Purpose-Driven Wealth

Understanding due diligence goes beyond knowing what's going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.   In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in...

Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges.   In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has pr...

Podcast: Purpose-Driven Wealth Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes     When we go on vacations, we can't help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals?   In this episode of the Purpose-Driven Wealth podcast, Mo Bina t...

Wealth is not only measured by what you have saved, but also by whom you have helped.   In this very special episode of the Purpose-Driven Wealth podcast, Mo Bina shares the table with Joseph Bradford, the founder of B.A.R.E. Truth Inc, as they discuss about the key issues surrounding homelessness in the country, and what their organization does to help as many people as they can. Joseph's inspiri...

Podcast: Purpose-Driven Wealth Episode: Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks     We have heard lessons and discussions from market experts focusing on specific sectors of the real estate, but not much on what investors dub as "the ugly asset". Join us and discover the nuances of the opportunities in the Industrial Real Estate.   In this episode of t...

Podcast: Purpose-Driven Wealth Episode: Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles     Market cycles, in the world of wealth management, is a hidden gem hiding in plain sight, but its utility is only for those who understands it in the right context and the right timing.   In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Akhil Patel...

Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert.    Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina interviews Chris Carsley of Kirkland Capital Group. This is a must-see,...

The journey of a Real Estate entrepreneur can transcend borders if they so choose. Where others aspire to own property outside of the country, some people are already living the dream.   Tune in to this episode of the Purpose-Driven Wealth podcast as Mo Bina speaks with Fletcher Wheaton of Cabo Key Real Estate, as they talk about Real Property investments in Mexico, the environment and atmosphere,...

Sending money to just anywhere in the world is a simple process but carries a lot of restrictions and limitations. The advent of Bitcoin and its lightning network bypasses those limitations in terms of transferring value with finality in the same acceptable level as being handed a 20-dollar bill where nobody can question that you have that amount of value.   Join us in this episode of the Purpose-...

Podcast: Purpose-Driven Wealth Episode: Episode 96 - Diamonds - A Cut Above in the World of Investing The most consistent lesson in investing is that all assets carry a certain risk, and price is dependent on the market. Investors are always on the lookout for new asset classes to help diversify their portfolio as a way to enhance risk mitigation.  Join us in this episode of the Purpose-Driven Wea...

Podcast: Purpose-Driven Wealth Episode: Episode 95 - Alternative Paths to Profit - Exploring Private Lending and Life Settlements If you heard about someone who went through bankruptcy and came out with a higher net worth, would you want to know how they did it? In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Rob Napolitano of Grit Partners, and one of the very few people wh...

Is it possible for individual investors to invest a small amount in real estate from different cities? In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks to John Green, founder of Nada and City Funds. Nada, as an investment platform, gives anyone access to investing in real estate backed by a team of experts who are overseeing selection of diverse properties in different locations...

How much do you need to invest in fine wine and spirits? Is this a profitable asset class? Tune in to this episode of the Purpose-Driven Wealth podcast, as Mo Bina sits with Elle Williams, Director of Business Development for Vint. Together, they discuss how the wine and spirits trade works as an asset class, and how anyone can easily participate in these investments through companies like Vint. ...

What if you could have your own business by getting one through franchising? And it's not just about food! Join host Mo as he delves into the world of franchising with renowned franchise consultant and author, Jon Ostenson.  In this episode, you will: Learn the franchise advantage Know about the franchisee experience from Jon himself Explore the numbers and compare the risk and investment in franc...

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Adam Carswell. They talk about the value of communication and its role for success in life. Adam has built an extensive network of professionals, and his ability to connect different people led him to an active role in Liberland as the host of their podcast.  Join as we discover how the ability to communicate impact our ability...

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes George Bravante of Bravante Farm Capital in a discussion about what you need to know when starting with farmland investments. From his years of experience in this industry, George takes on a journey from selecting properties, ensuring water security, fruit quality, and sustainability.  What are agricultural assets? What do we n...

What are RV Parks, and why are they a compelling asset class right now? In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Paul Moore as he talks about RV Parks. What are the current trends and opportunities in this new type of asset class?  Paul's decades of experience in real estate investing helps provide a value driven perspective in this type of investment.     Here's...

Owning precious metals, like gold and silver are currently gaining accelerated adoption by the regular consumers as way to protect and store value. So, why is gold taking off right now, and what are the basic stuff you need to learn about owning it? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Dana Samuelson, the founder of American Gold Exchange and a protégé...

What is Agricultural Real Estate, and how can this asset class help with the current inflationary market? What do I need to know, and how much do I need to start investing?  In this episode of the Purpose-Driven Wealth podcast, join Mo Bina as he talks with David Chan of FarmTogether about all the basic topics you need to know to get started on Agricultural Real Estate, and how their company can h...

Planning for your future starts today! Join host Mo with guest Kaaren Hall, the visionary founder of uDirectIRA, as they share the game-changing strategy to break free from the limitations of Wall Street-- using your very own retirement account. In this podcast, they explore the benefits of self-directed IRAs that would help you maximize your own assets beyond the stock market.  For this episode:...

With current inflationary environment, how does gold provide an opportunity as an asset? Are there other ways to invest in gold other than owning it physically? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with David Garofalo of Gold Royalty on the merits of investing in gold, understanding mining equity, and the merits of acquiring mining royalty. David is an indu...

Different asset types are traditionally used to hedge against other types that are experiencing a market downturn, but with the current environment, even crypto tends to rise and fall in the same trend as market activity in general. So, what are alternative investments, and how can it help your investment portfolio? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast with Stefan von...

Traditional investment has been practiced for quite a few generations of investors now and has been largely successful and reliable. However, the current evolution of technology and market trends has produced more asset classes that could call into question that reliability. Is the traditional portfolio good enough, or could we be missing out on opportunities here? Join Mo Bina in this episode of...

The real estate market is without question, a massive structure, and for anyone who wants to start investing in it, the first question is, where and how do I take a bite?  Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Shannon Robnett of Shannon Robnett Industries (SRI) on a very clever discussion about real estate, tenants, different asset classes, current fina...

Ever dreamed about having a lucrative income without the hard work of a regular nine-to-five job? This episode is for you! Join Mon Bina as he talks with Dustin Heiner, Founder of MasterPassiveIncome.com. In this episode, Dustin shares his experience on building and earning from his passive income and how you can start yours, too. For this episode: Learn a mindset change about risk and investment...