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Welcome to our latest episode!

Join Bronson and the Cash Flow First Investment Expert Panel:

Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street, specializes in recession-resilient cash flow investments like private credit and litigation finance.

Courtney Moeller, founder of EMPR Investment Group, focuses on oil and gas, private lending, and business acquisitions, emphasizing diversification.

Denis Shapiro, author of The Alternative Investment Almanac and founder of SIH Capital Group, targets affordable housing and hospitality for stable cash flow.

Sarah Sullivan, founder of Sugo Capital, explores high-return opportunities like lending to e-commerce businesses while prioritizing investor goals.

Discover why cash flow is king for replacing income, explore alternative assets like oil and gas, affordable housing, private lending, and e-commerce, and learn to navigate risks in multifamily real estate.

TIMESTAMPS

00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)

01:26 - Why cash flow matters for financial freedom

02:36 - Poll: What’s your primary investment goal?

02:47 - Panel introductions: Patrick Grimes, Courtney Moeller, Denis Shapiro, Sarah Sullivan

04:03 - Why cash flow is key: Courtney on covering bills, Denis on the holy grail

06:14 - Patrick on recession-resilient cash flow and private credit

07:54 - Sarah on prioritizing appreciation over cash flow for tax benefits

09:25 - Poll: What’s your primary investment goal?

10:39 - Favorite assets

13:58 - Patrick on commercial real estate and litigation finance

15:59 - Sarah on lending to e-commerce businesses

19:08 - Poll: Most reliable cash flow asset

19:49 - Multifamily challenges: Courtney on institutionalization, Sarah on distressed buys

23:51 - Poll: Biggest concern about cash flow investing

24:04 - Patrick on multifamily struggles: interest rates, COVID, insurance costs

27:14 - Denis on affordable housing opportunities

30:16 - Contrarian investing: Buying out-of-favor assets

31:56 - Sarah on the guru effect oversaturating multifamily

36:46 - Poll: Cash flow focus

40:24 - Poll: Where to deploy $500k?

41:36 - Q&A: Cash calls in syndications

43:37 - Q&A: Alternatives to holding cash

49:04 - Courtney on building business credit for liquidity

56:37 - Closing | How to connect with the panelists

Connect with the Guests:

Courtney Moeller:

Website: courtneymoeller.com

LinkedIn: https://www.linkedin.com/in/csmoeller/

Oil & Gas Report: http://oilandgasreport.net/

Denis Shapiro:

Email: [email protected]

Website: https://sihcapitalgroup.com/

X: https://x.com/sihcapital?lang=en

Instagram: https://www.instagram.com/sihcapitalgroup/?hl=en

Linkedin: https://www.linkedin.com/in/denisshapiro

Patrick Grimes:

Book: https://passiveinvestingmastery.com/book

Website: https://passiveinvestingmastery.com/

Linkedin: https://www.linkedin.com/in/patricksgrimes/

Email: [email protected]

Sarah Sullivan:

Website: https://theconfidentinvestorsummit.com/freedom-in-3-recurring-live/

#CashFlowInvesting

#PassiveIncome

#AlternativeInvestments

#RealEstate

#OilAndGas

#PrivateLending

#FinancialFreedom