Thinking Like a Bank

Alex Breshears is a private money lender, short-term rental owner and manager, educator, a limited partner in multifamily syndication, and a community builder who partners with active and passive real estate investors, syndicators, and military spouses to grow their financial independence, knowledge, and professional network. Alex started a private lending company, Infinite Road Investments, in Ap...

Drew White is a fellow Infinite Banking professional, a former pediatric oncology nurse turned modern wealth consultant for real estate investors, business owners, and athletes. He teaches people how to become their own banker, and strongly believes that everyone should find their banker and control their own money supply. He graduated from nursing school with over $150,000 in student loan debt an...

In today’s episode, we are joined by Greg Junge. He has been a real estate investor since 2012 and a realtor since 2015. Greg is originally from Long Island, NY and currently lives in Phoenix, AZ with his wife Mandy and their dog, Buster. He enjoys reading personal development, mindset, and anything related to real estate and sports. He is a co-author of the book Success Habits of Super Achievers....

Sarry Ibrahim is joined by Paul Moore, the Founder and Managing Partner of Wellings Capital. Paul is a contributor to BiggerPockets and Fox Business and an author of three books. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been a featured guest on 200+ podcasts. Paul entered the management development track at Ford Motor Company in Detroit. After five years, he...

In today's episode, Sarry Ibrahim is joined by Courtney Dyer, she is the Vice President of Private Bank at Zion Bank. Courtney has over 12 years of experience in the financial industry and specializes in helping clients achieve their financial goals.  She works with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. S...

Today’s guest is Dan Lewkowicz, a seasoned real estate veteran with over 15 years of expertise in the industry. His career started from house hacking and quickly evolved to flip houses in and around metro Detroit. He established a company in 2005 called Disability Made Easy. He eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, ren...

In this episode, Sarry is joined by Randy Crabtree, CPA, with 30 years of experience in public accounting and tax consulting.  He worked closely with top company executives on tax planning and preparation engagements. Before co-founding Tri-merit, He was a managing partner of a certified public accounting firm. He handles tax consulting activities in a wide variety of industries.  He lov...

In this episode, Sarry is joined by Vikkie J, a certified life coach, personal organizer and podcast host inspiring her listeners to live their best life while embracing all that life brings. She is a physical therapist by profession but a life coach organizer by passion.  She earned a B.S. in Exercise Science and a doctorate in physical therapy from the REAL HU-Howard University.  She c...

On this Episode, Sarry is joined by Terrel Turner, a Certified Public Account, creator and host of the Business Talk Library. It is a platform that was born out from a desire to help struggling business owners. Terrell brings over a decade of experience from running Fortune 500 business segments to helping start-ups. This episode talks about: How do ADA tax credits work for some small business own...

Today’s episode involves real estate investing using your whole life insurance policy and other retirement accounts. Our special guest today is Benjamin Morgan Benjamin Morgan has been in the Real Estate industry for over 20 years both on the mortgage side of things and also on the investing side of things. He started The Legacy Investment Group about 5 years ago to help homeowners  who are f...

Managing $150 million in Assets Under Management (AUM) requires a different way of thinking about money and a different way of approaching challenges. It requires you to “Think Like a Bank”. This is why we are excited to introduce our guest today, Whitney Sewell to share his journey and how he has grown a massive real estate syndication operation. Founder of Life Bridge Capital LLC, Whitney began...

Debt is of course an overwhelming subject to talk about. Most people who are in debt feel trapped and have nowhere to go. The best solution to this problem is to understand what the banks and creditors are thinking, hence the name of the show; Thinking Like a Bank. Today’s guest is attorney Shawn Yesner who is going to talk about crushing debt. Shawn M. Yesner is a Florida native, born in Tampa an...

Thinking Like a Bank also involves thinking about how you’re going to grow your business. One of those ways is through marketing, specifically, online marketing. Our host; Rouan Kruger, a board-certified pharmacist, turned lifestyle entrepreneur reveals all his strategies and the seeking out of strategies to truly find what it takes to make you thrive. Discover with no fluff, how to truly jumpstar...

I’m sure you’ve stumbled upon annuities and wondered if they are a good fit for your portfolio. Most people have mixed views. Either good or bad. This is typically the case with a lot of financial products and solutions. They are either ‘good’ or ‘bad’ for you. Of course these are subjective terms and the whole good/bad argument really depends on what you want to accomplish. That is the key word;...

With us today, Brad Costanzo: Brad Costanzo is a serial entrepreneur, consultant and investor who has started, sold and currently owns several businesses. His investments range from equities to crypto and private angel investments in companies that range from e-commerce to real estate and even space. He’s the founder of Costanzo Marketing Group and Costanzo Capital and is the host of the hit podca...

Today’s episode takes a deep dive into how to raise capital and start a fund with Bridger Pennington. Bridger is Co-Founder at Investment Fund Secrets, founder of Black Bridge Holdings Bridger joins us today to share his expertise on the following: What is a fund? Why is it important for business owners to learn how to raise capital? How to raise capital? What to consider when raising capital? Why...

With us today is a special guest, Marcus Norman, the host of GentleMan Style Podcast and CEO of a real estate investment firm and Property Management company based in Virginia.  Marcus started an investment firm that seeks to achieve higher returns for its investors, board members, and market partners through traditional markets and alternative markets foreign and domestic. Located primarily...

Join us for today’s episode with Serg Lupescu. Serg shares his expertise and background on Residential Assisted Living (RAL) and why this niche is unique to operators and real estate investors. Serg shares how this is a growing niche in real estate along with the financial benefits to those involved in this niche. Also, Serg shares how this helps those aging and in need of RAL. You can reach out t...

How much do you save, invest, and spend? What percentages of each do you allocate? These questions lead to a concept called Profit First, which is the practice of profiting first in your business by having the proper allocations in place. This concept alongside the Bank On Yourself Strategy is unstoppable. Think about it... Having the ability to recoup more money from your business and have it gro...

Have you ever thought about getting into real estate investing but don’t have the time because you’re too busy with your day job? Have you ever heard of ‘passive real estate investing? Well, that’s exactly what today’s show is about. How to invest in real estate passively, even when you are busy. Our special guest today is Alina Trigub. Alina is the founder and Managing Partner of SAMO Financial....

A few of the core principles of Thinking Like a Bank include saving on taxes and investing in real estate. Lucky for you, today’s show includes both of those subjects..saving on taxes while investing in real estate. One way to do this is called “Cost Segregation” which is explained by our expert guest, Yonah Weiss. Learn how you can utilize these methods and save a lot on taxes. To learn more abou...

As mentioned in previous episodes, one of the core principles to Thinking Like a Bank is investing in real estate. One of the main requirements when investing in real estate is getting title insurance. This is usually required by lenders before closing. Title insurance is something very few people know and understand. We have a special guest today, Michael Ham, who will share his expertise on titl...

One of the core principles of Thinking Like a Bank is to invest in real estate. No doubt, this is a lucrative route to take and sometimes does not require all of your money. One of tools used in real estate investing is a mortgage, which is of course a secured loan against a property. Although mortgages are helpful and widely used, not everyone can qualify for a mortgage. There are certain require...

On today’s show, we take a deep dive into passive real estate investing with Tait Duryea. Tune in to learn more about why and how passive real estate investing works. We talk about how you can invest in real estate without any work or skills and very limited risk. We also talk about how you can connect your Bank On Yourself type whole life insurance policy with passive real estate investing to hav...

On today’s episode, we talk about the Bank On Yourself Concept with a special guest. His name is Mark Willis. Mark is a Certified Financial Planner and President of LakeGrowth Financial Services in Chicago, IL. Mark is also Sarry Ibrahim’s mentor and has guided him through the Bank On Yourself journey. Listen to this episode to learn more about this concept and how it can help you grow safe and pr...