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    Migrate 2 Wealth

    Did you come to the US in search of a better life and find yourself slogging in a job where other people control your financial future and, more importantly, your lives? Saket Jain, the host of the Migrate 2 Wealth podcast, has identified ways to invest in real estate and other asset classes that can generate passive income without you having to be involved. While leading a successful upward career in tech, he has utilized these investments to not only successfully build financial freedom for himself but also build generational wealth. Now he wants to help others do the same. In this podcast, we explore various asset classes, and tools to become a successful passive investor. You will hear life-altering wisdom from real-life practitioners and industry thought leaders. Our goal is to Migrate you to Wealth one episode at a time.
    en-us146 Episodes

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    Episodes (146)

    EP146: The Impending Economic Crash: Insights from a Fed Advisor - Danielle DiMartino Booth

    EP146: The Impending Economic Crash: Insights from a Fed Advisor - Danielle DiMartino Booth

    In this episode, you will learn about

    • Concept of controlled economic demolition through layoffs, primarily impacting white-collar workers.
    • How severance is affecting labor and housing market perceptions.
    • Importance of maintaining cash holdings and monitoring investor reactions.
    • The importance of debt, deficits, and the dollar as a reserve currency.

    About Danielle

    Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. Prior to QI, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017).

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    Migrate 2 Wealth
    en-usMarch 07, 2024

    EP145: Building a Real Estate Empire After Beating Addiction - Alex Coffman

    EP145: Building a Real Estate Empire After Beating Addiction - Alex Coffman

    In this episode, you will learn about

    • Progression from single-family units to expansive asset classes
    • Emphasis on finding good deals and starting at an opportune market time
    • Acquisition strategy focusing on commercial properties in tough market conditions
    • Significance of rising interest rates for buyers
    • Importance of motivation and commitment to change

    About Alex

    Alex Coffman, with his partner Matthew Teifke, are the dynamic duo behind TRE, an innovative and enTREpreneurial brokerage that took root in 2020. Fueled by their passion for real estate, Matt and Alex have embarked on a remarkable journey, becoming formidable players in the Central Texas area.

    Pooling their expertise and vision, Matt and Alex have amassed an impressive portfolio, with over 100 units encompassing an eclectic mix of single-family properties, small multifamily dwellings, mobile home parks, and various other asset types. Their dedication to creating lasting financial freedom through real estate has been the driving force behind their success.

    In addition to their brokerage, these visionary entrepreneurs established The enTREpreneur™ Community, an exclusive community for real estate enthusiasts and enTREpreneurs seeking to secure their financial future. This elite group shares a common mission: to unlock the boundless potential of real estate and pave the way to true independence.

    With a focus on empowerment, Matt and Alex aspire to spread the liberating essence of being a real enTREpreneur™. Their commitment to the community is evident through the wealth of valuable content they curate across various social media platforms. They tirelessly disseminate knowledge, making real estate opportunities accessible to anyone with the desire to learn and grow.

    Moreover, the duo's dedication to fostering a supportive network is evident in their monthly meet-ups and quarterly events, where like-minded enTREpreneurs converge to learn, collaborate, and forge lasting connections. To further amplify their reach, Matt and Alex have also launched an online academy and authored educational ebooks, providing individuals with the tools they need to navigate the real estate landscape confidently.

    In the world of real estate, Matt Teifke and Alex Coffman stand out as trailblazers, diligently championing financial freedom and empowering others to embrace the enTREpreneurial spirit. With unwavering commitment and a profound sense of purpose, they continue to revolutionize the industry, transforming aspiring real estate enthusiasts into flourishing enTREpreneurs.

    Connect with Alex

    • Website: https://www.trecommunity.com/
    • Social Media: @teifkerealestate @therealalexcoffman

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    en-usMarch 05, 2024

    EP144: The Financial Facelift You Didn't Know You Needed - Leland Gross

    EP144: The Financial Facelift You Didn't Know You Needed - Leland Gross

    In this episode, you will learn about

    • Considering time, health, and relationships in the concept of wealth
    • Admitting and learning from mistakes in personal development
    • Visualizing desires and values in financial planning
    • Understanding and finding commonality with others before judgment
    • Realistic goal setting and adjusting plans according to life changes

    About LeLand

    Leland is a business owner and entrepreneur with over 7+ years of experience as a financial planner. He is the founder of PeaceLink Financial Planning where he works with REALTORS® and self-employed millennials to help them get the life they want from their business. He was voted Top 40 Under 40 in 2023 by Inside Business. He is also the host of the Self-Employment Success Podcast

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    en-usFebruary 29, 2024

    EP143: Will Interest Rates Make or Break Your Next Move? - Matt Picheny

    EP143: Will Interest Rates Make or Break Your Next Move? - Matt Picheny

    In this episode, you will learn about

    • Investment Horizon and Real Estate Market Predictions.
    • Necessity to hold properties during negative cash flow periods.
    • Importance of structuring real estate deals and managing debt.
    • Real estate's tangible asset value compared to other investment categories.
    • Why focussing on cash flow trumps appreciation.

    About Matt 

    Matt Picheny is a real estate investor, coach, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.

    Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 10,000 apartments nationwide. He is a licensed real estate agent and has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt has been a member of the Forbes Real Estate Council, the Fast Company Executive Board, and is an advisor to a PropTech company.

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    en-usFebruary 27, 2024

    EP142: Cultivating Rich Habits Early On - Tom Corley

    EP142: Cultivating Rich Habits Early On - Tom Corley

    In this episode, you will learn about

    • The concept of investor DNA and its significance
    • How personality traits and risk tolerances dictate the most appropriate wealth path
    • The differences between saver investors, entrepreneurs, virtuosos, and big company climbers.
    • The vital role of finding the right industry mentor

    About Tom

    Tom Corley is CPA, CFP, holds a Master’s Degree in Taxation and is a bestselling/award-winning author. His books include: Rich Habits, Rich Kids, Change Your Habits Change Your Life, Rich Habits Poor Habits and Effort-Less Wealth - Smart Money Habits at Every Stage of Your Life and Rich Habits Wealth Academy. Tom has appeared on or in CBS Evening News, The Dave Ramsey Radio Show, CNN, MSN Money, USA Today, The Huffington Post, SUCCESS Magazine, Money Magazine, and many other media outlets and podcasts in the U.S. and 27 other countries. Tom is a frequent contributor to Business Insider and CNBC.

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    en-usFebruary 22, 2024

    EP141: How Self-Reflection Can Make You a Wealth Magnet – Dr. Derrick Love

    EP141: How Self-Reflection Can Make You a Wealth Magnet – Dr. Derrick Love

    In this episode, you will learn about

    • Importance of open-mindedness and empathy
    • Overcoming insecurities and leading diverse teams effectively
    • Capitalizing on strengths
    • Recognizing the discomfort associated with self-reflection but also its necessity for development
    • Identifying servant, intentional, and collaborative traits as key tenets for effective leadership

    About Dr. Derrick

    Derrick Love is an accomplished educator and leadership consultant, boasting more than two decades of experience in public education. He has held several roles in the sector, including classroom teaching and administrative positions. Dr. Love is highly respected for his innovative approach to educational leadership, which is supported by his Ed.D. in Educational Leadership. His areas of specialization include leadership development, executive coaching, and the implementation of diverse educational practices. Dr. Love is a well-known author who has made significant contributions to the field of education. He is the author of the highly regarded book "Self-Awareness in Leadership: Why the Best Leaders First Examine and Lead Themselves," which provides valuable insights into effective leadership. In addition to his book, Dr. Love has written numerous peer-reviewed journal articles and magazine pieces that showcase his expertise and thought leadership in the field of education and organizations. In summary, Dr. Love's extensive literary contributions demonstrate his authority in education and make him a valuable asset to the industry.

    Dr. Love is widely renowned for his outstanding work in various fields, including leadership, student retention, executive coaching, organizational development, and equity. His contributions have made him a valuable asset to educational institutions, organizations, and corporations seeking transformative growth. He is deeply committed to educational equity and accessibility, which is evident from his community service efforts. Dr. Love's workshops and keynote speeches are engaging, inspiring educators and leaders to strive for excellence and make significant and lasting changes in their communities and organizations.

    Connect with Dr. Derrick

    References:

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    en-usFebruary 20, 2024

    M2W EP140: Hitting Rock Bottom and Rising Again - Toni Marinucci

    M2W EP140: Hitting Rock Bottom and Rising Again - Toni Marinucci

    In this episode, you will learn about

    • Philosophy on patience, hard work, and trusting the timing of life events
    • The value of self-acceptance, self-love, and the broad definition of wealth
    • Power in acknowledging bad business decisions, such as overspending and hiring missteps
    • Importance of understanding numbers and data in business
    • Mindset to emerge from losing it all, and starting back from scratch
    • Balance between being a "planter" and a "bouncer" in business and relationships

    About Toni

    Toni Marinucci is a Registered Dietitian and business owner of Tips With Toni, who ironically teaches people how not to diet. Her team of RDs provide online nutrition coaching to help women break free from the all-or-nothing mindset and encourage balance instead. Toni’s mission is to end restrictive diet culture by providing simple tips to healthy living while incorporating foods you love! She recently gave a TEDx talk and wrote a book titled, Once Upon A Diet, where she discusses the parallels between dieting, dating, and romantic relationships, and how we treat them the same.

    Connect with Toni 

    • Website:   

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    en-usFebruary 15, 2024

    M2W EP139: From Zero to Amazon Hero - Lesley Hensell

    M2W EP139: From Zero to Amazon Hero - Lesley Hensell

    In this episode, you will learn 

    • Significance of setting goals and blocking out negativity
    • Potential advantages of Amazon for individuals with special needs
    • The concept of wealth migration and the power of multiple income streams
    • Strategies to find niche products and create opportunities on saturated markets

    About Lesley

    Lesley Hensell is co-founder of Riverbend Consulting, whose 85+ employees solve problems for e-commerce sellers. Lesley oversees Riverbend’s service team, and she has personally helped hundreds of sellers get suspended Amazon accounts and ASINs up and running. She has been an Amazon seller for more than a decade.A lifelong Longhorns fan, Lesley earned a bachelor’s degree in journalism and an MBA from the University of Texas at Austin. She volunteers for A Wish with Wings, a wish-granting organization for little Texans with life-threatening conditions, and she serves on the Board of Directors for Hallie’s Heroes, which funds bone marrow matches and medical research for kids with cancer and critical illnesses.

    Connect with Lesley

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    en-usFebruary 13, 2024

    EP138: AI Revolution! Can It Redefine Wealth for You? - Michelle Jeong

    EP138: AI Revolution! Can It Redefine Wealth for You? - Michelle Jeong

    In this episode, you will learn 

    • The rise of AI, its potential to disrupt white-collar jobs, and how it parallels past industrial revolutions in scale and scope.
    • The need for context and proper governance in feeding information to AI.
    • Authentic living and maintaining genuine personal connections remain at the heart of personal fulfillment and successful investment strategies.

    About Michelle

    Michelle is founder of FIRE Capital - a real estate investment group that balances Purpose, People and Profits to achieve greater returns across all segments. As both an Operator and Syndicator, Michelle acquires existing Class B/C multi-family properties to renovate and create greater value. Leveraging a unique "People First" approach, her group’s focus is to offer safe, clean and affordable housing for working families while providing strong financial returns to our partners.

    FIRE Capital holds partnership interest in over 800 units across eight states throughout the South, Midwest and West coast. Michelle has over a dozen years of experience providing debt & equity solutions to commercial real estate investors. These holdings also include student housing, residential & mixed-use properties. To learn more, please go to www.investingwithfire.com

    She holds an MBA at Dartmouth, Tuck School of Business; an MA in International Economics at Johns Hopkins; a BA in Political Economics at UC Berkeley.

    In her free time, Michelle is a single parent to her two amazing daughters; swims with US Masters; and invents new recipes.

    She is a board committee member of the University of California and Toilet Hackers. She is currently involved with several Ukrainian refugee nonprofits, World Kitchen and Operation Underground.

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    en-usFebruary 08, 2024

    EP137: From Operating Rooms to Real Estate, Building Resilience and Financial Freedom - Dr. Mike McManus

    EP137: From Operating Rooms to Real Estate, Building Resilience and Financial Freedom - Dr. Mike McManus

    In this episode, you will learn 

    • Challenges of integrating into a new community and forming deep connections.
    • Importance of adapting to change while keeping your end goals in sight
    • Significance of asking constructive questions and being solutions-oriented.
    • Involvement in commercial real estate and the use of AI to automate these businesses.

    Resources/Links Mentioned In This Episode

    About Mike

    As the Founder and CEO of The Fortress Capital and host of ‘Surgeon Syndicate’ podcast, Dr. Mike McManus offers insights on financial empowerment. Dr. McManus invites his colleagues to join in redefining their professional lives, envisioning a world where financial freedom enables fulfilling work choices.

    Dr. McManus’ early years in rural Colorado were shaped by a love for skiing and the mountains. This passion led him to become a ski instructor in Crested Butte, but a deeper calling eventually drew him towards the more demanding world of medicine. The transition to medical school was a significant shift, but it marked the start of an incredible journey.

    In the realm of urologic surgery, Dr. McManus encountered numerous challenges, each one strengthening my resolve. This path was more than a career; it became a means to profoundly impact lives, blending personal achievement with meaningful patient care. Yet, over time, his frustrations with the healthcare system grew. This led him to explore new opportunities in real estate investing, evolving from a financial endeavor to a quest for professional freedom and balance.

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    en-usFebruary 07, 2024

    EP136: Grabbing the Airbnb Gold Rush - Adam Penn

    EP136: Grabbing the Airbnb Gold Rush - Adam Penn

    In this episode, you will learn 

    • The challenges of managing short-term rentals and solutions.
    • The importance of occupancy rates, rental rates, cleaning staff, guest ratings, and property size.
    • Discussing the potential risks associated with self-managing units, including time management, maintenance, and customer service.
    • Advantages of passive investment in short-term rentals without the liability of debt.
    • Importance of diversifying investments across multiple assets.

    About Adam

    In 2017 Adam started his first short term rental, shortly after getting his BS in Computer Science. At that time he was a software engineer in Northern California. Since then, he has grown his portfolio to 20 units and broadened his investment strategy, working continuously to expand the scope of his knowledge and his investment acumen.

    Adam brings his engineering mindset to investing, utilizing his strong analytical background in underwriting deals, managing active deals, and helping investors analyze their portfolios.

    Adam owns an STR management company, has managed 3 successful oil syndications as well, and an STR Fund based on his success in the STR field.

    Connect with Adam

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    en-usFebruary 02, 2024

    EP135: Child-Free by Choice? Financial Strategies for the Unconventional Path - Jay Zigmont

    EP135: Child-Free by Choice? Financial Strategies for the Unconventional Path - Jay Zigmont

    In this episode, you will learn 

    • The impact and purpose beyond financial wealth for child-free individuals
    • Examining assumptions about passing on wealth and legacies without children
    • Raising awareness of the struggles with societal comparison and information overload
    • Viewing impact through personal fulfillment rather than monetary or genetic legacy

    Resources/Links Mentioned In This Episode

    About Jay

    Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first life and financial planning firm dedicated to serving Childfree people.

    Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealth.” Dr Jay is the co-host of the Childfree Wealth podcast. His Ph.D. is in Adult Learning from the University of Connecticut.

    He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.  In 2023, he was named a “Rising Star” by Financial Planning.

    Connect with Jay

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    en-usJanuary 30, 2024

    EP134: Betting on the Classics: Why Gold Could Be Your Best Investment - Jonathan Awde

    EP134: Betting on the Classics: Why Gold Could Be Your Best Investment - Jonathan Awde

    In this episode, you will learn 

    • The challenges of mining including permitting processes and environmental impacts.
    • The psychological aspects of investing and lessons from the volatility in the crypto market.
    • The importance of community involvement and environmental responsibility in mining.

    About Jonathan

    Jonathan Awde is the President and CEO of Dakota Gold (public company on NYSE American: DC, ~$250M market cap), a South Dakota-based responsible gold exploration and development company he started with precious metals mining titan Robert Quartermain. Dakota Gold owns 46 thousand acres of mineral property surrounding the largest gold mine in U.S. history, the Homestake Mine.  

    Jonathan and Robert believe in the importance of management having skin in the game and being aligned with shareholders. They are two of the largest shareholders of Dakota Gold owning 8% and 7% respectively, and together with other members of management own 25% of the company. Jonathan has 15+ years experience in gold exploration and development and raised $600M+ for various investment opportunities in the gold industry during that period.

    Previously, he was co-founder and President of Gold Standard Ventures, building the company's assets in Nevada up to feasibility stage before it was acquired in 2022 by a leading gold producer, Orla Mining for $188M.

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    en-usJanuary 25, 2024

    EP133: Grab the Blueprint to Prospering in upcoming Golden Era of MultiFamily Investing - Jorge Abreu

    EP133: Grab the Blueprint to Prospering in upcoming Golden Era of MultiFamily Investing - Jorge Abreu

    In this episode, you will learn about

    • Impact of Real Estate Market Challenge
    • MultiFamily as an asset class
    • Upcoming Golden Era of Multifamily
    • Real Estate Investment Due Diligence

    About Jorge

    Jorge Abreu has been Investing in Real Estate for over 16 years now. He started in Single Family, small Multifamily properties and eventually worked his way up to large 100+ Unit Multifamily properties. Jorge has wholesaled over 250+ Single Family Properties. Fixed & Flipped over 200+ SF. Developed and completed several new development projects, over $40 Million in ground up construction.

    He also started and built a Construction Company bringing in over $30+ Million in yearly revenue & growing. He is now an Active & Passive Full Time Multifamily Real Estate Investor. Jorge and his company Elevate combined have acquired 7,737 Multifamily Units as the main Deal Sponsors. He has gone full cycle and exited out of 1,608 of those units and currently has $550M+ in Assets Under Management.

    Connect with Jorge

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    en-usJanuary 18, 2024

    EP132: Insider Secrets to Investing in Agricultural Wealth - Oscar Baracaldo

    EP132: Insider Secrets to Investing in Agricultural Wealth - Oscar Baracaldo

    In this episode, you will learn about

    • Farmland Ownership and Produce Supply
    • Real Estate and Agricultural Investments
    • Role of Farmers in the New Model
    • Tax and Legal Considerations

    About Thomas

    Co-founder and CEO of Farmfolio, an agribusiness development and management company offering prime farmland ownership opportunities in Colombia. 

    Connect with Thomas

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    en-usJanuary 17, 2024

    EP 131: Resolutions Are Futile: Embrace a New Approach for 2024 - Saket Jain

    EP 131: Resolutions Are Futile: Embrace a New Approach for 2024 - Saket Jain

    In this episode you will learn how 

    1. Traditional resolutions often lack depth, leading to high failure rates.
    2. A clear, detailed future vision enhances goal achievement success.
    3. Aligning goals with core values ensures meaningful, sustainable progress.
    4. Breaking down visions into daily actions facilitates achievable goal setting.
    5. Small, consistent steps are crucial for significant, long-term change.

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    If you are ready to take massive action and build TRUE wealth, schedule a call with Saket Jain and learn more about partnering with us.

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    en-usJanuary 11, 2024

    EP130: Mastering the Infinite Banking Concept - Cameron Christiansen and Anthony Faso

    EP130: Mastering the Infinite Banking Concept - Cameron Christiansen and Anthony Faso

    In this episode, you will learn 

    • Intangible benefits of having immediate access to your funds without traditional bank restraints
    • How Infinite Banking can not only safeguard your money but also ensure it continues to grow
    • Why it's crucial to grasp the full concept of Infinite Banking prior to making any financial decisions

    About Cameron and Anthony

    Anthony Faso, CPA, and Cameron Christiansen are founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. A proud U.S. Army veteran and self-described “recovering” CPA, Anthony has worked at the world’s largest accounting firm and served as CFO of a chain of restaurants. However, after the 2008 recession, he realized that the solution to financial freedom would never be found in the latest Wall Street-created financial product. As he was discovering what his path to financial independence would look like, he was also teaching and coaching individuals and business owners about money and investing.

    Having been a small business owner for eight years, Cameron was frustrated with investment solutions proposed by traditional financial advisors. This frustration is what led him to discover infinite banking and real estate investing. After advising others for over a decade, Cameron now brings his expertise in passive income generation and cash flow analysis to his partnership with Anthony.

    As followers of the principles of Robert Kiyosaki, the author of Rich Dad, Poor Dad, Anthony and Cameron help their clients to be financially independent. Not just in dollars, but also in sense. They educate clients on making sound financial decisions and coach them on investing in assets that have certainty, control, and collateral. Infinite Wealth clients are not subject to the roller coaster of the stock market.

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    en-usJanuary 09, 2024

    EP129: From Corporate Chaos to Spiritual Clarity - Benjamin Yeh

    EP129: From Corporate Chaos to Spiritual Clarity - Benjamin Yeh

    In this episode, you will be able to learn

    • To trust the journey and how unexpected career changes can lead to profound personal growth
    • That your inner voice is a guiding force. Cultivating and nurturing it can help you navigate through life with greater clarity and purpose.
    • To choose fulfillment over wealth. True wealth is not measured solely by financial success but by the abundance of joy, energy, and passion in your life.

    About Benjamin

    Benjamin Yeh is a Business Alignment Coach.  Ben's career has evolved from being a real estate consultant, investment officer for a family office where he invested over $1 billion dollars, serial entrepreneur, husband, father, advisor/coach and overall student of life.  Ben empowers heart-centered entrepreneurs in creating real magic:  integrating their physical, mental, and spiritual well-being to synchronize their business with purpose-driven lives they seek to manifest.  Ben launched his Boom Vision Podcast in 2021, a show all about health, wealth and higher self.  This show dives deep on how to create an enriching life with valuable perspectives and action steps to help you build optimal health, create aligned wealth, and connect to your higher self!

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    en-usJanuary 05, 2024

    EP128: Tax-Saving Secrets from a Real Estate Guru - Thomas Castelli

    EP128: Tax-Saving Secrets from a Real Estate Guru - Thomas Castelli

    In this episode, you will learn 

    • Importance of substantiating real estate professional status against audits
    • Difference between tax preparation and tax planning
    • Mechanism to qualify as a real estate professional
    • why categorizing your income sources is crucial to optimizing your tax benefits.

    Resources/Links Mentioned In This Episode

    About Thomas

    Thomas Castelli, CPA, is an award-winning 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 governments.

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    en-usJanuary 03, 2024

    EP127: From Operating Room to Financial Boom - Danny Bramer

    EP127: From Operating Room to Financial Boom - Danny Bramer

    In this episode, you will be able to learn about

    • Overcoming the fear of leaving a stable career and pursuing real estate investment
    • Using real estate investments as a means to achieve tax benefits, cash flow, and financial security
    • Leveraging your skills and passion to pivot into a new career path that can provide financial freedom and personal fulfillment

    Resources/Links Mentioned In This Episode

    About Danny

    Danny Bramer is a physician and serial entrepreneur. He has been a business owner and real estate investor for over two decades while gaining expertise in other assets classes. He has been a key principal on over $200m worth of real estate and business transactions on the acquisition, operational, value add and sell side. His strong attention to detail and ability to identify ROI opportunities in various asset classes enable him to systematically produce financially successful entities. He recently launched his fund in the summer of 2023 which already includes Car Wash and Oil and Gas deals among other offerings. He completed his residency in Anesthesiology at University of Kentucky as well as a postgraduate certificate in Global Health from the London School of Hygiene and Tropical Medicine. His passion in medicine led him to working alongside NGO's and Ministries of Health to improve surgical and healthcare delivery in developing countries through training and education.

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    Migrate 2 Wealth
    en-usDecember 28, 2023