Think Outside The Stocks

Why do so many successful, smart women hesitate when it comes to investing and building wealth?  In this episode of Think Outside the Stocks, host Madhavi Jain sits down with real estate powerhouse Liz Faircloth. Liz is the co-founder of a 55,000+ member women's investing community that manages nearly $2 billion in collective assets.  Together, they discuss how to break through financial fear...

In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance se...

In this episode of Think Outside the Stocks , host Madhavi Jain sits down with Brandon Martini, co-founder and COO of Stratus Financial, to explore an alternative investment class that helps aspiring pilots finance their training while delivering strong, risk-adjusted returns for investors. Brandon shares his journey from Navy veteran and airline pilot to entrepreneur, building one of the fastest-...

What if your life insurance policy could do more than just offer peace of mind—it could become a powerful wealth-building asset ? In Part 2 of this eye-opening series, Madhavi Jain continues her conversation with Matthew Paine , a seasoned expert in the life settlement market, to uncover one of the most overlooked yet powerful investment opportunities available today: life settlements . This episo...

🔍 Join host Madhavi Jain on Think Outside the Stocks as she sits down with Matthew Paine, Managing Director at LifeCap and a 24-year veteran who's revolutionizing how we think about life insurance as an investment vehicle. This conversation challenges the widespread "buy term and invest the difference" philosophy, revealing why it could be sabotaging your family's financial fu...

What if wealth management wasn’t just about numbers, but about transforming who you become? In this profound episode, host Madhavi Jain sits down with Tim “Jai” Baker, a wealth manager who has spent over four decades revolutionizing how we think about money, values, and life purpose. After losing his daughter in 2005, Tim’s journey to India led to a spiritual awakening that completely transformed...

In this episode of Think Outside the Stocks, Madhavi Jain had a candid conversation withJack Bosch a real estate expert who transformed his humble beginnings as a German immigrant with two suitcases and an almost empty bank account into a multi-million-dollar land flipping empire. Jack, a #1 bestselling author and financial expert, shares how he flipped over 5,000 properties and built the revoluti...

In this episode of Think Outside the Stocks , Madhavi Jain engages in a compelling conversation with Jeremy Dyer , founder of Starting Point Capital and a distinguished real estate investor, to unveil the top strategies for success in multifamily investing. Jeremy's impressive portfolio includes over 5,000 multifamily units and active participation in 33 passive real estate deals , amounting...

In this episode of Think Outside the Stocks , Madhavi Jain explores multifamily investing with Jason L. Williams, a seasoned expert with over 20 years in real estate. From his chemical engineering background to mastering underwriting, Jason shares key lessons from navigating market shifts and building successful investments. Jason offers insights into protecting capital, understanding deal financi...

In this episode of Think Outside the Stocks , we sit down with Zach Haptonstall , founder and CEO of Rise 48 Equity , one of the most successful multifamily real estate firms in the country. Over the last five years, Zach and his team have built an impressive $2.2 billion portfolio, closing 53 deals and managing over 10,000 units across Phoenix, Dallas, and Charlotte. This interview dives deep int...

In this episode of Think Outside the Stocks, Madhavi Jain is taking you behind the scenes of the multifamily real estate world with none other than Omar Khan , Founder and Managing Director of Boardwalk Capital . From working in investment banking to real estate projects, Omar has seen it all. He’s here to spill all his secrets. Omar explains how his business has adapted to changing market conditi...

In this episode of "Think Outside the Stocks," host Madhavi Jain welcomes Shauna, widely known as "The Tax Goddess," to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate in...

In this episode, Madhavi is joined by Bikran Sandhu, who provides valuable insights into the current investment landscape, particularly in the RE sector. With President Biden's recent decision to withdraw from the election, and the election pressure itself,  there is heightened political uncertainty that could impact investor confidence. Bikran acknowledges the prevailing political drama and...

Would you like to unlock the secret to reducing your tax burden through real estate investment with the guidance of a CPA and investor? Join me in today’s episode with Thomas Castelli as he shares his journey from being inspired by "Rich Dad Poor Dad" to becoming a real estate and taxation powerhouse. For any active income earner looking to delve into property investment or those already...

Ever wondered about the captivating journey from an 'unhirable' grad to a $2 billion gold titan? Join Dana Samuelson as he explores the enduring allure of gold in a shifting economic landscape. In this episode, Dana recounts his illustrious career under the mentorship of a gold ownership advocate and delves into the timeless charm of gold. Dana shines a light on the darker aspects of its...

Experience a revelation in tackling the housing crunch as Andrea Foley, a maverick in the realm of hotel conversions, joins us to unfold her inventive approach to creating affordable homes. Her journey, from diapers to development, is not just a tale of architectural transformation but a blueprint for cultivating financial acumen. We delve into Andrea's personal narrative, shaped by her fathe...

Are you ready to revolutionize your passive investing strategy and confidently navigate the intricate world of real estate? In this episode, host Madhavi Jain engages in a dynamic conversation with real estate expert Mathew Owens. As a former CPA and seasoned investor, Mathew shares invaluable insights into a successful investor's mindset, risk mitigation strategies, and tax-efficient approac...

Have you ever wondered what secrets lie in the success of the high-stakes world of land development and ground-up construction? Join me and our guest, Charles Covey, from LandVest Capital. We take you behind the scenes of large-scale housing projects, revealing the impact of fluctuating interest rates on financing and the rewards of navigating this complex field. Embark on Charles's entrepren...

Is there a way to combine military precision and still have a heart for sustainability? In this episode, we are joined by Christian Catron, a West Point grad and visionary in eco-friendly real estate development. From Christian's humble beginnings in the Philippines to the disciplined halls of West Point and onto the forefront of innovative property redevelopment, his story is one of determin...

Ready to listen to a riveting episode where we catch up with George Salas from Empress Capital, who climbed his way up from humble beginnings as a bartender in Peru to an accomplished investor in the short-term rental market in the US? As an immigrant and now a mentor to many, George brings the heat with anecdotes from his journey and his unique five-step strategy for passive investors to thrive i...

Can you envision the path of an individual whose life journey includes piled-up hospital bills because of a brain tumor and multiple surgeries, transitioning into the real estate industry from the hospital bed, experiencing foreclosure twice, being homeless due to auction and ultimately building a massive real estate portfolio out of sheer necessity, only to lose that $77 million portfolio at the...

Have you ever considered venturing into the often-overlooked yet surprisingly lucrative world of mobile home park investing? In this episode, I am joined by industry expert, coach, mentor to thousands, Frank Rolfe. He reveals the unique advantages of this niche market, like the scarcity and competitive moat of mobile home parks, making them a desirable investment option. We discuss the potential i...

Have you ever wondered how the fluctuating relationship between gold and the US dollar could be your cue to make a lucrative investment in precious metals? In today’s episode, I am joined by Greg Allen. We talk about the cyclical nature of the gold market and gold’s role as a long-term hedge against inflation. Listen to the episode to learn why Greg thinks there is a better way to buy gold than bu...

Nerd Alert! Be ready to take notes! This episode, Rob Beardsley, from Lone Star Capital, is going to give you so much wisdom about how loans are structured in syndicated real estate investments: who gets paid first when you, as a passive investor, get paid? Also, learn what the fees are and how partnership splits work for passive investors. Start learning the numbers behind Syndicated Real Estate...

Here's to you and our 25th episode! We are sharing great news with you in this episode and appreciate your support so far. In this look back and look ahead episode, we also answer some commonly asked questions.   So far, together, we’ve talked about the financial structure and real estate industry, from examining the pitfalls of 401Ks and savings institutions to discovering the potential of i...