All Episodes

Displaying 1 - 30 of 34 in total

How To Transition From Active To Passive Real Estate Investing w/ Vincent Balagia

When do you transition from managing your investments personally to having professionals do it?This is a question I’ve been asking myself lately. I earn 50% of my inco...

Top Metrics for Selecting Real Estate Funds: Insights from Andrew Campbell

Pretty much every fund manager I’ve spoken with not only manages their own fund, but also invests passively with other operators outside of their expertise. In this ey...

Capitalize on Crashes: The High-Net-Worth Guide to Buying Low and Selling High

“Buying low is never comfortable, it’s never pleasant, but this is what it feels like”Let's get real—you didn't accumulate significant wealth by playing it safe or bei...

How I earn 12%-15% annually, distributed monthly with private cannabis mortgage REITs

I currently earn $2,700+/mo on $300,000 (which is an ~11% annual return), distributed monthly, by investing in a private fund that provides mortgages to cannabis grow ...

Passive Income | 4 Funds To Look At As You Prep For Retirement From DLP Capital

Are you an investor scratching your head over which deal to pick to earn more monthly passive, burdened by analysis paralysis or untimely jumps on investment opportuni...

Evaluating Passive Income Investments: A Guide To Financial Freedom with Dave Zook

Do you think analyzing deals is difficult and confusing? Do you struggle with determining what a “good” deal even is? One of the first steps I take when evaluating a d...

How To Draft An Investment Thesis | Devin Elder's Advice for LP Investors

Do you see a lot of deals, but you’re not sure which one is right for you? You either jump on deals too early or you have the case of analysis paralysis. I used to hav...

Passive Income Investments: 5 Financial Advisor Insights On Picking The Best Fund

Are you aware of the types of risk involved in fund management?In this podcast episode of The Legacy Wealth Podcast, I interviewed w/ Brannon Fisher, Client Advisor @ ...

Brad Rymer's 3 Secrets To Earning Consistent Passive Income With Mobile Home Parks [Intro to Mobile Home Parks For Beginners In 2023]

New to the idea of investing in mobile home parks for monthly passive income? In this podcast episode of The Legacy Wealth Podcast, I interviewed Brad Rymer CFO @ Have...

How To Identify Great Operators | Insights From $3.2B Under Fund Administration w/ Lance Pederson

If you’re looking to deploy money to generate cashflow and you’re not 100% sure who you want to trust your money with, I highly recommend listening to this episode.  I...

Money In & Out In 6-12 Months Investing In Retail Centers & Modular Home Construction w/ David Lawver, CEO @ Turnkey Ventures

How do you know you’re not placing money with an investment firm that is doing deals primarily for the fees instead of focusing on the upside (where you benefit most!)...

How to Generate Passive Income for Accredited Investors [Hans Box's Blueprint for LP Investing]

Are you new to investing for passive income in private deals? Looking for a blueprint for success?In this podcast episode of The Legacy Wealth Podcast, I interviewed H...

How to evaluate Self-Storage investments in 2023. Insights from Kris Benson @ Reliant Self Storage

Thinking about investing in self-storage funds? Listen to this first!In this podcast episode of The Legacy Wealth Podcast, I interviewed Kris Benson @ Reliant Self Sto...

Investing in Section 8 Housing: A Stable Investment Option in Uncertain Times w/ Alicia Miller @ Whitestone & Co

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Investing in Land Development: Strategies for Cash Flow, Tax Benefits, and Equity Growth w/ Ray Mazzie @ Southern Waters Capital

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

What is DPI and why is it Important in Venture Capital? Insights from Ben Wiener @ Jumpspeed Ventures

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Why avoid larger operators & partner with smaller ones w/ Litan Yahav, CEO @ Vyzer

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Lessons learned from investing over $250M in capital w/ Tom Burns, Co-Founder of Presario Ventures

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Avoid floating floating rate debt and bridge loans with Wayne Barringer, CEO @ WBC In-House Advisors

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Growing your wealth through appreciation instead of cashflow w/ Dave Homyak, Owner of TheRockstarVAs.com

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Learning asset classes by investing in passive opportunities with Dan Nunney, Owner @ Golf Cart Garage

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Replacing W2 income w/ private investments w/ Ian Milligan-Pate, VP of Sales @ Zscaler

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

How to Achieve Financial Freedom through Private Investments with Kamil Maras, Owner @ B&B Siding Contractors

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

How to Overcome Investment Anxiety w/ Jay Bourgana, Founder of Foresight Partners

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Maximizing Your Investment Strategy: Insights from Pasha Esfandiary, CEO of Evoke Capital

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

When to Diversify Your Investments: Insights from Mike Ayala, COO of Four Peaks Capital Partners

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

What place does VC have in your portfolio w/ Seth Levine, Partner @ Foundry Group

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

How to evaluate deals to fit your lifestyle w/ Chad Corbett, Founder of Magnum Opus Project

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Why invest in workforce housing w/ Cody Littlewood, Principal @ Carbon Real Estate Investments

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Investing in hard money loans & full time operators w/ Matt Faircloth, Owner @ The DeRosa Group

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the...

Broadcast by