The Legacy Podcast with Tim Bratz

Most people either stay stuck in their W-2 forever… or quit too early and struggle. This week on The Legacy Podcast, Casey Gregersen breaks down the methodical strategy he used to go from working oil rigs in the Gulf of Mexico to building a real estate portfolio, vertically integrated companies, and financial freedom through real estate. We cover: - Using your W-2 strategically instead of rushing...

Hiring the right people can either slow your business down or completely change the trajectory of your growth. In this episode, I sat down with Nick Guerrero and Angelica Cemor, the founders of To Elevate, to break down how virtual assistants actually work, the biggest myths that hold business owners back, and how you can hire A+ talent for around $2K/month instead of overpaying for roles that don...

What if the "off-market only" mindset is actually costing you deals? I sat down with Ken Barton, CEO and founder of Offa, a platform connecting real estate investors with off-market deal flow, to talk about where the real opportunities are hiding, why on-market deals deserve a second look, and how AI is about to change the way investors source and underwrite properties. What we cover: - Why most d...

Is this the biggest opportunity in multifamily real estate in the last 15 years? In this episode of the Legacy Podcast, I sit down with Rod Khleif to break down the current market shift, why many investors are struggling, and why experienced operators are getting aggressive right now. There's a lot of fear in the real estate market right now. Interest rates are up. Deals are struggling. And many o...

Orthopedic surgeon turned real estate investor Tyson Cobb joins me on the Legacy Podcast to break down the framework behind his book Wealth by Design and the BONES Method, a step-by-step approach high-income professionals can use to build wealth through real estate and alternative investments. Tyson built an incredibly successful career in orthopedic surgery but eventually realized that the tradit...

How do you close 70 real estate deals a year while living 3,000 miles away from your market? In this episode of the Legacy Podcast, I sit down with Brad Bone to break down remote operations, systemized deal flow, and how AI follow-up is increasing closings. Most investors think deals "come when they come." That's the wrong way to think about it. In this episode, I'm sitting down with Brad Bone — a...

Private notes, seller financing, and data intelligence are changing how smart investors get to deals before the competition. In this episode, I break down how to control real estate without owning it — and how to position yourself ahead of everyone else in today's market. Most investors chase deals after they hit the MLS. By then, it's already competitive. The real advantage comes from understandi...

Teenagers flipping houses? Bill Allen is teaching financial literacy and real estate investing to the next generation of entrepreneurs. In this episode of the Legacy Podcast, I sit down with Bill Allen to talk about building a $4M real estate business, navigating a $1.5M payroll when revenue went to zero, redefining what "scale" really means, and why he's now focused on helping kids build wealth t...

This is the final episode in our 3-part deep dive on self-directed accounts, and this is where entrepreneurs can really move the needle. I'm back with Amanda Holbrook from Specialized Trust Company to break down small business retirement plans like Solo 401(k)s, SEP IRAs, and SIMPLE IRAs—and how business owners use them to contribute significantly more each year while keeping control of how the mo...

In episode 2 of this 3-part series, I'm back with Amanda Holbrook from Specialized Trust Company to break down two of the most overlooked tax-advantaged accounts out there: HSAs and Coverdell Education Savings Accounts. Most people think HSAs are just a place to park money for medical bills. They're wrong. We talk about how HSAs can grow tax-free like a Roth, how investors self-direct them into re...

Self-directed accounts let you take control of retirement money and invest beyond the stock market—if you follow the rules. In episode 1 of this 3-part series, I'm joined by Amanda Holbrook from Specialized Trust Services to break down the self-directed Roth IRA: how it works, who it's for, common myths, and the compliance mistakes that can get you in trouble. We also get into real strategies: the...

Residential assisted living is one of the most misunderstood — and fastest-growing — housing models in the country. In this episode, I sit down with Isabelle Guarino to break down the real costs of aging care, why traditional facilities are failing, and what families and investors need to understand before it's too late. I'm joined by the Queen of Residential Assisted Living to unpack a topic most...

In this episode of the Legacy Podcast, we break down how some real estate investors use life insurance as a tool to store cash, borrow against it, and fund deals—using real numbers and clear examples. Most investors hear "life insurance" and immediately tune out. I get it. I did too. So in this episode, I wanted to slow everything down and actually understand how some investors are using life insu...

Smart investors aren't chasing upside anymore — they're prioritizing predictability, downside protection, and cash flow. In this episode of The Legacy Podcast, I sit down with longtime friend and lender Mike Zlotnik ( ‪@TempoInvestments‬ ) to break down how experienced operators are navigating today's real estate market. Mike and I go deep on what's actually working right now — why heavy value-add...

AI can help your business grow, but only if your data, systems, and compliance are dialed in first. In this episode, we break down how serious operators actually use AI without risking revenue or shutdowns. In this episode of The Legacy Podcast, I sit down with Jordan Fleming, co-founder and Chairman of smrtphone.io — an all-in-one communications platform used by thousands of real estate operators...

I'm incredibly honored to sit down with Sharon Lechter — someone whose work has influenced tens of millions of entrepreneurs and investors around the world, including me personally. Sharon is an internationally recognized financial literacy expert, five-time New York Times bestselling author, successful entrepreneur, philanthropist, and former CPA with over 35 years of experience. She co-authored...

This week I sat down with my buddy Sam Primm, a powerhouse real estate investor out of St. Louis who flips over 300 houses a year, owns about $50 million in rentals, and has built one of the strongest personal brands in the industry. We talk about his entire journey—from buying his first couple rentals on the side while working a W2 job, to going all-in and scaling through consistency and smart pa...

This episode is a masterclass in why real estate matters far beyond the money, the units, or the portfolio size. Andrew Schlag has been open about the adversity he's faced—losing over $3 million, climbing out of debt, rebuilding from zero—and how those seasons completely shifted his definition of success. At the core of his entire business is a simple belief: wealth should give you the freedom to...

Most entrepreneurs say they want to sell their business someday… but the truth is, 80–90% of owners are completely unprepared for an exit. They don't have recurring revenue, they don't have systems, and the whole business depends on them showing up every day. That's why I brought in my buddy Zac Jennings, who helps business owners turn chaotic operations into real, sellable assets. In this episode...

Short-term rentals aren't just about cash flow — they're one of the most powerful tax strategies available to W-2 earners and entrepreneurs. In this episode, Lamè Kinikini breaks down how STRs can offset active income, create long-term wealth, and why most investors misunderstand the opportunity. Lamè is the guy behind Elk Ridge Investments and one of the best operators I know in the short-term re...

Most investors only think about taxes once a year, but the biggest savings come from planning ahead. In this episode, I sit down with Kenner French, a tax strategist who's been using AI long before it became mainstream, to break down how entrepreneurs and real estate investors can use smarter tools to reduce taxes and protect their money. We cover AI-powered tax modeling, defined benefit plans, ri...

Learn how to take control of your money, create passive income, and actually retire early — from someone who's done it twice. This week on The Legacy Podcast, I sit down with my longtime friend Chris Miles, founder of Money Ripples and host of the Money Ripples Podcast. Known as the Anti-Financial Advisor, Chris exposes the myths Wall Street doesn't want you to know — and breaks down how to escape...

If you want to raise private money for real estate but don't know who to talk to, this episode will make it crystal clear. I sit down with my buddy Chad Harris from Dayton, Ohio, who's built a portfolio of 80+ rental units without using a single bank. He shares exactly how he finds private lenders, how he builds trust, and the 3 investor avatars you should focus on if you want to raise money fast...

Download Anthony's FREE LinkedIn guide: https://foundmoneypartnerships.com/linkedin-profile-secrets-guide?fpr=tim80 Most people think LinkedIn is just for job hunters or corporate recruiters — but they're missing one of the biggest opportunities for raising capital and building relationships with serious investors. In this episode, I sit down with my buddy Anthony Simonie, founder of Found Money P...

When everything's falling apart, that's when real leadership shows up. In this episode, I sit down with long-time friend and fellow investor Dave Payerchin to talk about what happens when the market turns, business gets messy, and life hits hard — and how to rebuild stronger than before. We get into: - The mindset that separates fighters from quitters - Cleaning up debt, bad partnerships, and ego...