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    investing podcast

    Explore " investing podcast" with insightful episodes like "Brian McLaughlin (Live at Ascent in Orlando, FL)", "Rachel Robasciotti - Investing for Social Justice", "Adam Holt - Advice Engagement and the Future of WealthTech", "Laura Larios - Your Nervous System and Your Money" and "The Take Over Podcast - Ep 33 Investor SZN with Coach Bobby Franchise" from podcasts like ""Standard Deviations with Dr. Daniel Crosby", "Standard Deviations with Dr. Daniel Crosby", "Standard Deviations with Dr. Daniel Crosby", "Standard Deviations with Dr. Daniel Crosby" and "The Take Over | Podcast"" and more!

    Episodes (100)

    Brian McLaughlin (Live at Ascent in Orlando, FL)

    Brian McLaughlin (Live at Ascent in Orlando, FL)

    Tune in to hear:

    - How does Brian McLaughlin’s entrepreneurial journey fit into the mold of Campbell’s Hero’s Journey?

    - What was Brian’s “call to adventure,” or his impetus for creating Redtail, and how did he take this leap?

    - Is this “call to adventure” for entrepreneurs, writ large, often about coming up with a practical solution to a particular problem they are facing?

    - What needs to be in place before an entrepreneur takes a leap and who should or shouldn’t go into business for themselves? How should people decide whether to accept or refuse a call to adventure?

    - Who were some of the mentors Brian McLaughlin found along the way and what role did they fill? 

    - Did Brian have mentors who gave him support and advocated for him, as well as those who were critical of him when he fell short and gave him tough love?

    - How did Brian get the courage to surround himself with people who would call him out on any nonsense?

    - At what point in the Redtail journey was he most scared and how did this ordeal shape and mold both Brian and his business?

    - What has been the overall impact of his newfound financial abundance and how is he thinking through it so he can enjoy the best parts of this windfall while avoiding the worst parts?

    - What leadership lessons is Brian bringing to Orion and how does he keep his entrepreneurial drive alive in a much larger organization like this?

    Compliance Code: 0709-OAS-3/9/2023

    https://twitter.com/redtailtech

    Rachel Robasciotti - Investing for Social Justice

    Rachel Robasciotti - Investing for Social Justice

    Tune in to hear:

    - What is Rachel’s origin story and what led her down a path that bridges social justice and finance?

    - What is redlining and why will climate change  disproportionately effect already marginalized groups?

    - Why did Rachel feel like finance was the best tool at her disposal for approaching social justice issues?

    - Rachel gets her investment data directly from the communities that are most impacted by the issues she is fighting for. How does she get this data, how does it differ from more traditional data sources and how does it augment her company's investment process?

    - When Rachel was striving to get rid of forced arbitration clauses how did she go about this? Was it through divesting, voting shares, advocacy or some other means?

    - How are social injustices potential investment risks and how might a social justice oriented portfolio outperform a more broadly focused portfolio?

    - What kind of research does Rachel’s company do on fundamentals to ensure these companies are sound financially in addition to ethically?

    - In recent years there have been some pretty vitriolic attacks on ESG - which of these critiques are fair in Rachel’s mind and how can a client reliably distinguish a “real” ESG product from one that is just a marketing ploy?

    - Does investing in line with your personal values offer any measurable benefit to your investing behaviors?

    Compliance Code: 0431-OAS-2/13/2023

    Copy: 0356-OAS-2/7/2023

    https://adasina.com

    Adam Holt - Advice Engagement and the Future of WealthTech

    Adam Holt - Advice Engagement and the Future of WealthTech

    Tune in to hear:

    - How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?

    - What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?

    - What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?

    - What do people underestimate about the difficulty of becoming a FinTech CEO?

    - Financial planning is only getting adopted by roughly 40% of firms. What would account for this and why are so many clients and households being underserved?

    - Has financial planning been hijacked into simply being a sales carrot or is it still often more than that?

    - How can technology and human advisors best work together for the client’s benefit?

    Compliance Code: 0115-OAS-1/17/2023

    Copy: 0356-OAS-2/7/2023

    https://www.asset-map.com

    https://www.linkedin.com/in/hadamholt

    Laura Larios - Your Nervous System and Your Money

    Laura Larios - Your Nervous System and Your Money

    Tune in to hear:

    - Why do we take our autonomic nervous system for granted and why does it have such a profound effect on our ability to be successful communicators?

    - What are the different hierarchical states of the nervous system and what role do each of these play in determining the stories we tell ourselves? 

    - How would Laura’s work with a client look different than a CBT (Cognitive Behavioral Therapy) approach and why does she believe that nervous system work should come before one should attempt to change their mindset about something?

    - Our physical health really underpins our mental health much of the time. When a client is going through a period of stress, and not physical dysfunction, what is a way to introduce “body first” messaging that won’t alienate that client?

    - What practical tips does Laura have for the average advisor who is personally taking on a lot of the emotional weight of their client’s problems?

    - How can financial professionals be better at providing context for their clients within Laura’s nervous system focused framework?

    - Why does choice play such an important role in regulating the state of our nervous system?

    - Laura believes that working with the nervous system directly can have profound effects on our financial decision making. Why is this the case?

    https://lauralisalarios.com/deepen-masterclass

    Compliance Code: 2346-OAS-12/5/2022

    Dr. Ben Hunt - Reading the Metanarrative’s Subtext

    Dr. Ben Hunt - Reading the Metanarrative’s Subtext

    Tune in to hear:

    - Dr. Hunt often questions - why am I hearing this now? Why is Dr. Hunt calling for greater thoughtfulness around timing?

    - How can we be thoughtful about “weaponized narratives” without succumbing to seeing boogeyman around every corner?

    - How do we think about this narrative formation process when it comes from the inside out? Is that something we should be seeking to do proactively or should we avoid it to truly be our “authentic selves?”

    - How can one “let their freak flag fly” without being overly reactionary, which is potentially equally inauthentic?

    - How can we best react to the fact that there is a push, that seems to grow with each year, to focus more on the financial burden of monthly payments than to look at the sticker price of an item (e.g. a car) itself?

    Compliance Code: 1716-OAS-9/19/2022

    https://www.epsilontheory.com

    https://twitter.com/EpsilonTheory

    Agricultural Investing with Brandon Rebiero

    Agricultural Investing with Brandon Rebiero

    Brandon Rebiero is co-founder of Gold Leaf Farming, a farming and investment company focused on owning, operating, and acquiring agricultural assets in California and Arizona. Brandon shares insights around due diligence, the parallels between agricultural investing and CRE, and how Gold Leaf has utilized the Entrepreneurial Operating System (EOS) to grow rapidly.

    Factoring Inflation Into Your Financial Plans

    Factoring Inflation Into Your Financial Plans

    Inflation is on the rise, impacting consumers around the globe. But how long is it expected to persist, how big of a concern should it be? In this episode, Wealth Planning Executive Bryan Koepp joins us to discuss what’s driving inflation in 2022, how it’s impacting the average American household, and why focusing on your personal balance sheet is key to surviving inflation.  

    Trailer | Regions Wealth Podcast

    Trailer | Regions Wealth Podcast

    It's one thing to manage your wealth, but it's quite another to have a strategic roadmap in place. From investment strategy, estate and retirement planning to building generational wealth and business succession planning, listen as financial professionals tackle some of the biggest, and at times, the most sensitive financial matters our listeners are facing. 

    Check out the latest episodes of Regions Wealth Podcast on your favorite podcast platform, or visit regions.com/wealthpodcast to learn more about the series. 

    Regions Bank, Member FDIC, Equal Housing Lender

    Seller net sheet example conversation and the Slow Flip Real Estate Strategy | Live Real Estate Q&A

    Seller net sheet example conversation and the Slow Flip Real Estate Strategy | Live Real Estate Q&A

    Tips for using price anchoring in sales negotiations, helping immigrants and faith-based investors purchase properties when traditional financing isn’t an option, using the slow flip strategy to increase profit margin and reduce taxes on investments, and presenting price options using a seller net sheet on listing appointments.  Also, this episode is a must-watch if you’re wondering how to approach real estate leads as both a licensed real estate agent and an investor.



    Full show notes: https://probatemastery.com/presenting-price-real-estate-seller-net-sheet-and-slow-flipping-houses-pocast-46

    Watch on YouTube: https://youtu.be/cuCLRnhtXGM

    Facebook Group: Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind

    FREE PROBATE REAL ESTATE WEBINAR:  REGISTER FREE
    https://probatemastery.com/probate-fast-track-webinar/
    **You'll receive a probate marketing cheat sheet, step-by-step guide to get started in probate real estate, and a core knowledge workbook to help you learn your local probate process.


    Timestamps (Links to YouTube)
    0:00 Upcoming content: Probate and reverse mortgage Ask The Expert (Real Estate Podcasts)
    0:55 Keeping both sides of the commission without dual agency (Fiduciary duty and disclosure)
    4:17 Can you be a real estate agent and investor? (Offering Options)
    6:32  Structuring your business as a real estate agent that also invests (Real Estate Business Structure)
    9:01 Seller net sheet example conversation: What do you say in a listing appointment? (Real Estate Appointments)
    13:47 Partnering with the seller to JV a fix and flip deal (Transaction Engineering)
    17:12 What is a good real estate profit margin for deals? (Getting Paid in Real Estate)
    21:17 How to get great real estate deals from leads with bad phone numbers (Real Estate Prospecting)
    23:09 Slow flip real estate method and real estate tax strategy (Slow flipping houses)
    24:11 Rehab rental property costs and tax benefits (Rental Property Rehab)
    25:54 Price anchoring and negotiating (Sales and Negotiation Techniques)
    32:10 Choosing your finance strategy: Conventional vs. Commercial loans for Real Estate Investing
    36:58 Using QRP or Qualified Retirement Plans for real estate investing (Self Banking/Infinite Banking)
    43:11 How can an immigrant buy a house without traditional financing? (Lease with option to purchase)


    Learn more at www.probatemastery.com

    The Private Equity Debate: Is it a Good Investment?

    The Private Equity Debate: Is it a Good Investment?
    Is private equity a good investment? Jeffrey Hooke, Senior Lecturer at Johns Hopkins' Carey School of Business, claims that private equity has not been a lucrative investment for institutional investors such as pension funds or university endowments. Chicago Booth Professor Steven Kaplan, who has studied private equity for over 35 years, disagrees. Luigi and Bethany bring both Jeff and Steven on the show to debate this, and the evolution (or lack thereof) in reporting, transparency, and corporate governance in the private equity industry. What data and metrics should we look at when measuring private equity performance? How should we compare studies and analyses across time and different data sources? Moreover, does adding value to investors also necessarily mean adding value to society? Jeffery Hooke's new book "The Myth of Private Equity" is out now.

    How to unlock profit, solve common transaction problems, and close more probate deals in 2022 | Live Probate Deal Analysis

    How to unlock profit, solve common transaction problems, and close more probate deals in 2022 | Live Probate Deal Analysis

    **WEBINAR:  Register Free: Probate Fast Track Webinar https://probatemastery.com/probate-fast-track-webinar

    Episode 40 of Estate Professionals Mastermind - Live Probate Training with Certified Probate Experts

    Full show notes, time stamps, video stream, and resources: https://probatemastery.com/live-deal-analysis-probate-real-estate-investing-podcast-40

    Watch this as a webinar on YouTube: https://youtu.be/PonWv-681ao

    Key takeaway: You can make more money long-term with the right investment strategy.

    In this episode, Certified Probate Experts share tips and insights about the probate process, creative real estate marketing strategies, cold calling scripts, team-building, and asset protection.  Probate Mastery alumni share their recent probate listings and acquisitions and mastermind together for live deal analysis, transaction engineering, and marketing strategy optimization.


    Thanks for tuning in and if you’d like to become a
    Certified Probate Expert yourself, you can get started today.

    IN THIS EPISODE (YouTube links):

    0:00 The house is listed, but the estate was never probated. Will a purchase agreement be valid and enforceable? (Save the Deal)

    9:37 Selling a probate property with a HECM reverse mortgage in New York (Save the Deal)

    13:54 Success stories: Latest flips, listings, and acquisitions from probate investing (Real Estate Motivation)

    17:02 The opportunity in haul-away services: Branding and value-add with a free dumpster offer. (Marketing Ideas)

    19:57 Probate Webinar and Probate Mastery Referral Program (Probate Mastery News)

    21:16 How to sell a burial plot, and how to donate burial plots and get tax credits for the cash value (Good to Know)

    25:08  I offered value, so they want to hire me to sell their probate property: Disposition or Acquisition? (Probate Investment Strategy)

    26:37 Cash-out refi vs. HELOC (Funding Investment Deals)

    29:06 Investing in Baltimore row houses: How to unlock equity and make more money long-term (Live Deal Analysis)

    35:13 Investment opportunities in dry-camping, #VANLIFE, and Harvest Hosts. (Investment Strategy)

    40:31 My broker thinks probate is for ambulance chasers and doesn’t support investing. Should I create an LLC? (Business Structure)



    Learn more at www.probatemastery.com

    Sub-to deals on probate properties in pre-foreclosure, sibling disputes, and branding and SEO for probate marketing

    Sub-to deals on probate properties in pre-foreclosure, sibling disputes, and branding and SEO for probate marketing

    Weekly Live Probate Training with Probate Mastery alumni

    Full show notes and resources: https://probatemastery.com/sub-to-deals-in-probate-real-estate-plus-optimizing-your-probate-marketing-strategy/ 

    Watch with video on YouTube: https://youtu.be/AAF69oF79DU
    Join our Facebook Group: Estate Professionals Mastermind

    In this episode:  Why you should continue marketing to probate leads during the holidays, leverage debt in an inflationary environment, and stop stuffing your own direct mail envelopes.

    Time Stamps (YouTube links):
    0:00 How I sold two probate listings on Christmas: Probate leads during the holidays
    3:17 Right of survivorship, multiple deaths, probate not filed, what’s on the deed?
    7:10 Leveraging FEMA covid funeral reimbursement to help probate sellers
    7:44 How to deal with fighting siblings in probate and avoid evicting family members living in inherited property
    13:02 Probate Marketing: Best marketing sequence for probate letters
    19:21 Burned by marketing companies: How to get back into marketing with more leverage and less risk
    21:25 Commercial real estate investing: Liquid capital vs. a balance sheet and why leverage is your friend in an inflationary environment
    24:04 Siblings stuck in quicksand: How can I help my interested buyer get this house?
    26:19 How to Sub-To creative finance a probate property in pre-foreclosure: Refinance windows and using HELOC loans
    32:39 How to turn a probate lead into a slow-flip investment deal
    34:51 How to become a proxy buyer for investors at courthouse property auctions
    36:30 Working probate leads in a small market
    39:16 A decade-old probate case still open?
    42:01 Becoming an authorized user for courthouse record access and more tips on FEMA funeral relief
    46:15 Branding and SEO strategy for probate real estate marketing and your probate website


    Probate Certification Course: Probate Real Estate Training for Real Estate Agents, Investors, and Related Professionals 

    Learn more at www.probatemastery.com

    Bitcoin wobbles, SHIBA INU madness, Tesla news, Super Bowl ads, fighting NFT fraud

    Bitcoin wobbles, SHIBA INU madness, Tesla news, Super Bowl ads, fighting NFT fraud

    On this week's CoinMarketRecap podcast with Connor Sephton, we ask crypto analyst Michaël van de Poppe if Bitcoin's pullback should worry investors… and whether SHIBA INU's unbelievable rally is sustainable. CoinMarketCap's Molly Jane Zuckerman joins us for a look at this week's headlines — as Tesla hints it may start accepting Bitcoin as a payment method again, a crypto exchange buys a multimillion-dollar ad spot at the Super Bowl, and potentially worrying statistics about BTC emerge. Plus… how can fraud and scams in the NFT market be tackled? Adobe thinks it may have found the answer, and we're joined by one of the company's executives. Make sure you follow us on Apple Podcasts, Spotify and Google Podcasts for a new episode every Friday. You can find us on Twitter too — @CoinMarketCap and @ConnorSephton.

    BAD CREDIT: 3 tips to buy a house if your credit score is low

    BAD CREDIT: 3 tips to buy a house if your credit score is low

    If you’re looking to buy a house but you have bad credit, we have some good news for you: you may still be able to get a mortgage loan. In this episode, Mortgage Expert Ivan Semintal NMLS # 1762746, gives the best advice on buying a house with a low credit score. 

    Bad credit, or even not-so-great credit isn’t the automatic deterrent for a home loan that it once was says Ivan Simental, mortgage advisor at @theivansimental and host of themortgagereports.com podcast. In a recent episode, Ivan discussed how exactly you can still buy a house, even if you have bad credit. 

    The Mortgage Report Podcast presented and operated by FULL BEAKER, INC. NMLS#1019791

    Equal Housing Opportunity.

    Crypto Chat with OG Jamie Burke

    Crypto Chat with OG Jamie Burke

    Original gangstas. There’s a small number of them in the Bitcoin world.  And today we get to speak with one of them about all things crypto.  From Bitcoin and Ethereum to DefI and NFTs, Jamie Burke has many thoughts and words to share.

    We have some decent questions as well. Some are more decent than others. Some may be indecent. We talk. You decide.

    Thoughts and words are coming your way, so fasten your seatbelt and don’t forget to check your rearview mirror for episode #499 of The Bad Crypto Podcast.

    Full Show Notes at: http://badco.in/499

    SUBSCRIBE, RATE, & REVIEW:

    Apple Podcast: http://badco.in/itunes
    Google Podcasts: http://badco.in/google
    Spotify: http://badco.in/spotify

    FOLLOW US ON SOCIAL MEDIA:

    Twitter: @BadCrypto - @joelcomm - @teedubya
    Facebook: /BadCrypto - /JoelComm - /teedubyaw
    Facebook Mastermind Group: /BadCrypto
    LinkedIn: /in/joelcomm - /in/teedubya
    Instagram: @BadCryptoPodcast
    Email: badcryptopodcast[at]gmail[dot]com
    Phone: SEVEN-OH-8-88FIVE- 90THIRTY

    DONATE CRYPTO TO THE SHOW:
    If you'd like to donate a bit of cryptocurrency to The Bad Crypto Podcast, feel free to send copious amounts to the following locations:

    $BTC: Bitcoin: 3GMgCH4dFUHSLdrPnLwEsfKPVnLnoGbzGZ
    $ETH Ethereum: 0x1ccE8A04fa6743eD1D24cA063c7543D43B42F328
    $LTC Litecoin: LavXqTWVHebEgVhBXdg3Hue3xEAmgtxLgr
    $DOGE Dogecoin: DMngvNMX1U8Sg8PkDjCC3UTS8Mmn9RqTP5

    DISCLAIMER:
    Do your own due diligence and research. Joel Comm and Travis Wright are NOT FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us.

    We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations.

    Support the show: https://badcryptopodcast.com

    See omnystudio.com/listener for privacy information.

    Payment For Order Flow // Stock Order Routing Explained (Flashback)

    Payment For Order Flow // Stock Order Routing Explained (Flashback)

    Payment for order flow is what many brokers are doing, but investors don't know that their broker is participating in order routing. I'll go into details on this topic and what you need to pay attention to.

    Support the show

    Dividend Stocks vs Growth Stocks: Invest in Which One?

    Dividend Stocks vs Growth Stocks: Invest in Which One?

    Dividend stocks vs growth stocks - which ones are you investing in. In this video I talk about the the pros and cons of both and why they are called dividend (income) and growth stocks.

    I also talk about the business life cycle of companies and how it impacts companies on the stock market.

    Subscribe to my YouTube channel

    Support the show