Investing

Evaluate investment opportunities through the lenses of cash flow, control, risk, and opportunity cost. Explore real estate, alternative investments, portfolio construction, and the principles that help investors make more intentional capital decisions.

Non-Food Franchising, with Jon Ostenson

By Rachel Marshall / April 10, 2023 / Comments Off on Non-Food Franchising, with Jon Ostenson

Are you looking for good investment opportunities to put your capital to work? Have you considered franchising as an opportunity for business ownership without starting a company from scratch?  Today, we’re talking with Jon Ostenson, a top 1% Franchise Consultant, former Inc. 500 Franchise President and Multi-Brand Franchisee, and author of “Non-Food Franchising.” So if…

How to Invest Like a Billionaire, with Richard Wilson

By Rachel Marshall / August 22, 2022 / Comments Off on How to Invest Like a Billionaire, with Richard Wilson

Want to get billionaire investing strategies and learn how to model the successful few? If you want to know how to invest like a billionaire, you’ll want to pay attention to our guest Richard Wilson. Today, we’re talking with Richard Wilson, CEO and Founder of the Family Office Club. Richard has helped create and formalize 100+…

Investing in Self-Storage, with Paul Moore

By Rachel Marshall / June 27, 2022 / Comments Off on Investing in Self-Storage, with Paul Moore

Why would a commercial real estate investor, author, and syndicator move away from apartments and become a self-storage investor? Paul Moore, real estate investor and author of Storing Up Profits, demonstrates how to capitalize on America’s obsession with stuff by investing in self-storage. So, if you want to find out what’s to love about self-storage,…

How to Protect Your Money Against Inflation

By Rachel Marshall / May 23, 2022 / Comments Off on How to Protect Your Money Against Inflation

Are you feeling the rise in prices and wondering what the long-term effects will be on your financial goals? When inflation eats away at the value of your dollars, how do you protect from inflation? What are your options for a level-headed approach to getting your money to do the most today and in the…

Private Lending for Real Estate, with Gary Boomershine

By Rachel Marshall / January 10, 2022 / Comments Off on Private Lending for Real Estate, with Gary Boomershine

Want to raise children with responsibility and teach them how to become contributors? Looking for ways to make your capital work harder? Today, we’re talking with Gary Boomershine, CEO of RealEstateInvestor.com about creating a family economy and private lending for real estate. If you’re an investor or business owner who wants to create the life…

Multifamily Real Estate Investing, with Kent Ritter

By Rachel Marshall / September 13, 2021 / Comments Off on Multifamily Real Estate Investing, with Kent Ritter

Would you like to make better investment decisions? Today, we’re talking with Kent Ritter, full-time real estate investor and operator of Hudson Investing about scaling and diversifying your real estate portfolio. So if you want to expand your investing perspective… tune in now! How Kent Ritter Got Started In 2010, Kent started as a partner…

Scale Your Real Estate Investing Business, with Gary Boomershine

By Rachel Marshall / August 16, 2021 / Comments Off on Scale Your Real Estate Investing Business, with Gary Boomershine

Want to scale your real estate investing business, and make more money? Today, we’re talking with Gary Boomershine, CEO of RealEstateInvestor.com, who has created software to grow your real estate business, services to scale your income, and coaching to help you achieve the freedom you deserve. If you’re an investor or business owner who wants…

Increase Income Through Alternative Investments, with Denis Shapiro

By Rachel Marshall / July 19, 2021 /

Are you frustrated with the volatility, fee structure, and abstract nature of most investments? Do you feel that you’ve outgrown the status quo investing strategy and want to play a bigger game with your investing? Have you heard of alternative investments, but don’t know where to get started? Do you need investments that are built…

5 Reasons Your Financial Plan is Failing

By Rachel Marshall / July 12, 2021 / Comments Off on 5 Reasons Your Financial Plan is Failing

Are you on track for financial freedom? If you don’t know the answer to this question, you’re not alone.  Most people think the answer is how much more they have left before the house is paid off, how much left on the student loans, the balance of their retirement fund, the stock market’s performance, the Federal…

Creating a Balanced Wealth Portfolio

By Rachel Marshall / June 28, 2021 / Comments Off on Creating a Balanced Wealth Portfolio

We like to ask our audience, what is your biggest challenge with building wealth, and we receive so many insightful questions. Today, we’re answering a question from Matt about how to create a balanced wealth portfolio.  So if you want to make sure you’re thinking through all the pieces of your financial plan and doing…

The Money Advantage

Ready to take control of your money?

Book a free strategy call and see how these strategies fit your family or business.

Book a Strategy Call →