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Welcome to our latest episode!
Join Bronson and the Cash Flow First Investment Expert Panel:
Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street, specializes in recession-resilient cash flow investments like private credit and litigation finance.
Courtney Moeller, founder of EMPR Investment Group, focuses on oil and gas, private lending, and business acquisitions, emphasizing diversification.
Denis Shapiro, author of The Alternative Investment Almanac and founder of SIH Capital Group, targets affordable housing and hospitality for stable cash flow.
Sarah Sullivan, founder of Sugo Capital, explores high-return opportunities like lending to e-commerce businesses while prioritizing investor goals.
Discover why cash flow is king for replacing income, explore alternative assets like oil and gas, affordable housing, private lending, and e-commerce, and learn to navigate risks in multifamily real estate.
TIMESTAMPS
00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)
01:26 - Why cash flow matters for financial freedom
02:36 - Poll: What’s your primary investment goal?
02:47 - Panel introductions: Patrick Grimes, Courtney Moeller, Denis Shapiro, Sarah Sullivan
04:03 - Why cash flow is key: Courtney on covering bills, Denis on the holy grail
06:14 - Patrick on recession-resilient cash flow and private credit
07:54 - Sarah on prioritizing appreciation over cash flow for tax benefits
09:25 - Poll: What’s your primary investment goal?
10:39 - Favorite assets
13:58 - Patrick on commercial real estate and litigation finance
15:59 - Sarah on lending to e-commerce businesses
19:08 - Poll: Most reliable cash flow asset
19:49 - Multifamily challenges: Courtney on institutionalization, Sarah on distressed buys
23:51 - Poll: Biggest concern about cash flow investing
24:04 - Patrick on multifamily struggles: interest rates, COVID, insurance costs
27:14 - Denis on affordable housing opportunities
30:16 - Contrarian investing: Buying out-of-favor assets
31:56 - Sarah on the guru effect oversaturating multifamily
36:46 - Poll: Cash flow focus
40:24 - Poll: Where to deploy $500k?
41:36 - Q&A: Cash calls in syndications
43:37 - Q&A: Alternatives to holding cash
49:04 - Courtney on building business credit for liquidity
56:37 - Closing | How to connect with the panelists
Connect with the Guests:
Courtney Moeller:
Website: courtneymoeller.com
LinkedIn: https://www.linkedin.com/in/csmoeller/
Oil & Gas Report: http://oilandgasreport.net/
Denis Shapiro:
Email: Denis@SIHCapitalGroup.com
Website: https://sihcapitalgroup.com/
X: https://x.com/sihcapital?lang=en
Instagram: https://www.instagram.com/sihcapitalgroup/?hl=en
Linkedin: https://www.linkedin.com/in/denisshapiro
Patrick Grimes:
Book: https://passiveinvestingmastery.com/book
Website: https://passiveinvestingmastery.com/
Linkedin: https://www.linkedin.com/in/patricksgrimes/
Email: Info@passiveinvestingmastery.com
Sarah Sullivan:
Website: https://theconfidentinvestorsummit.com/freedom-in-3-recurring-live/
#CashFlowInvesting
#PassiveIncome
#AlternativeInvestments
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#OilAndGas
#PrivateLending
#FinancialFreedom