Thinking Like a Bank

Managing $150 million in Assets Under Management (AUM) requires a different way of thinking about money and a different way of approaching challenges. It requires you to “Think Like a Bank”.

This is why we are excited to introduce our guest today, Whitney Sewell to share his journey and how he has grown a massive real estate syndication operation.

Founder of Life Bridge Capital LLC, Whitney began his real estate investing career in 2009. Whitney’s passion is working with investors, helping them secure financial security via the exceptional opportunities that multifamily syndication offers. Since founding Life Bridge in 2017, he has secured 900 doors and $125M in assets under management. Whitne also hosts The Real Estate Syndication Show, a daily podcast where he has now interviewed over 850 experts providing cutting-edge tools and strategies of the syndication business.  Whitney and his wife Chelsea are on a mission to help other families through the process of adoption.  They have personally endured the financial burdens that the process puts on families and have committed 50% of their profits to this goal.  Whitney and Chelsea have three children by adoption.

You can connect with Whitney here:

https://www.linkedin.com/in/whitney-sewell/

https://lifebridgecapital.com/

To learn more about how you can use a life insurance policy or other retirement account to become a passive real estate investor,  please visit:

https://finassetprotection.com/

Or you can scheduled a call here:

https://calendly.com/financialservicesins

Debt is of course an overwhelming subject to talk about. Most people who are in debt feel trapped and have nowhere to go. The best solution to this problem is to understand what the banks and creditors are thinking, hence the name of the show; Thinking Like a Bank.

Today’s guest is attorney Shawn Yesner who is going to talk about crushing debt.

Shawn M. Yesner is a Florida native, born in Tampa and raised in Miami. After graduating from Florida State University with a Bachelor of Science degree in Accounting, Shawn enrolled in the Cumberland School of Law, Samford University, graduating with a Juris Doctor (J.D.) Degree in 1998.

Prior to starting his own practice, Shawn was an associate attorney at one of the largest lender

foreclosure firms in Florida. There Shawn learned how to prosecute foreclosures quickly and

efficiently, representing such lenders as Freddie Mac, Department of Veteran’s Affairs (VA),

Chase, Countrywide, and many other subprime lenders in all aspects for foreclosure litigation,

bankruptcy, loss mitigation negotiations, and title insurance /title litigation.

In 2004, Shawn left the plaintiff’s side of the practice to form a law firm focused on helping

homeowners keep their homes or get rid of their homes while incurring minimal liability.. After building a successful multi-practice firm, Shawn founded Yesner Law, P.L., again with the focus of helping homeowners, consumers and others eliminate the financial bullies in their lives.

Shawn has been a speaker at multiple Continuing Legal Education Seminars, Realtor®

Education Seminars and Networking Seminars sponsored by Law Review CLE, National

Business Institute (NBI), the American Bankruptcy Institute (ABI), Business Network

International (BNI), Tampa Bay Business Owners (TBBO), and has authored an article entitled

Loan Modifications Can Help Borrowers Keep Their Homes as part of a book titled Florida

Foreclosure: What Lawyers Need to Know Now published by Thomson Reuters in 2009.

In November 2015, The Crushing Debt Podcast was launched and can now be heard on Apple

Podcasts, Spotify, Stitcher, Google Play, iHeartRadio, and other podcast players.  The podcast

supports the lawfirm, with the message that “everything will be okay.”  In September 2018,

Shawn’s book, Crushing Debt: 9 Strategies to Eliminate Financial Bullies was released and is

available on Amazon.com.

Shawn serves his Tampa Bay community as a volunteer pro bono attorney for the Stetson

University College of Law Veterans Law Institute, and the St. Petersburg Bar Association

Community Law Program.  He is also active within his home community serving on the Board

of Directors and Variance Committee for the Westchase Community Association. Shawn also

coaches his sons in soccer for the Westchase Soccer Association, and basketball at the YMCA.

Shawn, his wife and two sons live in Westchase, FL.

Thinking Like a Bank also involves thinking about how you’re going to grow your business.

One of those ways is through marketing, specifically, online marketing.

Our host; Rouan Kruger, a board-certified pharmacist, turned lifestyle entrepreneur reveals all his strategies and the seeking out of strategies to truly find what it takes to make you thrive. Discover with no fluff, how to truly jumpstart your creative, purpose-driven life. Discover how you can create an online business, using social media, that can help you create time and money freedom. Discover how advanced mindset, goal setting, and time management techniques is a key part of that thrive factor. Discover the tools of how short intervals of stress, can help you breakthrough personal barriers, cultivating stress resilience. Rouan is a big advocate of self-knowledge and how this key to the difference that makes the difference.

Rouan’s LinkedIn: https://www.linkedin.com/in/highimpactagency/

Website: highimpactagency.com

To learn more about how you can use an Infinite Banking/Bank On Yourself ®

Policy for digital marketing;

Visit: finassetprotection.com

Schedule a call with us here:

https://calendly.com/financialservicesins

I’m sure you’ve stumbled upon annuities and wondered if they are a good fit for your portfolio.

Most people have mixed views. Either good or bad. This is typically the case with a lot of financial products and solutions. They are either ‘good’ or ‘bad’ for you. Of course these are subjective terms and the whole good/bad argument really depends on what you want to accomplish. That is the key word; accomplish.

Our guest today is Nick Bates. Nick joined the SET IMO (Insurance Marketing Organization) in January 2019 as the VP of Sales and Recruitment. In this role, he is responsible for sales and recruitment of all lines of insurance for the organization. This includes fixed annuity, life, and long-term care insurance. Nick has worked in the financial services industry for 15 years. He has earned his FINRA Series 7, 24, 63 and 66 registrations along with his life and health insurance licenses in Michigan. He is a graduate of Michigan State University. He lives in Saline, Michigan with his wife Danielle and two children Claire and Cole. In his free time, Nick enjoys anything outdoors and sports related.

Nick is joining us today to share his expert knowledge on annuities and how they work. Tune in to find out if annuities are truly a good fit for you.

This episode will discuss:

To speak to us about reviewing if an annuity is a good option for you, schedule a call here:

Finassetprotection.com

With us today, Brad Costanzo:

Brad Costanzo is a serial entrepreneur, consultant and investor who has started, sold and currently owns several businesses.

His investments range from equities to crypto and private angel investments in companies that range from e-commerce to real estate and even space.

He’s the founder of Costanzo Marketing Group and Costanzo Capital and is the host of the hit podcast Bacon Wrapped Business

Tune in to find out:

To connect with Brad, visit:

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

[email protected]

https://bradcostanzo.com/

https://baconwrappedbusiness.com/

To learn more about Bank On Yourself ®

Visit:

Finassetprotection.com

https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/

Today’s episode takes a deep dive into how to raise capital and start a fund with Bridger Pennington. Bridger is Co-Founder at Investment Fund Secrets, founder of Black Bridge Holdings

Bridger joins us today to share his expertise on the following:

You can connect with Bridger with these links:

LinkedIn: https://www.linkedin.com/in/bridger-pennington-670035127/

Youtube: https://www.youtube.com/channel/UC1_NBRSd-yIX6tyg31RzCew

https://www.investmentfundsecrets.com/training-registration-11

To learn more about Infinite Banking (and Bank On Yourself ®) please visit:

Finassetprotection.com

With us today is a special guest, Marcus Norman, the host of GentleMan Style Podcast and CEO of a real estate investment firm and Property Management company based in Virginia.  Marcus started an investment firm that seeks to achieve higher returns for its investors, board members, and market partners through traditional markets and alternative markets foreign and domestic. Located primarily in the 757 area code and growing. Currently manages $330K in assets under management.

Check out this episode to learn more about:

Connect with Marcus Norman:

https://www.youtube.com/channel/UC6WEsw7y8V_OpSCndGMKC1g

https://podcasts.apple.com/us/podcast/gentleman-style-podcast-god-family-finance-self/id1205759620

[email protected]

To learn more about applying the Bank On Yourself ® strategy to meet your financial goals, visit finassetprotection.com

Schedule a free 15-minute call with us here: https://calendly.com/financialservicesins

With us today is a special guest, Marcus Norman, the host of GentleMan Style Podcast and CEO of a real estate investment firm and property management company based in Virginia.  Marcus started an investment firm that seeks to achieve higher returns for its investors, board members, and market partners through traditional markets and alternative markets foreign and domestic. Located primarily in the 757 area code and growing. Currently manages $330K in assets under management.

Check out this episode to learn more about:

Connect with Marcus Norman:

https://www.youtube.com/channel/UC6WEsw7y8V_OpSCndGMKC1g

https://podcasts.apple.com/us/podcast/gentleman-style-podcast-god-family-finance-self/id1205759620

[email protected]

To learn more about applying the Bank On Yourself ® strategy to meet your financial goals, visit finassetprotection.com

Schedule a free 15-minute call with us here: https://calendly.com/financialservicesins

Join us for today’s episode with Serg Lupescu. Serg shares his expertise and background on Residential Assisted Living (RAL) and why this niche is unique to operators and real estate investors. Serg shares how this is a growing niche in real estate along with the financial benefits to those involved in this niche. Also, Serg shares how this helps those aging and in need of RAL.

You can reach out to Serg to learn more about:

Being a passive investor in RAL

And

Owning your own RAL facility

Link to Serg’s YouTube channel:

https://www.youtube.com/channel/UCMnasdyxsKn0ULRpS4Zi7Zw/playlists

https://legionassistedlivingacademy.com/

To learn more about Infinite Banking, please reach out to us at

https://finassetprotection.com/

How much do you save, invest, and spend? What percentages of each do you allocate? These questions lead to a concept called Profit First, which is the practice of profiting first in your business by having the proper allocations in place. This concept alongside the Bank On Yourself Strategy is unstoppable. Think about it... Having the ability to recoup more money from your business and have it grow for you uninterrupted... Forever. This is what happens when you combine Profit First with Bank On Yourself.

With us today, Brandon and Amanda Neely (husband and wife) who are Profit First Professionals and Bank On Yourself Professionals.

Brandon and Amanda Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. They are infinite banking/Bank on Yourself Specialists as well as Certified Profit First  Professionals.  Their goal is to work with people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud.

You can connect with Brandon and Amanda by visiting the following links:

https://www.youtube.com/channel/UCDhyT09v_5xD1qyvLuhSfDA

https://grandmaswealthwisdom.com/

To learn more about growing wealth using Bank On Yourself (also known as Infinite Banking), please visit:

https://finassetprotection.com/