Most people chase wealth for decades before realizing what they really want is control of their time. In this episode, Brian Herriot breaks down the mindset and mechanics behind designing life around seasonal work, meaningful rest, and purposeful income. He shares how flexible work, passive incom,e and lifestyle planning can completely redefine financial freedom long before traditional retirement. Press play to learn how to start reclaiming your time today.

Key takeaways to listen for

• [06:12] The moment Brian realized time could matter more than full financial independence
• [12:26] Why extended rest unlocks emotional clarity, creativity, and long-term focus
• [14:12] How pairing flexible income with investment income accelerates freedom
• [14:12] What the time freedom formula is and why it changes the traditional retirement model
• [19:23] The three money personalities and how they drive financial choices

Resources mentioned in this episode

• [15:36] Time Freedom Calculator 
• [25:05] Write a Must-Read by AJ Harper | Kindle, Paperback, and Hardcover
• [32:06] The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover

About Brian Herriot

Brian is a financial advisor, entrepreneur, and author who teaches people how to build lives defined by time freedom, not burnout. After creating multiple income streams and taking a six-month sabbatical in 2023, he developed the Time Freedom Formula, a framework that helps entrepreneurs combine flexible work with investment income to create autonomy long before traditional retirement.

Through his coaching, writing, and upcoming book, Brian helps others understand their money personalities, strengthen their financial foundation, and design work that aligns with the life they want. He now spends summers at a cabin in northern Wisconsin, living the seasonal lifestyle he helps others achieve.

Connect with Brian

• Website: Time Freedom
• LinkedIn: Brian Herriot

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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What if a major driver of physician burnout isn’t medicine itself, but the way doctors earn and structure their careers? In this episode, Dr Tod Stillson breaks down why high income rarely becomes real wealth and how micro corporations restore autonomy and tax efficiency. You will learn simple steps physicians can take to protect their time, income, and future. Press play to discover how doctors can build freedom on their own terms.

Key takeaways to listen for

• [07:24] Why most physicians lose autonomy and how a micro corporation gives it back
• [08:30] The simple structure behind a physician micro corporation and why it changes everything
• [09:45] How shifting from an employee mindset to a business owner mindset transforms long-term wealth
• [13:12] The S Corp tax advantages doctors overlook but can save thousands each year
• [17:41] The hidden reason high-earning doctors still struggle to build real wealth

Resources mentioned in this episode

• [35:24] The Go-Giver by Bob Burg and John David Mann | Kindle, Hardcover , and Paperback

About Tod Stillson, MD

Dr Tod is a family physician and entrepreneur with more than 30 years of clinical experience and 15 years operating as an independent contractor. After seeing how often physicians lose autonomy, face burnout, and struggle to build real wealth, he founded the Physician Entrepreneur Academy to teach doctors financial literacy, business strategy, and the power of micro corporations. Through Simply MD, his coaching platform and educational blog, he helps physicians reclaim agency, reduce taxes, and turn their high income into long-term freedom. Today, he mentors doctors across the country on building employment-light careers, creating passive income, and designing a life they love.

Connect with Dr. Tod

• Website: SimpliMD 
• LinkedIn: Dr Tod Stillson 
• Email: [email protected] 

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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Ready to discover how real estate investors protect their capital while still earning strong passive returns? In this episode, Justin Spillers breaks down the strategy behind his preferred equity fund and the system that helped him scale to 600 units with precision and speed. He shares how disciplined underwriting, vertical integration, and tax-advantaged distributions give investors real stability in a shifting market. Press play to learn how this approach creates passive income built to last.

Key takeaways to listen for

• [05:01] How Justin jumped from law to 600+ units using a simple, repeatable strategy
• [13:24] The clearest breakdown of preferred vs. common equity and why investors should care
• [15:06] How SDIRAs can invest in his fund without triggering extra taxes or headaches
• [18:24] Why he builds every deal with “protection first, performance second” at the core
• [33:00] The vertical integration system that turns units in 7 days and speeds up value creation

Resources mentioned in this episode

• [06:50] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• [38:40] Alex Hormozi

About Justin Spillers

Justin is a real estate investor and licensed Ohio attorney with a background in business and real estate law. He has advised hundreds of companies, scaled multiple startups to eight-figure assets, and managed more than $30M in real estate holdings. As the co-founder of Real Estate Alpha, Justin oversees a fast-growing multifamily portfolio and leads a preferred equity fund focused on stable, tax-efficient passive income for accredited investors.

Connect with Justin

• Website: Real Estate Alpha 
• LinkedIn: Justin Spillers 
• Email: [email protected] 

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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Drowning in investor leads but still struggling to turn them into real capital? In this episode, capital raiser Lauren Brychell breaks down how to move beyond spreadsheets and random follow-ups to a clear system that nurtures and converts passive investors. You’ll learn how to define your ideal investor, set up CRM and portal basics, and use simple nurture sequences so no serious lead slips through the cracks. Press play to learn how to raise smarter, close more commitments, and keep investors coming back.

Key takeaways to listen for

• [05:50] Why most GPs lose investors before the first real conversation even starts
• [08:14] How a clear nurture sequence turns cold digital leads into committed investors
• [10:03] The first-call strategy that makes you stand out when prospects forget they opted in
• [16:21] Why your investor avatar determines your messaging, follow-up, and conversion rates
• [27:45] The simple call framework that gets investors talking 80 percent of the time

Resources mentioned in this episode

• [21:11] HubSpot
• [21:12] InvestNext
• [21:27] GoHighLevel
• [21:32] SyndicationPro
• [22:23] ChatGPT
• [22:25] YouTube
• [22:47] Google 
• [22:49] Zapier
• [38:06] How to Win Friends & Influence People by Dale Carnegie | Paperback and Hardcover
• [38:25] Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover
• [38:47] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• [38:56] The Science of Scaling by Dr. Benjamin Hardy and Blake Erickson | Kindle, Hardcover, and Mass Market Paperback

About Lauren Brychell

Lauren is a marketing professional turned powerhouse capital raiser who has personally raised over 75 million dollars for real estate investments. As founder of Equity Elevated Consulting, she helps general partners set up the branding, tech stack, and investor communications they need to raise capital and scale. With a background in both marketing and capital raising for a commercial firm, she now focuses on helping GPs clarify their investor avatar, organize their systems, and turn more leads into loyal investors. Lauren is also the author of Beyond the Lead, which introduces her four pillars of the capital attraction framework.

Connect with Lauren

• Website: Equity Elevated Consulting 
• LinkedIn: Lauren Brychell 
• Book: Beyond the Lead | Kindle, Paperback, and Hardcover

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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Want wealth that lasts, not luck that fades? In this episode, Whitney Elkins-Hutten shows how to protect principal by aligning goals with your timeline and risk tolerance, using cash-flowing debt funds for stability, and keeping liquidity for taxes and capital calls. She also explains estate planning moves that safeguard heirs and why real diversification means understanding the capital stack, not just assets. Press play to learn practical steps you can use today.

Key takeaways to listen for

• [04:18] How becoming an “accidental landlord” launched Whitney’s 20-year journey to investor education and financial freedom
• [08:34] Why knowing your goals, risk tolerance, and time horizon is more powerful than chasing returns
• [11:36] What a “plain-vanilla” debt fund actually does and how it can stabilize your portfolio
• [20:59] How to read the capital stack and uncover where risk truly hides in a deal
• [26:04] Why every investor needs liquidity rules for capital calls and peace of mind during market swings

Resources mentioned in this episode

• [15:40] Rehab Wallet
• [38:06] The ONE Thing by Gary Keller andJay Papasan | Kindle, Paperback, and Hardcover

About Whitney Elkins-Hutten, MPH

Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and the founder of Ash Wealth. An accidental landlord turned educator, she began in 2002 with live-in flips, built a 40-unit single-family portfolio, moved into multifamily, and later became a general partner on multiple assets. A partner in $800M+ of real estate spanning multifamily, self-storage, and car washes, Whitney teaches busy high earners how to build tax-efficient, truly passive income. She’s the author of Money for Tomorrow and can be reached at passiveinvestingwithwhitney.com.

Connect with Whitney

• Website: Ash Wealth | PassiveInvesting.com
• LinkedIn: Whitney Elkins-Hutten, MPH
• Book: Money for Tomorrow | Kindle and Hardcover

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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Can a physician break free from trading time for money? In this episode, radiologist and Beyond MD host Dr. Yatin Chadha reveals how he turned financial curiosity into a strategy for lasting freedom. From smart corporate structures and holding companies to passive real-estate investing and estate planning, he shares how medical professionals can build wealth without burnout. Press play to learn how to align your income, time, and purpose through intentional investing.

Key takeaways to listen for

• [04:35] How podcasting became the catalyst for Dr. Yatin’s financial awakening
• [10:35] The “wealth formula” every physician should know to build lasting wealth
• [13:27] How holding companies protect medical income from real estate risk
• [23:01] Why Dr. Yatin shifted from hands-on property ownership to passive investing
• [38:37] The corporate tax traps professionals miss and how to structure smarter

Resources mentioned in this episode

• [16:35] Brandon Turner | BiggerPockets
• [44:33] Seventh Generation legacy by Rachel M Marshall | Kindle, Paperback, and Hardcover
• [44:38] What Would the Rockefellers Do? by Garrett B Gunderson and Michael G Isom | Paperback and Hardcover 
• [56:46] Die With Zero by Bill Perkins | Kindle, Paperback, and Hardcover

About Yatin Chadha, MD

Dr. Yatin is a Toronto-based radiologist and host of the Beyond MD podcast, where he helps physicians and high-income professionals build financial literacy and confidence in real estate investing. Driven by a passion for education and balance, he shares practical insights on corporate structures, tax strategy, and wealth creation tailored to medical professionals. Through his work, Yatin empowers clinicians to achieve financial freedom, reduce burnout, and align their money with purpose and well-being.

Connect with Dr. Yatin

• Website: beyond MD 
• Podcast: beyond MD with Dr. Yatin Chadha - Podcast 
• LinkedIn: Yatin Chadha, MD

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Ready to stop managing headaches and keep more of your gains? In this episode, Michael O’Shea breaks down how seasoned investors pair 1031 exchanges with Delaware Statutory Trusts and then use a 721 roll-up to diversify, generate income, and add optional liquidity. He also exposes where DST fees hide and how data tools helped time the multifamily cycle. Press play to learn the smarter path from hands-on landlord to truly passive investor.

Key takeaways to listen for

• [05:05] The two tax-code words that can change everything: “permanent exclusion”
• [10:14] The simple move that lets you “exchange out” of management but keep the income
• [14:56] How a 721 roll-up turns an illiquid asset into one with quarterly liquidity
• [16:17] The hidden DST fees most investors overlook and how Origin stripped them out
• [19:04] How machine learning helps predict rent growth with 95% accuracy

Resources mentioned in this episode

• [36:02] Traction by Gino Wickman | Kindle, Paperback, and Hardcover
• [37:00] The AI Edge by Jeb Blount and Anthony Iannarino | Kindle and Hardcover 

About Michael O’Shea, CFA

Michael is the Director and Head of Private Wealth Solutions at Origin Investments, where he leads capital-raising initiatives, oversees sales strategy, and builds partnerships with Registered Investment Advisors to expand Origin’s investment platform. With more than 18 years of experience in real estate and capital markets, he has helped syndicate over $10 billion in commercial real estate investments, including $500 million in 1031 exchanges. Michael holds an MBA in Finance and Real Estate Investment from DePaul University, graduating summa cum laude, and is a CFA® charterholder. He lives in Elmhurst, Illinois, with his wife Lauren and their three children.

Connect with Michael

• Website: Origin Investments 
• Email: [email protected] 
• LinkedIn: Michael O'Shea, CFA 

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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RV parks are turning into one of the smartest plays in real estate. In this episode, attorney-turned-operator John Cascarano shares how this niche delivers consistent cash flow, strong returns, and major tax advantages. He breaks down what really drives profit, from operations to depreciation. Listen now to see why investors are jumping into RV parks before the big players move in.

Key takeaways to listen for

• [03:09] How John Cascarano went from law to leading a nationwide RV park portfolio
• [06:02] Why RV parks attract retirees, workers, and full-time travelers alike
• [10:20] The two demand curves that keep revenue steady year-round
• [16:11] Why good WiFi and clean bathrooms can make or break profits
• [22:21] The hidden risks that make building new RV parks so tough
• [34:08] How investors get paid through refis and long-term equity growth

Resources mentioned in this episode

• The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover

About John Cascarano

John is an attorney, entrepreneur, and founder of Blue Metric Group, a firm that acquires and optimizes RV parks across the United States. Before entering real estate, John practiced commercial real estate law at an AmLaw 100 firm and later founded and led several successful companies as both CEO and counsel. A graduate of Duke University with a JD from the University of Michigan Law School, he brings a sharp legal and business perspective to every deal. John is a member of the State Bars of Tennessee and Georgia and is passionate about building scalable, community-driven investments in the outdoor hospitality space.

Connect with John

• Website: Blue Metric Group 
• LinkedIn: John Cascarano
• Email: [email protected] | [email protected]

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

What if the secret to building wealth was hidden in the tax code? In this episode, we’ll reveal how the “Big, Beautiful Bill” unlocks powerful new incentives for investors. From home upgrades to commercial energy credits and bonus depreciation, these updates could change how you grow your wealth. Listen now to learn how to turn tax rules into real returns.

Key takeaways to listen for

• [01:16] What the “Big, Beautiful Bill” really means for investors 
• [06:19] Why energy-efficient home upgrades are a hidden opportunity 
• [10:55] How to capture massive commercial property deductions 
• [16:01] Why bonus depreciation changes deal math overnight 
• [20:15] What every investor should do next 

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

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What if your next tax bill could become your next investment? In this episode, Attorney and OZ expert Ashley Tison explains how Qualified Opportunity Zones turn capital gains into long-term, tax-free wealth. Learn the key deadlines and strategies that set smart investors apart. Tune in to see how this little-known tax tool could reshape your wealth strategy.

Key takeaways to listen for

• [05:31]What a Qualified Opportunity Zone really is and why Congress created it 
• [05:31]The three major OZ benefits every investor should know
• [08:16]How Qualified Opportunity Zones solve failed 1031 exchanges 
• [24:42]The critical 180-day rule and how to avoid costly mistakes
• [28:25]Why the smartest investors are ditching IRR for long-term plays

Resources mentioned in this episode

• [37:00] Novogradac 2025 Opportunity Zones Summit 

[37:00] Join Ashley Tison at the Novogradac Opportunity Zones Conference on December 4 in Las Vegas, where he’ll speak on audit strategies and the OZ 1.0 to 2.0 transition. Listeners of Truly Passive Income can get 10% off with code OZPROS10% at checkout. Visit ozpros.com/podcast to learn more and claim your free month in the OZ Pros Mastermind.

About Ashley Tison

Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars.

Connect with Ashley

• Website: OZPros
• Email: [email protected] 

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here