Episoder
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“Then when I moved to Tampa, I bought a four-unit building and I lived in one of the units. I renovated as many as I could, and then I moved into one. And that was the real game changer. An aha moment for me. And I mean, I had tried other things up to that point. I tried wholesaling; I hated that with a burning passion. I tried being a realtor and hated that even more than I hate wholesaling. So, props to any successful realtors out there. But buying that first four unit and accidentally sort of getting into house hacking was revolutionary for me because now that I no longer had a housing payment, I was actually getting paid to live where I was living.”
Join me this week as I interview Michael Wagman, the managing partner and co-founder of Nimble Capital Group. Michael began his real estate journey at the age of 25, flipping houses with no prior knowledge, all due to his love of the shows on HGTV. Having tried most strategies from wholesaling to house hacking to vacation rentals, he finally found his passion in multifamily and large syndication deals. Michael started with one flip that turned into 700 rental doors and 3 developments. Today, his company holds a portfolio of over $60 million.
Michael and I discuss:
· His love of HGTV that led to flipping houses
· The impact of house hacking to financial freedom
· His transition from flipping to multifamily investments and development
· Navigating the multifamily market post-pandemic
· Creative financing strategies
· Understanding development projects and deals
· Investor profiles and market sentiment
· Tax strategies and real estate investments
Episode Links:
LinkedIn: https://www.linkedin.com/in/michaelwagman/
YouTube: @nimblecapitalgroup5053
IG: https://www.instagram.com/nimble_capital_group/
Facebook: https://www.facebook.com/nimblecapital2022
https://nimblecapitalgroup.com/
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 41 with Logan Hertz (Part 2)
"Most people, unfortunately, put the cart before the horse where they start investing before they start saving. Right. And part of the way that they are manipulated is the financial powers that be tell them that they're saving for retirement by putting money in a 401k. That's not a savings vehicle. That's an investing vehicle and you're giving up liquidity. Putting money into whole life insurance is building liquidity. It's a savings vehicle. Putting money into a savings account is a savings vehicle. Right? So you need to start with that foundation first. You start with the protection, the savings, then you can get into investing and then into speculating."Join me this week for the second half of my interview with Logan Hertz the Founder of Hazeltine, LLC. This week we focus on how to use the Infinite Banking Concept (IBC) with velocity banking to make the most of your money. Logan spent over a decade as a business strategy consultant for C-Level Executives. While in the corporate space, he began to question the conventional strategies for building financial freedom and in his quest discovered dividend-paying whole life insurance. In 2020, he founded Hazeltine, LLC and became an Infinite Banking Specialist, setting out to help clients escape traditional banking to become their own bankers.
Logan and I discuss:
Combining IBC and velocity banking for successLiquidity, access, and control in financial strategiesThe role of savings before investingThe role of liquidity in financial securityEpisode Links:
LinkedIn: @loganhertz
YouTube: @HazeltineLLC
Email: [email protected]
www.hazeltinellc.com
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Manglende episoder?
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Episode 40 with Logan Hertz
“Yeah, your human life value. So, first of all, most people fully insure their houses. They fully insure their cars. They would never think of not doing such a thing, but they don't fully insure their lives. In fact, they don't even know what their human life value is, right? So when people ask, you know, they ask how much life insurance do I need? Well, that's the wrong question. Okay. Who's the expert at determining your human life value? It's not you.”
Join me this week as I interview Logan Hertz the Founder of Hazeltine, LLC in part one of two episodes focusing on Infinite Banking Concept (IBC) and velocity banking. Logan spent over a decade as a business strategy consultant for C-Level Executives. While in the corporate space, he began to question the conventional strategies for building financial freedom and in his quest discovered dividend-paying whole life insurance. In 2020, he founded Hazeltine, LLC and became an Infinite Banking Specialist, setting out to help clients escape traditional banking to become their own bankers.
Logan and I discuss:
· Understanding the Infinite Banking Concept (IBC)
· Why people need to “reserve their legacy” with life insurance
· Term life insurance, convertible life insurance, and whole life insurance
· The importance of life insurance as a financial tool
· Building cash value in whole-life policies
Episode Links:
LinkedIn: @loganhertz
YouTube: @HazeltineLLC
Email: [email protected]
www.hazeltinellc.com
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 39 with Zander Kempf
“I've always wanted to be an entrepreneur. It's always been my goal, even since I was a little kid. I want to start businesses. I want to work for myself. I want to go find opportunity and monetize it. Back in high school, I was selling small knickknacks. I started a landscaping company and had about 10 guys working for me back then. Throughout college, I’d come up with a handful of different business ideas. None of them went anywhere, but I just always kept trying. So, when I was in the military, I finally saw real estate as that opportunity. It's like, this is something that I can just see an immense amount of power in, and you can leverage in so many different ways.”Join me this week as I interview Zander Kempf, the Founder and CEO of Clear Summit Investments. Zander specializes in developing RV and glamping resorts near national parks. With nearly a decade of experience in real estate development and finance, Zander is also a decorated veteran, having served as a Captain in the 82nd Airborne Division. Today his team has over 71 investors and $40 million under development with a 24% average annual return to investors. Zander is a leader in the quest for financial freedom through real investment and infinite cash flow strategies.
Zander and I discuss:
His transition from the military to real estate entrepreneurThe importance of teamwork and delegationThe opportunities in RV ResortsThe differences between MHPs and RV ResortsChallenges and strategies for RV Park managementAirbnbs, Airstreams and Tiny HomesInfinite cash flow strategiesOpportunities and growth in the RV Resort sectorEpisode Links:
LinkedIn: @alexanderkempf
IG: @zanderkempf
X (formerly Twitter): @zanderkempf
Facebook: @zanderkempf
TikTok: @zanderkempf
YouTube: @ZanderKempf
https://www.clearsummitinvestments.com/
Buy Back Your Time by Dan Martell
Who Not How by Dan Sullivan and Dr. Benjamin Hardy
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 38 with Sam Silverman
“You're investing with that person. And the biggest thing is - you know I think of this as the gut check, right? Like I manage my mom's full portfolio of her investments, and I know whatever shortcoming there may be in the future, that's a gap that I'll go fill. So, I think of it as, ‘What if my mom's money was with this person – would I sleep okay at night?’ It’s the first thing. Like numbers aside, returns aside, pro formas aside. You think of the gut check of, ‘Does this person make me feel comfortable? Do I trust them at a high level on a first conversation? Do I feel as though they are aligned to me ethically… morally? Are they going to do what they say they're going to do within reason?’”Join me as I interview Sam Silverman, the founder of Silverman Hold Co and the Fully Funded mastermind community. Sam started in sales and marketing before making the leap to real estate and passive investments. After realizing the limitations of single-family homes, he explored multifamily and syndications. Before going full-time and founding Silverman Capital in 2021, Sam raised an impressive $25 million in funds. Sam’s company specializes in passive investment opportunities for a variety of assets from multifamily to mobile home parks to debt investments. Today, Silverman Hold Co manages a portfolio of over 12,000 units valued at more than $2 billion.
Sam and I discuss:
· His early entrepreneurship and journey from sales
· Real estate investment strategies and syndication
· Investment goals and evaluating investment opportunities
· Exploring debt funds and hard money lending
· Investment structure and returns
· Mobile home pack financing options
· Opportunities in the paving industry
Episode Links:
LinkedIn: https://www.linkedin.com/in/samfullyfunded/
IG: https://www.instagram.com/sam_silvers/?hl=en
Apple: The Fully Funded Show
Spotify: The Fully Funded Show
Email: [email protected]
https://silvermancapital.co/
https://fullyfunded.capital/
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 37 with James Lascara
“You do not need to be the one with all the right answers all the time, but you need to know where they are. You need to know where those people are. need to know how to find them. And you need to make sure you do a good job of understanding the risks that could be catastrophic. I like to give the fitness analogy, like if I'm going in and I'm doing something I've never done before, and I need a spotter on the bench. I'm doing a weight I've never done before, I may not need that spotter, but I want to make sure he's there so something really bad doesn't happen. I treat real estate the same way, right?”Join me as I interview James Lascara, the Founder & CEO of Poseidon 25 Developments, Lascara Real Estate, Trident Rental Group, and Lascara Capital. James has achieved incredible results with his team over only a few years. Between 2022-2023, he conducted over $28 million in sales volume, initiated multiple 7-figure development projects, and conducted over $1M of private debt transactions. Remarkably, James elevated a $400,000 AUM portfolio to an impressive $10.5M AUM portfolio within just four years. With his Elite Investor Mastermind group, James continues to share his experiences and empowers real estate investors to make connections and collaborate for success.
James and I discuss:
His transition from house hacking and single-family to development projectsThe power of collaboration with the right people in real estateFinancing construction and development projectsHow to make strategic real estate offersThe value of mastermind groupsThe evolution of his “Elite Investor Event”Setting goals for financial freedomEpisode Links:
LinkedIn: @james-lascara
Instagram: @jplinvest
YouTube: The Elite Investor Show
https://www.poseidon25.com/
https://www.poseidon25.com/elite-investor-mindset
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 36 with James Hogan
“I want to provide good homes for people. I want to help build communities. I want to take away the eyesore in the community and make it nice. When people have somewhere nice to live, and I could speak from experience - when I was younger, I was really scrapping, man. I was renting rooms. I was doing whatever I could. And I know what it's like to go from living in these shitty places to - I live on the water now because of real estate And truly being dedicated and working hard and loving it makes it a lot easier to work. But yeah, I want to give people really good places to live. I want the first-time home buyer to have a center island and have people over make pizzas at the countertop. I want to I want to provide good communities for people as well.”Join me as I interview James Hogan with Smile Home Buyers, a cash buyer for residential real estate in the Tampa Bay area. At the age of 18, James left home to live on his own in Albany, New York. After a few years of hustling in construction and restaurants, he went back to school and earned an internship with a commercial real estate firm. This first job solidified his passion for real estate and after many successful listings, he was awarded the Long Island Board of Realtors “Top 20 Under 40” Award in 2022. After 7 years of being an agent, James moved to Florida to go all-in on investing in real estate full-time and mentoring other agents.
James and I discuss:
Earning an income through hustlingHis journey and transition from real estate agent to investorInvestment opportunities in flipping housesHow the first deal is the hardestInsights and strategies to find dealsThe power of negotiation in real estateHow to invest and earn if you are NOT in real estateBuilding communities and funding future dealsEpisode Links:
LinkedIn: @james-hogan-86334812a
Instagram: @jameshoganrealestate
Facebook: @jameshoganinfo
Email: [email protected]
Cell: 631-599-0728
https://investwithhogan.com/
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 35 with Jason Postill
“I always like to try to bring value to these, however I can. I mean, there's no real secret sauce, and that's what we were talking about before this. It's literally just doing what people don't want to do. Like, and I hate even saying stuff that's so cliche, but like the cold calling. And my father said that a long time ago, he was in a different type of sales, like commercial printing back in the day, but like one call can literally change your life. So, AI and all this fancy software we've, we've tried a lot, but it always comes down to literally a direct call straight to the owner, the decision maker.”
Join me as I interview Jason Postill, a former professional baseball player who has transitioned into the world of real estate. Jason is currently a managing partner of JP Capital Solutions and a principal operator of the MHCI Group. In the last decade, he has worked for real estate investment firms with transactions totaling over $46 billion annually. In 2019, he founded his own full-service commercial brokerage specializing in multifamily properties in the Southeast. Currently, MHCI group is the largest private owner of mobile home parks in Arkansas with over 800 units under management.
Jason and I discuss:
His journey from professional baseball to real estateThe value of cold callingBuilding a MHP empire in ArkansasUsing your resources and networkingThe growth of the MHCI GroupChallenges and lessons learned in real estateUnderstanding MHP managementEpisode Links:
LinkedIn: @jpcapitalsolutions
Email: [email protected]
https://www.mhcigroup.com/
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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“Like I'm too young to be retired. What do I want to do? And so from that, was like, ‘Hey, you know, kind of put the feelers out.’ And one of my old partners at the previous business, which was called Bongo, he was like, ‘Hey, I just started this business called PINCH.’ And it was the concept of it was like Uber, but for house cleaners. And I was like, light bulb, you know, this is perfect.”
Join me as I interview Greg Sack, a seasoned entrepreneur with an impressive track record, including the successful sale of an e-commerce business to FedEx in 2014. With over seven years of property management experience, Greg owns and manages a property management company, Plant Property Management, in Tampa, FL. Seeing the industry challenges in multifamily rentals, Greg partnered with a colleague to try to solve them by creating PINCH. PINCH is an innovative cleaning service platform aiming to streamline operations by providing one vendor access to multiple staff.
Greg and I discuss:
· His experience and transition from logistics to real estate
· Challenges in customer service and quality control
· PINCH: The Multifamily Cleaning Solution
· The role of cleaning services in property management
· Building a sustainable cleaning business
· Challenges in property management
· Understanding tenant dynamics and delinquency issues
· Scaling operations and efficiency in real estate
· The importance of trust in business operations
Episode Links:
LinkedIn: @gregsack
Facebook: @pinchjob
Email: [email protected]
https://www.pinch.cleaning/
https://pro.pinch.cleaning/
------------------------
THE MILLIONAIRE JOURNEYGet your free e-book here:
Top 10 Reasons Mobile Home Parks Outperform Other Real Estate Investments
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 33 with Axel Ragnarsson
“I think fundamentally speaking, the greatest negotiating tool or leverage you can possibly have is an alternative. It's, ‘I don't need this deal.’ Not needing any one deal is your greatest negotiating power. And when you look at a lot of deals and you're offering on a lot of deals, when you have a good pipeline, you never become emotionally attached to that one deal. And that's frankly, where a lot of investors screw up is they just don't look at enough deals. And when they find one that's finally kind of working, they just become obsessed with it. And they just, next thing you know, they've overpaid, right? Or they bought the wrong deal or they compromised some other part of their criteria. It’s easy to negotiate when you're like, ‘Dude, I don't have to buy this from you.’”Join Glenn as he interviews Axel Ragnarsson, a leading multifamily real estate investor and the host of the Multifamily Wealth Podcast. Based in Boston, MA, he is the founder of Aligned Real Estate Partners, where he manages a portfolio of over 700 units and has been involved in transactions totaling more than $62 million. Axel’s expertise includes sourcing deals, raising capital, and managing properties across various U.S. markets. He is also a founding partner of Blue Door Living, a property management company overseeing over 300 units in New Hampshire. Through his podcast, Axel provides valuable insights and practical advice on multifamily investing, making him a respected figure in the real estate community.
Glenn and Axel discuss:
Specializing in small to mid-size family multifamily dealsSmall to mid-size multifamily versus large institutional multifamilyThe role of cash flow and location in real estateThe key to rapidly scaling your portfolioGetting started in real estate investmentThe value of negotiation skills and unconventional propertiesThe importance of negotiating and finding great dealsUnderstanding replacement costs and market dynamicsAvoiding analysis paralysis and focusing on executionHow his car sales experience has influenced his real estate dealsEpisode Links:
LinkedIn: @axelragnarsson
X (formerly Twitter): @multifamwealth
Instagram: @multifamilywealth
Email: [email protected]
https://alignedrep.com/
The Multifamily Wealth Podcast
------------------------
THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaney
Podcast Management by Kelly Carlson Creative Services -
Episode 32 with Gary Covert
"I had an old customer talk to me and said that he was starting to acquire oil and gas wells and develop them. And would I be interested in talking about it. And it's like, “Is that a thing?” Because he was talking about it like flipping houses. I was like, “Really?” He said, “Yeah, that's a thing.” We partnered up. We got a couple of investors around a handful of wells and got our first assets going. And then after that, we made another acquisition for a lot more wells with a couple of family offices and a handful of high-net-worth investors. We've been in I guess we're going on four years now and it's been a really interesting learning curve for me. And one of the big things that I've learned about oil and gas is how closely it is analogous to multifamily.”Join Glenn as he interviews Gary Covert, the founder of Gary Covert Consulting and partner in Lodestone Energy Partners. Gary is a top executive coach and advisor who has helped leaders in many admired companies reach their potential and boost their effectiveness. He also specializes in acquiring, optimizing, and managing oil and gas wells in West Texas. Since 2020, Gary’s oil and gas development company has grown from a few wells to hundreds, and he hopes to move into the thousands in the coming years.
Glenn and Gary discuss:
Consulting with mid-size and large companiesCompany culture and matching people with positions in organizationsUnderstanding the basics of the oil and gas industryThe similarities between oil and gas and real estateAcquiring and operating oil and gas wellsImproving operations and returnChallenges of management in the oil and gas industryUnderstanding LNG and natural gasHedging and financing in oil and gasGary’s podcast – Leading ProsperityEntrepreneurship and financial independenceThe importance of good operatorsThe value of curiosity and consistencyEpisode Links:
LinkedIn: @garycovert
X (formerly Twitter): @garycovert
https://garycovertconsulting.com/
Leading Prosperity Podcast
------------------------
THE MILLIONAIRE JOURNEYInvest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 31 with Tim Woodbridge
“So, me looking at that now I say, ‘Yeah, that's a sh*t deal.’ I'm glad that I didn't think of it like that. I'm glad I was excited. Because without doing that deal and figuring out how to do it, I wouldn't be where I am today. So anytime someone says, ‘That's a sh*t deal ,’or like, ‘Don't do that deal. That's a lot of headache.’ It's like, well, but don't discount the headache that you're going to have. I figured out how to do it because it was a headache, and I increased the value. I saw that there was potential.”Join Glenn as he interviews Tim Woodbridge, the co-founder of WC Investments. Tim began his career as a nurse but made the transition into real estate after discovering Mobile Home Park (MHP) investments in 2019. Under his leadership, WC Investments has developed a portfolio of 9 mobile home parks, totaling 273 spaces, a 34-unit apartment complex, and an RV park with 27 spaces. Tim and his company aim to provide high-quality affordable housing while ensuring optimal returns for investors.
Glenn and Tim discuss:
Discovering the potential of the MHP marketCreative deal structuring and financing for MHPsMarket perception and timingThe importance of cash flow and financingLearning from investment mistakesHow location can be a key factorEvaluating potential MHP opportunitiesResearching landlord laws in different marketsConsidering investments outside the local marketAffordability issues in the current marketPredicting future lot rent increasesEpisode Links:
LinkedIn: @tim-woodbridge-62894855
Instagram: @tim.woodbridge
Facebook: @tim.woodbridge.54
YouTube: @tim.woodbridge
https://linktr.ee/tim.woodbridge
https://www.wcinvgroup.com/
------------------------
THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaney
Podcast Management by Kelly Carlson Creative Services -
Episode 30 with Jarod Alexander
“Unfortunately, just kind of speaking a hard reality is, I mean I've just recently had some good friends that are my age that have, you know, passed away. And I meet so many, so many people that, ‘Hey, when I get to this age, I'm going to retire and then I'm going to enjoy the time and travel and do all that.’ I'm like, why not do it now? Right. Like enjoy the time you have now. Don't wait. And fortunately for us, Glenn, real estate and this investing has given us an opportunity to be able to do that. Because I mean, really what we're doing is just trying to buy back our time. Like we're doing something we love, but we want the time freedom to be able to have the choice and have the option to again, do what's important to us and spend time with the people that are important to us.”Join Glenn as he interviews Jarod Alexander, the founder of Optimal Equity Group, a firm dedicated to educating investors on achieving strong returns through real estate. Drawing on his experience as a limited partner in six real estate syndications totaling over 1,100 units, Jarod leverages his knowledge to recognize compelling investment opportunities. His mission is to empower people to reach their financial goals, as he firmly believes real estate is one of the best paths to achieve this.
Learning about real estate from his mother and grandfatherDiscovering the power of real estate investingCreating “good debt” and cash flow opportunitiesTransitioning into multifamily syndicationsThe benefits of passive investing in syndicationsSelf-directed IRAs and Unrelated Business Income Tax (UBIT)The pros and cons of eQRP, 401Ks and Roth IRAsVetting operators in syndicationsLeaving a high-paying W-2 to find new financial opportunitiesSetting goals for financial independenceThe importance of having a strong “why”Episode Links:
LinkedIn: @jarod-alexander-6383a0120
Instagram: @jarod_alexander2489
https://optimalequitygroup.com/
The Optimal Wealth Podcast
https://eqrp.com/
------------------------
THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaney
Podcast Management by Kelly Carlson Creative Services -
Episode 29 with Jim Oliver
"Jim: I'm not saying it's simple, but it doesn't mean it's easy, right? Einstein said simplicity is elusive. Now why? Because of the noise. Because of the noise. They want you to take your money and put it in a large financial institution. Okay. And so think of any, I'm not going to pick on the banks, Wall Street, insurance companies, they're all large financial institutions. What do they all want, Glenn?Glenn: Your money.
Jim: And how much of it do they want?
Glenn: As much as they can get.
Jim: And how much do they wanna give back to you?
Glenn: As little as possible.
Jim: And how long do they wanna keep it?Glenn: Forever.
Jim: Boom, boom, boom, a student right there. You answered every question exactly right.
Glenn: Yeah, I already, I'm drinking the Kool-Aid.
Jim:So we got to break away from that.”Join Glenn as he interviews Jim Oliver, founder of CreateTailwind. Jim is the world’s foremost authority on the Infinite Banking Concept (IBC), and has dedicated his career to breaking the financial shackles that bind people and businesses to unnecessary taxes and interest expenses. Jim spent 12 years under the tutelage of the late Nelson Nash, the pioneer of IBC, and now spreads the message of IBC through his firm CreateTailwind, their podcast Breakaway Wealth, and speaking engagements across the United States. Today, CreateTailwind has clients in all 50 states and provides support, education, and services virtually and in person.
Glenn and Jim discuss:
Growing up in foster care and learning from scarcityJim's journey from zero to successDiscovering the power of money and business ownershipThe truths about traditional investments and rates of returnThe importance of banking in wealth creationLearning IBC from Nelson NashUnderstanding IBC as a personal banking system and legacyCommon misconceptions about IBCThe role of insurance companies in IBC The importance of working with knowledgable and responsive agentsUsing IBC to invest in real estate and businessesThe tax advantages of infinite bankingOvercoming mental hurdles and the power of struggleThe abundance mindset and thinking like an ownerThe long-term vision and legacy of IBCEpisode Links:
LinkedIn: @jim-oliver-2931147/
Twitter (formerly X): @createtailwind
Instagram: @create_tailwind/
Youtube: @createtailwind182
Facebook: @createtailwind
Email: [email protected]Podcast: https://breakawaywealth.libsyn.com/
https://createtailwind.com/
https://community.createtailwind.com/Becoming Your Own Banker by R. Nelson Nash
The 38 Letters from JD Rockefeller to His Son------------------------
THE MILLIONAIRE JOURNEYInvest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 28 with Kris Morin
“But fast forward, I never would have known that I would have gone on to buy hundreds of units of my own and then start this commercial private equity company that acquires hundreds of units across the US. And when you're doing these construction projects and rehabilitation projects at that scale, all of that experience managing multiple, you know, rehab projects in multiple markets across the US suddenly came into play and it was invaluable. And so I was probably able to avoid a lot of mistakes and make a lot more money than somebody who went and attended a mastermind. [Then] called themselves a syndicator the next day and tries to oversee a hundred unit rehab projects. Like you're bound to really make some mistakes there.”
Join Glenn as he interviews Kristopher Morin, co-founder of Three Peaks Capital, a company that focuses on providing investors access to institutional-grade real estate investments. Kris began his journey as a science teacher and quickly discovered he would never have the financial freedom he wanted on this career path. He then shifted to consulting, where he held leadership roles at top firms like Accenture, helping Fortune 500 companies develop competitive strategies and achieve operational efficiencies. Kris discovered real estate investment while working his W-2 job and never looked back. With over 12 years of experience, Kris is a sought-after investment educator, mentor, and coach for high-profile business professionals.
Glenn and Kris discuss:
His journey from the classroom to consultingHis first real estate experience during the 2008 recessionHow he bounced back from almost declaring bankruptcyHis transition from flipping single houses to multifamily propertiesHis arguments for setting a minimum of 4 doors per rental propertyThe Midwest and Seattle real estate marketsNavigating market dynamics in multifamily investingUnderstanding tenant laws and creating low delinquency assetsInvesting in tenant-friendly marketsThe strategies and focus of Three Peaks CapitalEpisode Links:
LinkedIn: @kris-morin-multifamily-real-estate-expert
Facebook: @kris.morin.906
Twitter (formerly X): @KrisDMorin
Instagram: @kris.morin.real.estate.expert
Email: [email protected]
https://www.threepeakscap.com/
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THE MILLIONAIRE JOURNEYInvest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 27 with Warren Dresner
“No, that's completely true. and there are, there are different types of coaches. There are coaches who can teach you how to invest in a specific class of real estate. There are coaches who focus more on mindset. There's a whole range that not all coaches are created equal. It can seem like a sales pitch and it can be expensive, but it is exactly like you say, it's about learning from other people's experience. And you can fast track a lot of your development that way. Like, no matter how good you are, how great you are, having perspective, someone sitting on the sidelines with a different perspective to you can really help to stop you from stumbling over things and just give you advice that maybe sometimes we're blinded to ourselves.”Join Glenn as he interviews Warren Dresner, the co-founder of Equity Yield Group, a company that helps investors access institutional-level multifamily investments. Warren has more than 20 years of experience in finance, insurance, and real estate in the USA, UK, and his native country, Australia. He is currently invested in over 2,000 units across the United States.
Glenn and Warren discuss:
His career in corporate finance and insuranceManaging risk and protecting the downsideHis first real estate experiencesHow lending differs in AustraliaTransitioning to active real estate investment and raising capitalOvercoming limiting beliefs with mindset coachingEquity Yield Group and his goals for investor experienceWorking with property management companiesChallenges of the current real estate marketThe impact of interest rates and insurance costsEpisode Links:
LinkedIn: @equity-yield-group/
https://equityyieldgroup.com/
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THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaney
Podcast Management by Kelly Carlson Creative Services -
Episode 26 with Nate Dean
“But even when we are paying cash, we are giving up the interest that that money could have earned if it would have been in a better environment. So even when we're saving up to pay cash, we're losing out on the opportunity costs on those dollars. The other side of that is we're always making payments to someone. We're making payments to the bank when we're borrowing, but when we are saving up, either sporadically or systematically, we are making payments to ourselves for a future purchase. So, if you can take hold of those ideas and wrap your mind around this idea of, ‘I can be the borrower and the lender simultaneously,’ like that is a powerful process when I get to control both sides of those things.”Join Glenn as he interviews Nate Dean, the co-founder of Unlimited Life Concepts (ULC). ULC is a company that teaches individuals and businesses how to create private banking systems using the Infinite Banking Concept (IBC). After several years serving in youth and music ministry, and then as a pastor, Nate discovered the IBC and felt called to educate others on how they could also find financial freedom by becoming their own bankers.
Glenn and Nate discuss:
His journey from music and ministry to a financial education businessHow pastors explore life topicsHis introduction to the Infinite Banking Concept (IBC) and whole life insuranceUnderstanding the IBC and its many benefitsThinking long-term and rate of returnThe value of whole life insurance versus term life insuranceComparing IBC to other types of investmentsUsing whole life insurance to finance vehicles and other opportunitiesHis podcast, Cashflow Legendz, and financial coaching businessEpisode Links:
X (formerly Twitter): @ChroniclesNateLinkedIn: @nate-dean-6b5600248
Facebook: @unlimitedlifeconcepts
YouTube: Cashflow Legendz Podcast
Unlimited Life Concepts
Cashflow Legendz
Becoming Your Own Banker by R. Nelson Nash
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THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaney
Podcast Management by Kelly Carlson Creative Services -
Episode 25 with Randy Smith
“Like, that's a big deal that, you know, people save, for maybe two years for that $25,000. But if we can get that thing doubling every three to five years, and if you look at when they, maybe you do it every two years, or maybe every year you put another 25 grand in there, at some point when deals start going full cycle, you're creating this income that is essentially, it's just, it's tax advantaged income that you don't have to go to work for. And if you do get laid off from your job, like I got laid off from my jobs two times, it feels, you have a whole new freedom once your core expenses are covered in your household.”Join Glenn as he interviews Randy Smith, the founder of Impact Equity. Randy spent 25 years working in sales for Fortune 100 and 200 companies. While still working his corporate job, he began investing his extra capital in real estate and eventually shifted to passive investing through a syndication model. After being laid off, Randy focused his energy on the Fund-to-Fund model and building his own business. He has helped over 100 investors find opportunities since 2022, with a goal to help 100 investors become millionaires before the end of 2030.
Glenn and Randy discuss:
His transition from sales to real estate investingWhat he learned from early real estate investmentsPivoting from the BRRR strategy to passive investingThe structure of the Fund-to-Fund modelThe importance of your network and small investorsThe power of cash flow assets and passive investing to build wealthThe importance of diversification in your portfolioThe syndication model in short term rentalsThe benefits of investing in multi-family real estatePersonal and business metrics for successHis podcast and Impact EquityEpisode Links:
LinkedIn: @randallmsmithInstagram: @randysmithinvestor
https://www.impactequity.net/
https://linktr.ee/impactequity
https://thegentleartofcrushingit.com/
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THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaney
Podcast Management by Kelly Carlson Creative Services -
Episode 24 with Beau Wiltshire
“I've got more cash flowing through my life that I can capture because I'm already saving money. Like I'm not, you know, just Ferraris and gold watches. And even if you are, like put your money in here, bring it back out, and go buy your gold watch. And now it's gonna compound. Now you haven't lost that money. Now it's still your system. If you really want the watch and you were gonna save up and buy the watch anyway, take the policy loan, do it, put $500 a month, whatever you would pay for that watch or save up for that watch, just put it back in the system. It immediately becomes available again. You just have a bigger system that does it. And if you do kick the bucket a little early, you get to leave everybody a lot more money.”Join Glenn as he interviews Beau Wiltshire, a military man turned entrepreneur and the co-founder of Fortify Capital Group. In 2020, Beau purchased his first mobile home park with 44 spaces while learning about real estate and investments. By the end of 2022, he had grown his MHP portfolio by over 2,000% with 1,000 spaces. Beau has continued building his wealth and legacy using the Infinite Banking Concept (IBC).
His journey from the military to mobile home park (MHP) investmentsUsing the power of partnerships to grow your businessThe Infinite Banking Concept (IBC) and how it worksThe benefits and challenges of IBC (or whole life insurance)Using whole life insurance as a tool for wealth accumulationMaximizing your current portfolio before taking on more investmentsBreaking the taboos of talking about moneyLeaving a legacy that includes building character
Glenn and Beau discuss:Episode Links:
LinkedIn: @robert-wiltshireInstagram: @fortify_cg
X (formerly Twitter): @FortifyCG
Referenced ResourcesBecoming Your Own Banker by R. Nelson Nash
Entrusted: Building a Legacy That Lasts by Andrew Howell and David York
Andrew L. Howell - Attorney
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THE MILLIONAIRE JOURNEY
Invest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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Episode 23 with Frank Rizzo
"But at some point - and I had somebody tell me this and it stuck with me - at some point, just like a rocket ship when it comes up with the payload, what gets you to a certain level, you have to release to go further. Right? And you have to focus on the two or three things that you do really well, your unique ability; and then allow other people to do that because you can't, it's physically impossible for any person to push eight different boulders at the same time. You can do one, maybe two, but you're going to spread yourself too thin and you're going to get in the way of your own growth."
Join Glenn as he interviews Frank Rizzo, the Co-Founder of Stone Capital Investors. Frank started his real estate journey at 19 when he obtained his license. Today, Frank has over 20 years of experience in real estate as a broker, owner, and syndicator. Over the last 12 years, he has been focused on manufactured housing and the Mobile Home Park (MHP) space. Over the last decade, Frank has acquired and re-positioned over 20 communities and 1,567 lots.
His experiences in real estateDiscovering the potential of MHPsChallenges of cleaning up a parkManaging a business remotelyKnowing your unique strengths and delegatingThe importance of communication and creating a communityScalability and expansion of a real estate businessAddressing the affordable housing crisisFinding passion and purpose in real estateFrank’s podcast and the MHP Exchange Platform
Glenn and Frank discuss:Episode Links:
LinkedIn: @frank-rizzo-20818843/
Instagram: @frank.rizz/
X (formerly Twitter): @TheMHPExchange
Facebook: @mhpexchange
https://themhpexchange.com/
The MHP Exchange Podcast
Trailer Park Turnaround
https://www.stonecapinv.com/
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THE MILLIONAIRE JOURNEYInvest with Glenn:
https://www.verticalequityproperties.com/about
www.themillionairejourney.net
https://www.verticalequityproperties.com/LinkedIn: @glennyaney
X (formerly Twitter): @glennyaneyPodcast Management by Kelly Carlson Creative Services
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