My guest in this episode is Anthony Clervi. He is an entrepreneur and growth expert and managing director at Una, a company that helps businesses optimize a procurement strategy through group purchasing.

Interview Links:

Anthony Clervi

Una Website

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Create A Strategy

Become The Bank

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My guest in this episode is Rachel Jensen.  Rachel is the Vice President of Sales & Marketing for ECI Development, a regional development company based throughout Latin America in Costa Rica, Belize, Panama and Nicaragua. From the ground up, she has built and grown the sales and marketing department at the Grand Baymen community.

In addition, Rachel structured the Teak for Residency Program in both Panama and Nicaragua to assist those looking to pair up a residency with alternative options outside of their home countries.

Interview Links

Teak Report

Belize

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Create A Strategy

Become The Bank

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In this episode, M.C. Laubscher shares an update on the health crisis and the unfolding economic crisis and he also shares some thoughts and ideas on how you can unlock the vault of opportunities in the post reset economy.

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Create A Strategy

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My guest in this episode is Maureen McCann. Maureen is the VP of Sales and Marketing at Spartan Invest and brings with her years of sales and marketing experience in the turnkey marketplace. Having served as an Investment Property coach for years, Maureen is skilled at helping clients build turnkey cash flow portfolios for her clients. Maureen has helped hundreds of investors build the type of rental portfolios necessary to reach their short-term & long-term monthly passive income goals. Investing in turn-key real estate for long-term wealth generation is something Maureen understands intimately.

Interview Links

Spartan Invest

Resources:

Create A Strategy

Become The Bank

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My guest in this episode is a legendary investor, and returning guest, Jim Rogers. Jim Rogers is the Chairman of Rogers Holdings and Beeland Interests, Inc. He was the co-founder of the Quantum Fund and Soros Fund Management and he was also the creator of the Rogers International Commodities Index.

He currently lives in Singapore.

Interview Links:

Resources:

Create A Strategy

Become The Bank

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My guest in this episode is Matthew Pillmore. Matthew is an expert on building cash flow, even during the pandemic.  His YouTube channel VIPFinancialEd has grown to over 200,000 subscribers where he teaches cutting edge strategies for ordinary consumers and business owners to achieve extraordinary wealth.

Interview Links:

VIP Financial Website

VIP Financial Youtube Channel

Cashflow Cruncher Calculator

Free Coaching Session

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Create A Strategy

Become The Bank

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My guest in this episode is Corinn Altomare. Corrin is a classically trained musician turned real estate investor: she spent 13 years in music, 5 years in IT project management, and 8 years in multi-family real estate before most recently pivoting to self-storage. Her company maintains a portfolio of commercial and residential multifamily properties in the Philadelphia MSA, along with their self-storage facility in Lancaster County, PA.

Interview Links:

Heartfire Holdings

Syndicated Insider

Resources:

Create A Strategy

Become The Bank

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My guest in this episode is David Ounanian. David is a real estate agent and investor in St. Louis, MO. A former full-time corporate software engineer turned full-time entrepreneur after becoming obsessed with escaping a dreaded 9 to 5 and determined to make financial freedom a reality for him and his family of 4. David’s first company, Transform St. Louis LLC, is mission-based aiming to have a significant positive impact on the community, while being self-sustaining generating profits from its “WE BUY HOUSES” tag line service. When David started this business in late 2017, he quickly realized the joke was on him as he needed to transform himself before his company could make an external impact in the community. From losing thousands of dollars on the first flip, to David’s lifelong personal fear of public speaking, there’s been plenty of challenges to overcome.

David has become incredibly persistent and growth minded with all aspects of his life including facing his fears, and has established himself as a motivational speaker at local REIAs and corporate offices. This public speaking platform has allowed him to support the campaign to #eliminatethewaitlist of the 1000 children at Big Brothers Big Sisters waiting for volunteers. Today David and his businesses have donated over $25,000 to local charities and helped recruit over 400 volunteers to become Bigs.

David continues to grow his business doing flips, BRRRRing to build his rental portfolio, and serving his retail and investor clients. His experience has uniquely positioned him as a true investor-friendly agent who coaches his clients on successful investing strategies. Investing in real estate has been life-changing for David, and he is passionate about sharing this message and helping others start their journey of becoming financially free.

Interview Links:

Transform St. Louis

Resources:

Create A Strategy

Become The Bank

Join Our Community

My guest in this episode is THRiVE’s founder, Anna Steinberg, that believes that enabling our children to lead their best lives means that schooling has to evolve for the 21st century. The traditional system, with memorization of facts at its center, has lost value in the age of Google. When Anna discovered the freedom of an Acton Academy educational model defined by self-paced learning, the opportunity for students to discover their most precious gifts, and to launch their own businesses, this mother and entrepreneur became determined to make it a reality not only for her children, but for yours too. Anna is opening a private school for 30 students in grades 1-6, in Newtown, PA in September 2020.

Interview Links:

Thrive Action

Ted Benna was working for an insurance firm outside Philadelphia about 40 years ago when he figured out how to use an obscure provision of a 1978 tax law—section “401(k)”—and turn it into an employee retirement account for contributions from both employees and employers. He designed it as a fringe benefit for banks that wanted to save taxes when they transferred bonuses to employees. In the years since, however, it’s grown into much more—it’s now the dominant way that Americans save for retirement, helping them collectively amass trillions.

Today, he’s proud that his invention has helped millions of people prepare for retirement. But the plain-spoken Pennsylvanian now says that the accounts have an “ugly” side—primarily that they have made mutual fund companies and investment managers rich off fees that grew way too high. He’s now on a crusade to design simpler plans with lower fees that put money in the pockets of future retirees, not money managers.

Ted Benna is commonly referred to as the “father of 401(k)” because he created and gained IRS approval of the first 401(k) savings plan.

Interview Links:

401K- Forty Years Later

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My guest in this episode is Mike Bonadies. Mike is a landlord, co-owns a property management company (TerraVestra Property Management), and owns a maintenance company (Side-By-Side MRO LLC) that all specialize in serving South Jersey. Mike is passionate about helping develop and grow South Jersey. Before entering real estate he was a commercialization manager for DeWALT power tools and Sensata Technologies.

Interview Links:

Terra Vestra Rentals

My guest in this episode is Justin Fraser. Justin is an apartment syndicator and asset manager, responsible for managing multiple apartments across the country.

Interview Links:

True Multifamily

My guest in this episode is Pavel Chaploutskiy. Pavel is a multi-faceted entrepreneur, real estate investor, and a home renovation expert. He's a distributor for Jocavi Acoustic Panels and owns several companies one being Popcorn Ceiling Solution.

Interview Links:

Popcorn Ceiling Solution

In this Live Stream, I interviewed friends, partners, people I see as my mentors. The economic crisis we have been preparing for is here, and it came in a form that no one could anticipate. A global pandemic that shut down the entire global economy.

Several hurricanes are about to hit landfall at once, a medical crisis, an economic crisis, and a financial crisis that will evolve into a retirement and pension crisis.

This is an unprecedented moment in history.

You can be a victim of this or you can accept what has happened and what is about to happen and prepare, and position yourself, your family, your business and investments to not only survive with but thrive. This new world will bring opportunities and value creation opportunities that we did not even think could be possible.

We discuss, what is going on, what is coming down the road and what they are doing and what you can do to prosper.

In this Live Stream, I interviewed friends, partners, people I see as my mentors. The economic crisis we have been preparing for is here, and it came in a form that no one could anticipate. A global pandemic that shut down the entire global economy.

Several hurricanes are about to hit landfall at once, a medical crisis, an economic crisis, and a financial crisis that will evolve into a retirement and pension crisis. 

This is an unprecedented moment in history.

You can be a victim of this or you can accept what has happened and what is about to happen and prepare, and position yourself, your family, your business and investments to not only survive with but thrive. This new world will bring opportunities and value creation opportunities that we did not even think could be possible.

We discuss, what is going on, what is coming down the road and what they are doing and what you can do to prosper.

My guest in this episode is Ryan Fischer. Ryan is a self-directed IRA expert with CamaPlan and will share how you can self-direct your retirement accounts and invest in alternative assets.

Interview Links:

CamaPlan

My guest in this episode is Tim Francis. Tim is an award-winning Entrepreneur.  He’s originally from Canada and now lives in downtown Austin, Texas.

He’s been a guest lecturer at NYU in New York City, and has appeared on the Forbes and Inc Magazine websites.

His company, Profit Factory, helps Entrepreneurs become more profitable.  He does this two ways: private consulting and teaching workshops.

In his private consulting, he helps Entrepreneurs to lead more effectively, understand their financials, and make clear decisions “by the numbers.”  To date, he’s personally advised over 100 companies, even saving a handful from bankruptcy.  His biggest win so far?  In just 74 days, Timothy helped an internet company find $472,000 in pre-tax profit.  Not revenue, but $472,000 in profit.  Laughing, Tim reports, “I wish I would have charged a percentage of the upside."

Tim teaches a 3-day workshop called Know Your Numbers, which is for Entrepreneurs who hate Accounting, but want to get their financials under control.  Amidst the panic of the pandemic, he’s also released a free mini-course called Navigate the Cash Crunch, outlining the 3 steps any Entrepreneur needs to take to make it through tough times.  You can get this mini-course for free at NavigateTheCashCrunch.com.

Training - Navigate The Cash Crunch

My guest in this episode is Kevin Nichols. Kevin is the managing partner at Penumbra Solutions. Penumbra Funds invest in hundreds of Senior Life Settlement insurance policies. With a target yield in the low double digits, no market risks, no premium calls, professional management, and funds locked up safely in escrow, this might be the best investment you have never heard of!

Check out the free webinar at www.thepenumbraplan.com passcode "penumbra"

You can learn more from life settlements in episodes 118, 213, 299 401, and 471.

Penumbra Solutions Webinar

My guest in this episode is Charles Carillo.Charles is the founder and managing partner of Harborside Partners. He has invested in over $15 million worth of real estate, in several states, and has extensive knowledge in renovating and repositioning multifamily and mixed-use commercial real estate. Prior to launching Harborside Partners, Charles founded an online payment processing company with partners and clients in 4 continents across the globe. Charles holds a BS from the Connecticut State University.

Interview Links:

Harbourside Partners

In this episode, M.C. Laubscher shares why this global pandemic and economic crisis will be a great opportunity to reset, recalibrate and reinvent yourself and your business.

My guest in this episode is Annie Dickerson. Annie is a real estate investing expert with over a decade of real estate investing experience. She and her business partner Julie Lam are co-founders and managing partners of Goodegg Investments, a company that helps people invest passively in real estate syndications.

Together, they have helped hundreds of investors around the country to invest passively in commercial real estate assets in strong, growing markets.

Julie and Annie are authors of the book Investing For Good: The Surprising Strategy For Building Wealth While Also Making An Impact, co-hosts of the podcast Investing For Good, and creators of the Real Estate Accelerator (TheRealEstateAccelerator.com), a top-rated online course designed to help people learn how to scale and grow their private real estate investments.

Annie lives in Oakland, California, with her husband and 2 kids

Interview Links:

Goodegg Investments

My guests in this episode are Ashley Wilson, and Kyle Wilson. Ashley and Kyle,  are the Co-Founders & Co-Owners of Ace High Partners, Bar Down Investments, LLC, and have almost twenty years of combined real estate experience. Specifically, they have been involved in over 40 million of multi-family properties consisting of over 449 units in Texas and Ohio. The Wilsons have invested as both limited partners and general partners which has provided good insight on the overall ownership of apartments. Ashley’s speciality is with asset, lender, and construction management, investor relations, marketing, and business organization, while Kyle’s is in acquisition, sales, market research, negotiation, underwriting and deal structuring. Collectively, they oversaw a 124 unit value-add project with a ~1.7million CapEx budget, yielding a $150 per unit increase in rents.

Ashley & her father, Tom, also have a very successful high-end flipping business in Pennsylvania, HouseItLook LLC, which handles several million in transactions annually. Prior to Kyle’s real estate ventures, he played professional hockey all over the world, including organizations in the NHL, KHL, AHL, NLA, SHL and the DEL. He received a degree in physics from Colgate University, and is currently a PA licensed realtor. Ashley previously worked in research and development for several pharmaceutical companies (Sanofi-Aventis, Wyeth, and GlaxoSmithKline). Prior to resigning from the pharmaceutical industry, she led a 5 million dollar project, which included managing 17 Global Project Managers as the Director of Project Management.

Her experience in this role, coupled with her experience running a high-end flipping company in Pennsylvania, while living in Europe, demonstrates her exceptional ability to manage projects from afar. Ashley was featured on BiggerPockets and InvestHer Podcasts, is a regular presenter at her local REI groups, as well as leads an InvestHer sub-group. Outside of real estate, she has almost 15 years of experience in fundraising for both private and the non-profit sectors, and has started three business in two different sectors.

When the Wilsons are not building their business, they enjoy spending time with their family, including their two daughters. Additionally, Ashley enjoys competing with her horse, WOW!.

Interview Links:

Bad Ash Investor

My guest in this episode is Lior Gantz. Lior is the editor of Wealth Research Group, has built and runs numerous successful businesses and has traveled to over 30 countries in the past decade in pursuit of thrills and opportunities, gaining valuable knowledge and experience. He is an advocate of meticulous risk management, balanced asset allocation, and proper position sizing. As a deep-value investor, Lior loves researching businesses that are off the radar and completely unknown to most financial publications.

Interview Links:

Wealth Research Group

My guest in this episode is Gerald Celente, who developed the Globalnomic® methodology to identify, track, forecast and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology or conventional wisdom, Gerald, whose motto is “think for yourself,” observes and analyzes the current events forming future trends for what they are — not for the way he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York's first Capital.

Interview Links:

Trends Research

I was recently interviewed on the Capital Hacking Podcast by Josh McCallen and Erik Cabral. In this episode, we discussed all forms of capital and how to create your own banking system to turbo-charge your business and investments through the Infinite Banking Concept.

I also shared why Real Estate and Life Insurance are similar asset classes.

Interview Links:

Your Own Banking System