Wealth Matters By Alpesh Parmar

Jeremy is a co-founder of Climb Capital, a Commercial Real Estate Investment Company focused on buying and managing Destination RV Parks. He has been an active commercial and multifamily real estate investor since 2010. Jeremy completed his MBA from the University of Florida in 2016 and has extensive experience acquiring and managing multifamily, mobile home park, office, and outdoor hospitality properties.

Originally from Texas, Jeremy attended the University of Oklahoma on a Navy ROTC scholarship. As a Naval Officer, he served as an MH-60S Helicopter Pilot, deploying multiple times onboard the aircraft carrier USS John C Stennis. He continues to serve in the Naval Reserves as an Advanced Helicopter Flight Instructor.

In 2022 he participated in his first private equity deal, acquiring an ownership stake in Velocity Restorations. Velocity is the leader in the restoration and modernization of vintage SUVs, specifically the Ford Bronco.

Jeremy and his family call Pensacola, FL home. He is happily married to his wife of 14 years, Heidi. They have four children and are active members of their local church.

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

(00:00 - 02:44) Opening Segment

- Jeremy is introduced as the guest Host

- Jeremy shares something interesting about himself

(02:44 - 24:06) Why RV Parks are the Next BOOMING Asset Class

- Jeremy shares how he started in real estate and why

- Jeremy shares that when he switched to investing in RV parks

- He also shares why RV Park is the next booming asset class

- He shared what would it happen in the RV park to what had happened to Airbnb?

- Jeremy share as well if RV PARK is recession ready or resistant?

- Jeremy shares how would he take care of the zoning

- Also, he shares should we get RV Park because of the recession

- He also shares his best RV PARK deal and worst RV park deal

- Jeremy shares what specific market he is focused on

(24:06 - 29:04) Fire Round

- Jeremy shares if he sees an impact on the mobile home industry

- Jeremy shares his investment strategy

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

- Jeremy shares about the website and tools that they can recommend

- Jeremy's advice to beginner investors

- Also shared how he gives back 

(29:04 - 29:54) 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

Mario Dattilo began his entrepreneurial career while in high school at the age of 18. He began investing in real estate in 2008 and started building a portfolio of mobile home communities in 2015. The portfolio is in five states and is managed by celebrate communities, Mario’s property management company. 

Mario has always enjoyed educating and helping others and does this through his mobile home park investing YouTube channel (MarioDattilo.Tv), his education company (MHPTribeSolutions.com) and his commercial real estate/entrepreneurship podcast (MarioDattiloShow.com).

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

(00:00 - 02:05) Opening Segment

- Mario is introduced as the guest Host

- Mario shares something interesting about himself

(02:05 - 35:12) Underwriting Mobile Home Parks

- Mario shares his first real estate investment

- Mario also shares how he started investing in mobile home parks

- He also shares what things he looks at as soon as he receives the mobile home deal

- He shares the underwriting process for every deal

- Mario shares What spreadsheet he is using for underwriting 

- Mario shares who are his underwriting team

- Also, he shares all his mistakes made during the underwriting

- He also shares his best deal

- And he shares if he sees an impact on the mobile home industry

(35:12 - 44:43) Fire Round

- Mario shares if he sees an impact on the mobile home industry

- Mario shares his investment strategy

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

- Also Mario shares about the website and tools that they can recommend

- Mario's advice to beginner investors

- Also shared how he gives back 

(44:43 - 46:33) 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

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing Move your cryptos to self-custody.

Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. He owns and manages a portfolio of duplexes and small to medium-sized apartment buildings in Birmingham, Atlanta, and Dallas markets. In this podcast, he will discuss Move your cryptos to self-custody.

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

Exchanges

https://www.coinbase.com/join/parmar_27

https://accounts.binance.us/en/register?ref=52159822

https://www.kucoin.com/ucenter/signup?rcode=24hQ3Jv

https://swapspace.co?ref=f5814e34ad7134c10e3f07e0

https://www.gate.io/signup/3408973

https://crypto.com/app/9ux1x96a8s

https://uphold.com/signup?referral=1b5c565a5c

https://www.swanbitcoin.com/wealth

Interest Bearing

https://www.gemini.com/share/987weayh7

https://blockfi.com/?ref=1d6bc32d

https://celsiusnetwork.app.link/110249e176

https://voyager.onelink.me/WNly/referral?af_sub5=D3D527

https://nexo.io/ref/smwmo2ecec?src=ios-link

Earn Free Bitcoin

https://freebitco.in/?r=41976256

https://getpei.app.link/invite?code=8zgqy4

https://use.foldapp.com/r/PWWA4LLL

Filing Taxes

http://cryptotrader.tax?fpr=wealth (http://cryptotrader.tax/?fpr=wealth)

https://cointracking.info?ref=W702955 (https://cointracking.info/?ref=W702955)

(00:00 - 00:40) Opening Segment

-Introduction

(00:40 - 07:01) Move your cryptos to self custody

-Alpesh shares the update on Crypto today

-He talks about Genesis Capital

-And how it works 

-Alpesh shares also about Ledger NanoX

-He also talks about trezor

-He shares how hardware wallet functions

(07:01 - 07:31) 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

Joining us today is Zack Boothe, host of the Driving For Dollars Mastery podcast, where Zack shares his insider secrets to finding massively discounted properties regardless of experience level. Zack went from a successful window cleaner to an even more successful millionaire, real estate investor. With his constantly growing business, he now spends his time helping others see how simple it is to make money with real estate. Zack built a dream real estate business…and he’s to show you how you can too.

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

(00:00 - 02:41) Opening Segment

- Zack is being introduced as the guest Host

- Zack shares something interesting about himself

(02:41 - 29:59) How to get the most from your real estate investment

- Zack shares his first real estate investment

- Zack talks about what assets his focused on right now

- He also shares how an investor can get more out of their real estate investment

- Also he shares does it inflicts interest when they buy property 

- Zack gave an example of it

- Zack shares what are some of the mistakes he has made with his investments

- And he also shares his best and worst deal

- Zack shares which market is focused on

(29:59 - 5:54) Fire Round

- Zack shares his investment strategy

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

- Also Zack shares about the website and tools that they can recommend

- Zack's advice to beginner investors

- Also shared how he gives back 

(35:54 - 36:52) 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

Every Monday, Alpesh will be sharing experiments he did with his investments since 2009. In today's episode, Alpesh will be discussing How did FTX get fried.

Alpesh Parmar is an entrepreneur, real estate investor, business owner, author, mentor, and podcast host who is passionate about wealth, life, and health. Alpesh is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback. He has invested in the USA, Belize, Panama, Paraguay, and India. He owns and manages a portfolio of duplexes and small to medium-sized apartment buildings in Birmingham, Atlanta, and Dallas markets. In this podcast, he will discuss How did FTX get fried.

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

Exchanges

https://www.coinbase.com/join/parmar_27

https://accounts.binance.us/en/register?ref=52159822

https://www.kucoin.com/ucenter/signup?rcode=24hQ3Jv

https://swapspace.co?ref=f5814e34ad7134c10e3f07e0

https://www.gate.io/signup/3408973

https://crypto.com/app/9ux1x96a8s

https://uphold.com/signup?referral=1b5c565a5c

https://www.swanbitcoin.com/wealth

Interest Bearing

https://www.gemini.com/share/987weayh7

https://blockfi.com/?ref=1d6bc32d

https://celsiusnetwork.app.link/110249e176

https://voyager.onelink.me/WNly/referral?af_sub5=D3D527

https://nexo.io/ref/smwmo2ecec?src=ios-link

Earn Free Bitcoin

https://freebitco.in/?r=41976256

https://getpei.app.link/invite?code=8zgqy4

https://use.foldapp.com/r/PWWA4LLL

Filing Taxes

http://cryptotrader.tax?fpr=wealth (http://cryptotrader.tax/?fpr=wealth)

https://cointracking.info?ref=W702955 (https://cointracking.info/?ref=W702955)

(00:00 - 01:08) Opening Segment

-Introduction

(01:08 - 11:22) How did FTX get fried

-Alpesh shares the update on Crypto today

-He talks about FTX and Alameda

-And how it works 

-Alpesh shares also about Tron

(11:22 - 12:50) 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

Alex and Ed were recognized in the 2021 Forbes Best-In-State Wealth Advisors list, and they're also the Co-Founders and Managing Partners of Birch Run Financial, a financial advisory managing $350M+ in clients' assets. They're also the authors of Mastering the Money Mind: A New Way of Thinking About Personal Finance, a book that offers advice investors of all ages can use to make smarter financial decisions.

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

(00:00 - 04:45) Opening Segment

- Alex and Ed are being introduced as the guest Host

- Alex and Ed shares something interesting about themselves

(04:45 - 26:42) Markets and the Economy during 2022

- Alex and Ed shared about what kind of assets they invested in

- They talk about why not invest in real estate

- They shared What happened in the capital market in the first nine months of 2022

- Alex and Ed share if we are heading to recession or already in recession

- Alex and Ed also talk about what should an investor do in such kind of environment

- They share about as to where they see the opportunity and weakness in the next nine months

(26:42 - 39:17) Fire Round

- Alex and Ed share their investment strategy

- Alex and Ed also share their favorite Finance, real estate book, or any related book

- Alex and Ed shared about the website and tools that they can recommend

- Alex and Ed's advice to beginner investors

-Also they shared how they give back

(39:17 - 40:44) 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

As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies. Aaron received his BA in Economics-Accounting-Spanish Literature from Claremont McKenna College, and his Juris Doctorate from the University of Illinois. 

He formerly worked in Deloitte’s Private Client Advisory Department and spent three years in public accounting working on individuals, trusts, and estates before switching over to wealth

management. He became a CPA in 2008, and a CFP® in 2010. In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two goldendoodles, and five chickens.

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

(00:00 - 03:20) Opening Segment

- Aaron is introduced as the guest Host

- Aaron shares something interesting about himself

(03:20 - 27:56) Tax-advantaged strategy for Pre-IPO options

- Aaron share about what kind of assets he invested in

- He talks about if he only invests in stocks or if he also invests in alternative assets

- He also shares about the worst stocks that he had ever seen

- Aaron shares about What is the one tax secret he wishes people knew about

- Aaron also talks about the best and worst investment decisions he has seen

- He shares as well when should someone and pre-IPOs contact advisors

- He also talks about the recession 

(27:56 - 30:37) Fire Round

- Aaron share his investment strategy

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

- Aaron shares about the website and tools that she can recommend

- Aaron's advice to beginner investors

-Also he shares how she gives back

(30:37 - 32:14) 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

Alejandro Szita (pronounce “SEE-tah”) is a California & Florida mortgage broker for business owners and self-employed professionals. A real estate and mortgage professional since 2005, he explored the world of real estate from all angles—commercial, residential and capital raising—before realizing that real estate finance was his true passion. His clients range from top artists and entrepreneurs to freelancers and owners of mom-and-pop retail stores.

When it comes to getting a real estate loan, you would think that successful entrepreneurs and business owners would have no problem, but Alejandro has found that it is often just the opposite. He shares the challenges these borrowers face, and how they can be overcome. He also shares tips for real estate agents to better prepare their buyers for the loan application process. Alejandro is a regular guest on real estate and finance podcasts, and he enjoys giving practical advice as well as telling stories about the crazy things you can encounter in this field.

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

(00:00 - 02:51) Opening Segment

- Alejandro is introduced as the guest Host

- Alejandro shares something interesting about himself

(02:51 - 32:31) Exposing mortgage loan secrets to benefit the self-employed

- Alejandro share about what kind of assets he invests in and why

- He talks about if being a broker and a partner in a deal is a conflict of interest

- He also shares about What are some challenges that self-employed borrowers run into in real estate financing

- Alejandro what he recommends before buying a house 

- Alejandro shares what things that can business owner to secure the mortgage they need despite all the challenges

- He also share when would you need a mortgage owner

- Also he shares what can real estate can do if they are running into problems from the self-employed buyer 

- Alejandro talks also is good to buy a property right now.

- He also shares how people can protect themselves financially and future economic instability 

- What Alejandro sees in a mortgage rate 

(32:31 - 42:58) Fire Round

- Alejandro share his investment strategy

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

- Alejandro share about the website and tools that she can recommend

- Alejandro's advice to beginner investors

-Also he shares how she gives back

(42:58 - 44:15) 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 over 20 years of experience as a nonprofit professional and foundation advisor, She works with philanthropic institutions and foundations interested in successful, high-impact grant-making, so you can make a true and lasting positive contribution to the world on your terms

In her early career, she chose to work in the nonprofit sector because she saw it as a place where she could make a positive impact on the world. She raised money for programs and directed major campaigns to safeguard and steward our land and water resources. 

She decided to transition to working as a foundation advisor when the Trustees at Lazar Foundation, a supporter of her work as a nonprofit professional, recruited her to be their Executive Director. Over time, more and more donors asked for her assistance so She started her own business to help donors give money away effectively. Lazar Foundation is now a client and she still serves this family to this day.

She didn’t see this as a change but rather a natural extension of doing good in the world. There is no better career than helping donors give to the nonprofits they care so much about.

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

(00:00 - 04:22) Opening Segment

- Sybil is introduced as the guest Host

- Sybil shares something interesting about herself

(04:22 - 26:21) How to Make an Impact with Donations and Avoid Mistakes

- Sybil share about what kind of assets she invests in and why

- She talks about donors and wise funds. what are grants

- She also shares about the tax benefit of donating

- Sybil also talks about to she give her donation to a non-profit that she cared about with an impact 

- Sybil shared what are some mistakes that people make while donating and how to avoid it 

- Sybil also talks about the three kinds of donors

(26:21 - 28:52) Fire Round

- Sybil share her investment strategy

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

- Sybil share about the website and tools that they can recommend

- Sybil's advice to beginner investors

-Also she shares how she gives back

(28:52  - 30:06) 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

Eric and Tiffany Vogel began investing in real estate in 2018 and owned several homes together as business partners before they were married. They found financial independence after 3.5 crazy years of investing, primarily in buy-and-hold rental properties.

Now the Vogels have shifted their focus to helping others achieve financial freedom. They launched The On Purpose Investor podcast in 2022 to share their experiences—both good and bad—and to encourage new investors to become Pathfinders and begin their own journey to their dream life.

They live in the suburbs of Atlanta, Georgia, with their sons and two fur babies. They travel regularly in their RV visiting friends and national and state parks.

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

(00:00 - 03:16) Opening Segment

- Tiffany and Eric are introduced as the guest Host

- Tiffany and Eric shares something interesting about themselves

(03:16 - 32:18) Completely debt-free in less than 3 years 

- Tiffany and Eric share their very first real estate investment

- Tiffany and Eric share why they start investing in real estate

- They also share how they discover their "why"

- They also talked about how "I should rent my bedroom" and how it works

- Tiffany and Eric share what is their lifestyle and what they are thinking 

- Eric shares how he convinced Tiffany to move into a camper 

- Tiffany and Eric share what went into their mind to leave their job and do they have enough money or income

- They share also their monthly income after they left their jobs

- Also they share their goals

- They share their book and what is it about

- Tiffany and Eric share their best real estate deal and their worst deal as well 

(32:34 - 36:01) Fire Round

-Tiffany and Eric share their investment strategy

- They also share their favorite Finance, real estate book, or any related book

- They share about the website and tools that they can recommend

- Tiffany and Eric's advice to beginner investors

-Also they share how they give back

(36:01  - 36:48) 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