Wealth Matters By Alpesh Parmar

DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment strategies. He researched and discovered unique strategies, including the “Infinite Banking Concept,” which he uses by combining specially designed whole life insurance policies to build cash value and access tax-free loans.

Dan also developed principles for “Ultimate Cash Flow,” which involve combining time, compounding, safety, leverage, and tax advantages to appreciate assets. He wrote several books, including his latest book “The 4 Keys to Building Wealth,” to educate others on these strategies.

Dan values tax advantages, access to capital, and controlling the flow of money and is dedicated to helping clients find strategies that fit their needs.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 01:48) Opening Segment

- Dan is introduced as the guest Host

- Dan shares something interesting about herself

(01:48 - 20:44) Investing for Tax Credits

- What inspired you to become a financial advisor in the first place?

- What happened on your journey that led you away from traditional, Wall-Street investments like stocks and 401ks to more non-traditional investing?

- Could you explain a little more about your investment philosophy and the goals you hope to achieve through that philosophy?

- Carbon tax credits

(20:44 - 24:03) Fire Round

- Dan shared if he would change his investment strategy

- Dan also shares his favorite Finance, real estate book, or any related book

- Also Dan shared about the website and tools that he can recommend

- Dan's advice to beginner investors

- Also shared how his gives back

(24:03 - 24:51) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠

Sophie Howard has started, scaled, and sold six and seven-figure online businesses. She knows what works when it comes to growing an online business. Sophie is here to help you find freedom with a business that works for your life. Aspiring Entrepreneurs is the home of Sophie Howard. It's a community designed to help aspiring entrepreneurs build a business and a life that serves them. There's no fluff, jet planes or Lamborghinis - just powerful advice and inspiration on all things related to starting and growing a successful online business.

Sophie started online with an Amazon business in 2013, which she sold for over $1 million USD in 2015. As well as launching over 1000 products, she has built educational programs teaching thousands of students how to sell Amazon products and self publish ebooks on Kindle. Sophie has spoken on stages around the world, teaching and inspiring other aspiring entrepreneurs to achieve success.

As a big fan of passive income streams and smart business models, she stays engaged with the latest trends in online business. Sophie lives in Wanaka, New Zealand, and juggles her business portfolio with two young children, a horse, and running in the mountains.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 03:48) Opening Segment

- Sophie is introduced as the guest Host

- Sophie shares something interesting about herself

(03:48 - 33:15) The Best Online Business Models

- Sophie shares her first investment and how it worked out

- Sophie shares as well of different types of online business

- She also shares the best online business models and why they are called the best online business models

- Also, can the online business generate passive cash flow

- Sophie shares the benefit of investing in online business

- She shares as well ho she keeps track of the competition

- She also explains which one is better? to start an online business from scratch. or acquire an existing business

(33:15 - 39:14) Fire Round

- Sophie shared if she would change her investment strategy

- Sophie also shares her favorite Finance, real estate book, or any related book

- Also Sophie shared about the website and tools that she can recommend

- Sophie's advice to beginner investors

- Also shared how she gives back

(39:14 - 40:57) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠

Fred Moskowitz is an educator and best selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively ""be the bank"".

Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled ""The Little Green Book Of Note Investing, has recently launched.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 04:38) Opening Segment

- Fred is introduced as the guest Host

- Fred shares something interesting about himself

(04:38 - 26:56) Leveraging the power of Health Savings Account

- Fred shares his first investment

- Fred explains what is a health savings account

- Fred mentioned that everyone can get HSAccount

- He also shares if a business owner can get HSAccount even if you are not W2 employed

- Also he shares how should someone use HSA

- Fred shares about what are some of the custodians that support HSA

(26:56 - 33:20) Fire Round

- Fred shared if he would change his investment strategy

- Fred also shares his favorite Finance, real estate book, or any related book

- Also Fred shared about the website and tools that he can recommend

- Fred's advice to beginner investors

- Also shared how he gives back

(33:20 - 34:23) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠

Today’s guest is Travis Baucom, the founder, and CEO of Balcomie Capital. Balcomie Capital is a boutique firm for high-net-worth and high-income individuals that specializes in a seldomly invested but well-known property type that performs better than most others. Having started his journey in private markets back in 2012.

Travis has successfully been involved with over $55 million in AUM through acquisition, development, repositioning, disposition, asset management, and strategic planning.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:13) Opening Segment

- Travis is introduced as the guest Host

- Travis shares something interesting about himself

(02:13 - 27:46) Unlocking Access to Off-Market deals

- How Self-Storage Investing is Risk-Averse and Recession Proof?

- What are the Benefits of Investing Locally and Privately?

- Stability in a Sea of Change: Balcomie Capital’s Investment Philosophy

- Why Accessibility Matters to Investors?

(27:46 - 34:10) Fire Round

- Travis shared if he would change his investment strategy

- Travis also shares his favorite Finance, real estate book, or any related book

- Also Travis shared about the website and tools that he can recommend

- Travis's advice to beginner investors

- Also shared how he gives back

(34:10 - 35:05) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠

Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor and a nationally recognized financial expert featured in Forbes, Yahoo Finance, Fox, Chicago Weekly News, New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry’s mission in life is to help create millions of financially educated and solvent families achieving greater financial freedom and sharing the truth about money with those around them.

Jerry gave away his first business to a colleague and restarted with nothing. He founded Wealth DynamX, a Wealth Creation Firm, that helps clients across the U.S. build wealth. He has clients around the world, numerous employees and literally helps change people's lives with finances. Jerry Fetta helps make finances simple, true, and applicable. Jerry is married to his wife and business partner, Lexy, and together they have achieved financial independence in their own lives before the age of 30 and want to help as many families as they can to do the same!

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:29) Opening Segment

- Jerry is introduced as the guest Host

- Jerry shares something interesting about himself

(02:29 - 26:36) How to become financially free like the Top 1%

-How to Build Wealth Like the Top 1%: The Step-by-step Sequence to Achieve True Financial Freedom

-How to Make Money While Paying Off Debt & Making Debt an Investment to Your Future

-Why Passive Income Should Be Greater Than Savings + Expenses + Taxes

-The Opportunities of Alternative Investing & What You Need to Know

-How to Not Pay Your Taxes & Get Away With It!

-The Basics of Gold & Silver:

-The FED invests BILLIONS maybe you should too!

-Longest standing currency that has a 6 thousand year track record of success

-How hard assets can protect you against inflation

(26:36 - 34:04) Fire Round

- Jerry shared if he would change his investment strategy

- Jerry also shares his favorite Finance, real estate book, or any related book

- Also Thomas shared about the website and tools that he can recommend

- Jerry's advice to beginner investors

- Also shared how he gives back

(34:04 - 35:06) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠

Thomas Castelli, CPA is a Tax Strategist and real estate investor who helps other real estate investors keep more of their hard-earned dollars in their pockets and out of the government's

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠

An engineer, investor, syndicator, and a builder Ted Patel is the founder and CEO of Astre Capital. He has over 10+ years of experience in real estate investing and started his real estate journey by doing fix and flips, new construction projects and investing in small multifamily. For the past few years, he has focused on investing in large apartment communities and commercial properties across several states; generating consistent double digits returns.

Ted strongly believes that passive income is the most important component to secure one’s financial future; and has been helping engineers and busy professionals achieve the same through, passive investments in real estate. Additionally, Ted holds a master’s degree in computer science and has worked with top-tier investment banks on Wall Street. While he is not working, he loves spending quality time with his wife and two sons.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:21) Opening Segment

- Ted is introduced as the guest Host

- Ted shares something interesting about himself

(02:21 - 26:38) Art of buying properties from Foreclosure

- Ted shares his first investment

- Ted briefly explains what is foreclosure

- What Ted sees about the foreclosure in the Market

- Ted shares how he buys real estate while it's in the foreclosure

- He also explains what is the process of the auction on foreclosure

- Ted shares as well what under-writing should go through

- Also Ted talked about gotcha's while buying properties under foreclosure

- Ted shares more about foreclosure

- Ted shares as well his best and worst deals

(26:38 - 31:00) Fire Round

- Ted shared if he would change his investment strategy

- Ted also shares his favorite Finance, real estate book, or any related book

- Also Ted shared about the website and tools that he can recommend

- Ted's advice to beginner investors

- Also shared how he gives back

(31:00 - 31:56) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠link⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠

⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠

⁠⁠⁠⁠Tiktok: @wealthmatrs⁠

Leslie is the Director of Operations and Co-founder of XSITE Capital Investment LLC. He manages the company operations, market/data analysis, cash flow and budget analysis. Leslie is an entrepreneur and real estate investor. Leslie started investing in single family real estate in 2017 and transitioned to multifamily investing in 2019.

Leslie and his partners at XSITE Capital Investment LLC, currently own and manage $164 million worth of Multifamily real estate. In 2021, Leslie also founded an E-commerce company and Co-founded a Wellness Clinic, in Baltimore, Maryland. He is a trained nurse anesthetist and obtained his MSc in Nurse Anesthesia from the University of Maryland Baltimore.

Leslie has a passion for building business and enjoys adding value to individuals interested in growing their wealth and changing their financial future. Leslie is a husband, father of two beautiful girls, a son and loves to spend his spare time reading, volunteering and flying drones.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:01) Opening Segment

- Leslie is introduced as the guest Host

- Leslie shares something interesting about himself

(02:01 - 18:20) Navigating the Current Multifamily Market

- Current lending options

- current trends, and changes to underwriting to protect yourself

(18:20 - 23:11) Fire Round

- Leslie shared if he would change his investment strategy

- Leslie also shares his favorite Finance, real estate book, or any related book

- Also Leslie shared about the website and tools that he can recommend

- Leslie's advice to beginner investors

- Also shared how he gives back

(23:11 - 24:11) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠link⁠⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠

⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠

⁠⁠⁠⁠Tiktok: @wealthmatrs⁠

With us today is Brandon Cobb, CEO at HBG Capital and an expert real estate consultant and investor. He has been featured in REI Wealth Magazine and Forbes. He’s here to share some actionable advice about using Real Estate Investing as a way to create passive income, how to hire A+ rockstars, and systems and processes you can use to grow your business.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:15) Opening Segment

- Brandon is introduced as the guest Host

- Brandon shares something interesting about himself

(02:15 - 23:31) Expert-level due diligence as a passive Investor

- Why is due diligence important for passive investors?

- How can due diligence be simplified?

(23:31 - 26:09) Fire Round

- Brandon shared if he would change his investment strategy

- Brandon also shares his favorite Finance, real estate book, or any related book

- Also Brandon shared about the website and tools that he can recommend

- Brandon's advice to beginner investors

- Also shared how he gives back

(26:09 - 28:31) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠link⁠⁠⁠.

Check us out at:

Facebook: ⁠⁠⁠@wealthmatrs⁠⁠⁠

⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠

⁠⁠⁠Tiktok: @wealthmatrs⁠

Fernando Angelucci is the Co-Founder and CEO of Self Storage Syndicated Equities, a real estate investment firm with a portfolio of $250M+ built over the past four years.They specialize in self-storage investments, purchasing existing cash-flowing assets, and building ground-up facilities nationwide.

Before getting into self-storage, Fernando worked as an engineer at Dow Chemical, a Fortune 50 company, where he rolled out a flagship product estimated to gross $1B in global revenues. After a year, he left this lucrative job, and the night after he quit, he applied for 64 credit cards. He received approval for 12 and used the cards to raise $97,000 to begin his real estate investing career.

He was in his early 20s at the time, and this was the only way he could think of to get capital without turning to his parents. Before turning 30, he owned a multi-million dollar portfolio of residential properties covering the Midwest, which he sold in 2018 to focus on self-storage.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:01) Opening Segment

- Fernando is introduced as the guest Host

- Fernando shares something interesting about himself

(02:01 - 29:09) Pros and cons of investing in Self Storage

- On the podcast, Fernando could talk about:

- How he began entrepreneurship from an early age and growing his real estate investment company into a multimillion-dollar business over the past 4 years.

- Why self-storage is becoming an increasingly attractive investment.

- How self-storage investments can earn investors a higher return than the stock market or any other commercial real estate investments.

(29:09 - 33:37) Fire Round

- Fernando shared if he would change his investment strategy

- Fernando also shares his favorite Finance, real estate book, or any related book

- Also Fernando shared about the website and tools that he can recommend

- Fernando's advice to beginner investors

- Also shared how he gives back

(33:37 - 34:59) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠ Wealth Matter’s YouTube channel ⁠⁠and you can reach out to Alpesh using this ⁠⁠link⁠⁠.

Check us out at:

Facebook: ⁠⁠@wealthmatrs⁠⁠

⁠⁠IG: @wealthmatrs.ig⁠⁠

⁠⁠Tiktok: @wealthmatrs