Thinking Like a Bank

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with peopl...

Matthew Shields is a self-taught entrepreneur, real estate investor, author, and podcast host. He has a great passion for business which led him to founding Virtus Technology, a digital transformation company, and Virtus Property Group, a multifamily investment company. He also co-founded Significant Lifestyle Communities, his 2nd multifamily investment/property management company. Matt is the hos...

Today we have the Co-Founder and Chief Operating Officer of Waalaxy, Guillaume Portalier. He went from $0 to $6M ARR, from 0 to 10k clients worldwide, and from 4 to 30 people, in less than 3 years. Guillaume is passionate about growth & entrepreneurship. If you're interested in growing your business using LinkedIn, and or starting a tech company, Then you'll get a lot of value out of this epis...

Ray Drew has dedicated his entire professional career to helping small business owners navigate through the intricacies of SBA borrowing. His job is to structure a customized loan solution that meets the unique needs of the business and guide the entrepreneur through the process. Ray’s current role is Managing Business Development Officer at Fund-Ex Solutions Group, one of 14 licensed non-bank SBA...

Victor Pierantoni is a coach, lifelong martial artist, and philosophy enthusiast. His path as a coach was inspired from losing his mother when he was seven years old to cancer. This devastating experience taught him to cherish those he loves while training himself mentally and emotionally to be ready for the inevitable battles that life would throw his way. Victor specializes in helping creative b...

Leisa Peterson is The Mindful Millionaire Maker. As a coach, author, business growth strategist, and founder of Wealth Clinic, she helps people elevate their financial consciousness by realizing their true value and becoming financially empowered This episode talks about: Leisa's background prior to coaching clients What does it mean to have a “scarcity mindset” and how does this affect your entre...

Carl Fischer graduated from Cornell University and is a third-generation real estate developer. Carl began his investing career in the 1970s  when he was employed as a rocket scientist  at Kennedy Space Center in Florida. Carl is one of the founders and principals in CAMA Self Directed IRA,  LLC (dba CamaPlan) founded in 2004. CamaPlan is a national company located in Ambler, PA. &n...

This episode talks about: ​​Recap on the Bank on Yourself Concept and what it is Two parts of a cash value whole life insurance policy Leveraging the cash value in a whole life policy for other investments and businesses. What are small business bonds? Who is SMBX? How are they helping small business owners raise capital and investors with earning passive income? Realizing the arbitrage between le...

Vince Shorb is one of the country’s leading advocates for promoting financial literacy and a thought leader in teaching and scaling financial education programming. ​ ​Shorb has led the NFEC in the development of 2,500 financial literacy programs and more than 80 financial literacy assets. He has been featured in publications on USA Today, CNBC, Yahoo Finance, Forbes, CNN Money, MarketWatch, Fox B...

JessicaFialkovich is an exit expert, best-selling author, speaker, small business advocate, and award-winning business owner. The founder of Exit Factor, she is also the co-owner of Transworld Business Advisors in Colorado, Dallas, and Las Vegas. Jessica is an entrepreneur at heart and successfully built and sold two startups, along with her husband and business partner, Al. With Transworld, they...

Mustafa Ladha 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-digit returns and accomplishes this through various means. Mustafa streamlines the investment process, providing accredited and no...

Marc Beshears is the President of Top Wealth Agenda. He has helped his clients grow their wealth to achieve financial security and reach their personal and financial goals and dreams without the risk, worry, or volatility of stocks, real estate, and other investments. Marc has put his clients on track to building more than $50 million of additional wealth they would most likely not have had otherw...

Brian O’Neill is an experienced real estate investor, author, coach, and podcast host. In his real estate business, he specializes in creative finance strategies to purchase properties, offering flexible solutions for both buyers and sellers. Brian uses his 25 years of phone experience to solve sellers' challenges and help them move on. He wrote an eBook on the topic titled, “How to Master The Pho...

Vijay Kailash, a Chartered Financial Analyst and the Founder of Kailash Capital Group, LLC. He's been an entrepreneur since a very young age. His businesses have ranged from selling Mountain Dew out of his locker in eighth grade to investing in real estate at age 23. After achieving LEAN financial independence at age 26, Vijay officially left his stay and steady corporate job in January, 2022 and...

Shannon Robnett has been in the real estate industry for over 40 years. He has been involved from start to finish on over $250MM  in construction projects covering the gamut from multi-family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage. As a developer with over 25 years of personal and hands-on development and construction exper...

David C Barnett is an author, speaker, advisor, and former business broker.  David loves to say that it took him 10 years to un-learn what he was taught in business school.  University had trained him to be a middle-manager in big enterprises, he was totally unprepared for the realities of small business. After a career in advertising sales, David started several businesses including a c...

Daniel Weisfield is a third-generation mobile home park investor, operating more than 40 manufactured housing communities in 7 states and serving over 10,000 residents. His grandfather immigrated to the U.S., saved money by fixing cars in his backyard, and eventually bought a mobile home park. To build on that legacy, Daniel’s professional mission is to turn the “trailer park” stereotype on its he...

Moshe Grunhut is a life insurance agent with New York Life. In under two years, he has been able to help hundreds of families and business owners get the financial protection they need. He focuses on getting people the information they need to make the right decisions. Moshe has used LinkedIn to bring in over half of his business, generating consistent inbound leads by utilizing the platform. This...

Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their return on life. He is the co-founding partner of Invictus Capital, a multi-family acquisition firm based in Minneapolis, Minnesota with $40 billion in assets under management that provides busy working professionals with the opportunity to invest better.  As the ho...

Taylor Loht is on a mission to teach busy professionals how they can invest in real estate without dealing with tenants, toilets, and termites. He highlights and distills the knowledge, experiences, and lessons of expert real estate investors through his podcast The Passive Wealth Strategy Show. His goal is to help his listeners and investors build lives of abundance and escape the Wall Street Cas...

Ben Stein grew up working with his parent's small business, a summer camp providing adventure expeditions, language immersion, and community service programs for teenagers. Prior to SMBX, he spent multiple years working at Square, helping small businesses, transition to credit cards and software that would grow their businesses. During his time at Square, he helped the organization scale from 250...

Marco Salinas is the President and founder of Credit 360 Consulting and is certified as a FICO Credit Professional and a Consumer Credit Counselor as well as a Certified Financial Coach and specializes in consumer credit and debt relief and has been helping consumers with their financial needs since 2008. He is an Amazon Best Selling Author and has co-authored a book with the legendary Brian Tracy...

Chris Forsythe owns and manages the Forsythe Agency. The agency has been in Pittsburgh, Kansas area since around 1947. Although insurance has been their main focus for some time, Chris wants to do even more. Forsythe Agency has expanded into different aspects of the business. His current portfolio includes Forsythe Insurance Agency, Forsythe Enterprises, LLC, Precision Coffee Company, and Joplin A...

Diana Murphy is a life and mindset coach for CEOs of small businesses and expert advisory firms. She helps high integrity family valued business owners run, design, and flourish in their businesses without regret, stress, and worry. She's the host of the Regret Proof Podcast. This episode talks about: What got Diana into coaching small business owners? Steps to helping clients define and achieve t...

Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability...