Investing With Purpose

Discover what it means to move from success to significance when you tune in to this episode as we chat about investing with purpose and healthy habits to help you impact the lives of others today. Key takeaways to listen for 1:06 Success vs. Significance 2:37 Grounding habits you need to know as an entrepreneur 6:31 Practices to determine what people will remember about you Resources mentioned in...

Do you want to worry less about paying taxes? Tune in to this episode and find out how to make tax-advantaged investments so you can start paying fewer taxes and invest more right now! Key takeaways to listen for 0:21 Why you should understand the Tax Code 3:33 The benefits of minimizing your taxes 5:24 How tax-advantaged investments work Resources mentioned in this episode Tax-Free Wealth by Tom...

Are you looking for investments to offset inflation? Listen to this week’s episode as we chat about the benefits of investing in multifamily properties and how you should be underwriting deals in today’s market. Key takeaways to listen for 01:01 Single-family vs. Multifamily real estate valuation 03:09 Reasons to invest in multifamily assets in the Sun Belt region 05:46 Why you should underwrite c...

Did you know that the majority of funds are closed-ended? Find out why in this week’s episode as we chat about fund structures, their benefits and drawbacks, and the importance of good legal counsel when developing your fund model. Key takeaways to listen for 01:22 The difference between an open-ended and closed-ended fund 03:19 Why Integrity Holdings Group’s fund will use a closed-ended model 08:...

Don’t miss this week’s special episode featuring Steven as a guest in the Breakaway Wealth Podcast and discover viable alternative investments to help you generate passive income and achieve financial freedom without putting your money into Wall Street. Key takeaways to listen for 05:23 How to transition from a W2 job to a full-time real estate investor 09:37 The benefits of investing with Integri...

Discover how you can make wise economic decisions as we talk about how market volatility affects your retirement plan, loss aversion, and ways to overcome it in today’s episode about behavioral economics. So tune in and don’t let fear decide your financial decisions right now. Key takeaways to listen for 00:56 Loss aversion: What it is, why it happens, and its influence on investments 03:49 Strate...

Join us in this week's episode as we chat about why we're excited about the possible recession and its influence on the commercial real estate market. So, tune in and learn why multifamily is still the go-to investment during economic downturns. Key takeaways to listen for 02:28 Reasons why we might experience a recession 05:28 The impact of an economic slump on real estate 07:21 How real estate a...

Joey Mure and Russ Morgan join us in today’s episode to share the importance of participating in mastermind groups, why people want passive income, and methods to build generational wealth. So tune in and start moving towards success today. Key takeaways to listen for 01:25 Passive income: Why people want it and how to achieve it 07:50 Why an attitude of learning is critical for investors 16:41 Va...

Do you know what it takes to be a real estate professional? Listen until the end to understand how you can become one, its advantages, and how it relates to the Tax Code. Start capitalizing on the knowledge to create more wealth and build your legacy when you tune in to this episode. Key takeaways to listen for 00:50 How to obtain a Real Estate Professional Status 01:27 Should you create more weal...

Do you want your children to continue your generational wealth? Tune in to this week's episode as we share the importance of teaching them financial literacy to construct a meaningful legacy for your business, family, and donor-advised fund. Key takeaways to listen for 01:40 Why it’s important to teach your children responsibility and financial literacy 06:53 The value of legacy planning in promot...

Join us in this week’s episode as we chat about the Inflation Reduction Act and what it means for your investments. Stay tuned as we discuss tax “loopholes”, pension plans, and other facets affecting today’s economy. Key takeaways to listen for 01:30 Carried interest: What it is and why the Senate wants it to be closed 06:54 How the failing pension system affects private sector employees and self-...

In this week’s episode, we share our thoughts about inflation and recession and how they affect your investments. Listen in for some real-world examples of their impact on market prices and why it’s the perfect time to invest in real estate. Key takeaways to listen for 03:21 Recession and inflation: What they are and their effect on the economy 05:05 Smart investment strategies for today’s market...

Take the time to plan a vision for your business in this week’s episode and join us as we talk about delegating the right people to the right jobs, core processes, and problem-solving techniques for greater effectiveness and transparency in your organization. Key takeaways to listen for 23:33 What is the “Entrepreneurial Operating System”? 34:26 Personality tests you can use to get the right peopl...

We’re catching up with Aaron Fischer in this episode as he talks to us about cultivating the right mindset in achieving growth and success, the reasons why he diversified his assets, and the driving factors behind his philanthropic activities. Tune in to keep improving your personal and professional life right now! Key takeaways to listen for 05:37 Strategies for personal and professional developm...

There’s a new trend in the housing market that we’re going to tell you in this week’s episode. So tune in and learn what build-to-rent homes are and why they’re primed for explosive growth in today’s economy! Key takeaways to listen for 02:07 Advantages of a build-to-rent deal 04:29 Reasons why build-to-rent communities are great investment opportunities 05:06 Build-to-rent homes: How much it cost...

What does it take to build a team with the same principles and core values? Listen to this week’s episode from the Storage Investor Summit as we discuss the qualities of a successful business owner, plus helpful tips on how to surround yourself with the right people to unlock your business’ full potential! Key takeaways to listen for 03:51 The significance of knowing and living your core values 07...

In this episode, you'll learn when and why it’s better to sell early and how it can benefit you as an investor in the long run. Join us as we discuss how IHG’s approach to reducing downside risks can help you preserve your capital! Key takeaways to listen for 1:10 IHG’s 3 guiding principles of selling early 2:53 Factors to consider before you sell a property 4:57 What does a money manager do? Conn...

Learn how to make an impact on one of our generation's greatest moral issues through truth and grace with Josh Kappes, Vice-President of the Love Life non-profit organization. From prayer walks to caring for orphans, this episode has everything you need to know to help put a stop to abortion. So start investing with a purpose and create a difference today! Key takeaways to listen for 06:30 What is...

Acquire the knowledge to navigate a shifting real estate market with Steven Libman, Travis Cotter, and Kris Krauszer as we dive into deal underwriting, partner-identifying processes, and helpful tips on minimizing investment risks. Learn all these and more when you tune in to this special episode! Key takeaways to listen for 04:09 Who are the ideal business partners? 11:48 The importance of having...

Are you looking to start an affordable way to invest while diversifying your portfolio simultaneously? Funds might be suitable for you! But before creating your fund, hear the challenges of fund creation and how to resolve them. Make your investing journey easier with these helpful tips! Key takeaways to listen for 01:05 Beneficial reasons to start a fund 03:14 3 complex issues in creating a fund...

Never miss special moments and engagements with your family when you dive into this special episode about developing healthy parent and child relationships through Family Board Meetings. Welcome the most important meeting of your life, and learn how to create lifelong memories with your children today! Key takeaways to listen for 1:04 What is “Family Board Meeting’? 3:26 Advantages of not using ph...

Syndications and funds are both great ways to get started in real estate, but which is better for you and your business? In this interview with Whitney Sewell of The Real Estate Syndication Show, we will go over these two investment types to help you make more informed investment decisions. Don’t miss out! Key takeaways to listen for 06:53 What is the biggest threat to your investment? 11:37 Pros...

The United States is facing its highest inflation rate in 40 years, so today, we’re clearing some confusion over inflation and whether or not it is advantageous for the consumer price index, economy, and stock market. Keep listening to solve the mystery of current inflation now. Key takeaways to listen for 03:15 Who loses the most during inflation 06:15 The consequences of rising prices and devalu...

Any investment has risks, but you look at the factors when you underwrite. With his most recent shift from the financial services to the real estate industry, Kris Krauszer tells us the pros and cons of both sectors, broad aspects of commercial real estate, asset diversification, and strategies to rule out emotions in the investing game. This episode is worth listening to! Key takeaways to listen...

There are more effective ways of running a business with a culture of accountability, transparency, and efficiency. We got eye-opening insights ahead in this episode that revolve around the disciplines of putting systems in place for people and processes to achieve great results. The structure is the key to success, and if you want to increase clarity and decrease stress in your organization, this...