Wealth Renegade

In 2016, David Shirkey focused his business-buying prowess (built over generations with his family) to explore numerous asset classes: Mobile-home parks, industrial, multifamily, and life insurance. How did Bitcoin enter the fray? Find out here: In the broadest episode we have ever done at the Wealth Renegade Podcast. Follow David on X.com at @shirkeyd: https://x.com/shirkeyd

Highlights

• Benefits and strategies of investing in life insurance
• Experiences with Bitcoin in El Salvador
• Balancing exposure to Bitcoin with other asset classes
• Managing family involvement in investment strategies
• Family unanimity for decision-making in deploying capital
• 10-10 annual meeting and the family's investment strategy
• Activities the family indulges in during their meetings including games and business pitches from the children
• The importance of intentional discussions about their family business, investments, and goals during their annual trip
• The imperfect but effective nature of their family investment strategy
• Approval of David's family's exercise of long-term thinking and commendation of their initiative

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with David Shirkey
• [email protected]
• www.orbitform.com
• https://x.com/shirkeyd

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Michael Orlando likes playing with invisible building blocks. Since building and exiting several tech businesses, he has refined his process even as he's broadened his scope as an investor and founder, and he relishes the concept of business-building. He is invigorated by value-add strategies and how leverage can achieve strategic by-products that scale. Connect with him at https://www.landoconsulting.com/

Highlights

• Identifying where Michael's skills were best suited, choosing to focus on businesses that utilize his technical skills, and juggling multiple different projects
• Taking a systematic approach to his ventures, seeking consistency rather than flashy successes
• How his business exits affected his asset allocation strategy and how his perspective has evolved
• His insight into how one's allocation strategies should evolve with age and circumstances
• Michael's legacy desires and his approach to wealth creation
• How he sees his legacy in terms of products and services that are beneficial to users

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Michael Orlando
• https://www.landoconsulting.com/
• https://www.linkedin.com/in/mikeaorlando

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Paul Vranas founded Colfax & Halsted to create special purpose entities (SPE's) for investors to come alongside him as he invests in his local market of Denver, Colorado. After three generations of real estate investing (spanning retail, multifamily, condos, value-add density plays, and SFR's), he made the strategic choice to push the envelope for greater scale and opportunity. Follow him at https://www.colfaxhalsted.com/

Highlights

• Paul's grandparents' journey in starting their grocery store and eventually buying a building that housed numerous family members
• His recent investments and how he strategized working with his family, friends, and professional network to raise capital for a large project
• How he got started, his experience in real estate finance, how he conducted the raise of capital, and how he continued to educate himself with a Mastermind and diligently working with specialists
• From Paul's firsthand knowledge and experience of his market, he aims to build out a diversified portfolio, working with different developers and neighborhoods in Denver in the following years
• His family's generational wealth journey, appreciating and learning from his ancestors' experiences, and taking forward the journey in his own way in real estate investment.

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Paul Vranas
• https://www.colfaxhalsted.com/
• https://www.linkedin.com/in/pvranas

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Drop your ego and find psychological freedom as an investor? Marc Halpern has designed the "Ultimate Passive Investor Endgame" out of the research for his book "Now Be Happier" and decades of real estate investing - if you know that investing is the tool in your toolbox for personal fulfillment, pay attention. He also discusses his Deep Due Diligence process for investors who want scathingly precise methods for identifying right-fit opportunities.

Highlights

• Marc's part-time investing company, Part-time Investors LLC.
• The creation of an objective metric for happiness
• The four categories of time
• Practical application of how the 'Now Be Happier' app works
• How this approach to time helped him realize he needed to shift from managing tenants to private placements

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Marc Halpern
• https://www.amazon.com/Now-Be-Happier-Measure-Happiness/dp/1960953001
• https://www.parttimeinvestorsllc.com/

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In this episode, host Robby Butler interviewed Dr. George Ozoude, an orthopedic surgeon and founding partner of Time Health Capital. Dr. Ozoude started his career in Houston, Texas, working within the state-run academic community practice program. Although initially pleased with his career, he became disillusioned with the corporate medical model he observed, which he felt detracted from the quality of patient care and physician autonomy. Motivated to make a difference, Dr. Ozoude began exploring finance and started investing to build a passive income to regain personal and career autonomy.

Dr. Ozoude's ultimate goal is to enable more physicians to become more satisfied and autonomous in their careers by creating financial independence. His vision for the future includes an army of financially secure physicians providing great patient care and positively impacting the healthcare landscape. In terms of figures, he aims to raise $5 million this year, up from $500k raised last year and hopes for upwards of a billion dollars in investment in the distant future. Dr. Ozoude insists the work is a legacy for his family, which has deep roots in the medical profession.

Who's The Guest? Meet Dr. George Ozoude, orthopedic surgeon and investor in 25 limited partnership opportunities across asset classes. Dr. Ozoude is different, however. He knew it was his purpose to transform healthcare: from the strictures of the corporate medical model to freeing physicians to serve their patients and feel the satisfaction of their positive impact. Dr. Ozoude gives you his portfolio theory, his approach to passive and active income, and the immense personal growth that occurs from working on your purpose.

Highlights

• The principle of American freedom and how it affects their professional practice.
• Dr. George Ozoude's investment choices
• Factors that influence the investment choices he made
• His strategies for generating passive income
• What his investment proportions are
• How his investment preferences can change over time

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Dr. George Ozoude
• https://timehealthcapital.com/

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Three sources of capital. Six decades of experience. $1 billion in AUM. Irwin Boris is the Senior Vice President of Heritage Capital Group and he wants you to consider industrial investing. If you are ever tempted to "eat your IRR" (impossible) or buy an asset without in-place cash flows, listen to Irwin to get insights into small-bay industrial flex and logistics spaces.

Who's The Guest? Irwin is the SVP of Investments for Heritage Capital Group, a 3rd generation real estate family office. In the past, he has been the Head of Real Estate for several family offices (foreign and US), making investment decisions. He currently advises investors on existing and potential investments and provides asset management services. Irwin has more than 30 years of experience in real estate finance, investment, and asset management. During his professional career, he has participated as a direct lender, principal, investment banker and advisor in more than $5 billion in real estate transactions.

Highlights

• How Irwin and the host met at the Family Office Club Super Summit
• Investing in industrial buildings as it offers better returns and more stability compared to multifamily units
• The importance of having a long-term view and experience to make sound investment decisions
• Why investors should focus on the actual cash flow rather than estimated cash flow or lofty projections
• The tax advantages and wealth creation potential of real estate investments
• The need to be prepared for economic cycles
• The importance of long-term debt plans and low leverage ratios

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Irwin Boris
• https://www.heritagecapitalgroup.net/
• [email protected]

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Rather than spending $10,000 attending, here is your insight into the Family Office Club Super Summit. Over three days, 120 speakers and the upper echelon of wealth providers and creators come together to discuss strategies, structures, and syndicated opportunities. The term "generational wealth" is thrown around - but the attendees have accomplished this and are looking for their next pathway to level up.

Highlights

• Different categories experienced at the conference
• The concept of a family office
• The workings of the asset allocation and investment decisions
• Different examples of well-known family offices
• The importance of values and principles in a family office
• Takeaway on value alignment for potential partnerships or hires
• Impact of bad investments and the need to pull the plug when necessary
• Why you should start vetting the right partnerships
• Anecdote on person on stage offering ludicrous investment opportunities as a warning to be vigilant in choice of partnerships

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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In this episode, Pasquale Zingarella talks about his journey from corporate America to entrepreneurship, including launching his platform InvestClearly. This platform provides unbiased reviews from limited partners (LPs) and various deal details, leading to clarity and transparency in investment opportunities. Pasquale and host Robby Butler emphasize that investors can use this information to gain truthful insights for decision-making. They note that large marketing budgets or sophistication don't equate to investment skill; instead, varied LP experiences shared on such platforms can offer clearer understanding.

Highlights

• Pasquale's journey to entrepreneurship and real estate investing
• His experiences as a real estate investor and the personal growth he experienced
• What his entrepreneurial journey was and how his experiences drove him to create a better platform for investment
• The difficulty of making comparisons in the investment industry
• How marketing skills don't necessarily equate to investment skills
• The need for education and due diligence before investing
• The long-term impacts of Invest Clearly
• The transparency in communications and investor relations regarding the "dirty laundry" within investment deals
• An objective view for limited partners to understand syndications

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Pasquale Zingarella
• Website: https://goinvestclearly.com/
• Email: [email protected]
• Instagram: @pasqualezingarella
• Facebook: https://www.facebook.com/pasquale.zingarella
• Linkedin: https://www.linkedin.com/in/pasqualezingarella/
• Twitter: @pasquale_z

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Both new investors and seasoned capital allocators need to understand who they are working with. Join Passive Real Estate Investing with Mavericks host Neil Timmins and Robby Butler as Robby tackles the critical realm of investor relations, decoding what you should expect and why it matters.

Highlights

• Robby's career journey from college, through his time in philanthropy and the real estate sector
• How it's important to have a long-term view for one's investment portfolio
• The importance of learning from experiences and taking ownership of one's process
• Significance of investors asking questions when considering investment opportunities
• The importance of understanding the values of who you're working with when investing, and the potential risks if these values are not aligned
• Why investors need to take cautious steps while investing in growth
• Robby's passion outside of real estate

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Neil Timmins
• https://podcasts.apple.com/us/podcast/passive-real-estate-investing-with-mavericks/id1606033254
• https://www.linkedin.com/in/theneiltimmins

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Jay Johnson is the founder of Code 3 Americans, Code 3 Assets, and is an active SWAT Team Lead. We discuss independence, objectivity, and financial literacy on this episode of the Wealth Renegade Podcast. Join Jay at https://code3assets.com/

Highlights

• The people Jay plans to serve and his backstory in military and law enforcement
• Role of the military and firearms in personal protection
• The lack of real financial education in schools
• Thoughts about the agenda in the financial industry
• Critique of the Wall Street machinery, lack of understanding of fundamentals, and financial advisors turned financial brokers
• The lack of independence in the financial industry
• Jay's personal experience and realization about financial literacy serves as a fatal funnel
• Overcoming the inertia in financial independence and the resources Jay tapped into
• Importance of financial independence in enriching humanity and saving America
• Assertion about the financial industry promoting self-interest
• Jay's advice on consuming financial education in small steps, with consistency and willingness
• Why you should join the Code 3 American community

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• [email protected]
• Connect with Jay Johnson
• https://code3assets.com/
• [email protected]

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

• Click here to subscribe with Apple Podcasts
• Click here to subscribe with Spotify
• Click here to subscribe with Deezer