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Innhold levert av Truly Passive LLC. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Truly Passive LLC eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
Innhold levert av Truly Passive LLC. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Truly Passive LLC eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Are you ready to build true wealth and financial independence for your family and live life exactly as you've always wanted? Each week, tune in to Truly Passive Income, as Neil Henderson and Clint Harris interview guests who are experts in using passive investing to achieve financial and location independence, design more meaningful and intentional lives, and make a positive impact on the world. If you're seeking freedom from the grind of trading your time for money and want to prioritize what truly matters in life, this podcast is for you.
Innhold levert av Truly Passive LLC. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Truly Passive LLC eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Are you ready to build true wealth and financial independence for your family and live life exactly as you've always wanted? Each week, tune in to Truly Passive Income, as Neil Henderson and Clint Harris interview guests who are experts in using passive investing to achieve financial and location independence, design more meaningful and intentional lives, and make a positive impact on the world. If you're seeking freedom from the grind of trading your time for money and want to prioritize what truly matters in life, this podcast is for you.
Is the stock market the only place to build wealth? Think again. In this episode, Keshav Kolur explores the rich world of alternative investments, tax-efficient wealth-building strategies, and the growing popularity of evergreen funds. Discover how diversifying beyond stocks and bonds could be your key to financial growth. Key takeaways to listen for [05:35] Why multifamily syndications have faced major headwinds [08:40] How to vet operators before investing in syndications [15:04] Unique exit strategies that build-to-rent communities offer [17:02] Investments that provide major tax benefits [35:02] What an evergreen fund is and how it works Resources mentioned in this episode [01:31] Rich Dad Poor Dad by Robert Kiyosaki | Kindle , Paperback , and Mass Market Paperback [09:37] The Hands-Off Investor by Brian Burke | Paperback and Kindle [10:36] RaiseMasters [10:37] Connect2Capital [10:38] Avestor [09:32] Download Clive Capital's 100+ Question Due Diligence Checklist to vet alternative assets for private equity investment confidently. Get your free copy now at https://www.clivecap.com/alternative-assets . About Keshav Kolur Keshav Kolur is the principal and founder of Clive Capital, a private equity firm based in New York City. This firm primarily aids tech employees in diversifying their investments beyond the stock market into alternative assets, such as real estate, energy, and small businesses. Kolur's significant impact on the investment landscape includes overseeing investments in over 1,000 apartments and 500 single-family homes across various U.S. markets. Prior to founding Clive Capital, he had a robust career as a software engineer with leading tech companies, including Amazon and Facebook. Additionally, Keshav hosts the "Investing for Generational Wealth Podcast," where he offers insights into alternative investments. Connect with Keshav Website: Clive Capital Podcast: Investing for Generational Wealth | Apple Podcasts and Spotify Facebook: Keshav Kolur Instagram: @kkolur76 LinkedIn: Keshav Kolur Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
Amid inflation and rising interest rates, traditional financial strategies are evolving. Dive in as Alan Franks, CFP®, CLU, CFBS, shares modern approaches to financial planning, investment strategies, and wealth-building in today's challenging market. Key takeaways to listen for [05:05] Biggest myths about passive income and why it’s not truly passive [09:45] Why rental properties aren’t the cash cows they used to be [14:45] How much you actually need to be financially free today [19:54] What to do with home equity and investment accounts [30:06] The hidden impact of inflation and why people underestimate it Resources mentioned in this episode [00:30] EmPowered Money by Alan Franks | Kindle and Paperback [16:53] The Psychology of Money by Morgan Housel | Kindle , Paperback , and Hardcover [17:25] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle and Paperback [41:34] Get your FREE personalized 10-Minute Financial Plan! Complete EmPowered Money's quick questionnaire and take the first step toward financial clarity. Start now at https://www.empowered-money.com/ . About Alan Franks, CFP®, CLU, CFBS Alan Franks, CFP®, CLU, CFBS, is the founder of Empowered Money and the author of "EmPowered Money," a guide to financial planning. With a background in Economics and Entrepreneurial Management from Mercer University, Alan started his career in financial planning during the 2008 financial crisis. His firm, The Mill Financial Partners, focuses on helping individuals manage their finances to achieve a fulfilling life. Alan lives in Atlanta, GA with his wife and two rescue dogs, sharing his expertise to empower others financially. Connect with Alan Website: EmPowered Money | The Mill Financial Partners Instagram: @frankly_financial LinkedIn: Alan Franks, CFP®, CLU, CFBS Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
In today's high-interest rate environment, traditional rental strategies are being reevaluated. James Brown explores innovative real estate tactics in this episode. Learn about co-living solutions for affordable housing, the mutual benefits of rent-to-own investing, and strategies for raising capital in multifamily syndications. Dive into this episode to discover how creative financing can dramatically boost your real estate returns. Key takeaways to listen for [06:02] What sets rent-to-own tenants apart from traditional renters [11:59] The economics behind rent-to-own deals and how investors make money [13:56] How to help investors manage co-living properties more efficiently [15:52] Co-living portfolio scaling: challenges and opportunities [28:10] Where to find the biggest opportunities in real estate right now Resources mentioned in this episode [00:42] PadSplit [23:48] Discover Hybrid Real Estate Investing—the modern way to profit more with less risk. Skip the stock market gamble, risky flips, and tenant headaches. Read or download for FREE at https://hybridrealestateinvesting.com/category/books/ . About James Brown James Brown, co-founder of Real Home Solutions and a skilled show host, investor, and realtor, developed the Hybrid Real Estate Investing strategy with partner Toby Hanson. This innovative approach maximizes profits in top neighborhoods without the typical risks or management challenges of traditional investing. They initially kept this strategy private but realized its potential to benefit a wider circle through word-of-mouth. Targeting professionals seeking control over their investments with above-average returns and fewer hassles, James offers a safer, more effective alternative to the stock market. Contact James to explore how this strategy can meet your real estate investment goals. Connect with James Website: Real Home Solutions Linktree: James Brown Instagram: @jamesbrown.corealtor LinkedIn: James Brown ✔️ Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
Tax credits can dramatically reduce your tax liability, yet many overlook the benefits of renewable energy tax credits in commercial real estate. Join Eric Gordon as he explains how passive investors can leverage incentives from the Inflation Reduction Act, the benefits of solar tax incentives, and the difference between deductions and credits, offering essential insights for real estate investors, business owners, or anyone with passive income looking to enhance sustainability while saving money. Key takeaways to listen for [03:19] How tax credits differ from deductions and how they impact tax liability [06:10] What are renewable energy tax credits, and how do they work? [14:26] Why the Inflation Reduction Act made tax credits more accessible [17:11] Who benefits most from renewable energy tax credits? [25:51] The importance of timing: when to place solar facilities into service About Eric Gordon Eric Gordon, Vice President of Professional Services at B•10 Capital, combines a robust background in accountancy with a wealth of experience in commercial real estate. After earning his CPA license while working as an auditor focused on construction and real estate clients at Deloitte in Boise, Idaho, Eric transitioned to the commercial real estate sector. There, he sharpened his expertise in due diligence, negotiations, and financing. His career took an interesting turn when he joined the executive team of a fast-casual restaurant chain, significantly aiding its growth from four to over 65 locations across eight states. At B•10 Energy, Eric applies his diverse skills to propel the firm’s professional services, while outside of work, he enjoys traveling, baseball, country music, and spending time with his family. Additionally, Eric actively engages in real estate investment, marrying his professional expertise with his personal interests. Connect with Eric Gordon Website: B10 Energy LinkedIn: Eric Gordon Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
The salient focus of this discussion revolves around the intricacies of converting various retirement accounts into self-directed IRAs, emphasizing both the advantages and potential challenges inherent in this process. We elucidate the four primary types of IRAs: Roth, Traditional, SEP, and Simple, each characterized by distinct features and contribution limits. The dialogue further distinguishes between traditional custodians, who primarily engage with stocks and bonds, and alternative custodians, exemplified by Preferred Trust, which facilitate investments in alternative assets. Notably, we explore the appeal of SEP IRAs among small business proprietors, particularly due to their substantially higher contribution limits compared to traditional IRAs and 401(k) plans. Additionally, the complexities associated with solo 401(k)s are briefly examined, underlining the necessity for a comprehensive understanding of IRS regulations when navigating this particular retirement vehicle. Takeaways: Converting various retirement accounts into self-directed IRAs allows for active real estate investment. The four primary types of IRAs include Roth, Traditional, SEP, and Simple IRAs, each with distinct characteristics. SEP IRAs are particularly advantageous for small business owners due to their high contribution limits. Traditional custodians typically restrict investments to stocks and mutual funds, unlike alternative custodians. The contribution limit for SEP IRAs is significantly higher than that for 401k plans, making them appealing. Solo 401ks involve more complex regulations and reporting requirements compared to SEP IRAs, necessitating thorough knowledge of IRS rules.…
Whether you're a passive investor, developer, or just curious about opportunities in urban infill and adaptive reuse, this episode is for you. Join Katie Kim, CCIM, a trailblazer in real estate development with over 30 years of experience. Discover how Katie started her first real estate deal at 16 and became an expert in creative financing, transforming neglected properties into community treasures using public-private partnerships, tax incentives, and innovative funding models. Key takeaways to listen for [09:36] Why adaptive reuse is an essential strategy for revitalizing markets [11:35] The untapped potential of urban infill and adaptive reuse projects [14:46] Real-life examples of transforming historic properties [23:44] An introduction to tax increment financing (TIF) [34:34] How developers can negotiate incentives with municipalities Resources mentioned in this episode [34:41] REAL ESTATE DEVELOPMENT ACADEMY [46:56] The Katie Kim | Knowledge Nugget [46:58] Introducing Money Math About Katie Kim, CCIM Katie Kim is a seasoned real estate developer, investor, and educator with over 30 years of professional experience in the real estate industry. Her journey began at just 16 when she successfully completed her first real estate deal with no personal investment. Since then, Katie has led numerous transformative projects through her companies, The Kim Group and The Kim Group ATX, focusing on urban infill, mixed-use developments, and adaptive reuse projects. Connect with Katie Website: Katie Kim | The Kim Group ATX Facebook: Katie Kim YouTube: The Katie Kim Instagram: @thekatiekim LinkedIn: Katie Arnholt Kim, CCIM Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth. Key takeaways to listen for [10:25] Unique challenges faced by inheritors [18:48] Importance of simplifying complex wealth structures [24:52] A concept of wealth anonymity and why it’s crucial for inheritors [34:17] How to prepare for and manage significant wealth transitions [43:07] The critical role of family dynamics in wealth preservation Resources mentioned in this episode [18:30] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi| Paperback [42:50] Raising Financially Fit Kids by Joline Godfrey | Paperback [28:36] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle , Hardcover , and Paperback [45:21] Way Into Wealth Coaching Program About Melissa Hoyer, CFP®, CPCC™ Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world. Connect with Melissa Website: The Wealth Conservancy, Inc. LinkedIn: Melissa Hoyer Email: melissa@twcinc.org Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
Join James Alexander, CFP®, as he delves into the secrets of achieving financial independence through innovative investment strategies and understanding the psychology of money. Discover his innovative "bucket strategy" for asset management and the tax-saving benefits of defined benefit plans. Packed with actionable advice, this episode offers invaluable insights for white-collar professionals and entrepreneurs aiming to craft a personalized financial game plan and optimize their financial future. Key takeaways to listen for [01:13] How to play your financial game instead of someone else's [06:49] The bucket strategy for managing different goals [17:25] Income structured notes: What they are and how they work [25:05] Defined benefit plans as tax-saving vehicles for high-income earners [33:35] Importance of financial education for long-term success Resources mentioned in this episode [26:43] Accelerate your tax-deductible retirement savings with Edge Financial Advisors' Defined Benefit Plan—an IRS pre-approved solution for high-income earners. Learn more at https://www.yourretirementaccelerator.com/ . About James Alexander, CFP® James Alexander, CFP®, is a financial advisor and partner at Edge Financial Advisors, LLC, in Wheaton, Illinois. Since joining Edge in 2019, he has provided customized investment management and comprehensive financial planning services to families and individuals. With a career in financial services dating back to 2009, James has held various roles at Scottrade and TD Ameritrade, including serving as a branch manager. He holds degrees in Finance and Mathematics from Loyola University Chicago and resides in Naperville, Illinois, with his wife, Rachel, and their son, Theo. Connect with James Website: Edge Financial Advisors Facebook: Ed's Edge | Apple Podcasts LinkedIn: James Alexander, CFP® Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
Discover how Ryan Twomey and Lucas Ravanis went from a pandemic house hack to co-owning over 500 multifamily units and repositioning RV parks. Learn about their unique strategies, like collaborating with a TV network for an RV park show, and how they leverage mentorship and community to scale their impact. Tune in to see how to transform real estate investments into community assets! Key takeaways to listen for [06:52] Ways to overcome landlord challenges [10:53] Benefits of commercial real estate [13:54] The importance of defining your “what, why, and how” [22:18] Why diversify investing through multifamily and RV parks [33:40] How to leverage self-directed retirement accounts for real estate Resources mentioned in this episode [17:52] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle and Paperback [38:35] Cabin Wars About Ryan Twomey and Lucas Ravanis Ryan Twomey is the Co-Founder and Managing Partner of TR Capital Partners, a real estate investment firm specializing in multifamily properties. He began his career in financial services as a financial advisor and wealth manager before transitioning to an operations analyst role at the parent company of the NYSE. In 2021, Ryan started investing in cash-flowing real estate, initially acquiring and managing residential properties. Recognizing the scalability of commercial real estate, he shifted focus to apartment buildings, achieving financial freedom and the flexibility to design his lifestyle. Through TR Capital Partners, Ryan educates sales leaders and business owners on growing and protecting their wealth by passively investing in apartments, offering an alternative to the volatility of traditional markets. Lucas Ravanis is the Co-Founder and Managing Partner of TR Capital Partners, a real estate investment firm specializing in multifamily properties. He began his career as a Sales Executive at a Fortune 500 Third Party Logistics company, where he spent over six years building his book of business. Seeking financial independence, Lucas transitioned to commercial real estate in 2023, focusing on apartment buildings. This strategic move allowed him to leave his day job and design a life centered around his priorities. Through TR Capital Partners, Lucas educates sales leaders and business owners on strategies to grow and protect their wealth through passive apartment investments. Connect with Ryan and Lucas Website: TR Capital Partners Facebook: Ryan Twomey | Lucas Ravanis Instagram: @ryan_twomey1 | @lucas_ravanis LinkedIn: Ryan Twomey | Lucas Ravanis Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…
David Little takes us through his fascinating pivot from petroleum engineering to becoming a trailblazer in real estate lending. Specializing in short-term loans for fix-and-flips and commercial gap funding, he breaks down how his business supports borrowers while delivering solid returns to investors. Tune in to explore his innovative strategies and the unique niche he's built in the industry. Key takeaways to listen for [05:31] The fundamentals of hard money lending [17:35] How to secure investments effectively [21:27] Commercial lending strategies you might want to try [25:18] A transparent look into investor returns [32:10] Importance of deal flow and market dynamics About David Little David Little is the co-founder and manager of Crown Capital Resources, LLC, a Texas-based private lending firm specializing in real estate investments. He earned both his B.S. (2010) and M.E. (2012) in Petroleum Engineering from Texas A&M University. David began investing in hard money loans in 2010 and acquired his first rental property in 2013. In 2016, he co-founded Crown Capital Resources, leveraging his expertise in oil and gas property evaluation to assess and recommend investment opportunities. Under his leadership, the firm has funded over 140 properties, totaling more than $30 million in loans. Connect with David Website: Crown Capital Resources Email: david@crowncapitalresources.com Phone: 817-550-7328 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
Dive deep with Fred Moskowitz, a former tech professional turned note investing guru, as he explores the lucrative world of mortgage notes. Learn about the unique opportunities and challenges of this asset class, and discover how it can generate passive income and diversify your investment portfolio. Don't miss these insights on building financial freedom through note investing. Key takeaways to listen for [01:13] A beginner-friendly overview of mortgage note investing [08:10] Types of notes: Performing vs. Non-Performing [13:21] How interest rates impact note investing [24:55] The role of loan servicing companies in note investing [29:10] What is the lifecycle of a mortgage note? Resources mentioned in this episode [00:37] The Little Green Book Of Note Investing by Fred Moskowitz | Paperback [39:23] Get Fred Moskowitz's FREE Note Investing Guide! Subscribe to his newsletter at https://www.giftfromfred.com and request your copy today! About Fred Moskowitz Fred Moskowitz is a sought-after speaker, advisor, and trainer specializing in entrepreneurship and alternative asset investing. With a 20-year career dedicated to these fields, he has become an authority on building wealth through Self-Directed IRA accounts. Fred is committed to enhancing financial literacy providing actionable education on wealth building, mindset, and success. He regularly shares his expertise at industry conferences and as a guest on investment-related podcasts. Fred is also the author of "The Little Green Book of Note Investing," which serves as a guide for individuals interested in the mortgage note investment industry. Connect with Fred Website: Fred Moskowitz LinkedIn: Fred Moskowitz Instagram: @thefredmoskowitz Facebook: Fred Moskowitz Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
Meet real estate entrepreneur and philanthropist Devin Elder as he shares his journey from flipping single-family homes to managing over 5,000 multifamily units and pioneering innovative land and industrial investment strategies. Explore the power of vertical integration, the art of land investing, and the importance of diversification in navigating market changes. Devin also reveals how he balances business success with meaningful philanthropy through the DJE Foundation, which supports disadvantaged children. Join us for an insightful conversation packed with actionable tips to build wealth, sustain growth, and leave a lasting legacy. Key takeaways to listen for [01:16] Devin's early real estate journey and the "lightbulb moment" with his first single-family flip. [03:53] Why diversification beyond multifamily properties ensures stability and growth. [07:42] How payroll and market fluctuations led to expanding asset classes in real estate. [13:01] The value of vertical integration for risk management and operational control. [32:19] Structuring debt and equity opportunities for passive investors across asset classes. [44:45] Using philanthropy to create a lasting family legacy and give back to the community. Resources mentioned in this episode [00:39] The DJE Foundation [26:36] John Deere [38:51] Capital Farm Credit [47:54] Aid The Silent About Devin Elder Devin Elder is the Founder and CEO of DJE Texas Management Group, a real estate firm managing over 5,000 multifamily units and specializing in diversified investments across multifamily, land, and industrial assets. A dedicated philanthropist, he leads the DJE Foundation, supporting disadvantaged children in Texas and the Philippines. Known for his strategic vision and community focus, Devin is also a helicopter pilot and family man who enjoys creating meaningful experiences on his ranches. Connect with Devin DJE Texas Management Group Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
Facing IRS challenges and feeling overwhelmed? Join us for an enlightening conversation with Carlos Samaniego, EA, a tax resolution expert who transformed his personal tax struggles into a career helping others. Discover actionable advice, debunk common tax myths, and learn strategies to tackle your tax issues effectively. Key takeaways to listen for [10:27] What to expect in IRS collection processes [17:01] 3 steps to resolving tax problems [22:38] Tax resolution scams you should be aware of [27:37] Common myths about settling tax debt [30:32] The impact of home equity on tax resolutions Resources mentioned in this episode [00:32] How To Make The IRS An Offer They Can't Refuse by Juan Carlos Samaniego EA | Kindle and Paperback About Carlos Samaniego, EA Juan “Carlos” Samaniego, Founder of Tax Debt Consultants, LLC, is a nationally recognized tax expert who mentors CPAs, EAs, and attorneys while helping clients resolve tax challenges. A member of the National Association of Enrolled Agents and the American Society of Tax Problem Solvers, Carlos received the 2020 Tax Professional of the Year Award and the EXPY award for his contributions to the industry. Featured on NBC, CBS, ABC, USA Today, and in national media, Carlos has authored How to Make the IRS an Offer They Can’t Refuse and the upcoming FTB Taxpayer Survival Guide. His Tax Debt Consultant Podcast, named a Top 10 Small Business Tax Podcast by Feedspot, shares practical advice globally. Connect with Carlos Website: Carlos Samaniego | Tax Debt Consultants Facebook: Tax Debt Consultant LinkedIn: Juan Carlos Samaniego, EA CTRC® NTPI Fellow® MSCTA Instagram: @jcarlossamaniego YouTube: Carlos Samaniego EA Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
Meet financial strategist and author Tom Suvansri, MBA, as he explores his transition from corporate professional to a leader in alternative investment strategies and wealth protection. Dive into the concepts of Infinite Banking, redefine wealth, and understand the significance of financial control. Join us for a conversation rich with strategies for building generational wealth and tips to enhance your financial literacy, perfect for anyone ready to challenge traditional financial planning norms. Key takeaways to listen for [09:34] Infinite banking strategy: What it is and its advantages [18:15] The value of properly structured whole life insurance [35:00] Why effective financial strategies require self-awareness and discipline [39:38] How important it is to build a solid financial foundation [43:00] Networking advice for aspiring investors' financial growth Resources mentioned in this episode [06:39] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle , Hardcover , and Paperback [08:50] Becoming Your Own Banker by R. Nelson Nash | Paperback [09:10] Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle [50:11] Wealth Beyond The Numbers by Tom Suvansri | Kindle and Paperback About Tom Suvansri, MBA Tom Suvansri, MBA, is the founder of Perennial Pride, where he serves as a wealth strategist and investment advisor representative. Specializing in advanced insurance strategies and investment analysis, Tom empowers clients to take control of their finances. His expertise extends to real estate investing, including ownership and management of rental properties and participation in private lending arrangements. A Penn State graduate, Tom resides in Stamford, CT, with his wife, Bridget, and their two sons, Aidan and Colin. In his free time, he enjoys reading, exercising, golfing, and spending quality time with his family. Connect with Tom Website: Perennial Pride Podcast: Perennial Pride Podcast | Apple Podcasts and Spotify LinkedIn: Tom Suvansri Instagram: @perennialpride Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
From rural England to the heights of high-net-worth circles, Ash Atkinson’s journey offers a rare look into the elite equestrian world and the luxury investment strategies that followed. In this episode, Ash reveals his strategic approach to market timing, reputation-building, and managing wealth across borders. Listen in to uncover the untapped opportunities and unique insights in today’s investment landscape. Key takeaways to listen for [13:29] Building trust in the luxury market and expanding to various asset classes [16:57] Why timing and market insight is essential in the exotic car investment space [21:04] The role of Pearson Equity Group and how private equity creates new opportunities [23:22] Benefits of the fund-of-funds model in providing rigorous due diligence for investors [26:48] Why pooling capital helps negotiate better terms and boosts investor returns [30:16] The value of investing in legacy businesses during a generational wealth transfer Resources mentioned in this episode [20:41] Pearson plc About Ash Atkinson Ash is a seasoned business development professional with a global background in equestrian management, luxury assets, and high-net-worth investments. Originally from Sudbury, England, Ash began his career managing top equestrian operations in Germany and Mexico before moving to the U.S., where he expanded into luxury real estate, jet charters, and alternative asset investments. Now based in Wellington, FL, he works with ultra-high-net-worth clients and SMEs, focusing on business growth, efficiency, and strategic exits. Holding multiple Florida licenses, Ash leverages his diverse experience to optimize businesses and drive innovation. Connect with Ash Instagram: @ashatkinson1 LinkedIn: Ash Atkinson Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…
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