Mailbox Money Show

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this episode of The Mailbox Money Show, host Bronson Hill sits down with a powerhouse panel of tax, real estate, and securities experts for a no-hype conversation on advanced strategies that help investors keep more of what they earn.

They dig into practical 1031 exchange tactics (including DSTs and 721 upREITs), Opportunity Zones 1.0 and the new permanent 2.0 rules, creative ways to unlock home equity while combining Section 121 exclusions with exchanges, short-term rental and real estate professional status plays, and the critical securities-law compliance steps that protect both sponsors and passive investors.

Guests:

Scott Saunders – Money Mastery Coach at Wealth Outside Wall Street and one of the most experienced 1031 exchange specialists in the country.

Ashley Tison – Founder of OZ Pros and a leading Opportunity Zone expert who has helped set up nearly 2,000 qualified opportunity funds.

Bethany Laflam – Securities attorney at Premier Law Group and founder of Rev, focused on legal-first deal structuring and compliance for Main Street operators and capital raisers.

Tune in for clear takeaways you can use to build more tax-efficient, passive cash flow.

TIMESTAMPS

0:40 - Introduction to Bronson Equity and bi-weekly educational events

1:11 - Welcome and overview of passive cash flow / tax-efficient investing

2:09 - Panelist introductions (Scott Saunders, Ashley Tison, Bethany Laflam)

3:33 - Scott Saunders background (1031 exchanges and Wealth Outside Wall Street)

4:21 - Ashley Tison background (OZ Pros and Opportunity Zone funds)

5:50 - Bethany Laflam background (Rev community and securities compliance)

7:26 - 1031 exchanges into Delaware Statutory Trusts (DSTs) and 721 upREITs

11:30 - Opportunity Zone funds overview (OZ 1.0 vs 2.0 benefits)

15:18 - Securities compliance best practices for investors and operators

18:40 - How hard it is to set up an Opportunity Zone offering as a sponsor

20:50 - Tax strategies and the risks of non-compliance across agencies

22:32 - Split-treatment transactions combining Section 121 and 1031

25:55 - Additional Opportunity Zone strategies (estate planning, solar, loss allocation)

31:03 - Real estate professional (REP) status for offsetting income

32:36 - Deals the panelists are currently excited about or considering

44:53 - Holding periods and depreciation strategies for mobile home/RV parks

48:29 - Favorite Opportunity Zones and future census tract designations

49:56 - Connect with the panelists

Connect with the Guests:

Bethany Laflam

Instagram: bethany_laflam

Scott Saunders

Website: wealthoutsidewallstreet.com

Free Book: retirein10years.com/pdf

Ashley Tison

Website: https://ozpros.com/podcast

#OpportunityZones

#1031Exchange

#TaxStrategies

#RealEstateInvesting

#PassiveIncome

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this episode of The Mailbox Money Show, Bronson Hill and co-host Nate Hambrick welcome Nathan Barkocy for a deeply personal conversation about life, death, faith, and redefining true wealth.

Nathan shares his near-death experience at age 16, what he saw in heaven, and how that moment completely transformed his perspective on money, time, risk, and legacy. The discussion covers overcoming adversity, building multiple streams of income, the power of mentorship, and creating wealth that extends far beyond dollars.

About the Guest:

Nathan Barkocy is the author of Old Wealth, New Wealth, True Wealth (co-authored with Sharon Lechter of Rich Dad Poor Dad fame), a successful real estate investor, entrepreneur, and founder of the True Wealth community. A former nationally ranked cyclist, his life was forever changed by a miraculous recovery that reshaped how he views success and impact.

Tune in for an inspiring episode on resilience, faith, and building lasting wealth.

TIMESTAMPS

0:40 - Welcome | Guest Intro: Nathan Barkocy

1:55 - Nate Hambrick on Adversity

2:35 - Nathan's Near-Death Experience at Age 16

5:13 - Near-Death Experience Reshaping Views on Wealth

8:07 - Living with Heaven's Perspective on Earth

9:24 - The Premise of Old Wealth, New Wealth, True Wealth

12:25 - True Wealth as a Graduate Course Beyond Money

13:52 - Asset Classes and Cash-Flowing Real Estate

16:25 - Boring Investments and Consistent Cash Flow

20:28 - Common Mistakes New Investors Make

23:25 - Prefab Homes, Land Development, and Innovative Strategies

26:20 - True Wealth Community and Mentorship

31:10 - Closing Takeaways

CONNECT WITH THE GUEST

Website: https://nathanbarkocy.com/

Instagram: @nathanbarkocy

#TrueWealth

#NearDeathExperience

#RealEstateInvesting

#FinancialLiteracy

#MultipleStreamsOfIncome

#FaithAndFinance

#MindsetShift

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick welcome Marissa Streit for a powerful conversation on the future of education, parenting, and preparing the next generation in a rapidly changing world.

They explore how traditional college is often preparing students for jobs that may not exist, the importance of morality, courage, and non-binary thinking, and how AI and innovation are reshaping education, careers, and opportunity.

About the Guest:

Marissa Streit is the CEO of PragerU, the largest conservative edutainment nonprofit reaching billions of views annually. A former Israeli military intelligence officer, she is a passionate advocate for liberty, free speech, and practical education.

Tune in for bold insights on raising resilient kids, rejecting outdated systems, and embracing the American dream of opportunity and self-reliance.

TIMESTAMPS

00:41 - Welcome! | Guest Intro: Marissa Streit

01:20 - Challenges with Traditional Education and AI

02:34 - Radical Honesty About College and Opportunity Cost

03:37 - Future of Education in the Next 5-10 Years

05:27 - AI, Innovation, and Adapting to Technological Change

08:51 - How Employers Will Change Hiring Practices

09:50 - Valuing Wisdom, Creativity, and Non-Binary Thinking

11:43 - Binary Choice Thinking vs. Entrepreneurial Mindset

16:42 - Conserving Liberty and the American Dream

20:31 - Importance of Morality in Education and Business

26:03 - Censorship, Free Speech, and Courage

30:47 - Courage Deficit and Fighting Marxism

34:07 - Self-Reliance, Sacrifice, and Rejecting Big Government

36:38 - Final Thoughts and How to Connect

CONNECT WITH THE GUEST

Instagram: @marissastreit

X: @marissastreit

Youtube: https://www.youtube.com/channel/UC-lTQWsj2Ft34kt1imzXFFg

#EducationReform

#FutureOfWork

#AIandJobs

#MoralLeadership

#FreeSpeech

#AmericanDream

#ParentingTips

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick sit down with Ben Kahle to discuss raising capital, building a successful real estate private equity business, and navigating today’s market.

Ben shares how he scaled to over $230 million in equity raised, the power of integrity and long-term thinking, key lessons from challenging deals, and why the people behind the deal matter more than the asset itself.

About the Guest:

Ben Kahle is a partner at Wellings Capital, where he focuses on structured equity investments in self-storage, mobile home parks, and multifamily. With a background mentored by Paul Moore, Ben brings practical insights from years of capital raising and deal structuring.

Tune in for valuable lessons on syndication, risk management, and building sustainable wealth through real estate.

TIMESTAMPS

00:40 - Guest Intro: Ben Kahle

01:24 - Nate Hambrick on Self-Storage Investing

02:01 - Ben Kahle's Background and Entry into Real Estate

04:55 - Raising Over $230 Million in Equity

06:50 - Key Lessons in Raising Capital and Integrity

07:37 - Preferred Equity Structure and Control Rights

08:55 - Why People Matter More Than the Deal

11:10 - Risks in Passive Investing: Fraud and Leverage

13:37 - Long-Term Perspective on Money and Investing

20:10 - Taking Responsibility for Investment Outcomes

23:15 - Advice for New Passive Investors

26:00 - Leveraging Others and Standing on Giants

30:58 - How to Connect with Ben

CONNECT WITH THE GUEST

LinkedIn: https://www.linkedin.com/in/benjamin-kahle/

Free E-Books: wellingscapital.com/resources

#MultifamilyInvesting

#PassiveIncome

#RealEstateDueDiligence

#CashFlowStrategies

#WealthBuilding

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this webinar replay of The Mailbox Money Show, Bronson welcomes a special panel to explore "Alternative Energy & Tax Advantaged Assets Investing for High Returns in 2026."

The discussion covers opportunities in alternative energy, creative tax strategies, deal flow in shifting markets, and building resilient, high-return portfolios through diversified, tax-efficient investments.

Panelists:

James Rainwater – Expert in alternative energy investments.

Ravi Katta – Specialist in tax-advantaged and structured investment strategies.

Tom Wheelwright – Renowned tax strategist and author focused on wealth-building through smart tax planning.

Ideal for investors seeking strong returns while minimizing taxes in today’s environment.

TIMESTAMPS

0:41 - Welcome!

1:24 - Bronson Equity Promo Video

2:32 - Panelist Welcome

3:54 - Multifamily Market Challenges and Supply Issues

9:17 - Capital Raising Strategies in Uncertain Times

14:35 - Non-Correlated and Alternative Assets

17:03 - Survive Till '25 and Multifamily Recovery Outlook

25:51 - Deal Sourcing Difficulties and Buying Opportunities

30:20 - Shifting to Debt Funds, Industrial, and Medical Investments

34:48 - Biggest Challenges with Alternative Investing

35:28 - Vetting Deals and Operators

39:49 - Leveraging AI as an Investor

47:28 - Bonus Depreciation and Tax Strategies

50:34 - AI Tools and Resources

54:35 - Closing & How to Connect

Connect with the Guests:

James Rainwater

Email: [email protected]

Ravi Katta

Linktree: https://linktr.ee/rkatta

Tom Wheelwright

Email: [email protected]

#MultifamilyInvesting

#AlternativeAssets

#CapitalRaising

#TaxStrategies

#AIinInvesting

#DealFlow

#PassiveIncome

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this webinar replay of The Mailbox Money Show, host Bronson Hill and the experts break down current multifamily challenges, supply absorption timelines, capital raising strategies during uncertainty, non-correlated alternative assets, deal vetting best practices, and how AI is transforming investing. Packed with real-time market insights and actionable advice for both active and passive investors.

Panelists:

Hunter Thompson (RaiseMasters) – Capital raising expert and multifamily operator focused on Phoenix.

Zach Hapenstall (Rise 48 Equity) – Multifamily operator with deep market experience in Sun Belt growth areas.

Patrick Grimes (Passive Investing Mastery) – Advocate for non-correlated assets including debt, industrial, medical, and legal investments.

Tune in for honest strategies to find deals, build resilient portfolios, and thrive in today’s evolving market.

TIMESTAMPS

0:41 - Welcome!

1:24 - Bronson Equity Promo Video

2:32 - Panelist Introductions

3:54 - Multifamily Market Overview and Supply Challenges

9:17 - Raising Capital in Uncertain Markets

14:35 - Non-Correlated Assets and Alternative Investments

17:03 - Multifamily Headwinds and Timeline for Recovery

25:51 - Deal Availability and Buying Opportunities

30:20 - Shifting Strategies to Debt, Industrial, and Medical Assets

34:48 - Vetting Deals and Operators

39:49 - Using AI as an Investor

47:28 - Bonus Depreciation and Tax Questions

50:34 - AI Resources and Tools

54:35 - Closing Remarks and How to Connect

Connect with the Guests:

Hunter Thompson:

See their deals - www.asymcapital.com

Website - raisingcapital.com

Zach Hapenstall:

LinkedIn - https://www.linkedin.com/in/zach-haptonstall/

Website - www.Rise48Equity.com/Invest

Patrick Grimes:

Website - https://passiveinvestingmastery.com/

Alternative Investing Mastery Series - https://passiveinvestingmastery.com/alternative-series-78/

#MultifamilyInvesting

#AlternativeAssets

#CapitalRaising

#RealEstateMarket

#PassiveInvesting

#AIinInvesting

#DealVetting

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick welcome business strategist Carl J. Cox for a powerful discussion on "The Difference Between a Business and a Very Expensive Job."

Carl shares practical insights from scaling multiple companies, revealing how to start and grow a real business instead of just creating more work for yourself. Topics include side hustles for safety, leveraging transferable skills, building genuine value with strong margins and cash flow, calculated risk-taking, buying existing businesses, and treating strategic plans as hypotheses to test.

About the Guest:

Carl J. Cox is a business strategist, entrepreneur, and CEO of 40 Strategy and 40 Accounting. With extensive experience scaling companies across industries, he is the creator of the Captain Method and author of Lost at CEO: An Entrepreneur’s Guide to Strategy. He helps leaders build sustainable, high-performing businesses through strategic planning, succession, and execution.

Packed with actionable advice for aspiring and current business owners, this episode will help you shift from trading time for money to creating real freedom and wealth.

TIMESTAMPS

00:40 - Welcome to the Mailbox Money Show!

01:12 - Statistics on Business Success Rates

01:51 - Guest Intro: Carl J. Cox

02:25 - Avoiding Starting a Business That Becomes Just Another Job

04:19 - Side Hustles and Leveraging Experience

05:56 - Baby Steps for Finding and Starting the Right Business

08:24 - Adjacent Industries and Calculated Risk-Taking

10:09 - Staying Sharp Through Continuous Learning

12:13 - Building Profitable Business Models and Saying No

14:55 - The Role of Experimentation and Testing Ideas

21:31 - Funding, Cash Flow, and Avoiding Growing Broke

26:32 - Buying Existing Businesses from Retiring Boomers

29:59 - Key Takeaways and Closing Remarks

31:39 - How to Connect with Carl J. Cox

CONNECT WITH THE GUEST

Website: 40strategy.com

LinkedIn: https://www.linkedin.com/company/40strategy/

Carl's LinkedIn: https://www.linkedin.com/in/carljcox/

Podcast: Measure Success Podcast

Book: Lost At CEO: An Entrepreneur's Guide To Strategy (Amazon)

Get the book for FREE: [email protected]

#BusinessMindset

#Entrepreneurship

#SideHustle

#BuildABusiness

#CashFlow

#StrategicPlanning

#ScaleYourBusiness

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join host Bronson Hill for this special webinar replay from The 2026 Passive Investors Summit on the Mailbox Money Show. In this expert panel, Bronson is joined by four seasoned operators and investors sharing real talk on navigating the current multifamily market, capital deployment, due diligence, cash flow strategies, and emerging opportunities amid economic shifts.

Panelists:

Tyson Cobb (Timberview Capital) – orthopedic surgeon turned investor, focused on building physician networks and strong deal flow.

Param Baladandapani (Generational Wealth MD) – retired radiologist and mentor helping physicians achieve financial freedom through real estate.

Mike Morawski – 30-year real estate veteran with a focus on southeast multifamily and market cycle timing.

Aleksey Chernobelskiy (GP LP Match) – founder connecting LPs with high-quality GPs and providing deal flow transparency.

The panel discusses everything from vetting operators and conservative underwriting to AI applications in real estate, tax strategies, and why disciplined, long-term investors are well-positioned for the next cycle.

TIMESTAMPS

0:43 - Episode Overview | Wealth Forum

2:01 - Host and Panelist Introductions

3:48 - Current Market Overview: Threats, Opportunities, and LP Capital Trends

5:01 - Panelist Backgrounds

10:00 - Investor Psychology, Market Cycles, and Recovering from Losses

15:54 - Deal Diligence and Vetting Lessons from Recent Years

21:33 - Poll Results and Wire Fraud Warning

22:36 - Bronson's Deal Evaluation Framework (Market > Operator > Deal)

23:44 - Importance of Cash Flow in Today's Market

28:34 - Broader Opportunities, Risks, and Geopolitical Factors (Oil, Baby Boomers, Senior Housing)

32:33 - AI's Impact on Real Estate, Jobs, and Investor Tools

41:41 - Personal Investments Outside Core Business (Precious Metals, Crypto, Asset Allocation)

46:50 - Q&A: Spotting Operators with Realistic Projections

51:42 - Lightning Round: Is This Like 2008 in Multifamily?

52:01 - Panelist Contact Info and Closing Remarks

Connect with the Guests:

Tyson Cobb

Website: timberviewcapital.com

Mobile: 563-209-8488

Email: [email protected]

Param Baladandapani

Website: gwcapital.com

Passive Investment Due Diligence Resource: gwcapital.com/guide

Mike Morawski

LinkedIn: https://www.linkedin.com/company/mikemorawski2

Instagram: @mike.morawski.54

Email: [email protected]

Aleksey Chernobelskiy

Website: gplpmatch.com

Email: [email protected]

#MultifamilyInvesting

#PassiveIncome

#RealEstateDueDiligence

#CashFlowStrategies

#WealthBuilding

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this special webinar replay on the Mailbox Money Show, host Bronson Hill moderates an expert panel on inflation-proof asset strategies during times of volatility. The discussion covers rising oil prices, geopolitical tensions, precious metals demand, central bank buying, COMEX/LBMA dynamics, currency debasement, and why hard assets like gold and silver serve as critical stores of value and portfolio hedges. The panel shares insights on market manipulation, physical supply strains, productivity vs. financialization, and practical advice for building resilience in uncertain times.

Panelists:

David Morgan — Publisher of The Morgan Report and longtime silver market analyst.

Russell Gray — Host of The Main Street Capitalist and economic commentator.

Dana Samuelson — President of American Gold Exchange.

Andy Schectman — President of Miles Franklin Precious Metals Investments.

A timely, high-level conversation for investors seeking to protect and grow wealth amid economic uncertainty.

TIMESTAMPS

0:39 - Introduction to the Webinar & Panel on Inflation-Proof Strategies

1:23 - Bronson Equity Overview & Investor Club

3:32 - Panel Introduction: David Morgan, Russell Gray, Dana Samuelson, Andy Schectman

3:47 - Oil Price Spike, Geopolitical Tensions & Economic Impact

5:53 - Inflation Acceleration, Supply Chain Effects & Central Bank Challenges

8:58 - COMEX Deliveries, Glitches & Market Manipulation Concerns

11:54 - LBMA, Shanghai & Physical Silver Supply Strains

16:37 - COMEX Inventories, Registered vs Eligible Silver & Historical Context

19:22 - Global Demand, Central Bank Buying & Repatriation Trends

24:09 - Silver Deficits, Investment Demand & Tight Physical Supply

28:19 - Gold as Money, Currency Debasement & Portfolio Role

32:41 - Bank of America & Morgan Stanley Shifting to Higher Gold/Silver Allocations

35:43 - Precious Metals Consolidation, Volatility & Outlook

39:33 - Productivity, Main Street Recovery & Monetary System Reform

42:47 - Real Estate Opportunities in Weaker Economy & Precious Metals Outlook

45:10 - Closing Thoughts & How to Connect with Panelists

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

David Morgan:

Website - themorganreport.com

Russell Gray:

Email - [email protected]

Dana Samuelson:

Website - https://www.amergold.com/

Email - [email protected]

Andy Schectman:

Youtube - Miles Franklin Media

Website - milesfranklin.com

Email - [email protected]

#PreciousMetals

#GoldSilverInvesting

#InflationHedge

#EconomicVolatility

#OilPrices

#CentralBanks

#WealthPreservation

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill and co-host Nate Hambrick on the Mailbox Money Show with Dana Marie Berg for a powerful conversation on the failures of traditional education and how parents can better nurture their children’s unique gifts, passions, and purpose. Dana shares practical insights from her experience as a nurse, real estate investor, and education advocate on moving beyond outdated systems, watching the child, incorporating tools like Montessori principles and Colby assessments, and preparing kids for real-world success — including financial literacy.

The discussion explores how to support different learning styles, the role of apprenticeships and vocational exposure, using AI as a tool, and why growth requires embracing challenges.

Dana Marie Berg is a labor and delivery nurse, real estate investor, and author of Ignite Their Passion. She is passionate about reforming education to help every child discover their strengths and live in alignment with who they truly are.

This episode is a must-listen for parents, grandparents, and anyone concerned about preparing the next generation for financial freedom and personal fulfillment.

TIMESTAMPS

0:36 - Welcome to the Mailbox Money Show!

0:40 - Challenges with Traditional Financial Education

1:29 - Nate Hambrick on Homeschooling & Outdated School Systems

2:28 - Introducing Dana Marie Berg & Ignite Their Passion

3:27 - Why Schools Lack Financial Literacy Classes

4:05 - Dana's Journey from Nurse to Education Reformer

5:17 - Follow the Child: Montessori Principles & Observing Interests

6:06 - Tailoring Education to Each Child's Unique Gifts

7:25 - Parenting Large Families & Different Learning Styles

9:48 - Teacher Expectations & the Pygmalion Effect on Performance

11:09 - Teaching Financial Literacy Early with Real-Life Examples

13:39 - Colby Assessments, Vocational Exposure & Apprenticeships

16:14 - Healthy Role of AI in Modern Education

17:32 - Leveraging Challenges for Growth & Lifelong Learning

19:01 - Dana's Vision for a New Montessori-Based School

22:32 - How to Connect with Dana Marie Berg

CONNECT WITH THE GUEST

Website: https://rayvanah.com/

#EducationReform

#ParentingTips

#FinancialLiteracy

#MontessoriEducation

#ChildDevelopment

#LifelongLearning

#Homeschooling