Shows
Decoding CashflowEP.173: Unlocking Hidden Cashflow Through Boutique Hotels with Michael StohlerMike Stohler is a seasoned real estate investor, hotel operator, and the co-founder of Gateway Private Equity Group. With over two decades of experience, Mike has mastered the art of building passive income through multifamily and hospitality investments.What makes Mike unique is his ability to blend the worlds of hotels and real estate, creating cash-flowing opportunities that most investors overlook. From owning and managing boutique hotels to scaling multifamily portfolios, Mike brings a wealth of knowledge—and a deep passion for helping others achieve financial freedom.DISCLAIMER: We are not giving any financial ad...2025-05-0945 min
The Richer GeekStrengths Over Struggle: How Coaching Unlocks Your True Leadership PotentialFeeling stuck, burned out, or like you’ve hit a ceiling in your career or business? You’re not alone, and more importantly, you don’t have to stay there. Welcome back to another episode of The Richer Geek Podcast. Today, we are joined by Ryan Crittenden, Ph.D., of XL Coaching to explore the importance of coaching for both entrepreneurs and professionals. With a Ph.D. and years of experience in strengths-based leadership coaching, Ryan explains why going it alone can lead to stagnation, and how expert guidance can help you move forward with clarity and purpos...2025-05-0721 minThe Richer GeekInvest in the Future: Pre-IPO Access & the AI BoomThink pre-IPO investments are just for billionaires? Think again. Welcome back to another episode of The Richer Geek Podcast! Today’s guest is Mike Ivancie, CMO at UpMarket, an alternative investment platform that’s opening the door for accredited investors to access private market opportunities once reserved for the ultra-wealthy. Since 2019, UpMarket has helped individuals invest over $150 million into assets like pre-IPO shares in SpaceX, Neuralink, Stripe, and OpenAI, as well as hedge funds, private equity, and real estate. Mike’s mission is to break down barriers and grow the platform to over $1 billion in transa...2025-04-3026 minThe Richer GeekAvoid Year-End Surprises: Weekly Accounting for Financial ClarityAre year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round. Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You’ll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key. Whether you're a re...2025-04-2322 minThe Richer GeekUnlock Your $150M+ Real Estate Empire in Under 10 YearsWelcome back to The Richer Geek Podcast! Today, we talked with Mike and Bo, who figured out how to build a real estate business worth over $150 million in less than 10 years. They'll share the important steps, useful tips, and the right way of thinking to make it big in real estate. You'll learn how to find good real estate deals, understand the market, and avoid mistakes. This episode is your guide to changing your money future through smart real estate investing and building wealth. In this exciting episode, you'll hear from Mike and Bo, friends who've become...2025-04-1627 minThe Richer GeekZero Tax Bracket: How The Wealthy Legally Avoid TaxesAre you tired of overpaying taxes and feeling like your wealth is constantly slipping away? In this eye-opening episode of The Richer Geek Podcast, we dive into the tax secrets used by the ultra-wealthy with Mark Miller, President of Hilton Tax & Wealth Advisors. For over 30 years, Mark has helped business owners, physicians, and high-net-worth clients save tens of millions in taxes while increasing their wealth by over $200 million. As a best-selling author of The Tax-Free Business Owner, he reveals how business owners can zero out their taxes just like Fortune 500 companies. Featured in top publications like The New York...2025-04-0923 minThe Richer GeekMobile Home Parks & Parking: Cash Flow SecretsDiscover the hidden potential of mobile home parks and parking lots: two often-overlooked but highly profitable real estate assets. In this episode of The Richer Geek Podcast, seasoned Florida investor Kevin Bupp, host of Real Estate Investing for Cash Flow Podcast and bestselling author, pulls back the curtain on a powerful alternative to traditional real estate investment strategies. With over $300 million in real estate transactions and decades of experience, Kevin shares why he pivoted beyond single-family and multifamily properties. He breaks down the unique advantages of mobile home parks and parking facilities, including their stickier tenant base...2025-04-0225 minThe Richer GeekAI is Taking Jobs: Here’s How Franchising Can Secure Your FutureTired of the corporate rat race? Welcome to The Richer Geek Podcast! Today, we are joined by Cliff Nonnenmacher, a former Wall Street banker turned franchise expert. Cliff shares how he built a multi-brand franchise empire and why franchising is the ultimate shortcut to wealth. Learn how to ditch the traditional 9-to-5, leverage proven business models, and invest in recession-proof, AI-proof, and Amazon-proof industries like skilled trades, pet services, and biohacking. Discover the critical mistakes to avoid, the value of a franchise consultant, and the trending sectors that are booming. In this episode, we’re discussing… F...2025-03-2628 minThe Richer GeekStop Losing Deals: How to Raise Unlimited Private Money Without AskingStruggling to fund your real estate deals because banks keep saying no? In this episode of The Richer Geek Podcast, learn how to raise unlimited private money without ever asking. Say goodbye to traditional loans and slow approvals, and discover how to secure funding on your terms. Our guest, Jay Conner, has been a real estate investor since 2003, rehabbing over 450 homes and averaging more than $71,000 in profit per deal. With over $52 million in completed real estate transactions and experience mentoring more than 2,000 investors, Jay is a leading expert in private lending. He shares his proven system for attracting private...2025-03-1925 minThe Richer GeekTurning Websites into Sales MachinesWelcome back to The Richer Geek Podcast! This week, we explore the highs and lows of entrepreneurship and uncover the secrets to building high-converting websites that drive real results. Our guest, Peter Guirguis, founder of SwiftPress Support, shares hard-earned lessons from business failures and reveals the key elements of high-converting landing pages, the evolution of SEO in the AI era, and the future of strategic web hosting. Plus, we discuss how video content and AI trends like AI agents are reshaping digital marketing. In this episode, we’re discussing… Entrepreneurial Resilience: Peter's journey high...2025-03-1220 minThe Richer GeekFrom Busyness to Business: Scaling Smarter with AI, Delegation & CEO StrategiesWelcome back to another episode of The Richer Geek Podcast, and today we are joined by business strategist and 7-figure entrepreneur mentor Kareen Walsh! Kareen shares how she transitioned from self-employed consultant to scaling a thriving business that runs on just 10% of her time—while generating massive ROI. She reveals the keys to shifting from a "busyness" trap to true business ownership, leveraging your zone of genius, and implementing smart delegation strategies. Discover Kareen’s EVOLVE methodology for sustainable growth, the power of automation and AI in scaling, and her groundbreaking Hey Kareen® AI App, designed to provi...2025-03-0523 minThe Richer GeekE-Commerce Profitability: Data-Driven GrowthIn this episode of The Richer Geek Podcast, we are joined by Adam Callinan, founder of Pentane, an innovative e-commerce profitability system. Adam shares his journey from medical devices to creating the wildly successful BottleKeeper and how those experiences led to the development of Pentane. Discover how Pentane transforms raw e-commerce data into actionable insights, helping businesses of all sizes, especially early-stage consumer brands, achieve sustainable profitability. Learn how to move beyond guesswork and emotion and embrace a data-driven approach to your e-commerce strategy. Adam dives into the critical mistakes many businesses make, including arbitrary ad budgets and the h...2025-02-2620 minThe Richer GeekCreative Real Estate Investing: Mastering Lease Options, Subject-To Deals, and Tax AdvantagesTired of the same old real estate investing strategies? It’s time to think outside the box! In this episode of The Richer Geek Podcast, we are joined by Andy Kiel to explore powerful strategies like lease options, subject-to-deals, and tax-friendly investment structures. Andy shares how he transitioned from the frustrations of traditional landlording to mastering innovative investment tactics that generate cash flow, reduce risk, and help buyers who don’t qualify for conventional loans. He breaks down how he finds and structures deals, partners with investors, and leverages tax benefits like Section 179 depreciation to maximize returns. 2025-02-1926 minThe Richer GeekPatent Power: Protecting Your AI InnovationsThe AI revolution is here, and it's a gold rush. But are you protecting your valuable AI innovations? This week on The Richer Geek Podcast, we talk with Robert Plotkin, a leading AI patent attorney with over 25 years of experience. Robert helps cutting-edge AI companies worldwide secure patents that not only protect their intellectual property but also drive profit. In this episode, we're discussing... Patents are more than just legal weapons; they are valuable business assets that can be licensed, sold, and used to attract investment. Patents provide a crucial deterrent against competitors, ev...2025-02-1224 min
The Root of All Success with The Real Jason Duncan276: From Pilot to Hotel Mogul: Michael Stohler’s Journey to Real Estate SuccessFrom Airline Pilot to Real Estate Mogul: How Michael Stohler Built His Empire 🚀 💼 Ever wondered how to go from failing in real estate to owning hotels worldwide? In this episode of The Root of All Success, host The Real Jason Duncan sits down with Michael Stohler, a former airline pilot turned hotel investment expert. Michael shares his journey—how he lost everything in his first real estate attempt, pivoted to multifamily investing, and ultimately found his niche in the highly profitable hotel industry.🏨 Key Takeaways:✅ How failing in real estate...2025-02-1128 minThe Richer GeekWater is the New Gold: Decentralized Water's Future & InvestmentWater is becoming one of the most valuable resources of our time, yet the industry remains outdated, centralized, and struggling to meet growing global demands. In this episode of The Richer Geek Podcast, we are joined by Riggs Eckelberry, a nationally-renowned entrepreneur and the founding CEO of OriginClear, who is on a mission to transform the water industry through decentralized solutions and innovative investment opportunities. With a background spanning technology, nonprofit leadership, and oceangoing navigation, Riggs brings a unique perspective to fixing a broken system. He’s pioneering modular, plug-and-play water treatment systems, creating new ways for bu...2025-02-0522 minThe Richer GeekBuilding a Legacy: Balancing Business, Family, and Personal GrowthWelcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Moshe Popack, a visionary third-generation entrepreneur and the owner and president of YMP Real Estate Management LLC. With a diverse real estate portfolio spanning six states, Moshe is passionate about community well-being, long-term wealth creation, and fostering connections. Beyond business, he shares his remarkable journey as a father of 11, offering insights into how he navigates entrepreneurship while maintaining a strong family foundation. We also explore his contrarian investment strategies, his take on today’s real estate market, and the mindset shifts that have...2025-01-2924 min
REIA Radio#181: From Navy Pilot to Real Estate Pro – A Journey of Delegation and Scaling with Mike StohlerIn this episode of REIA Radio, we’re joined by Mike Stohler, a former Navy officer, commercial pilot, and now a thriving real estate investor. Mike opens up about his transformation from juggling countless tasks to building a systemized and scalable real estate business.We explore why getting “unstuck” often means wearing fewer hats, trusting a team, and making bold moves like raising capital and leveraging productivity tools. Mike shares valuable lessons from his life and career, including how his experiences in the Navy and the cockpit shaped his approach to real estate investing.From...2025-01-291h 34The Richer GeekBuild Wealth and Grow Your Business with Expert CPA TipsWelcome back to The Richer Geek Podcast! Today’s guest is Chase Insogna, founder of Insogna CPA, a highly successful CPA and investment advisory firm based in Austin, Texas. Chase specializes in helping business owners not only manage their finances but also strategically grow their wealth while building their businesses. In this episode, we're discussing... Why finding a CPA who doubles as a business advisor can transform your financial strategy The importance of proactive communication and collaboration with your CPA What to expect during the client onboarding process with a CPA...2025-01-2224 minThe Richer GeekLessons in Probate, Wealth Transfer, and Avoiding Family FeudsWelcome back to another episode of The Richer Geek Podcast! Today, Mike is joined by Paul Deloughery, a seasoned attorney with 25 years of experience in probate and trust law. Paul is the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer and Probate Made Simple. Paul’s journey into the realm of probate law is deeply personal. After facing the challenges of managing an unexpected inheritance without proper guidance, he recognized the profound need for expert legal support during critical times. This experience inspired him to create Probate Made Simple and shaped his philosophy of off...2025-01-1518 minThe Richer GeekFrom Special Ops to CEO: Data & AI for BusinessJoin us for another exciting episode of The Richer Geek Podcast as we dive into the transformative world of data and technology with Collin Graves, CEO of North Labs, a leading fractional cloud data analytics firm that has helped over 1,000 organizations unlock their potential through data-driven strategies. If you're curious about leveraging cloud strategies, unlocking AI's potential, or optimizing your data for success, this conversation is packed with valuable insights you won’t want to miss! In this episode, we’re discussing… Collin Graves’ inspiring journey from the Air Force to founding North Labs.2025-01-0832 minThe Richer GeekFrom Idea to Impact: Securing Your Startup's FutureHappy New Year, and welcome back to The Richer Geek Podcast! In this episode, Daniel Barnard, host of CapitalFit and experienced investor, shares tips on raising capital, building networks, and growing your business. With 27 years in the industry, Daniel offers practical advice for entrepreneurs on securing funding and attracting the right partners. Join us as we dive into Daniel’s expertise, his work with startups like MedWatch, and his passion for creating impactful ventures. In this episode, we're discussing... The Role of a Connector: Learn how Daniel bridges the gap between founders and investors to fue...2025-01-0127 minThe Richer GeekExit Strategy: Freedom for Business OwnersMerry Christmas and welcome back to another episode of The Richer Geek Podcast! Today, we have a special guest, Joseph LoPresti, a seasoned founder of Arlington Wealth Management with over 39 years of experience in the financial services industry. Joseph is passionate about helping business owners achieve financial security and prosperity. In this episode, Joseph shares his insights on the unique challenges business owners face when it comes to financial planning. He discusses the importance of having a personal CFO, creating a proactive planning team, and leveraging virtual family offices for expert advice. Joseph also talks about his co-authored book, "...2024-12-2523 minThe Richer GeekFrom Rap Star to Wall Street: How to Invest Like a ProWelcome back to another episode of The Richer Geek Podcast! Today, we have a very exciting guest, Kevin Davis. Kevin's journey began as a recording artist signed with Warner Brothers Records, but his passion for finance led him to Wall Street, where he gained experience as a stockbroker. Seeing a need for accessible investment education, he created Investment Dojo, a gamified stock simulator app that helps people of all ages build confidence in investing. In this episode, Kevin shares his inspiring story, discusses the importance of understanding your investments, and explains how Investment Dojo is empowering families to learn...2024-12-1828 minThe Richer GeekUnlock Financial Freedom Through FranchisingWelcome back to another episode of The Richer Geek Podcast! Today, we're joined by Greg Mohr, author of "Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used for Building Wealth." Greg dives deep into the world of franchising, exploring its different forms, investment levels, and how it can be a path to financial freedom. In this episode, we're discussing: Diverse Franchise Models: Franchising is not confined to traditional brick-and-mortar brands like McDonald’s or Taco Bell. It spans essential services (e.g., HVAC, plumbing, senior care), boutique fitness centers, and...2024-12-1129 minThe Richer GeekIs Gold Still The Ultimate Safe Haven in 2024Welcome back to another episode of The Richer Geek Podcast! We hope you had a wonderful Thanksgiving last week filled with gratitude, good food, and great company. As we dive into December, we're bringing you an exciting discussion about the power of gold in today’s economy. Today, we’re joined by Dean Heskin, President and CEO of Swiss America Trading Corporation, to explore why gold remains a top safe haven investment. With nearly three decades of expertise, Dean shares his insights on why gold is expected to experience significant gains in the coming years, despite financial inst...2024-12-0425 minThe Richer GeekCo-Living: A New Era of Rental IncomeWelcome back to another episode of The Richer Geek Podcast! Today, we’re diving deep into the transformative world of co-living with Grant Shipman, a leading authority in this booming real estate niche. As the founder of Livingsmith, Grant has achieved an extraordinary 97% lifetime occupancy rate and an average tenant stay of 25.2 months. He shares how a chance discovery and lessons from intentional living communities catapulted him from delivering pizzas to achieving financial freedom in just 15 months. Discover what co-living truly means, why it’s not just "renting by the room," and how this model combines the best...2024-11-2726 minThe Richer GeekUnleashing Creativity and Hidden PotentialOn today’s episode of The Richer Geek Podcast, we have the extraordinary David Drebin, a multidisciplinary artist working in various art forms, producing limited edition works including Photographs, Lightboxes, Neon Light Installations, Diamond Dust works and more. David shares his unique approach to empowering individuals to uncover their hidden potential. From his early days as a photographer to his current mission of inspiring others, he offers valuable insights into creativity, self-discovery, and the transformative power of human connection. In this episode, we're discussing... The Power of Self-Understanding: David emphasizes the importance of kn...2024-11-2019 minThe Richer GeekStartup Secrets: A VC Insider's Guide to Funding and GrowthWelcome back to another episode of The Richer Geek Podcast. Today, we talked to Kevin White, co-founder of Exbo Group, a firm specializing in finance operations, strategy support, and M&A diligence for growth-stage companies. Kevin shares valuable insights on fundraising strategies, financial operations, and M&A diligence. In this episode, we’re discussing... The Changing VC Landscape: Learn how the VC landscape has shifted post-pandemic, with a focus on profitability and cash efficiency. The Role of the Modern CFO: Discover the essential qualities of a modern CFO and how Exbo Group helps co...2024-11-1327 minThe Richer GeekThe Psychology of Wealth: Emotional vs. Rational InvestingWelcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Jonathan Blau, founder and CEO of Fusion Family Wealth, a Long Island-based, fee-only registered investment advisory firm. Jonathan shares his expertise on behavioral finance and the techniques he uses to help clients make rational, well-informed financial decisions—even under stressful market conditions. Jonathan breaks down the psychology behind wealth management, explaining why many investors struggle with emotional decisions and how he guides his clients to avoid common pitfalls. He shares powerful insights on the difference between currency and money, a fundamental concept that...2024-11-0637 minThe Richer GeekIs E-Commerce The New Real Estate?Welcome back to another episode of The Richer Geek Podcast! Today, we are joined by Will Basta, an entrepreneur and co-founder of ACV Partners. He shares his background, insights into building e-commerce brands, and the secrets behind sustainable investment models. Discover how ACV Partners supports clients in creating profitable, multi-channel e-commerce businesses and the cutting-edge strategies that make them successful in today’s competitive digital marketplace. In this episode, we're discussing... Is E-commerce really the new real estate? We'll explore the potential for building a passive income stream through online businesses. The Genesis of...2024-10-3026 minThe Richer GeekRevolutionizing Finance for Growth-Stage CompaniesWelcome back to The Richer Geek Podcast! In today's episode, we are joined by Eric Fiegoli, co-founder of Exbo Group. Since 2017, Exbo has supported over 50 growth-stage companies across industries like software, education, and healthcare. Eric shares his journey from being a senior product manager at Amazon to helping startups scale by offering financial, operational, and strategic expertise. Tune in to learn when to hire a CFO, the benefits of fractional CFOs, and how Exbo guides startups through fundraising and financial planning. In this episode, we’re discussing… Eric’s career shift from Amazon to co-founding Exbo G...2024-10-2330 minThe Richer GeekM&A for FinTechs: The Role of a Fractional CFOWelcome back to The Richer Geek Podcast! In today’s episode, we’re joined by Nicholas Spezio, M&A advisor at Exbo Group, to explore the world of mergers and acquisitions (M&A) for FinTech businesses. Whether you're a founder considering selling your startup or curious about the current M&A landscape, this episode is full of valuable insights you won’t want to miss. Why You Should Listen: Are you wondering if now is the right time to sell your FinTech startup? Confused about how the current M&A environment is affecting valuat...2024-10-1623 minThe Richer GeekProfit from Beauty: A Recession-Proof FranchiseWelcome back to another episode of The Richer Geek Podcast! Today, we dive into the world of salon suite franchises with beauty industry expert Karen Kaminski, founder of Allure Salon Suite Consulting. Karen shares her unique journey from starting in the beauty business to launching and scaling private salon suite facilities across the USA. Whether you're an investor or a beauty professional, Karen offers insights on how the salon suite model provides a profitable, semi-absentee income opportunity. Listen in as she discusses key business strategies, site selection tips, and the booming demand for salon suites in the post-pandemic era.2024-10-0925 minThe Richer GeekNavigating Self-Storage Investment in a Changing MarketWe welcome back Jacob Vanderslice, Principal of VanWest Partners, a Denver-based real estate firm managing over $195 million in assets. Jacob discusses the challenges of today’s real estate market, from rising interest rates to shifting investor sentiment. He shares strategies for managing risk, the effects of market fluctuations on self-storage investments, and how VanWest uses conservative underwriting to stay resilient. Tune in for his insights on the state of real estate, the bid-ask spread, and the importance of conservative leverage in today's economy. In this episode, we're discussing... Challenges in the Market: Jacob discusses the di...2024-10-0221 minThe Richer GeekAlternative Investing: A Macro-Driven ApproachWelcome back to another episode of The Richer Geek Podcast. Today, we have Ben Fraser, CIO of Aspen Funds, discussing their unique approach to investing. Aspen Funds focuses on "Macro-Driven Alternative Investments," leveraging macro trends to identify opportunities across various asset classes. In this episode, we're discussing... Aspen Funds leverages macro trends: They analyze the big picture to identify long-term tailwinds and invest in asset classes positioned to benefit. Investment diversification: They invest in a variety of asset classes including real estate debt, private credit, industrial development, and oil & gas. Oil...2024-09-2526 minThe Richer GeekMoney Narratives and Financial PlanningDo you feel like your money narrative is holding you back? In this episode of The Richer Geek Podcast, Amy Cook, financial advisor and founder at Maven Lane Financial Group, shares insights on how your money narrative can impact your financial decisions. She discusses how to build lasting legacies through effective financial planning strategies, overcome your money narrative, find the right financial advisor, and start planning for your future. You'll also learn tips for talking to aging parents about their finances and how to create a plan for your children's education. Whether you're just starting out or looking to...2024-09-1826 minThe Richer GeekExploring Tax Receivable Agreements: The Hidden IPO CatalystWelcome back to another episode of The Richer Geek Podcast! In today's episode, Andy Lee, the Founder and Chief Investment Officer of Parallaxes Capital, joins us to discuss his journey into capital investment and the founding of Parallaxes Capital, the only asset manager dedicated solely to Tax Receivable Agreements (TRAs). They explore the emerging world of TRAs, a unique asset class gaining popularity in major IPOs like GoDaddy and Shake Shack. Andy explains what TRAs are, how they function, and why they're becoming an essential tool for companies going public. He also addresses some common misconceptions about TRAs and...2024-09-1123 minThe Richer GeekWealth Through Distressed Notes: Smart Real Estate StrategiesWe hope you’ve enjoyed the long weekend! Welcome back to another episode of The Richer Geek Podcast. Today, we’re diving into the world of distressed notes with Chris Seveney, CEO and co-founder of 7e Investments. Discover how to generate passive income and potentially help homeowners facing difficulties by investing in distressed mortgages. Learn about the benefits of this alternative real estate strategy and how to get started with a minimum investment of $5,000. In this episode, we're discussing... Chris Seveney’s Background: From civil engineering to real estate and finally into note investing, Chris’s path w...2024-09-0426 minThe Richer GeekPreferred Equity: Your Path to Real Estate WealthChasing knowledge, not money, is the guiding principle discussed in this episode of The Richer Geek Podcast. Joining us today is Darin Davis, co-founder of Club Capital, to discuss the critical role of preferred equity in today's real estate market. With over 20 years of experience, Darin shares his journey from traditional employment to becoming a successful real estate investor. Tune in to learn how Darin utilizes preferred equity to support developers and secure safe, profitable investments, ensuring sustainable growth even during volatile market conditions In this episode, we're discussing... Mindset Shift: Darin Davis emphasizes the...2024-08-2830 minThe Richer GeekUnlock Your Retirement Wealth with Self-Directed AccountsAre you frustrated with traditional IRAs and 401(k)s limiting your investment options? Do you wish you could use your retirement savings to invest in real estate, gold, or even Bitcoin? If so, this episode is for you! Today on The Richer Geek Podcast, we sit down with Parker Pursell, President and CEO of eQRP, to explore his journey from a family-owned fertilizer business to leading a financial company that empowers investors to take control of their retirement funds. Learn how Parker transitioned from agriculture to finance and discover the innovative ways eQRP helps investors unlock the...2024-08-2123 minThe Richer GeekBuild Your Property Empire: A Holistic Wealth StrategyWelcome back to another episode of The Richer Geek Podcast. Dave Wolcott, founder of Pantheon Investments, returns to share insights on new investment opportunities, including private credit. Learn about alternative investments, tax optimization, and real estate strategies to grow your wealth. Don't miss this episode for expert advice and actionable strategies to achieve your financial goals. In this episode, we're discussing... Portfolio Allocation is Key: Focus on a few key sectors and diversify within those sectors to reduce risk. Alternative Investment Strategies: Explore alternative asset classes like private credit, which offer h...2024-08-1429 minThe Richer GeekThe Ephemeral Economy: Navigating Global FinanceWelcome back to another episode of The Richer Geek Podcast! Today, we're switching things up a bit. While we usually focus on investments, this time we're diving into finance. Our guest is Emmanuel Daniel, an author, entrepreneur, and corporate strategist. As a global thought leader on the future of finance and its impact on business and society, Emmanuel is a member of the Forbes Business Council and was listed as a top 10 global influencer in the "FinTech Power50" in both 2021 and 2022. He is also the founder of the research publication and consulting house, TAB Global. In this...2024-08-0728 minThe Richer GeekFrom Accidental Landlord to Real Estate EmpireWelcome back to The Richer Geek Podcast! Today, we're joined by Whitney Elkins-Hutten, a real estate expert dedicated to helping busy professionals build wealth. Whitney's journey started in 2002 and has since grown into a career filled with impressive achievements. She is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, and author of "Money for Tomorrow: How to Build and Protect Generational Wealth." Whitney is also a partner in over $800MM in real estate, including 6500+ residential units, 15 car washes, and 2200+ self-storage units across 11 states. In this episode, we're discussing... From Humble Beginnings...2024-07-3122 minThe Richer GeekOutsourcing IT: 5X Your RevenueWelcome back to another episode of The Richer Geek Podcast! Today, we're chatting with Shane Mishler, COO of SD Tech, reveals how outsourcing IT quadrupled his revenue in just 5 years. Learn how to supercharge your business, boost efficiency, and unlock massive growth. Plus, get insider tips on building a thriving tech business, delivering top-notch customer service, and expanding your MSP reach. In this episode, we’re discussing… Outsourcing IT Can Quadruple Revenue: Shane Mishler, COO of SD Tech, shares his experience of how outsourcing their IT team led to a 4x increase in revenue within 5 year...2024-07-2424 minThe Richer GeekBeat the Market with AI: Faster Investment ResearchEver wish you could predict market movements? Today on The Richer Geek Podcast, we explore how AI can spot hidden signals in the market. Andrew Einhorn, Chief Executive Officer and co-founder of LevelFields, joins us to reveal how AI can identify events that impact stock prices. Learn how to leverage AI for smarter investing! In this episode, we're discussing... Introduction to LevelFields: Learn about Andrew Einhorn's journey from an epidemiologist to the CEO and co-founder of LevelFields, an AI-driven FinTech application designed to streamline investment research. AI in Investment Research: Discover how LevelFields...2024-07-1727 minThe Richer GeekFrom Paychecks to Playchecks: Building Multi-Generational WealthWelcome to another episode of The Richer Geek Podcast. Today, we are joined by Mark Murphy, CEO of Northeast Private Client Group and a renowned expert in financial planning and wealth management. He explains the importance of building multiple income streams and designing a life with intention. Discover the principles of cash confidence, the significance of investing in your money-making endeavors, and the importance of creating both paychecks and playchecks. Learn how an entrepreneurial mindset and strategic collaboration can transform your financial future. Plus, explore Mark's book, 'The Ultimate Investment,' and uncover the secrets to achieving financial freedom.2024-07-1030 minThe Richer GeekAvoid Critical Early Business MistakesWelcome back to another episode of The Richer Geek Podcast! Today, we have Byron Wolfe, founder of CFOAF, sharing unparalleled tax benefits and insider tips to help you master business financial principles. With Byron's expertise in hospitality real estate and real estate investment, you'll discover strategies to maximize your average return on investment and position your business for long-term success. In this episode, we're discussing: Understand common early business mistakes and how to avoid them Leverage unmatched tax benefits to save your business money Optimize your cash flow for better financial...2024-07-0341 minThe Richer GeekThe Truth About Franchises: Risks, Rewards & Finding the Right FitWelcome back to another episode of The Richer Geek Podcast! Today, we have Kim Daly, one of America’s top franchise consultants, host of Kim Daly TV on YouTube, author, speaker, thought leader, and franchising expert.Kim shares insights on how to break free from the corporate grind, the benefits of franchising, and how to find the right franchise. If you're stuck in your nine-to-five and dreaming of owning a franchise, this episode is for you. In this episode, we're discussing... Franchise vs. Entrepreneurship: Understanding the benefits of franchising, including systems, processes, and support that red...2024-06-2633 minThe Richer GeekStock Trading Mastery: Insights & StrategiesWelcome back to another episode of The Richer Geek Podcast. Joining us today is Anmol Singh, whose journey began at Brunel University in London, where he started his path to success. By the age of 22, he had already amassed a significant fortune. Anmol is a renowned consultant in the Trading and Investing Industry, having achieved great success through his firm, LiveTraders, established in 2015. Under his leadership, LiveTraders has earned the #1 spot in Trading Education for three consecutive years. With a rich history of leadership and appearances in Forbes and the International Business Times, Anmol continues to educate and inspire...2024-06-1932 minThe Richer GeekBuilding Wealth Through Fixed Income FundsWelcome to another episode of the Richer Geek Podcast! Today, we're joined by Nic DeAngelo, President of Saint Investment Group. Nic is a wealth of experience in real estate investing, having managed a portfolio exceeding $206 million. His insights into fixed income funds and triple net leases are invaluable for investors seeking stable and flexible investment options. Nic also shares strategies for navigating economic uncertainty and leveraging AI in investment decisions. This cutting-edge knowledge will help you enhance your investment portfolio. In this episode, we're discussing... Institutional-Grade Real Estate Insights: Nic shares h...2024-06-1224 minThe Richer GeekSmart Crypto StrategiesWelcome to another episode of The Richer Geek Podcast! Today, we are thrilled to have Peter Curk, CEO of ICONOMI, a leading digital asset portfolio management platform. Peter shares his journey from marketing to leading ICONOMI. Tune in as we explore navigating the volatile world of cryptocurrencies, assessing your digital investments' health, and adopting strategies for long-term growth without getting lost in the hype. In this episode, we’re discussing… Introduction to ICONOMI: ICONOMI is a secure, FCA-registered digital asset portfolio management platform. Crypto Investment Strategies: Importance of choosing regulated and compliant platforms. The need for liqui...2024-06-0525 minThe Richer GeekBlockchain, Law & MoneyConfused by the crypto craze? Wondering about the legality of Bitcoin and other digital currencies? In this episode of The Richer Geek Podcast, we sit down with Dr. Tonya Evans, a law professor and expert on intellectual property. She offers insights for curious investors interested in getting started with crypto safely and provides valuable resources for further education. Dr. Evans also discusses her book, "Digital Money Demystified," which aims to separate fact from fiction in the world of crypto and empower investors to make informed decisions. In this episode, we discuss... Understanding the...2024-05-2931 minThe Richer GeekIndex Funds: The Smarter Way to InvestWelcome to another episode of the Richer Geek Podcast! Join us as Mark Hebner, founder and CEO of Index Fund Advisors, Inc. (IFA), presents a comprehensive 12-step guide to mastering index fund investing. Explore the benefits of passive investing, pitfalls of active trading, and the significance of diversification and risk management. Gain insights on aligning your portfolio with long-term financial goals using Nobel Prize-winning research and practical advice to optimize your investment strategy. Ideal for individuals seeking to shift from speculation to education in their investment journey. In this episode, we’re discussing… Understanding Index Fund...2024-05-2228 minThe Richer GeekNew R&D Tax Law: Impact on Software StartupsWelcome back to another episode of The Richer Geek Podcast! Today, we are joined by Paul Bianco, founder and CEO of Graphite, to discuss a recent change in tax regulations that could significantly impact software companies, especially those with a large engineering team. We'll explore the details of the new law, its potential consequences, and some potential strategies to mitigate the tax burden. We also explore the broader challenges faced by entrepreneurs in today's economic climate. Paul Bianco, formerly a Director at ff Venture Capital, brings his expertise to shed light on how this new regulation might impact your s...2024-05-1533 min
The Gould Mine: Find your Fortune through Real Estate InvestingMike Stohler (pt. 2): Why he DITCHED Multifamily for Hotel InvestingIn this episode, Mike Stohler shares his strategic investment shift and why he ditched multifamily properties for the dynamic world of hotel ownership. Discover how education, a leap out of his comfort zone, and a keen eye on hospitality trends are reshaping his investment approach, promising high returns and diverse revenue streams from international ventures to high end Branded Hotels in Tier 1 US markets. Learn how Mike navigates the complexities of international syndication and hotel management, transforming challenges into lucrative opportunities. Welcome Mike, to The Gould Mine...Follow Mike Stohler:Linkedin: https://bit.ly/47oa0cv2024-05-091h 07The Richer Geek2024 Capital Gains Tax Savings: Leverage Deferred Sales TrustsWelcome back to The Richer Geek Podcast! Today, we have a fan favorite returning: Brett Swarts, Founder of Capital Gains Tax Solutions, an exclusive Deferred Sales Trust Trustee, and host of the Capital Gains Tax Solutions podcast. In this episode, Brett shares insights into common strategies for handling taxes with real estate transactions, demystifies the workings of a deferred sales trust, and discusses who it’s a good fit for and who it’s not. Plus, learn about Brett's best-selling book "Building A Capital Gains Tax Exit Plan," which topped the charts on Amazon in the Real Estate Wealth cate...2024-05-0835 minThe Richer GeekSoftware Engineer to CEO: Acquire a SaaS, Be Your Own BossWelcome back to The Richard Geek Podcast. Today, I sit down with Michael Frew, a software engineer who pivoted his career to acquiring online SaaS companies. Frew discusses his journey from corporate burnout to becoming a successful entrepreneur who now enjoys the freedom of running his own portfolio of businesses. In this episode, we're discussing... Frew's transition from traditional software engineer to online business owner through acquisitions. The benefits of acquiring established businesses compared to starting from scratch. How to identify and target suitable businesses for acquisition. D...2024-05-0127 minThe Richer GeekMultifamily & Self Storage SuccessWelcome back to The Richer Geek Podcast! Today we're joined by Taylor Loht, a real estate investor and host of the "Passive Wealth Strategy" podcast. Taylor specializes in multifamily and self-storage properties across markets like Dallas, Houston, and Atlanta. Through syndication, he raises capital for strategic property acquisitions, emphasizing value-add strategies to boost net operating income and property value. In this episode, we’re discussing… Taylor's Background Graduated from college and initially moved into stock market investing, inspired by "The Intelligent Investor" by Benjamin Graham. Shifted focus to real estat...2024-04-2429 minThe Richer GeekUrban Multifamily Real Estate StrategiesWelcome back to another episode of The Richer Geek Podcast. Today we have Drew Breneman. He launched his first business at 14 and a successful internet venture in high school. By 19, he bought his first rental properties with online earnings, earning him a spot on HGTV as an emerging real estate star. He earned a BBA in Real Estate & Urban Land Economics from the University of Wisconsin-Madison. Founder of Breneman Capital, co-founder of The Blackhawk Investment Group, LLC, and creator of Dwelle, Drew's diverse real estate experience spans from working with national development firms. As host of the...2024-04-1723 minThe Richer GeekUnlocking EVs for EveryoneWelcome back to another episode of The Richer Geek Podcast! Calling all electric vehicle owners! Are you tired of range anxiety and limited charging options, especially if you live in an apartment? Well, fret no more! Today, we have a game-changer for you. Joining us is Aaron Lieberman, CEO of Buzze, a revolutionary app that's building a community-powered EV charging network! Buzze is like Airbnb, but for EV charging! In this episode, we'll discuss how Buzze can: Solve your charging woes: Find convenient stations near you, anytime. Open EV o...2024-04-1022 minThe Richer GeekLand VenturesWelcome back to another episode of The Richer Geek Podcast. I'm happy to introduce Dan Haberkost, CEO of Front Range Land, who started his real estate investing journey at the age of 16. Dan has managed to build an impressive real estate business & portfolio that allows him the freedom to live & work where he wants well within his 20s. In this episode we're discussing... How Dan got started in real estate (managing rentals at 16!) Why "low and no money down" strategies may not be realistic The different niches within land investing (including Da...2024-04-0315 minThe Richer GeekCapital Raising InsightsWhat makes Yotis Tonnelier's journey into capital raising truly exceptional? How has his unique blend of Belgian heritage and American culture shaped his approach? This week on The Richer Geek Podcast, explore the insights of Yotis Tonnelier, founder and CEO of YOBE. From managing investments for HRH Prince Al Saud of Saudi Arabia to launching a consultancy dedicated to trust and transparency, Yotis has been a driving force in redefining industry benchmarks. Join us as he shares expertise on navigating the capital raising landscape, fostering success for founders, and maintaining ethical standards in an often challenging industry. 2024-03-2720 minThe Richer GeekEscape the Grind: Building Passive IncomeWelcome back to another episode of the Richer Geek podcast. Today, we have Spencer Hilligoss, CEO of Madison Investing - a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission — to help busy, successful professionals invest passively, secure their most valuable asset of all time. In this episode we're discussing... His background: Spencer's transition from tech to real estate was fueled by a quest for autonomy. Importance of passive investment: Strategic planning crucial for attaining financial independence. Building wealth and freedom: Investing in...2024-03-2023 minThe Richer GeekUnreal EstateWelcome back to another episode of the Richer Geek podcast today. We have Kyle Stoner, he's an experienced entrepreneur with a proven background in building and leading high-performing cross-functional teams. In 2018 he launched Adobe Technologies, IT Technologies DBA, and unrealestate.com. That's what we're going to focus on. It's an end-to-end online real estate marketplace. In this episode, we’re discussing… [1:21] Kyle's Background and Journey Kyle shares his background as an automotive engineer, Wall Street experience, and transition to entrepreneurship. Co-founded three companies, including Pangea Money Transfer and Alpha Lead....2024-03-1325 minThe Richer GeekHotel Franchise: Changing Brands Welcome back to another episode of The Richer Geek. It's been a while since I've talked to hotels, so I thought I would bring the lovely Nichole on to ask me some questions about changing franchises. That's been a very popular conversation piece on why you would switch it what are the headaches? And what does it take to do it in some of the questions that influenced me to choose a different franchise? In this episode, we’re discussing… · [1:28 – 3:45] Introduction and Motivation for a Hotel Franchise Change Mike bought a...2023-12-2724 minThe Gould Mine: Find your Fortune through Real Estate InvestingMike Stohler: Veteran Scales from Single Family Homes to Global Hotel PortfolioEmbark on a journey through the dynamic world of real estate with Mike Stohler, featured in the latest episode of "The Gould Mine." Mike’s diverse portfolio, transitioning from single-family to multifamily and now international hotel investing, serves as a roadmap for aspiring investors.Mike shares his experience of maximizing profits during the recession by strategically increasing his investment in cash. He also highlights the superior annualized returns hotels offer, outperforming other commercial real estate classes like office spaces, multifamily units, and retail. Tune in for an in-depth look at successful real estate investing strategies and the en...2023-11-161h 02