Achieve Financial Purpose Beyond Your Bank Balance with Melissa Hoyer, CFP®, CPCC™
Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning wi...
27 Jan 202541min
Innovative Strategies to Achieve Financial Security with James Alexander, CFP®
Join James Alexander, CFP®, as he delves into the secrets of achieving financial independence through innovative investment strategies and understanding the psychology of money. Discover his innovativ...
20 Jan 202537min
How Creative Investment Tactics Are Reinventing Real Estate with Ryan Twomey and Lucas Ravanis
Discover how Ryan Twomey and Lucas Ravanis went from a pandemic house hack to co-owning over 500 multifamily units and repositioning RV parks. Learn about their unique strategies, like collaborating w...
13 Jan 202542min
Conservative Hard Money Lending and Scalable Passive Income with David Little
David Little takes us through his fascinating pivot from petroleum engineering to becoming a trailblazer in real estate lending. Specializing in short-term loans for fix-and-flips and commercial gap f...
6 Jan 202543min
The Untapped Wealth of Mortgage Note Investing with Fred Moskowitz
Dive deep with Fred Moskowitz, a former tech professional turned note investing guru, as he explores the lucrative world of mortgage notes. Learn about the unique opportunities and challenges of this ...
30 Dec 202440min
Building a Philanthropic Legacy Through Real Estate Success with Devin Elder
Meet real estate entrepreneur and philanthropist Devin Elder as he shares his journey from flipping single-family homes to managing over 5,000 multifamily units and pioneering innovative land and indu...
23 Dec 202451min
How to Navigate the IRS Maze with Carlos Samaniego, EA
Facing IRS challenges and feeling overwhelmed? Join us for an enlightening conversation with Carlos Samaniego, EA, a tax resolution expert who transformed his personal tax struggles into a career help...
16 Dec 202440min
Why Infinite Banking Is the Key to Generational Wealth with Tom Suvansri, MBA
Meet financial strategist and author Tom Suvansri, MBA, as he explores his transition from corporate professional to a leader in alternative investment strategies and wealth protection. Dive into the ...
9 Dec 202439min
