Tad Fallows lays out how sophisticated LPs actually build resilience. Start with human networks, target low-correlation, equity-like returns, and never forget the unsexy stuff. Dial in as we cover private-market due diligence, when a wealth manager does (and doesn’t) add value, raising grounded kids around wealth, and how to apply the “holy grail” of diversification without turning your portfolio into a museum of asset classes.

Key takeaways to listen for

• [10:42] The most overlooked risk tool for affluent families 
• [18:43] Low correlation to public markets with equity-like returns
• [23:59] Why you should diversify by operating exposure
• [27:22] Wealth manager vs. DIY: similarities and the edge
• [34:17] How to raise grounded kids with wealth

Resources mentioned in this episode

• [50:08] Raised Healthy, Wealthy & Wise by Coventry Edwards-Pitt | Kindle and Paperback
• [50:08] Albion’s Seed by David Hackett Fischer | Kindle, Paperback, and Hardcover

[16:32] Apply to Long Angle, the trusted community for navigating wealth. Access member research, benchmarking reports, and curated investment opportunities while connecting with high-net-worth peers for authentic insights and relationships. Start your application at longangle.com.

About Tad Fallows

Tad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad’s background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families.

Connect with Tad

• Website: Long Angle 
• LinkedIn: Tad Fallows | Long Angle 

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

Former nurse leader Savannah Arroyo reveals how she jumped from running orthopedic practices to running multimillion-dollar real estate syndications, while raising two kids. Hear how COVID lit the fuse, why she structures 506(b) deals to include non-accredited nurses, the conservative playbook behind multiple full-cycle wins, and her assisted-living thesis that fuses clinical insight with cash-flowing operations. So, better tune in now!

Key takeaways to listen for

• [03:47] The moment Savannah pivoted from hospital leadership to building multiple income streams
• [06:35] Why she launched Net Worth Nurse during COVID to fix the financial literacy gap in healthcare
• [15:46] Why Savannah raises are 506(b) so unaccredited nurses can participate
• [28:40] A full-cycle case study: 24-unit Oregon turnaround
• [33:12] Fixed-debt rule that protected LPs when rates spiked

Resources mentioned in this episode

• [18:55] Passive Profits by Savannah Arroyo | Kindle and Paperback 
• [41:49] Think and Grow Rich by Napoleon Hill | Kindle, Paperback, and Hardcover
• [41:49] Flow by Mihaly Csikszentmihalyi| Paperback

About Savannah Arroyo

Savannah Arroyo, known as the Networth Nurse, is a former healthcare administrator turned real estate investor and the founder of Willow Investment Group. She built a multimillion-dollar real estate portfolio while working full-time and raising two young children, proving that financial freedom is possible without quitting your job. Savannah specializes in syndications and has led investments in multifamily and assisted living assets across multiple markets. Through Networth Nurse, she empowers medical professionals and busy working parents to grow generational wealth through passive investing, education, and mindset transformation.

Connect with Savannah

• Website: Networth Nurse | Willow Investment Group 
• Instagram: @networthnurse
• LinkedIn: Savannah Arroyo, MSN, RN 
• YouTube: Networth Nurse 

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

Tech founder turned LP, Pascal Wagner, breaks down a no-nonsense framework for evaluating sponsors, reading loan tapes, and building an LP pipeline that actually compounds. From “business-casual” relationship building on LinkedIn to why transparency beats glossy decks, he shows physicians and busy pros how to underwrite people first, structure cash reserves, and avoid shiny-object mistakes. So, better tune in!

Key takeaways to listen for

• [05:40] Why relationships beat ads for sourcing deals 
• [13:40] The transparency test that reveals red flags instantly
• [20:55] How to skim a loan tape to spot risk fast
• [33:19] Must-have diligence docs every operator should share
• [44:18] Portfolio guardrails to cap per-deal exposure 

Resources mentioned in this episode

• [03:30] Techstars 
• [05:40] Gobundance  
• [24:10] DLP Capital 
• [46:52] The Hands-Off Investor by Brian Burke | Paperback and Kindle

[48:15] Get Pascal’s Passive Investing Starter Kit, a free LP toolkit at growyourcashflow.io. Designed for high-income professionals, it shows you how to turn a volatile stock portfolio into predictable cash flow with the right education, systems, and investments. Start building six figures in passive income today!

About Pascal Wagner

Pascal Wagner is a Techstars-backed entrepreneur, a limited partner in real estate, and the founder of Grow Your Cash Flow. He created the Passive Investing Starter Kit to help busy professionals confidently evaluate syndication deals and sponsors, analyze debt structures, and build a consistent pipeline of passive investments. Pascal hosts the Best Ever Passive Income Playbook, where he interviews top LPs and GPs to uncover strategies for building long-term wealth. With a background in tech startups and a data-driven approach to investing, he empowers others to achieve financial freedom without sacrificing their time.

Connect with Pascal

• Website: Grow Your Cashflow 
• Podcast: The Passive Income Playbook | Apple Podcasts and Spotify
• Instagram: @pascalwagner 
• LinkedIn: Pascal Wagner 
• YouTube: The Grow Your Cashflow Podcast 

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

Complex rarely wins. Dr. Robert Doroghazi breaks down he simple rules he swears by, the savings target most doctors miss, why boring often beats stock picking, and the relationship move that multiplies wealth. Hear the traps smart people still fall into and how to sidestep them effectively.

Key takeaways to listen for

• [07:40] The three money traps doctors fall into
• [15:18] Why you must invest only in what you truly understand
• [20:14] How to control the controllables: fees and taxes
• [29:04] What his Physician Investor Newsletter actually teaches
• [32:20] Proof from The Millionaire Next Door on frugality

Resources mentioned in this episode

• [04:01] The Physician’s Guide to Investing by Robert M. Doroghazi | Paperback and Hardcover
• [32:20] The Millionaire Next Door by Thomas J. Stanley and William D. Danko | Kindle, Paperback, and Hardcover
• [33:32] The Richest Man in Babylon by George S. Clason | Kindle and Paperback 

[29:04] The Physician Investor Newsletter by Dr. Robert Doroghazi has been helping physicians achieve financial security since 2006. Get your free three-month trial (new subscribers only) at https://thephysicianinvestornewsletter.com/

About Dr. Robert Doroghazi

Dr. Robert M. Doroghazi is a retired cardiologist and the author of The Physician’s Guide to Investing: A Practical Approach to Building Wealth. Drawing from personal experience and financial discipline, he built a substantial investment portfolio that allowed him to retire at age 54. Known for his direct, no-nonsense approach, Dr. Doroghazi advocates for living below your means, saving aggressively, and investing in low-cost index funds. In addition to writing, he publishes The Physician Investor Newsletter, offering financial guidance to fellow physicians and professionals aiming to achieve financial independence.

Connect with Dr. Robert

• Website: The Physician Investor Newsletter
• LinkedIn: Robert Doroghazi, 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

If you want to build a multi-million-dollar real estate portfolio without using your own money, this episode is for you! Dr. Benjamin Maciel shares how he leveraged business credit to scale to 31 units while still practicing medicine. Tune in to learn how to break free from burnout and leverage credit to invest in profitable deals.

Key takeaways to listen for

• [07:34] A savvy strategy to tap into business credit
• [13:26] Why business credit is your secret weapon
• [16:28] Expert tips on how to escape burnout
• [33:38] How to protect cash flow using business credit
• [36:19] The crucial steps to follow in achieving financial freedom

Resources mentioned in this episode

• [34:53] PropStream
• [34:55] DealMachine 
• [44:15] Release Your Brakes! by Jim W Newman | Hardcover, Paperback, and Mass Market Paperback

About Dr. Benjamin Maciel

Dr. Benjamin Maciel is a Medical Doctor by profession and a passionate Real Estate Broker and Investor. His journey started in the rigorous environment of medical school, where he not only earned his medical degree but also built a successful real estate portfolio with over 30 rental units. Now, Dr. Maciel is dedicated to sharing his expertise with healthcare professionals, guiding them toward financial freedom and stability through real estate investing.

Connect with Dr. Benjamin

• Website: BenjaminMaciel MD
• Instagram: @benjaminmaciel_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

What if losing everything was the start of your real estate comeback? Mike Morawski reveals how he built a $100M portfolio, went to prison, and came back stronger as a coach, author, and investor. This is a story of hard lessons, second chances, and smarter investing. Don’t miss the mindset behind the rebuild.

Key takeaways to listen for

• [08:35] How failure became Mike’s greatest teacher in real estate
• [11:31] Why an unconventional approach to multifamily real estate works
• [17:07] An efficient way to turn challenges into valuable coaching tools
• [28:02] Mike’s philosophy on bouncing back after a fall
• [34:05] Important advice on what mistakes to avoid in multifamily investing

Resources mentioned in this episode

• [41:04] Winning by Tim S. Grover | Kindle, Hardcover, and Paperback

Discover the secrets to building wealth through multifamily real estate with minimal risk. Get your copy of Multifamily Investment Secrets by Mike Morawski at https://multifamilyinvestmentsecrets.com/ and start growing a profitable portfolio today.

About Mike Morawski

Mike Morawski is a seasoned real estate investor, coach, and author who transformed his life from building a $100 million real estate firm to serving time in federal prison. After overcoming significant personal and professional challenges, Mike made a remarkable comeback by turning his mistakes into valuable lessons. Now, as a multifamily real estate expert, he uses his experiences to help others succeed, teaching them how to navigate adversity, avoid costly mistakes, and build wealth in the real estate industry. He is committed to helping others thrive through resilience, strategic investing, and a mindset of growth.

Connect with Mike

• Website: Mike Morawski 
• Podcasts: Multi-Family Unplugged

   Insider Secrets Podcast | Apple Podcasts and Spotify

• YouTube: Mike Morawski
• Facebook: Mike Morawski 
• Instagram: @mikemorawski2 
• LinkedIn: Michael Morawski
• 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

Discover how Dr. Alex Schloe went from physician to financially free by mastering residential assisted living. Learn how real estate can help physicians diversify income, scale wealth, and fight burnout, giving you the freedom to live life on your terms. Listen now and start transforming your financial future today!

Key takeaways to listen for

• [06:55] The key to diversifying income as a busy physician.
• [08:26] Scaling real estate investments while maintaining a medical career.
• [13:45] Why physicians should consider residential assisted living as a side investment.
• [16:30] What it takes to succeed in residential assisted living as an investor.
• [24:12] How to get started with residential assisted living and build a legacy.

Resources mentioned in this episode

• [40:35] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• [40:44] The White Coat Investor by James M Dahle MD | Kindle and Paperback

Ready to invest or launch your own Residential Assisted Living home? With demand soaring, now’s the time to secure your financial future and make a lasting impact. Start today with our FREE 10-Step Guide at https://theralroom.com/assisted-living-guide/ 

About Dr. Alex Schloe

Dr. Alex Schloe is the founder of Physicians and Properties and a family medicine physician currently serving in the United States Air Force in Colorado Springs. In addition to his medical career, he is an active real estate investor, specializing in assisted living homes, long-term, and short-term rentals. Dr. Schloe also practices house hacking, living mortgage-free by utilizing his basement in Colorado Springs. Having experienced the burnout that many physicians face, he is passionate about showing others how real estate investing can lead to financial freedom, allowing them to thrive both professionally and personally.

Connect with Dr. Alex

• Website: Physicians and Properties | The RAL Room 
• Podcasts: Physicians and Properties | Apple Podcasts and Spotify

   The RAL Room Assisted Living Podcast | Apple Podcasts and Spotify

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

Camille Scott Wiles, RN, went from ICU nurse to financial freedom by mastering gold, silver, and strategic insurance. In this episode, she shares how to build lasting wealth and retire on your terms, not by default. Hit play to learn how to recession-proof your money and design your rich life today.

Key takeaways to listen for

• [08:01] Why the 2008 crash ignited her mission to master wealth cycles
• [11:42] How life insurance and precious metals helped her retire at 41
• [16:57] The physical gold and silver strategies most investors miss
• [24:18] Scaling a collectibles strategy without going coin by coin
• [39:11] Building Generational wealth using the Million Dollar Baby policy

Resources mentioned in this episode

• [30:29] APMEX
• [30:36] JM Bullion
• [30:37] SD Bullion
• [42:32] The Great Gold & Silver Rush of the 21st Century by Michael Maloney | Kindle and Paperback

Ready to stop surviving and start building lasting wealth? The Golden Exit shows you how to protect your wealth, invest through crisis, and build lasting freedom. Grab your copy at https://payhip.com/PreciousMetalsMasterclass/collection/all

Want to safeguard your wealth and retire on your terms? Join the Precious Metals Masterclass and discover how to protect your assets from market chaos and build a retirement by design, not default. Watch the FREE webinar at https://preciousmetalsmasterclass.com/ 

About Camille Scott Wiles, RN

Camille Scott Wiles is a former ICU nurse turned global wealth strategist who helps families break generational financial trauma and build lasting legacies. Through her expertise in precious metals, annuities, and life insurance, she teaches others how to recession-proof their wealth and retire with purpose. Now financially free and internationally based, Camille empowers professionals to design a life of freedom on their own terms.

Connect with Camille

• Website: Precious Metals Masterclass | Camille Scott Wiles

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 being a top surgeon didn’t guarantee freedom or happiness? Dr. Tom Burns discovered real wealth the hard way. He shares how passive income helped him reclaim his time, build a $500M portfolio, and live life on his terms. Tune in to unlock the mindset, moves, and mission behind his escape from burnout to true freedom.

Key takeaways to listen for

• [07:22] The moment Dr. Burns realized wealth alone wouldn’t buy happiness
• [12:27] Why slow, scary starts beat waiting for perfect timing
• [16:39] How a little passive income can unlock massive life choices
• [25:37] Lessons from investing through three market downturns
• [34:44] What real freedom looks like and why fun is a serious goal

Resources mentioned in this episode

• [20:53] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• [39:57] The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback

Break free from the golden handcuffs. #1 Best Selling Book “Why Doctors Don’t Get Rich” reveals how you can take control of your time, build true wealth, and create lasting freedom through passive income investing. Grab your copy at https://amzn.to/44ugmIH 

Ready to design your freedom? Download the Rich.Life Toolkit today and start building the wealth, connections, and confidence to live life on your terms. Get it here at https://richdoctor.com/ 

About Dr. Tom Burns

Dr. Tom Burns is an orthopedic surgeon, real estate investor, and founder of Rich.Life. After completing his medical training at the University of Texas and Southwestern Medical School, followed by a sports medicine fellowship in Vail, he served as a U.S. Ski Team physician since 1990. Early in his career, Tom recognized the limitations of W-2 income and turned to real estate to build lasting wealth and freedom. From humble beginnings with a student condo investment, he scaled to co-develop a 155,000 sq. ft. medical complex and later co-founded a real estate firm with over $650M in transactions. Today, through Carbon Real Estate Investments, Tom focuses on creating cash flow and appreciation via multifamily housing, empowering families and investors alike to live richer, more independent lives.

Connect with Dr. Tom

• Website: RichDoctor.com 
• 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

Burned out but still "successful"? Dr. Param Baladandapani was too, until she walked away from medicine to build a life on her terms. Learn how real estate, mindset shifts, and daily discipline paved her path to freedom, and how this episode could spark the shift you've been craving.

Key takeaways to listen for

• [01:51] Personal reasons behind Dr. Param’s decision to leave medicine
• [06:32] Why real estate is the perfect escape hatch for busy professionals
• [15:06] How inner work unlocked outer wealth (and the mindset shift that did it)
• [16:34] The red and green flags passive investors should never ignore
• [32:42] Dr. Param’s advice for high achievers who secretly feel stuck

Resources mentioned in this episode

• [06:34] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• [18:12] Houston Housing Authority 
• [31:43] Tax-Free Wealth by Wheelwright Tom | Kindle and Paperback
• [32:03] The Holy Grail of Investing by Tony Robbins | Kindle, Hardcover, and Paperback

Want to retire decades earlier than planned? Discover how Dr. Param Baladandapani went from burnout to Financial Freedom at 41 and how you can, too, with her FREE eBook. Grab yours at https://www.generationalwealthmd.com/free-ebook 

Ready to fast-track your financial freedom? Discover how passive real estate investing can help you live life and practice medicine on your terms. Unlock the life-changing secrets of real estate syndications. Grab your FREE guide now! only at https://gwcapital.com/guide 

About Dr. Param Baladandapani

Dr. Param Baladandapani is a Southern California-based radiologist who achieved financial independence at 41 while working full-time and raising two young children. She built a multimillion-dollar real estate portfolio and founded Generational Wealth MD, a community helping high-income professionals fast-track financial freedom through strategic real estate investing. With experience in long- and short-term rentals, multifamily, and development projects totaling over $70 million in assets under management, her coaching program has helped physicians acquire over $100 million in real estate and live with greater purpose and freedom.

Connect with Dr. Param

• Website: Generational Wealth MD | GWCapital
• Podcast: Generational Wealth MD | Apple Podcasts and Spotify

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