EP78: A Simple Way to Earn Wealth Outside the Stock Market - Steve Maldonado

Building wealth, saving for healthcare, and making impactful investments? This episode equips you with the knowledge to tackle these financial challenges. Explore strategies tailored to your risk tolerance and discover the unexpected ways financial literacy can benefit society with Michael Johnston, CFA. Join us and unlock your path to financial well-being today.

 

 

Key Takeaways To Listen For

• A clear look at mutual funds, ETFs, and lowering your taxes
• A beginner's guide to tax-advantaged savings and investments
• The importance of choosing the right investment strategy for you
• How opportunity zones boost investment in underserved communities
• Key questions about opportunity zone investment timing and options
• The positive impact of financial literacy on society

 

 

Resources/Links Mentioned In This Episode

• The Story of Martin Luther King Jr. by Christine Platt | Kindle, Paperback, Spiral-bound, and Hardcover

 

 

About Michael Johnston, CFA

Financial veteran Michael Johnston is passionate about empowering retail investors. He built the ETF Database into the leading independent ETF source, driving the low-cost investment revolution. Now, he co-founded WealthChannel, simplifying retirement planning and investing through education and content.

 

 

Connect with Michael 

• Website: WealthChannel
• Podcast: WealthChannel Academy | Apple Podcasts and Spotify 
• LinkedIn: Michael Johnston
• YouTube: WealthChannel
• X: @wc_mej

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Mario Dattilo joins us in this episode where he reveals insider secrets to mobile home park investing. Tune in to discover the art of leveraging seller financing, steering clear of costly beginner mistakes, and crafting a secure, diversified portfolio through this distinctive and lucrative investment opportunity!

 

 

Key Takeaways To Listen For

• A deep dive into seller financing and investor returns in real estate 
• Effective strategies for maximizing profits of a mobile home community
• Common mistakes new investors make in mobile home park acquisitions
• The importance of good due diligence when investing in mobile home parks
• Why diversification is key to mobile home park investing

 

 

Resources/Links Mentioned In This Episode

• Never Eat Alone, Expanded and Updated by Keith Ferrazzi and Tahl Raz | Kindle and Hardcover
• Traction by Gino Wickman | Kindle, Paperback, and Hardcover
• Leadership and Self-Deception by The Arbinger Institute | Kindle, Paperback, and Hardcover

 

 

About Mario Dattilo

Mario was born in Minnesota and currently resides in Florida. He has over 14 years of real estate investment experience. He was previously a managing partner of a real estate brokerage and currently holds a real estate broker license in the state of Florida. 

 

He has co-managed REA USA’s residential, multifamily, and commercial real estate portfolios since inception. His current role includes oversight of acquisitions and investor relations. Mario relocated to Naples in 2011 and enjoys boating, traveling, and volunteering his time with various charitable organizations.

 

 

Connect with Mario

• Website: Real Estate Acquisitions USA
• Podcast: Mario Dattilo Show
• Instagram: @mariodattilotv
• YouTube: Mario Dattilo 
  

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

This episode unlocks the secret world of self-storage, where strategic goals meet tech-driven profits. Learn how to align your financial goals with the right investments, harness the power of technology, and uncover the untapped profit potential within this niche! Tune in to seize control of your financial future with insights from Tom Dunkel.

 

 

Key Takeaways To Listen For

• Things you need to know before buying and investing in self-storage facilities
• How technology is transforming the self-storage investment industry
• Benefits of implementing a hybrid management model in your self-storage business
• Factors that significantly impact your self-storage business’ profitability
• 3 tips to help you find investment opportunities tailored to your goals

 

 

Resources/Links Mentioned In This Episode

• The Last Place on Earth by Roland Huntford | Paperback

 

 

About Tom Dunkel

With 27 years in the game, Tom leads Belrose's investment strategy as Chief Investment Officer. He crafts winning deals for clients, guides them toward their financial goals, and keeps them informed on new opportunities and existing investments. Tom secures financing, mentors the team, and draws on his vast experience to ensure every deal thrives.

 

 

Connect with Tom 

• Website: Belrose Storage Group
• LinkedIn: Tom Dunkel
  

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Join Steve Maldonado as he reveals the secrets to real estate and other alternative investments' success. Discover how to diversify your portfolio like a seasoned professional and embark on the journey toward building an exciting and secure financial future. Hit play to unleash wealth beyond stocks and bonds today.

 

 

Key Takeaways To Listen For

• Why diversifying your investment portfolio matters
• Factors to consider when using your self-directed IRA for investments 
• Simple steps to use your retirement account to invest in alternative assets
• Different types of retirement accounts and how to choose the right one for you
• How self-directed IRAs can help you invest in alternative investments

 

 

Resources/Links Mentioned In This Episode

• Energy Bus by Jon Gordon | Kindle, Hardcover, and Spiral Bound

 

 

About Steve Maldonado 

Steve has applied his knowledge to a sales and business development career, working with building teams to adapt to a new market trend in the alternative asset industry. Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as the director of syndication solutions at Newview Trust, a premier custodian for self-directed alternative investments with over 2.5 billion assets under management.

 

He also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity and the Sharing Center, and he is a volunteer in Florida.

 

 

Connect with Steve 

• Website: NuView Trust
• LinkedIn: Steve Maldonado

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Are you searching for a new and thriving alternative investment opportunity? Look no further! Wash away the stress of traditional investments and embrace the refreshing potential of laundromats in this episode featuring Sam Wilson. Tune in now to gain insights that will maximize your profitability in this venture.

 

 

Key Takeaways To Listen For

• What you need to know about investing in RV parks
• How to grow your business and investments sustainably
• Key points to know when starting a laundromat business
• Factors that influence the revenue of a laundromat business
• The best software solutions for running your laundromat smoothly

 

 

Resources/Links Mentioned In This Episode

• Campspot
• Mastering the Market Cycle by Howard Marks | Kindle, Paperback, and Hardcover

 

 

About Sam Wilson 

Sam hosts the top-rated podcast "How to Scale Commercial Real Estate," boasting 40K+ monthly downloads and nearly 800 episodes. With over a decade of diverse real estate investment experience, he specializes in laundry facilities. Sam holds a business finance degree from the University of Memphis, is a licensed real estate professional in Tennessee, and resides in Memphis with his family.

 

 

Connect with Sam

• Website: Bricken Investment Group
• Podcast: Bricken Investment Group
• Email: sam@brickandinvestmentgroup.com 

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Discover the keys to multifamily success with Brian Biscoe, a former military member turned expert apartment investor. From conquering property challenges to property strategies, Brian's insights are unmatched. So, join him on the path to financial independence through multifamily investing and coaching.

 

 

Key Takeaways To Listen For

• The highs and lows of beginning your real estate investment venture
• What to add to your property for better property management and tenant satisfaction
• Things you need to know about multifamily real estate before investing in one
• Expert tips for beginner real estate investors

 

 

Resources/Links Mentioned In This Episode

• Michael Blank Mentoring Program
• Idaho Falls Symphony
• The Book of Mormon by Joseph Smith Jr. | Kindle, Hardcover, and Paperback
  

 

 

About Brian Briscoe

Brian is the founder and Visionary of Streamline Capital Group and has been a general partner in 1100 units worth over $120 million and has been the lead sponsor, asset manager, capital raiser, and key principal on these properties. He founded Streamline Capital Group to provide long-term growth and cash flow for its investors.

 

He is the host of the Diary of an Apartment Investor Podcast and the founder of the Tribe of Titans, a multifamily educational community.

​

He has two degrees in Math from the University of Utah, a Master's in International Relations from the Naval Postgraduate School, and retired as a Lieutenant Colonel in the United States Marine Corps in 2021.

 

 

Connect with Brian 

• Website: Streamline Capital Group | The Tribe of Titans
• Podcast: Diary of an Apartment and Investor | Apple Podcasts and Spotify
• LinkedIn: Brian Briscoe
• YouTube: Diary of an Apartment Investor
• Instagram: @diary_of_an_apartment_investor
• Facebook: Diary of an Apartment Investor

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Searching for a low-risk, high-return investment option? Look no further! Learn all about self-storage investing in this episode featuring Erik Hemingway as we tackle all the reasons why it could be your next big investment. Keep listening for more information!

 

 

Key Takeaways To Listen For

• Self-storage conversion: How it works, its advantages, factors to consider, and what you need to finance it
• Investment strategies to help you and your investors earn infinite returns
• Ways to earn additional income from your self-storage facilities
• Benefits of investing in self-storage and self-storage conversions
• An expert’s predictions on the 2024 self-storage market

 

 

Resources/Links Mentioned In This Episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback 
• The Millionaire Real Estate Investor by Gary Keller, Dave Jenks, and Jay Papasan | Kindle and Paperback 
• Traction by Gino Wickman | Kindle, Hardcover, and Paperback

 

 

About Erik Hemingway

Erik is the founder of Nomad Capital. He has 22 years of experience in construction and the self-storage industry and has been involved in $100 million in commercial real estate transactions and $60 million in residential real estate since 2006. 

 

He successfully navigated a self-storage facility through the Great Recession and has built a personal portfolio of four facilities using the value-add strategy. His company, Nomad Capital, aims to help others achieve nomadic freedom and the ability to pursue their desires.

 

 

Connect with Erik

Website: Nomad Capital

 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith's social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Are you interested in exploring investment opportunities available through your self-directed IRA? If so, this episode is for you. Join us as we chat with Kurt Power about leveraging your retirement account to invest in various alternative assets, empowering you to take control and achieve your retirement goals.

 

 

Key Takeaways To Listen For

• Self-directed IRA: What it is, how it works, and its advantages
• Do’s and don’ts and pros and cons of investing with a self-directed IRA: 
• Tax benefits of investing using a self-directed IRA
• An event to help you learn more about alternative investments
• How does borrowing against your IRA work?

 

 

Resources/Links Mentioned In This Episode

• Pinnacle Storage Properties
• Time Heritage
• Fidelity Investments
• TD Ameritrade
• YouTube
• Emotional Intelligence by Daniel Goleman | Kindle, Hardcover, and Paperback
• Traction by Gino Wickman | Kindle, Hardcover, and Paperback
• Be Useful by Arnold Schwarzenegger | Kindle, Hardcover, and Paperback

 

Open your mind to new strategies and network with like-minded professionals at the Quest Expo this June 27-29 in Las Colinas, TX. Get your tickets now at https://questexpo.com/ to embark on an extraordinary journey as an alternative investor this 2024!

 

 

About Kurt Power

Kurt is the Business Development Manager for Quest Trust Company and has been involved in alternative investment space for ten years now in various roles. He is a certified IRA service professional, the former Vice President of investor relations, and the former sales manager for Think Realty. In the pursuit of becoming even better, Kurt later found himself in the alternative investment industry, continuing his mission to share his passion with other people.

 

 

Connect with Kurt

• Website: Quest Trust Company
• LinkedIn: Kurt Power
• YouTube: Quest Trust Company
• Phone Number: (855) 386-4727

 

 

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Do you want to find more leads and generate amazing sales?  Join today's discussion with Isaiah Colton as we explore the transformative impact of artificial intelligence and technology on growing your business. Press play and unlock the power of AI to revolutionize your sales strategy!

 

 

Key Takeaways To Listen For

• Time-tested tips for finding your ideal clients and effective lead generation
• The role of technology and marketing in your success as an RE investor
• What are the 3 pillars of digital marketing?
• How can artificial intelligence help improve your business?
• Key tips for individuals starting their investment journey

 

 

Resources/Links Mentioned In This Episode

• Principles by Ray Dalio | Kindle, Hardcover, and Spiral-bound
• REN AI Assistant

 

 

About Isaiah Colton

Isaiah, a successful entrepreneur and former real estate broker, ranked 308 on the Inc. 500 list through a referral program. He transitioned to digital marketing and consulting, coaching realtors, loan officers, and small businesses to seven and eight figures. Isaiah, a devoted husband and father, is actively involved in business acquisitions aligned with his vision, emphasizing community giving and assisting others in achieving life and business goals.

 

 

Connect with Isaiah

Website: Isaiah Colton

 

 

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-added assets, contact us at https://bobocapitalventures.com/.

 

 

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Are you looking for passive, less risky investment opportunities? Then listen to this episode featuring Noah Miller, where he shares valuable insights on bridge loans and trust deed investments. Hit play and seize the chance to explore the world of leveraged real estate investing.

 

 

Key Takeaways To Listen For

• Bridge loan: What it is, how it works, and when you should consider it
• Advantages of using trust deed investments to invest in real estate
• Pros and cons of trust deed investments
• The importance of doing your due diligence when investing
• Why you need to talk to different investment groups as a beginner investor

 

 

Resources/Links Mentioned In This Episode 

• The Millionaire Next Door by Thomas J. Stanley and William D. Danko | Hardcover, Paperback, and Kindle 
• King of Capital by David Carey and John E. Morris | Kindle and Paperback 
• What It Takes by Stephen A. Schwarzman | Kindle, Hardcover, and AudioCD
• Am I Being Too Subtle? by Sam Zelle | Kindle and Hardcover 
• Equity Residential

 

 

About Noah Miller

Noah is the president of Royal Palm Funding, a nationwide commercial real estate lender providing first mortgage bridge loans. Royal Palm Funding provides accredited investors the opportunity to passively invest in mortgages, earning between 9 and 12%  annually. 

 

 

Connect with Noah

• Website TRUST DEED INVESTING with Royal Palm Funding
• Email: noah@royalpalmfunding.com
• Phone Number: (561) 763-4411

 

 

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/.

 

 

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554