223: Rick Allen & TJ Osterman: How To Create Cashflow With Mortgage Notes
My guests in this episode are Rick Allen and TJ Osterman from Paperstac. For over 10 years Rick Allen has been an active investor. As the Co-Founder and fund manager of Cloud Capital Management and the Co-Founder of Paperstac, he has conducted transactions with large A-list institutions. Rick has expert experience in investment strategies of…
222: Vinney Chopra: How To Build A Multi-Million Dollar MultiFamily Portfolio From Scratch
My guest in this episode is Vinney Chopra. Vinney came to the US from India with $7 in his pocket and sold encyclopedias and Bibles door-to-door as a student before graduating from George Washington University and becoming a mechanical engineer. As a multifamily syndication expert he has facilitated over 26 successful syndication deals and has…
221: John Carney: Why Real Estate Is A Team Sport
My guest today is John Carney. John is an active real estate investor and developer in the United States, Australia, and Indonesia. In 2010, John decided to start his own business after moving to Australia. John founded America Property Source to help Australians safely invest in US real estate. A published author and keynote speaker,…
220: Chris Blasi: How To Diversify Your Precious Metals Investments
My guest in this episode is Chris Blasi. Chris is a veteran of the financial and technology industries with over 30 years experience. His professional work in financial services includes roles with a major broker-dealer and boutique merchant banking firm. In conjunction with his investment banking and wealth management roles, Chris has extensive experience in…
219: Amy Wan: Democratizing Access To Legal Counsel & Capital
My guest in this episode is Amy Wan. Amy is Founder & CEO of Bootstrap Legal, which automates the drafting of legal paperwork for real estate private equity, syndication, and crowdfunding deals. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate debt crowdfunding platform. Amy is also the founder and…
218: Lee Lowell: How To Create Stock Market Cashflow Selling Options
My guest in this episode is Lee Lowell. Lee has been trading stock & commodity options for 26 years. He began his option trading career in 1991 on the floor of the New York Mercantile Exchange (NYMEX) in New York City in both the Crude Oil and Natural Gas options and futures pits as a local/market-maker for…
217: Colleen Arneil: How To Turn Your Passion into Passive Profit
My guest in this episode is Colleen Arneil. Colleen has her PhD in Psychology and spent years teaching at the university level. She is obsessed with helping entrepreneurs create and launch profitable online courses using simple, systematic methods rooted in human psychology (no douche factor needed). Her research and work have been featured in Harvard…
216: Amy Kirsch: How To Crowdfund Your Investments
My guest in this episode is Amy Kirsch. Amy has over 10 years of financial services experience. Amy worked in wealth management for Merrill Lynch, Dearborn Partners, and JP Morgan’s Private Bank before working as Head of Investor Relations for PeerRealty, a Chicago real estate crowdfunding platform. She currently holds her Series 7, 63 and…
215: Doug McCormick: How To Use Business Principles To Maximize Your Family’s Wealth
My guest in this episode is Doug McCormick. Doug has a lifetime of experiences that provide the foundation for the framework, principles and tools in Family Inc. As a professional investor, he has spent two decades creating value for institutional investors by partnering with families and entrepreneurs to build and grow their businesses to create…
