In this episode of The WELLthy Investor Show, host Matias sits down with Sally Marie Gimon, a seasoned real estate investor and insurance agent who transformed her financial future through the power of Spendthrift Trusts. After a series of life-changing events in 2018, Sally embarked on a journey to find ways to protect and grow her wealth while minimizing taxes. She discovered the incredible benefits of Business and Beneficial Spendthrift Trusts, which have helped her and countless others legally defer capital gains and protect their assets from potential lawsuits.

Sally shares her inspiring story of overcoming financial challenges, her strategic approach to real estate investing, and the invaluable lessons she's learned along the way. She explains how Spendthrift Trusts work, their legal standing, and how they can be a game-changer for investors, business owners, and anyone looking to safeguard their financial future.

Tune in to learn how you can apply these strategies to your own investments and secure your wealth for generations to come. Whether you're a seasoned investor or just starting out, this episode is packed with practical insights and actionable advice that you won't want to miss.

Sally's Recommended Book: The Power of your Subconscious Mind: https://amzn.to/3KR9ryA

Sally's Links:

Spendthrift Trust: https://thetrustisyou.com/?rf=QnHeFvwXLhbr5u96V6mT [https://email.mail.themaxcommunity.com/c/eJx0Uk2P2ywY_DXm5pXBgJ0Dh3fzJmnSqOrHdrftxcLwOEZrwAVsN_31laNVtYftdXjmQzOoxmghT-y-e-rvj8fPv4st08-HxSItoMV1i5H2VhonrDTDXerByl_KWzs5k653ytuX98YvDkLszdik6whCXsCp6w3VCASucF3iihYcwarUWIhRXmC1__B4v_1pv388vd_tJDv3h6fq4eXqJrX48NwNfnmFrTQo2YaVnc55UbU5xVjnbcsgx7xV0FVtTYv6NSUmGFdep6hUUskc47LOKZUkrzVtcwKbCjhlALpD4GYTvLPgkhiD15NKxjvUi6ogFdWwIYoTDqRlRKqSMwIcCt1hjYwgBaEFxyUhpCT8TlO6obIluOqKilQyo8U_uxxEn9IYs_K_jOwzsk89pDDFZOLVT-vFCpf70GXl_5_cO9jPy7dz3wY2bfgjtw9o8LdFf6RDms9q-rqNmn05lcfdyJCF1Hst5GjQGPxsNAQxgNTKOwcq-YCCSD0sMAypvxo3Q0w-ZLS43PKu-aKfggJxazU3cc7XbSCgJFbjN12TUN42b36xJCA1f9edBfkTAAD__5mN3w4]

https://www.instagram.com/sallygimon/

https://www.youtube.com/@sallygimon

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content.  ***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research

TimeStamps:

00:00 Introduction to The Wealthy Investor Show

00:17 Summer Plans and Family Time

00:41 Exciting Summer Activities

01:20 Challenges of Podcasting During Summer

01:48 Morning Routines and Deck Enjoyment

02:01 Introducing Today's Guest: Sally Gimmon

02:05 Sally's Journey into Real Estate

02:44 Discovering Spendthrift Trusts

06:36 Sally's Real Estate Success and Tax Challenges

11:42 Seller Financing Strategies

18:16 Explaining the Spendthrift Trust

20:12 Understanding Tax Filing Statuses

20:20 Tax Brackets and Capital Gains

21:20 The Role of a Trust in Tax Savings

26:16 Real-Life Examples of Trust Benefits

31:26 Generational Wealth and Trusts

34:41 How to Get Started with Trusts

38:16 Conclusion and Contact Information

In this episode of The Wealthy Investor, hosts Matias and Erica dive into the importance of balancing wealth with holistic health, exploring the nuances of self-love, assertiveness, and setting realistic goals. The conversation also highlights the unique dynamics of their personal relationship, shedding light on societal pressures faced by women. Later, they feature James Brown, an investor from Colorado, who discusses his lease-to-own strategy in real estate, offering insights into helping clients transition from renters to homeowners successfully. James shares his background, the intricacies of his investment strategies, and the additional vetting processes involved in real estate syndications.

Recommended book: The Full Fee Agent - https://amzn.to/4ci1KNH

James Brown Links

https://hybridrealestateinvesting.com/

http://legacywealthcollective.com/

https://www.instagram.com/jamesbrown.corealtor/

https://linktr.ee/partnerwithjamesbrown

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content.

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

Timestamps:

00:00 Introduction to The Wealthy Investor Show

00:18 Debate on Self-Worth and Accomplishments

02:21 Understanding Societal Pressures on Women

07:02 Balancing Grace and Excuses

10:34 Interview with James Brown: Real Estate Insights

12:50 James Brown's Alaskan Adventures

20:12 Transition to Real Estate

26:04 Deciding to Sell a Problematic Property

26:54 Challenges of Rental Properties in Declining Areas

28:26 Return on Equity: Cash Out or Sell?

29:32 Balancing Debt and Investment Strategies

30:27 Lease to Own: A Win-Win Model

32:12 Setting Up Clients for Success in Lease to Own

33:44 Helping Self-Employed Clients Qualify for Mortgages

35:16 Navigating Cultural and Legal Hurdles

49:42 The Importance of Due Diligence in Real Estate Investments

51:59 Conclusion and Contact Information

Join host Mattias on this episode of The Wealthy Investor as he dives into the world of real estate with guest Lisa Moore from Salt Lake City. Despite Erica's absence due to a family celebration, Matias keeps the show engaging with insights into their current investment strategies, including the BRRR method and dealing with challenging properties. Lisa Moore shares her journey in real estate, focusing on multifamily investments, value add opportunities, and the importance of having a clear financial goal. They discuss various strategies for newcomers, the importance of building relationships, and her experiences managing properties. Additionally, Lisa offers valuable advice on finding balance and maintaining a positive mindset, making this episode a must-listen for both aspiring and seasoned real estate investors.

Recommended Books:

Managing Rental Properties - https://amzn.to/4bLpyK4 

Vivid Vision - https://amzn.to/4ee4dKI 

Best Ever Apartment Syndication Book - https://amzn.to/4bQmvjG

Follow Lisa:

https://moorelifecapital.com/

https://www.instagram.com/mooredoorswithlisa/

https://www.facebook.com/lfield12/

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content.

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

In this episode of The Wealthy Investor Show, hosts Matias and Erica discuss their weekend camping trip, family hardships, and the importance of holistic health. They are joined by guest Jacopo Iasiello, an investor and real estate broker from Miami with an inspiring story of resilience and success. Jacopo shares his journey from Italy to the U.S., overcoming setbacks, and his insights on creating abundance in life. The conversation touches on his upcoming book, 'Healthy, Rich, and Happy,' which offers practical strategies for achieving success. Join them for an enriching discussion on wealth, health, and the power of dreaming big.

Recommended Book: Rich Dad Poor Dad - https://amzn.to/3XEmnQf

Follow Jacopo: 

https://www.jacopoiasiello.com/

https://www.instagram.com/jacopoiasielloinvestorbroker/

https://www.facebook.com/jacopoiasiellorealestate/

https://twitter.com/JacopoIasiello

https://www.linkedin.com/in/jacopo-iasiello-50936244

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content. 

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

The episode also features a guest, Kara Mims, a successful real estate agent and broker from the Hampton Roads area, who shares her journey in real estate, the importance of self-care, setting boundaries for work-life balance, and providing practical advice for both new and seasoned real estate professionals. They emphasize the importance of delegation, setting expectations with clients, and being strategic about business growth and personal well-being.

Recommended Books:

Ninja Selling - https://amzn.to/3VFcAYv

Help Them Thrive - https://amzn.to/3xj3Iyv

Connect with  Kaéra Mims:

https://www.facebook.com/KaeraMimsRealtor

https://www.instagram.com/kaeramimsrealtor

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

https://twitter.com/homesbykaera?lang=en

Follow us on social media https://linktr.ee/thewellthyinvestorr [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUpjTFlDYmxqMWZ3bXMxTDJyTGF3MFJrZEZkUXxBQ3Jtc0trUFloMEN6OHgtb1pHWms5eU1rYXFELVUzQjA4eF9keDRJOUc2WkdNcDNBLWtsT2NzMmVYbzZXcHFSUTJ1RUZfc0lYc01zb3NiNGZYaTF0Z2NOc0wxamZ0ZXFQenhrdGRmMC1pdUNfWGFrd1o5NktPVQ&q=https%3A%2F%2Flinktr.ee%2Fthewellthyinvestorr&v=PvSubeKhtJU] for updates and more enriching content. 

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

In this episode of the Wealthy Investor Show, hosts Matias and Erica sit down with real estate investor Chase Lauderback to discuss his journey from a college student interested in real estate to becoming a well-informed investor deeply involved in both flipping homes and commercial investing. Chase shares insights from his experiences, including the lessons learned from his first property flip during college, growing into partnerships and syndications, and ultimately venturing into mobile home parks for better cash flow and financial freedom. He emphasizes the importance of education, starting small, leveraging assets, partnerships, and mentorships to reduce learning curves and accelerate success in real estate investing. The episode also touches on personal finance strategies for investors, the impact of becoming a new father, and the benefits of syndication structures for both general and limited partners, highlighting the importance of trust and alignment in investments.

Recommended Book: Who Not How - https://amzn.to/45u9XfC

Follow Chase at: https://www.linkedin.com/in/chase-louderback/

Follow us on social media https://linktr.ee/thewellthyinvestorr [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTQ1MXlMVHdqV1NaX0tUVDFOb2ZWSTVqRDhFUXxBQ3Jtc0tucUtoRFNxeGs5Q3FMWEt2V2FCQU1VNjJhdmhTbEdSdGdTc0k4OVc5VG53OGxmcVJ3ekJpS2llUmZ1N29yWkEwV1J2MHlkUmRrSlBKSkY4U1lCUUJhNmtKS0VSNjBfVHNUVFg1X2ZFdjFaUXdoYVJScw&q=https%3A%2F%2Flinktr.ee%2Fthewellthyinvestorr&v=feDjKg8KY-A] for updates and more enriching content. Don't miss this illuminating conversation with Ronald Flores—tune in, get inspired, and discover how you too can unlock your path to success.    

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

Join us in this enlightening episode as we sit down with Brandon Vukelich, a distinguished real estate broker based in Seattle. Specializing in investment properties, Brandon brings a wealth of knowledge and firsthand experience with his impressive portfolio of 30 properties. In addition to his prowess in real estate investment, Brandon is the author of "The Rockstar Real Estate Agent Roadmap Vol I." Through his book, he aims to elevate the quality and professionalism of real estate agents nationwide. Tune in as we delve into his journey, uncover strategies for successful real estate investment, and discuss how his insights can forge better, more proficient agents in today's competitive market.

Recommended Book: Never Split the Difference - https://amzn.to/4bVNQ49

Brandon's Social Media:

https://www.facebook.com/BrandonVukelichProperties

https://www.instagram.com/brandon.vukelich

https://www.youtube.com/channel/UC6xLqwEuv54feSKNDlJCkUA

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

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content. Don't miss this illuminating conversation with Ronald Flores—tune in, get inspired, and discover how you too can unlock your path to success.  

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

In this transformative episode of the Wealthy Investor Podcast, join host Mattias as they delve into the remarkable journey of Ronald Flores from his humble beginnings in El Salvador to becoming a real estate tycoon. 

Ronald's story is not just about financial prosperity but a testament to the power of resilience, hard work, and a positive mindset in overcoming life's toughest challenges.  Growing up in a village without basic amenities, Ronald's childhood was marked by adversity. Yet, his unwavering determination and dream of a better life led him to the United States, where his relentless work ethic and strategic investment mindset propelled him from working demanding jobs to becoming a top-producing real estate investor and agent.  

This episode is laden with nuggets of wisdom on how to navigate the real estate market, strategic investment, and the importance of maintaining holistic health amidst wealth building. Ronald shares his unique insights into real estate investing, the significance of creating passive income, and why embracing hardships and learning from failures can set the foundation for enduring success.  Whether you're an aspiring entrepreneur, real estate professional, or anyone seeking motivation to overcome obstacles and achieve your dreams, Ronald's journey will inspire you to take control of your destiny and harness the power of hard work and positivity. 

Join us as we explore how to build wealth without losing sight of holistic health and well-being.  Subscribe to the Wealthy Investor Podcast to hear more inspirational stories and practical advice on how to cultivate wealth and wellness in your life. 

Recommended Book: Secrets of The Millionaire Mind- https://amzn.to/3XmNyPc

Follow Ronald at:

https://www.tiktok.com/@floresronald5?_t=8lyPhwSlVHy&_r=1

https://www.facebook.com/share/kPKXcxaidqttAuRK/?mibextid=WC7FNe

Follow us on social media https://linktr.ee/thewellthyinvestorr for updates and more enriching content. Don't miss this illuminating conversation with Ronald Flores—tune in, get inspired, and discover how you too can unlock your path to success.

***This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

In this episode, Erica interviews Mattias about his background starting from being born a tri-citizen to getting into real estate sales as a REALTOR to diving into the real estate investing journey. 

Recommended Book: How to Win Friends and Influence People - https://amzn.to/3VHzVsN

This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

Subscribe to our podcast and follow us on social media by following this link: https://linktr.ee/thewellthyinvestor

In this Episode we speak with Kristi Kandel!  Through I&D Consulting & Freedom Hackers, Kristi Kandel is redefining real estate development by mentoring emerging developers on projects that not only promise financial returns but also add awesome assets to your community!

After years of navigating hundreds of corporate development projects from inception to completion, Kristi broke away from the nine to five and founded a development & consulting company to help others complete successful development projects!

A couple of years after starting her first company, I&D Consulting, Kristi started investing the profits into her personal real estate portfolio. She currently has 31 doors and is a mixture of short-term and long-term rentals in 3 states. In recent years, she's changed her focus from investing in properties to investing in businesses with great operators, to help them grow. Kristi's passion for changing people's lives, and helping make their dreams come true, is what makes her jump out of bed each morning.

Kristi's 17-year journey in real estate development and investing has transformed her quality of life, and today her team manages over $100 million in development projects each year.

She is passionate about sharing her strategies with you so that you can achieve the same financial success that the vast world of real estate development allows AND play a vital part in reshaping your community!

Freedom Hacker: Someone who breaks away from society's norms and succeeds at life on their own terms, creating freedom of time, relationships, money, and purpose.

Local Real Estate Developer: We empower local entrepreneurs and investors to transform underutilized properties into awesome community assets.

Recommended Book: Who Not How - https://amzn.to/45u9XfC

More ways to connect:

·     https://www.linkedin.com/in/kristi-kandel-4b650a12/

·     https://www.instagram.com/kristikandel/

·     https://freedomhackermovement.com/

·     https://www.localrealestatedeveloper.com/

This information is not intended to be medical or financial advice.  Please consult licensed professionals and do your own research.

If you enjoyed this, give us a review, subscribe to the podcast, and follow us on social media: https://linktr.ee/thewellthyinvestor