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เนื้อหาจัดทำโดย Truly Passive LLC เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Truly Passive LLC หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Achieve Financial Purpose Beyond Your Bank Balance with Melissa Hoyer, CFP®, CPCC™

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เนื้อหาจัดทำโดย Truly Passive LLC เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Truly Passive LLC หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

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 with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth.

Key takeaways to listen for

  • [10:25] Unique challenges faced by inheritors
  • [18:48] Importance of simplifying complex wealth structures
  • [24:52] A concept of wealth anonymity and why it’s crucial for inheritors
  • [34:17] How to prepare for and manage significant wealth transitions
  • [43:07] The critical role of family dynamics in wealth preservation

Resources mentioned in this episode


About Melissa Hoyer, CFP®, CPCC™

Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world.


Connect with Melissa


Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

  continue reading

87 ตอน

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iconแบ่งปัน
 
Manage episode 463381097 series 3486025
เนื้อหาจัดทำโดย Truly Passive LLC เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Truly Passive LLC หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

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 with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth.

Key takeaways to listen for

  • [10:25] Unique challenges faced by inheritors
  • [18:48] Importance of simplifying complex wealth structures
  • [24:52] A concept of wealth anonymity and why it’s crucial for inheritors
  • [34:17] How to prepare for and manage significant wealth transitions
  • [43:07] The critical role of family dynamics in wealth preservation

Resources mentioned in this episode


About Melissa Hoyer, CFP®, CPCC™

Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world.


Connect with Melissa


Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

  continue reading

87 ตอน

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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 with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth. Key takeaways to listen for [10:25] Unique challenges faced by inheritors [18:48] Importance of simplifying complex wealth structures [24:52] A concept of wealth anonymity and why it’s crucial for inheritors [34:17] How to prepare for and manage significant wealth transitions [43:07] The critical role of family dynamics in wealth preservation Resources mentioned in this episode [18:30] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi| Paperback [42:50] Raising Financially Fit Kids by Joline Godfrey | Paperback [28:36] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle , Hardcover , and Paperback [45:21] Way Into Wealth Coaching Program About Melissa Hoyer, CFP®, CPCC™ Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world. Connect with Melissa Website: The Wealth Conservancy, Inc. LinkedIn: Melissa Hoyer Email: melissa@twcinc.org Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
 
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 innovative "bucket strategy" for asset management and the tax-saving benefits of defined benefit plans. Packed with actionable advice, this episode offers invaluable insights for white-collar professionals and entrepreneurs aiming to craft a personalized financial game plan and optimize their financial future. Key takeaways to listen for [01:13] How to play your financial game instead of someone else's [06:49] The bucket strategy for managing different goals [17:25] Income structured notes: What they are and how they work [25:05] Defined benefit plans as tax-saving vehicles for high-income earners [33:35] Importance of financial education for long-term success Resources mentioned in this episode [26:43] Accelerate your tax-deductible retirement savings with Edge Financial Advisors' Defined Benefit Plan—an IRS pre-approved solution for high-income earners. Learn more at https://www.yourretirementaccelerator.com/ . About James Alexander, CFP® James Alexander, CFP®, is a financial advisor and partner at Edge Financial Advisors, LLC, in Wheaton, Illinois. Since joining Edge in 2019, he has provided customized investment management and comprehensive financial planning services to families and individuals. With a career in financial services dating back to 2009, James has held various roles at Scottrade and TD Ameritrade, including serving as a branch manager. He holds degrees in Finance and Mathematics from Loyola University Chicago and resides in Naperville, Illinois, with his wife, Rachel, and their son, Theo. Connect with James Website: Edge Financial Advisors Facebook: Ed's Edge | Apple Podcasts LinkedIn: James Alexander, CFP® Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
 
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 with a TV network for an RV park show, and how they leverage mentorship and community to scale their impact. Tune in to see how to transform real estate investments into community assets! Key takeaways to listen for [06:52] Ways to overcome landlord challenges [10:53] Benefits of commercial real estate [13:54] The importance of defining your “what, why, and how” [22:18] Why diversify investing through multifamily and RV parks [33:40] How to leverage self-directed retirement accounts for real estate Resources mentioned in this episode [17:52] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle and Paperback [38:35] Cabin Wars About Ryan Twomey and Lucas Ravanis Ryan Twomey is the Co-Founder and Managing Partner of TR Capital Partners, a real estate investment firm specializing in multifamily properties. He began his career in financial services as a financial advisor and wealth manager before transitioning to an operations analyst role at the parent company of the NYSE. In 2021, Ryan started investing in cash-flowing real estate, initially acquiring and managing residential properties. Recognizing the scalability of commercial real estate, he shifted focus to apartment buildings, achieving financial freedom and the flexibility to design his lifestyle. Through TR Capital Partners, Ryan educates sales leaders and business owners on growing and protecting their wealth by passively investing in apartments, offering an alternative to the volatility of traditional markets. Lucas Ravanis is the Co-Founder and Managing Partner of TR Capital Partners, a real estate investment firm specializing in multifamily properties. He began his career as a Sales Executive at a Fortune 500 Third Party Logistics company, where he spent over six years building his book of business. Seeking financial independence, Lucas transitioned to commercial real estate in 2023, focusing on apartment buildings. This strategic move allowed him to leave his day job and design a life centered around his priorities. Through TR Capital Partners, Lucas educates sales leaders and business owners on strategies to grow and protect their wealth through passive apartment investments. Connect with Ryan and Lucas Website: TR Capital Partners Facebook: Ryan Twomey | Lucas Ravanis Instagram: @ryan_twomey1 | @lucas_ravanis LinkedIn: Ryan Twomey | Lucas Ravanis Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
 
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 funding, he breaks down how his business supports borrowers while delivering solid returns to investors. Tune in to explore his innovative strategies and the unique niche he's built in the industry. Key takeaways to listen for [05:31] The fundamentals of hard money lending [17:35] How to secure investments effectively [21:27] Commercial lending strategies you might want to try [25:18] A transparent look into investor returns [32:10] Importance of deal flow and market dynamics About David Little David Little is the co-founder and manager of Crown Capital Resources, LLC, a Texas-based private lending firm specializing in real estate investments. He earned both his B.S. (2010) and M.E. (2012) in Petroleum Engineering from Texas A&M University. David began investing in hard money loans in 2010 and acquired his first rental property in 2013. In 2016, he co-founded Crown Capital Resources, leveraging his expertise in oil and gas property evaluation to assess and recommend investment opportunities. Under his leadership, the firm has funded over 140 properties, totaling more than $30 million in loans. Connect with David Website: Crown Capital Resources Email: david@crowncapitalresources.com Phone: 817-550-7328 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
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 asset class, and discover how it can generate passive income and diversify your investment portfolio. Don't miss these insights on building financial freedom through note investing. Key takeaways to listen for [01:13] A beginner-friendly overview of mortgage note investing [08:10] Types of notes: Performing vs. Non-Performing [13:21] How interest rates impact note investing [24:55] The role of loan servicing companies in note investing [29:10] What is the lifecycle of a mortgage note? Resources mentioned in this episode [00:37] The Little Green Book Of Note Investing by Fred Moskowitz | Paperback [39:23] Get Fred Moskowitz's FREE Note Investing Guide! Subscribe to his newsletter at https://www.giftfromfred.com and request your copy today! About Fred Moskowitz Fred Moskowitz is a sought-after speaker, advisor, and trainer specializing in entrepreneurship and alternative asset investing. With a 20-year career dedicated to these fields, he has become an authority on building wealth through Self-Directed IRA accounts. Fred is committed to enhancing financial literacy providing actionable education on wealth building, mindset, and success. He regularly shares his expertise at industry conferences and as a guest on investment-related podcasts. Fred is also the author of "The Little Green Book of Note Investing," which serves as a guide for individuals interested in the mortgage note investment industry. Connect with Fred Website: Fred Moskowitz LinkedIn: Fred Moskowitz Instagram: @thefredmoskowitz Facebook: Fred Moskowitz Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
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 industrial investment strategies. Explore the power of vertical integration, the art of land investing, and the importance of diversification in navigating market changes. Devin also reveals how he balances business success with meaningful philanthropy through the DJE Foundation, which supports disadvantaged children. Join us for an insightful conversation packed with actionable tips to build wealth, sustain growth, and leave a lasting legacy. Key takeaways to listen for [01:16] Devin's early real estate journey and the "lightbulb moment" with his first single-family flip. [03:53] Why diversification beyond multifamily properties ensures stability and growth. [07:42] How payroll and market fluctuations led to expanding asset classes in real estate. [13:01] The value of vertical integration for risk management and operational control. [32:19] Structuring debt and equity opportunities for passive investors across asset classes. [44:45] Using philanthropy to create a lasting family legacy and give back to the community. Resources mentioned in this episode [00:39] The DJE Foundation [26:36] John Deere [38:51] Capital Farm Credit [47:54] Aid The Silent About Devin Elder Devin Elder is the Founder and CEO of DJE Texas Management Group, a real estate firm managing over 5,000 multifamily units and specializing in diversified investments across multifamily, land, and industrial assets. A dedicated philanthropist, he leads the DJE Foundation, supporting disadvantaged children in Texas and the Philippines. Known for his strategic vision and community focus, Devin is also a helicopter pilot and family man who enjoys creating meaningful experiences on his ranches. Connect with Devin DJE Texas Management Group Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
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 helping others. Discover actionable advice, debunk common tax myths, and learn strategies to tackle your tax issues effectively. Key takeaways to listen for [10:27] What to expect in IRS collection processes [17:01] 3 steps to resolving tax problems [22:38] Tax resolution scams you should be aware of [27:37] Common myths about settling tax debt [30:32] The impact of home equity on tax resolutions Resources mentioned in this episode [00:32] How To Make The IRS An Offer They Can't Refuse by Juan Carlos Samaniego EA | Kindle and Paperback About Carlos Samaniego, EA Juan “Carlos” Samaniego, Founder of Tax Debt Consultants, LLC, is a nationally recognized tax expert who mentors CPAs, EAs, and attorneys while helping clients resolve tax challenges. A member of the National Association of Enrolled Agents and the American Society of Tax Problem Solvers, Carlos received the 2020 Tax Professional of the Year Award and the EXPY award for his contributions to the industry. Featured on NBC, CBS, ABC, USA Today, and in national media, Carlos has authored How to Make the IRS an Offer They Can’t Refuse and the upcoming FTB Taxpayer Survival Guide. His Tax Debt Consultant Podcast, named a Top 10 Small Business Tax Podcast by Feedspot, shares practical advice globally. Connect with Carlos Website: Carlos Samaniego | Tax Debt Consultants Facebook: Tax Debt Consultant LinkedIn: Juan Carlos Samaniego, EA CTRC® NTPI Fellow® MSCTA Instagram: @jcarlossamaniego YouTube: Carlos Samaniego EA Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
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 concepts of Infinite Banking, redefine wealth, and understand the significance of financial control. Join us for a conversation rich with strategies for building generational wealth and tips to enhance your financial literacy, perfect for anyone ready to challenge traditional financial planning norms. Key takeaways to listen for [09:34] Infinite banking strategy: What it is and its advantages [18:15] The value of properly structured whole life insurance [35:00] Why effective financial strategies require self-awareness and discipline [39:38] How important it is to build a solid financial foundation [43:00] Networking advice for aspiring investors' financial growth Resources mentioned in this episode [06:39] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle , Hardcover , and Paperback [08:50] Becoming Your Own Banker by R. Nelson Nash | Paperback [09:10] Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle [50:11] Wealth Beyond The Numbers by Tom Suvansri | Kindle and Paperback About Tom Suvansri, MBA Tom Suvansri, MBA, is the founder of Perennial Pride, where he serves as a wealth strategist and investment advisor representative. Specializing in advanced insurance strategies and investment analysis, Tom empowers clients to take control of their finances. His expertise extends to real estate investing, including ownership and management of rental properties and participation in private lending arrangements. A Penn State graduate, Tom resides in Stamford, CT, with his wife, Bridget, and their two sons, Aidan and Colin. In his free time, he enjoys reading, exercising, golfing, and spending quality time with his family. Connect with Tom Website: Perennial Pride Podcast: Perennial Pride Podcast | Apple Podcasts and Spotify LinkedIn: Tom Suvansri Instagram: @perennialpride Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
From rural England to the heights of high-net-worth circles, Ash Atkinson’s journey offers a rare look into the elite equestrian world and the luxury investment strategies that followed. In this episode, Ash reveals his strategic approach to market timing, reputation-building, and managing wealth across borders. Listen in to uncover the untapped opportunities and unique insights in today’s investment landscape. Key takeaways to listen for [13:29] Building trust in the luxury market and expanding to various asset classes [16:57] Why timing and market insight is essential in the exotic car investment space [21:04] The role of Pearson Equity Group and how private equity creates new opportunities [23:22] Benefits of the fund-of-funds model in providing rigorous due diligence for investors [26:48] Why pooling capital helps negotiate better terms and boosts investor returns [30:16] The value of investing in legacy businesses during a generational wealth transfer Resources mentioned in this episode [20:41] Pearson plc About Ash Atkinson Ash is a seasoned business development professional with a global background in equestrian management, luxury assets, and high-net-worth investments. Originally from Sudbury, England, Ash began his career managing top equestrian operations in Germany and Mexico before moving to the U.S., where he expanded into luxury real estate, jet charters, and alternative asset investments. Now based in Wellington, FL, he works with ultra-high-net-worth clients and SMEs, focusing on business growth, efficiency, and strategic exits. Holding multiple Florida licenses, Ash leverages his diverse experience to optimize businesses and drive innovation. Connect with Ash Instagram: @ashatkinson1 LinkedIn: Ash Atkinson Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
Curious about navigating today’s challenging real estate market? Join us as we sit down with an expert attorney and seasoned investor, Bishoy Habib. In this episode, Bishoy reveals strategies for building a resilient real estate portfolio, including creative financing techniques and practical insights into deal structuring. Learn how to protect your investments and turn market uncertainty into opportunity. Don’t miss out on these essential insights for elevating your real estate game! Key takeaways to listen for [06:15] How Bishoy turned early challenges into valuable lessons that shaped his journey in real estate and law [09:59] Best practices for finding reliable property managers who make investing in real estate less of a headache [17:00] How rising rates have impacted investments and the inventive strategies experts are using to stay ahead [18:24] Smart approaches for adapting to rising interest rates [38:16] Legal strategies for protecting investments About Bishoy M. Habib, Esq., MBA Bishoy is a seasoned real estate and business attorney with over 11 years of experience in New York and Florida, managing over 1,000 transactions totaling $12 billion. Starting his career in New York City, he specialized in commercial real estate with a major Manhattan hotel developer before returning to Florida, where he expanded his expertise in finance law, representing local governments, banks, and institutional clients. Now based in Tampa, Mr. Habib focuses exclusively on real estate and business transactions, serving a diverse clientele, including developers, lenders, and brokerages. Known for his investor-friendly approach and skillful deal-making, he combines his deep legal knowledge with a creative flair for structuring complex deals, making him a trusted partner for clients navigating challenging markets. Connect with Bishoy Website: Levacy Legal LinkedIn: Bishoy M. Habib, Esq., MBA Instagram: @attorneybishoy TikTok: @attorneybishoy YouTube: Attorney Bishoy Phone Number: (813) 553-2699 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Takeaways: Building trust with your partners is crucial for successful real estate investments. It’s essential to analyze and assess the general partner in any investment deal. Creative financing options can provide flexibility and opportunities in a challenging market. The importance of due diligence cannot be overstated when selecting investment sponsors. Navigating the current real estate landscape requires adapting strategies to market conditions. Understanding the risks of subject-to transactions is vital for protecting your investments. Links referenced in this episode: levacylegal.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
After a sudden layoff, Dustin Heiner set out to transform his financial future by mastering real estate investing. In this episode, he reveals how he turned his passive income dream into reality, breaking down the essential strategies that guided his journey from job loss to financial independence. If you're ready to reshape your own path to financial freedom, tune in and let Dustin's story inspire your next move. Key takeaways to listen for [04:53] How Dustin turned the shock of job loss into a thriving real estate business [13:25] A unique approach to “passive income” and what it really takes to make it sustainable [16:24] Why Dustin prioritizes cash flow over market appreciation [35:52] Insider tips on finding reliable property managers and why they’re essential for stress-free real estate investments [38:36] Why every investor should think like a business owner [41:59] The importance of aligning your investment approach with your own risk tolerance and goals Resources mentioned in this episode Do you want to know how to be successfully unemployed? Go to https://masterpassiveincome.com/freecourse or text RENTAL to 33777, and we’ll show you the secret hacks to building wealth! About Dustin Heiner Dustin is a real estate investor, entrepreneur, and host of the Successfully Unemployed podcast and blog, dedicated to helping people achieve financial independence by creating businesses and investing in passive income. After starting his journey in 2006, Dustin built a thriving rental property portfolio, enabling him to quit his government job in 2016. Through Successfully Unemployed , he now shares strategies and stories to guide others on their path to financial freedom. Connect with Dustin Website: Master Passive Income | Successfully Unemployed | Real Estate Wealth Builders Conference LinkedIn: Dustin Heiner Instagram: @thedustinheiner Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: masterpassiveincome.com/freecourse Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
Unlock financial freedom with Rob Natale, founder of North Square Capital, as he reveals how medical professionals can build wealth through passive real estate investments. From syndications to debt funds, Rob shares strategies for generating income while safeguarding valuable time and navigating today’s financial challenges. Listen in to see how passive investing could transform your financial outlook! Key takeaways to listen for [16:38] The power of real estate syndications over traditional investments [21:36] What a "Financial Health Checkup" can reveal about your wealth goals [26:58 ] Why medical professionals are embracing passive income to balance work-life pressures [31:14] How passive income can help you achieve time freedom [48:30] Why private credit is thriving in today’s market About Rob Natale Rob is the founder of North Square Capital. He is dedicated to helping medical professionals achieve financial freedom and combat burnout through passive real estate investments. With years of experience in asset management, Rob saw a need for more accessible, high-value investment strategies tailored to healthcare providers. Inspired by his family's dedication to medicine, he now brings top-tier wealth-building solutions to those seeking financial security and balance. Connect with Rob Website: North Square Capital LinkedIn: Rob Natale Instagram: Rob Natale YouTube: North Square Capital Facebook: Rob Natale Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Takeaways: Rob Natali emphasizes creating a second engine of wealth through passive real estate investing. Passive real estate investments provide medical professionals with additional income without requiring extensive time commitment. The importance of understanding financial goals before diving into real estate syndications is crucial. Rob discusses the unique challenges faced by medical professionals in today's healthcare landscape. He highlights the significance of due diligence when selecting investment opportunities and operators. Real estate syndications can offer attractive tax benefits, particularly through depreciation strategies. Links referenced in this episode: northsquarecapital.com passiveinvesting.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
Discover the fascinating world of mortgage note investing with the Canadian Note Guy, Nathan Turner. Dial in as Nathan shares how he transitioned from active real estate strategies to a more passive yet powerful approach through note investing. He dives into the benefits of performing and non-performing notes, as well as the potential for steady returns through seller financing. If you're curious about unique investment strategies that could transform your portfolio, this episode is a must-listen! Key takeaways to listen for [04:06] Why you should switch to real estate flipping to passive note investing [10:19] How note investing lets you become the bank, collecting payments without managing properties. [16:13] How modifying loan terms helps both investors and homeowners [18:23] Ways buying distressed notes at discounts can lead to big profits [26:52] The critical role of industry relationships in finding note investment opportunities Resources mentioned in this episode [03:10] Diversified Mortgage Expo [13:14] The Big Short (2015) About NathanTurner Nathan is the owner and president of Earnest Inc., specializing in mortgage note investing. He began investing in the U.S. real estate market in 2008, focusing on creating and buying performing and non-performing notes below market value. With experience in both buy-and-hold and note-flipping models, Nathan is passionate about helping struggling homeowners through loan modifications or creative debt solutions. Known as the "Canadian Note Guy," he also hosts the Diversified Mortgage Expo, sharing his expertise with fellow investors. Connect with Nathan Website: Earnest Investing Email: nathan@earnestinvesting.com Phone Number: (312) 860-3747 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: earnestinvesting.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
Unlock the secrets to transforming your financial mindset with Thomas Blottenberger, who dives into how our personal money stories shape our wealth-building journey. From understanding the psychology of abundance to designing flexible cash flow strategies, Thomas reveals how small shifts can lead to big changes in financial success. This episode offers insights to redefine your approach to money, so don’t miss the chance to learn tools that could change your financial future! Key takeaways to listen for [9:26] Reasons you need to understand market efficiency and asset pricing [13:57] An easy way to understand and quantify investment risk [18:53] How re-evaluating your financial beliefs can unlock the door to greater wealth and stability [23:52] How keeping cash accessible can lead to new, life-changing opportunities compared to rigid financial structures [38:18] Why budgeting isn’t enough to help you gain financial independence Resources mentioned in this episode [38:08] Current [40:26] Matson Money About Thomas Blottenberger Thomas Blottenberger is a dedicated financial coach and co-founder of Paradigm Shift Financial, who entered the industry in 2010 with a mission to transform clients’ relationships with money. Initially disillusioned by the traditional financial industry’s focus on sales quotas over client needs, Thomas sought a more client-centered approach. His journey led him to Matson Money’s science-based investment methods, inspiring him and co-founder Shauna to launch Paradigm Shift Financial. Through his work, Thomas guides clients from stress and scarcity toward a mindset of abundance and purpose, helping them make meaningful, impactful financial decisions based on Nobel Prize-winning investment principles. His ultimate goal is to create lasting positive change in the world through financial empowerment. Connect with Thomas Website: Paradigm Shift Financial LinkedIn: Thomas Blottenberger Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
What happens when seasoned real estate investors face devastating property floods? Join us as we share the highs and lows of handling disaster, revealing hard-earned insights on the risks of active investing and the freedom that comes with a passive approach. Discover how you can build resilience, redefine success, and craft a blueprint for sustainable wealth. Don’t miss this episode for a raw, behind-the-scenes look at real estate's true challenges and rewards. Key takeaways to listen for [05:13] Harsh realities of flood impacts on active investments and how to handle unexpected damage [16:13] How shifting to passive investments can offer greater time independence and lower risk exposure [22:14] Eye-opening trends from experienced investors and why many ultimately choose passive investments [27:19] Smart diversification strategies to mitigate risks for long-term stability [30:49] The critical need for solid insurance planning and trusted adjusters to manage risks effectively Resources mentioned in this episode [30:49] AllCity Adjusting Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
 
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