Wealth Matters By Alpesh Parmar

Ted Lanzaro is a Certified Public Accountant, real estate investor, real estate broker, author, and speaker with over 29 years of real estate tax consulting and investing experience. He runs Lanzaro CPA, LLC a boutique CPA firm specializing in accounting and taxation for the real estate industry. For the past 29 years, he has helped thousands of real estate business owners, entrepreneurs, and inve...

Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is Host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. H...

Brian Adams is a recovering attorney hailing from a family office background dedicated to providing investors with direct access to institutional alternative investments that can generate passive income in a tax-efficient manner. He pulls on his extensive experience in the legal, private equity, and real estate industries to provide a broad market view of the entire alternative investment landscap...

With his dedication to solving real estate needs for entrepreneurs coupled with his ability to thrive under immense pressure, Chris Ressa hasn’t let the pressures of the world affect who he set out to be. He has persistently earned his way into becoming an established industry influencer. No wonder he has been recognized by Chain Store Age for his achievements and made it to their 10 Under 40: The...

Logan retired from NFL in 2013. In 2018, Logan founded LiveFree Investments, a successful real estate investment firm that ensures strong returns on capital from secure, collateralized real estate investments. Today, he is a husband, and father to a brand new baby girl based in Kansas City and is continually investing in himself so that he can provide great value to his investors; making sure to p...

Stephen has significant sales, insurance and real estate experience, and has worked with many individuals and several start-ups and small businesses in designing financial plans and achieving financial goals. Stephen has been serving his clients since 2003, with a special focus in Financial Services. In 2011, Stephen led the initiative of what eventually became a full service financial services an...

Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. Travis has invested in over 28 passive syndications between 14 different firms. Travis now dedicates his time to educating others in the world of investing and has made it his missio...

Caeli Ridge is the owner and CEO of Ridge Lending Group.  She has spent the last 22 years as a nationwide lender and loan officer in both residential and commercial transactions.  She is an experienced real estate investor, having held over 40 properties across the United States, at any one time. She has worked with tens of thousands of investors and homeowners all over the country. She...

Universal life (UL) insurance comes in a lot of different flavors, from fixed-rate models to variable ones, where you select various equity accounts to invest in. Indexed universal life (IUL) insurance allows the owner to allocate cash value amounts to either a fixed account or an equity index account. Policies offer a variety of well-known indexes, such as the Nasdaq-100 or the S&P 500. IUL i...

Formerly an Aerospace Engineer, Ali Boone is a lifestyle entrepreneur, author and real estate investor. After leaving her 9-to-5 to pursue ultimate freedom through entrepreneurship, her company Hipster Investments managed to facilitate over $18M in real estate transactions in it’s first five years of business. Ali also teaches flying and can often be found snowboarding or volunteering in prisons....

AVERY CARL bought her first rental property at age 26 on a 37,000 salary. Through strategically investing in short term rental properties in mature vacation rental markets, she was a millionaire by 31. She now owns a portfolio of 24 properties, and is the CEO and founder of the Short Term Shop, a real estate team that helps investors acquire short term rental properties in the most recession resis...

Matthew Ricciardella is the Founder and Chief Executive Officer of Crystal View Capital. Matthew is responsible for the management and oversight of Fund II, including investment strategy, fundraising, asset management, and operations. He is a member of Fund II’s Investment Committee and Management Committee. With over 16 years of experience in the real estate industry, he has personally been a pri...

Dax Cooke is the the Founder of Farmfolio. After graduating from the University of Alabama, Dax entered the wide world of financial services, where he successfully founded and exited multiple startups.  In 2014, after spending a decade in the financial services industry and co-founding an INC 500 Fin-Tech company, Dax moved to Panama City, Panama, where he developed a passion for agriculture...

With decades of experience and an impressive resume, Paul offers a fresh perspective on creative real estate investing and philanthropy in 2019. Paul also is an experienced podcast guest, having appeared on 60+ shows and counting. After graduating with an engineering degree and an MBA from Ohio State, Paul Moore started on the management development track at Ford Motor Company in Detroit. He later...

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed...

Jens is originally from Denmark, where he worked various jobs from a young age. In 1994, he was offered a job in London, and decided to take the leap to explore the world; that job quickly let him to a transfer to the United States where he has lived since 1996.  After a successful career in telecommunications and IT, Jens shifted his focus from being an employee to becoming an entrepreneur....

Andresa was born and raised in Brazil. She is Lorenzo’s mother and a developer who specializes in full gut renovation projects, new construction and is currently focusing on building medium to larger commercial developments. Andresa is the co-founder of The Real Estate InvestHER® community, a platform to empower women to live a financially free and balanced life.  Andresa has a rental portfol...

Peter R. Fischer is a partner with Sklar, Kirsh, LLP, and a member of the Firm's corporate and real estate practice groups. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, private equity providers, investors and lenders.  Peter has closed or supervised transactions totaling nearly $3 billion dollars. Peter's practic...

Brett Swarts  is the Founder of Capital Gains Tax Solutions and host of the capital gains tax solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. Brett is considered one of the most well-rounded Capital Gains...

Today's guest is Adam Jason, founder of BRRRRinvest.com. In addition to founding BRRRRInvest.com, he is a partner and serve as head of legal for a real estate and agriculture investment firm specializing in emerging market investments based out of Medellin, Colombia. His life has changed a lot in a short period of time, and he credits it to the power of real estate investing and the BRRRR strategy...

Richard Duncan is the author of three books on the global economic crisis, including the international bestseller, The Dollar Crisis: Causes, Consequences, Cures , which forecast the global economic crisis of 2008 with extraordinary accuracy. Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management...

Matthew Gardner is Chief Economist for Windermere Real Estate, sits on the Washington State Governors Council of Economic Advisors; chairs the Board of Trustees at the Washington Center for Real Estate Research at the University of Washington; and is an Advisory Board Member at the Runstad Department of Real Estate at the University of Washington where he also lectures in real estate economics. Ma...

In 2002, Robert wrote the book Timing the Real Estate Market which is the only book ever written that shows investors how to predict the peaks and valleys of real estate cycles with a 85-90% degree of success. Most notably, Robert’s real estate timing model predicted the top of the 2000-2006 housing bubble within two months of peak prices. The son of a successful San Diego home builder, Robert wor...

Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the new podcast Weiss Advice. Here are the q...

Scott Smith is the owner of and Asset protection attorney at Royal Legal Solutions. We are discussing about Asset Protection strategies for real estate investors. Here are the questions from the podcast: •         What do you do? •         What is asset protection and why does one need it? •       &...