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What's the hack that most rich people use? 1031 exchanges is on the list! A 1031 exchange done right is one of the most powerful wealth-building tools available to real estate investors. Most people underutilize it because they don't understand it. Listen to this week's episode to better understand what a 1031 is and common myths that could be The last 10 years @mike has worked in acquisitions and...

The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode lance welch and I dive deep into this topic, as well as many other legacy planning misconceptions.  Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  Lance was a Sales and Leadership Director and ov...

Have you ever heard of the silent killer?   Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.   This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corpor...

The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions.  Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  He was also a Sales and Leadership Director and...

Have you ever heard of the silent killer?   Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.   This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corpor...

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens. In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies h...

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens. In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies h...

The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth. Takeaways Importance of saving to invest Self-awarenes...

The conversation with Bill LaRosa delves into the importance of soft skills in leadership and their impact on career success and financial opportunities. Bill shares insights on listening, emotional intelligence, communication, executive presence, and execution, emphasizing the significance of accountability and the need for simplicity in goal-setting. Takeaways Soft skills are crucial for sustain...

Choosing the right credit card can be daunting, but with the right strategies, it can be rewarding. Understanding point transfers, redeeming points, and evaluating spending categories are key to maximizing credit card benefits. Considerations for card fees, travel benefits, and credit score impact are important in decision-making. Takeaways Point transfers maximize benefits Evaluate spending categ...

What credit card is best for you?  Matthew Kepnes is the legendary author of the Nomadic Matt travel blog who has also written bestsellers like How to Travel the World on $75 a Day.  This episode dives deep into his insider hacks for stacking credit card points to fund epic adventures & outsmarting airline fees without breaking the bank. We chat about: 💳 Which portal has the best bang for you...

Hear how I am applying what we learned in our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own com...

In our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm. We dive into:...

Learning how to communicate is essential because it forms the foundation of success in both personal and professional life. Charles Ruiz and I dive deep into this topic during this week's podcast episode 🗣️  Charlie Ruiz was a former MiLB player with the Colorado Rockies. His journey has evolved from business development in the tech world to speaking coach to now entrepreneur having founded CLR co...

How do you feel about conferences? ✔️ Picking the right one ✔️ Knowing what sessions to attend ✔️ Finding unique ways to stand out and follow up ✔️ How to make the most of it In this week's podcast episode, Neil Greene and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏 Do you know anyone that wants to reach financi...

One of my best lessons from COVID is the power of community 👯  We are social beings and having real, human interactions is essential for a fruitful life 😀  Whether business or personal, having the right group around you can help you achieve whatever it is you want to 🥇  I encourage anyone to find a community that’s right for them. There are many groups you can join that will help you get better...

Most people want success, but aren't willing to do what it takes to actually get there..... In this week’s podcast episode, former NFL athlete Mark Parson describes his journey with investing 🏈 We touch on: ➡️ The importance of patience & exploration ➡️ Why embracing uncertainty is a necessary evil ➡️ How to view failures ➡️Investing with Purpose ➡️Building a successful company ➡️Understandin...

We dive deeper into the episode with Vince DeCrow, who discusses why it's essential to plan financially for life during after your death. Learn more about preserving your wealth & Micro Family Offices: wealthops.io DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advi...

How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this!  Vince DeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions. We discuss: Understanding Financial Planning The Im...

Athlete episode 🔔 This week I chatted with Amobi Okugo , who was a former professional soccer player and now a co founder of Serve consulting, who helps athletes, influencers and brands through content, strategy and partnerships. We discuss: ⚽ Transitioning from soccer to business ⚽ Financial literacy and investment strategies ⚽ Lessons learned ⚽ Providing value ⚽ Content strategy ⚽ How to...

We dive deeper into the mind with Joe Moffett to learn more about how large an impact your mindset has on investment decisions.  DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and...

In this week's episode, we tackle the mind! Joe Moffett started his career in the marines and then evolved into a professional coach. After his experience, and being in business with Tony Robbins’ son, Joe learned that he loves helping people break through limitations. He also is an investor and advocate for reaching financial freedom.  We dive into:  🧠 Mindset and investing 🧠Why people struggle...

Ashleigh is an ex professional soccer player who now is creating an online football training program to help beginners around the world learn how to play. She is aiming to pass her Series 6 & 7 exam this year while also creating a platform to challenge athletes to rise up and excel on the financial field through real estate investment. We talk about: Transitioning from sport to business Learni...

We dive deeper into the episode with Robert Cherry, who discusses what to look out for in the Private Placement Memorandum. This document is typical when investing!  DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions...

How Do You Know what to look out for in the legal documents? 🖊️   Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖    We uncover:    💼What a PPM and Operating Agreement are 💼Understanding the risks and r...