Charity Meets Profit: A New Way to Invest in Struggling Companies with Jared Yellin
Jared Yellin discusses his work in Israel, where he acquires distressed software companies and provides them with cash and operational support. In a wildly innovative spin, he’s set up a 501C3 charity called the Innovation Bridge Foundation, which allows high-net-worth individuals and corporations to make charitable contributions and receive tax deductions. The charity then invests in the for-profit portfolio, Create Israel, which acquires distressed companies and turns them around.
3 Key Takeaways:
1. Innovative Investment Model: Jared introduces a groundbreaking approach that leverages philanthropic donations to acquire and scale distressed tech companies in Israel, providing a low-risk opportunity for donors with significant potential for returns.
2. Strategic Use of Capital: Jared explains how his methodology emphasizes the efficient use of capital and operational control to turn around distressed companies and generate sustainable growth without relying on excessive external funding.
3. Philanthropy Meets Profit: Learn about the dual benefit of Jared's model—where donors receive immediate tax deductions while potentially benefiting from the upside of stabilized tech companies, making it a unique win-win strategy.
The world of business is constantly evolving, and so too are the ways we think about investment and corporate responsibility. Blending the objectives of charity with profit-making presents an innovative approach that challenges traditional boundaries.
Chapters:
00:00 Introduction and Background
03:11 Taking Full Operational Responsibility for SaaS Companies
06:05 The Innovation Bridge Foundation and Creative Financing
09:17 Donor Network and Voting Rights
16:45 Using Philanthropic Dollars to Create Stable Assets
Connect with Jared Yellin:
LinkedIn: www.linkedin.com/in/jaredyellin
Facebook: www.facebook.com/JaredIYellin
Instagram: www.instagram.com/jaredyellin/?hl=en
Twitter: https://twitter.com/JaredYellin
YouTube: www.youtube.com/channel/UClo7fdQ5d-ZejetjQgTm28A
TikTok: https://vm.tiktok.com/TTPdSS5Mvw/
Company Website: www.cr8te.com
Foundation Website: www.innovationbridgefoundation.org
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The Case Against Fiat Currency: What’s Next for Our Financial System with Jimmy Song
In this conversation, Jim interviews Jimmy Song about Bitcoin and the problems with the fiat monetary system. They discuss the concept of exchanging time for money and how the government's control over money is a form of slavery. They also explore the potential future of Bitcoin and its impact on economies, particularly in developing countries.
3 Key Takeaways:
1. Decentralized Digital Scarcity: Song explains Bitcoin as a unique form of decentralized digital money that merges the benefits of both decentralization and digital convenience, distinguishing it from both physical assets like gold and centralized digital currencies like the US dollar.
2. Impact of Fiat Money: The discussion highlights how fiat currencies, particularly the US dollar, distort economic realities through excessive money creation, leading to inflated costs and bloated administrative sectors. This mechanism undermines traditional value and productivity.
3. Future of Currencies: The episode explores the potential collapse of fiat currencies, including the US dollar, and the rise of alternative systems. Song provides a forecast of how hyperinflation might manifest and the role Bitcoin could play as a more stable financial instrument amidst global economic shifts.
Jim and Jimmy have provided a thought-provoking discussion on the limitations of the current fiat monetary system.
Chapters:
00:00 Introduction and Background
04:35 Understanding Bitcoin
07:57 The Problems with Fiat Money
14:54 The Future of Bitcoin and Fiat Money
22:36 The Impact of Bitcoin on Developing Countries
27:52 The Potential of Bitcoin in Five Years
36:33 The Importance of Focusing on Fewer Things
39:59 The Book That Shaped Jimmy's Thinking
42:35 Conclusion and Earl Nightingale's 'The Strangest Secret'
Connect with Jimmy Song:
Twitter: https://x.com/jimmysong
Medium: https://jimmysong.medium.com/
Linkedin: www.linkedin.com/in/jimmysong/
14
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Finding Gold in a Seller's Market: Andrew Lucas’ Secrets to Cash-Flowing Deals
In this conversation, Jim interviews Andrew Lucas, the founder of Deal Finders Club, about his journey in real estate investing and finding cash flowing assets. Andrew shares how he transitioned from a nine-to-five job in hospitality to building a successful real estate business. He emphasizes the importance of treating real estate as a business and finding cash flowing properties. Andrew also discusses the Deal Finders Club, which helps individuals find discounted real estate opportunities in their local communities.
3 Key Takeaways:
1. Real Estate as a Path to Wealth: Andrew shares his transition from hospitality management to real estate, highlighting how he built a substantial portfolio and retired his wife from her job within two years.
2. The Importance of Mentorship: Andrew emphasizes the role of mentors in accelerating success and avoiding common pitfalls, stressing the value of community and coaching.
3. Finding Opportunities in Any Market: Despite common beliefs that certain markets are too hot, Andrew explains how to identify and acquire discount properties, turning them into profitable investments.
Andrew's journey from his early struggles to becoming a thriving real estate entrepreneur is a testament to the power of perseverance and learning from mistakes. His story shows that with the right mindset and a willingness to adapt, success is within reach for anyone willing to put in the effort.
Chapters:
00:00 Introduction and Background
05:38 How Deal Finders Club Works
08:34 Overcoming Obstacles and Finding Opportunities
12:49 Addressing the Fear of Investing in Real Estate
15:14 The Fallacy of Waiting for the 'Right Time'
19:19 The Importance of Perseverance and Determination
23:04 The Bible: A Source of Wisdom and Guidance
26:08 The Comfort Crisis and Embracing Discomfort
Connect with Andrew Lucas:
Facebook Group: www.facebook.com/groups/dealfindersnation
YouTube: www.youtube.com/@DealFinders
Podcast: https://dealfindersclub.com/listen/
Website: www.columbiacashhomebuyers.com/ / www.lucasproperties.biz/ / www.lucasgroupsc.com/
11
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Banks Are Draining Your Wallet Fight: Jim and Nick Help You Fight Back and Win
In this conversation, Jim Oliver and Nick Kosko discuss one of the most foundational elements of financial freedom and infinite banking. They go deep into explaining the volume of interest paid over the lifetime of a loan, rather than just focusing on interest rates.
They explain how volume of interest works, how financial institutions benefit from the volume of interest and how individuals can take control of this situation and reclaim lost money they pay to the banks.
3 Key Takeaways:
1. Understanding Interest: Financial institutions focus on interest rates to distract from the more significant factor—the volume of interest paid over the lifetime of a loan.
2. Banking Strategies: Banks use sophisticated strategies, such as refinancing offers, to maximize their profits, often at the expense of borrowers.
3. Financial Freedom: Becoming your own banker is crucial for escaping financial slavery and achieving true wealth, which is defined by freedom and control rather than just money.
By understanding and applying these principles, you can regain control over your financial future and break free from the system that keeps many people in financial bondage.
Chapters:
00:00 Introduction and Importance of Basics
03:01 Understanding the Volume of Interest
05:55 Becoming Your Own Banker
09:28 Breaking Free from the Traditional Financial System
13:39 The Role of Education and Understanding
17:31 Wealth Beyond Money
23:04 Conclusion
______________________________
Join our community to gain access to on-demand courses on Infinite Banking and cash flow investments, a Q&A video library, reading library, and live classes and workshops.
👉community.createtailwind.com 🔗
7
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Breakaway Wealth Success Series: How IBC Transform The Life of Javier Heredia
In this conversation, Jim and Javier Heredia discuss the concept of Infinite Banking and how it has transformed Javier’s life. He goes on to share his personal story of overcoming a life-threatening accident and financial hardships, and how he was introduced to Infinite Banking.
3 Key Takeaways:
Overcoming Adversity: Javier discusses his recovery from a severe accident and how this experience shaped his financial perspectives and resilience.
Introduction to Infinite Banking: Javier details his initial skepticism and eventual embrace of Infinite Banking, highlighting the importance of education and critical thinking in financial decisions.
Navigating Financial Noise: The conversation explores the challenges of sifting through conflicting financial advice and the importance of finding trustworthy guidance to achieve financial independence.
Overcoming significant personal and financial challenges, Heredia shares how adopting IBC principles reshaped his financial strategy and provided a framework for resilience and success.
Chapters
00:00 Introduction and Rollin' the R's
01:39 Javi's Introduction to Infinite Banking
05:17 Filtering Out Financial Noise
11:15 Understanding the Roles of the Banker and the Borrower
14:53 Taking Control of Your Financial Future
20:13 The Impact of Nelson Nash
32:19 Conclusion and Giving Financial Peace of Mind
Connect with Javier Heredia:
Linkedin: www.linkedin.com/in/meetjavierheredia/
Instagram: www.instagram.com/vivahavee/
6
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Breaking Barriers and Life Tips: Sharad Mehta’s Journey from Accounting to Real Estate Success
In this conversation, Jim interviews Sharad Mehta, a real estate investor and the owner of ReSimpli, a real estate software company. Sharad shares his journey into real estate and how he transitioned from being an accountant to a full-time real estate investor. He emphasizes the importance of freedom and independence in his decision to pursue real estate.
3 Key Takeaways:
1. Pursuing Financial Independence: Sharad explains his motivation for leaving a stable accounting job to pursue real estate, emphasizing the importance of freedom and aligning work with personal values.
2. Real Estate Investment Strategies: Insights into Sharad's investment approach, including the benefits of owning properties outright and the significance of passive income.
3. Overcoming Barriers: Sharad offers advice on overcoming common obstacles in real estate, such as market timing and staying within one’s comfort zone. He highlights the value of education, perseverance, and leveraging available resources.
True wealth isn't just measured in dollars and cents, but in the freedom to live life on your own terms. Take that first step today towards creating a future where your financial decisions align with your dreams and values.
Chapters:
00:00 Introduction and Background
02:18 Getting Started in Real Estate
06:38 The Desire for Freedom and Independence
11:10 Overcoming Excuses and Taking Action
15:37 The Power of Consistency
23:28 Analyzing Deals and Follow-Up
26:23 Advice for Success and Finding ReSimply
29:45 The Book 'Meditations' by Marcus Aurelius
Connect with Sharad Mehta:
Website: www.resimpli.com/sharad
Linkedin: www.linkedin.com/in/sharad-mehta-resimpli/
Instagram: www.instagram.com/resimpli
Facebook: www.facebook.com/resimpli
Mastermind for Real Estate Investors: www.facebook.com/groups/5022177667903135
13
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Building Winning Businesses: Chris Van Dusen on Athletic Grit and Entrepreneurial Success
In this conversation, Jim interviews Chris Van Dusen, senior partner at Solyco Capital, about his journey as an athlete and entrepreneur. They discuss the importance of having a mindset of resilience and determination, learned through athletics, in facing challenges and failures in business. Chris shares his experience of starting and scaling multiple businesses, including a CBD brand and a liquor distillery, and eventually selling them.
3 Key Takeaways:
1. Athletics as a Foundation: Athletics can teach valuable skills such as resilience, determination, and the ability to handle failure, which are crucial for business success.
2. Strategic Business Foundations: When starting a business, it is important to have a clear end goal and to build a strong foundation that can attract investors.
3. Optimizing Business Growth: Scaling a business requires optimizing various aspects such as marketing, sales, supply chain, and profitability.
Whether starting a new venture or scaling an existing one, the lessons shared emphasize the importance of building a solid foundation, optimizing operations, and maintaining a mindset of continuous learning and adaptability.
Chapters
00:00 Introduction and the Importance of Athletics in Business
02:42 Starting and Scaling Businesses: CBD Brand and Liquor Distillery
05:35 Investing in Early Stage Companies and Private Equity Roll Ups
13:26 The Entrepreneurial Journey: Grit, Determination, and Adversity
20:23 Favorite Athlete and the Importance of Mental Fortitude
23:31 Building a Strong Foundation and Optimizing Business Operations
26:18 Private Equity and Venture Capital: Investing in Profitable Businesses
29:46 Exit Strategies and Attracting Investors
31:44 Private Equity and Venture Capital
34:37 Active Investing
36:23 The Importance of Humility
Connect with Chris Van Dusen:
Website: www.solycocapital.com/
Linkedin: www.linkedin.com/in/chrismvandusen/
Instagram: www.instagram.com/chrismvandusen/?hl=en
4
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Back to the Basics: Constructing an Ideal Policy for Infinite Banking with Jim and Nick
In this episode, Jim and Nick take us back to the basics, which is how the best become the best. They discuss the efficiency of cash value in life insurance and its relevance to Infinite Banking. They explain the different types of life insurance policies and their costs, such as term insurance and whole life insurance. They emphasize the importance of understanding the tools and ratios involved in constructing an ideal policy for infinite banking.
3 Key Takeaways:
1. Understanding Life Insurance Basics: Learn why revisiting foundational concepts is essential and how even seasoned professionals can gain new insights by reviewing basic principles regularly.
2. Policy Construction and Efficiency: Discover the spectrum of efficiency for cash value in life insurance policies, the importance of balancing base policies with paid-up additions, and the pitfalls of relying heavily on term insurance riders.
3. Long-Term Strategy over Short-Term Gains: Gain insights into the long-term benefits of well-constructed policies and why focusing on initial cash value ratios can lead to suboptimal outcomes compared to a strategically balanced approach.
This episode equips listeners with the key knowledge, surpassing that of many life insurance agents, to effectively leverage life insurance for wealth-building.
Chapters:
00:00 Introduction and Setting the Stage
04:08 Understanding the Spectrum of Efficiency in Cash Value
08:31 The Most and Least Efficient Policies
12:19 The Power of the Paid-Up Additions Rider
23:27 The Limitations and Risks of Term Riders and Policy Conversions
26:25 Continuously Educating and Exploring the Infinite Possibilities of Infinite Banking
10
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From Fashionistas to $300M Real Estate Titans - The Kitti Sisters
Palmy and Nancy Kitti, apartment syndicators and educators, share their journey from the fashion industry to building a $300 million apartment portfolio. With their brand of whip-smart focus, they boil down the business of raising money and attracting investors in the multifamily apartment sector.
3 Key Takeaways:
1. The Power of Transition: Palmy and Nancy Kitti detail their shift from the fashion industry to real estate, emphasizing the value of leveraging previous experiences to succeed in new ventures.
2. Capital Raising Essentials: They highlight the pivotal role of raising capital and maintaining strong investor relations to sustain and grow a multifamily real estate business.
3. Strategic Real Estate Entry: The sisters outline practical steps for beginners in real estate, stressing the importance of education, selecting the right market, and partnering with experienced professionals.
Their story is a testament to the power of resilience and adaptability in the pursuit of wealth creation. We hope their journey inspires you to take bold steps towards your own financial goals.
Chapters:
00:00 Introduction and Background
01:25 Transitioning from the Fashion Industry to Real Estate
07:54 Getting Started in Real Estate: Courses and Education
10:35 Navigating the Real Estate Market: Opportunities in High Interest Rate Environments
13:47 Valuing Multifamily Real Estate: Understanding Cap Rates
20:17 Mindset and Mentorship: Keys to Success in Real Estate
26:45 Reactions from Family and Advice for New Investors
29:33 The Power of Reading and Continuous Learning
38:38 Conclusion and Final Thoughts
Connect with Kitti sisters:
Instagram: www.instagram.com/thekittisisters/
Website: https://thekittisisters.com/
10
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From Real Estate to Crypto: Corey Geary's Journey to Asset Mastery
In this conversation, Jim interviews Corey Geary about his journey as an entrepreneur and his expertise in the cryptocurrency space. Corey shares how he got into real estate and how it saved his life, leading him to explore the world of cryptocurrency. He emphasizes the importance of treating crypto as an asset class and becoming a student of the industry. Corey also discusses the potential returns in crypto and the different ways to generate passive income.
3 Key Takeaways:
1. Crypto as an Asset Class: Corey emphasizes treating cryptocurrency as an asset class rather than a speculative investment. Similar to real estate or stocks, understanding market cycles, conducting due diligence, and continuous learning are essential.
2. Diversification and Risk Management: Corey advocates for a diversified approach based on individual risk tolerance and financial goals.
3. Education and Engagement: Corey's strategy involves a "done with you" approach, emphasizing education and empowerment. Clients are guided on how to manage their investments actively, rather than passively handing over funds.
Whether you're looking at well-established cryptocurrencies like Ethereum or exploring newer options like Pulse Chain, Corey's commitment to education and empowerment can help steer you toward making informed choices and potentially earning returns.
Chapters:
00:00 Introduction and Background
03:08 Treating Crypto as an Asset Class
09:33 Understanding the Crypto Market
13:23 Education and Mentorship in Crypto
30:02 The Power of Self-Love in Entrepreneurship
Connect with Corey Geary:
Instagram: https://www.instagram.com/thecoreygeary/ (@thecoreygeary)
Website: https://www.novationnation.com/
16
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Which is Better: Volume or Luck? with Jim and Nick
In this episode, Jim Oliver and Nick Kosko discuss the concept of volume negating luck and how taking consistent action leads to success. They emphasize the importance of learning from failures, adapting to challenges, and not being afraid to fail. They also highlight the power of visualization, persistence, and enjoying the journey.
3 Key Takeaways:
1. Consistent Action and Embracing Failure Lead to Success: Success is achieved through persistent effort over time, coupled with an acceptance of failure as a natural part of the learning process. By taking consistent action and learning from setbacks, individuals can progress towards their goals.
2. Adaptability and Enjoying the Process are Crucial for Growth: Adapting to challenges and maintaining a positive outlook are essential for personal and professional development. By embracing change and finding fulfillment in the journey, individuals can navigate obstacles more effectively and continue to grow.
3. Overcoming Excuses and Taking Proactive Steps: Visualization, persistence, and overcoming excuses are vital components of goal achievement. By visualizing success, persistently pursuing objectives, and taking proactive steps despite challenges, individuals can overcome obstacles and realize their aspirations.
This episode underscores the importance of a proactive and resilient mindset in navigating the journey towards success, both in business and in life.
Chapters:
00:00 Introduction and Golf Banter
01:13 Volume Negates Luck
04:20 Taking Action and Embracing Failure
05:01 Consistency and Finding What Works
06:24 Learning from Mistakes and Iterating
08:01 Volume Negates Skill
09:11 Comparisons and Excuses
11:12 Learning from Failures and Successes
13:05 Forgiving Mistakes and Moving Forward
14:06 Overcoming Excuses and Time Constraints
18:02 Adapting and Improvising
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The Creative Investor: Exploring Faith, Real Estate, and Personal Growth with Brett Snodgrass
In this episode of Breakaway Wealth, Jim Oliver engages in a conversation with Brett Snodgrass, a seasoned real estate investor. Snodgrass shares insights into his journey, from being a teacher's son in Indiana to becoming a successful business owner in the real estate industry.
The episode focuses on strategies like seller financing and creative financing, revealing opportunities for listeners in the current market.
3 Key Takeaways:
1. ‘Subject To’ Deals Demystified: Explore the concept of "Subject To" deals, where the focus is not only on the financial gains but also on serving individuals facing challenges. Brett sheds light on how these deals can be a win-win for both investors and distressed homeowners.
2. Impact of Faith in Business: The conversation explores Snodgrass's journey of integrating faith into his business practices. He highlights the importance of humility, putting others first, and making decisions with integrity. This unique approach has contributed to the success of his real estate ventures.
3. Seller Financing Game Changer: Snodgrass introduces the concept of seller financing on the buying end, showcasing its potential as a game-changer. He discusses a scenario where charging higher interest rates than the prevailing market rates results in a significant long-term financial advantage.
Brett's journey from being a teacher's son to a successful real estate entrepreneur serves as inspiration for anyone looking to break away from the ordinary and explore new avenues of wealth creation.
His emphasis on humility, putting others first, and making business decisions with integrity adds a unique dimension to his success.
Chapters:
00:00 Introduction and Background
03:19 Faith in Business
08:24 Seller Financing and Being the Bank
11:32 The Power of Creative Financing
15:26 Working with Clients and Building a Team
22:22 Iron Deep and Connecting with Brett
Connect with Brett:
Facebook: www.facebook.com/brettsnodgrass18
YouTube: www.youtube.com/@irondeep
Website: www.irondeep.com
17
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The Benefits and Challenges of Being a Business Owner | Jeremiah Broz
In this conversation, Jim interviews Jeremiah Broz, a serial entrepreneur, about his journey and experiences in business. They discuss topics such as persistence, hard work, and the importance of being an owner. Jeremiah shares his background in blue-collar work and how it shaped his entrepreneurial mindset. They also talk about the value of knocking on doors, providing excellent service, and the tension to create and provide.
3 Key Takeaways:
1. Persistence, Tenacity, and Continuous Learning: Entrepreneurs need persistence and tenacity to overcome failures. Continuous learning and personal growth are essential for long-term success, requiring constant innovation and rethinking.
2. Effective Strategies and Passion for Service: Success involves taking risks, using growth strategies like direct engagement and excellent service, and having a deep desire to create, provide, and serve others.
3. Building Assets and Networking: Build assets and residual income for security. Networking with successful individuals offers motivation and insights. Aim for sustainable growth and positive impact while staying curious and passionate.
Entrepreneurs must be willing to learn continuously, adapt to new challenges, and innovate in all aspects of their business. By taking calculated risks, focusing on effective growth strategies, and maintaining a deep-seated desire to serve others, they can achieve long-term success and create a positive impact.
Chapters:
00:00 Introduction and Background
02:12 The Influence of Blue-Collar Work
04:06 Transitioning to Business Ownership
08:32 The Power of Knocking on Doors
12:41 The Desire to Create and Provide
19:28 Redefining Retirement
21:16 Rethinking Your Business for Exponential Growth
23:07 Building Assets and Creating Residual Income
25:26 The Power of Curiosity and Finding Your Passion
36:37 Staying on Course and Making a Positive Impact
Connect with Jeremiah:
Youtube: www.youtube.com/@energy.advantage
Website: www.advantageroofingandsolar.com
Facebook: www.facebook.com/energyadvantageRS
Instagram: www.instagram.com/energyadvantageroofnsolar
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Overcoming Alcoholism & Thriving in Lawn Care: Bryan Sallmen's Inspiring Journey
In this episode of Breakaway Wealth, Jim has a candid conversation with Bryan Sallmen. From battling personal demons to building a successful business empire, Bryan shares his journey from the depths of addiction to the heights of success. Bryan's story is one of triumph over adversity.
3 Key Takeaways:
1. Overcoming Adversity: Bryan's journey is a testament to the power of resilience. Despite facing a lot of challenges, including the loss of his mother and full out addiction, Bryan persevered and turned his life around.
2. Value-Based Selling: Bryan shares his approach to sales that catapulted him to success. By focusing on the customer's needs and delivering exceptional service, Bryan changed his life and business.
3. Living Authentically: Being an "open book" highlights the importance of honesty and transparency in both personal and professional life.
This episode offers valuable insights into the power of resilience, the art of salesmanship, and the importance of living authentically. Join Jim and Bryan as they explore the keys to success and fulfillment in life and business.
Remember, success often lies not in the absence of challenges, but in the courage to face them head-on.
Chapters:
00:00 Introduction and Background
02:53 Overcoming Adversity and Finding Sobriety
05:58 Starting a Lawn Care Business
08:55 Lessons from Adversity
12:08 Approach to Sales
21:01 Living an Open and Honest Life
25:05 The Bible as a Source of Knowledge
27:07 Conclusion
Connect with Bryan:
Instagram: www.instagram.com/bryansallmen/
Facebook: www.facebook.com/bryan.sallmen
Website: www.lawndoctor.com/portage-mi / www.lawndoctor.com/southbend-in
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The Hidden Wealth of Industrial Real Estate: Joel Friedland Reveals All
In this episode of Breakaway Wealth, Joel Friedland, an industrial real estate broker and syndicator, discusses the unique aspects of industrial real estate and its connection to the trucking industry. He explains the benefits of all-cash deals and the importance of avoiding excessive debt.
3 Key Takeaways:
1. Industrial Real Estate Defined: Industrial buildings are distinguished by their loading docks, catering to manufacturing and distribution businesses. Unlike retail or office spaces, industrial properties are essential for various industries but often go unnoticed by the general public.
2. Immunity to Economic Cycles: Friedland explains how industrial real estate, intertwined with the trucking industry, exhibits resilience to economic downturns. The constant demand for warehouse space, driven by e-commerce and manufacturing, ensures stability even during uncertain times.
3. Investment Strategy: Friedland's unique investment approach involves syndication and focuses on all-cash deals with zero debt. By avoiding leverage, he aims to prioritize cash flow and long-term wealth preservation for both himself and his investors.
From uncovering the nuances of market trends to deciphering the strategies that lead to sustainable growth, Joel has provided us with a wealth of knowledge to ponder and apply in our own investment journey.
Chapters:
00:00 - Introduction and Background
02:10 -Difference Between Industrial and Commercial Real Estate
05:09 - Unique Aspects of Industrial Real Estate
08:03 - Industrial Real Estate and the Growth of the Internet
11:46 - Industrial Real Estate and its Connection to Trucking
16:12 - Benefits of Industrial Real Estate Ownership
17:27 - Buying Industrial Buildings from Families
21:34 - How to Learn More about Industrial Real Estate
25:11 - Best Advice: WAIT
26:40 - Book Recommendation: The Four Agreements
Connect with Joel:
Website: www.britproperties.com
Instagram: @investingwithjoel
YouTube: www.youtube.com/@investingwithjoel
LinkedIn: www.linkedin.com/company/brit-properties/
Tik Tok: @investingwithjoel
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When Quitting Isn't an Option | Jim and Nick
In this conversation, Jim Oliver and Nick Kosko discuss the importance of stretching one's vision and mindset. Quitting guarantees failure and there is no scenario in which quitting leads to success. Our two hosts draw inspiration from JD Rockefeller, who grew up poor but envisioned becoming the richest man in the world.
3 Key Takeaways:
1. Quitting guarantees failure: Using analogies from boxing, football, and literature, Oliver and Kosko drive home the point that quitting always results in loss, regardless of the context.
2. Vision and mindset are paramount: Inspired by the story of JD Rockefeller, who envisioned himself as the world's wealthiest man despite humble beginnings, the hosts stress the significance of having a clear vision and unwavering commitment to it.
3. The power of progress and motivation: Jim and Nick underscore the need to continuously progress towards one's vision while staying motivated, despite inevitable obstacles and setbacks.
The episode concludes with a reminder that how you think makes the difference. Learn to cultivate a mindset of growth and resilience, and take on challenges as opportunities to get to where you want to go!
Chapters:
00:00 Introduction
01:01 Quitting Guarantees Failure
09:07 Staying Motivated and Making Progress
25:26 Conclusion
23
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How to Blow Past the Majority in Your Investments with Ken Freeman
In this episode, Jim Oliver and Ken Freeman discuss various investment strategies and the importance of financial education. They highlight the pitfalls of common investment advice and emphasize the need for a personalized approach based on income levels.
They also explore the concepts of velocity and volume in wealth building and the benefits of functional education. Jim and Nick explore the meaning and impact of true education. The conversation concludes with a discussion on financial independence and the value of learning from credible sources.
3 Key Takeaways:
1. Personalize Your Investment Strategies: Your income level should determine your investment approach. Learn to tailor your strategy to get optimal results.
2. Velocity and Volume: Smart investors prioritize velocity and volume to get returns and cash flow.
3. Building Your System: Learning how to build something is different than building it yourself - and that difference is the key to meaningful knowledge.
Remember to tailor your investment strategies, prioritize velocity and volume in wealth building, and seek credible sources for your financial education.
Stay tuned for more valuable insights on achieving financial independence and building lasting wealth.
Chapters:
00:00 Introduction and Background
03:14 Pitfalls of Common Investment Strategies
08:05 Investing for Different Income Levels
13:59 The Importance of Velocity and Volume
19:49 Building Wealth for the Middle Class
25:27 The Value of Functional Education
30:13 Financial Independence and Freedom
36:30 Accelerating Wealth Building on Wall Street
38:23 Beware of Charlatans and Seek Knowledge
39:23 Wealth Building through Real Estate and Businesses
41:16 The Three Types of Wealthy Individuals
42:16 Ken's Quick Understanding of Infinite Banking
43:12 Taking Control of Your Financial Education
44:43 Living Life Actively and Learning from Others
46:14 Ken's Unique Perspective on Financial Education
47:16 Best Advice: Learn from Those Who Have What You Want
48:41 The Bible as the Most Valuable Book
Connect with Ken:
Instagram: www.instagram.com/kenfreemancfa/ (@kenfreemancfa)
Linkedin: www.linkedin.com/in/freemankenneth/
YouTube: www.youtube.com/channel/UCRth5kznJK9RHogNKIKGmlg
27
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The Expert's Guide to Investing in Online Business | Matt Raad
In this episode, Matt Raad shares his unusual journey to financial independence through buying and selling online businesses. Matt was the first in his family to skip the 9-to-5 job and go directly into business for himself. With his wife, Matt learned to talk to us about the advantages of online businesses and how he and his wife leveraged their strategies to attain financial freedom.
3 Key Takeaways:
1. Cash Flow First: Filter out all the noise about what to focus on in business and focus on cash flow. This alone will lead you to success.
2. Online Businesses Offer Unique Advantages: Learn to leverage the internet for higher profit margins, geographical flexibility, and the ability to reach niche markets without the constraints of traditional brick-and-mortar operations.
3. Believe in Yourself: Matt and his wife knew from an early age that they didn’t want to work in a regular job, but it took vision, grit and determination. It’s more important to believe in yourself than to get the “right” opportunity.
Chapters:
00:00 Introduction and Background
00:38 Financial Independence through Buying and Selling Online Businesses
04:19 Lessons Learned from a Manufacturing Business
05:15 Passion for Buying and Selling Businesses
06:17 Advantages of Online Businesses
09:12 Cash Flow First
10:14 Mentoring and Online Courses
25:58 Book Recommendation: How to Win Friends and Influence People
Connect with Matt Raad:
Website: www.ebusinessinstitute.com.au/
Linkedin: www.linkedin.com/in/matt-raad/
YouTube: www.youtube.com/@digitalinvestorshow
Facebook: www.facebook.com/MattandLizRaad
3
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An Overlooked Opportunity for Small Real Estate Investors | Tiffany Mittal
In this episode, Jim sits with Tiffany Mittal, multifamily owner operator, and founder of Utility Ranger, discussing her journey in the real estate industry and the importance of PropTech. She shares her experience of stumbling into creating a solution for real estate investors with smaller portfolios who want to get a handle on their expenses.
3 Key Takeaways:
1. PropTech Explained: Tiffany discusses PropTech as property technology, simplifying complex real estate solutions into user-friendly platforms.
2. Navigating Real Estate Transitions: Delving into her relocation from San Diego to Florida, Tiffany discusses the challenges and opportunities in transitioning multifamily portfolios, particularly in response to changing regulations.
3. Innovating Small-Scale Ownership: Embracing a mission to empower small-scale real estate owners, Tiffany outlines Utility Ranger's approach to democratizing access to value-adding utility management, echoing principles of empowerment and level playing fields.
We invite you to take the insights Jim and Tiffany shared and apply them to your own journey in real estate entrepreneurship.
With a focus on treating your ventures like true businesses, leveraging utility billing for increased profitability, and ensuring that all investors, regardless of size, have access to the tools they need to succeed, you'll be well-equipped to navigate the complexities of the market.
Chapters:
00:00 Introduction and Getting to Know Tiffany Mittal
04:05 The Benefits of Forced Appreciation through Utility Billing
08:16 Helping Small Investors Access the Same Advantages
24:39 Best Advice and Recommended Book
Connect with Tiffany:
Website: www.utilityranger.com
Instagram: www.instagram.com/tiffanymittal/ / @tiffanymittal
Linkedin: www.linkedin.com/in/tiffanymittal/
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Conscious Coaching for Personal Growth and Real Estate Success with Julie Holly
In this episode, Julie Hawley, founder of The Conscious Investor, shares her journey from being a teacher to becoming a successful real estate investor and coach. She emphasizes the importance of health, mindset, and wealth in achieving true wealth and fulfillment.
3 Key Takeaways:
1. Diversify Investments: Julie advocates for diversifying investment portfolios beyond single-family homes into apartment complexes and assisted living communities, offering greater financial stability and growth potential.
2. Prioritize Holistic Wellness: Julie underscores the significance of nurturing health, mindset, and wealth in tandem, recognizing their interconnectedness for achieving a balanced and fulfilling life.
3. Embrace Faith and Purpose: Julie's journey highlights the power of faith and purpose in driving personal growth and success. By decoupling outcomes and aligning vertically, individuals can navigate challenges with resilience and conviction.
To wrap up, Julie Holly shares her journey from education to real estate entrepreneurship, emphasizing the importance of diversifying investments and prioritizing holistic wellness. Her insights into faith, purpose, and the interconnectedness of health, mindset, and wealth offer valuable lessons for listeners seeking financial freedom and personal growth.
Chapters:
00:00 Introduction and Background
04:26 Health, Mindset, and Wealth: The Three Pillars of Success
10:42 Being Vertically Aligned: Strengthening Your Relationship with God
16:00 Conversations with God
17:48 Why Have Fear?
24:30 Book Recommendation
27:35 Measuring Life
Connect with Julie:
Linkedin: www.linkedin.com/in/julie-holly/
Website: www.threekeysinvestments.com
Instagram: www.instagram.com/happyjulieholly/
YouTube: www.youtube.com/channel/UCEY9W5EViA6xywagC3mk2MQ
Facebook: www.facebook.com/happyjuliewaltonholly/
15
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How to Move Past Limiting Beliefs and Trauma | Brian Bogert
In this conversation, Jim Oliver interviews Brian Bogert, a coach and speaker known as the 'one-second psychologist' and 'heart surgeon without a blade.' Brian shares his personal story of overcoming adversity and finding his true purpose. He discusses the importance of moving beyond past traumas and limiting beliefs to create a vision for the future.
3 Key Takeaways:
1. Waste to Wealth Methodology: Brian Bogert introduces the Waste to Wealth methodology, comprising five pillars aimed at uncovering and eliminating hidden obstacles within individuals and organizations.
2. Transformational Coaching: Brian discusses his unique approach to coaching, emphasizing the importance of raising consciousness and recognizing unconscious patterns that dictate one's life.
3. The Power of Choice: Brian received an invaluable lesson from his father about the power of choice. He learned that we all have at least two options in every situation. This insight highlights the importance of taking ownership and making deliberate decisions to create positive change.
Through Bogert's profound insights and Oliver's insightful questions, this episode provided listeners with actionable strategies to navigate life's challenges, cultivate resilience, and pursue their path to success.
Chapters:
00:00 Introduction and Connection
01:11 Brian's Story and Transformation
07:27 Seeing People's Pain and Potential
10:14 Creating a Clear Vision for the Future
16:37 Coaching Programs and Services
22:48 Book Recommendation and Best Advice
Connect with Brian:
Website: https://brianbogert.com/
Facebook: www.facebook.com/bogertbrian
Instagram: www.instagram.com/bogertbrian/
LinkedIn: www.linkedin.com/in/brianbogert/
YouTube: www.youtube.com/channel/UCmhaMgY8q-tMMCj0rpGg7iw
Twitter: https://twitter.com/BogertBrian
Podcast: www.flippingthelid.com
6
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Success Patterns in Estate Planning and Wealth Protection | Chris Johnsen
In this conversation, Jim interviews Chris Johnsen, a business lawyer and entrepreneur. They discuss topics such as trusts, estate planning, patterns of success, and the importance of mindset. Chris shares his journey from being a partner at a big law firm to starting his own businesses.
3 Key Takeaways:
1. Patterns of Success: Johnsen emphasizes the significance of cultivating patterns of success from a young age. He reflects on his upbringing, highlighting the importance of frugality, financial education, and the ability to defer gratification to secure future success.
2. Entrepreneurial Journey: Transitioning from a successful career in a prestigious law firm, Johnsen discusses the pivotal moment that led him to start his own businesses. By leveraging virtual platforms and embracing a nationwide approach, he offers legal services tailored to entrepreneurs and businesses across various sectors.
3. Estate Planning and Asset Protection: With a focus on the intersection of financial strategies and legal expertise, Johnsen gets into the importance of estate planning and asset protection. He discusses proactive legal measures in safeguarding wealth and navigating complex financial landscapes.
Chris's law firm exemplifies the modern approach to legal services, emphasizing talent over location. For those seeking legal counsel and financial wisdom, check them out!
Connect with Chris:
Website: https://www.johnsenlaw.com
Chapters:
00:00 Introduction and Background
01:07 Exploring Trusts and Estate Planning
07:06 The Virtual Nature of Law Firms
09:54 Harvesting the Good and Forgiving the Rest
14:27 The Power of 'Think and Grow Rich'
9
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From 9-to-5 Employees to Full-Time Real Estate Investors: The Power of Small Wins and Commitment
In this episode, Jenn and Joe Delle Fave share their journey from working 9-to-5 jobs to becoming full-time real estate investors. They started with one rental property at a time and eventually discovered creative financing as a way to scale their business without relying on traditional bank loans. They explain how they bought properties with little to no money down and negotiated terms with sellers, allowing them to cash flow and receive backend payments.
3 Key Takeaways:
1. Creative Financing Mastery: Jenn and Joe discuss their transition from conventional real estate transactions to using creative financing methods, enabling them to acquire properties without traditional bank loans.
2. Financial Independence Strategy: The Delle Fave’s explain how they escaped the constraints of their 9-to-5 jobs through strategic real estate investments, emphasizing the importance of cash flow, zero-interest mortgages, and minimizing out-of-pocket expenses.
3. Coaching and Empowerment: Highlighting their success, Jenn and Joe now coach others in real estate investing, offering practical advice and insights on achieving similar financial freedom.
Listen to Jenn and Joe DelleFave's inspiring story to understand how you can apply creative financing strategies to transform your financial future.
Chapters:
00:00 Introduction and Background
03:03 Transitioning from 9-to-5 to Full-Time Real Estate Investors
08:11 Discovering Creative Financing and Scaling the Business
10:45 Buying Properties with Little to No Money Down
14:14 Cash Flow and Backend Payments with Rent-to-Own
18:44 Breaking Away from Traditional Work
21:09 Building a Team and Helping Others
23:36 Continuous Learning and Education
26:16 Solving Problems and Making Deals
29:22 The Best Advice: Choose Your Sources Wisely
31:55 Transforming Mindset with 'Think and Grow Rich'
Connect with Jenn and Joe Delle Fave:
Facebook Group: www.facebook.com/CFPlaybook
Facebook Page: www.facebook.com/CFPlaybook
YouTube: https://youtube.com/@creativefinanceplaybook
TikTok: www.tiktok.com/@creativefinanceplaybook
Facebook: www.facebook.com/joseph.d.fave / www.facebook.com/jennifer.dellefave
Instagram: www.instagram.com/jenndellefave / https://www.instagram.com/josephdellefave
7
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Breakaway Success Series | Greg Chaplin’s Infinite Banking Breakthrough
This is the first drop in a new series: Breakaway Success Stories. These are episodes where Jim talks with CreateTailwind clients who have experienced extraordinary success by using infinite banking.
In this series, we will explore how a person uses their infinite banking system, what lessons were learned along the way, what mistakes to avoid, what worked well, and take us through their own journey so you have real world examples of what a powerful system this can be for you.
In this conversation, Jim interviews Greg Chaplain, a successful real estate agent and member of CreateTailwind. Greg shares his journey into infinite banking and how it has helped him overcome financial challenges and accumulate wealth.
3 Key Takeaways:
Diversified Investment Strategies: Greg explains how he utilized IBC for tax savings, cash-flowing rental properties, and real estate syndications, highlighting the flexibility and benefits of IBC in different investment avenues.
Overcoming Paradigm Shifts: Greg discusses the initial hesitations and misconceptions about IBC and emphasizes the importance of having a supportive network, such as Create Tailwind, to guide and educate.
Real-world Applications: Through specific examples, Greg demonstrates how IBC has enabled him to effectively manage and grow his wealth, providing a blueprint for listeners interested in leveraging IBC for financial freedom.
Connect with Greg:
Website: www.realestatehometeam.com
Facebook: www.facebook.com/realestatehometeam
Instagram: www.instagram.com/realestatehometeam
Chapters
00:00 Introduction and Background
05:47 Real-Life Scenarios of Using IBC to Grow Wealth
11:27 Mistakes and Lessons Learned in Using IBC
15:28 Approach to Funding and Getting Started with IBC
19:22 The Role of Education and Create Tailwind in IBC
21:23 Advice for Exploring IBC
23:28 Greg's Vision for the Future and Legacy
5
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Reprogram Your Brain for Success | Evan Marks
In this conversation, Jim and Evan Marks discover their common backgrounds and experiences in investing. They explore the importance of coaching and how it can help individuals overcome negative emotions that stand in the way of success. They emphasize the need to acknowledge and address these emotions to make positive behavior changes. They also discuss the role of affirmations and small behavior changes in reprogramming the brain and creating new experiences.
3 Key Takeaways:
- Mindset and Neuroplasticity: Learn how adopting an opportunistic mindset and leveraging neuroplasticity can reshape your brain and propel you toward success, even in the face of adversity.
- The Role of Gratitude: Discover the tangible benefits of practicing gratitude, as Marks shares his own skepticism-turned belief in the transformative power of gratitude exercises.
- Addressing and Overcoming Trauma: Understand the importance of recognizing and addressing past trauma to unlock potential and achieve a fulfilling life, both personally and professionally.
Evan's journey from Wall Street to coaching high performers underscores the profound impact of resilience, mindset, and gratitude on both personal and financial success.
Remember, achieving financial freedom isn't just about numbers—it's about cultivating the right mindset and making conscious choices every day.
Chapters
00:00 Introduction and Background
03:02 The Power of Mindset and Gratitude
06:12 Overcoming Past Traumas and Negative Emotions
08:53 Making Positive Behavior Changes
12:03 Reprogramming the Brain through Small Behavior Changes
15:08 The Role of Coaching in Personal Growth
24:50 The Magic of Conscious Decision-Making
28:51 Belief and Positive Thinking as Catalysts for Success
37:20 Dreaming Big and Overcoming Limitations
Connect with Evan:
Website: https://m1performancegroup.com/breakawaywealth
LinkedIn: /www.linkedin.com/in/evan-marks-9ab189133/
Instagram: www.instagram.com/emarks72
Twitter/X: https://twitter.com/EmarksPW
5
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