Wealth Strategy Secrets of the Ultra Wealthy Podcast

As the founder and CEO of King Operating Corporation, Jay Young drives strategy and vision for the Leadership team, with oversight over operations and client relations. An oil man at the core, Jay has been in the oil and gas industry for almost 30 years and his family has been in the business for over 100 years.   ‍In addition to his duties at King, Jay hosts the podcast the Jay Young Show,  and i...

Billy Keels runs First Generation Capital Partners, is originally from Columbus, Ohio and has an extensive career in the tech industry and currently lives offshore in Spain.    Billy was a successful tech sales executive that was following traditional financial planning advice by investing in his 401k and the stock market.  He did not have the time nor understood that there was a better way to int...

Ted Lanzaro is a highly recognized and respected Certified Public Accountant, real estate investor and real estate broker. He is the founder of Landmark CPA Group, a boutique CPA firm specializing in accounting and taxation for the real estate industry.    For the past 31 years, he has helped thousands of real estate business owners, entrepreneurs and investors all over the United States implement...

RJ Burr, is a third generation producer of American oil. Born into the industry, Mr. Burr was at his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ funded his first partnership and never looked back.    RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr's...

In this episode, Dave Wolcott, CEO of Pantheon Investments is a guest on the Cash Flow Connections Podcast. He chats with Tyler Lyons about his experiences as an investor and how he provides cash flow and diversification from all kinds of markets.     Dave also shares his expertise in the financial world and discusses how he is able to help investors achieve their goals by developing alternative w...

Yonah Weiss 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 hundreds of millions of dollars on taxes through cost segregation.   Yonah has a background in teaching and a passion for real estate and helping others. He's a real estate investor and host of the top podcast Weiss Advice!   Ar...

Jeff Huston is a business leader who understands the world of growing and protecting wealth. As a visionary, Jeff developed 3D Money with the investor in mind, drawing from his vast experience in the financial world. For 30 years, Jeff has owned and developed businesses, from insurance and financial services to raising money for REIT investments to leasing companies and note offerings. Jeff's stor...

Dedicated to developing others' talents and skilled at puzzling out how the different parts of a person fit together, Julia Waller creates paths for people to grow and fully express who they are by connecting the dots  between their experiences, talents, and passions.  For more than two decades now, Julia has been having one-on-one Unique Ability meetings with Strategic Coach team members, helping...

Erik Cabral left corporate America after 20+ years. He jumped head first into real estate investing in order to achieve financial freedom. Educating himself, building networks, and analyzing hundreds of deals he purchased his first multi-family building in less than one year.  He's a partner in the Renault Winery & Resort, which is the 2nd oldest winery in the US, offers private capital to his net...

Alix has been involved in real estate, construction and development for the last 20 years. He started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. Shortly after starting his own building company in 1999, Alix started investing in real estate with single family spec homes, single family rentals, c...

Zach Haptonstall, is the Chief Executive Officer and Co-Founder of Rise48 Equity, which has completed over $1.5 Billion dollars in transactions in just 3 years since it was founded in 2019. Rise48 Equity now has over 100 full-time employees in Phoenix.  Zach has been a licensed Real Estate Agent in Arizona since 2016. He is also an official member of the Forbes Real Estate Council, a Directors Cou...

Ben Fraser is responsible for capital markets at Aspen Funds, a macro-driven alternative investment firm, having raised $100MM+ from investors over the past several years.  Ben has experience as a commercial banker and underwriter, as well as working in boutique asset management. Ben is a contributor on the Forbes Finance Council. He is also a co-host of the Invest Like a Billionaire™ podcast. Ben...

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 education and crea...

In 2012, Reed Goossens quit his job in Australia and moved halfway across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, RSN Property Group. Reed now syndicates large multi-million dollar deals across the U.S.; he has now achieved financ...

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $100M in real estate across 1100 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. Hosts The Multifamily Live Podcast and The Jason and Pili Project (podcast).  Jason is also the founder of the New Jersey Multifamily Live Club with over 2,000 members that focuses on Real Estate Synd...

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $300M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions . Rob shares how he was raised in a family full of real est...

Richard Coyne is a full-time Real Estate Syndicator and Real Estate Investor.  Richard formed JCLange and Company in 2016 to invest in Real Estate and later teamed up with Bill Zahler to form Park Capital Partners.  Park Capital Partners helps busy professionals achieve passive income by gaining access to the private real estate market through shares of syndicated Multifamily real estate investmen...

Wayne Courreges leads the investment lifecycle and investor relations for CREI Partners— a multi-family investment firm focused on SE United States.  His current projects include a 98 unit build to rent development in Lafayette, LA and recently went under contract for 101 units in Houston, TX.   Over Wayne's 15 year commercial real estate career, he has worked closely with dozens of real estate pr...

Logan Freeman is co-Founder and Principal of FTW Investments and serves as the Chief Development Officer. Logan has facilitated over $150M in real estate transactions. Mr. Freeman is an advocate for affordable housing and works closely with many organizations in helping to end homelessness in Kansas City. Understanding how to "do well by doing good" is Logan's motto and has made it his "why" for d...

Kevin L. Day is one of the leading estate planning and international asset protection planning attorneys in the United States. He was a university academic administrator for eight years, a law professor at the doctorate level and a law school Dean of Students, before going into private practice.  Mr. Day is very active in both business and community affairs. He was a member of San Diego's Internat...

Pete Snell is a disciple of Jesus. Husband. Father. Growth Fixer. Mountain Bike Crash Magnet! In collaboration with King's CEO Jay Young, Peter focuses on prioritizing the lens of the partner and scaling the business. Peter's role centers on the disciplines of Partner Relations, Strategy, Marketing, and Sales. He founded and led a company through 2.3X average annual growth for 3 consecutive years,...

Dan is one of the managing partners with PassiveInvesting.com which is a national passive real estate investing firm based in the Carolinas. He has led his real estate syndication company to acquire 4,200+ units with a portfolio valued over $1 Billion with just over 1,750 investors active in those assets. Mr. Hanford is also the founder of the Multifamily Investor Nation (#MFIN) where he provides...

Byron Elliott is a Founding Partner of 3 Pillars Law and the Chief Vision Officer of REI Keyholder Limited. He is an experienced attorney and business owner who has supported real estate syndicators through acquisition, due diligence, closing, entity formation and private equity offerings. As Chief Vision Officer of REI Keyholder, he provides direction on the investment strategy for the organizati...

Wes Barefoot is a passionate entrepreneur with extensive experience in franchising. Wes brings years of experience as both a franchisee, as well as working with Franchisors, where he's worked across a variety of operational, management and franchise development roles.  With today's talk, you are going to learn everything that is needed for creating a successful franchise business. You will hear ab...

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust; to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment...