Learn the habits and mindset of financially comfortable people that set them apart from everyone else. As I've worked with clients over the years, I've had the privilege of working with many "millionaires next door" — the people who aren’t flashy, but are intentional about their spending, saving, and how they view money. 

Today we talk the ins and outs of 1031 exchanges—a powerful real estate tool that lets investors defer taxes when selling investment or business property. Michael Velasco, founder and qualified intermediary of Exchangeable, and one of only around 120 certified exchange specialists nationwide.

If you’re tired of managing properties or just looking for smarter ways to grow your wealth, this episode is for you. In this solo episode, I discuss 1031 exchange strategies that don't include rolling your investment into the same kind of real estate.

If you’ve ever wondered how you can generate passive “mailbox money” from the energy sector, or if you’re looking for creative 1031 exchange opportunities, this episode is for you. Jace Graham, a fourth-generation oil & gas expert and CEO and Founder of Rising Phoenix Capital joins us to explain how mineral rights work and how his team acquires off-market mineral rights.

Kenny Rose, founder and CEO of FranShares, joins us to discuss an innovative investment opportunity: investing in franchises as an alternative asset class.

I sat down with Sherwood “Woodie” Neiss—the policy architect behind the JOBS Act and author of Investomers. Woodie shared how investment crowdfunding is giving startups and retail investors a new path forward, bypassing traditional venture capitalists.

I think it's time we rethink our portfolios, especially from that 60/40 recommendation of the past. In this episode, I talk about why it’s time to add 20-30% in alternative investments—think real estate, lending funds, and even franchises—to balance your growth and give you more control. 

If you’re interested in multifamily real estate investing  with a manager who truly does things differently, this one’s worth your time! There are HUNDREDS of multifamily (apts) investors out there, but this one stands out.