Shows
The Richer GeekHow to Build Wealth Through Non-Food FranchisingWelcome back to another episode of The Richer Geek Podcast. Today we are joined by Jon Ostenson, one of the top 1% Franchise Consultants in the U.S., respected author, investor, and leading voice in the world of non-food franchising. Jon breaks down how everyday professionals, corporate leaders, and real estate investors can use franchising to build wealth, diversify income, and create long-term stability even without quitting their day job. In this episode, we chat about… Jon's career path from corporate leadership to franchise president and top franchise consultant Why non-food franchising of...
2025-11-1929 minThe Richer GeekBitcoin Meets AI: What's Next?Welcome back to another episode of The Richer Geek Podcast! This week, as we honor Veterans Day, today's guest brings both service and purpose to the mic. Joshua Brooks, founder of Exponential Advisors and an Army Reserve Chaplain, combines military discipline, faith, and forward-thinking tech to help families and organizations build real financial freedom. Joshua shares how he's blending AI, blockchain, and Bitcoin into modern financial planning, why he believes everyone should take a second look at Bitcoin, and how faith and integrity shape his work. From overcoming PTSD to leading with purpose and even...
2025-11-1218 minThe Richer GeekHow the Ultra-Wealthy Invest in 2025Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Richard Wilson, CEO of Family Office Club, the largest investor community for ultra-wealthy families with over 7,500+ members and 16+ in-person events every year. Richard has spent 18 years studying how the richest entrepreneurs protect and grow wealth, building a global social network of 17M+ followers and interviewing billionaires to decode what truly moves the needle. In this episode, we chat about… What the ultra-wealthy are actually investing in right now Why investors are moving away from "spray and pray" diversification...
2025-11-0527 minThe Richer GeekBuying Castles in Spain: The Smart Way to Invest in Boutique HotelsWelcome back to another episode of The Richer Geek Podcast! Today, Mike and Nichole break down how U.S. investors can tap into Spain's booming tourism market, including opportunities to buy historic boutique hotels and castles at surprisingly accessible prices. If you've ever dreamed of owning a cash-flowing property you can also vacation in… this one's for you. In this episode, we chat about… Why Spain beats the U.S. in current hotel economics The hidden world of affordable castles and estates The challenges of buying overseas (and how to sol...
2025-10-2921 minThe Richer GeekWhy Mobile Home Parks Are the Smartest Real Estate PlayWelcome back to another episode of The Richer Geek Podcast. Today we are joined by Brad Johnson, Co-founder and Chief Investment Officer of Vintage Capital. Brad shares how mobile home park investing is quietly outperforming traditional real estate. He breaks down why this niche is attracting serious investors, the powerful tax advantages that come with it, and how it helps solve America's growing affordable housing problem all while delivering steady, long-term returns. In this episode, we chat about… Brad's journey from small rental properties to managing $3B+ in real estate deals Why mobile ho...
2025-10-2226 minThe Richer GeekThe Quiet Fortune in TimberlandCan trees really grow your wealth? In this episode, Mike talks with John Brenard, Founder and Managing Director of Southview Timberland Investments, about how timberland and farmland offer strong returns, steady cash flow, and natural inflation protection. John explains why this overlooked asset class is gaining traction with investors who want something real, stable, and sustainable. In this episode, we chat about… From Wealth Management to Timberland: How John turned a family land purchase into a thriving investment strategy. Why Timberland Works: A proven inflation hedge that's uncorrelated to the stock market.
2025-10-1529 minThe Richer GeekThe Hotel We Almost Skipped — That Tripled Our MoneyIn this week's episode of The Richer Geek Podcast, Mike and Nichole sit down for a quick but insightful chat about their first hotel investment, a deal they almost passed on. They share how a mismanaged Arizona property turned into a 3X return and what it taught them about timing, partnerships, and spotting value where others don't look. In this episode, we chat about… How Mike transitioned from multifamily to hotels Meeting Vic and forming a strong investment partnership Finding opportunity in a mismanaged Arizona hotel Why location and lo...
2025-10-0815 minThe Richer GeekPreserving Legacies Through StorytellingWhat if your family's greatest stories could live on like a Netflix documentary? In this episode of The Richer Geek, today we are joined by filmmaker and storyteller Chance McClain, founder of Heritage Films. With over 800 documentaries produced, Chance has made it his mission to capture family histories, founders' journeys, and life legacies in cinematic style. From Army veteran to Broadway musicals to award-nominated filmmaking, Chance shares how storytelling preserves values across generations and why every story, big or small, matters. In this episode, we chat about… How Chance transitioned from Army service and radio to...
2025-10-0127 minThe Richer GeekSmart Tax & Exit Strategies Every Entrepreneur NeedsWelcome back to another episode of The Richer Geek Podcast! Today our guest is David Flores Wilson, founder of Sincerus Advisory and named an Investopedia Top 100 Financial Advisor. He helps entrepreneurs, tech professionals, and business owners maximize wealth, optimize equity compensation, and exit businesses the smart way. In this episode, David breaks down tax-saving strategies, the power of donor-advised funds, how to use real estate for wealth building, and why exit planning should start on day one, not the day you're ready to sell. If you want to keep more of what you earn and create a lasting financial...
2025-09-2425 minThe Richer GeekRecession-Proof Wealth with Alternative InvestmentsPatrick Grimes, CEO of Passive Investing Mastery and internationally bestselling author, shares how accredited investors can diversify like the ultra-wealthy. In this episode, Patrick explains why litigation funding, rare earth metals, and other alternative investments can protect your wealth, create passive income, and thrive during any economic cycle. In this episode, we chat about… Patrick's shift from robotics engineering to building wealth through real estate and alternative assets Why litigation finance is a powerful, non-correlated investment strategy How accredited investors can access opportunities usually reserved for hedge funds and institutions
2025-09-1734 minThe Richer GeekWhy Curiosity Makes Better Leaders and BusinessesCuriosity can change the way we lead, work, and grow. In this episode of The Richer Geek, operations professional and entrepreneur Jon Bassford shares how curiosity shaped his career and why it's the key to building stronger teams, smarter businesses, and better results. In this episode, we chat about… How Jon went from law school to operations leadership. What it means to be a curious leader. The three shifts leaders need: mindset, operations, and culture. Google's study on psychological safety and why it matters. Stories from Steve Jo...
2025-09-1023 minThe Richer GeekReal Estate, Risk & Retiring EarlyWhat does it take to retire at 44 without winning the lottery or inheriting wealth? In this episode, we are joined by Tony Lopes, CEO of Dirty Boots Capital, real estate professional, best-selling author, coach, and speaker. Tony shares how his immigrant roots, engineering background, and calculated risks in real estate allowed him to achieve financial independence and how you can apply the same principles to your own journey. In this episode, we chat about… Tony's journey from mechanical engineer to full-time investor and entrepreneur The wake-up call that shifted his mindset after being la...
2025-09-0328 minThe Richer GeekTrusts & Legacy: Why South Dakota Leads in PlanningWhat if your wealth could be preserved for generations, without family conflict, excessive taxes, or probate headaches? In this episode of The Richer Geek, we're joined by Antony Joffe, Chairman of Sterling Trustees, to break down the world of trusts. From South Dakota's unique laws to protecting your family legacy, Antony shares insights every entrepreneur, professional, and future planner should know. In this episode, we chat about… Antony's career journey from CPA and investment banker to building Sterling Trustees with his father. Why family trustees often create conflict (and legal risk) and how corporate trustees solve th...
2025-08-2720 minThe Richer GeekHow AI is Transforming Business StrategyWelcome back to another episode of The Richer Geek. Today, Courtney Baker, CMO of Knownwell and host of AI Knowhow, talks about how AI is shaping business strategy and the future of work. From scaling client relationships to protecting creativity in an AI-driven world, Courtney shares how leaders can adopt AI in a way that elevates people, not replaces them. In this episode, we chat about… Courtney's career path from nonprofits to marketing leadership and AI innovation. Why AI in business strategy should focus on elevating humanity instead of replacing jobs. Ho...
2025-08-2028 minThe Richer GeekMental Resilience for Entrepreneurs: Lessons from Startup Highs and LowsWelcome back to another episode of The Richer Geek. Today's guest is Mohamed "Mo" Ahmed, a serial entrepreneur, product visionary, and author of Inside-Out Entrepreneurship. Mo has built and sold multiple companies in AI and cloud computing and now helps founders strengthen the mindset needed to survive and thrive. He shares hard-earned lessons from costly mistakes, near-failures, and unexpected wins, and why your mindset is your most valuable business asset. In this episode, we chat about… Mo's shift from working at Microsoft and AWS to becoming an entrepreneur Why most founders underestimate the mi...
2025-08-1323 minThe Richer GeekInvesting in Real Estate and Private Businesses for Financial FreedomIn this episode of The Richer Geek, we welcome back Bronson Hill, founder of Bronson Equity, who has now raised over $50 million for real estate investments and is a general partner in deals worth over $150 million. Bronson shares how he left a high-paying career in medical device sales to gain more control over his time through real estate investing. We talk about passive income, how investment strategies are shifting with the economy, and what true freedom really means beyond just money. In this episode, we chat about… Real Estate and Economic Shifts: Bronson di...
2025-08-0635 minThe Richer GeekHow to Exit Your Business Without Selling ItWhat if you didn't have to sell your business to step away from it? In this episode, Mike talks with The Real Jason Duncan, founder of The Exiter Club, about building companies that run without their owners. They dive into what it really takes to scale, create systems, and gain back time, without burning out. In this episode, we chat about… From Ministry to Millions: Jason Duncan shares how losing his teaching job led to building a multimillion-dollar business and a new definition of success. The Cost of Having No Exit Strategy: Most en...
2025-07-3030 minThe Richer GeekHow Smart Investors Build Wealth Outside the Stock MarketWelcome back to another episode of The Richer Geek Podcast! Today's guest is Dr. Amir Baluch, wealth strategist, private fund manager, and international best-selling author of Make It, Keep It. Dr. Baluch has helped professionals build lasting wealth through strategic passive investments, overseeing over $700M+ in projects through Baluch Capital. In this episode, we chat about… Dr. Amir Baluch's journey from aspiring doctor to semi-retired anesthesiologist and full-time wealth strategist, including early failures and lessons learned from losing his life savings in an electronic payments business and his father's bankruptcy. Why alternative investments ar...
2025-07-2324 minThe Richer GeekSelf-Directed IRA vs. Traditional IRA: What's Better for Alternative Investing?Are you looking to seize control of your retirement funds and explore alternative investment avenues beyond traditional stocks? In this episode, Adam Bergman, a nine-time author, former tax and ERISA attorney, and founder of IRA Financial, shares how self-directed IRAs can empower you to invest in assets like real estate, crypto, gold, private businesses, and more. Learn the essential tax rules and strategies to cultivate your retirement growth. In this episode, we chat about… Introduction to Self-Directed IRAs: Explained what a self-directed IRA is and how it differs from traditional IRAs managed by custodians like Fi...
2025-07-1626 minThe Richer GeekMaximizing Credit Card Points for Luxury TravelWelcome back to another episode of The Richer Geek Podcast! Our guest today is Spencer Howard, credit card royalty program and travel rewards expert and founder of Straight To The Points. Spencer shares his expertise on maximizing credit card points to unlock luxury travel experiences, from choosing the right cards to building a sustainable points strategy that won't damage your credit score. In this episode, we chat about… Spencer's Journey from Politics to Points Expert - How working at the US Travel Association sparked his obsession with travel rewards and led to building a full-time bu...
2025-07-0924 minThe Richer GeekRevolutionary Banking Strategy That Pays Off Debt 4X Faster with Bill WestromWelcome back to another episode of The Richer Geek Podcast! Today, we're exploring a revolutionary banking strategy that's completely changing how Americans save, invest, and conquer debt. Forget everything you thought you knew about traditional banking – it's time for a major financial upgrade. Our guest, Bill Westrom, co-founder and CEO of TruthInEquity.com, brings 30 years of invaluable banking and lending experience to the table. He's here to expose how the traditional financial system often fails families and, more importantly, how to fix it. Bill will explain his innovative "credit line banking" approach, a powerful method that has he...
2025-07-0226 minThe Richer GeekThe Evolution of Luxury Vacation Rentals with Stephen PetaskyWelcome back to The Richer Geek Podcast! Today's guest is Stephen Petasky, CEO and Founder of The Luxus Group. For the past 17 years, Steve and his team have helped deliver over 20,000 luxury vacations across North and Central America, the Caribbean, and Tuscany. Steve shares how The Luxus Group creates a high-end, consistent travel experience and works with global luxury brands to deliver real value.Whether you're a real estate investor, a vacation rental owner, or just love traveling in style, this episode gives you real insights into the future of luxury travel and hospitality. In...
2025-06-2527 minThe Richer GeekFrom Oil Fields to Financial Freedom Through Real EstateLooking to turn your career experience into real estate success? In this episode of The Richer Geek Podcast, Casey Gregersen shares how he went from working in the oil fields to building wealth through real estate. How did Casey make the leap from a corporate job to owning fitness studios and launching Bighorn Capital Fund? You'll learn why he chose Wyoming as his market, how his engineering background gives him an edge, and how passive investing can help you reach financial freedom. Curious how you can get started too? Tune in and find out! In this episode...
2025-06-1819 minThe Richer GeekBeyond the W-2: How to Achieve Real Estate Lifestyle FreedomWelcome to another episode of The Richer Geek Podcast! It's June already, can you believe we're almost halfway through the year? If you're feeling that mid-year slump, perhaps even dreaming of building a life you don't need a vacation from, then get ready to be inspired and gain ideas from this conversation. We're joined by Jeremy Beland, a real estate investor and co-founder of REI Freedom. At 40, Jeremy boldly sold his townhouse, downsized, and used the equity to begin his wholesaling journey, ultimately achieving 450+ off-market acquisitions and $10 million in gross profits. Now, managing multi-million dollar businesses (NH...
2025-06-0423 minThe Richer GeekRethinking Wealth When Kids Aren't in the PlanWelcome back to The Richer Geek Podcast! Today, we're switching things up with a powerful conversation on redefining wealth and lifestyle. Our guest is Bri Conn, Chief Experience Officer at Childfree Wealth®, a life and financial planning firm dedicated to helping childfree and permanently childless people design a life they love. Bri shares her journey into this unique space, the principles behind their approach, and how the FILE (Financial Independence, Live Early) philosophy encourages living fully, now, not just in retirement. It's time to rethink what financial freedom really means. In this episode, we're discussing… Why...
2025-05-2823 minThe Richer GeekFrom Duplexes to Millions: Building a Multifamily EmpireWant to learn how to make big money in real estate? Join us as Christian Osgood shares his simple steps to buying over 300 rental properties in just three years. Find out how he retired his wife and built his dream home. Get easy tips on seller financing, fixing tough properties, and what mistakes to avoid. Tune in for clear, actionable advice on growing your own real estate business! In this episode, we're discussing... Fast Growth: Christian quickly moved from small duplexes to bigger multifamily deals, realizing this was essential to reach financial freedom quickly after a...
2025-05-2135 minThe Richer GeekFrom NFL Field to Finance Titan: The Unconventional Playbook for Building Wealth & LegacyEver wondered how a Super Bowl champion pivots from the gridiron to the world of finance and venture capital? Join us as we dive deep with former New Orleans Saints superstar Marques Colston, co-founder of Champion Venture Capital. Discover the secrets behind his unlikely transition, the mistakes athletes and everyday individuals make in wealth management, and his how-to guide for building a lasting legacy. Marques shares his unique perspective on identifying game-changing opportunities in sports tech, real estate, and beyond, and reveals how CVP is democratizing access to this traditionally exclusive asset class for everyone. Don't miss this inspiring...
2025-05-1422 minThe 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 purpose. ...
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 transactions. Before joining...
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 real...
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… Fr...
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 highlights th...
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 provide on...
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 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 businesses...
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 fueled...
2025-01-2924 minThe 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 offering c...
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 fuel b...
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 in...
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 instability.
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 of...
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 knowing...
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 companies...
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 ca...
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 Group...
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 valuations? ...
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 difficulties...
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 was driven...
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 years....
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 reduce t...
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 liquidity in...
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 Funds: Le...
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 minThe 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 categories.
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 estate aft...
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 h...
2023-12-2724 min
Roadmap to Wealth: Real EstateHow to Achieve Financial Freedom by Deciding What You Want with Nichole StohlerKnowledge in starting real estate investment is a must. You should know how to set your criteria, what to look for or what you want in a property,and even creating your Plan B.
Nichole Stohler, the founder and host of The Richer Geek Podcast which is eager to help IT and other professionals to achieve financial freedom will give us some advice to reach what we dreamed of.
Stay tuned to learn more.
What will you learn in this podcast?
How to start in real investment
Overcoming setbacks
...
2020-10-0800 min
Millennial Investor ShiftAF08: Journey of W2 Tech employee becoming a hotel syndicator W/Nichole StohlerThis week I talk with Nicole. To hear about her journey of going from deciding to be a real estate investor through the process of owning commercial properties. To investing in hotels.
Connect with Nichole:
Therichergeek.com
Linkedin- Nichole Stohler
2020-05-2132 min
Investing In The U.S.RG 202 - Investing in Limited Service Hotels w/ Nichole StohlerThis week on the show I am chatting with real estate rockstar Nichole Stohler.
Nichole is the founder and host of The Richer Geek Podcast, where she lives out her mission of educating and empowering high income professionals to find creative ways of building wealth and financial freedom.
Nichole has been in technology sales for 22 years, and absolutely loves how fast-paced, dynamic, and diverse the industry can be. As much as she’s enjoyed her career, however, Nichole realized she needed a “plan B.” So she created one. While working full-time, Nichole and her husband built an 8-figure real estate portfo...
2020-03-1746 min
Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome MyersThe Power Of Your Network - Nichole StohlerNichole Stohler joins Jerome Myers on the Dreamcatchers Podcast to share her journey from giving the keys to multifamily properties back to a University to owning multiple hotels. We learn how the power of her network has opened so many doors for her and her family. She also shares why she believes you need to have money to be an investor in real estate and how talking to people about what you do is a great way to find potential investors. This episode is great for anyone who is considering investing but needs someone who has made a mistake to...
2019-11-2537 min
The Real Estate Locker Room Show with John CarneyThe Power of Networking with Nichole StohlerWhile working full-time in the Technology Industry, Nichole Stohler and her husband have built a real estate investment firm with an impressive portfolio that includes multifamily, hotels and single-family residential properties. Learn more by tuning into Nichole’s podcast, The Richer Geek. Nichole believes that it’s not only possible, but it’s essential that others in high-income roles find ways to make their money work for them. Nichole Stohler joins John Carney today in The Real Estate Locker Room to share some of her proven real estate investing techniques.
2019-11-0443 min
The Wealth Without Wall Street PodcastHow to Become A W2 Entrepreneur w/ Nichole Stohler#108: What This Episode Is AboutHow do individuals like you and me get ahead financially? How do we build passive income that works for us in more ways than a traditional 401k or W2? Should we even care about a “Plan B” if we love our current job?On this week’s episode of The Wealth Without Wall Street Podcast, Nichole Stohler explains how she and her husband built a real estate investment business as a “Plan B” for their income. Nichole has been in technology sales for 22 years and loves how f...
2019-10-2433 min
Wealthy Wellthy PodcastBuilding Wealth Through Real Estate Investing With Nichole StohlerOn this episode of the Wealthy Wellthy podcast, Nichole Stohler, “The Richer Geek”. Nichole became interested in real estate and real estate investing after reading Robert Kiyosaki’s book entitled “Rich Dad, Poor Dad”, and she and her husband started their journey in the industry in 1999. Their first attempt failed, but through that experience and over the next several years, they learned a lot from their mistakes to prepare them for future endeavors. In 2011, they really began their concentrated effort on real estate investing, and the rest – as they say – is history. In her W2 job in the tech indust...
2019-10-1835 min
The Cashflow HustleCFH 057: Hotel Syndication Fundamentals with Nichole StohlerNichole Stohler is founder and host of The Richer Geek Podcast, where she lives out her mission of educating and empowering high-income professionals to find creative ways of building wealth and financial freedom. Nichole has been in technology sales for 22 years, and absolutely loves how fast-paced, dynamic, and diverse the industry can be. As much as she’s enjoyed her career, however, Nichole realized she needed a “plan B.” So she created one. While working full-time, Nichole and her husband built an 8-figure real estate portfolio of multi-family, single-family, and hotel properties. With her own “plan B”...
2019-09-1731 min
The Practical Wealth ShowGrow Your Success by Growing a Thick Skin with Nichole StohlerToday's guest is Nichole Stohler, founder and host of The Richer Geek podcast. Nichole helps others to build wealth and financial freedom, and find ways to make money work for them. Curtis and Nichole discuss her techniques, tips, and strategies, so stay tuned! Curtis' motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a...
2019-08-0726 min
The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa GuidelliEP 35: From Overcoming Major Debt to Operating Over 1300 Units with Nichole StohlerLike most businesses, real estate investing takes commitment, hard work and perseverance. On today’s show, we chat with Nichole Stohler who is co-founder and managing partner athttps://gatewaype.com/ ( Gateway Private Equity Group), a real estate investment firm whose portfolio has included a hotel, multifamily, and residential properties. When Nichole and her husband Mike first started in real estate investing in 1999, they lacked experience and failed. Through committed action to learn, grow their skills, and help others, they have created immense change in their business and lives.
Between apartment complexes, houses, and their hotel, Nichole and her husband Mi...
2018-10-0543 min
The InvestHER PodcastFrom Overcoming Major Debt to Operating Over 1300 Units with Nichole StohlerLike most businesses, real estate investing takes commitment, hard work and perseverance. On today’s show, we chat with Nichole Stohler who is co-founder and managing partner at Gateway Private Equity Group, a real estate investment firm whose portfolio has included a hotel, multifamily, and residential properties. When Nichole and her husband Mike first started in real estate investing in 1999, they lacked experience and failed. Through committed action to learn, grow their skills, and help others, they have created immense change in their business and lives. Between apartment complexes, houses, and their hotel, Nichole and her husband Mike, have owned or...
2018-10-0547 min