Wealth Matters By Alpesh Parmar

Alex and Ed were recognized in the 2021 Forbes Best-In-State Wealth Advisors list, and they're also the Co-Founders and Managing Partners of Birch Run Financial, a financial advisory managing $350M+ in clients' assets. They're also the authors of Mastering the Money Mind: A New Way of Thinking About Personal Finance, a book that offers advice investors of all ages can use to make smarter financial...

As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and ear...

Alejandro Szita (pronounce “SEE-tah”) is a California & Florida mortgage broker for business owners and self-employed professionals. A real estate and mortgage professional since 2005, he explored the world of real estate from all angles—commercial, residential and capital raising—before realizing that real estate finance was his true passion. His clients range from top artists and entrepreneu...

With over 20 years of experience as a nonprofit professional and foundation advisor, She works with philanthropic institutions and foundations interested in successful, high-impact grant-making, so you can make a true and lasting positive contribution to the world on your terms In her early career, she chose to work in the nonprofit sector because she saw it as a place where she could make a posit...

Eric and Tiffany Vogel began investing in real estate in 2018 and owned several homes together as business partners before they were married. They found financial independence after 3.5 crazy years of investing, primarily in buy-and-hold rental properties. Now the Vogels have shifted their focus to helping others achieve financial freedom. They launched The On Purpose Investor podcast in 2022 to s...

John lost a full-time W-2 job and struggled mentally and emotionally for months before he found his home in real estate business and a passion for not only helping his own clients but he also has a gift for helping others grow businesses organically through the power of social media.  John coaches others to do this with no cold-calling and no-pitching, just purely sharing stories and treating...

Today’s guest, Jacob Vanderslice, is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States.  VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners’ success is driven by a commitment to delivering...

Though starting his career in a corporate setting (and hating it!), Micah struck out on his own and founded his CPA firm in 2013. Micah loves crypto and is involved in it daily – both as an investor and an accountant.  But he quickly realized that nobody understands how the taxes work.  Since then he's spent the majority of his time helping clients navigate the Wild West of crypto taxes....

Jeremy is a commercial real estate insurance advisor who’s been teaching investors how to buy and protect properties since 2013. He’s the owner of Shine Insurance, which aims to protect some of the top real estate investors in the country  and the creator of The New Home Buyers Guide. As the host of the most watched insurance agency channel on Youtube, Jeremy shares stories & answers ques...

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing Invest in Short Term Rentals using Here . 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 the host of the real asset investing Podcast – “Wealth Mat...

Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip jo...

Louis O' Connor, Founder, and Principal of Strategic Metals Invest. We are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals. *DISCLAIMER - We are not giving any financial advice. Pleas...

Kim Cressell, coach, author, and consultant, has been involved in real estate rentals and property management for more than 20 years. Her work began with annual leased rentals in key cities, & then she learned how to double and sometimes even triple the rental income by switching to nightly, weekend and weekly rentals using available technology platforms such as Airbnb, VRBO, & Booking.com...

Patrick is the Co-founder and former CEO of Aperio Group, an investment firm with an astounding $44B assets under management by over 10,600+ investors. They were acquired by BlackRock, the world's largest asset manager, for $1.05B in 2020. Patrick has worked in the financial industry for 40+ years and is one of investing's good guys.  Patrick is also the author of ""Transparent Investing"", a...

Jason has been investing in real estate for over 10 years. He started with single-family homes and has since moved into the multifamily real estate space. He scaled his portfolio to over 1000 multifamily units in just a few years. Jason grew up in a lower-class family and was always mindful of the tenants that he served.   That concern led him to transition his company into the affordable hou...

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing  Invest in Farmland using Acretrader. 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 the host of the real asset investing Podcast – “Wealth Ma...

Ryan is the Chief Operating Officer of Suncrest Capital LLC. He is responsible for driving operational efficiency in each community. He works closely with community managers to ensure optimal occupancy and expenses. Ryan has over 13 years of experience as a real estate agent directly involved in over $41M in sales. Ryan is a mobile home park owner and operator. He holds a degree in Biology from Ce...

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing Investing in Metals and Stones. 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 the host of the real asset investing Podcast – “Wealth Matters”. Alp...

Christopher Nelson is an experienced technology executive (2 x IPOs), real estate investor, author, and the Principal and co-founder of Wealthward Capital.  Wealthward Capital is a real estate investment firm with a diverse portfolio of over 3,000 multifamily units, mobile home parks, and ATMs.  Christopher shows technology employees how to achieve financial independence through educatio...

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing August Cryptocurrency news. 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 the host of the real asset investing Podcast – “Wealth Matters”. Alpesh...

Today we welcome Josh Rhodes, Founder of Crypto Y’all. He’s a full timecrypto investor, enthusiast, and business owner. Josh got his start as areal estate investor and marketing agency owner before discovering thepower of crypto as a wealth building asset.  Now, he helps the cryptocurious safely understand how they can invest in the greatest financialtechnology in history. *DISCLAIMER - We ar...

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing How to invest in Rare Wine and Whiskey. 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 the host of the real asset investing Podcast – “Wealth Matte...

Thirteen years after his career as a professional baseball player ended, Josh established himself as a successful entrepreneur and CEO of multiple companies. He is a man of faith, father of four, and husband to a rockstar woman. Josh is intensely focused on empowering men and women to live a life of exceptional impact, influence and faith. He challenges the status quo by wringing out every second...

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing Explore Investing in Water Rights. 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 the host of the real asset investing Podcast – “Wealth Matters”....

Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated multifamily deals totaling 422 units and valued at over $21.5m. She has also been an equity partner for multifamily investments totaling 438 units and...