Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur.  She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing.  Karen is the Leader and Advocate for the Compassionate Capitalist Movement.  She believes entrepreneurism is the greatest source for wealth creation.  “You don't have to be a successful entrepreneur to create generational wealth if you can learn how to invest in those companies that have the potential to be the next big thing”, according to Karen. Karen managed a traditional angel investor network in Atlanta, GA for many years until the JOBS Act of 2012 created an opportunity to disrupt the status quo for connecting entrepreneurs and investors.  Karen offers capital strategy, preparation, and investor relations services for entrepreneurs seeking financing based on the new regulations for crowd finance through her firm Kugarand Capital Holdings LLC.  Karen provides education and due diligence services to a new generation of private investors in her National Network of Angel Investors. This episode talks about: ​Karen's background in Corporate America and her introduction to Angel investing Do you need to be an accredited investor to become an angel investor? What is compassionate capitalism? What is Crowdfunding? Advantages of crowdfunding from the investor's standpoint? ​​Typical holding period when investing in crowdfunding investments vs. other assets What are some key factors to consider before investing in privately held businesses? What is a Reg A+ offering vs. ​R​ule 506(b) and other types of capital raising methods Is there a specific crowdfunding platform/website where you can find a list of companies that are raising capital? Which state has the most angel investors? Resources to learn more about raising capital and investing in private business To connect with Karen Rands and learn about being an angel investor, please visit: 👉Website:➡️http://kugarand.com/ 👉Websitehttp://insidesecretstoangelinvesting.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/karenrands/ 👉Facebook: ➡️https://www.facebook.com/TheKarenRands 👉Twitter: ➡️https://twitter.com/karen_rands 👉Instagram: ➡️https://www.instagram.com/compassionatecapitalist/ 👉Book: 📚  Inside Secrets to Angel Investing 👉 Podcast: ➡️The Compassion Capitalist Show 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.” Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow. Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income. This episode talks about: Focusing on different parts or phases of retirement The importance of working with an experienced financial advisor The impact COVID had on retirement and retirement planning What has changed in retirement planning between 2020 and 2022? Shifting your mindset to living more meaningfully in retirement vs your current relationship with money. What key factors should you consider when planning for retirement? The difference between tax filing and tax planning. Who is Carson Group and what do they specialize in? What is a family office? Are we seeing this more often in financial planning? A different perspective/rewirement on retirement Jamie’s current and new books he has authored. To connect with Jamie P. Hopkins and to know more about Carson Group,  please visit: 👉Website: ➡️Www.carsongroup.com 👉Linkedin:➡️https://www.linkedin.com/in/jamie-hopkins-esq-llm 👉Twitter:➡️https://twitter.com/RetirementRisks 👉Facebook:  ➡️https://www.facebook.com/CarsonGroup 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. This episode talks about: The importance of working with a certified Bank On Yourself ® Professional. What is a Bank On Yourself ® Professional? What does it take to become a Bank On Yourself ® Professional? What makes a dividend paying whole life policy “properly structured”? Cash value whole life insurance vs. indexed universal life Insurance? What are the disadvantages of Indexed universal life insurance? What is annual renewable term (ART) insurance and how does this impact the growth of your cash value? The benefits of a dividend-paying whole life insurance policy structured the Bank On Yourself ® way. Borrowing against your cash value and why this helps you retain your wealth What is Arbitrage? Learn to grow the same money in multiple places To connect with Mark Willis and learn more about becoming a Bank On Yourself Professionals, please visit: 👉Website:➡️https://lakegrowth.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth 👉Facebook: ➡️https://www.facebook.com/lakegrowth 👉Twitter: ➡️https://twitter.com/LakeGrowth 👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/ 👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ 👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/ 👉Book: 📚 Amazon: Mark Willis Book 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Matthew Shields is a self-taught entrepreneur, real estate investor, author, and podcast host. He has a great passion for business which led him to founding Virtus Technology, a digital transformation company, and Virtus Property Group, a multifamily investment company. He also co-founded Significant Lifestyle Communities, his 2nd multifamily investment/property management company. Matt is the host of The Secret Sauce Podcast. This episode talks about: Who is Virtus Technology and how do they help businesses with digitization? What does it mean to digitize a company? How do companies benefit from digitalization? Matt’s background in real estate investing and syndication. Differences between raising capital from accredited vs non-accredited investors The impact of a recession on the housing market. How does multifamily real estate react to inflation? Why is multifamily a great hedge against inflation? The advantages of investing in real estate (compared to other assets) . Leveraging real estate assets for other investments and businesses To connect with Matthew Shields, please visit: 👉Linkedin ➡️ https://www.linkedin.com/in/matthewshields/ 👉Twitter ➡️https://twitter.com/PassSecretSauce 👉Email 📧[email protected] 👉Podcast ➡️The Secret Sauce Podcast 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation

Today we have the Co-Founder and Chief Operating Officer of Waalaxy, Guillaume Portalier. He went from $0 to $6M ARR, from 0 to 10k clients worldwide, and from 4 to 30 people, in less than 3 years. Guillaume is passionate about growth & entrepreneurship. If you're interested in growing your business using LinkedIn, and or starting a tech company, Then you'll get a lot of value out of this episode. This episode talks about: Guillaume’s background in consulting and how this led him to start his own company The Waalaxy software and its key features ​How automation can allow outreach without exhaustion Who are Waalaxy’s primary users? Cold emails versus email marketing. The similarities and differences between Waalaxy and LinkedIn Premium. Can you actually run and grow a business without investors and shareholders? What are the common obstacles for a startup business and how to overcome them? Techniques for running a business on a low budget How to manage and run an international software service company? The advantage of having an in-house software developer instead of hiring a third-party provider. Waalaxy’s goals in the next 5 years Key components when starting an IT company To connect with Guillaume Portalier and learn more about prospecting and automation, please visit: 👉Linkedin: ➡️https://www.linkedin.com/in/guillaume-portalier-waalaxy/ 👉✨👌Get 2 months free when you sign up using this link ➡️ https://www.waalaxy.com/?o=tdhojgdapvaz 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

Ray Drew has dedicated his entire professional career to helping small business owners navigate through the intricacies of SBA borrowing. His job is to structure a customized loan solution that meets the unique needs of the business and guide the entrepreneur through the process. Ray’s current role is Managing Business Development Officer at Fund-Ex Solutions Group, one of 14 licensed non-bank SBA 7(a) lenders. He is the Host of The Art of SBA Lending Podcast and he just launched a YouTube Channel for entrepreneurs seeking credible information about SBA 7(a) loans called SBA Ray. This episode talks about: ​​The difference between bank and non-bank lenders What to consider before applying for an SBA loan? Difference between SBA 7a and 504 loans? Typical terms and requirements for SBA loans The maximum loan amount under 7(a) SBA loans? SBA 504 loans? Do SBA loans require a personal guarantee? What types of small businesses receive the most SBA funding? If you are buying a business, how much financing can you get? Common reasons for why SBA loans get denied. The increase in business acquisitions over the last 2 years and how SBA finance plays a role in acquisitions The average interest rate for SBA loans? Understanding how interest rates work with SBA financing. To connect with Ray Drew and learn more about SBA loans, please visit: 👉Website: ➡️https://www.artofsba.com/ 👉Linkedin:  ➡️https://www.linkedin.com/in/raydrew4589/ 👉Facebook:  ➡️https://www.facebook.com/artofsba 👉YouTube: ➡️ https://youtube.com/channel/UC7_6-lZHN4cXa0sF6Tu8AGQ 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Victor Pierantoni is a coach, lifelong martial artist, and philosophy enthusiast. His path as a coach was inspired from losing his mother when he was seven years old to cancer. This devastating experience taught him to cherish those he loves while training himself mentally and emotionally to be ready for the inevitable battles that life would throw his way. Victor specializes in helping creative business owners and high performance achievers  accomplish a lifetime of therapy in a day so they can shed the weight of unresourceful emotional conflicts, quickly and effortlessly. He guides them to cultivate unshakable inner peace so they can transform life as they know it and operate at their highest level of contribution. He began his coaching career working full time as the resource coach for one of the largest coaching organizations on the planet, Robin's Research International, or as most people know the brand -  Tony Robbins. After three years at Tony Robbins, Victor went off on his own under his own brand, Zen Stoic, a modern hybrid philosophy of timeless wisdom inspired from thousands of years of Zen Buddhism and Stoic philosophies that leverage modern techniques to help people live a liberated life. Today, he has worked with all sorts of interesting individuals, including CEOs, celebrities, magicians, Navy seals, actors, NASA engineers, SpaceX engineers, and has also conducted speaking engagements at private corporate training nationwide This episode talks about: The relationship between perception and projection Controlling emotions vs controlling your state of mind What does it mean to reframe your thoughts? What impact does this have on you and your business? Identifying what is included in your belief system Pivoting negative emotions to more purposeful and fulfilling emotions Ways to overcome negative thought patterns. Practical exercises for being more mindful of your thoughts. What is emotional debt and how do you free yourself from it? How to break free from limiting beliefs about money. Developing your subconscious mind to attract money. Hidden barriers you have embedded in your mind that may be the reason why you are not reaching your business/financial goals To connect with Victor Pierantoni, please visit: 👉Website: ➡️https://www.zenstoic.com/ 👉Linkedin:  ➡️https://www.linkedin.com/in/victor-pierantoni/ 👉Instagram:➡️https://www.instagram.com/victor.pierantoni/?hl=en 👉Facebook:  ➡️https://www.facebook.com/vic.pierantoni 👉Tiktok:  ➡️https://www.tiktok.com/@victor.liberatedlife 👉YouTube: ➡️ https://www.youtube.com/channel/UCFDWmhGAnvjBXcURkJP6Pdg 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Leisa Peterson is The Mindful Millionaire Maker. As a coach, author, business growth strategist, and founder of Wealth Clinic, she helps people elevate their financial consciousness by realizing their true value and becoming financially empowered This episode talks about: Leisa's background prior to coaching clients What does it mean to have a “scarcity mindset” and how does this affect your entrepreneurial journey? Key components when it comes to making financial decisions Where should business owners invest their profits? The difference between reinvesting in your business and investing in other businesses The importance of financial planning, especially with business owners Learning about yourself, money, and how you can create the life you truly want. The difference between a financial advisor and financial coach How Leisa could help you create this millionaire mindset and achieve your goals Learn more about Leisa’s book “TheMindful Millionaire​​” To connect with Leisa Peterson, please visit: 👉Website:➡️https://www.wealthclinic.com/speaking-media-leisa-peterson/ 👉Linkedin: ➡️https://www.linkedin.com/in/leisapeterson1/ 👉Facebook: ➡️https://www.facebook.com/leisa.peterson/ 👉Twitter: ➡️https://twitter.com/leislooski 👉Instagram: ➡️https://www.instagram.com/leisapeterson/ 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Carl Fischer graduated from Cornell University and is a third-generation real estate developer. Carl began his investing career in the 1970s  when he was employed as a rocket scientist  at Kennedy Space Center in Florida. Carl is one of the founders and principals in CAMA Self Directed IRA,  LLC (dba CamaPlan) founded in 2004. CamaPlan is a national company located in Ambler, PA.  Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He’s been able to increase his net worth using self-directed tools, such as self directed IRAs. This has led to tax free income as well as tax free profits from real estate deals and private placements.  In addition to his hands-on experience, he has spoken to many groups including real estate investors and brokers, CPAs, financial advisors, attorneys, and mortgage professionals about the power and possibilities of IRA, 401k, and qualified plan self-directed plans. He provides continuing education credits for both nationally and state-specific attorneys, accountants, realtors, and appraisers. This episode talks about: ​Carl’s journey to creating a Self-Directed IRA company Types of Alternative Investments that can be used inside of Self-Directed IRAs Can you use a self-directed IRA to invest passively in real estate? IRA loans? What is a  Nonrecourse loan? What is Unrelated business income taxes (UBIT)? What triggers UBIT? Interest rates on IRA loans? Can you leverage your self-directed IRA to loan money to others (also known as Private Money Lending)? How to avoid/mitigate some risks of using a SDIRA Can you reinvest your IRA in something else other than real estate? Can you convert your traditional IRA to a Roth IRA (without penalty)? How does CamaPlan work to help you create your own self-directed IRA? To connect with Carl Fischer, please visit: 👉Company Website:https://www.camaplan.com/ 👉Linkedin ➡️ https://www.linkedin.com/in/camaplan/ 👉Facebook ➡️https://www.facebook.com/camaplan 👉Instagram ➡️https://www.instagram.com/cama_plan/ 👉Twitter ➡️https://twitter.com/CamaPlan512 👉YouTube ➡️https://www.youtube.com/camaplan1 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

This episode talks about: ​​Recap on the Bank on Yourself Concept and what it is Two parts of a cash value whole life insurance policy Leveraging the cash value in a whole life policy for other investments and businesses. What are small business bonds? Who is SMBX? How are they helping small business owners raise capital and investors with earning passive income? Realizing the arbitrage between leveraging your whole policy and the income from passive investments What is non-direct recognition? How is it advantageous when earning passive income? What are some of the tax benefits in this situation? How taxes work when you receive principal and interest back from bonds?  The tax benefits of using whole life for passive investments Why SMBX may be more advantageous for small business owners than banks in terms of borrowing? What ​are​ some of the risk​s​ to look for when investing in small businesses? What about market volatility? How does it affect your policy? To connect with Sarry Ibrahim and to learn more about SMBX and Bank on Yourself Concept, please visit: 👉SMBX Company Website:➡️https://www.thesmbx.com/ 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.