Purpose-Driven Wealth

Purpose-Driven Wealth

By Mo BinaBusinessInvesting
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Purpose-Driven Wealth episodes

  • Episode 65 - Internationalizing Your Wealth - Do You Have A Plan B?

    Information is a tool. Some information you think might not be relevant could be used against you in a way you never expected. So you might think you have nothing to protect and so nothing to hide today, but it can change on a day-to-day basis. Join Mo Bina, and guest, Mark Nestmann, in this episode as they discuss financial privacy and protection. Mark shares that this information could be used to take your wealth. For wealth protection, a private account can be opened at a private bank in one of the wealth haven countries, get it off the domestic radar screen, and have it invested in various ways. There's more to unpack in this episode! So tune in and enjoy!

    In this episode, Mark talks about…

    • How he got started in the business of privacy
    • How do you protect your wealth from someone who thinks they're more entitled to it than you?
    • The Lifeboat Strategy
    • The easiest way to become a citizen of another country.
    • Is there any point in internationalizing and diversifying your wealth?
    • The Alpha's Strategy.

    About Mark Nestmann…

    Mark Nestmann is the founder of The Nestmann Group, a US-centric consultancy that helps mostly American clients protect your assets, preserve your wealth and safeguard your future.

    His work has been featured in well-known media outlets including The Washington Post, ABC News, The New York Times, Bloomberg News, Business Week and Forbes.

    In addition, he has been featured in popular niche publications including The Harry Schultz Letter, The Daily Reckoning, International Living and Simon Black's Sovereign Man Confidential. He has also regularly appeared on Jim Puplava's Financial Sense Network, LewRockwell.com, The Oxford Club, The Sovereign Society and many others.

    He holds a Masters of Law (LL.M) in international tax law from the University of Vienna.

    Catch Mark Nestmann on…

    Website: https://www.nestmann.com/

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    43 min
  • Episode 64 - Vines and Wine - Creating Value in Texas Vineyards

    Don't miss this special episode of Mo Bina's Purpose-Driven Wealth podcast, "Vines and Wine - Creating Value in Texas Vineyards," with guest Mason Moreland. A reformed biologist, Mason has been investing in real estate since graduating college and is now explicitly focused on Texas vineyards. Mason shares the innovative approaches his team is taking to increase their number of vineyards. He also covers the numerous benefits of mechanized grapevine management, from improved efficiency and reduced labor costs to Texas's competitive advantages over California for grape growing. Plus, he explains how his team uses syndications to raise investor capital for their projects.

    Tune in to hear all the details of Mason's unique approach to investing in Texas vineyards!

    In this episode, Mason talks about…

    • Mason's journey in real estate investing.
    • Different types of lenders in the process of refinancing and how they value vineyards.
    • Can we acquire more vineyards and take advantage of economies of scale if these vineyards are in proximity to each other?
    • Does Texas have any competitive advantage over California regarding growing grapes?
    • Most of the varieties you'll see in vineyards here are totally off the wall.
    • And so much more!

    About Mason Moreland:

    Mason Moreland is a Vineyard Syndicator | Real Estate Investor.

    Mason is responsible for growth, process improvement, and finance/risk management at TVC. His superpower is underwriting unique assets, and his passion is finding overlooked opportunities and seizing them. Though he focuses on the Texas vineyard niche currently, throughout his career he has worked in residential real estate investing, oil and gas, and environmental consulting. He is a herpetologist by training and is an alumnus of Texas Tech University. He likes to spend his time with his growing family of six and doing anything that is challenging! If Mason is not on the phone, in the spreadsheets, or in the vineyard, you can find him backpacking in the mountains of Colorado, working on his garden with any (or all) of his daughters, or volunteering with his local chapter of Knights of Columbus.

    Catch Mason Moreland on... https://www.texasvinecountry.com/

    https://www.linkedin.com/in/mason-moreland/

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    37 min
  • Episode 63 - Using Real Estate to Beat Inflation

    Don't miss this informative episode of Mo Bina in Purpose-Driven Wealth podcast, "Using Real Estate to Beat Inflation," with special guest, Jason Hartman. Join them as they discuss the power of real estate and how you can use it to beat inflation and create wealth. Learn how inflation-induced debt destruction works and why it is such an effective tool for real estate investors. Find out what markets and properties to look for to maximize your returns and create long-term wealth. Get insights from Jason on how to manage your investments and what to look out for to make the most of your real estate investments.

    Tune in now and start your journey to beating inflation with real estate!

    In this episode, Jason talks about…

    • Jason's journey in real estate.
    • The value of the dollar is going down for most people.
    • What's going on in the real estate market?
    • Mortgage burden as a percentage of disposable income
    • Why aren't builders building entry-level housing like they used to?
    • And so much more!

    About Jason Hartman:

    Jason Hartman has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His companies help people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide. Jason's Complete Solution for Real Estate Investors™ is a comprehensive system providing real estate investors with education, research, resources, and technology to deal with all areas of their income property investment needs.

    Catch Jason Hartman on... Website: https://www.jasonhartman.com/

    Facebook: https://web.facebook.com/jasonhartman.com?_rdc=1 HYPERLINK "https://web.facebook.com/jasonhartman.com?_rdc=1&_rdr"& HYPERLINK "https://web.facebook.com/jasonhartman.com?_rdc=1&_rdr"_rdr

    Twitter: https://twitter.com/JasonHartmanROI

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    40 min
  • Episode 62 - How Can You Leverage Blockchain Assets?

    Join your host, Mo Bina, and guest, Jesse Krieger, the founder of Lifestyle Entrepreneurs Press, as well as Co-Founder and Chief Content Officer of Powerfan.io, as they talk about leveraging Blockchain assets. In this episode, Jesse Krieger discuss how PowerFan is a blockchain-based platform for content creators to monetize their content. He also explains how investors can take advantage of the staking feature of the platform to earn up to 100% APY on their investments. Finally, Jesse shares how PowerFan can be used to help build a brand or business, and that while the platform is technical, the process of using it is not more complex than using any other platform.

    In this episode, Jesse talks about…

    • What motivated Jesse to start Power Fan.io?
    • What's the overall range of options that people can use?
    • What is an NFT and how does it play a role in the platform?
    • What is a 30-day lockup?
    • What is MetaMask?
    • And so much more!

    About Jesse Krieger:

    Jesse Krieger is an International Best-Selling Author & Founder of The Publishing Consultants Jesse sits squarely at the intersection of publishing and promotion – having signed two publishing deals on two different continents and navigated the world of becoming a best-selling author twice. It has been his honor to work with 100+ authors from around the world to achieve their dreams of writing and publishing a book. With constant exposure to books, trends in publishing and the latest marketing techniques for authors, Jesse has a superpower to see the meaning beneath your words and help craft titles, website copy and your unique author language quickly and effectively. In addition to being featured on over 50 media outlets for his best-selling book Lifestyle Entrepreneur, Jesse has been an entrepreneur his entire adult life and holds degrees from University of California, Berkeley, as well as National Taiwan University and Beijing Normal University.

    Catch Jesse Krieger on... Website: https://powerfan.io/

    https://www.jessekrieger.com/

    [email protected]

    YouTube: https://www.youtube.com/channel/UCxVcXAZL_KBKZ7jN0rOKIXw

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

    Twitter: https://twitter.com/le_jessekrieger

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

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    34 min
  • Episode 61 - Is Your Investment Thesis Based on Ideology or Reality?

    Join your host Mo Bina and guest, Matt Cole, Executive Vice President, the head of product and investments at Strive Asset Management, as they talk about the negative impact that the ESG movement has had on the energy sector. He explains how large asset managers have used their influence to push through shareholder proposals that are not in the best interest of the companies, causing energy companies to make poor decisions and cutting their capital expenditures. This episode also outlines how Strive is working to liberate the energy sector from these negative impacts and is offering competitive fees and services to investors.

    In this episode, Cole talks about…

    • Strive was founded by Vivek Ramaswamy
    • How the ESG movement is being held hostage by the asset management industry.
    • The politicization of the asset management industry.
    • Social unrest in the world and the need for energy.
    • How do the fees compare to other ETF's?
    • And so much more!

    About Matt Cole:

    Matt Cole is the Head of Strive Asset Management's Investment Office & Global Fixed Income. Matt is the Portfolio Manager for Strive's existing passive equity ETFs and will be the lead portfolio manager of Strive's upcoming actively managed ETF portfolios. Prior to joining Strive, Matt was a Portfolio Manager at CalPERS, where he oversaw more than $70 billion in actively managed and beta replicating Fixed Income portfolios. During his 16 years at CalPERS, the actively managed portfolios Matt directed were among the best performing in the investment industry and did not underperform their benchmark in any single year.

    Catch Matt Cole on…

    Website: https://strive.com/ Twitter: https://twitter.com/StriveFunds LinkedIn: https://www.linkedin.com/in/mattcole-cfa/

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    49 min
  • Episode 60 - How Does Private Money Lending Work?

    When one applies for a loan, the process could take several days, only to find out that it was denied. In this episode, Mo is joined by Bradley, CFO/CIO of S&L Capital Group. Bradley shares that borrowers need not talk to an account executive, to an account manager, then have to deal, then go to underwriting, only to find out fourteen days later that they do not have a deal even on a straightforward bridge loan. So he and his business partner found a way to leverage all the available technologies to keep the cost down and cut all the fat out of operation so clients can get an answer on day one. He even dives into the details of private money lending. So if you want to learn more about it, tune in and enjoy!

    In this episode, Bradley talks about…

    • How Brad met his business partner
    • The hard part of hard money loans
    • Technological changes in private money lending
    • What is the underwriting process like for passive investors?
    • His target asset classes in his business

    About Bradley Laddusaw…

    Brad Laddusaw, CPA, graduated from California State University, Fullerton, with a double major in Accounting & Finance. He started his career in the audit practice of Ernst & Young, where he serviced clients in the Real Estate, Home Building, and Retail Consumer Product industries. Subsequent to leaving Ernst & Young, he joined the Investor Relations team at a Los Angeles-based private lending company, where he quickly moved up the ranks to Vice President of Finance.

    In July 2017, Brad started S&L Capital Group, a Southern California-based private lending firm, with his business partner, Corey Siegel, another Cal State Fullerton alumni. Since entering the private lending industry, he has been involved in underwriting and directly placing over $200,000,000 in trust deed investments to accredited investors and Family Offices.

    Catch Bradley Laddusaw on…

    Website: https://www.slcapitalgroup.com/

    [email protected]

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    29 min
  • Episode 59 - The Secret of Successful Capital Raising

    In this episode, Mo is joined by Ben Kogut, partner and investor relations specialist at HJH investment, and they talk about successfully raising capital. Ben shares that their strategy is to buy assets with significantly less competition and are occupied by high-credit tenants with long-term leases. This makes the cash flow predictable, allowing them to structure syndications to pay dividends to their investors immediately. He also talks about the importance of focusing on one niche and the four rules of cash to be successful. There's more to unpack in this episode, so tune in and enjoy!

    In this episode, Ben talks about…

    • How Ben got started in commercial real estate.
    • Cap rates for multifamily
    • Why he's not involved in the multifamily space.
    • The importance of having a mentality of indifference in the investment process.
    • Why he started the Real Estate Niche Show.

    About Ben Kogut…

    Ben Kogut is a partner at HJH Investments, specializing in investor relations. Ben is also an Austin, Texas-based commercial real estate broker with more than 15 years of experience. His passion is to help investors make wise decisions. Ben studied government and business at the University of Texas and later earned an MBA from the Acton School of Business; he is also CCIM certified.

    Catch Ben Kogut on…

    Website: https://hjhinvestments.com/

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

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

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    30 min
  • Episode 58 - How to Craft Raw Land Investing

    Join your host Mo Bina and guest, Tim Krause, head of Investments Crafted, a boutique real estate company that buys and sells raw land. Tim shares his apprehension about going back to real estate investing as he witnessed how everyone he knew who was into real estate lost everything through the crash. So he got into different jobs and started a video production company to veer away from real estate. Surprisingly, he had most production jobs in real estate investing, slowly bringing his interest back. Eventually, he ran across land investing by talking to a client, which required him to research land flipping. He tiptoed his way back by buying a three-acre piece in Arizona for 1800 bucks and became an expert in land flipping since then. To learn more about how Tim adds value to the market, tune in and enjoy!

    In this episode, Tim talks about…

    • Saving on transaction costs
    • How he gets his margin in the business
    • Structuring deals and opportunities for investors
    • How he finds the sellers that are interested in his property
    • What is a secured investment?

    About Tim Krause…

    Tim Krause has been in and around real estate for the past 20 years. It started when he was 13 years old and worked as a handyman in his Opa's apartment complexes. From 2005-8, he helped his parents flip about 14 houses. In 2007, he got his real estate license, and only a year later, he watched his parents lose everything after the 2008 housing market crash. After that, he tried many different jobs, swearing he would never return to real estate. About 11 years later, he quit his latest job and started his own video production company. He continued that business for three years, mainly working for real estate professionals. It reignited a drive to get into real estate again, so he started a land investing business in January 2020. He had since become enough of an expert to be featured in an interview and several real estate investing space podcasts in sharing his tips.

    Overall, he focuses on how to give the most value to his lenders, sellers, and buyers.

    Catch Tim Krause on…

    Website: https://investmentscrafted.com/

    Email: [email protected]

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    58 min
  • Episode 57 - What is the Value of a Wealth Plan?

    "Rich beyond money." This phrase is the tagline of Freedom Family Office, a company where our guest, Peter Culver, is one of the founders and the chief wealth strategist. Peter shares that most of his entrepreneur clients are, by definition, wealthy, but they're looking for more than just monetary wealth. They wanted to be able to do what they wanted to do with the people they wanted to do it with and not worry about money. In addition, some want to sell their business and ask how to lessen the amount they pay for taxes. So Peter assists them in creating a wealth management plan to help them achieve the ideal life they aspire to have and even lessen their taxes. To know more about Peter's process of crafting wealth management, tune in to this episode with your host, Mo Bina.

    In this episode, Peter talks about…

    • Peter's background in wealth management
    • The three pillars of financial freedom, personal success, and living legacy
    • The freedom journey
    • What is the difference between alternatives and public investments?
    • Are there criteria to be able to work with Freedom Family Office?

    About Peter Culver…

    With over 25 years of experience in wealth management, Peter is responsible for building a custom wealth plan for each client. He begins with a detailed review of their current asset allocation, fees, and performance, culminating in a tailored strategy that realizes their goals and values.

    After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into wealth management, representing trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT, and later as President of State Street Bank and Trust Company of CT. For 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.

    Catch Peter Culver on…

    Website: https://talktofreedom.com/

    https://freedomfamilyoffice.com/

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    48 min
  • Episode 56 - The Journey from Wall Street to Main Street Investing

    Join Mo Bina and Dan Kryzanowski in this exciting episode of Purpose-Driven Wealth. "Education is Huge!" You might think it's cliche, but to Dan, It's everything! Learn to adjust and adapt as real estate evolves. Dan speaks about his journey from his life at Wallstreet to a successful real estate advisor, investor, and partner. There's more to unpack in this episode. So, tune in and enjoy!

    In this episode, Dan talks about…

    • Industrial real estate
    • What he learned from working with sponsors and syndicators
    • How self-directed IRA works
    • Why you should diversify your investment
    • Why Dan loves investing in entrepreneurs and startups
    • Blockchain, Crypto, and NFTs

    About Dan Kryzanowski…

    Dan Kryzanowski is an active real estate advisor, investor, and partner. Dan has raised millions of dollars across multiple channels, including accredited investors, family offices, and investment advisors, while empowering his partners to grow seven figures on various occasions. He specializes in niche segments, such as industrial and self-storage, complemented by a deep knowledge of tax-advantaged investing.

    Dan, a Wharton graduate, previously led commercial real estate initiatives for GE Capital in Mexico and South America. He also received an MBA from Thunderbird School of Global Management, graduating with Distinction (top honors). In addition, Dan holds Series 7 and 66 licenses, is a licensed Project Management Professional (PMP), and recently served as Corporate Board President for Hugh O'Brian Youth Central Texas (HOBY). Dan lives with his wife and son in Austin, TX.

    Catch Dan Kryzanowski on…

    www.bvcapitaltx.com

    https://www.linkedin.com/in/danielkryzanowski/

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    Medium: https://mobina.medium.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index

    46 min

About Purpose-Driven Wealth

From the publisher's feed

Achieving financial freedom can be one of the most rewarding experiences of your life. Each week, join Mo Bina, as he interviews guests on topics related to alternative investments, mindset, goal…