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Roadmap to Wealth: Finance episodes
- Mitigating the Risks on Your Investment Portfolio with Dr. Teddy Tjandra
From the field of Medical Science to banking, finance, and in the world of Real Estate, Dr. Teddy Tjandra will help you build your real estate portfolio and diversify your investment in today’s episode of The Roadmap to Wealth Show. This will be a very interesting one because we have Dr. Teddy Tjandra, a seasoned banker, consultant, and advisor who is willing to share with us his knowledge on building one’s portfolio and diversifying your investment.
If you are also interested in investing in Asia, Australia, the UK, and even in the US, Dr. Teddy Tjandra and his team in Realvantage will be a great help. Stay tuned to learn more about real estate in different continents.
What will you learn from this podcast?
- Diversified properties
- Building an investment portfolio
- How to mitigate risk in building investment portfolio
- Avoiding common mistakes
- Real estate investment trust
- And many more!
Quotations
“You don't put your eggs in one basket.”
“We should avoid finding investment deals that give up high return, that’s too good to be true.”
“If you expect high return, you have to endure, expect high risk.”
“If you can see these pockets of positive growth, it shows that this is not the end of the world or the economy.”
How to connect with Dr. Teddy Tjandra and his team in Realvantage?
Website: Realvantage.co
Linkedin: https://www.linkedin.com/company/realvantage/
Twitter: https://twitter.com/realvantageco
Instagram: https://www.instagram.com/realvantage.co/?hl=en
Facebook: https://www.facebook.com/realvantage
35 min - Diversified properties
- Keep Your Own Tax Dollars Working for You with Dave Foster
Are you intimidated by the rules and regulations of rolling all of your gains into another real estate investment? This question comes up all the time on the online forums, and the answer is made clearer in this interview!
This is what makes this episode of The Roadmap to Wealth Show special because we have Dave Foster as our guest, the expert in 1031 Exchange. He has a degree in accountancy and a real estate investor with 20 years of experience. He is also a well known Tax Strategist and a Qualified Intermediary for real estate closings.
Today you're going to learn all about the 1031 exchange and specifically how it can be applied to real estate syndication investing.
Enjoy listening!
What You Will Learn From This Episode:
- How did the 1031 Exchange become a great investing scheme and why real estate investors are going gaga over it?
- As an investor, learn how to defer tax and leverage your capital to expand an investment portfolio.
- How do you use 1031 in investment syndication? Is it really complicated?
- What is the holding period for a 1031 Exchange property?
- What qualifies and what does not qualify for a 1031 exchange?
- Can you do a 1031 exchange with a co-investor?
- 1031 Exchange is a part of the tax code of the USA, but can foreign investors use it?
- Is the profit from a 1031 Exchange really that lucrative?
- The four options to get cash out from a 1031 exchange.
- How to use the 1031 Exchange to leverage your capital and what are the challenges?
- How many times can you do an 1031 exchange? Is there a limit?
- What happens when you sell a property bought from a 1031 exchange?
- In a 1031 exchange, who holds the money until purchase?
- Why is there a need to hire a Qualified Intermediary and important advice when to hire them?
- Plus so much more on the concept of defensive investing using 1031...
Quotes:
"We journey through life and out of necessity we take a left turn one day and that changes everything for us."
"When you start to put that into perspective that becomes very much like what Albert Einstein called the eight wonder of the world, which is compound interest."
"That's the beautiful thing about 1031, it's absolutely flexible, in type and in numbers and in location."
"The philosophy in real estate is, you make money in real estate when you buy it. In 1031 exchange, you keep all of your money when you sell it."
"The greatest risk in any kind of investing is not what the value of your property is. Your greatest risk is not what the value of your property is, only if you have to sell it."
Connect with Dave Foster:
www.the1031investor.com
40 min - How did the 1031 Exchange become a great investing scheme and why real estate investors are going gaga over it?
- The Beauty of an Accounting Career with Ken Boyd
Accounting plays a vital role in the world of business. It will keep you on track with all the expenses, and anything about your company’s finances. Even starting a business, having an accountant is very important. CPA will help you, as a business owner, investor, or stakeholder, in mitigating risks when it comes to your finances and even their knowledge about tax.
Our guest Kenneth W. Boyd is the Cofounder and Chief Educator for accountinged.com, an online education provider in establishing finance and accounting professionals. He also runs the blog Accounting Accidentally, a one-stop-shop for insight into all things accounting. As a former Certified Public Accountant (CPA), Auditor, Tax Preparer, and College... Professor Boyd brings a wealth of business experience to education and a great deal of educational experience to the business world.
What You Will Learn From This Episode:
- What to love about accounting
- Where to find good sources of information in nailing a CPA exam
- The advantage of having a CPA and its impact to your business
- Importance of starting a financial goal
- The common financial mistakes the people do
- Compound interest
- Sticking to a budget
- How to start on a low budget business
- Risk tolerance
- Taxation issues
- How to reduce investment risks
- What to do as a business owner during this pandemic
Connect with Ken Boyd:
Youtube: Ken Boyd STL
Blog
Resources:
https://www.ais-cpa.com/about/
https://www.accountingaccidentally.com/about-us-books/
17 min - 7 P’s of Property Investing with Chantal Matthews
Are you having doubts of investing your money? Thinking when is the best time to invest your money and where to invest it? This episode in The Roadmap To Wealth Show, with our guest, Chantal Matthews will enlighten us about investing.
Chantal Matthews is a property investor that helps investors that have little time available to find property investments in the UK. She’s also an entrepreneur, and a speaker. She’s also the Director of Endless Property Solutions Ltd. and the author of the book entitled. “How to pick the right one, Five Steps to pick an Accountant that can Save You Tax”.
Stay tuned for meaningful learnings in this podcast.
What You Will Learn From This Episode
- When is the best time to invest
- Investing money during the pandemic
- Importance of 3 C’s in property investing
- Service that they offer to clients
- Different investment strategies
- Tips in investing
- What to look for in a property before investing
- 7 P’s that you should have in property investment
Connect with Chantal Matthews
Website - https://www.endlesspropertysolutions.co.uk/
Instagram - https://www.instagram.com/endlesspropertysolutions/
Twitter - https://twitter.com/EndlessProperty
52 min - Bulletproof Cashflow with Agostino Pintus
Lots of people will encounter different sides of life. Some may be successful in their chosen path, but for some, it is the other way around. Whatever life gives us, let us try not to give up but choose to see it from a different perspective and opportunity.
In today’s podcast episode in The Roadmap to Wealth Show, our guest, Mr. Agostino Pintus will tell us that life is not an overnight success. He is a real estate entrepreneur that specializes in multi-family real estate, syndicator, and investor. Through his Bulletproof Cashflow, he helps people to get started into business.
Let’s start to learn from the experiences that Mr. Agostino Pintus is going to share with us. Enjoy!
What You Will Learn From This Episode:
- Our own experiences in life will be a great motivation to move forward
- What is multi-family? And why invest in it?
- How to cope up with bad deals
- How to prevent having bad tenants
- Acquire knowledge in multi-family strategies and asset management
- How to conquer business during this pandemic
- Things to keep in mind on how not to lose the only source of income
- Where to get access or resources especially for new investors
- When to start investing and what are the risks incorporated to it
- How to look at your future in the business positively
Connect with Agostino Pintus:
Web: bulletproofcashflow.com
Youtube: https://www.youtube.com/c/BulletproofCashflow
47 min - WISE Investments with Shameed Chris Khan
Are you looking for ways on n what you can do with your money during this pandemic? This is what everyone is thinking right now. We should be wise on how to spend our money.
In this podcast interview, Shameed Chris Khan the creator of WISE Investment, which stands for working, investing, saving, and earning, will give enlightenment on how to properly manage your money. Let us start to listen and learn.
What Will You Learn From This Episode:
- What is WISE investment?
- How can you diversify your investment to avoid crashing and mitigate risks?
- What should people be preparing for this pandemic?
- Is it the right time to prepare for retirement?
- What should be included in one’s asset portfolio?
- How to balance and properly divide your budget? And how to stick to it?
- How can parents teach their kids about financial literacy?
- Why should delayed gratification be practice?
- What stocks should we invest in?
Connect with Shameed Khan
www.wiseinvestments.ca
Instagram
Facebook
23 min
About Roadmap to Wealth: Finance
From the publisher's feed
Have you always wanted to learn how to start investing? Generating a passive income could help you save money for retirement, or fill-up your financial gaps, helping yourself and your family to have…
stability and financial freedom. The Roadmap to Wealth brings along world-leading experts that will inspire, teach, and educate you each episode. This show is hosted by Nifty Boss, Educational, Networking, Marketplace platform where you can learn, connect, communicate, create and promote your business and investment ideas, as we gather an international community of like-minded people.