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Mailbox Money Show
Bronson Hill
236 episodes
4 days ago
Are you looking for ways to grow your income without costing you more time? Many people think that to invest in real estate or other assets, you have to be involved on every level. In the Mailbox Money podcast, we explore new asset classes to invest in as well as tools that will make you a better passive investor. You won’t want to miss an episode because they’re packed full of life-changing wisdom from thought leaders. Hit subscribe and prepare to have your financial life changed! Bronson Hill is the host of the Mailbox Money podcast and the founder and CEO of Bronson Equity.
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Investing
Business
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All content for Mailbox Money Show is the property of Bronson Hill and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Are you looking for ways to grow your income without costing you more time? Many people think that to invest in real estate or other assets, you have to be involved on every level. In the Mailbox Money podcast, we explore new asset classes to invest in as well as tools that will make you a better passive investor. You won’t want to miss an episode because they’re packed full of life-changing wisdom from thought leaders. Hit subscribe and prepare to have your financial life changed! Bronson Hill is the host of the Mailbox Money podcast and the founder and CEO of Bronson Equity.
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Investing
Business
Episodes (20/236)
Mailbox Money Show
Bethany Laflam - The Power of Other People’s Everything

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


In this empowering episode of the Mailbox Money Show, host Bronson Hill dives deep with Bethany Laflam on scaling wealth without burnout. They explore the "Power of Other People's Everything" (OPE)—beyond just money, leveraging expertise, time, and networks for exponential growth. Bethany shares legal pitfalls in syndication, why operators must prioritize business over fundraising, and strategies for vetting partners amid market volatility. From handling investment losses with grace to diversification across assets like boutique hotels, they unpack mindset shifts for joy in entrepreneurship. Drawing from her book The Power of OPE, Bethany reveals how aligning with your "lane" (superpowers + passion + goal alignment) unlocks fulfillment. Perfect for real estate investors, fund managers, and high-income earners seeking passive income without the grind—discover how to build conscious capital and create a legacy of freedom.


Bethany Laflam is a 25-year securities attorney and founder of Catalyst Legal Partners, specializing in compliant syndication for real estate and alternative investments. A passionate entrepreneur, she's also the creator of the Conscious Capital Collective, a mastermind empowering high-achievers to scale through OPE (Other People's Everything). With a portfolio including boutique hotels, Bethany blends legal expertise with actionable mindset tools to help clients raise capital, avoid pitfalls, and thrive—without sacrificing joy or family.


0:41 - Bethany Laflam: Securities Attorney & Conscious Capital Collective

2:09 - 25-Year Legal Journey: Tech to Real Estate Syndication

2:54 - Catalyst Legal Partners: Business Protection Beyond Raises

3:50 - Operator Best Practices: Business First, Not Fundraising

5:25 - Handling Losses: Vet on Setback Management

5:45 - Passive Diligence: Diversify & Trust Gut on Red Flags

10:25 - OPE Defined: Other People's Everything vs. Just Money

11:50 - Your Lane: Superpower + Passion + Goals

14:29 - Mastermind Deals: Real-Time OPE Collaboration

16:00 - Who Not How: Leverage Expertise (Dan Sullivan)

17:16 - Top Habit: Invest in Coaches & Enjoy the Ride

19:03 - Gratitude: Reframe Miracles Amid Overachievement

20:41 - Boutique Hotels: Acquiring via Network Vision

24:28 - Words Create: Sharing Goals Unlocks Opportunities

25:23 - Collective Fit: Wealth Builders Seeking Joyful Scaling

26:56 - Scaling: Let Go with SOPs & Inspect Expectations


CONNECT WITH THE GUEST

Instagram: @bethany_laflam


#SyndicationLaw

#OtherPeoplesEverything

#RealEstateOperators

#PassiveInvesting

#WealthMindset

#BoutiqueHotels

#EntrepreneurialFulfillment

Show more...
4 days ago
29 minutes 54 seconds

Mailbox Money Show
Andy McMullen - Why Build to Rent Deals Crush It in Today’s Market

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Join Bronson Hill and co-host Nate Hambrick on the Mailbox Money Show for an eye-opening look at Build-to-Rent (BTR) communities with Andy McMullen, co-founder of Legacy Acquisitions. With decades navigating real estate—from LA office deals to 2010s multifamily pivots—Andy now scales BTR projects for instant cash flow, skipping traditional development delays.


Discover why BTR dominates today's market: merging single-family vibes with apartment perks in booming submarkets like Lafayette, LA, and Baldwin County, AL.


From passive lending to hands-on development, Andy's straightforward playbook—built on relationships and tight processes—delivers mailbox money today and legacy-scale tomorrow. Pivoting from scattered singles or oversupplied multis? This episode is your no-nonsense roadmap through volatility.


00:41 - Episode Intro

01:28 - BTR Niche: Pivot from Multifamily/Single-Family

02:04 - Andy's Background: Cycles to BTR Development

03:39 - BTR Trend: Clustered SFH Amenities

04:35 - Tax Benefits: Avoid Gains via Hold Strategy

04:53 - Cash Flow Model: 10-14% Lender Guarantees

06:20 - Lender Structure: Personal Guarantees, Judgments

07:54 - Blended Equity: Depreciation Post-Stabilization

09:16 - Financing: Horizontal to 6% Permanent Rates

10:06 - Submarkets: Secondary Growth Areas

12:02 - GC Management: Working Genius Assignment

13:39 - Incentives: Premiums Over Penalties

15:12 - On-Site Engagement: Relationships with Workers

15:44 - Community Officer: Referrals and Oversight

16:27 - Rate Lock-In: 60% Sub-4% Loans Stagnate Inventory

17:56 - Blended Classes: Loan + Backend Equity

20:21 - Creative Financing: Subject-To, Owner Carry

21:51 - Crisis Opportunity: Danger + Pivot

22:26 - Success or Seminar: Learn from Losses

23:23 - Disguised Growth: Pain + Reflection

24:06 - Arena Mindset: Control Process, Not Results

25:17 - Resilience: Firing as Growth Lesson

26:07 - JFK: Pray to Be Better, Not Easier

28:41 - Leverage Law: Choose Your Hard

30:44 - Energize Focus: Transformational Tasks

32:52 - Connect with Andy


CONNECT WITH THE GUEST

Website: https://legacyacquisitions.com/


#BuildToRent

#RealEstateNiches

#CashFlowInvesting

#InvestorResilience

#DevelopmentFinancing

#MindsetShift

#SecondaryMarkets

Show more...
1 week ago
35 minutes 49 seconds

Mailbox Money Show
Rod Khleif - The Tsunami in Senior Housing

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


In this episode of The Mailbox Money Show, Bronson Hill and Nate Hambrick sit down with real estate icon Rod Khleif to discuss mindset, reinvention, and one of the biggest investment opportunities of the next decade — senior housing.


Rod shares how losing over $50 million during the 2008 crash reshaped his approach to goals, decision-making, and gratitude. He breaks down the coming “silver tsunami,” why senior housing faces a massive supply shortage, and how returns compare to multifamily real estate. The conversation also explores AI disruption, career reinvention, and why owning responsibility is the fastest path to growth.


This episode is packed with insights for investors looking to stay ahead of major economic and demographic shifts.


🎙️ Guest: Rod Khleif — commercial real estate investor, educator, and host of one of the world’s largest commercial real estate podcasts.


0:42 - Processing $50M Loss: Tony Robbins Lessons

1:13 - Life's Meaning: Events Shape by Interpretation

1:37 - Own All Experiences: Freeing Post-Failure

2:09 - Reassociate with Goals: Ignite Burning Desire

2:28 - Think and Grow Rich: Hunger Drives Success

2:44 - Decisions: Burn Ships, No Retreat

3:06 - Bronson's Job Exit Decision Story

3:30 - 10x Goals: Transform Identity (Benjamin Hardy)

4:12 - CANI: Constant Never-Ending Improvement

5:10 - I Am Statements: Identity as Power Force

5:58 - Aspirational I Am: Uncover Limiting Beliefs

6:48 - Gratitude: Balance Aspiration & Contentment

7:54 - Morning Gratitude: Visualize & Thank as If Achieved

9:21 - Senior Housing: Surfing Silver Tsunami Wave

11:31 - Multifamily: Debt Wall Bargains at 2016 Prices

14:04 - AI Disruption: Reinvent or Perish (Elon Musk)

15:55 - Vehicles: RE, Buying Retiring Owners' Businesses

19:58 - Philanthropy Pivot: Ego to Giving Back Story

23:52 - Achievement vs. Fulfillment: Serve to Thrive

29:57 - Resources: rodslinks.com, Boot Camps & Books

31:18 - Debrief: Pivot, Gratitude, Opportunity Mindset


CONNECT WITH THE GUEST

Resources: https://rodkhleif.com/links/ or text "Links" to 72345

Instagram: @rod_khleif

LinkedIn: https://www.linkedin.com/in/rodkhleif/


#MindsetShift

#RealEstateInvesting

#SeniorHousing

#GratitudePractice

#10xGoals

#PhilanthropyImpact

#InvestorMindset

Show more...
2 weeks ago
33 minutes 43 seconds

Mailbox Money Show
Dwan Bent-Twyford - How to Own a Small Town in Iowa

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


In this episode of the Mailbox Money Show, Bronson and Nate sit down with legendary real estate investor Dwan Bent-Twyford to explore one of the most unconventional — and profitable — strategies in real estate: buying and revitalizing an entire small-town downtown.


Dwan shares the remarkable story of how she and her family began acquiring properties in Clinton, Iowa, eventually owning dozens of parcels and playing a key role in transforming the town’s downtown district. The conversation dives into opportunity zones, owner financing, grant money, small-town incentives, and why shrinking Midwest towns can still produce exceptional cash flow and long-term appreciation.


Dwan also reflects on her 35+ year real estate journey — from starting as a broke single mom to completing over 2,000 deals — and explains why focusing on people in distress (foreclosures, probate, divorces, burned-out landlords) has always been her core strategy, regardless of market conditions.


Dwan Bent-Twyford is a veteran real estate investor, author, educator, and podcast host with over three decades of experience and more than 2,000 completed deals. Known as the “Queen of Short Sales,” Dwan has built wealth through wholesaling, rehabbing, rentals, and creative financing, while mentoring thousands of investors nationwide. Today, she’s helping revive small-town America—one building at a time.


TIMESTAMPS

0:41 - Episode Intro

1:03 - Scaling to Bigger Deals

1:54 - Guest Intro: Dwan Bent-Twyford

3:07 - Rehabbing Clinton, Iowa Downtown

4:12 - Town's Decline and Rejuvenation Vision

4:44 - Opportunity Zones and Grants

7:01 - OZ Benefits: No Cap Gains After 10 Years

10:16 - Population Trends and Incentives

15:38 - Core Strategy: Target Distressed Public Records

21:03 - Early Struggles: Broke Single Mom Pivot

22:42 - First Equity Partnering Deal

24:23 - Wholesaling 1,000+ Properties with Partner

25:45 - Current Opportunities: Distressed Sellers

27:17 - 125-Property Portfolio Acquisition Story

29:30 - Connect with Dwan

31:03 - Debrief: Action Creates Opportunities


Connect with the Guest:

Website: http://dwanderful.com/

Instagram: @dwanderful

Facebook: https://www.facebook.com/Dwanderful/

LinkedIn: https://www.linkedin.com/company/the-investor's-edge-university/

Tiktok: @officialrealestateguru


#RealEstateInvesting

#SmallTownRevitalization

#OpportunityZones

#Wholesaling

#MultifamilyDeals

#FinancialFreedom

#InvestorStrategies

Show more...
3 weeks ago
33 minutes 52 seconds

Mailbox Money Show
Mikey Taylor Live Podcast Interview

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


In this episode of The Mailbox Money Show, Bronson Hill sits down with former professional skateboarder, entrepreneur, real estate investor, and current mayor pro tem of Thousand Oaks, California — Mikey Taylor. Recorded right in Mikey’s own office, this conversation goes far beyond skate culture and business.


Bronson and Mikey dive into the evolution of Mikey’s career: from turning street skateboarding into a global platform, to founding and selling the iconic craft brewery St. Archer to MillerCoors, to building a real estate investment company, and ultimately stepping into public service. Mikey opens up about identity, risk, and reinvention — and how facing the end of a dream forced him to build a future with intention.


If you’re interested in entrepreneurship, investing, personal growth, or simply hearing an honest conversation with someone who’s reinvented himself multiple times, this episode is a must-listen.


0:42 - Episode Intro

0:49 - Guest Intro: Mikey Taylor's Background

1:31 - Pro Skateboarding Career Start

2:10 - Planning Life After Skateboarding

2:56 - Pros/Cons of Pro Skateboarding

5:26 - Cons: Uncertainty and Injury Risk

6:10 - Transition from Skateboarding

6:21 - Discovering St. Archer Brewery Idea

7:20 - Pressure to Prove Stability

9:11 - Sale to Miller Coors

10:40 - California Lifestyle Lens

12:49 - Reflections on Charlie Kirk's Passing

14:14 - Jordan Peterson on True Belief

16:07 - Choice: Trapped or Free Expression

17:25 - Living Authentically Amid Backlash

21:32 - Future: Politics or Business?

23:40 - 2025 Multifamily Deals Outlook

24:00 - Challenges in Raising Equity

26:17 - Housing Crisis: Deregulation Solution

29:21 - California Apathy and Exodus

31:50 - Need for Political Balance

35:02 - Connect with Mikey Taylor


Connect with the Guest:

Instagram: @mikeytaylor

Facebook: https://www.facebook.com/RealMikeyTaylor/

Youtube: https://www.youtube.com/c/mikeytaylor

LinkedIn: https://www.linkedin.com/in/mikey-taylor-1607b3111/


#MultifamilyInvesting

#EntrepreneurJourney

#SkateboardingToBusiness

#AuthenticLiving

#RealEstateDeals

#CaliforniaHousing

#PersonalValues

Show more...
1 month ago
36 minutes 30 seconds

Mailbox Money Show
Gideon Spencer - Upgrade Your Investor Mindset

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Join Bronson and Nate on another episode of the Mailbox Money Show with Gideon Spencer, boutique hotel investor and host of The Hunt for Incredible. Gideon shares how mindset drives success, recounting his pivot to boutique hotels amid his wife's illness and family health crises. Learn the WAVES method (Why, Authenticity, Values, Exploration, Statement) for decision-making, uprooting self-limiting beliefs through journaling, and leveraging high-leverage rooms for growth.


Discover why boutique hotels offer superior returns in a saturated multifamily market, and how habit stacking amplifies personal development. Tune in!


0:48 - Guest Intro: Gideon Spencer

1:18 - Evaluating New Asset Classes

1:43 - Hearing Ideas 7 Times for Retention

2:35 - Value of Boutique Events and Rooms

3:09 - Targeted Networking Over Large Conferences

4:41 - Magic of Peer Masterminds

5:28 - Nate's Take: Life-Changing Room Insights

8:21 - Gideon's Personal Development Approach

8:43 - High-Leverage Questions for Growth

9:22 - Discovering Authentic Self Beyond Narratives

10:16 - Landmark Forum: Breaking Childhood Stories

11:19 - Overcoming Multiple Limiting Beliefs

17:08 - Habit Stacking for Multi-Benefit Growth

18:29 - Pivot to Boutique Hotels Amid Crisis

22:12 - Scaling to Commercial RE for Security

22:46 - Joining Hotel Owner Groups for Mindset

23:53 - Reality Shift: Hotels as Routine Investments

25:25 - Becoming the Person for Big Outcomes

25:44 - Journaling Process for Goal Clarity

28:11 - Hotel Investing vs. Apartments for Passives

30:46 - Connect with Gideon: Instagram and Podcast


Connect with the Guest:

Instagram: @gideonspencer_

Podcast: "The Hunt for Incredible"


#InvestorMindset

#BoutiqueHotels

#PersonalGrowth

#PassiveInvesting

#WAVESMethod

#LimitingBeliefs

#WealthBuilding


Show more...
1 month ago
33 minutes 40 seconds

Mailbox Money Show
Amanda Han and Matt MacFarland - Real Estate Tax Strategies

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


In this episode of the Mailbox Money Show, Bronson and Nate sit down with leading real estate tax strategists Amanda Han and Matt MacFarland to unpack the most effective tax strategies for real estate investors today.


Amanda is a CPA and real estate investor with a degree from UNLV, over two decades of tax planning experience, and national features in outlets like CNBC, Money Magazine, and Google Talks. Matt is a CPA with an accounting degree from UCLA and a Masters in Taxation from USC, specializing in tax strategies for real estate investors and high-net-worth clients for over 20 years.


Together, Amanda and Matt explain why taxes are the greatest lever for growing wealth, how proactive planning can dramatically reduce tax burdens, and why most investors miss the biggest deductions available to them. They break down how high-income earners can use real estate to offset taxes, why timing matters in tax planning, and the common misconceptions that hold investors back.


TIMESTAMPS

00:41 - Episode Overview

01:06 - Nate's Low Effective Tax Rate Story

01:39 - Tax Challenges for High-Net-Worth Investors

02:01 - CPAs vs. True Tax Strategists

02:24 - Guest Intro: Amanda Han and Matt MacFarland

03:29 - Guests' Background in Real Estate and Big Four

04:37 - Starting a Firm for Everyday Real Estate Investors

05:19 - Tax Rate Disparities: Self-Employed vs. Real Estate Investors

07:04 - Overcoming CPA Conservatism and Audit Fears

07:46 - Introducing Tax Strategy to New Clients

08:54 - Proactive Tax Planning Before Major Life Events

09:36 - Tax Avoidance vs. Evasion Explained

09:47 - Strategies for Business Exits and Big Gains

11:04 - Planning 2-3 Years Ahead for Large Exits

11:42 - Opportunity Zones: Deferral and Tax-Free Growth

13:30 - Navigating Tax Law Changes and Self-Education Resources

15:53 - Role of ChatGPT in Tax Planning

17:47 - Offsetting Gains from Development Projects

20:08 - New 100% Write-Off for Manufacturing Real Estate

21:40 - Unique Real Estate Niches for Tax Benefits

23:02 - Foundational Buy-Create-Refi-Depreciate Strategy

24:58 - Key Questions to Vet a Tax Strategist

26:48 - Lifetime Tax Losses for Physicians

28:57 - Real Estate Marriage Tax Loophole

29:52 - Short-Term Rental Loophole for W-2 Offset

30:54 - Closing and Contact Info

31:52 - Debrief: Value of Tax Strategists and Resistance Mindset


Connect with the Guest:

Website: https://www.keystonecpa.com/

Instagram (Amanda Han): @amanda_han_cpa

Youtube (Amanda Han): https://www.youtube.com/@amandahancpa


#TaxStrategy

#RealEstateInvesting

#WealthBuilding

#PassiveIncome

#OpportunityZones

#CPATips

#MailboxMoney

Show more...
1 month ago
34 minutes 38 seconds

Mailbox Money Show
Josh Conley - Passively Investing in Marinas

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


In this episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick dive into one of the most unique—and overlooked—real estate asset classes in the U.S.: marinas. With over 10,000 marinas nationwide and less than 5% consolidated by major operators, this niche offers remarkable opportunities for passive investors seeking strong cash flow, high occupancy, and compelling returns.


Joining the show is Josh Conley, COO of New Haven Marinas. Coming from a successful background in oil and gas, Josh now leads operations in a rapidly expanding marina portfolio backed by private equity partners. He grew up around marinas, understands the culture, and now helps investors access an asset class that behaves like “multifamily on the water”—with year-round demand, surprisingly low turnover, and impressive IRRs.


Josh shares what makes marina investing so attractive, how it compares to more traditional real estate categories, what risks operators must navigate, and why this sector is poised for significant consolidation and growth.


If you're curious about alternative real estate opportunities, want to understand the economics of marinas, or are looking for ways to diversify beyond multifamily and self-storage, this conversation opens the door to a whole new world of mailbox money.


TIMESTAMPS

00:42 – Season 4 kickoff of the Mailbox Money Show

01:16 – Buying insurance contracts as an investment

02:38 – Guest Intro: Josh Conley

03:36 – Leaving corporate after repeated layoffs

04:41 – How Josh entered the oil & gas world

05:54 – Transition from oil & gas to buying marinas

07:18 – Marinas as “multifamily on the water”

08:31 – U.S. marina fragmentation: only 5% consolidated

09:28 – Typical slip sizes, occupancy, and pricing

10:21 – Evictions and turnover dynamics in marinas

12:40 – Why marinas maintain near-100% occupancy

13:37 – Underpriced, mom-and-pop marina opportunities

16:59 – Typical marina deal structure and leverage

17:40 – Cap rates: marinas vs multifamily

18:44 – Target returns: 30%+ IRR

18:56 – Major risks: weather, flooding, drought

22:41 – Marina revenue mix: slips + ancillaries

24:36 – Private equity entering the marina space

27:39 – Comparing marinas to other niche asset classes

33:38 – How to connect with Josh and New Haven Marinas

35:03 – Why investors should learn the marina space now

36:50 – Final takeaways on high-cash-flow marinas


Connect with the Guest:

Website: newhavenmarinas.com


#MarinaInvesting

#AlternativeAssets

#CommercialRealEstate

#RealEstateInvesting

#CashFlowStrategies

#PassiveIncome

#MarinaOperations

Show more...
1 month ago
38 minutes 36 seconds

Mailbox Money Show
Denis Shapiro - Investing in Real Estate Niches

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson today for an episode with Denis Shapiro, author of The Alternative Investment Almanac and Managing Partner of SIH Capital Group. Denis dives into his evolution from government work to real estate syndication, spotlighting niches like LIHTC affordable housing and Jersey Shore boutique hotels. Explore market timing for 2025 acquisitions, contrarian strategies amid cooling multifamily sentiment, and offbeat personal plays like litigation finance—all geared toward passive investors chasing cash flow, appreciation, and tax perks.


Unpack why niches beat broad plays, how lower LTVs and refi-friendly loans create windfalls, and tips for vetting operators while balancing life stability.


TIMESTAMPS


0:41 — Guest Intro: Denis Shapiro

1:23 — From Government to Investing: Early Days & Syndication Pivot

3:46 — Progression: LP to JV to Operator

7:14 — Re-Engaging the Entrepreneur Bug in Real Estate

7:56 — What Makes a Great Operator: Stability, Time, & Team Structure

10:17 — Vetting Operators as a Passive Investor

11:03 — Shift to Affordable Housing & Hospitality

12:45 — LIHTC Properties: Low-Income Tax Credits Explained

14:28 — Niches Like Tax Abatements & Grants

15:39 — Riches in the Niches: Learning Curve in Affordable Housing

16:37 — Hospitality Opportunities: Jersey Shore Turnarounds

17:55 — Boutique Hotels: Location Over Room Count

19:02 — Seller-Financed Deals & Family Legacies

20:25 — Contrarian Investing: Greedy When Others Are Fearful

21:28 — 2025 Outlook: Lower Rates, Better Pipelines

23:48 — Loan Structures: 3-2-1 Prepayments & Refi Goldilocks

25:27 — Low LTVs: Margin of Safety for LPs

27:17 — Ideal Setup for Multifamily Windfalls

28:11 — Exciting Side Plays: Turnkey Multis & Litigation Finance

30:08 — Personal Investments: Sports Ownership & Marinas

32:07 — Where to Follow Denis


Book: "The Alternative Investment Almanac by Denis Shapiro"

Email: Denis@SIHCapitalGroup.com

Website: https://sihcapitalgroup.com/

X: https://x.com/sihcapital?lang=en

Instagram: https://www.instagram.com/sihcapitalgroup/?hl=en

Linkedin: https://www.linkedin.com/in/denisshapiro


#AlternativeInvesting

#AffordableHousing

#HospitalityRealEstate

#RealEstateSyndication

#LIHTC

#ContrarianInvesting

#PassiveIncome

Show more...
2 months ago
34 minutes 52 seconds

Mailbox Money Show
Brian Burke - The Senior Living Investment Thesis

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson today for an episode with Brian Burke, author of The Hands-Off Investor and founder of PraxCap. Brian shares his journey from house flipping to syndicating 10,000+ multifamily units, selling his portfolio in 2019-2020 to avoid market resets. Learn how he shifted to senior housing (assisted living, skilled nursing) amid demographic tailwinds, acquiring 19 properties for $150M in two years.


Discover key advice for passive investors: prioritize operators over deals, vet via track records and networks, and embrace work-life balance.


ANCHOR TIMESTAMPS

0:40 — Guest Intro: Brian Burke

1:22 — Work-Life Balance in Real Estate

2:02 — Seasons of Work & Travel

3:05 — Scaling & Exiting Multifamily

4:18 — Calling Market Cycles

5:18 — Lessons from 2008 Crisis

6:15 — “Sit on the Beach” Strategy

6:41 — Pivot to Senior Living

7:43 — Medium-Size Portfolio Acquisitions

8:32 — Buying vs. Building Economics

9:06 — Demand & Waitlists in Senior Care

9:57 — Cap Rates: Senior Living vs. Multifamily

10:48 — Demographic Tailwinds: Silver Tsunami

12:43 — Multifamily Headwinds vs. Senior Housing Tailwinds

13:48 — Biggest Mistake Passive Investors Make

19:35 — Market Evaluation Strategy

22:19 — Operator Quality = Deal Quality

23:01 — Work-Life & Long-Term Success Advice

25:28 — Where to Follow Brian

26:00 — Closing & Investor Learning Mindset


Connect with the Guest:

Website: https://praxcap.com/

The Hands-Off Investor (Book): http://biggerpockets.com/syndicationbook

Instagram: @investorbrianburke


Hashtags related to the episode:

#PassiveInvesting

#MultifamilySyndication

#SeniorHousing

#RealEstate

#HandsOffInvestor

#WorkLifeBalance

#WealthBuilding

Show more...
2 months ago
27 minutes 14 seconds

Mailbox Money Show
Tyler Vinson - Tokenization of Real Estate Is Happening Now

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson and Nate for another episode with Tyler Vinson, CEO of RETokens, a FINRA-licensed platform revolutionizing real estate through tokenization. Tyler explains how digitizing ownership unlocks liquidity for illiquid assets like syndications, enabling easy buying/selling via blockchain. Discover Rule 144 exemptions for secondary markets, Reg A+ Tier 2 for non-accredited access, and Q4 2025 launches reducing paperwork and enabling DeFi loans against tokens.


Learn how tokenization scales syndicators' brands, attracts thousands of investors, and cuts flipping costs—potentially boosting multiples without selling assets.


TIMESTAMPS


00:41 - Intro: Liquidity challenges in real estate

01:28 - Tyler Vinson: CEO of RETokens, FINRA-licensed broker-dealer

03:00 - Tokenization basics: Digitizing ownership for liquidity

04:38 - Benefits: Compliance efficiency, non-accredited access

06:47 - Regulatory exemptions: Reg D 506(c), Rule 144 (12-month lockup)

08:15 - Reg A+ Tier 2: Direct ATS listing, no lockup

10:00 - Q4 2025 launch: Secondary marketplace with order book trading

12:10 - Future: DeFi loans against tokens, AI for investor service

13:38 - Changes: Scalable branding, thousands of investors, less waste

16:19 - Challenges: Education, adoption curve, compliance

17:54 - Connect with Tyler: Free guide at retokens.com


Connect with the Guest:

Tokenization Guide: retokens.com

Youtube: @retokens

LinkedIn: https://www.linkedin.com/company/retokens/

LinkedIn (Tyler Vinson): https://www.linkedin.com/in/realestateinvestment/


#RealEstateTokenization

#PassiveInvesting

#Liquidity

#BlockchainRealEstate

#DeFiLoans

#Syndication

#WealthBuilding

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2 months ago
39 minutes 50 seconds

Mailbox Money Show
Ashley Wilson - Investing With Multifamily in Uncertain Times

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


In this episode, Bronson and Nate sit down with Ashley Wilson, CEO of Bar Down Investments and author of The Only Woman in the Room. Ashley shares her insights on today’s real estate market, why 2026 could be a turning point, and how she’s helping lead the next generation of women in investing. They also talk about teachability, long-term thinking, and the importance of aligning with ethical partners.


💡 About the Guest:

Ashley Wilson is a seasoned multifamily investor, operator, and developer who has managed over $150 million in transactions. She’s passionate about transparency, ethics, and empowering women in real estate leadership.


00:41 – Guest Introduction: Ashley Wilson

01:28 – Nate on leverage and how investors can use it beyond real estate

02:24 – Ashley Wilson joins: insights on the state of the multifamily market

03:00 – How rate hikes and delayed cap rate effects changed valuations

05:56 – The tight money environment and cautious optimism for 2026

07:00 – Positioning for recovery: why development may be the smart play

09:29 – Investor sentiment, capital calls, and re-educating investors

12:24 – Multifamily fundamentals vs. short-term flipping mindsets

13:45 – Ashley’s take on where returns are headed long term

14:40 – Tech, modular housing, and innovations shaping real estate

16:20 – Leveraging assets like books, speaking, and social media

19:00 – Authenticity, transparency, and investor communication

22:36 – The human side of partnerships and moral alignment

25:36 – Why curiosity and intellectual challenge matter in multifamily

28:39 – Empowering women in real estate and raising confident daughters

30:42 – The role of male allies and healthy conflict resolution

34:33 – Teaching accessibility, failure, and lifelong learning

38:21 – Ashley’s favorite reads, mentors, and people to follow

39:34 – How she continues to improve and lead with communication

42:08 – The decision to stop distributions early and protect investors

45:01 – Bronson and Nate’s takeaways



Connect with the Guest:

Website: https://www.badashinvestor.com/

Linktree: https://linktr.ee/BadAshInvestor

Instagram: https://www.instagram.com/BadAshInvestor/

Youtube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg


#WomenInBusiness

#MindsetShift

#MastermindMagic

#InfiniteGrowth

#WealthMindset

#FindYourPurpose

#CoachingJourney

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2 months ago
48 minutes 14 seconds

Mailbox Money Show
Wealth Forum Interview with J Scott

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson and Nate as they sit down with J Scott — serial entrepreneur, BiggerPockets podcast co-host, and author of five bestselling real estate books including The Book on Estimating Rehab Costs. J has sold over 500,000 copies of his books and brings decades of experience across single-family, multifamily, and development.


In this episode, J unpacks how curiosity, humility, and economic awareness shape successful investing. From learning construction by asking “dumb” questions to his current outlook on inflation, debt, and development, J shares timeless principles on how to stay adaptable and grounded — in both money and life.


TIMESTAMPS

00:41 - Intro

01:28 - Nate’s story: Learning from a $100K renovation mistake

02:24 - J’s engineer mindset and how he learned to estimate rehab costs

03:54 - The power of asking questions

06:26 - Bronson and Nate on teachability and humility in investing

07:19 - The 18 Laws of Leverage and learning from others

08:36 - J’s market outlook: inflation, cap rates, and rent growth

11:31 - How inflation affects underwriting and long-term real estate values

14:41 - Opportunities in development amid reduced housing supply

16:44 - Rethinking debt and leverage in today’s market

19:04 - Why it’s harder to raise capital now — and why that’s opportunity

20:07 - Psychology of investing: Why people avoid buying at the bottom

21:55 - Multifamily outlook: why now might be one of the best times to buy

23:24 - Beyond multifamily: asset classes J is (and isn’t) bullish on

26:02 - What J believes about money that others think is crazy

28:20 - “Money is like soap” — why patience builds real wealth

28:50 - What’s more important than money — responding to tragedy with purpose

31:51 - Refocusing on what truly matters in life and investing

33:45 - How to connect with J Scott

34:07 - Takeaways from Nate and Bronson


Connect with the Guest:

Website: JScott.com


#RealEstateInvesting

#MailboxMoneyShow

#WealthBuilding

#PassiveIncome

#EntrepreneurMindset

#InflationInvesting

#FinancialFreedom

#PersonalGrowth

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3 months ago
36 minutes 25 seconds

Mailbox Money Show
Wealth Forum Interview with Rodric Lenhart

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson and guest Rodric Lenhart, serial entrepreneur, author of The Million-Dollar Flip Flops, and founder of Send a Student Leader Abroad. Rodric shares his journey from hustling as a kid to exiting multiple businesses by 42, including real estate development and construction. Learn how to build an authentic life of purpose, overcome setbacks (losing his first million by 28), and leverage the WAVES method (Why, Authenticity, Values, Exploration, Statement) for decision-making.


Discover the power of serving others, betting on yourself, and creating a legacy through entrepreneurship and global impact.


TIMESTAMPS

00:42 - Intro: Rodric Lenhart, serial entrepreneur and author

01:28 - Rodric’s background: Lifelong hustler to real estate developer

01:58 - Early entrepreneurship: Collecting golf balls and starting businesses college

02:56 - 25 years in real estate: Development, construction, and exits

03:47 - "Retiring" at 42: Writing Million-Dollar Flip Flops on a Thailand beach

03:59 - Mindset shift: Giving back through Send a Student Leader Abroad

05:16 - Overcoming setbacks: Losing first million by 28, rebuilding by 30

07:00 - WAVES method: Why, Authenticity, Values, Exploration, Statement

09:51 - Serving others: How to serve without expecting returns

11:16 - Building teams: A-players vs. B-players in business

13:44 - Commitment: Betting on yourself and persistence

15:28 - Legacy: From personal wealth to global impact

16:48 - New book: The Magnet, Method, and Machine (September 23, 2025)

17:54 - Connect with Rodric: Coaching, books, and foundation


Connect with the Guest:

LinkedIn: https://www.linkedin.com/in/rodriclenhart/

Instagram: @rodriclenhart

Website: https://milliondollarflipflops.com/


#EntrepreneurMindset

#WealthBuilding

#PersonalGrowth

#BusinessExits

#LegacyGiving

#AuthenticLiving

#PassiveIncome

Show more...
3 months ago
31 minutes 35 seconds

Mailbox Money Show
Webinar - The Wealth Mindset for Success with Dr. Tom Burns and Christina Suter

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson in exploring how mindset shapes wealth-building for passive investors.


Christina Suter, real estate mentor and founder of Christina Sudtor Wealth Consulting, emphasizes mindset alongside high-net-worth investing strategies.


Dr. Tom Burns, founder of Rich Life Capital, transitioned from physician to investor, leveraging real estate and delegation for financial freedom.


Discover how to unlearn limiting beliefs like “rich people are greedy,” embrace stewardship, and use debt strategically in real estate to build wealth. Learn from failures, stay calm during market cycles, and commit to a life of abundance.


TIMESTAMPS

01:35 - Panel introductions: Christina Suter and Dr. Tom Burns

03:50 - Tom on unlearning the belief that working harder equals more wealth

05:33 - Christina on unlearning the wait for wealth to live freely

10:28 - Poll: Limiting beliefs

12:52 - Tom on staying calm with perspective and gratitude during market uncertainty

14:50 - Christina on managing cycles with stewardship and diversification

20:16 - Christina on avoiding fear-based or greed-driven financial advice

24:18 - Tom on escaping the time-for-money trap through compounding

33:08 - Christina on 2009 portfolio loss and rediscovering self-respect

36:40 - Tom on learning from naivety to improve due diligence

41:43 - Q&A: Rebuilding trust after a deal fails

47:08 - Christina on debt as a safer position in real estate

48:25 - Tom on building wealth in five years with education and mentorship

55:49 - Closing: How to connect with the panelists


Connect with the Guests:


Dr. Tom Burns:

Website: www.richdoctor.com

Email: hello@richdoctor.com


Christina Suter:

Email: christina@christinasuter.com

Free giveaway: www.christinasuter.com

Phone: 301-463-5942


#MindsetMatters

#WealthBuilding

#RealEstateInvesting

#PassiveIncome

#FinancialFreedom

#MoneyMindset

#InvestingStrategies

Show more...
3 months ago
59 minutes 30 seconds

Mailbox Money Show
Webinar - Contrarian Investing with Brien Lundin, Russell Gray, and David Morgan

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join host Bronson Hill in this webinar featuring experts sharing contrarian strategies for passive investors navigating economic shifts.


Brien Lundin, editor of Gold Newsletter and director of the New Orleans Investment Conference, offers insights into gold and silver markets.


David Morgan, author and founder of The Morgan Report, specializes in precious metals and rare earth elements.


Russell Gray, founder of Raising Capitalist Foundation and former host of The Real Estate Guys Radio, blends real estate and metals expertise.


Explore why gold is a safe haven amid tariff-driven market volatility, learn to allocate precious metals for liquidity and insurance, and discover contrarian opportunities in mining stocks, real estate, and essential assets.


TIMESTAMPS

00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)

01:35 - Panel introductions: Brien Lunden, David Morgan, Russell Gray

03:16 - David on contrarian investing: The lone wolf theory

10:45 - David on tariffs unsettling bond markets and driving gold demand

21:22 - Brian’s chart: Gold as a safe haven amid dollar and treasury shifts

24:39 - David on physical metals as a foundation before mining stocks

27:06 - Russ on using gold as collateral for liquidity, not selling

34:36 - David on rare earth elements and China’s supply dominance

43:32 - Russ on investing in essential assets like housing and energy

46:05 - Brian on speculative mining stocks with undervalued resources

50:17 - Brian on silver supply constraints for industrial use

57:30 - Closing: How to connect with panelists


Connect with the Guest:

Brien Lundin:

Website: https://goldnewsletter.com/

https://neworleansconference.com/

Linkedin: https://www.linkedin.com/in/brien-lundin-b37a4819/

X: : https://twitter.com/GoldNewsletter


Russell Gray:

Show: https://mainstreetcapitalist.com/

Linkedin: https://www.linkedin.com/in/russellwgray/

Email: follow@russellgray.com


David Morgan:

Website: https://silversunrise.tv/

Website: https://www.themorganreport.com/

Linkedin: https://www.linkedin.com/in/thedavidmorgan/

Facebook: https://www.facebook.com/TheMorganReport


#PreciousMetals

#GoldInvesting

#SilverInvesting

#ContrarianInvesting

#PassiveIncome

#RealEstate

#EconomicOutlook

Show more...
3 months ago
1 hour 46 seconds

Mailbox Money Show
Webinar - Cash Flow First Investment Expert Panel - Courtney Moeller, Denis Shapiro, Patrick Grimes, Sarah Sullivan

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson and the Cash Flow First Investment Expert Panel:


Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street, specializes in recession-resilient cash flow investments like private credit and litigation finance.


Courtney Moeller, founder of EMPR Investment Group, focuses on oil and gas, private lending, and business acquisitions, emphasizing diversification.


Denis Shapiro, author of The Alternative Investment Almanac and founder of SIH Capital Group, targets affordable housing and hospitality for stable cash flow.


Sarah Sullivan, founder of Sugo Capital, explores high-return opportunities like lending to e-commerce businesses while prioritizing investor goals.


Discover why cash flow is king for replacing income, explore alternative assets like oil and gas, affordable housing, private lending, and e-commerce, and learn to navigate risks in multifamily real estate.


TIMESTAMPS

00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)

01:26 - Why cash flow matters for financial freedom

02:36 - Poll: What’s your primary investment goal?

02:47 - Panel introductions: Patrick Grimes, Courtney Moeller, Denis Shapiro, Sarah Sullivan

04:03 - Why cash flow is key: Courtney on covering bills, Denis on the holy grail

06:14 - Patrick on recession-resilient cash flow and private credit

07:54 - Sarah on prioritizing appreciation over cash flow for tax benefits

09:25 - Poll: What’s your primary investment goal?

10:39 - Favorite assets

13:58 - Patrick on commercial real estate and litigation finance

15:59 - Sarah on lending to e-commerce businesses

19:08 - Poll: Most reliable cash flow asset

19:49 - Multifamily challenges: Courtney on institutionalization, Sarah on distressed buys

23:51 - Poll: Biggest concern about cash flow investing

24:04 - Patrick on multifamily struggles: interest rates, COVID, insurance costs

27:14 - Denis on affordable housing opportunities

30:16 - Contrarian investing: Buying out-of-favor assets

31:56 - Sarah on the guru effect oversaturating multifamily

36:46 - Poll: Cash flow focus

40:24 - Poll: Where to deploy $500k?

41:36 - Q&A: Cash calls in syndications

43:37 - Q&A: Alternatives to holding cash

49:04 - Courtney on building business credit for liquidity

56:37 - Closing | How to connect with the panelists


Connect with the Guests:

Courtney Moeller:

Website: courtneymoeller.com

LinkedIn: https://www.linkedin.com/in/csmoeller/

Oil & Gas Report: http://oilandgasreport.net/


Denis Shapiro:

Email: Denis@SIHCapitalGroup.com

Website: https://sihcapitalgroup.com/

X: https://x.com/sihcapital?lang=en

Instagram: https://www.instagram.com/sihcapitalgroup/?hl=en

Linkedin: https://www.linkedin.com/in/denisshapiro


Patrick Grimes:

Book: https://passiveinvestingmastery.com/book

Website: https://passiveinvestingmastery.com/

Linkedin: https://www.linkedin.com/in/patricksgrimes/

Email: Info@passiveinvestingmastery.com


Sarah Sullivan:

Website: https://theconfidentinvestorsummit.com/freedom-in-3-recurring-live/


#CashFlowInvesting

#PassiveIncome

#AlternativeInvestments

#RealEstate

#OilAndGas

#PrivateLending

#FinancialFreedom


Show more...
3 months ago
1 hour 1 minute 57 seconds

Mailbox Money Show
Webinar - 2025 Investing Opportunities - David Morgan, Tom Burns, Russell Gray

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join host Bronson Hill for the 2025 Investing Opportunities Webinar, featuring top experts sharing strategies for passive investors navigating Trump’s second term.


Russell Gray, co-founder of The Real Estate Guys and Main Street Capitalist, focuses on real estate, small businesses, and teaching kids capitalism through the Raising Capitalist Foundation.


David Morgan, founder of The Morgan Report and SilverSunrise.tv, is a leading voice on precious metals as a store of value and the spiritual side of money.


Tom Burns, founder of Carbon Capital and author of Rich Doctor, specializes in real estate development and cash-flowing investments.


Explore how Trump’s policies—tariffs, tax breaks, and deregulation—may impact real estate, precious metals, oil and gas, and small businesses. Learn strategies to hedge inflation with hard assets, leverage debt, and capitalize on distressed opportunities like commercial real estate and small business acquisitions.


TIMESTAMPS

00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)

01:19 - 2025 Investing Outlook: Trump’s policies, risks, and opportunities

02:20 - Panel introductions: Russell Gray, David Morgan, Tom Burns

04:10 - Trump’s impact: Tariffs, tax breaks, and economic policies

09:03 - Real estate outlook: Bonus depreciation and inflation

10:36 - Precious metals and inflation: David Morgan’s perspective

14:16 - Bronson’s intro: CEO of Bronson Equity, author of Fire Yourself

15:02 - Inflation strategies: Real estate, metals, and debt

20:58 - National debt and precious metals: David Morgan on saving in metals

23:43 - Poll: Precious metals investment (45% not invested, 30% heavily invested)

27:34 - Poll: Top investments for 2025 (real estate 41%, cash-flowing businesses 18%)

29:16 - Cash flow opportunities: Real estate, debt, and oil and gas

33:03 - David Morgan’s idea: Commercial real estate for private vaults

36:13 - Russell Gray on cash-flowing businesses and distressed debt

41:25 - Q&A: Oil and gas prices under Trump’s energy policy

47:31 - Q&A: Buying precious metals and borrowing against them

51:09 - Bronson’s deal: Nimbus e-commerce business (15% cash flow, 3.0x equity multiple)

52:03 - Closing thoughts


Connect with the Guests:


Tom Burns:

LinkedIn: https://www.linkedin.com/in/tom-burns-9744304/


David Morgan:

Website: https://silversunrise.tv/

Website: https://www.themorganreport.com/

Linkedin: https://www.linkedin.com/in/thedavidmorgan/

Facebook: https://www.facebook.com/TheMorganReport


Russell Gray:

Linkedin: https://www.linkedin.com/in/russellwgray/

Email: follow@russellgray.com


#PassiveInvesting

#InflationHedge

#PreciousMetals

#RealEstateInvesting

#CashFlow

#TrumpEconomy

#SmallBusiness

Show more...
4 months ago
59 minutes 10 seconds

Mailbox Money Show
Webinar - Tax Strategy Summit - Courtney Moeller, James Rainwater CPA, Mark J. Kohler

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join host Bronson Hill for the 2024 Tax Strategy Summit webinar, featuring an expert panel sharing actionable tax strategies for passive investors and entrepreneurs.


Courtney Moeller, a tax strategist at Diversified Investment Partners, specializes in oil and gas investments, offering 80-90% deductions against any income, even W2, with no real estate professional status required.


James Rainwater CPA, founder of Rainwater CPA, advises entrepreneurs on business structures and tax planning, emphasizing proactive strategies like tax loss harvesting and oil and gas investments.


Mark J. Kohler, CPA, attorney, and founder of Main Street Tax Pro, trains advisors nationwide and shares year-end tips like S-corp elections, family board meetings, and charitable remainder trusts for wealth preservation.


Discover how to leverage bonus depreciation (potentially returning to 100% under President-elect Trump), oil and gas deductions, family office strategies, and charitable trusts to minimize taxes. Learn why proactive tax planning—through quarterly advisor meetings—is key to building wealth.


TIMESTAMPS

01:16 - Panel introductions: Courtney Moeller, James Rainwater CPA, Mark J. Kohler

02:38 - Bonus depreciation: Will it return to 100% under Trump?

05:45 - Oil and gas: Courtney on 80-90% deductions against any income

07:00 - Year-end strategies: Mark on high earners’ tax-saving options

10:16 - Planning ahead: James on 2024 vs. 2025 tax strategies

11:56 - Alternative investments: Solar, farmland, and beyond

13:55 - Family office: Mark on tax-deductible board meetings

15:19 - Hiring kids: James on shifting income to lower tax brackets

17:35 - Courtney’s approach: Paying kids in crypto, charitable donations

19:29 - Roth IRAs: Mark on funding kids’ tax-free wealth

21:42 - When to hire a tax strategist: Mark and James on proactive planning

25:58 - Sourcing deals: Courtney, James, and Mark on finding tax-advantaged investments

30:58 - Mark’s 10 year-end tax tips: S-corps, HSAs, 401ks, and more

37:31 - Charitable trusts: James and Mark on CRUTs and multipliers

41:02 - Courtney’s advice: Find a CPA who invests and strategizes

46:39 - Q&A: Side businesses, short-term capital gains, LLCs

56:24 - Connect with the panelists

57:57 - Wealth Forum and 2025 Investing Outlook Summit details


Connect with the Guests:


James Rainwater:

Website: https://rainwatercpa.com/


Courtney Moeller:

Website: courtneymoeller.com

LinkedIn: https://www.linkedin.com/in/csmoeller/

Oil & Gas Report: http://oilandgasreport.net/


Mark J. Kohler:

Podcast: https://mainstreetbusinesspodcast.com/

Youtube: https://www.youtube.com/@MarkJKohler/featured

Website: https://markjkohler.com/


#TaxStrategy

#PassiveInvesting

#OilAndGas

#BonusDepreciation

#FamilyOffice

#WealthBuilding

#CharitableTrust

Show more...
4 months ago
59 minutes 24 seconds

Mailbox Money Show
Glenn Ambrose - From Rock Bottom to Riches

Get my new book: https://bronsonequity.com/fireyourself


Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation


Welcome to our latest episode!


Join Bronson and Nate for an episode with Glenn Ambrose, spiritual teacher, life coach, and host of Life, Lessons, and Laughter. Glenn shares his transformation from a 20-year struggle with alcoholism to sobriety, sparked by his son’s birth and a commitment to the 12-step program, leading to profound spiritual awakenings. Learn how mindset shifts—moving from fear and lack to abundance and commitment—drive personal and financial success. Glenn offers practical steps for overcoming procrastination, building habits through small actions, and trusting intuition over emotions for decision-making.


Discover why financial freedom deepens spiritual growth, enabling a new paradigm of responsible wealth.


TIMESTAMPS


00:42 - Intro: Glenn Ambrose, spiritual teacher and life coach

01:00 - Spirituality: Beyond money to purpose and abundance

03:10 - Glenn’s journey: From alcoholism to spiritual awakening

04:58 - Rock bottom: Emotional turning point with son’s birth

09:44 - Coaching change: Commitment as the key to a 180 shift

11:26 - Half measures yield zero results

17:00 - Baby steps: Breaking down goals to avoid overwhelm

19:53 - Building habits: Nate’s boundaries for change

21:36 - Bronson’s hack: Priming for mindset alignment

22:44 - Mindset: Shifting from fear and lack to abundance

28:56 - Trusting intuition vs. emotions in decisions

33:06 - Intuition vs. gut: Navigating investment choices

36:12 - Financial freedom: Deepening spiritual growth

39:05 - Connect with Glenn: Podcast, book, and coaching


Connect with the Guest:

Website: https://www.glennambrose.com/

Podcast: "Life, Lessons, & Laughter with Glenn Ambrose" on all platforms

Instagram: https://www.instagram.com/glennambrose/


#MindsetMatters

#SpiritualGrowth

#FinancialFreedom

#AbundanceMindset

#CommitmentToChange

#LifeLessons

#PassiveIncome

Show more...
4 months ago
44 minutes 4 seconds

Mailbox Money Show
Are you looking for ways to grow your income without costing you more time? Many people think that to invest in real estate or other assets, you have to be involved on every level. In the Mailbox Money podcast, we explore new asset classes to invest in as well as tools that will make you a better passive investor. You won’t want to miss an episode because they’re packed full of life-changing wisdom from thought leaders. Hit subscribe and prepare to have your financial life changed! Bronson Hill is the host of the Mailbox Money podcast and the founder and CEO of Bronson Equity.