Thinking Like a Bank

​It's officially episode 100!!! Thanks for listening this far. We hope you're getting a lot of value out of this podcast. Please let me know if you'd like me to do an episode about a specific topic you are interested in. Also, if you'd like to share your story and expertise on our podcast, please send me an email at sarry@finassetprotection.com to learn more about becoming a guest...

David Putz, the CEO of JKP Holdings LLC. In 2010, Dave Putz decided he was tired of dealing with the headaches of being a landlord. He had been involved in property rehabs and rentals since 2005, and five years later, chasing people down for rent, dealing with maintenance issues, and coughing up cash to cover expenses when properties were vacant just didn’t seem worth the return. Dave began his ex...

Today, Mark Willis of Lake Growth Financial Services and ​Sarry talked about what is happening in the banking world, specifically why banks are in danger. As we record this episode in mid-2023, we'll also discuss what depositors and customers need to know to protect themselves in these uncertain times. 🔥 This episode talks about:  ☑️  ​What are the current challenges in the US banking sector?...

Brandon Hall is a certified public accountant, national speaker, and is the founder and managing partner of Hall CPA PLLC. Brandon works with real estate investors, syndicates and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at Price...

​Steve Hoffman is the CEO of Founders Space, one of the world’s leading startup accelerators. He’s also a venture investor, serial entrepreneur, and author of several award-winning books: These include, Make Elephants Fly”, “Surviving a Startup”  and "The Five Forces”. Founders Space is a global innovation hub for entrepreneurs, corporations, and investors, with over 50 partners in 22 countri...

Scott Meyers and his affiliated companies own and operate more than 2.4 million square feet across over 14,000 units of self-storage facilities. His education company, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business “free from tenants, toilets, and trash!” 🔥 This episode talks about: ☑️ ​Scott's introduction t...

Emily K Thomas is an energetic advisor and founder of Anchor & Lead. In her work, she teaches a whole new business paradigm that utilizes energetic intelligence™️ (both science and soul) to advise high-performance professionals & creative entrepreneurs to lead with conviction and scale with complete confidence. Her signature program, The Embodied Leadership Experience guides leaders in har...

Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed. He is a real estate investor who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, YouTube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate r...

Matthew Sullivan is the founder and CEO of QuantumRE, the real estate marketplace that makes home equity accessible, investible, and tradeable. He is also the President and Founder of Crowdventure.com, a real estate crowdfunding company, and manager of two real estate funds. With a background in finance and technology, he worked with Richard Branson's corporate finance team on a number of Virgin c...

Abel Pacheco is a real estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing renovations, raising private capital, and management of multi-family investment properties. Abel and hi...

Billy Keels is a strategic advisor at First Generation Capital Partners and the host of the Going Long podcast. Billy helps high-wage earners escape the corporate rat race by discovering passive income opportunities so they can stop trading time for money. Although Billy is not a tax professional, the investment strategies he shares can help high-wage W2 earners reduce some of their income taxes....

Terry Hale is an author of educational curriculums, numerous trade and business magazine articles, and has presented live seminars to over 200,000 attendees across the nation for educational advisory services. He has been featured on CBS Radio, CNBC, and several syndicated radio broadcast networks as the leading authority in commercial real estate investing. Terry has over 20 years of real estate-...

Tony Martignetti is a trusted advisor, coach, experience creator, author, podcast host, and speaker. He brings together over 25 years of business and management experience, formal training, and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and unlock their true potential. Before becoming the founder and chief inspiration officer of Inspired Purpose C...

John Casmon is an entrepreneur and real estate investor who has helped busy professionals invest over $100 million in multifamily housing. John also consults active multi-family investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-...

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $180M in real estate across 1900 Multifamily Units since 2017.  He is an avid ultra runner and workout enthusiast. He is the host of The Multifamily Live Podcast and 7 Figure Multifamily Mastermind Jason wakes up daily at 4:32 AM and most importantly, he's a father of three amazing kids. This episode talks a...

Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-...

Nolan Sanburn is a commercial real estate syndicator and Infinite Banking Practitioner. Nolan has a deep understanding of using real estate and cash value whole life insurance to enhance returns and mitigate taxes. This episode talks about: ​Nolan’s introduction to commercial real estate investing and Infinite Banking How does the Infinite Banking Concept work? Tax advantages of Infinite Banking H...

Grace Gong is the founder of Smart Venture Media and the host of Smart Venture Podcasts, a Top 10 VC podcast. Her podcast guests include many C-level executives of well-known companies, as well as investors and unicorn founders such as; the founders of Craigslist, Square, FTX, Opensea, and others. Grace is on the list of LinkedIn Top Voices in Finance 2022, a speaker at NFT NYC, and a number one b...

​Adam Carroll is a two-time TEDx speaker with over 6 million views on his talk from the London Business School. He's a four-time author and the founder of the Shred Method, a system that creates freedom for people by teaching them how to create income efficiency, blast away debt, and build real wealth in record time. This episode talks about: What is The Shred Method™ and how this strategy can hel...

Heather Lee Chapman is a holistic self-mastery and business coach, and the owner and creative director of Own It Empire. She assists those who want to become the best versions of themselves and live their best lives through holistic, high-performance, and business coaching with her online programs and one-on-one VIP coaching. Heather has always been an entrepreneur and has over 16 years of experie...

​Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions. Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does priva...

Michael Johnson is an Author, Master NLP Practitioner, and a Business Mentor, and Investor. He works with businesses to help them attain the necessary solutions to save them money, improve their revenue, and create a more meaningful impact for their team, their customers, and themselves. With over 30 years of teaching, coaching, and mentoring experience, Michael brings a unique and effective appro...

Junie Moon is a transformational coach, helping people lower the volume of their inner critic so they can create powerful, successful lives. She's been on News 12 New Jersey, Blog Talk Radio Authority Magazine, Thrive Global, and in the Newark International with her film Shed The Shame that She produced and starred in. She's also an international bestselling author of Loving the Whole Package: She...

Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur.  She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing .  Karen is the Leader and Advocate for the Compassionate Capitalist Movement.  She believes entrepreneurism is the greatest source for wealth cr...

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on W...