now working actively in the self-storage industry. Currently Ian and Team own and operate 700k SF of Self Storage, 250 rental units and industrial sites. He’s excited that he has earned his retirement from firefighting to be fully engaged with his family and in the company he co-founded with Daniel Mathe, Equity Warehouse. Ian is a licensed private pilot and enjoys his free time in the skies. What You Will Learn: Who is Ian Horowitz? Ian emphasizes the significance of investing in real estate as a means to achieve financial freedom. Ian’s transition from being a fireman to becoming a real estate investor. The notion of earning money passively while wanting to spend more time with family is discussed. What are the risks associated with long-term employment, particularly in politically charged jobs like firefighting, and the potential
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Episode 285: Building Skills and Resources for Success, with Kristi Service Nowrouzi
11/10/2024 Duración: 46minKristi Service Nowrouzi has been in the real estate industry since she was 17 years old. Starting off as a part time receptionist at a very busy real estate office in her hometown, she quickly learned the ins and outs of the business. Just after high school, she got her real estate license with the intention of selling real estate. Unfortunately, self doubt and excuses got in the way and so Kristi went into property management. Fast forward a few years, she got her mortgage license and was a loan officer for 6 years until the global financial crash in 2008, where she pivoted into negotiating short sales for 4 years. Kristi also worked as a Realtor with Keller Williams and then a boutique firm in downtown Sarasota, FL. She knows just how difficult it can be to procure a lead and then bring that lead to a successful closing. Fast forward to current day, Kristi has over 12 years experience originating mortgage loans and partnering with Realtors, Divorce Attorneys, Financial Advisors and CPAs to serve their clien
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Episode 284: Unlocking Wealth Through Smart Financial Strategies, with Shauna A. Wekherlien
09/10/2024 Duración: 34minShauna A. Wekherlien, CPA, MTax, CTC, CTS is a two-time published author and the Founder of Tax Goddess Business Services. Tax Goddess is a fully digital firm with a skilled team of over 65 people worldwide that have saved their clients over $1 billion in taxes. Shauna advises business owners, investors, and entrepreneurs to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. She is ranked in the top 1% of Tax Strategists in the USA and has been featured on many platforms, including Forbes, CNN Money, Entrepreneur, CBS, FOX, ABC, and others. What You Will Learn: Who is Shauna A. Wekherlien? How she transitioned from studying astrophysics to tax consulting. Shauna explains how she fell in love with the intricacies of tax law and strategy, comparing it to a chess game. The importance of tailoring tax strategies to individual circumstances, such as marital status and family situation. Shauna explains that the tax code allows smaller businesses an
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Episode 283: Strategic Planning for Business Owners, with Joe LoPresti
04/10/2024 Duración: 36minJoseph F. LoPresti is the seasoned founder of Arlington Wealth Management, with 39 years in the financial services industry and a history spanning more than two decades at the helm of his firm. Joe’s journey into finance is deeply rooted in his family’s legacy of perseverance and success. Married for 33 years, Joe is a proud father of three daughters who share his enthusiasm for life and the wine making tradition inherited from their ancestors. His career, shaped by a critical view of Wall Street’s sales-dominated culture, forged a new path that led him to develop a proprietary investment methodology. His deep conviction that hard-earned wealth should be actively safeguarded has become the cornerstone of his unique client relationships centered around achieving security, prosperity, and peace of mind. Joe’s passion for financial literacy inspires his multifaceted contributions to investor education, including radio segments, course teachings at local colleges, and the foundation of the Investor Education
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Episode 282: Building a Legacy of Contribution in Real Estate, with Rosie Rourke
30/09/2024 Duración: 33minRosie Rourke is a dedicated wife and mother of two boys, Jordan and Tony, who also leads one of the top-producing real estate teams at Keller Williams MTS. With a career that began in 1996, Rosie has built a reputation for exceptional customer service and a remarkable track record in both buying and selling properties throughout the Northwest. Her passion for her clients shines through, and she is often asked if she is as happy as she appears; the answer is a resounding yes! Helping people achieve their real estate dreams is what drives her. Rosie has been honored with the prestigious “Five-Star Best Client Satisfaction” award, emphasizing her commitment to attentive, responsive service tailored to each client’s unique needs. In recognition of her contributions to the community, King County Councilman Reagan Dunn declared October 31st as Rosie Rourke Day in 2020. Despite over 25 years in the industry, Rosie continuously seeks new ways to enhance her service, proudly holding a Level 3 Graduate certification
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Episode 281: Building Meaningful Connections, with Lauren Shippy
25/09/2024 Duración: 37minLauren Shippy is an entrepreneur with a background in operations, marketing and strategy, driving results and mapping out a path forward for many organizations. She has worked for multiple start ups over the years, assuming the role of COO early in her career. Lauren co-founded a family investment office out of Philadelphia, DeSimone Group Investments in 2012, which allowed her to be a part of building, evaluating and consulting with startups across multiple sectors. Lauren now practices doing what she loves every day - providing through StoryWork, her own consulting agency, founded in leads with Jean Boen Roberts and Lauren loves to share her thought leadership through The Strategy authored her first book, Seen, Known + Heard (coming soon). Lauren truly has a passion for identifying the underlying dynamics of people, products and chains to create new markets for companies. To her, StoryWork is more than just a provider of marketing, leadership and strategy services, it’s a platform of curated and nonpr
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Episode 280: Enhancing Real Estate Success Through Education and Community Engagement, with Kristi Nowrouzi
18/09/2024 Duración: 22minKristi Service Nowrouzi has been in the real estate industry since she was 17 years old. Starting off as a part time receptionist at a very busy real estate office in her hometown, she quickly learned the ins and outs of the business. Just after high school, she got her real estate license with the intention of selling real estate. Unfortunately, self doubt and excuses got in the way and so Kristi went into property management. Fast forward a few years, she got her mortgage license and was a loan officer for 6 years until the global financial crash in 2008, where she pivoted into negotiating short sales for 4 years. Kristi also worked as a Realtor with Keller Williams and then a boutique firm in downtown Sarasota, FL. She knows just how difficult it can be to procure a lead and then bring that lead to a successful closing. Fast forward to current day, Kristi has over 12 years experience originating mortgage loans and partnering with Realtors, Divorce Attorneys, Financial Advisors and CPAs to serve their clien
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Episode 279: Navigating Challenges and Exploring Opportunities, with Michele Harrington
10/09/2024 Duración: 33minMichele, a New Jersey native, made her way to California during her enlistment in the United States Marine Corps, where she served as a C-130 aircraft mechanic at Marine Corps Air Station El Toro. Post-enlistment, Michele pursued her education at Chapman University in Orange, CA, self-funding her academic journey. What You Will Learn: Who is Michele Harrington? Michelle's time in the United States Marine Corps and the desire for more control over her career and lifestyle. She went from starting her own company (Star Real Estate) to becoming CEO of First Team, a large brokerage in Southern California. The challenges and changes in the real estate market, especially during economic downturns. Michele shares her personal preference for building a company over traditional selling and her experiences with real estate investing. The importance of foundational beliefs and technology in establishing a real estate business. The balance between management responsibilities and production capabilities in a