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All Episodes

Investing for Generational Wealth — 81 episodes

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1

EP. 81 - Strategic Legal Planning For Sustainable Small Business Growth

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EP. 80 - Tax-Smart Wealth Building (Harvesting, Asset Location, Charitable Strategies)

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EP. 79 - The Wealth Strategies Hidden in Plain Sight

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EP. 77 - Inside the Minds of $10M Fund Managers

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EP. 78 - $10M Raised & What's Next: Clive Capital Q1 2026 Update

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EP. 76 - The Case for More Conflict, Not Less, When Talking About Wealth with Jeffrey Condren

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EP. 75- Diversifying into Private Equity using Retirement Monies with Henry Yoshida

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EP. 74 - The Tax Playbook for Entrepreneurs Building Generational Wealth with Mike Milligan

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EP. 73 - 401(k) Optimization — Maximizing Tax Deductions & Employee Benefits with Paul Sippil

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EP. 72 - Hidden Fees and Precautions for Syndication Investors with Richard Crouch

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EP. 71 - Why Mobile Home Park Investing Is Recession-Proof | Jack Martin (52TEN)

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EP. 70 – Long-Term Care Planning: What to Consider & Avoid | Raymond Lavine

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EP. 69 - From Corporate to Freedom: Brian Herriot’s Blueprint for a Life You Control

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EP. 68 - Financial Independence & Retiring Early (FIRE)

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EP. 67 - Stop Overpaying Taxes: Invest in Oil & Gas Projects

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EP. 66 - Investing in a Visa or Green Card in Real Estate, Oil and Gas and More with Joel Yanovich

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EP. 65 - There’s a Better Way to Invest Than to Buy Residential Real Estate with Keshav Kolur

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EP. 64 - Making the Switch to Truly Passive Investments with Clint Harris

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EP. 63 - Transitioning from Rental & Other Income into Real Estate Syndication with Lane Kawaoka

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EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau

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EP. 61 - Financial Independence via Passive Income with Keshav Kolur

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EP. 60 - Creating Passive Income & Long-Term Wealth Through Real Estate with Vinki Loomba

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EP. 59 - Building a Balanced Private Equity Portfolio for Every Life Stage with Keshav Kolur

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EP. 58 - Analytical Methods for Predicting Future Market Behavior with Cary Artac

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EP. 57 - How to Vet Deals, Sponsors, and Partners as a Passive Investor with Wayne Courreges III

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EP. 56 - Building Wealth Through Smart Debt, Passive Income & Legacy Strategies with Alan Franks CFP

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EP. 55 - 5 Part Framework to Vet Sponsors with Spencer Hilligoss

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EP. 54 - How Corporate & Tech Professionals Can Build Wealth Through Multifamily with John Casmon

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EP. 53 - Alternative Asset Strategies: Tailoring Real Estate Funds to Investor Goals w/ Sean O'Dowd

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EP. 52 - Passive Investment in Retail Shopping Plazas with Manish Pushye

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EP. 51 - How to Develop a Residential Project: Multifamily vs Single Family with Eugene Gershman

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EP. 50 - Alternative Cash Options for Passive Income to Build Generational Wealth with Tom Suvansri

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EP. 49 - Fueling Wealth How Oil and Gas Investments Can Reduce Taxes and Deliver Monthly Cash Flow with Courtney Moeller

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EP. 48 - Using Your Retirement Funds to Passively Invest into Private Equity with Scott Maurer

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EP. 47 - Investing in Self Storage and Mobile Home / RV Parks Webinar with Gabriel Petersen

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EP. 46 - The Benefits and Risk of Multifamily Syndication with Aaron Thomas

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EP. 45 - Acquiring Your First Apartment Complex with Leslie Awasom

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EP. 44 - Master Land Flipping with Mike Deaton

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EP. 43: Investing in RV Campgrounds with Don Spafford

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EP. 42: Multifamily Investments - From a Brokerage Perspective with Reid Bennett

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EP. 41: Choosing the Right Operator: Questions and Trusting Your Gut with Ben Nelson

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EP. 40: The State of Apartments in Arizona with Jason Beakley

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EP. 39: Discipline and Determination in Business and Real Estate with Igor Shaltanov

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EP. 38: Construction Brat to Multifamily Millionaire with Sharon Riddle

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EP. 37: How Real Estate can Help You Retire Confidently with Michael Parks

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EP. 36: Why Relationships are more Important than Money with Joel Friedland

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EP. 35 - The Commercial Office Market is Not Dead with Stewart Heath

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EP. 34: 6 steps to 6 Figures of Passive Income with Justin Moy

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EP. 33: Passive Income through Vending Machines with Mike Hoffman

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EP. 32: Fire Your Banker: Alternatives to Bank Funds and Hard Money with Jay Conner

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EP. 31: Land Entitlement with Brandon Cobb

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EP. 30: Why Should I Invest Outside of the Stock Market with Keshav Kolur

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EP. 29: Demystifying Sales Funnels & Practical Marketing Automation For Real Estate Investors with Jason Wright

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EP. 28: Capital Raising Structures with Randy Smith

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EP. 27: Net Lease Commercial Real Estate Investments with Dan Lewkowicz

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EP. 26: From 0 to 900+ apts, 500+ homes, and more in 2 years with Keshav Kolur

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EP. 25: How to Raise Private Capital for Real Estate with Mathew Owens

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EP. 24: Managing Property Managers for Multifamily Properties with Christopher Lento

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EP. 23: Choosing a Market with George Roberts III

60

EP. 22: Why Syndications might be right for you with Bryan Escudero

61

EP. 21: Switching from being a Passive Investor to an Active Investor with K. Trevor Thompson

62

EP. 20: Wealth Literacy: Financial Freedom Formula with Monick Halm

63

EP. 19: Creating a Fully Diversified Investment Portfolio with Eric Tait

64

EP. 18: Top 15 Metrics When Underwriting a Multifamily Property with Kay Kay Singh

65

EP. 17: Confession of a Real Estate Broker with Logan Freeman

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EP. 16: Navigating Current Market Volatility in the Built-to-Rent Sector with Ray Mazzie

67

EP. 15: How Investing in Real Estate Reduces Taxes with Brandon Hall

68

EP. 14: Investing Out of State with Jennifer Beadles

69

EP. 13: Passive Investors: What to Expect from Sponsors with Andy Mcmullen

70

EP. 12: 4 Strategies for Passive Investors in 2023 and 2024 with Daniel Holmlund

71

EP. 11: Is Commercial Retail Real Estate Dead with Michael J. Flight

72

EP. 10: Investing in Mobile Home Parks with Daniel Weisfield

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EP. 9: Investing in Private Money Lending with Kevin Amolsch Part 2

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EP. 8: Investing in Private Money Lending with Kevin Amolsch Part 1

75

EP. 7: Investing in Texas Vineyards with Keeley Hubbard

76

EP. 6: Landlording Made Simple with Mike Butler

77

EP. 5: Commercial Real Estate Capital Markets with Edward Gray

78

EP. 4: How to Evaluate Passive Investments with Justin Smith

79

EP. 3: Introduction to BTR with Andy Mcmullen

80

EP. 2: Investing in Boutique Hotels and Short Term Rentals with Diya Liu

81

EP. 1: Investing in Water with Ryland Moore