EntrePods

Today, Leafy interviews Jeff Redondo, Managing Partner of Invictus Advosors and Vidal Espinosa, Founder and Principal at Invictus Advisors.  Invictus Advisors is a bilingual consulting and accounting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Right now, Jeff and Vidal are managing a portfolio of over 100 clients, with a total of assets over $10,000,000. Jeff and Vidal give our listeners the advice that If you decide to do all of your books yourself, you are the most expensive book keeper you can have.  Your time is best spent running a business, not on the small book keeping, lower level tasks. They also tell us to review quarterly with your financial planner on taxes and expenses. Don’t think for tax purposes. Think for growth.  If entertainment expenses are going to generate future profits and gains, they use it. Make your portfolios one for future revenue and another for tax purposes. Listen to the full episode for more practical and beneficial financial advice.

To find Jeff and Vidal, visit: www.invictus-advisors.com

On this episode, Leafy talks to Real Estate Investors and owner of https://1000houses.com/, Mitch Stephen. Mitch has perfected a method of achieving cash-flow without having to be a landlord and without having to rehab properties.  He has mastered the art of raising private money and the classic ‘Nothing Down’ deal. Mitch asks his clients, would you rather rent or would you rather own? With Mitch’s formula, he has been able to buy and sell over 2,000 homes around the San Antonio, TX area. The incredible job Mitch does for a neighborhood with his owner-finance properties is making home ownership affordable to those with bad credit or any other unfortunate circumstance wherein they cannot buy a house with a traditional mortgage from a bank or lender. Creating neighborhoods from rent houses to owner-lived in homes increases the home value in these neighborhoods and makes them safer places to live and raise families.

Find more on Mitch Stephen here: https://1000houses.com/about-us/

Today Leafy sits down with Ron Carucci, Co-Founder and Managing Partner of Navalent. Ron works with CEOs and executives who are pursuing transformational change for their organizations. In his 30 years of helping organizations in major overhauls, Ron brings us some astounding advice for business owners. Ron says, don’t hit the ground running, hit the ground learning, if you are a leader tasked with company reorganization.  Be curious and open, ask and learn from the employees who are going through the overhaul.  Remember to be clear on what you need to fix. Ron’s last words of advice are to create high standards and hold everyone accountable. Be the leader who can help others advance. Be caring, have their back. Be known as someone who other people want to be around because they want to be better versions of themselves because you are there.

To find Ron Carucci, visit https://www.navalent.com/

On this episode of Leafy Podcast, Jennifer interviews one of America’s top personal development speakers and coaches, Richard Flint. Richard has 7 Foundational Principles that he teaches us about today.  The first principle is that behavior never lies; meaning actions are louder than words, and to lead a truly successful team, lead by example. Second principle is if you don’t confront it, you validate it. Confrontation is the skill of resolutions. Practice using “I have concern, here’s what’s causing my concern, what can we do to correct this”? Thirdly, be a presence that is present even when you aren’t present. This concept ties in with the next, earn respect by showing quality and consistency.  Richard also discusses the 4 rooms in everyone’s life.  To have balance you have to put your personal room first (time to think for yourself), then your family room (for emotional support), next, your business room (how you define yourself) and lastly your social room (where you go to relax). Richard’s final thoughts with us are the insightful concept that we all have 6 fears in life. If you can find your number 1 fear and control that fear, you can control the other 5 and not allow fear to run your life.

To find out more about Richard Flint, visit: www.richardflint.com.

Joining Leafy today is Real Estate Investor, Best Selling Author and Popular Podcast Host for Simple Passive Cashflow Podcast, Lane Kawaoka.  Lane is a real estate investor with over $255 million in his real estate portfolio that he has cultivated over the past 10 years. Lane begin his investing with turnkey properties and has found his sweet spot in B and C class properties, owning 7 manufactured home parks and 15 apartment buildings plus an assisted living facility, totaling over 2,600 units in 11 U.S. markets. With this impressive portfolio, everyone asks Lane how he does it, to which he decided to start his podcast, Simple Passive Cashflow.  On his show, Lane gives great tips like invest in secondary markets and places where the population is on the rise.  He advises investors to ‘live on the edge of the coin’  by proceeding forward, even in a recession, maybe the price of the property goes down, but you still collect positive cash flow and that’s your goal.

Listen to Lane’s podcast and find more about his program at simplepassivecashflow.com/journey

ITunes: https://podcasts.apple.com/us/podcast/simple-passive-cashflow/id1118795347

Joining Leafy podcast today is Kathy Fettke, CEO and Founder of the Real Wealth Network.  When we say we are SO excited about this information packed interview, we are not kidding! Kathy brings all of her knowledge of today’s real estate investing markets, including what’s on the rise, what’s a smart investment, what’s looking risky, and the state of the industry – will there be a crash? Kathy starts our interview with the advice to break out of a scarcity mindset and think abundantly.  She shares generously with employees, customers and members of her Real Wealth Network and wholeheartedly advises that is the road to success. Kathy gives us suggestions on recession proof markets, what will be valuable real estate to pick up now and in the future.  She talks about the fastest growing markets in the U.S. and her prediction that we are reaching a plateau in the housing market, but not a crash.  Listen in for all of the great content Kathy has to offer!

Find out more about Kathy on her website: https://www.realwealthnetwork.com

Interested in Investing and want to set yourself up for success? Visit us at http://leafylegalservices.com

Today on Leafy Podcast, we sit down with John Vespasian, author of Undisrupted: How highly-effective people deal with disruptions, to learn how to prevent disruptions and periods of chaos in life. John has traveled around the world and visited with numerous experts to create his effective steps on adopting habits that are immune to distractions. He tells us that over time disruptions have changed (in the middle-ages there were many religions forming, causing distraction and disruption, in the 1900s there were many newspapers and stories that were distracting, and now we have smartphones and social media) but the power to overcome these obstacles has philosophically remained the same.  To be successful, adopt a number of habits, including positive thinking, become laser-focused on your goals, studying the habits of other successful people and mimic them. John presents real-life lessons that massively increase your ability to succeed in the face of disruptions.

Find John’s book, at https://www.amazon.com/Undisrupted-highly-effective-people-deal-disruptions/dp/1795283122/ref=sr_1_cc_1?s=aps&ie=UTF8&qid=1549056033&sr=1-1-catcorr&keywords=undisrupted

In this episode, Leafy is joined by Mark Willis, Certified Financial Planner and owner of Lake Growth Financial Services and co-host of Not Your Average Financial Podcast. Mark had the most amazing advice for all of us today that will save our sanity and help us understand more about our finances.   Mark tells us not to prioritize someone else’s capital over our own capital, meaning, don’t always put your car loan or credit cards or student loan first, think about investing and saving at the same time you are paying off debt. He also advises to educate yourself, learn from the best, and become your own guru. You will become your own greatest asset if you do so and won’t have to chase ‘the next shiny thing’ in the investment world.  Mark’s last piece of advice, at the end of the show, will increase real estate yields without marketing risks, access cash from your policy as a line of credit for family vacations, real estate purchases, etc. within any state in the U.S. with no restrictions and prohibited actions. Listen in to learn more!

To find out more about Mark Willis, visit  http://growmorewealth.com/ and https://lakegrowth.com/

In Part 2 of Rocky’s interview, Rocky tells us about the many benefits of holding insurance in foreign countries.  The advantages of overseas insurance policies are that they are less regulated, offer greater and more unique coverage than what the U.S. government would allow for domestic insurance policies. Other advantages are being able to distribute the payouts to another generation without going through probate and having the extra benefit of guarding against recession or other unforeseeable events in the U.S. that could jeopardize an insurance policy. Rocky explains that some of these insurance policies can become very complex when coupled with international trusts and require the assistance of CPAs, Attorneys and other professionals to create and manage these funds.

For questions and to find out more about Rocky, visit https://www.reidellawfirm.com/

This week on Leafy, learn the steps to create an offshore trust. Rocky Reidel, a business and international trade attorney out of Galveston, Texas, tells us how to keep ownership and management of offshore trusts and the legal ins and outs of these foreign trusts. Rocky discusses which foreign entities cooperative most with the U.S., where reporting requirements for any assets have stricter laws and what qualifies as a domestic or overseas trust.  Rocky goes over the main reasons you would need an offshore trust (to pass on wealth, minimize taxes and control your assets).  Rocky has some great insight for anyone thinking about investing in foreign trusts.

For questions and to find out more about Rocky, visit https://www.reidellawfirm.com/