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Thinking Like a Bank
Thinking Like a Bank episodes
- Episode 85: Why Investors Seek Negative K-1 Distributions with Mustafa Ladha
Mustafa Ladha appeared on our podcast on Episode 65 back in July of 2022, in which we spoke about some creative real estate strategies. Mustafa has spent over a decade in the real estate space. His experience ranges from investing in single-family homes to structuring syndication investments. He specializes in creating passive real estate investment opportunities with the aim of delivering double-digit returns and accomplishes this through various means.
Mustafa streamlines the investment process, providing accredited and non-accredited investors access to real estate investment options via their retirement and non-retirement funds. He diversifies clients’ portfolios, giving them exposure to real estate, and optimizes overall portfolio performance.
Prior to Veloce Capital, Mustafa co-founded Realty Mercato, where he used his real estate knowledge and business acumen to grow investor portfolios.
This episode talks about:
- Updates on recent mortgage changes (changes in interest rates)
- Long-term versus short-term real estate investment outlooks
- What is a negative K1 distribution and why is it beneficial?
- Tax advantages of buy/hold real estate strategies
- How has the recent increase in interest rates affected Multifamily investing?
- Which markets are doing better than others?
- Some disadvantages of fix and flips and taking the solo active real estate investor route
- Advantages of investing into larger deals and sharing risk
- How Veloce Capital is helping investors with various investing strategies
- What are some of the differences between Regulation A (Reg A) and Regulation D (Reg D) offerings, in non-public investments?
- What is a REIT (real estate investment trust) and how does it compare to syndications and Reg A offering?
- Leveraging your dividend-paying whole life insurance policy to passively invest in real estate
- The different types of real estate income that are excluded from UBIT (Unrelated Business Income Tax). Types of investments that are subject to UBIT?
- What does ‘value-add’ mean in real estate?
To connect with Mustafa Ladha and to learn more about passively investing in apartment complexes in a tax-free manner, please visit:
👉Company Website:➡️https://www.velocecapital.com/
👉Linkedin ➡️ https://www.linkedin.com/in/mustafa-ladha/
👉Email 📧 [email protected]
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
35 min - Episode 84: A More Lucrative Approach to Real Estate Investing with Nolan Sanburn
Nolan Sanburn is a commercial real estate syndicator and Infinite Banking Practitioner. Nolan has a deep understanding of using real estate and cash value whole life insurance to enhance returns and mitigate taxes.
This episode talks about:
- Nolan’s introduction to commercial real estate investing and Infinite Banking
- How does the Infinite Banking Concept work?
- Tax advantages of Infinite Banking
- How to use cash value whole life insurance to leverage other investments, such as real estate syndications?
- The advantages of borrowing against your cash value whole life insurance compared to having a home equity line of credit (HELOC) or going to a traditional bank.
- How do policy loans work with Infinite Banking?
- How does your money keep growing even when you have an outstanding loan against your policy?
- How are dividends credited? Are dividends guaranteed?
- How Nolan utilizes his own whole life policy in growing his real estate portfolio.
- Applying bonus depreciation and other tax-saving strategies with real estate
To connect with Nolan Sanburn and to know more about Bank on Yourself Concept and Real Estate Syndication, please visit:
👉Company Website:➡️https://www.sanburnholdings.com/
👉Linkedin ➡️ https://www.linkedin.com/in/nolan-sanburn-65147472/
👉YouTube ➡️https://www.youtube.com/c/NolanSanburnTheInfiniteBankingGuy
👉TikTok ➡️ https://www.tiktok.com/@infinitebanking_investor
👉Instagram ➡️https://www.instagram.com/nolan_sanburn/
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
30 min - Episode 83: What is Venture Capital? With Grace Gong
Grace Gong is the founder of Smart Venture Media and the host of Smart Venture Podcasts, a Top 10 VC podcast. Her podcast guests include many C-level executives of well-known companies, as well as investors and unicorn founders such as; the founders of Craigslist, Square, FTX, Opensea, and others.
Grace is on the list of LinkedIn Top Voices in Finance 2022, a speaker at NFT NYC, and a number one bestselling author on the topic of venture capital. Prior to being a founder, grace worked in venture capital and private equity.
This episode talks about:
- Grace's background in venture capital and private equity.
- What is a venture capital firm?
- What type of investments do venture capital firms invest in?
- The difference between traditional and venture capital investing
- Downsides of venture capital funding
- The impact of venture capital firms on NFTs and cryptocurrency
- Who is Smart Venture Media?
- What is Web3?
To connect with Grace Gong and learn more about Venture Capital, please visit:
👉Website:➡️https://linktr.ee/gracegong115
👉Personal Website:➡️http://www.gracegong.com/
👉Linkedin: ➡️https://www.linkedin.com/in/gracegong/
👉Twitter: ➡️https://twitter.com/gracegongGG
👉Podcast: ➡️ Smart Venture Podcast
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
13 min - Episode 82: The Shred Method with Adam Carroll
Adam Carroll is a two-time TEDx speaker with over 6 million views on his talk from the London Business School. He's a four-time author and the founder of the Shred Method, a system that creates freedom for people by teaching them how to create income efficiency, blast away debt, and build real wealth in record time.
This episode talks about:
- What is The Shred Method™ and how this strategy can help you get out of debt?
- Using a HELOC (Home Equity Line of Credit) within the Shred Method.
- What type of debt can the Shred Method ™ help eliminate?
- Snowball method of paying off debt?
- How can the Shred Method ™ help real estate investors?
- How does your mindset influence your financial outlook?
- Velocity Banking Concept v.s. Shred Method ™
- Tax advantages of using the Shred Method ™
- Using the Shred Method ™ for building cash flow and assets
- The benefits of having a home equity line of credit (HELOC) compared to a cash-out refinance (or other types of debt)
To connect with Adam Carroll and to learn more about the Shred Method™, please visit:
👉Website:➡️https://www.theshredmethod.com/
👉Personal Website:➡️http://www.adamspeaks.com/
👉Linkedin: ➡️https://www.linkedin.com/in/adamcarrollspeaks/
👉Facebook: ➡️https://www.facebook.com/AdamSpeaks/
👉Twitter: ➡️https://twitter.com/AdamCarroll
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
28 min - Episode 81: The Power of Perceiving Your Goals with Heather Lee Chapman
Heather Lee Chapman is a holistic self-mastery and business coach, and the owner and creative director of Own It Empire. She assists those who want to become the best versions of themselves and live their best lives through holistic, high-performance, and business coaching with her online programs and one-on-one VIP coaching.
Heather has always been an entrepreneur and has over 16 years of experience studying human potential and performance and a decade of coaching individuals and assisting them to get clear on their goals and make them a reality. She is a designated NLP timeline therapy and hypnosis designated practitioner and NLP coach.
Heather is also a certified nutritional practitioner and studies advanced spiritual training. She's also a co-author in two Amazon number-one bestsellers.
This episode talks about:
- Heather’s background in Neuro Linguistic Programming (NLP) and life coaching.
- What are limiting beliefs and how can they affect your life?
- How to eliminate limiting beliefs?
- Why is it important to envision your goals?
- What is Neuro Linguistic Programming and how can it improve your business and financial situation?
- How to stay positive in a negative situation?
- The importance of learning from your failures
- How to eliminate limiting beliefs about money?
- Fundamental steps to creating a vision of your future self.
- The importance of creating good habits in accomplishing your goals.
- How to automate your success?
To connect with Heather Lee Chapman and to learn more about Neuro Linguistic Programming (NLP), please visit:
👉Website:➡️https://www.ownitempire.com/
👉Linkedin: ➡️https://www.linkedin.com/in/own-it-empire/
👉Facebook: ➡️https://www.facebook.com/groups/ownitwithhlc
👉Twitter: ➡️https://twitter.com/ownitempire
👉Instagram: ➡️https://www.instagram.com/own_it_empire/
👉YouTube: ➡️https://www.youtube.com/channel/UCkBrGLJRDf2p0SL2Es9VrFQ
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
32 min - Episode 80: What is Private Placement Life Insurance with Daniel Koller
Daniel Coller is the Head of Compliance at 1291 Group, a private wealth solutions firm located in Europe that helps clients internationally mitigate taxes, and protect their assets, along with other custom-tailored wealth solutions.
Our main topic of discussion today is Private Placement Life Insurance. What is private placement life insurance? Who is it usually a good fit for, and how does private placement life insurance work?
This episode talks about:
- Daniel's background in international financial services
- What is Private Placement Life Insurance (PPLI) and how does it work?
- What is niche insurance and how are PPLI policies different from other life insurance policies?
- Who are the parties involved in setting up PPLI? The external and internal aspects of it?
- The minimum net worth requirement to qualify for PPLI?
- The advantages of investing in PPLI under the acronym PATEC.
- Can PPLI policy owners withdraw from their cash value or borrow against it at any time?
- The portability features of PPLI, in an international setting.
- The role of the financial professional in helping PPLI clients in building strong investment options, mitigating taxes, and asset protection.
- Is there a growing market for Private Placement Life Insurance amongst wealthy individuals and businesses globally?
To connect with Daniel Coller and learn more about Private Placement Life Insurance, please visit:
👉Company Website➡️https://www.1291group.com/
👉Linkedin ➡️https://www.linkedin.com/in/daniel-koller-42a8368/
👉Email ➡️[email protected]
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
35 min - Episode 79: How To Invest in Privately Held Businesses with Michael Johnson
Michael Johnson is an Author, Master NLP Practitioner, and a Business Mentor, and Investor. He works with businesses to help them attain the necessary solutions to save them money, improve their revenue, and create a more meaningful impact for their team, their customers, and themselves.
With over 30 years of teaching, coaching, and mentoring experience, Michael brings a unique and effective approach to taking businesses to the next level using the power of business choreography.
This episode talks about:
- How Michael took his professional ballroom dancing experiences to the next level of entrepreneurship.
- Challenges in preparing to exit your business
- The importance of having an exit strategy for your business
- Importance of delegating responsibilities and letting go to scale your business
- Short-Term Thinking vs Long-Term vision in a business setting
- What does retirement look like for you when exiting your business?
- How to find investors for small privately held businesses?
- What are some advantages of investing in small private businesses compared to investing in the stock market?
- Different types of investments you can make, such as equity/debt positions
- Advantages of passive investing,
- Is buying an existing business more predictable than starting one?
- Leveraging your dividend-paying whole life insurance policy to buy or invest in privately held businesses. What are the tax advantages when doing this?
To connect with Michael Johnson and to learn more about investing in small businesses, please visit:
👉Company Website:➡️https://bizchoreo.com/
👉Website:➡️https://michaelanthonyjohnson.com/maj-home54999957
👉Linkedin ➡️ https://www.linkedin.com/in/michael-johnson-3149151ab/
👉YouTube ➡️https://www.youtube.com/channel/UCNQ6EaYL4bn3SRKq9hYNYrA
👉Podcast ➡️Business Choreography
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
34 min - Episode 78: Train Yourself to Take More Risks with Junie Moon
Junie Moon is a transformational coach, helping people lower the volume of their inner critic so they can create powerful, successful lives. She's been on News 12 New Jersey, Blog Talk Radio Authority Magazine, Thrive Global, and in the Newark International with her film Shed The Shame that She produced and starred in.
She's also an international bestselling author of Loving the Whole Package: Shed the Shame and Live Life Out Loud. She is an International Award-winning speaker and host of the successful Midlife Love Out Loud podcast. You can learn more about Junie at coachjuniemoon.com
This episode talks about:
- Junie’s journey as a transformational coach.
- What are limiting beliefs and what causes them?
- Examples of limiting beliefs in a business setting
- How do limiting beliefs affect the decisions you make? How do they hold you back from new opportunities?
- Several ways to overcome your limiting beliefs
- False perceptions about business/entrepreneurship that stop you from reaching your goals.
- How coaching helps us transform our limiting beliefs into a different way of thinking and taking risks?
- What to expect from working with a Junie?
To connect with Junie Moon, please visit:
👉Website:➡️https://midlifeloveoutloud.com/
👉Linkedin: ➡️https://www.linkedin.com/in/love-coach-junie-moon-995262a/
👉Facebook: ➡️https://www.facebook.com/lovecoachjuniemoon/
👉Twitter: ➡️https://twitter.com/coachjuniemoon
👉Instagram: ➡️https://www.instagram.com/lovecoachjuniemoon/
👉YouTube: ➡️https://www.youtube.com/c/CoachJunieMoon1/featured
👉Book: 📚 Loving the Whole Package: Shed the Shame and Live Life Out Loud
👉 Podcast: ➡️Midlife Love Out Loud with Love Coach Junie Moon
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
24 min - Episode 77: Inside Secrets to Angel Investing with Karen Rands
Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur. She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing. Karen is the Leader and Advocate for the Compassionate Capitalist Movement. She believes entrepreneurism is the greatest source for wealth creation. “You don't have to be a successful entrepreneur to create generational wealth if you can learn how to invest in those companies that have the potential to be the next big thing”, according to Karen.
Karen managed a traditional angel investor network in Atlanta, GA for many years until the JOBS Act of 2012 created an opportunity to disrupt the status quo for connecting entrepreneurs and investors. Karen offers capital strategy, preparation, and investor relations services for entrepreneurs seeking financing based on the new regulations for crowd finance through her firm Kugarand Capital Holdings LLC. Karen provides education and due diligence services to a new generation of private investors in her National Network of Angel Investors.
This episode talks about:
- Karen's background in Corporate America and her introduction to Angel investing
- Do you need to be an accredited investor to become an angel investor?
- What is compassionate capitalism?
- What is Crowdfunding?
- Advantages of crowdfunding from the investor's standpoint?
- Typical holding period when investing in crowdfunding investments vs. other assets
- What are some key factors to consider before investing in privately held businesses?
- What is a Reg A+ offering vs. Rule 506(b) and other types of capital raising methods
- Is there a specific crowdfunding platform/website where you can find a list of companies that are raising capital?
- Which state has the most angel investors?
- Resources to learn more about raising capital and investing in private business
To connect with Karen Rands and learn about being an angel investor, please visit:
👉Website:➡️http://kugarand.com/
👉Websitehttp://insidesecretstoangelinvesting.com/
👉Linkedin: ➡️https://www.linkedin.com/in/karenrands/
👉Facebook: ➡️https://www.facebook.com/TheKarenRands
👉Twitter: ➡️https://twitter.com/karen_rands
👉Instagram: ➡️https://www.instagram.com/compassionatecapitalist/
👉Book: 📚 Inside Secrets to Angel Investing
👉 Podcast: ➡️The Compassion Capitalist Show
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
41 min - Episode 76: Rewire the Way You Think About Retirement with Jamie P. Hopkins
Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business.
A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.”
Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow.
Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.
This episode talks about:
- Focusing on different parts or phases of retirement
- The importance of working with an experienced financial advisor
- The impact COVID had on retirement and retirement planning
- What has changed in retirement planning between 2020 and 2022?
- Shifting your mindset to living more meaningfully in retirement vs your current relationship with money.
- What key factors should you consider when planning for retirement?
- The difference between tax filing and tax planning.
- Who is Carson Group and what do they specialize in?
- What is a family office? Are we seeing this more often in financial planning?
- A different perspective/rewirement on retirement
- Jamie’s current and new books he has authored.
To connect with Jamie P. Hopkins and to know more about Carson Group, please visit:
👉Website: ➡️Www.carsongroup.com
👉Linkedin:➡️https://www.linkedin.com/in/jamie-hopkins-esq-llm
👉Twitter:➡️https://twitter.com/RetirementRisks
👉Facebook: ➡️https://www.facebook.com/CarsonGroup
👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com
👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins
📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com
🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.
31 min
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/