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Thinking Like a Bank
Thinking Like a Bank episodes
- Episode 25: Private Money Lending with Alex Breshears
Alex Breshears is a private money lender, short-term rental owner and manager, educator, a limited partner in multifamily syndication, and a community builder who partners with active and passive real estate investors, syndicators, and military spouses to grow their financial independence, knowledge, and professional network.
Alex started a private lending company, Infinite Road Investments, in April of 2020, funding 1st lien and 2nd lien positions for residential property in the Hampton Roads area in Virginia. She also started an educational Facebook group called Private Lending Lessons which offers weekly educational lessons, daily posts for discussion, and opportunities to network with other investors about private lending, and various projects that may need funding. Alex is passionate about financial education and independence for female investors and military spouses. She is currently a chemistry professor, teaching at a four-year university.
This episode talks about:
- What is a private money lender?
- What is a warehouse line of credit and how does it work?
- The advantages of working with a private money lender.
- What are the things to look out for in a Private Money Lender to avoid being scammed?
- Where do private lenders get their funds and capital?
- How to use Infinite Banking to fund private money lending?
- How do taxes and other fees work in private money lending?
- Using Infinite Banking to reduce the tax liability you have as a private money lender?
- Do you need a license to become a private money lender?
Connect with Alex Breshears:
LinkedIn: https://www.linkedin.com/in/InvestPassively2LiveActively/
Facebook Group: Private Lending Lessons
https://www.facebook.com/groups/privatelendinglessons/
To learn more about Infinite Banking and how you can use it with Private Money Lending, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
36 min - Episode 24: How Infinite Banking Works with Drew White
Drew White is a fellow Infinite Banking professional, a former pediatric oncology nurse turned modern wealth consultant for real estate investors, business owners, and athletes. He teaches people how to become their own banker, and strongly believes that everyone should find their banker and control their own money supply. He graduated from nursing school with over $150,000 in student loan debt and then led him to a path of entrepreneurship, real estate investing, bitcoin, and infinite banking.
This episode talks about:
- The concept of Infinite Banking and Becoming Your Own Banker.
- Is Infinite Banking a good choice for you?
- How to use your insurance policy to make other investments?
- How policy loans work with Infinite Banking?
- How Infinite Banking policies can be designed based on clients’ needs and wants?
- Why Infinite Banking is the best asset protection tool?
- Tax advantages of Infinite Banking
Connect with Drew White:
LinkedIn: linkedin.com/in/ibcdrew
Website: ibcdrew.com
Email: [email protected]
Book Mentioned in this Episode: Becoming Your Own Banker by Nelson Nash
To learn more about Infinite Banking and to get a free copy of this eBook, please reach out to us at https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
41 min - Episode 23: Infinite Banking and Residential Assisted Living with Greg Junge
In today’s episode, we are joined by Greg Junge. He has been a real estate investor since 2012 and a realtor since 2015. Greg is originally from Long Island, NY and currently lives in Phoenix, AZ with his wife Mandy and their dog, Buster. He enjoys reading personal development, mindset, and anything related to real estate and sports. He is a co-author of the book Success Habits of Super Achievers. Greg holds an international real estate portfolio, actively investing in residential assisted living and housing. His goal is to help others invest in real estate passively through cash flow now and wealth later using real estate investing.
This episode talks about:
- How real estate syndications could be structured?
- Points to consider before investing as a limited partner.
- Cash Flow, equity, appreciation, and tax advantage of passive investing.
- How to expand your real estate business using infinite banking.
- The importance of personal development and having a proper mindset when it comes to improving goals
To connect with Greg Junge:
Company Website: https://sevenfigurecapital.com/
LinkedIn: https://www.linkedin.com/in/gregoryjunge/
Email: [email protected]
Facebook: https://www.facebook.com/SevenFigureCapital
To learn more about Infinite Banking and how you can use it with real estate and passive investments, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
22 min - Episode 22: How to Lose Money with Paul Moore
Sarry Ibrahim is joined by Paul Moore, the Founder and Managing Partner of Wellings Capital. Paul is a contributor to BiggerPockets and Fox Business and an author of three books. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been a featured guest on 200+ podcasts.
Paul entered the management development track at Ford Motor Company in Detroit. After five years, he started a staffing company with a partner. They scaled and sold the company to a publicly-traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 2000 to protect and grow his own wealth.
He has been in real estate for over 21 years, completed over 85 real estate investments and exits, appeared on HGTV’s House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011.
Despite his busy schedule, one of his goals is to fight against human trafficking.
This episode talks about:
- The benefits of investing in self-storage and mobile home parks
- What is multifamily real estate investing?
- Find out the “intrinsic value" of real estate.
- What is an example of intrinsic value?
- Importance of finding, working and investing with the right operating partner in real estate and or any other types of business.
- How using infinite Banking as a financing tool could be readily available for passive investing.
- What are the tax advantages of a limited partnership?
- The 5-part free e-course on investing in commercial real estate.
To connect with Paul Moore:
- Wellingscapital.com (Company Website)
- https://www.linkedin.com/in/paul-moore-3255924/ (LinkedIn)
- https://www.facebook.com/wellingscapital (Facebook)
- https://www.biggerpockets.com/blog/contributors/paulmoore (Blog)
To learn more about Infinite Banking and how you can use it with commercial real estate and passive investments, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
27 min - Episode 21: Financial Freedom with Courtney Dyer
In today's episode, Sarry Ibrahim is joined by Courtney Dyer, she is the Vice President of Private Bank at Zion Bank. Courtney has over 12 years of experience in the financial industry and specializes in helping clients achieve their financial goals. She works with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. She helps clients analyze their current financial situation by reviewing their total assets, liabilities, and cash flow. Through this process, she advises clients on specific financial strategies to optimize achieving their short-term and long-term financial goals.
This episode talks about:
- How to achieve financial goals on a larger scale, building wealth and achieving financial freedom.
- How debt can be a good thing to help you build cash-flowing assets.
- Understanding the BRRRR Method in real estate.
- What is the best way to find good value properties?
- What are collateralized assets?
- What two main aspects of a loan/mortgage application does an underwriter examine to determine if lender guidelines are being met?
- The importance of working with an experienced advisor
To connect with Courtney Dyer:
Check out Financially Free Journey online to subscribe to the Podcast Make sure to follow Courtney on Instagram!
Courtney’s LinkedIn profile:https://www.linkedin.com/in/courtney-dyer-4b551089/
To learn more about Infinite Banking and how you can use it with real estate investment, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
24 min - How to achieve financial goals on a larger scale, building wealth and achieving financial freedom.
- Episode 20: Commercial Real Estate with Dan Lewkowicz
Today’s guest is Dan Lewkowicz, a seasoned real estate veteran with over 15 years of expertise in the industry. His career started from house hacking and quickly evolved to flip houses in and around metro Detroit. He established a company in 2005 called Disability Made Easy. He eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan. Prior to joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease and a former business development executive for Amazon. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and created a course for aspiring real estate brokers.
This episode talks about:
- Differences and similarities in the process of finding the best broker for residential and commercial property.
- How properties are valued and analyzed using different variables.
- Fundamental considerations on traffic analysis in acquiring a property.
- Understanding demographics can help in predicting sales and database acquisition in a particular area.
- The importance of the 1031 exchange
- Methods used when finding a property.
- Courses offered intended for commercial real estate investing and for aspiring real estate brokers.
- CRE Pro Course
To connect with Dan Lewkowicz, visit:
Linkedin https://www.linkedin.com/in/dan-lewkowicz-7118361/
Contact Information 248.943.2838
Course Information: https://creprocourse.com/cpc/16/
To learn more about Infinite Banking and how you can use it with commercial real estate, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
27 min - Differences and similarities in the process of finding the best broker for residential and commercial property.
- Episode 19: R&D Tax Credit with Randy Crabtree, CPA
In this episode, Sarry is joined by Randy Crabtree, CPA, with 30 years of experience in public accounting and tax consulting. He worked closely with top company executives on tax planning and preparation engagements. Before co-founding Tri-merit, He was a managing partner of a certified public accounting firm. He handles tax consulting activities in a wide variety of industries. He loves to speak at webinars and make presentations on numerous accounting conferences focusing on the R&D tax credit, Cost Segregation Studies, and Employee Retention Credits. Also, he had several articles published related to the subject. Randy hosts an accounting industry podcast called the Unique CPA.
This episode talks about:
- In-depth explanation and understanding of R&D Credits.
- How industry can qualify and maximize the R&D Credits.
- Importance of documentation in supporting the claim and application of a tax credit.
- What are the benefits of this program?
- Difference of credit and deduction from the standpoint of taxation.
- Opportunities and qualifications for taxpayers and business owners under the ERC and PPP program.
- Significance and consideration of correct analysis and calculations of refundable credit and its impact on businesses.
To connect with Randy Crabtree, please visit:
Podcast The Unique CPA
Facebook https://www.facebook.com/TriMerit/
Email [email protected]
Company Website www.tri-merit.com
Contact information : 800.624.1076
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
39 min - In-depth explanation and understanding of R&D Credits.
- Episode 18: Life Coaching with Vikkie J
In this episode, Sarry is joined by Vikkie J, a certified life coach, personal organizer and podcast host inspiring her listeners to live their best life while embracing all that life brings. She is a physical therapist by profession but a life coach organizer by passion. She earned a B.S. in Exercise Science and a doctorate in physical therapy from the REAL HU-Howard University. She completed the Say Life coach program and obtained a certificate for Professional Organizing from the International Association of Professions Career College.
This episode talks about:
- What are the benefits and importance of having a life coach?
- What are the considerations to take note of in finding a tailor-fit personal coach?
- The importance of planning, organizing, and commitment to achieve life and true purpose
- Identifying problems, hurdles, and strategies to overcome the difficulties in achieving goals in a realistic and attainable manner.
- Regaining confidence and finding the right perspective for optimal goal achievement.
To connect with Vikkie J, please visit:
Podcast: Talkin with Vikkie J
Company Website: https://www.lifehappenswithvikkiej.com
Facebook: https://www.facebook.com/talkinwithvikkiej
Instagram: https://www.instagram.com/talkinwithvikkiej/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
23 min - What are the benefits and importance of having a life coach?
- Episode 17: ADA Tax Credit with Terrell Turner, CPA
On this Episode, Sarry is joined by Terrel Turner, a Certified Public Account, creator and host of the Business Talk Library. It is a platform that was born out from a desire to help struggling business owners. Terrell brings over a decade of experience from running Fortune 500 business segments to helping start-ups.
This episode talks about:
- How do ADA tax credits work for some small business owners?
- Eligibility and limitations for small business owners in utilizing ADA credits and other requirements that a business has to meet to qualify for the ADA tax credit.
- What is the difference between tax credit and tax deductions?
- How to utilize the available cash value through infinite banking in order to support the cost of website development and digital marketing.
- Services offered by TLTurner Group.
- Other tax deductions and tax credits that small business owners can utilize to support their digital marketing and/or grow their business.
To connect with Terrel Turner, please visit:
company website: https://www.tlturnergroup.com
Business Talk Library: https://www.businesstalklibrary.com/
Food and Finance Show: https://linktr.ee/businesstalklibrary
LinkedIn profile: https://www.linkedin.com/in/terrellturner/
To learn more about Infinite Banking, please reach out to us at
https://finassetprotection.com/
You can also schedule a free call with us here:
https://calendly.com/financialservicesins
31 min - How do ADA tax credits work for some small business owners?
- Episode 16: Bank On Yourself with Fix and Flips with Benjamin Morgan
Today’s episode involves real estate investing using your whole life insurance policy and other retirement accounts.
Our special guest today is Benjamin Morgan
Benjamin Morgan has been in the Real Estate industry for over 20 years both on the mortgage side of things and also on the investing side of things. He started The Legacy Investment Group about 5 years ago to help homeowners who are facing financial difficulties or who simply want to sell their home without the stress of the traditional process. They are dedicated to helping homeowners regardless of their situation and operate with integrity in every situation.
This episode covers:
- The benefits of investing in real estate passively
- How you can you use your whole life insurance policy to invest in real estate
- Key things to consider when investing in real estate
- Understanding different areas of real estate
Ben can be reached at :
https://www.thelegacyinvestmentgroup.com/
Here is his LinkedIn bio:
https://www.linkedin.com/in/thelegacyinvestmentgroup/
To learn more about how you can use whole life insurance (The Bank On Yourself ® way) alongside real estate investing, please go to:
Finassetprotection.com
Also, reach out to us to request a free copy of Becoming Your Own Banker by Nelson Nash.
15 min - The benefits of investing in real estate passively
About Thinking Like a Bank
From the publisher's feed
Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.
Learn more at https://finassetprotection.com/