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Think Outside The Stocks

Madhavi Jain

50 episodes

3 days ago

In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...

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Entrepreneurship

All content for Think Outside The Stocks is the property of Madhavi Jain and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...

Show more...

Entrepreneurship

Episodes (20/50)

Think Outside The Stocks

EP 47: The #1 Retirement Killer That's NOT the Stock Market (Most People Miss This)

In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...

3 days ago

59 minutes

Think Outside The Stocks

EP 46: Private Credit & Pilot Training: Investing Beyond Wall Street | Brandon Martini & Madhavi Jain

In this episode of Think Outside the Stocks, host Madhavi Jain sits down with Brandon Martini, co-founder and COO of Stratus Financial, to explore an alternative investment class that helps aspiring pilots finance their training while delivering strong, risk-adjusted returns for investors. Brandon shares his journey from Navy veteran and airline pilot to entrepreneur, building one of the fastest-growing companies in America. He explains how Stratus Financial bridges a critical funding gap for...

2 months ago

57 minutes

Think Outside The Stocks

EP:45 Think Outside the Stocks: Unveiling the $230B Life Settlement Market with Matthew Paine (Part 2)

What if your life insurance policy could do more than just offer peace of mind—it could become a powerful wealth-building asset? In Part 2 of this eye-opening series, Madhavi Jain continues her conversation with Matthew Paine, a seasoned expert in the life settlement market, to uncover one of the most overlooked yet powerful investment opportunities available today: life settlements. This episode dives deep into: ✅ How life settlements offer actuarially priced, non-correlated returns ✅ Why in...

2 months ago

1 hour 1 minute

Think Outside The Stocks

EP 45: Banks, Billionaires, and Life Insurance: What They’re Not Telling You (Part 1)

🔍 Join host Madhavi Jain on Think Outside the Stocks as she sits down with Matthew Paine, Managing Director at LifeCap and a 24-year veteran who's revolutionizing how we think about life insurance as an investment vehicle. This conversation challenges the widespread "buy term and invest the difference" philosophy, revealing why it could be sabotaging your family's financial future. Learn how sophisticated investors, institutions, and ultra-wealthy families leverage life insurance beyond simpl...

3 months ago

54 minutes

Think Outside The Stocks

EP 44: Why EVERY Millionaire Has Trauma Around Money (Wealth Manager Exposes The Truth)

What if wealth management wasn’t just about numbers, but about transforming who you become? In this profound episode, host Madhavi Jain sits down with Tim “Jai” Baker, a wealth manager who has spent over four decades revolutionizing how we think about money, values, and life purpose. After losing his daughter in 2005, Tim’s journey to India led to a spiritual awakening that completely transformed his approach to wealth management. Now known as “Jai” (meaning “victory” in Hindu), he blends ps...

3 months ago

57 minutes

Think Outside The Stocks

EP 43: Why No One Talks About Land Flipping – And How Jack Bosch Turned It Into a Forever Cash Model!

In this episode of Think Outside the Stocks, Madhavi Jain had a candid conversation withJack Bosch a real estate expert who transformed his humble beginnings as a German immigrant with two suitcases and an almost empty bank account into a multi-million-dollar land flipping empire. Jack, a #1 bestselling author and financial expert, shares how he flipped over 5,000 properties and built the revolutionary “Forever Cash” model, empowering over 1,000 individuals to achieve millionaire status throu...

5 months ago

1 hour 5 minutes

Think Outside The Stocks

EP42: 33 Passive Deals and Counting: Lessons from Jeremy Dyer

In this episode of Think Outside the Stocks, Madhavi Jain engages in a compelling conversation with Jeremy Dyer, founder of Starting Point Capital and a distinguished real estate investor, to unveil the top strategies for success in multifamily investing. Jeremy's impressive portfolio includes over 5,000 multifamily units and active participation in 33 passive real estate deals, amounting to more than $750 million in assets under management. His journey from a corporate sales career to a lead...

8 months ago

47 minutes

Think Outside The Stocks

EP 41: Investing in Syndications? Top Red Flags in Underwriting with Jason Williams

In this episode of Think Outside the Stocks, Madhavi Jain explores multifamily investing with Jason L. Williams, a seasoned expert with over 20 years in real estate. From his chemical engineering background to mastering underwriting, Jason shares key lessons from navigating market shifts and building successful investments. Jason offers insights into protecting capital, understanding deal financials, and spotting red flags in pitch decks. He emphasizes the critical role of team selection, not...

11 months ago

1 hour

Think Outside The Stocks

EP40: Secret Behind Zach Haptonstall’s $2.2B Real Estate Journey In 5 Years

In this episode of Think Outside the Stocks, we sit down with Zach Haptonstall, founder and CEO of Rise 48 Equity, one of the most successful multifamily real estate firms in the country. Over the last five years, Zach and his team have built an impressive $2.2 billion portfolio, closing 53 deals and managing over 10,000 units across Phoenix, Dallas, and Charlotte. This interview dives deep into the world of multifamily syndication, where Zach shares his invaluable insights on how to navigate...

11 months ago

1 hour 4 minutes

Think Outside The Stocks

EP39: Money Market & Multifamily - $650 Million Perspective!

In this episode of Think Outside the Stocks, Madhavi Jain is taking you behind the scenes of the multifamily real estate world with none other than Omar Khan, Founder and Managing Director of Boardwalk Capital. From working in investment banking to real estate projects, Omar has seen it all. He’s here to spill all his secrets. Omar explains how his business has adapted to changing market conditions and offers advice on making the most of current opportunities while avoiding common pitfalls. F...

1 year ago

36 minutes

Think Outside The Stocks

EP38: Tax Saving Strategies from Tax Goddess who saved $1.2 Billion in Taxes

In this episode of "Think Outside the Stocks," host Madhavi Jain welcomes Shauna, widely known as "The Tax Goddess," to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate investors, and the benefits of incorporating infinite banking into your portfolio. The conversation also covers estate ...

1 year ago

55 minutes

Think Outside The Stocks

EP37:Biden’s Exit: Is this the Right Time to Invest in Real Estate? with Bikran Sandhu's $1.8Billion view

In this episode, Madhavi is joined by Bikran Sandhu, who provides valuable insights into the current investment landscape, particularly in the RE sector. With President Biden's recent decision to withdraw from the election, and the election pressure itself, there is heightened political uncertainty that could impact investor confidence. Bikran acknowledges the prevailing political drama and its potential effects on market dynamics. He emphasizes that many investors are questioning whet...

1 year ago

54 minutes

Think Outside The Stocks

EP36: Passive Investor's Guide to Maximize Real Estate Tax Savings with CPA Thomas Castelli

Would you like to unlock the secret to reducing your tax burden through real estate investment with the guidance of a CPA and investor? Join me in today’s episode with Thomas Castelli as he shares his journey from being inspired by "Rich Dad Poor Dad" to becoming a real estate and taxation powerhouse. For any active income earner looking to delve into property investment or those already managing a portfolio, this episode is packed with strategies that can turn real estate into a cornerstone ...

1 year ago

45 minutes

Think Outside The Stocks

EP35: Turning Gold into Generational Wealth with Industry Expert Dana Samuelson

Ever wondered about the captivating journey from an 'unhirable' grad to a $2 billion gold titan? Join Dana Samuelson as he explores the enduring allure of gold in a shifting economic landscape. In this episode, Dana recounts his illustrious career under the mentorship of a gold ownership advocate and delves into the timeless charm of gold. Dana shines a light on the darker aspects of its allure, addressing the environmental toll of gold mining and the exhaustive efforts required to procure th...

1 year ago

42 minutes

Think Outside The Stocks

EP34: From Hotels to Homes: Andrea Foley's Innovative Solutions for Affordable Housing and Wealth Building

Experience a revelation in tackling the housing crunch as Andrea Foley, a maverick in the realm of hotel conversions, joins us to unfold her inventive approach to creating affordable homes. Her journey, from diapers to development, is not just a tale of architectural transformation but a blueprint for cultivating financial acumen. We delve into Andrea's personal narrative, shaped by her father's construction legacy, and discover how her entrepreneurial acumen is addressing the pressing need f...

1 year ago

36 minutes

Think Outside The Stocks

EP33: From CPA to Real Estate Mogul: Mathew Owens' Journey and Investment Strategies

Are you ready to revolutionize your passive investing strategy and confidently navigate the intricate world of real estate? In this episode, host Madhavi Jain engages in a dynamic conversation with real estate expert Mathew Owens. As a former CPA and seasoned investor, Mathew shares invaluable insights into a successful investor's mindset, risk mitigation strategies, and tax-efficient approaches for passive investors. Have you ever wondered about the critical factors to consider in the curren...

1 year ago

27 minutes

Think Outside The Stocks

EP32: Mastering Land Development and Construction: Secrets to Success with Charles Covey

Have you ever wondered what secrets lie in the success of the high-stakes world of land development and ground-up construction? Join me and our guest, Charles Covey, from LandVest Capital. We take you behind the scenes of large-scale housing projects, revealing the impact of fluctuating interest rates on financing and the rewards of navigating this complex field. Embark on Charles's entrepreneurial journey, beginning in his youth, as he shares the critical role that uncapped earning potential...

1 year ago

43 minutes

Think Outside The Stocks

EP31: Christian Catron's Eco-conscious Strategy for Sustainable Development and Financial Security

Is there a way to combine military precision and still have a heart for sustainability? In this episode, we are joined by Christian Catron, a West Point grad and visionary in eco-friendly real estate development. From Christian's humble beginnings in the Philippines to the disciplined halls of West Point and onto the forefront of innovative property redevelopment, his story is one of determination and environmental stewardship. In this conversation, we explore Christian's commitment to the ad...

1 year ago

46 minutes

Think Outside The Stocks

EP30: Building Real Estate Empires and Thriving in Short-term Rentals with George Salas

Ready to listen to a riveting episode where we catch up with George Salas from Empress Capital, who climbed his way up from humble beginnings as a bartender in Peru to an accomplished investor in the short-term rental market in the US? As an immigrant and now a mentor to many, George brings the heat with anecdotes from his journey and his unique five-step strategy for passive investors to thrive in the short-term rental market. The conversation doesn’t stop at George’s journey. Still, it delv...

1 year ago

45 minutes

Think Outside The Stocks

EP29: From $77m Portfolio Loss To Building Compassionate Capital - John Laine's Story

Can you envision the path of an individual whose life journey includes piled-up hospital bills because of a brain tumor and multiple surgeries, transitioning into the real estate industry from the hospital bed, experiencing foreclosure twice, being homeless due to auction and ultimately building a massive real estate portfolio out of sheer necessity, only to lose that $77 million portfolio at the pinnacle of their investing career? Indeed, this is the remarkable journey of a single individua...

1 year ago

39 minutes