Hard Money Lending in Real Estate w/ Mike Bonn of The Cash Flow Company
Have you thought about becoming a hard money lender for a real estate fix and flip? In this week’s episode, I talked with Mike Bonn from The Cash Flow Company to learn his business model for short-term lending secured by real-estate. This alternative investment strategy puts you in the seat of the lender while keeping things straightforward and secured by real assets.
The Surprising Habits and Traits of the Millionaire Next Door
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.
The In's & Out's of 1031 Exchanges w/ Michael Velasco
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.
Putting It All Together: 1031 Strategies You Can Use
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.
How to Earn Passive Royalties from Oil & Gas with Mineral Rights. Jace Graham w/ Rising Phoenix
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.
A New Asset Class: Franchise Investing for Everyday Investors w/ Kenny Rose of FranShares
Kenny Rose, founder and CEO of FranShares, joins us to discuss an innovative investment opportunity: investing in franchises as an alternative asset class.
Meet the Architect of the JOBS Act & How Crowdfunding Has Changed Capital w/ Woodie Neiss
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.
You Need To Rethink How You Invest Your Money: My "New" Allocation
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.