Average Joe Finances

Join Mike Cavaggioni with Cole Shephard on the 201st episode of the Average Joe Finances Podcast. Cole shares how the Legacy Group rose to $50 million of assets under management and the investment opportunity for high-net-worth investors in the private company space.

In this episode, you’ll learn:

• The promising opportunities in international impact investing, with a focus on Latin America.
• How Green Coffee Company is revolutionizing sustainable farming and creating valuable byproducts.
• Legacy Group's proven investment approach is designed to benefit accredited investors.
• The value of experience and historical cycles to make sound investment decisions.
• And much more!

Key moments:

00:00:43 - Cole's Background
00:04:40 - Green Coffee Company
00:05:40 - Coffee Production and Land Acquisition
00:11:13 - Legacy Group
00:13:35 - Creating Talent in Colombia
00:15:10 - Investment Offerings for Accredited Investors
00:19:13 - Positive Social and Environmental Impact
00:21:16 - Creating a Sustainable Ecosystem
00:24:42 - Value of Byproducts
00:26:38 - Importance of Corporate Responsibility
00:28:10 - Importance of Experience
00:29:59 - Tips for New Investors
00:32:29 - Book Recommendation
00:35:18 - Importance of Skin in the Game 

About Cole Shephard:

Cole Shephard is the founding partner of the alternative investment firm, Legacy Group, and the founder and a board member at the Green Coffee Company, Colombia's largest coffee producer. As a PwC alum working in accounting, advisory, M&A, and consulting across the United States, Bermuda, Hong Kong, and Beijing.

Cole is an expert in emerging markets and understanding the capital movements of high-net-worth investors. Cole is based in Medellin, Colombia.

Find Cole on:

Website: https://legacy-group.co/

Instagram: https://www.instagram.com/legacygroupinvestments/

LinkedIn: https://www.linkedin.com/in/cole-shephard-67b1a51a/?originalSubdomain=co

Youtube: https://www.youtube.com/@legacygroup9109/videos

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

Show Notes add on continued here: https://averagejoefinances.com/show-notes/

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

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Join Mike Cavaggioni with Leisa Peterson on the 200th episode of the Average Joe Finances Podcast. Leisa shares her journey from a scarcity to an abundance mindset, highlighting the power of mindfulness and investing in oneself.

In this episode, you’ll learn:

• The insights on embracing mindfulness practices for a fulfilling and prosperous life.
• Understand the impact of self-investment on achieving long-term financial freedom.
• The benefits of semi-retirement and generating passive income for improved financial stability.
• Identify and overcome mental barriers and past traumas to clear the path to financial achievement.
• Utilize failure as a crucial element for moving towards financial aspirations.
• And much more!

Key moments:

00:01:31 - Leisa's Background
00:07:12 - Mindset Shifts
00:10:42 - Investing in Yourself
00:12:25 - Self-Care
00:14:58 - Reevaluating Your "Why"
00:17:05 - The Freedom of Being Semi-Retired
00:22:31 - Preparing for Life After Empty Nesting
00:24:08 - Letting Go and Being Courageous
00:25:27 - Exploring New Possibilities
00:29:32 - Committing to Learning
00:31:22 - Helping Visionaries
00:33:35 - Thinking Big
00:35:22 - Authority on Finances
00:39:27 - Becoming More Confident 

About Leisa Peterson:

Leisa Peterson is THE Mindful Millionaire Maker. She helps inspired business owners become game-changers in their field and achieve million-dollar breakthroughs. She does this using mindfulness strategies combined with business-building practices.

Leisa’s a passive income specialist, “one-to-many” business coach, author of The Mindful Millionaire, and podcaster who inspires people worldwide to create a prosperous life.

Noted in Forbes as one of 10 Women Driving Growth in Wealth Management and Investing, Leisa has appeared in The Wall Street Journal, FastCompany, The Week, and Huffington Post. She has been featured on many podcasts and radio shows.

Find Leisa on:

Website: https://www.wealthclinic.com/

Instagram: https://www.instagram.com/leisapeterson/

LinkedIn: https://www.linkedin.com/in/leisapeterson1/

Facebook: https://www.facebook.com/leisa.peterson/

Twitter: https://twitter.com/leislooski

Leisa’s Book: https://www.mindfulmillionairebook.com/

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

Show Notes add on continued here: https://averagejoefinances.com/show-notes/

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

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Join Mike Cavaggioni with Chris Giorgi on the 199th episode of the Average Joe Finances Podcast. Chris shares how adopting the velocity mindset can lead to successful investing and financial freedom. 

In this episode, you’ll learn:

• The unique challenges and opportunities of real estate investing while living abroad.
• The significance of assembling a trustworthy team for remote investing success.
• Gain insight on maintaining discipline and patience for long-term real estate investment growth.
• Uncover creative financing strategies to expand your property portfolio.
• Understand the role of education, networking, and a clear purpose in achieving investment objectives.
• And much more!

About Chris Giorgi:

Chris Giorgi is a former Army officer who transitioned from the Army in 2019 while stationed in Germany, where he still lives with his family and works for a US Defense Contracting company. He started saving/investing when he was 15 and used those funds to make most of the purchases in 2018-2020.

After learning about the Velocity of Money concept, he has sold some of his less-performing properties and transitioned into potentially more lucrative syndication deals. He enjoys helping others to see the value in REI and looks forward to the day, hopefully in the near future, when he can walk away from his W2 and start living on his own terms.

Find Chris on:

LinkedIn: https://www.linkedin.com/in/christopher-giorgi/

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

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See our full episode transcripts here: www.averagejoefinancespod.com/episodes

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Join Mike Cavaggioni with Dani Beit-Or on the 198th episode of the Average Joe Finances Podcast. Dani shares how he empowers both beginners and seasoned investors to optimize their real estate investment in today’s 2023 market.

In this episode, you’ll learn:

• Most effective strategies for successful real estate investing in the current market
• How real estate investors mitigate risk in today’s environment
• The most important factors to consider when investing in real estate
• The biggest challenges and opportunities for real estate investors right now?
• And much more!

About Dani Beit-Or:

Drawing upon 18 years of investing experience in US real estate, Dani leverages his expertise to facilitate financial growth for investors at all levels, from novices to seasoned professionals.

Since 2004, he has collaborated with hundreds of investors on nearly 5,000 transactions, enabling them to cultivate robust property portfolios across a variety of US metropolitan markets.

Dani's extensive experience during the 2008 market downturn catalyzed the refinement of his investment strategies and deepened his comprehension of the real estate landscape, knowledge which he imparts to others through his speaking engagements and educational programs.

Find Dani on:

Website: http://simplydoit.net/

Youtube: https://www.youtube.com/simplydoit1 

Facebook: https://www.facebook.com/reinvesting

LinkedIn: https://www.linkedin.com/in/danib/ 

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

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Join Mike Cavaggioni with Eric McDonald on the 197th episode of the Average Joe Finances Podcast. Eric shares the current global economic climate, underlined by an energy crisis, inflation, and market uncertainties, and explores why investors are turning to crypto as a potential safe haven. 

In this episode, you’ll learn:

• Why investors are getting exposure to crypto in these uncertain times.
• Cryptocurrency trading for beginners, and why and how to automatically trade crypto.
• Lessons for crypto leaders and investors from the collapse of the cryptocurrency exchange FTX.
• The future of cryptocurrency in 2023 and beyond.
• And so much more!

About Eric McDonald

Eric is the CEO and Board Chairman of CoinLion, a cryptocurrency auto trading platform that makes it super simple for anyone to invest in crypto.

They have executed 530K+ trades worth $1B+ and made investors $4M+ in profit to date. 

Many people are interested in investing in cryptocurrencies, but they're afraid to do so because they don't fully understand the complex crypto market, or where to even begin.

Eric is passionate about building outstanding teams that develop great products that are centered on the needs and wants of customers. He spent 19 years as the Founder and CEO of the urgent care software company DocuTAP (now Experity) before joining CoinLion.

Eric led the business through explosive growth, multiple fundraising rounds (including with Warburg Pincus and Bessemer Venture Partners), several acquisitions, and a successful merger with its biggest competitor. That combined company was acquired again for $1B+ in 2019.

Beyond CoinLion, Eric also sits on the boards of a few other innovative tech businesses, including Phraze.AI, Journey Tellr, and SideCar.

Find Eric on:

Website: https://www.coinlion.com/

Facebook: https://www.facebook.com/CoinLion.official/

LinkedIn: https://www.linkedin.com/in/ericatdocutap/ 

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

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Join Mike Cavaggioni with Barbara Sloan on the 196th episode of the Average Joe Finances Podcast. Barbara shares her tips and knowledge on managing the fluctuating income of the service industry and helps people in the service industry manage their finances better. 

In this episode, you’ll learn:

• How Service Industry Professionals are left out of wealth building.
• How people without access to employer-provided benefits can set up their own benefit systems. 
• Scanning your environment for hazards that may be sabotaging your financial goals.
• Free and low-cost ways to work on an abundance mindset.
• And so much more!

About Barbara Sloan:

Barbara Sloan is the author of the book Tipped: The life-changing guide to financial freedom for Waitresses, bartenders, strippers, and all other service industry Professionals. A homeless teen, who danced for dollars, and definitely did not graduate from college. She is now a personal finance expert and money coach who spent two decades working in every imaginable position in the Service Industry nationwide.

In addition to owning and running a badass women-owned Construction company in the heart of Manhattan, she helps Tipped workers achieve Financial Freedom as she did. She is passionate about all of the amazing aspects of Tipped work and passionate about all of the terrible aspects of Tipped work.

Find Sloan on:

Website: https://www.tippedfinance.com/ 

Instagram: https://www.instagram.com/tippedfinance/

Twitter: https://twitter.com/tippedfinance

Facebook: https://www.facebook.com/profile.php?id=100072006440651 

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

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Join Mike Cavaggioni with Kyle Kuderewski on the 195th episode of the Average Joe Finances Podcast. Kyle offers a unique look into online business investing through Webstreet. He shares valuable insights about the operators for Webstreet and how their industry expertise helps achieve positive returns.

In this episode, you’ll learn:

• What is WebStreet and how does it work?
• Types of online businesses offered by WebStreet
• Why online businesses are a great alternative asset class and how WebStreet provides access to it
• Portfolio Managers - how do we select them, the vetting process + what happens
• Timeline of investing to selling of business and why it is recommended to diversify
• And so much more!

About  Kyle Kuderewski:

Kyle is a dedicated Operations Manager at WebStreet, where he has utilized his engineering expertise and valuable experience in corporate America for several years.

His transition into the vacation rental industry sparked a passion for generating passive income.

During this exploration, Kyle came across Empire Flippers and their investing division, now known as WebStreet (formerly Empire Flippers Capital).

He has been actively involved in various job roles such as engineering, marketing, legal, tax, and investor relations. 

Find Kyle on:

Website: https://webstreet.co/

LinkedIn: https://www.linkedin.com/in/kkuderew/

Twitter: https://twitter.com/EFCap_Kyle

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Send us Fan Mail

Support the show

Join Mike Cavaggioni with Leslie Anne Morris on the 194th episode of the Average Joe Finances Podcast. Leslie Anne shares her expertise and strategies to motivate others and create a passive income in short-term rentals. 

In this episode, you’ll learn:

• Find the Who & Get Started in Real Estate Investing 
• Current Environment in the Smoky Mountain Short-Term Rentals
• The underwriting metrics of Passive Investing in Short Term Rentals
• Why are there only 31% of women real estate investors and how can we change this
• And so much more!

About Leslie Anne Morris:

Leslie Anne Morris began her Smoky Mountain investing journey while earning her MBA at the University of Southern California and working in Los Angeles as a commercial banker. For over twenty years, Leslie helped high-profile clients like SpaceX and closed a $50 million private equity deal. She applies the same underwriting strategy to building her growing real estate portfolio.

From the minute she closed on her first investment cabin in 2019, she knew she had made the right choice. The cash flow allowed her to rapidly scale her portfolio to double digits and a value of $7 million in less than three years. Besides that, Leslie fell in love with Tennessee and moved there in 2020. She quickly founded two sister companies; a property acquisition company, Invest in the Smoky Mountains, and Josh’s Cabins Management, a full-service property management company. Her one-stop shop allows out-of-state investors an opportunity to create passive income by offering concierge-style service to guests without the hassle of self-management. 

She travels extensively throughout the United States as a highly sought-after motivational speaker focusing on the incredibly lucrative short-term rental asset class. Recognizing the lack of women real estate investors, Leslie has made it her mission to be a driving force to empower women to begin real estate investing. She aims to empower 1,000 women to become millionaires by investing in short-term rentals. She has been featured on ABC, NBC, Fox, and CBS networks. In addition, she is a popular guest on highly-rated real estate podcasts and most recently was highlighted by the Tennessee Department of Tourism Board. 

Find Leslie on:

Website: https://leslieannemorris.com/

Instagram: https://www.instagram.com/leslie.anne.morris/

Facebook: https://www.facebook.com/leslieannemorristn/

LinkedIn: https://www.linkedin.com/in/leslieannemorris/

Tiktok: https://www.tiktok.com/@leslieannemorris 

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Send us Fan Mail

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Join Mike Cavaggioni with Jon Ostenson on the 193rd episode of the Average Joe Finances Podcast. Jon shares his knowledge and thoughts on utilizing a franchise in various ways: as a career choice, a business venture, a part-time endeavor, or a financial investment.

In this episode, you’ll learn:

• Why franchising is often a better path to business ownership vs. startups and acquisitions.
• The many areas of franchise opportunity outside of food and lodging.
• The financials of franchising: cost, revenue, and profit potential.
• Why real estate investors are a great fit for franchising, and how these investors can select the right franchise
• And so much more!

About Jon Ostenson:

Jon is a top 1% national franchise broker, investor, author, and international speaker specializing in the area he has coined as ‘Non-Food Franchising’. Having served as the President of an Inc. 500 franchise system and now as a multi-brand franchisee, himself, Jon is uniquely positioned to educate others on franchising and franchise selection.

Jon serves as CEO of FranBridge Consulting and has helped thousands of entrepreneurs and investors explore business ownership and investment opportunities.

Jon is the author of the book “Non-Food Franchising’’ and is a frequent contributor and thought leader for publications on franchising and franchise investments.  Before FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200+ locations.

Find Justin on:

Website: https://franbridgeconsulting.com/

LinkedIn: https://www.linkedin.com/in/jonostenson/ 

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Send us Fan Mail

Support the show

Join Mike Cavaggioni with Justin Moy on the 192nd episode of the Average Joe Finances Podcast. Justin shares his experience and expertise in building wealth through apartment syndications and helping investors invest passively in this sought-after asset class.

In this episode, you’ll learn:

• Tax advantages of investing in real estate
• Why can't people rely on traditional retirement accounts anymore?
• Passive ways of investing in real estate
• The most significant risks in investing in real estate or a syndication
• And so much more!

About Justin Moy:

Justin has been in real estate as a career in his entire professional life. He started out selling single-family homes in the 3rd most competitive market in the country and was able to become a top producer within his 2nd year at the largest firm in the area.

Through that experience, Justin realized there was a difference between being rich and being wealthy. He started to look for ways to turn my high transactional income into long-term wealth so I could start to buy back my time.

When he learned about apartment syndications, everything clicked for him. It provided a significantly quicker time to large financial returns than investing in SFHs, it provided a truly passive form of real estate investing, and it provided the ability to leverage the knowledge and time of industry experts.

After Justin discovered this niche in passive real estate investing,he dove in with both feet, now doing everything he can to spread the word about this investing type because he truly believes if all career-driven professionals understood it and knew about it, there isn’t anyone who wouldn’t participate.

Find Justin on:

Website: https://thedefinitiveguidebook.com 

LinkedIn: https://www.linkedin.com/in/passive-realestate-investing/

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

*DISCLAIMER* www.averagejoefinances.com/disclaimer

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Send us Fan Mail

Support the show