The WEInvested Podcast
By Wesley Earp
The WEInvested Podcast Apr 24, 2024
The Crypto Investing Program ft Dr. Daniel Daniel
Dr. Daniel Daniel is the crypto trainer that entry level investors deserve. With a keen focus on breaking down the barriers to entry, Dr. Daniel is committed to demystifying crypto investing and stopping the gatekeeping of knowledge that can make investing in crypto seem impossible to those who are beginners.
Drawing on his extensive experience in teaching, training and a deep understanding of cryptocurrency investment, Dr. Daniel has developed "The Crypto Investing Program". He strips away the complexities and delivers straightforward, jargon-free explanations that allow beginner investors to get started in crypto, and set themselves up to excel.
From the basics of buying crypto to navigating exchanges and understanding wallet security, Dr. Daniel's training program truly does set investors up for success. Dr. Daniel's unique standing as a trainer lies in his ability to make crypto accessible to everyone, regardless of their background or prior knowledge.
Focus On Profit ft Byron Wolfe
Byron's gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founder of CFO•AF, a financial services and business consulting firm specializing in industries ranging from construction to crypto. Byron is Chief Financial Officer for an INC 5000 company and is the fractional CFO of various companies with annual revenues from 3-25 Million. His certification in the Crypto, NFT, and the Metaverse space has led to many projects with DAOs and crypto companies and he is considered one of the first experts in crypto tax strategy.
Byron’s true passion lies in helping small business owners expand their financial reach and success through various tools like the R&D tax credits, proactive tax plans, creative funding and high contact financial management.
Asset Protection and Streaming Platforms ft Garrett and Ted Sutton
GARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting entrepreneurs and real estate investors in protecting their assets. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 14,000 clients protect their assets and maintain their entities, especially under the new Corporate Transparency Act.
Garrett also serves as a member of the elite group of “Rich Dad Advisors” for best selling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the best selling Rich Dad, Poor Dad wealth-building book series.
Garrett is also the President of Sunn Stream, a new streaming platform focusing on kid’s financial education and adult professional development.
TED SUTTON is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he decided to attend law school the following year.
Ted attended the University of Wyoming College of Law. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada.
Ted has been focused on making sure Corporate Direct’s clients properly file under the Corporate Transparency Act. Ted is also the author of “Five Tricks To Teach Your Kids About Money” which you can download for free at www.sunnstream.com/fivetricks.
Intellectual Property and Artificial Intelligence ft Robert Plotkin
Robert Plotkin is a leading expert in leveraging AI to maximize creativity and innovation. His book, The Genie in the Machine, was the first (and still the only) work to address the impact of generative AI on innovation and the patent system. Recognized as a thought leader in human-AI collaboration, Robert empowers individuals with the essential skills they need to harness AI to supercharge their creative abilities.
Your Best Financial Life ft Anne Lester
Anne Lester is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. She is on a mission to help rising leaders retire on their time and target.
A top-rated speaker, Lester addresses the under-45 crowd as well as professional audiences, including P&I, NAPA, Wharton, plus financial firms and their clients.
Lester is also a media commentator and regular contributor on personal finance and retirement issues. She has been featured on outlets including Bloomberg TV, CNBC, Forbes, Business Insider, Wall Street Journal, The New York Times and Barron’s. She also co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Her book, Your Best Financial Life: Save Smart Now for the Future You Want (William Morrow, 2024), helps younger savers find long-term savings success by overcoming their behavioral biases.
Running a business while clocking in full-time Ft Greg Martin
Greg is an investment banker, angel investor, entrepreneur and regular host of a career podcast about the world of work and business. His day job involves advising corporate clients and business owners as they relentlessly pursue growth at all costs to earn the next million dollars. Working on Bay Street (the Wall Street of Canada) Greg is surrounded by high achieving professionals across law, accounting, venture capital, private equity and the big banks who work 80+ hour weeks to serve their clients. But at what cost to them?
As the host of the Lifetime at Work podcast, Greg is on a mission to explore the world of work, the ups and downs behind taking big risks and the payoffs that come with it. Through his diverse work background, Greg brings a unique perspective that emphasizes the importance of purpose, fulfillment, and personal growth. As a food guy at heart, his time as co-founder, running a restaurant, catering and food e-commerce business during the pandemic was a big lesson in understanding the modern working world and today's “American Dream”.
Exploring Business Finances Ft Nolan Bradbury
Nolan Bradbury is a seasoned professional with a passion for helping business owners achieve their dreams through sound accounting and financial strategies. Nolan is on a mission to empower entrepreneurs to achieve their goals and unlock the full potential of their enterprises. He understands that a well-tuned and financially sound business is the key to success, and he works tirelessly to ensure his clients' businesses are positioned for growth and prosperity.
Over the past two decades, Nolan has honed his expertise in both the public and private sectors, gaining invaluable insights into the intricacies of financial management. Now, he has come full circle, combining his accounting acumen with his genuine desire to make a positive impact on others' lives.
Nolan serves as a valuable partner on the journey to success, offering personalized guidance and strategic advice to align ventures with aspirations. His deep understanding of both accounting principles and business dynamics allows him to provide comprehensive and tailored solutions, making him an indispensable asset to any business owner seeking to thrive in a competitive landscape.
Through his unwavering commitment and passion for empowering others, Nolan Bradbury continues to leave a lasting impact on the businesses he supports, making him a sought-after expert in the realm of accounting and finance for entrepreneurs.
The Road to Retirement ft Derek Mazzarella
Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).
With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.
Building Wealth Through Credit ft Michael Charles
Michael Charles is the founder of Credit Freedom Solutions. Michael began to witness the relentless efforts his parents made to provide him with every possible advantage they couldn't afford for themselves. This experience instilled in him a deep sense of responsibility. He realized that school wasn't just about grades; it was about honoring their sacrifices, so he pushed himself to excel.
Even at the young age of 18, he took on a full-time job while still in high school, not just for his sake, but for theirs. But the most transformative part of Michael's journey was navigating the maze of credit. Initially, he feared the unknown and avoided credit. However, when he decided it was time to transition from being a renter to a homeowner, he understood that a lack of credit can be more challenging than bad credit. So, he embarked on a journey to build his credit profile strategically. This journey led him to a powerful realization: Cash is king, but credit is power.
Today, Michael's mission is simple: to debunk myths around credit and guide others on their financial journeys.
The Infinite Banking Concept Ft Dr. Robert Scranton
Dr. Rob Scranton teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want. He leverages his extensive background in accounting, finance, and his experience as the former chief financial architect of a cutting-edge financial firm to offer a unique perspective on a highly effective financial strategy known as the Infinite Banking Concept, or IBC. With over two decades as a serial entrepreneur, Dr. Rob combines his expertise to showcase the power of this little-known approach.
The Financial Preparedness Advocate with Tony Steuer
Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, financial advice and advisors.
The Get Ready Method provides a framework for integrating financial products, financial advice and advisors. He is also an Advisor at Paperwork and Dingo Technologies. Meanwhile, he is a member of the ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. He served as a long term member of The California Department of Insurance Curriculum Board as well.
Steuer shares his trailblazing thought leadership on financial wellness as a contributor for ForbesAdvisor, expert content reviewer for Nerdwallet, and a guest/contributor for ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. His podcast, Get Ready Money Podcast, is another way to absorb his expertise.
Steuer’s books, including The Get Ready Blueprint, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, Insurance Made Easy, Questions and Answers on Life Insurance, The Questions and Answers on Life Insurance Workbook, The Questions and Answers on Disability Insurance Workbook and The Questions and Answers on Insurance Planner, have won numerous awards, including four awards for Excellence in Financial Literacy Education. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.
The Dharma of Money with Spencer Sherman
Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, and public speaker, renowned for his mindfulness-based approach to money. As the founder and former CEO of Abacus, a values-driven financial consulting firm managing over $3 billion in assets, Spencer has transformed the lives of his clients and helped them achieve financial success on their own terms.
Spencer challenges the stereotypical image of an MBA. He wears a suit and tie, but also leads guided meditations on money, participates in transformative events like Wisdom 2.0 and attends several week long silent meditation retreats each year.
Contrary to the conventional belief that money is just about facts and figures, Spencer asserts that emotional intelligence is paramount. As a financial advisor, he has guided countless clients to grow their wealth. In his view, formal training and expertise take a backseat to the profound impact of emotional intelligence – which allows individuals to make sound financial decisions rooted in balance, kindness, compassion, and joy.
The Online Business Acquisitions Expert ft Michael Frew
Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications.
Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies, and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage.
Currently, Michael manages a growing 8-figure portfolio of cloud-based software companies, collectively generating a 7-figure pre-tax income annually.
Michael’s insights on digital business acquisitions and operations have been featured in dozens of media outlets like FE International, Indie Hackers, and Empire Flippers.
Kudosy: The Fun Way to Teach Kids About Money ft Tyler Nicholls
Tyler Nicholls, a dynamic and seasoned entrepreneur with a passion for making a significant impact, is dedicated to serving people on a large scale through innovative software solutions.
A graduate of Brigham Young University with a degree in Business Strategy, Tyler possesses a strong academic background that has informed his entrepreneurial pursuits. His dedication to education led him to a teaching career in 7th grade math at inner-city schools through the Teach for America program. To further expand his expertise, Tyler pursued a Master's degree from Boston University.
As an avid investor and personal finance aficionado, Tyler has been deeply influenced by his father, a life-long financial advisor. This familial connection to finance has fueled his passion for financial literacy and its importance in today's world. Tyler's love for inventing software that creates a meaningful impact inspired him to establish Kudosy, a groundbreaking platform designed to empower individuals and families with financial knowledge.
Through Kudosy, Tyler aspires to address the financial literacy crisis in America and bolster families worldwide by providing them with the tools and resources necessary to make informed financial decisions. His commitment to fostering financial well-being extends beyond the platform, as he actively engages with communities, sharing his expertise and insights to create a lasting impact.
How to Start a Profitable Laundromat Business ft Jordan Berry
Jordan Berry is the Founder of Laundromat Resource and a multi-Laundromat store owner. Jordan works hard to make LaundromatResource.com a community that is dedicated to teaching one another, learning from one another, growing together, and succeeding together! #laundromat #laundromatbusiness
Beyond Formation: The Business Building Blueprint ft Geoff Blaisdell
BEYOND FORMATION offers a holistic, hands-on, Agile approach to building, running, and funding a world-class business into easy-to-follow, customizable, results-oriented steps and strategies. GEOFF BLAISDELL teaches audiences how to align stakeholders, turn innovation into action, and attract talent and capital at any stage of growth.
How to Pay for College: The College Financial Lady ft Ann Garcia
Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is available from bookstores everywhere; its companion online course is available now and has an affiliate option for podcast hosts.
Early in Ann’s career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I’m paying so much on my student loans every month?” In working with families– including her own– to plan for college, Ann has learned that a good college plan is equal parts good parenting and good financial planning.
Ann has been featured in the New York Times, US News & World Report, CNNMoney and countless other media. Ann and her husband, Bob, live inPortland, OR. Their twins will graduate debt-free from college next year.
BudgetDog: Simplifying Your Path to Financial Freedom ft Brennan Schlagbaum
Brennan Schlagbaum is the Founder and CEO of BudgetDog, a financial literacy company that focuses on helping individuals achieve the financial freedom they deserve.
Brennan has successfully achieved financial freedom by paying off over $300,000 in debt and building a successful financial education business. Brennan has been able to use his education and innovative approach to overcome several financial obstacles.
Brennan also graduated with a double major in finance and accounting from the University of Louisville in 2014.
Investing In Multifamily Real Estate ft Taylor Loht
TAYLOR LOHT is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street’s major correction that year. In the time since he made the shift, Taylor has acquired, invested in, partnered on, or otherwise had a hand in over $250 million dollars in Multifamily & Self Storage Real Estate Investment Deals.
Taylor began investing in real estate after becoming tired of the constant ups and downs of the stock market, and found real estate as the best way to create sustainable, long term wealth and passive cash flow. He now teaches investors how to escape the Wall Street Casino and build wealth on Main Street by investing in real estate.
Money for College: The College Funding and Admissions Expert ft Dr. Kuni Beasley
For over 40 years, DR. KUNI BEASLEY has been helping students reach their college goals. Since 2011,Dr. Beasley and his team have helped students earn over $300 million in scholarships and grants, with students admitted to the top institutions in the country to include the Ivy League (Harvard, Cornell, etc.), Service Academies (West Point, Annapolis, etc.), and Top Tier colleges (MIT, Stanford, Duke, etc.).
His SAT/ACT Prep program has been used in public and private schools in over 20 states. Dr. Beasley was the Dean of the New College Preparatory Academy with 22 sites across the country from Springfield, MA, to Hot Springs, AR, to Palm Springs, CA.
Dr. Beasley has a BS from Texas Christian University (Go Frogs), an MBA from Oklahoma City University, a Doctor of Ministry from Tyndale Seminary, and Ph.D. from the University of Texas at Arlington. He went to college 22 years and paid for only one semester.
CitySide Capital: From Lieutenant Fire Fighter to Commercial Real Estate Investor Ft Tim Lyons
Productive Pressure: Business Strategy and Exit Planning ft Dawn Bloomer
Dawn is the founder of “Productive PressureTM”, a philosophy and method that masterfully balances the drive for success with a safeguard against burnout. Her experiences in nurturing her veterinary practice, spearheading growth, fostering strategic alliances, and orchestrating its successful acquisition by a large aggregator, have fortified her with an understanding of the intricate dynamics of business expansion and exit planning.
Armed with an MBA and decades of hands-on experience, Dawn has worked with hundreds of practice owners, immersing herself in an in-depth analysis of profit and loss statements and balance sheets. Her diligent exploration uncovered a universal thread of challenges faced by businesses of all sizes and across various locations. It inspired her to design the Practice Freedom Accelerator method, an innovative system that empowers practice owners to step back from being the epicenter of their businesses, freeing up precious time to pursue passions and increase practice value for future transitions.
Net Zero Real Estate ft Owen Barrett
Since earning a bachelor’s degree in finance, cutting his teeth in the financial industry, and earning a master’s degree in environmental science and management, Owen’s been on a professional rampage, pushing complacency and bureaucracy aside and decarbonizing our economy at an impressive rate.
As a Global Energy Manager for a Fortune 500 company for three years, Owen implemented $60 million of clean technology. Combining his experience in fuel cells, solar PV, energy storage, LED lighting, and HVAC optimization, Owen left to launch lumeo, a niche ESCO. Within three years, lumeo hit eight figures in revenue and helped forty school districts implement energy efficiency and renewable energy.
After a successful exit from lumeo, Owen looked for his next opportunity. After nearly a decade in the clean technology industry, Owen concluded there’s too much attention given to developing new clean technologies and not enough focus on rapid deployment of existing technology. It doesn’t matter how efficient a solar module is if only 3% of American buildings have them installed.
Owen started ZNE Capital and pivoted to buying commercial real estate for the purpose of decarbonizing it. In just three years, Owen acquired and partially decarbonized $96M of multifamily properties. While ZNE Capital proves to have a successful business model, the rampant inauthenticity within the institutional impact investing space made it challenging for ZNE Capital to make impact at scale.
Owen founded Rayven to decarbonize existing buildings at scale. Rayven is the world’s first net zero real estate investment platform. Every property we buy is converted to true net zero (no offsets involved). By partnering with thousands of authentic, retail impact investors, Owen, Rayven, and every single investor will decarbonize the world, one apartment building at a time.
Creators Learn: Helping Solopreneurs Start & Scale Their Business ft Jermane Cheathem
Jermane Cheathem is the founder of Creators Learn. He helps solopreneurs start & scale their own lending business using the system he created to close over $50 million in sales.
Wise Money Tools: The Ultimate Cash Flow Guide ft Dan Thompson
DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment strategies. He researched and discovered unique strategies, including the “Infinite Banking Concept,” which he uses by combining specially designed whole life insurance policies to build cash value and access tax-free loans.
Dan also developed principles for “Ultimate Cash Flow,” which involve combining time,compounding, safety, leverage, and tax advantages to appreciate assets. He wrote several books, including his latest book “The 4 Keys to Building Wealth,” to educate others on these strategies.
Dan values tax advantages, access to capital, and controlling the flow of money and is dedicated to helping clients find strategies that fit their needs.
Fueling the Nation: How the American Oil Industry Powers the Economy ft RJ Burr
RJ Burr, 48, is a third generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, Mr. Burr funded his first partnership and never looked back. RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr’s companies have raised and deployed over $300 million in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves.
Passive Income Investors Group: Simplify Your Investing Journey ft Amanda Kay
After Graduating Arizona State University, Amanda Kay has spent the last 16 years helping Fortune 50 companies and individual investors meet their financial targets.
She has managed nearly 1,000 client portfolios through operating her own branch as a Financial Advisor in Gilbert, AZ and working for a private investment oil and gas firm in Dallas, TX.
After years of working with wealthy investors, Amanda concluded there was not a centralized source of professional information to help direct affluent and income driven individuals to the right asset managers.
Passive Income Investors Group is a solution to giving the market what it needed.
Amanda is passionate about client success and committed to a solution driven company that provides what investors are eagerly seeking.
The Rise of Passive Investing: Exploring Invest on Main Street's Real Estate Syndications ft Patrick Grimes
Patrick Grimes is the founder and CEO of InvestOnMainStreet.com, a private equity firm that enhances busy professionals’ quality of life by providing tax-shielded and inflation-hedged passive investments in alternative investments.
Since 2007, Patrick has purchased distressed real estate assets, renovating and stabilizing them for long-term cash flow. He has raised over $50M to acquire a $600M+ portfolio including about 5,000 units in multifamily apartment communities in emerging markets across Texas and the southeastern U.S.
He has also diversified with a partnership in an energy portfolio that includes 100+ natural gas and oil wells in 5+ locations across 5 states.
Patrick is co-author of an Amazon #1 best-selling book, and he actively writes articles on investing and commercial real estate for Forbes and Inman. He holds both a BS and MS in Engineering, as well as an MBA.
Mastering Money Choices: Strategies for Making Smarter Financial Decisions ft Brad Barrett
Brad Barrett is a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets. With nearly 20 years in the financial services industry, he is passionate about finding new ways to educate investors.
He Having the heart of a teacher, He shares his knowledge and experience through his weekly YouTube, Podcast and Radio Show, “Make Your Money Matter”. His show aims to change the way people think about financial advice, so they can make better decisions with their money.
A sought-after public speaker, Brad has educated thousands of people planning for financial freedom across the country. His book, Retire Right, hit the shelves in 2021 and serves as a guideline to aligning goals and objectives when it comes to investment and financial planning.
Brad has a bachelor’s degree in Economics and Political Science from Arizona State University.
He is a CERTIFIED FINANCIAL PLANNERTM and member of Kingdom Advisors.
Practical Wealth Advisors: Strategies for Financial Success ft Curtis May
Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world.
As the host of his popular podcast, The Practical Wealth Show, and in his individual meetings with clients, Curtis teaches people that their number one financial asset is their knowledge. The more they know, the lower their risk, and the greater their chance of success over time. He feels strongly that financial products are simply tools. What makes the biggest difference in people’s lives isn’t the product, it’s how they use it. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now.
Curtis is very blessed to be married to his wife of 22 years, Erica, a family law attorney. They like each other so much that they even share an office together! Curtis and Erica have three amazing daughters and love to travel.
Website: https://curtmay.clickfunnels.com/presell-page22061466
Mastering the Art of Detached Investing: Navigating Stock Market Changes with Emotional Resilience ft Anmol Singh
The stock market is an emotional rollercoaster. The difference between profit and loss comes down to your understanding of how to make logical and fast decisions based on constantly changing data. This is where Anmol Singh comes in. He was born in Delhi, India and grew up as a patient and persistent individual. After completing his high school education, he went to Brunel University London with the strong determination to become something great. He started trading in his dorm and saved enough money to legally start multiple franchises and move to America. At the young age of 22, Anmol Singh was able to establish himself as a successful Trader and has been featured in major media outlets including Business Insider, Forbes, and International Business Times. Today, he and his team at Live Traders show people how to execute trades, review different scenarios, and most importantly, how to control your emotions when high stakes are on the line.
www.livetradersguide.com www.livetradersguide.com
Crush Your Money Goals: The inspiring Journey of Paying off $300,000 Debt in 3 years ft Bernadette Joy
Bernadette Joy is a nationally recognized money coach who paid off $300,000 of debt in 3 years and built $1M of investments by 37 years old. She was named one of the top 25 new influential voices in money by NextAdvisor in Partnership with TIME magazine.
Bernadette’s vision is to change the face of wealth in America. Her practical money tips have been featured on CNBC, MarketWatch, USA Today and TIME Magazine, and as a TV contributor for ABC’s Good Morning America, CBS’s The Doctors and Access Daily on NBC.
Prior to her entrepreneurial career, she spent ten years in human resources at Fortune 100 companies and technology startups, that rounded out her strong ability to connect with large organizations.
She earned both a Bachelors degree in Business Administration and a Bachelors degree in Psychology from Boston University, and her MBA degree from the University of North Carolina at Chapel Hill.
website: https://www.crushyourmoneygoals.com/
Fueling the Future: How Lighter Capital Revolutionizes Tech Startup Financing ft Melissa Widner
Melissa Widner is the CEO of Lighter Capital, the pioneer and leader in revenue-based financing for tech startups, founders, and companies. Seattle-based Lighter Capital is backed by National Australia Bank and Silicon Valley Bank as well as US VCs.
Previously, Melissa was the Managing Director of NAB Ventures, the VC arm of the National Australia Bank, and a General Partner at Seattle based SeaPoint Ventures. She was the founder and CEO of 7Software, a Silicon Valley based enterprise software company acquired by Concur (Nasdaq: CNQR, acquired by SAP). She was also the CEO of Northwest Industrial Supply. Under her leadership, both companies generated over a 10X return to investors.
She is the co-founder and Chairperson of Sydney-based Heads Over Heels, an organization that supports women entrepreneurs running companies with high growth potential.
Empowering Family Offices: Unleashing Potential and Maximizing Impact ft Alex Sonkin
Alex Sonkin is the founder of The Due Diligence (DDP) ProjectTM and The Virtual Family Office (VFO) HubTM, a revolutionary platform of vetted resources that supports hundreds of leading Tax-Focused CPA firms and the Family Offices around the country.
Mr. Sonkin has authored a book, called “The Due Diligence ProjectTM” and has been published in “Money Matters-Volume #2”, both available on Amazon. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including“It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project PodcastTM.
Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).
Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.
Behind the Lyrics: Exploring the Creative Process of Music Writing ft Morgan Tarrer
Songwriter. Ambassador. International Business
Breaking Barriers: Women Leading the Way in Real Estate Tech Investment ft Sabrina Guler
Sabrina is a 29 year old female entrepreneur in the real estate space that co-founded Techvestor, a short-term rental fund that raised $21m in the last 12 months.
Before Techvestor, she worked at Apple in the engineering space as a project manager for the Airpods product line, while helping thousands of people in tech learn about real estate investing. Since 2021, she has flipped, designed, and furnished over 65 houses, built Techvestor’s operational infrastructure, and has been nominated for Forbes 30 under 30, 2023.
Unlocking the Secrets to Successful Real Estate Development: Expert Insights and Strategies ft Solomon Floyd
Solomon Floyd is a Real Estate Developer, Investor and Equity Specialist, and Mentor and Economic Advisor.
Solomon is the Principal of Reunion Investments, a boutique real estate investment firm with a focus on providing a strategic approach to buying property in tertiary and military markets across the United States. Investors can expect consistent returns provided by a secure tenant/buyer base.
The Truth About Ecommerce ft Chris Malta
Chris Malta has been a successful business owner for more than 47 years, starting at the age of 15. He’s spent more than 30 of those years in Ecommerce and online marketing.
Chris developed the world’s most popular wholesale directory for online business owners, WorldwideBrands.com. He’s owned a wholesale supply company in western NY and built an Affiliate Program with over 27,000 members.
Chris has also designed the most comprehensive Ecommerce Education in the world and has been teaching it for over a decade. He has taught over 800 live online Ecommerce workshops, totaling more than 6,000 hours of live Ecommerce mentoring.
Chris is also a published business author whose paperbacks and eBooks have been read by at least 7 million people.
Chris has spoken at national internet conventions, hosted two business talk radio shows for Entrepreneur Magazine, and worked personally with top level executives from Amazon, eBay, UPS and others.
Investing In Mortgage Notes ft Fred Moskowitz
Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 15 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life. #noteinvesting
Tao of Trading: Make Money In Any Market Condition Ft Simon Ree
Simon Ree has worked as a professional in the financial markets since 1992, when he started his career as a futures broker. He loves studying the markets,
trading the markets and he loves traders, too.
During his 28 year career, Simon worked at Goldman Sachs where he founded and headed-up the Markets Desk in Sydney. He subsequently held senior
positions at Citibank in Singapore. During this time, he developed considerable expertise in financial markets, with a particular emphasis on stocks and options.
Simon is the author of the #1 Amazon Best Seller, The Tao Of Trading: How To Build Abundant Wealth In Any Market Condition.
Simon’s passion extends beyond trading the markets, to analyzing the markets, talking and writing about the markets and teaching others how to trade the markets.
Since 2017, Simon has successfully mentored hundreds of aspiring traders on the simple techniques he uses to generate consistent cash flow from the stock
market.
Econologics Financial Advisors ft Eric Miller
Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he’s had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.
entrepreneur #financialadvisor
The Wealth Scientist ft Dustin Serviss
Dustin is a successful business owner in the wealth and lifestyle design space. Has many awards and achievements ranging from business excellence awards to multiple Top 40 Under 40 wins to snowboarding medals, golf scholarships, he is a hobby 1000 yd marksman, can be found in the backcountry snowmobiling in winter and currently is working on completing a mini resort when he is not authoring books or driving his sons to hockey practice.
He is also the host of The Picture of Wealth Podcast where Dustin give his insights on investing, personal finance, money-saving, income sources, tax strategies, and insurance tips to help his audience be great at money decisions.
CDO Group: Corporate Construction Development ft Anthony Amunategui
Anthony Amunategui is the Founder of CDO Group, a National Commercial Construction firm he started almost 25 years ago with a small group in his basement. Today CDO group has worked with some of the world’s largest brands to build an estimated one million square feet of retail space per year. Anthony has a true passion for finding out what makes people successful in business and in life. He loves diving into conversations about what the future holds for us personally and professionally, and the adventures that shape that journey.
Website: https://cdogroup.com
Launch Cart: The Next Major eCommerce Platform ft Greg Writer
Greg Writer is the Founder and CEO of Launch Cart, alternative to Shopify that gives entrepreneurs the ability to create an on-demand eCommerce store with thousands of products available through the Source and Sell Marketplace, where sellers will be able to sell products without inventory costs or fulfillment needs.
Percy "Master P" Miller has joined Launch Cart as our new Chairman of the Board.
Often referred to as “The Entrepreneur’s Best Friend”, Greg Writer has spent the past 15 years coaching thousands of entrepreneurs to raise capital, market their businesses, and ring the cash register.
He has over 35 years of experience in corporate finance, capital formation, executive level management, mergers and acquisitions, software development, licensing and distribution, and sales and marketing.
As a self-declared “digital marketing guru”, Greg has generated tens of millions of dollars in revenue using the exact strategies he teaches in seminars and keynotes across the country. These days, he’s on a mission to help celebrities and influencers accelerate their business growth, increase their revenues, and build “brand equity” through e-commerce and online digital marketing.
Website: https://launchcart.com
#ecommerce #shopify #business #entrepreneur
Sales and Marketing ft Michael Schill
Michael holds a BA in Exercise Science from Florida State University where he had the privilege of playing for their perennial National Championship level Football Program. Michael Schill is a 21st century entrepreneur who has managed to marry skill sets in business, music, fashion, and professional sports into a one-stop tour de force brand name. Under the tutelage of New York Times Bestselling author and Real Estate mogul Grant Cardone, Michael has earned an Ivy League level of schooling in the Public Relations game from a ground zero perspective. Leveraging his credibility in a multitude of verticals, Michael has been able to demonstrate sustained production and mastery of SAAS Sales over a host of platforms using BI Visualization & Data Analysis all while spearheading the nations premier Sales Team.
Website: https://thefullcircle.io
Sylvis Capital: Generate Passive Income in Real Estate ft Amy Sylvis
Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large commercial real estate properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside her to take advantage of not only her extensive experience, but also her detailed research and exclusive relationships.
Sylvis Capital offers commercial real estate investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 748 apartment units, 208,000 square feet of flex industrial space, and $96M worth of assets under management.
Website: http://sylviscapital.com
#realestate #passiveincome #entrepreneur
Business Buying Strategies ft Jonathan Jay
Jonathan Jay has been an entrepreneur since dropping out of university at age 19. Now 50 years old, he has built businesses in publishing, digital marketing, adult education and coaching, and preschool education and sold each of them. During the pandemic, he made 48 business acquisitions to create the 4th largest group in his sector in under three years.
One notable deal was buying a £5m annual revenue digital marketing company from its Private Equity owner for just £1 and selling it for £1.3m just eleven months later. He is an advocate of a healthy work-life balance, suffering mental and physical burnout, and believes you can achieve success without business taking over your life!
He now helps other people buy businesses and helps them avoid the expensive mistakes - as he says he has made them all!
Website: https://dealmakers.co.uk
The Future of Finance ft Emmanuel Daniel
Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York.
How to Build a Business ft Todd Randall
Todd Randall is an eight-time CEO from rural Florida. His businesses include spas, gyms, construction company, wholesale, business brokerage and consulting. He didn't have any advantages at the start, no special gifts or relatives who could teach me everything. It took him over thirty years to get me where he is, generating multiple 7-figures yearly. He did all this to create a lifestyle that is comfortable to him.
Website: https://www.beachview.biz
Clark Asset Management: The Investing Game ft Bradley Clark
Bradley Clark is out to destroy the financial advice industry ...
After 25+ years helping people make better financial decisions and studying why people make financial decisions, Bradley discovered the prevailing compensation schemes (commissions & percentages) are good for advisors, but highly problematic for clients given the disturbing conflicts of interest.
Only by eradicating these compensation schemes does the financial advice industry have a chance to become a helping profession. While an industry only distributes products, a helping profession uses evidence to better the lives of the people they serve.
Bradley had enough, so in 2016, he formed a company to help lead this much needed transformation from industry to profession. Clark Asset Management focuses on helping pre-retirees & retirees navigate the transition from their accumulation phase (which is simple) to their decumulation phase (which is anything but simple). It is one of the only firms in the country offering wealth management for a single fixed flat fee.
Website: https://bradleyclark.com