Building Bulletproof Real Estate Businesses: Diversification and Resilience with Shane Wilson
What happens when a real estate investor loses everything in a market crash and comes back stronger than ever?
In this raw and inspiring episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Shane Wilson, a seasoned entrepreneur and real estate expert with over 20 years of experience who has flipped over 100 properties and built multiple successful businesses.
Shane's journey is the epitome of entrepreneurial resilience. After catching fire in 2006 and buying 27 houses at age 27, he lost everything in the 2008 crash, going bankrupt with over $1 million in bad debt. But this setback became the foundation for his current success, teaching him invaluable lessons about diversification, risk management, and the importance of multiple income streams.
"The biggest thing I learned back then is to diversify my skill sets. So I have multiple skill sets now and multiple income streams," Shane explains, describing how he rebuilt his empire with a completely different approach focused on sustainable growth rather than rapid expansion.
Shane brings a refreshingly honest perspective to real estate investing, challenging the get-rich-quick mentality and emphasizing that success requires relentless persistence, proper risk assessment, and understanding that real estate is fundamentally a sales and marketing business. His no-nonsense approach cuts through industry hype to deliver practical, actionable advice.
The conversation reveals how Shane transformed his 2008 failure into wisdom, building a diversified business empire that includes a real estate team, property management company (managing 120+ units), and insurance agency - all designed to work together and provide stability through market cycles.
💰 What you'll discover:
Shane shares brutally honest insights about the entrepreneurial journey, including why he prefers smaller, profitable teams over massive operations, and how he structures his businesses to require minimal daily involvement while maintaining quality control.
The episode takes a personal turn when Shane discusses how his business structure allowed him to be present every day when his father battled kidney cancer - highlighting the true value of time freedom that proper business design can provide.
Shane's advice for newcomers is counterintuitive: don't spend your first $1,000 on education or marketing. Instead, find an experienced investor and offer to work for free in exchange for knowledge and mentorship.
Connect with Shane Wilson:Website: ShaneWilsonTraining.com (Free community and content)Social Media: Search "Shane Wilson Real Estate" or "Shane Wilson Training"LinkedIn: https://www.linkedin.com/in/shanewilsonrealestate/
To learn more about Josh and Wealth In Yourself:Website: www.wealthinyourself.com
Connect with us on social media:https://www.instagram.com/wealthinyourselfhttps://www.linkedin.com/company/wealth-in-yourselfhttps://www.youtube.com/@wealthinyourselfhttps://www.facebook.com/officialwealthinyourselfhttps://twitter.com/josh_stlaurenthttps://tiktok.com/@wealthinyourself
Disrupting Real Estate Finance: Asset-Based Lending and the BRRRR Strategy with Saurabh Shah
What if you could finance real estate deals in just 7-10 days without showing tax returns or W-2s? In this game-changing episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Saurabh Shah, NYU alumnus and co-founder of InstaLend Corporation, an alternative lending platform that's revolutionizing how investors finance properties.
Saurabh's journey took him from the vibrant heart of Mumbai to Wall Street's financial pulse, where he worked in investment banking and private equity while flipping houses on the side. This unique combination of high finance experience and hands-on real estate investing led him to identify a critical gap in the market - the difficulty new investors face accessing capital without traditional income documentation.
"We make a loan based on the value of real estate, not based on what your individual income is. We only underwrite the asset. We do not underwrite the individuals," Saurabh explains, describing how InstaLend's asset-based approach removes traditional lending barriers.
InstaLend has been recognized as one of the fastest-growing companies in the US, providing thousands of real estate entrepreneurs access to capital that allows them to redevelop neighborhoods. Their innovative approach focuses purely on the property's value rather than the borrower's personal income, enabling experienced investors and newcomers alike to scale their portfolios rapidly.
The conversation reveals how economic fluctuations post-COVID have reshaped the real estate landscape, from material cost inflation to supply chain disruptions, and how smart investors are adapting their strategies accordingly.
💰 What you'll discover:
Saurabh shares insights on current market trends, including the massive shift toward ground-up construction projects as existing housing inventory from the 1980s-90s becomes scarce. He explains how InstaLend has adapted by financing land acquisition for new construction projects, not just traditional rehabs.
The episode concludes with Saurabh's philosophy on building wealth through multiple income streams and his practical advice for getting started with just $1,000 - emphasizing the power of compounding and diversified investment approaches.
Connect with Saurabh Shah:Website: InstaLend.comLinkedIn: https://www.linkedin.com/in/saurabhshah85
To learn more about Josh and Wealth In Yourself:Website: www.wealthinyourself.com
Connect with us on social media:https://www.instagram.com/wealthinyourselfhttps://www.linkedin.com/company/wealth-in-yourselfhttps://www.youtube.com/@wealthinyourselfhttps://www.facebook.com/officialwealthinyourselfhttps://twitter.com/josh_stlaurenthttps://tiktok.com/@wealthinyourself
#RealEstateLending #AssetBasedLending #PrivateLending #RealEstateInvesting #BRRRRStrategy #FixAndFlip #RealEstateFinance #AlternativeLending #PropTech #InvestmentStrategy #RealEstateScaling #PortfolioLoans #NewConstruction #PassiveIncome #WealthBuilding #FinancialFreedom #RealEstateEntrepreneur #InvestmentProperty #RealEstateDeals #FinancialPlanning
Episode Title: Breaking Into Real Estate Syndications: From $1M Deals to Passive Income with Tilden Moschetti
What if you could access million-dollar real estate deals without having all the capital yourself? In this comprehensive episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Tilden Moschetti, CCIM, Esq., a syndication attorney who focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds.
Tilden brings a unique perspective as both a practicing syndication attorney and an active syndicator himself. His journey began when a partner showed him a deal and asked if they could syndicate it together - despite Tilden having no idea what syndication meant at the time. That first successful deal changed everything, leading him to transition his entire practice from real estate litigation to syndication law nine years ago.
"Any time there is an offering where somebody is going to invest money and they're going to be passive, that's a security," Tilden explains, breaking down the regulatory framework that governs these powerful investment vehicles.
This episode demystifies the world of real estate syndications, covering everything from the investor perspective to the sponsor side. Tilden reveals why syndications typically make sense once you're raising over $1 million and shares the startup costs involved (typically $30-50K including legal fees).
The conversation explores the critical differences between Rule 506(b) and Rule 506(c) offerings, helping listeners understand when each structure makes sense based on their investor relationships and capital-raising strategy.
💰 What you'll discover:
Tilden shares candid insights about investor behavior, revealing why setting minimum investment thresholds isn't about exclusion but about managing investor relations effectively. He also discusses the flexibility of syndication structures and how deals can be modified if capital-raising goals aren't met.
The episode concludes with Tilden's perspective on the growing trend toward alternative investments as people seek more control and direct communication with sponsors compared to public market investments.
Connect with Tilden Moschetti:Website: MoschettiLaw.comYouTube: Search "Moschetti Syndication Law" for 150+ educational videos
To learn more about Josh and Wealth In Yourself:Website: www.wealthinyourself.com
Connect with us on social media:Instagram: https://www.instagram.com/wealthinyourselfLinkedIn: https://www.linkedin.com/company/wealth-in-yourselfYouTube: https://www.youtube.com/@wealthinyourselfFacebook: https://www.facebook.com/officialwealthinyourselfTwitter: https://twitter.com/josh_stlaurentTikTok: https://tiktok.com/@wealthinyourself
#RealEstateSyndication #RegulationD #PassiveInvestment #RealEstateInvesting #SyndicationLaw #AccreditedInvestor #PrivateEquity #AlternativeInvestments #RealEstateAttorney #InvestmentStrategy #WealthBuilding #FinancialFreedom #RealEstate #PrivatePlacements #InvestorEducation #SyndicationDeals #RealEstateDeals #PassiveIncome #InvestmentLaw #FinancialPlanning
What happens when financial planning meets mindfulness and true empathetic listening? In this transformative episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Saundra Davis, MSFP, MCC, APFC®, FBS®, known as "The Financial Coaches Coach", who challenges everything we think we know about money and planning.With fierce compassion, Saundra shares her philosophy: "I'm not in the business of helping people be more comfortable with being poor, my role is to help people create the life they want, and take action on what they need to do to make it happen."Saundra drops a truth bomb that flips conventional wisdom upside down: "The less you have, the more important planning is because you just don't have a lot of room for error." While most people assume those with less money need less planning, Saundra reveals why the opposite is true and how this misconception creates dangerous gaps in financial education."The less you have, the more important planning is because you just don't have a lot of room for error," Saundra explains, highlighting how financial vulnerability actually requires more intentional strategy, not less attention.This episode explores the often misunderstood landscape of financial professionals and when to seek help from coaches versus planners versus therapists. Saundra breaks down her continuum of financial well-being, from education and counseling to coaching, planning, and therapy, helping listeners understand which professional can best serve their unique needs.What you'll discover:Why people with less money actually need more financial planning, not lessThe truth about FIRE movement burnout and why early retirees are returning to workHow to distinguish between financial educators, counselors, coaches, planners, and therapistsThe 70/30 rule of coaching - why clients do most of the workSaundra's personal financial trauma story and the insurance company wake-up callThe difference between listening to reply versus listening to understandWhy "me too" responses can actually harm instead of helpHow mindfulness creates the foundation for better financial decisionsThe power of the pause in both money conversations and life decisionsSaundra challenges the rising buzzwords in personal finance, warning against getting trapped in limiting labels like "I'm not good with money" or "I have financial trauma I can't recover from." Instead, she advocates for understanding that wherever you are, you can learn a new way and try a new path.The episode culminates with Saundra's definition of wealth - living with ease in all areas of life - and her practical advice for starting wherever you are on your financial journey.Connect with Saundra Davis:LinkedIn: https://www.linkedin.com/in/saundradavis/Website: SageFinancialSolutions.orgTo learn more about Josh and Wealth In Yourself, visit: www.wealthinyourself.com Connect with us on social media at: https://www.instagram.com/wealthinyourself https://www.linkedin.com/company/wealth-in-yourself https://www.youtube.com/@wealthinyourself https://www.facebook.com/officialwealthinyourself https://twitter.com/josh_stlaurent https://tiktok.com/@wealthinyourself#FinancialCoaching #Mindfulness #FinancialPlanning #MoneyMindset #FinancialTherapy #PersonalFinance #WealthBuilding #EmpathyInFinance #FinancialWellness #MoneyTrauma #FIREMovement #FinancialFreedom #ListeningSkills #EmotionalIntelligence #FinancialEducation #MindfulMoney #WealthMindset #MoneyPsychology #FinancialHealing
Welcome to Linda Grizely, your Money Mindset Mentor. Linda is passionate about guiding women through transformative journeys.
In her career as a financial planner, Linda witnessed clients facing self-imposed obstacles that hindered their financial growth. Many times, she found herself thinking, "If only they could break free from these internal barriers." Or more realistically, “They need to get out of their own way!”
Reflecting on this, Linda thought about her own experiences with money. Growing up in a lower-middle-class household, she had inherited a scarcity mindset. As her life progressed, she experienced diverse money situations and observed many narratives. Through these vast life experiences, and through self-realization, she set out on a journey of self-improvement and unwittingly rewrote her money script.
Now, she empowers others to overcome internal obstacles to financial success. At Mindset & Money, she enables women to shift their money mindsets, dismantling internal obstacles blocking their financial success.
To connect with Linda on social media, visit:
To learn more about Josh and Wealth In Yourself, visit: www.wealthinyourself.com
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Get access to Jason’s 6-video training series for FREE by visiting https://ultimatesuccessblueprint.com/ and using code “JOSH” to download the whole course at no cost, no strings attached.
For even more, join Jason’s Transformation Nation Community on Facebook for ongoing support and free resources.
Today we’re joined by Jason Roberts, a charismatic National Speaker and Peak Performance Coach who has dedicated his life to studying the formulas for success and implementing these habits to create massive results in a fraction of the time. Despite growing up in a broken household and being a college dropout, Jason has successfully built 11 of his own companies, 10 of which generated over 1 million dollars in revenue their first year in business. He has helped tens of thousands of people help grow and scale their businesses in industries as diverse as real estate investing, medical practices, insurance, construction companies, medical spas, and more.
Jason Roberts is a world class business and mindset coach whose true expertise lies in scaling any business to 7 and 8 figures within the first year. He has positively impacted & spoken in front of over 20,000 people all over the country. Jason is passionate about sharing his knowledge of business and the inner workings of the mind with audiences around the world. He believes that extraordinary success can be achieved by anyone who is willing to believe in and invest in themselves.
To connect with Jason on social media, visit:
To learn more about Josh and Wealth In Yourself, visit:
www.wealthinyourself.com
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Our guest today is Dr. Jeff Anzalone, also known as the Debt-Free Doctor, a periodontist who teaches a unique prescription for success centered around mindset shifts.
Dr. Anzalone shares his journey from having $300K in student loan debt to becoming a thriving real estate investor. His wake-up call came when he broke his wrist and realized the importance of having multiple income streams for his family’s financial security and future.
Through his platform, he empowers clients to elevate their health, maximize their wealth with real estate, and enrich their relationships to give them the life they want. Dr. Anzalone emphasizes the importance of mindset, seeking knowledge from experts, and taking consistent action.
Grab the Debt-Free Doctor’s Free Passive Income Guide here:
https://www.debtfreedr.com/ultimate-passive-income-guide/
To learn more about Dr. Anzalone and his work, visit: https://www.debtfreedr.com
To connect with Dr. Anzalone on social media, visit: https://www.instagram.com/drjeffanzalone
https://www.linkedin.com/in/debtfreedr
https://www.youtube.com/@DebtFreeDoctorJeffAnzalone
https://www.facebook.com/jeff.anzalone.7
To learn more about Josh and Wealth In Yourself, visit: www.wealthinyourself.com
Connect with us on social media at: https://www.instagram.com/wealthinyourself https://www.linkedin.com/company/wealth-in-yourself https://www.youtube.com/@wealthinyourself https://www.facebook.com/officialwealthinyourself https://twitter.com/josh_stlaurent https://tiktok.com/@wealthinyourself
Karim Kerachni is a serial entrepreneur, real estate franchise developer, and adventurous globe trotter. He was born in Canada with Algerian parents, grew up in France, lived in Kuwait, and is currently spending a year in Malaysia. Karim is passionate about being an entrepreneur, launching and growing businesses, and exploring the world while he’s doing it. His motto is “Work to live, don’t live to work.”
With 13+ years experience in Sales and Management across North America and France in his early career, Karim found his true calling in launching new ventures, creating systems and processes, and business development at large. Karim defines himself as an entrepreneur more than a business owner: once the business is up and running, he’s ready to move on to the next adventure!
Karim started a residential and commercial cleaning company called Steamates in Nova Scotia which afforded him the time to focus on his next journey, doing franchise development in Massachusetts for PropertyGuys.com, the largest private home sale network in North America. Karim shares about his story, how he's able to be successful while being on the other side of the world, and how he plans to grow in the future.
To learn more about Karim and his work, visit:
https://info.propertyguys.com/mass/
https://www.linkedin.com/in/karim-kerachni
https://www.instagram.com/propertyguys_franchises_mass/
https://www.linkedin.com/company/propertyguys-franchises-ma/
To learn more about Josh and Wealth In Yourself, visit:
www.wealthinyourself.com
Connect with us on social media at:
https://www.instagram.com/wealthinyourself https://www.linkedin.com/company/wealth-in-yourself/ https://www.youtube.com/@wealthinyourself https://www.facebook.com/officialwealthinyourself
https://twitter.com/josh_stlaurent
Today we sit down with Ryan Derousseau, founder of Thinking Cap Financial, who specializes in empowering therapists, private practitioners, and self-employed professionals to achieve financial success while maintaining a focus on their clients. In this engaging conversation, Ryan shares his wealth of experience and expertise in the financial space, offering actionable insights and strategies tailored specifically for therapists and entrepreneurs. He emphasizes the importance of aligning business goals with personal aspirations and family priorities to create a balanced and fulfilling life. With a meticulous process that includes cash flow management, goal development, tax optimization, investment strategy, and wealth management, Ryan guides his clients on a journey towards financial independence and long-term success. Through his personalized approach, therapists and self-employed individuals across the country unlock the true value of their businesses while enhancing their overall well-being. As a CERTIFIED FINANCIAL PLANNER™ and esteemed writer featured in prestigious publications like Fortune, Money, and Forbes, Ryan's expertise shines through as he navigates the complexities of financial planning for therapists and entrepreneurs. Whether you're seeking to optimize your practice, achieve financial independence, or plan for retirement, this episode provides invaluable insights and practical advice to help you thrive in your professional and personal endeavors. Ryan has also just released a free e-book, “Turning Solo Income into Wealth: Strategies to create security within self-employment” which is now available on his website at: https://thinkingcapfinancial.com/selfemploymentincometowealth/ To learn more about Ryan and his work, visit: https://thinkingcapfinancial.com/ To connect with Ryan on social media, visit: https://www.instagram.com/theprivatepracticeadvisor https://www.linkedin.com/in/ryanderousseau/ https://twitter.com/ryanderous https://www.youtube.com/@ThinkingSolo/ https://www.facebook.com/profile.php?id=61555543666721 To learn more about Josh and Wealth In Yourself, visit: www.wealthinyourself.com Connect with us on social media at: https://www.instagram.com/wealthinyourself https://www.linkedin.com/company/wealth-in-yourself/ https://www.youtube.com/@wealthinyourself https://www.facebook.com/officialwealthinyourself https://twitter.com/josh_stlaurent https://tiktok.com/@wealthinyourself
Today we're joined by Jonathan Green, Artificial Intelligence Consultant at ServeNoMaster, discusses the practical applications of artificial intelligence (AI) in modern business and life. He shares his journey of getting fired from his dream job and starting an online business. Jonathan emphasizes the importance of taking control of one's life and not relying on a single point of failure. He also talks about the benefits of living as a digital nomad on a tropical island and the opportunities that technology provides for remote work and entrepreneurship. Jonathan Green discusses the importance of balancing work and family, the non-negotiable AI tools for business owners, the limitations of AI and mistakes to avoid, maximizing AI tools for business efficiency, the power of prompting in AI, and the future of AI. Key Takeaways: The non-negotiable AI tools and master prompts for business owners Avoid using AI for unsupervised tasks and always review and read content before posting it. Focus on using AI tools that are useful for your business and help you save time and make more money. The power of prompting in AI lies in using the master prompt and the master train of thought prompt to guide the AI's responses. The future of AI is inevitable, and it's important to adapt and stay ahead of the competition by leveraging AI tools. Check out this free resource from Jonathan: one secret ChatGPT prompt to make you a top 1% user in 5 minutes: https://servenomaster.com/master To learn more about Jonathan and his work, visit: https://servenomaster.com/ To connect with Jonathan on social media, visit: https://facebook.com/servenomaster https://instagram.com/servenomaster https://www.linkedin.com/in/servenomaster/ https://twitter.com/ServeNoJonathan https://tiktok.com/@islandronin https://www.youtube.com/channel/UCwpPPMVc0tNSVwjKut4cqRQ To learn more about Josh and Wealth In Yourself, visit: www.wealthinyourself.com Connect with us on social media at: https://www.instagram.com/wealthinyourself https://www.linkedin.com/company/wealth-in-yourself/ https://www.youtube.com/@wealthinyourself https://www.facebook.com/officialwealthinyourself https://twitter.com/josh_stlaurent https://tiktok.com/@wealthinyourself
Our guest today is Mathew Pezon, the driven CEO of Pezon Properties, as he shares his remarkable journey from the corporate world to real estate success.
Mathew's story is one of determination, resilience, and unwavering passion. As a former chemical engineer turned Fulbright Scholar, Mathew made the leap from a nine-year side hustle to becoming a full-time real estate investor. Today, he oversees a thriving team of buy-and-hold experts, managing over 200 rental units in the Lehigh Valley, PA.
In this episode, Mathew offers invaluable insights into the world of real estate investing, including strategies for finding, financing, and repositioning deals in a competitive market. He emphasizes the critical role of mindset and financial literacy in achieving success, highlighting the importance of continuous education and mentorship.
Moreover, Mathew delves into the risks associated with contractors, emphasizing the significance of effective money and schedule management. He shares his philosophy of investor mindset and producer mentality, focusing on value creation and problem-solving for both people and properties.
Whether you're an aspiring real estate investor or a seasoned pro, this episode is packed with actionable advice and inspiring anecdotes that will fuel your journey toward financial independence.
To learn more about Mat and Pezon Properties, visit:
https://www.pezonproperties.com/
To connect with Mat and Pezon Properties on social media, visit:
https://www.facebook.com/Pezon.Properties
https://www.instagram.com/pezonproperties
https://www.linkedin.com/company/pezon-properties
https://twitter.com/pezonproperties
https://www.youtube.com/channel/UCL0YWi9DlwygcS_u0v0rtsg
To learn more about Josh and Wealth In Yourself, visit:
www.wealthinyourself.com
Connect with us on social media at:
https://www.instagram.com/wealthinyourself
https://www.linkedin.com/company/wealth-in-yourself/
https://www.youtube.com/@wealthinyourself
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https://twitter.com/josh_stlaurent
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Today’s guest is Sam Ingrassia, serial entrepreneur and CEO of Budgetsimple, a membership portal for personal finance content creators. He has built out not only lessons that help people learn about personal finance but also calculators to help people run their own numbers. He partners with advisors who help a wide range of clients and businesses and his background in software engineering means he and his team can customize the portal to the needs of the team they’re working with.
Budgetsimple is a personal finance membership portal that offers lessons and calculators to help people learn about personal finance and run their own numbers.
Budgetsimple works with advisors and 401k providers to offer financial wellness as an employee benefit and financial planning as an employee benefit.
Advisors can use Budgetsimple to attract clients by meeting them where they're at, focusing on niche marketing, and building a flywheel of content and engagement.
Learn more about Sam and Budgetsimple at:
https://www.budgetsimple.com/
Connect with Sam and Budgetsimple on social media:
LinkedIn: https://www.linkedin.com/in/samingrassia
LinkedIn: https://www.linkedin.com/company/budget-simple
X/Twitter: https://twitter.com/budgetsimple
YouTube: https://www.youtube.com/c/Budgetsimple
Our guest this week is Carla Titus, Founder/CEO of Wealth & Worth Within and a Fractional CFO who provides accessible financial consulting services to business owners. With over 16 years of corporate finance expertise, she is on a mission to redefine the financial landscape for entrepreneurs.
Carla guides her clients through the intricacies of financial planning, analysis, and strategy for their businesses. Her commitment to empowering clients goes beyond just numbers; it's about growing profits, securing cash reserves, and ensuring business owners pay themselves well, paving the way for personal wealth.
Join the conversation as Carla shares invaluable insights on taking control of cash flow, achieving financial clarity, and turning financial goals into tangible realities!
https://www.wealthworthwithin.com/
LinkedIn: https://www.linkedin.com/company/wealthworthwithin/
Facebook: https://www.facebook.com/wealthworthwithin
Instagram: https://www.instagram.com/wealthworthwithin/
YouTube: https://www.youtube.com/@wealthworthwithin
Twitter: https://twitter.com/wwwithin
In this episode, we sit down with Matt Burton, Founder and CEO of SAVANT-AI, for an exploration of the transformative and dynamic intersection of AI and wealth. From his financial roots at Charles Schwab and Fidelity Investments to pioneering the future with SAVANT-AI, Matt shares his journey and insights into the ever-evolving landscape of AI.
In a candid conversation, Matt delves into the birth of SAVANT-AI and its potential to reshape industries and lives. From unlocking the positive impacts of AI on time management, strategy, and business enhancement to unraveling the darker sides involving misinformation and security risks, Matt provides a comprehensive view of the AI landscape.
The discussion goes deep into the challenges and limitations of AI in finance, touching on data quality, bias, and ethical considerations. Matt forecasts the future of AI, envisioning a world without borders and a globally interconnected workforce.
Tune in to gain profound insights into the dynamic world of AI, its potential risks, and the limitless possibilities it holds for shaping our collective future.
Take Matt’s AI Bootcamp (4-Weeks, Cohort-Based)
https://maven.com/savant-ai/ai-bootcamp-your-2024-transformation
Connect with Matt on social media:
LinkedIn: https://www.linkedin.com/in/savant-ai
LinkedIn (company): https://www.linkedin.com/company/savant-ai-inc
Twitter/X: https://twitter.com/Savant_AI_
YouTube: https://www.youtube.com/@SAVANT-AI
This week we dive deep into the financial labyrinth with Bryan Huhn, the Founder and Anti-CEO of Reflective Wealth. Bryan's journey is a tale of breaking free from the shackles of traditional wealth management.
Having spent over a decade advising financial advisors at Wall Street behemoths, Bryan realized the incongruity of selling investment products he couldn't believe in. Now, with Reflective Wealth, he's rewriting the rules.
This is not just a podcast; it's a manifesto against the status quo. Bryan shares insights from his unique path, liberating investors from the myths perpetuated by high fees and opaque financial strategies.
To learn more about Bryan’s work, visit: https://reflectivewealth.com
Connect with Bryan on social media at:
LinkedIn: https://www.linkedin.com/in/bryan-huhn-cfp%C2%AE-b93a6311/
This week we dive into the world of real estate transformation with Jonathan De Gouveia, a seasoned real estate investor with a passion for turning distressed properties into thriving investments.
Discover the art and science behind Jonathan's success, specializing in the acquisition, renovation, and strategic exit of distressed residential real estate. His unique approach involves completing full rehab projects in as little as 60 days, maximizing returns for clients and investors alike.
In this conversation, Jonathan unveils the secrets to managing the entire lifecycle of a property, from purchase to tenant placement. Learn about his commitment to providing high-quality affordable housing and ensuring the best returns in the market.
Whether you're a turnkey investor or a private money lender, Jonathan's insights into carefully selected neighborhoods, impressive cap rates, and solid interest rates make this episode a must-listen for anyone interested in the art of real estate alchemy.
To learn more about Jonathan’s work, visit: https://www.jndcapital.com/
Connect with Jonathan on social media at:
Facebook: https://www.facebook.com/jndcapital Instagram: https://www.instagram.com/jdcapitalllc/
LinkedIn: https://www.linkedin.com/in/jonathan-de-gouveia-638515217/
LinkedIn (company): https://linkedin.com/company/j-d-capital-llc/
In this illuminating episode of The Wealth in Yourself Podcast, we sit down with Dasarte Yarnway, a 4-time Investopedia Top 100 advisor and the visionary Founder & CEO of Yarnway Wealth Management. With over a decade of experience, Dasarte specializes in crafting financial plans tailored for California business owners.
Join us as Dasarte shares his journey from a budding independent advisor to a sought-after financial influencer. As the author of three impactful books and the host of the Altruist podcast, he's dedicated to changing the financial services landscape for underrepresented clients and advisors.
Yarnway Wealth Management focuses on helping business owners optimize revenue, design their best lives, and plan for a secure retirement. Dasarte's mission goes beyond numbers; it's about breaking barriers, inspiring dreams, and achieving true financial freedom.
To learn more about Dasarte and his work, visit:
https://www.yarnwaywealth.com
https://www.linkedin.com/company/yarnwaywealth
Our guest this week is Aaron Ameen, a Hybrid Real Estate Professional who has mastered the art of seamlessly blending multiple professional roles for holistic success.
As the voice behind "The Hybrid Real Estate Professional" newsletter and podcast, Aaron generously shares insights from his experience and expertise building an expansive real estate portfolio.
While navigating a demanding full-time career in consulting and starting a family, he and his wife embarked on a remarkable journey to acquire 8 rental properties across 3 different states in just 6 years. But he doesn't stop there; he's also a Business Coach, working with professionals eager to build their own rental real estate portfolios.
In this episode, Aaron shares how he embraced his identity as a Hybrid Professional and leveraged his diverse skills to achieve his ambitious goals. Aaron Ameen's journey is proof that with the right mindset and strategy, you can thrive in the world of real estate, even amidst a busy career and family life.
To learn more about Aaron and his work, visit:
Listen to Aaron's podcast "The Hybrid Real Estate Professional"
Connect with Aaron on Social Media:
Our guest this week is Nate Astle, LMFT, CFT-I™, Founder of the Financial Therapy Clinical Institute, a collaborative practice that aims to holistically help to change how people think, feel, and behave around money.In this episode, we delve deep into the world of financial therapy as Nate shares his insights on how emotions impact our financial decisions, the importance of addressing financial trauma, and how therapists, counselors, and financial planners can work together to integrate financial wellness principles into their practice.
Nate’s work isn’t just about numbers; he’s here to shed light on the profound impact financial therapy can have on individuals and couples as they begin their emotional and financial healing journey.
To learn more about Nick’s work and the Financial Therapy Clinical Institute, visit:
https://www.financialtherapyclinicalinstitute.com
Connect on Social Media: https://www.linkedin.com/in/nathanastle/
Join us as we sit down with K. Alexander Shapiro, the Co-Founder and CEO of CanMonkey.com, a pioneering Vacation Rental Trash Solution. What started as a small venture during the pandemic has grown into a behemoth, servicing over 5,000 properties across 80 cities.
But CanMonkey.com is more than just a trash service; it's a glimpse into the evolving gig economy. Alexander shares how CanMonkey.com is providing opportunities for "can-runners" to earn money by delivering trash to curbs, similar to popular food delivery apps like Uber Eats and GrubHub.
What sets Alexander and CanMonkey.com apart is their dedication to solving problems. He despises the word 'no' and goes above and beyond to find innovative solutions for the operational challenges property managers face weekly. And that's not all – CanMonkey.com is breaking new ground by expanding into pool cleaning services, further enhancing their mission to simplify property management.
Get inspired by Alexander's entrepreneurial journey, his commitment to problem-solving, and his expansive vision for the future of property services.
Connect on Social Media:
https://www.linkedin.com/company/canmonkeyinc/
https://www.instagram.com/canmonkeyinc/
https://www.tiktok.com/@canmonkey.com
https://www.facebook.com/CanMonkey
https://www.youtube.com/channel/UCha6rByeYqvhNrTbA5fwUPg
