The IDEAL Investor in the Age of Sustainable Abundance

More on YouTube? Check the video version on Youtube Who is the Guest? Blake is the Senior Wealth Strategist at Money Insights, a strategic wealth-building firm, dedicated to helping people to go from high income to high net worth. He has been in the financial services industry for seven years and specializes in helping clients optimize their wealth-building strategies by utilizing life insurance....

More on YouTube? Check the video version on Youtube Who is the Guests? Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors,  whose career has focused on how to save money and how to make money. As a result  of Anderson’s tax work with tens of thousands of successful investors including  preparing over 100,000 investor tax returns, Toby has pieced together their  methods...

More on YouTube? Check the video version on Youtube Who is the Guest? Josh Ziegelbaum is the Director of Investor Relations at Legacy Group. Josh is responsible for managing investor communications, onboarding, and individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on...

More on YouTube? Check the video version on Youtube Who are the Guests? Piero and David combine 40 years of experience in investment banking, technology, private equity, entrepreneurship, and angel investing. Visit them at:   Website: https://www.exirio.com Linkedin: https://www.linkedin.com/company/exirio/ Facebook: https://www.facebook.com/exiriofinance Twitter: @exiriofinance Instagram: @exirio...

More on YouTube? Check the video version on Youtube Who is the Guest? Spencer Hilligoss is a full-time investor and former operations leader who walked away from a lucrative career of 13 years across 5 high-growth Fintech companies. In 2019, five months before the pandemic - Spencer left behind the golden handcuffs to give full focus on serving Madison Investing’s passive investor group. Now, Spen...

More on YouTube? Check the video version on Youtube With guest, Paul Minors, who is a productivity blogger and virtual consultant. Paul grew his business “on the side” while working full-time and now consults with companies all around the world helping them with tools like Asana, Pipedrive, and Zapier. Paul’s website now receives 100,000+ visits per month and his audience of 35,000+ email subscrib...

More on YouTube? Check the video version on Youtube Who is the Guest? Zach is the co-host of the Not Just A Transaction Podcast and the Smart Real Estate Coach Podcast. He has been an authority in real estate for 10 years now and has personally completed hundreds of real estate transactions and has mentored investors to complete thousands of transactions. Visit him at:   https://www.linkedin.com/i...

More on YouTube? Check the video version on Youtube Who is the Guest?  Joe Casey is the Managing Partner of Retirement Wisdom and the author of Win the Retirement Game launching on August 9th. Joe’s an executive coach who also helps people create meaningful lives after their primary careers. He works with people - who aren’t done yet – to figure out What’s Next? It’s not theoretical for Joe. He’s...

More on YouTube? Check the video version on Youtube Who is the Guest?  Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to he...

More on YouTube? Check the video version on Youtube Who is the Guest? Youtube David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents. David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in...

More on YouTube? Check the video version on Youtube Who is the Guest? Youtube Caeli Ridge is the owner and CEO of Ridge Lending Group. She has spent the last 25 years as a nationwide lender and loan officer in both residential and commercial transactions. She is an experienced real estate investor, having held over 40 properties across the United States, at any one time. She has worked with tens o...

More on YouTube? Check the video version on Youtube Who is the Guest? Luke Andrews is a real estate entrepreneur who sells, leads, and invests. He is the best-selling author who has purchased 40 rental properties before turning 40 and has a passion for trying to change lives through real estate.   Visit him at https://www.linkedin.com/in/luke-andrews-m-b-a-56804391/    & https://lukeandrews.te...

More on YouTube? Check the video version on Youtube Who is the Guest? Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding...

More on YouTube? Check the video version on Youtube Who is the Guest? Roger Khoury is the Founder and CEO of Market Forecasting Academy which he established to train, coach and mentor qualified investors on his innovative approach to the world’s financial markets called Demand Imbalance Arbitrage™ Visit him at https://www.linkedin.com/in/rogerkhouryusa/   & https://www.marketforecastingacademy...

More on YouTube? Check the video version on Youtube Who is the Guest? Casey was born in a small town in Western, KY called Hopkinsville. Shortly after he was born his family relocated to Pueblo Colorado where he spent his young years. In 1992 his family then moved to Colorado Springs, where he would finish school and witness firsthand what population growth does to real estate. As the Colorado cit...

More on YouTube? Check the video version on Youtube Who is the Guest? Samuel Wilson is an active investor in RV parks and RV and boat storage, with experience in multifamily, self-storage, parking, and land. He hosts the Daily How to Scale Commercial Real Estate Podcast and participated in over 30mm acquisitions in 2021. Sam holds his bachelor’s degree in business finance from the University of Me...

More on YouTube? Check the video version on Youtube Who is the Guest? Ken has a message of success for your audience beyond the Modern Wealth Building Formula strategies that can immediately be utilized to succeed in real estate investing, regardless of experience or financial capacity. Ken has the ability to motivate people to take action when they are frustrated, confused or stopped on their nex...

More on YouTube? Check the video version on Youtube Who is the Guest? Gordon Stein is an international keynote speaker, blogger, personal finance expert, and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances. His mission is to improve financial wellness and help his au...

More on YouTube? Check the video version on Youtube Who is the Guest? Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $700MM+ in real estate — including over 5000+ residential units (MF, MHP, SFR, and assisted living ) and more than 1400+ self-storage units across 8 states—and experience flipping over $3.0MM in residential real estate. Check her...

More on YouTube? Check the video version on Youtube Who is the Guest? Edwin Carrion, 43 years old from Miami Florida, I am a God-made millionaire, a loyal husband, and a proud father of two beautiful girls. A united United States Marine, Entrepreneur, investor & mentor I am the owner and co-founder of several Multi-million dollar companies that specialize in real estate development, transporta...

More on YouTube? Check the video version on Youtube Who is the Guest? Brad has been involved in commercial real estate for over 20 years. His experience includes the development and management of retail and hospitality space and raising capital from both domestic and international investors. He's been exclusively focused on capital raising for commercial syndications since 2017. Start taking...

More on YouTube? Check the video version on Youtube Who is the Guest? Jackson Millan - The Wealth Mentor has spent the last 14 years helping service businesses understand the language of money and manufacture financial freedom for themselves and their families. He has successfully helped over 1,000 clients build in excess of $1.5 billion in combined wealth and has scaled multiple 7-figure business...

More on YouTube? Check the video version on  Youtube Who is the Guest? 22-Year-Old Founder of Student Housing RE startup. Sotol (So-toll) Capital focuses on value add student housing assets that are located near universities that rank in the top 150 in Parental Income nationally. Joe enjoys pushing his own limits physically, completing a full Ironman, and enjoys staying active and outdoors. Start...

More on YouTube? Check the video version on   Youtube Who is the Guest? In the field of medicine, Vikram is an award-winning cardiologist, international speaker, and functional medicine specialist. He has helped thousands of individuals overcome their heart and health challenges and eventually pioneered a pro-active cardiology paradigm that has led to the launch of the Vitology institute. Through...

More on YouTube? Check the video version on Youtube Who is the Guest? Jon is a top 1% national franchise broker, investor, author, and international speaker specializing in the area he has coined ‘Non-Food Franchising’. Having served as the President of an Inc. 500 franchise system and now as a multi-brand franchisee, himself, Jon is uniquely positioned to educate others on franchising and franchi...