How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale...
Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he...
Ready to make your money work for you, without becoming a landlord? Travis Watts breaks down how limited partners build wealth through multifamily syndications. He shares lessons from his journey from single-family “DIY investor” to full-time LP, explains...
Want to earn 10–16% returns through real estate that others overlook? Brian Seidensticker breaks down how investors profit from tax liens, tax deeds, and untapped property opportunities nationwide. He shares his journey from aerospace engineer to leading a platform...
Keep more of your profits and build wealth tax-deferred as Jon Hilley reveals how the 1031 exchange helps investors legally defer taxes while compounding their wealth. He shares insights from the cannabis industry and explains how Delaware Statutory Trusts (DSTs) are...
Most people don’t realize their life insurance policy is an asset they can sell. Rob Haynie explains how seniors and business owners can tap hidden value in term and whole life policies. From cash surrender options to retained death benefits, he shares insider...
