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142. Unlocking Travel with Residence by Investment feat. Dominic Volek
142. Unlocking Travel with Residence by Investment feat. Dominic Volek

Episode 142

Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, …

2 years, 7 months ago

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141. The Banks Are Not Okay | Top of Mind
141. The Banks Are Not Okay | Top of Mind

Episode 141

Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash.


Globest.com Articl…

2 years, 7 months ago

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140. Maximizing The Value of Your Business Before Selling
140. Maximizing The Value of Your Business Before Selling

Episode 140

If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equit…

2 years, 7 months ago

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139. Election Year: What Will the Fed Do? | Top of Mind
139. Election Year: What Will the Fed Do? | Top of Mind

Episode 139

Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and t…

2 years, 7 months ago

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138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes

Episode 138

Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth.


Discover The 5 Exclusive S…

2 years, 8 months ago

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137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
137. Niche Assets: Tax Receivable Agreements feat. Andy Lee

Episode 137

Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn wh…

2 years, 8 months ago

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136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

Episode 136

Josh Ziegelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategie…

2 years, 8 months ago

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135. Invest Like a Billionaire, Best of 2023 | A Recap Special
135. Invest Like a Billionaire, Best of 2023 | A Recap Special

Episode 135

Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights.


79. Roth Conversion Secrets…

2 years, 8 months ago

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134. Advanced Tax Saving Strategies feat. Keystone CPA
134. Advanced Tax Saving Strategies feat. Keystone CPA

Episode 134

Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, opti…

2 years, 9 months ago

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133. Overview of Real Estate & Economic Updates feat. John Chang
133. Overview of Real Estate & Economic Updates feat. John Chang

Episode 133

In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current…

2 years, 9 months ago

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