Wealth Architect Podcast

What’s the connection between estate planning and viral marketing? More than you think.

In this episode, host Emilio DiSpirito sits down with two powerhouse guests who cover both sides of the wealth-building equation: protection and growth.

⚖️ Al Georgio (Attorney, Inman & Tourgee Attorneys at Law) breaks down how to leverage trusts to preserve wealth for generations, protect assets from risk, and create a clear legacy plan.

📲 Tom Canterino (Founder & Principal, LevelUp Digital Solutions) reveals how businesses and individuals can go viral on social media—turning attention into trust, and trust into revenue.

👉 Whether you’re building wealth or building an audience, this episode gives you the tools to create something lasting.

🔗 Guest Links & How to Follow

Al Georgio🌐 Website: itwlaw.com

Tom Canterino🌐 Website: levelupdigitalagency.com📸 Instagram: @levelupdigitalsolutions

💼 Episode Sponsors

Annie Mac Mortgage🌐 annie-mac.com📸 Instagram: @anniemac_home_mortgage

Matt Bates – Movement Mortgage🌐 movement.com📸 Instagram: @themortgagebates

John Lapointe

🌐 ⁠https://lapointeins.com/📸 Instagram: @johnlapointe

Most investors start with single-family homes. But how do you make the leap to apartment buildings—and the exponential wealth that comes with them?

In this episode of the Wealth Architect Podcast, Gino Barbaro, co-founder of Jake & Gino, breaks down the mindset shifts, financing strategies, and partnerships that make scaling possible. A certified money coach, Gino also shares how to build lasting wealth through discipline, clarity, and mentorship.

Later, Doug Leibinger, Founding Broker of Compass Aspen, joins to share unique insights from one of the most competitive luxury real estate markets in the world.

👉 Whether you’re just starting in real estate or aiming to scale up, this episode is packed with actionable insights.

🔗 Guest Links & How to Follow:

Gino Barbaro🌐 Website: jakeandgino.com📸 Instagram: @jakeandgino

Doug Leibinger🌐 Website: dougleibinger.com📸 Instagram: @dougleibinger

💼 Episode Sponsors:

Annie Mac Mortgage🌐 annie-mac.com📸 Instagram: @anniemac_home_mortgage

Melissa D’Ellena – Attorney & Title🌐 dellenalaw.com📸 Instagram: @dellenalaw

Matt Bates – Movement Mortgage🌐 movement.com/lo/matt-bates📸 Instagram: @themortgage_guy_ri

What if you could avoid capital gains taxes while scaling your wealth AND own your space with confidence in real estate?

In this episode, host Emilio DiSpirito sits down with two powerhouse guests:

👉 Ashley Tison, Esq. breaks down the secrets of Opportunity Zones—how investors can legally defer or even eliminate capital gains tax while revitalizing communities.

👉 Kira Greene shares her journey of building a signature brand in luxury real estate, strategies that set her apart, and how she continues to thrive in a competitive market.

Whether you’re an investor looking for smarter tax strategies or an agent wanting to level up your business—this episode is a must-listen.

🎙️ Guests:

Ashley Tison, Esq. – Founder, OZPros🌐 Website: ozpros.com📸 Instagram: @ozpros

Kira Greene – Founding Agent | Compass🌐 Website: kiragreenerealestate.com📸 Instagram: @kiragreene_realestate

💼 Episode Sponsors:

Season 2 kicks off with a powerhouse episode! 🚀

Real estate wholesaler CJ Moss reveals the strategies and mindset shifts that helped him dominate the wholesaling market—from finding the best deals to building a marketing machine that keeps the pipeline full.

Then, financial planner Mary Brimer delivers a crucial perspective on wealth preservation. As homes age and retirement planning gets tougher, Mary shares how to protect both your assets and your future well-being with smart financial and real estate strategies.

👉 Whether you’re chasing fast-paced wholesale profits or looking to secure your long-term wealth, this episode gives you the playbook.

🎙️ Guests:

CJ Moss

• 🌐 Website: mosshomesolutions.com

• 📸 Instagram: @mosshomesolutions
  

Mary Brimer

• 🌐 Website: gingergreenfinancial.com

What does it take to break into real estate development—and how do you create a business that thrives for generations?

In this episode of the Wealth Architect Podcast, host Emilio DiSpirito sits down with Daniel Ayotte, President of Northpoint Developers, to unpack the blueprint for starting in real estate development—from finding your first deal to managing construction and navigating the challenges that come with the job.

Then, Jim Paiva, President of Elite Auto Repair, shares his insights on building a successful family-owned business, creating systems that last, and preparing the next generation to take over.

Whether you’re looking to develop your first property or create a lasting business legacy, this episode is packed with real-world strategies you can apply today.

🔗 Guest Links & How to Follow

Daniel Ayotte📸 Instagram: northpoint_developers

Jim Paiva🌐 Website: https://www.eliteautori.com/

💼 Episode Sponsors

Annie Mac Mortgage🌐 annie-mac.com📸 Instagram: @anniemac_home_mortgage

Nexus Property Management🌐 nexri.com📸 Instagram: @nexuspropertymanagement

Elite Auto Repair RI🌐 eliteautori.com📸 Instagram: @eliteautori

Think you need cash or credit to build a real estate empire?

Think again.This week, Wealth Architect host Emilio DiSpirito sits down with Pace Morby, creative financing legend, author, investor, and co-host of A&E’s Triple Digit Flip, who has built a $500M+ real estate portfolio using zero cash, zero credit, and zero credentials.

Pace breaks down how creative finance works, why it’s a game-changer in today’s market, and how anyone—from beginners to agents—can leverage it to close more deals and build long-term wealth.

Plus, Emilio shares tactical advice for real estate agents struggling to move inventory, reignite momentum, and win listings—even in a tough market.

🎯 Whether you're an investor, agent, or entrepreneur, this episode will shift your mindset and equip you to take action now.

🔗 Guest Links & How to Follow:

Pace Morby

🌐 Website: www.pacemorby.com

📸 Instagram: @pacemorby

Emilio DiSpirito

🌐 Website: www.evrealestate.com/agent/emilio-dispirito

📸 Instagram: @emiliodispirito

💼 Episode Sponsors:

Annie Mac Home Mortgage

🌐 annie-mac.com

📸 Instagram: @anniemac_home_mortgage

Elite Auto Repair RI

🌐 eliteautori.com

📸 Instagram: @eliteautorepairri

George Metz – Metz Moving

🌐 metzmoving.com

📸 Instagram: @metzmoving

What’s really keeping you stuck?

In this episode, Trevor McGregor, a world-renowned business and real estate coach, reveals the five most common roadblocks that stop investors from scaling—and how to overcome them with proven strategies. From limiting beliefs to lack of systems, Trevor walks through the mindset and mechanics of real estate growth.

Then, in a bonus listener Q&A segment, host Emilio DiSpirito answers your biggest questions about the market, investing, and long-term wealth building.

Whether you’re an agent, investor, or entrepreneur—this episode is your wake-up call.

🔗 Guest Links & How to Follow:

Trevor McGregor
🌐 Website: trevormcgregor.com📸 Instagram: @coachwithtrevor🎥 YouTube: Trevor McGregor Coaching

💼 Episode Sponsors:

Annie Mac Home Mortgage🌐 annie-mac.com📸 Instagram: @anniemac_home_mortgage

Matt Bates – Movement Mortgage🌐 themattbatesteam.com📸 Instagram: @themattbatesteam

Ted Topouzis – Topouzis Law🌐 tntlegal.com📸 Instagram: @topouzislaw

You’ve worked hard to build your portfolio—but is it protected?

On this episode of the Wealth Architect Podcast, we’re diving into the legal side of real estate wealth with Garrett and Ted Sutton, leading attorneys in asset protection and corporate law. Learn how to structure your real estate holdings for long-term protection, privacy, and peace of mind.

Then, Rich Brandariz of AnnieMac Mortgage shares how the Builder’s Advantage Program can be a game-changer for agents and developers, plus market trends every buyer should know right now.

Whether you’re building, buying, or holding—this episode is your playbook for smarter, safer investing.

🔗 Guest Links & How to Follow:

Garrett Sutton🌐 Website: CorporateDirect.com📸 Instagram: @corporatedirect

Ted Sutton🌐 Website: sutlaw.com📺 YouTube: Corporate Direct

Rich Brandariz🌐 Website: annie-mac.com/lo/richbrandariz📸 Instagram: @richbrandariz

💼 Episode Sponsors:

Annie Mac Home Mortgage

🌐 annie-mac.com

📸 Instagram: @anniemac_home_mortgage

Matt Bates – Movement Mortgage

🌐 themattbatesteam.com

📸 Instagram: @themattbatesteam

John Lapointe – Lapointe Insurance

🌐 lapointeins.com

📸 Instagram: @lapointeinsurance

What if you could build long-term wealth while elevating your brand to the top 1%?
In this episode, host Emilio DiSpirito dives deep with two experts who’ve done just that.

Joseph Ackaway breaks down the essential rules and timelines of 1031 exchanges, reverse exchanges, and the critical role of a Qualified Intermediary—so you can legally defer taxes and grow your portfolio.

Then, Kim Marion shares how she went from marketing executive to one of Rhode Island’s top 1% Realtors®. Discover how she built a global luxury brand by focusing on trust, consistency, and connection.

👉 Whether you're scaling your investment game or your personal brand, this episode is your blueprint.

🎙️Follow Our Guests:

Joseph Ackaway, Co-Founder, RI 1031 Exchange Company
Topic: Mastering 1031 Exchanges for Real Estate Wealth🌐 Website: ri1031exchange.com

Kim Marion, Global Real Estate Advisor, Engel & Völkers Barrington East Bay🌐 Website: kimmarion.evrealestate.com📸 Instagram: @kimgetsrealty

💼 Episode Sponsors:

Annie Mac Mortgage🌐 annie-mac.com📸 Instagram: @anniemac_home_mortgage

Melissa D’Ellena – Attorney & Title🌐 dellenalaw.com📸 Instagram: @dellenalaw

Matt Bates – Movement Mortgage🌐 movement.com/lo/matt-bates📸 Instagram: @mattbatesmortgage

What do storage units and podcasts have in common? If done right—both build lasting wealth.

This week on The Wealth Architect Podcast, host Emilio DiSpirito welcomes two unique guests who’ve mastered niche wealth-building strategies:

🔹 Scott Meyers, Founder of SelfStorageInvesting.com, owns over 28,000 storage units nationwide. He breaks down:

• Why self-storage is recession-resistant and scalable

• How to add passive income streams like U-Haul and retail

• His journey to building financial freedom “free from tenants, toilets, and trash”

🔹 Scott Rotondo, Host of The Rotunda on 990WBOB, shares the behind-the-scenes of long-form content creation. He dives into:

• Building an audience with consistency

• Staying motivated through feedback & burnout

• Why podcasting is a branding tool that compounds

If you’re exploring non-traditional wealth paths, this episode is a masterclass.

🔗 Guest Links & How to Follow:

Scott Meyers🌐 Website: selfstorageinvesting.com📸 Instagram: @selfstorageinvesting

Scott Rotondo🌐 Podcast: 990wbob.com/the-rotunda📸 Instagram: @therotundapodcast

💼 Episode Sponsors:

Annie Mac Home Mortgage🌐 annie-mac.com📸 Instagram: @anniemac_home_mortgage

Nexus Property Management🌐 nexri.com📸 Instagram: @nexuspropertymanagement

Melissa D’Ellena – Attorney & Title🌐 dellenalaw.com📸 Instagram: @dellenalaw