Episodes

  • Aligning Interests: Why Sponsors Should Invest Personal Capital | Jeremy Dyer

    Aligning Interests: Why Sponsors Should Invest Personal Capital | Jeremy Dyer
    Jul 25 2024
    Jeremy Dyer, founder of Starting Point Capital, shares the ultimate real estate investor guide, uncovering tried and tested strategies and tips.
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    35 mins
  • From Losing Millions to Managing a Dynamic Investment Network | Jimmy Calano

    From Losing Millions to Managing a Dynamic Investment Network | Jimmy Calano
    Jul 12 2024
    Jimmy Calano, private investor and facilitator at Boulder Investment Group, shares his journey managing one of Colorado’s most robust investment networks.
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    37 mins
  • Breaking Financial Myths (Part 2) | Stephanie Walter

    Breaking Financial Myths (Part 2) | Stephanie Walter
    Jun 27 2024
    Stephanie Walter, founder and CEO of Erbe Wealth, and usual host of Engineering Wealth Today, shares a blueprint for building robust wealth.
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    26 mins
  • Breaking Financial Myths (Part 1) | Stephanie Walter

    Breaking Financial Myths (Part 1) | Stephanie Walter
    May 30 2024
    Stephanie Walter, founder and CEO of Erbe Wealth, and usual host of Engineering Wealth Today, shares a blueprint for building robust wealth.
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    31 mins
  • Tax Myths Debunked: Insights from a Seasoned CPA | Matt Dumford

    Tax Myths Debunked: Insights from a Seasoned CPA | Matt Dumford
    Mar 28 2024
    Matt Dumford, Stephanie's personal CPA, unravels the complexities of taxes and explains how the current historically low tax rates affect all of us.
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    41 mins
  • Helping You Build Passive Income Through Real Estate Investment | Brian Davis

    Helping You Build Passive Income Through Real Estate Investment | Brian Davis
    Jan 25 2024
    Brian Davis is a real estate investor, passive income expert, and co-founder of Spark Rental, who helps others build passive income by investing in small amounts in real estate syndications.
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    32 mins
  • You Need a Trust – Not Just a Will | William L. Carpenter

    You Need a Trust – Not Just a Will | William L. Carpenter
    Jan 11 2024
    William Carpenter, estate attorney at Gerash Steiner Blanton, discusses the importance of and common misconceptions about estate and trust planning.
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    35 mins
  • Structuring Life Insurance for Tax-Free Loans During Life | Nathan Medin

    Structuring Life Insurance for Tax-Free Loans During Life | Nathan Medin
    Dec 28 2023
    Nathan Medin, Owner and Business Development Senior Partner at Universal Financial Consultants, breaks down the strategy for leveraging banks to build tax-free loans through life insurance policies.
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    34 mins