Thinking Like a Bank

Joe Camberato is the CEO and founder of National Business Capital – the leading FinTech marketplace, helping entrepreneurs access competitive financing fast through an easy-to-use online platform and an experienced team. Joe knows entrepreneurs because he is an entrepreneur. With a strong vision, determination, and passionate leadership, Joe grew his firm from a small operation in his spare bedroom to one of the top workplaces on Long Island – all without one dollar of private equity. 🔥 This episode talks about: ☑️ What drove Joe Camberato to start the National Business Capital? ☑️ Some challenges that entrepreneurs face, especially with accessing business loans  ☑️ What is non-bank private lending? How does it differ from traditional bank lending? ☑️ How do these lenders provide solutions for businesses that may not fit the criteria of traditional banks? ☑️ How does Joe's company address the unique needs of businesses across various industries?  ☑️ Why is it essential for business owners to diversify their investments. ☑️ The tax benefits associated with financing  ☑️ Diversification and financial planning as valuable strategies for mitigating risk  To connect with Joe Camberato, please visit: 👉Website:➡️https://www.nationalbusinesscapital.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/growbyjoe/ 👉YouTube: ➡️https://www.youtube.com/c/growbyjoe 👉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, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk.  Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself can help increase and improve your path to financial freedom. 🔥 This episode talks about: ☑️ The Bank On Yourself concept ☑️ How does Bank On Yourself work with passive investments? ☑️ The Income Snowball™ and Tardus Wealth Strategies ☑️ The advantages of using Bank On Yourself for passive income opportunities ☑️ Using a dividend-paying whole life insurance policy as an alternative line of credit ☑️ Indexed Universal Life (IUL) vs Dividend-paying whole life insurance  ☑️  Potential downsides of using IUL policies for The Income Snowball™  ☑️ Direct vs Non-Direct Recognition ☑️ The importance of non-direct recognition policies for loans ☑️ How does the growth and cost structure differ between the two? ☑️ Long-term benefits of using dividend-paying whole life insurance To connect with Mark Willis CFP®, 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.

Michael Scicluna is a seasoned financial executive and partner, CFO at High Country Finance. With extensive experience as a CFO in multiple organizations, Mike specializes in cash flow forecasting, accounting analysis, and providing high-level advice to startups and growing businesses. His expertise spans 25 industries, making him a trusted resource for strategic financial guidance. 🔥 This episode talks about: ☑️ What is a CFO? ☑️ The common misconceptions about the role of a CFO ☑️ The types of companies High Country Finance typically work with  ☑️ Why is there a constant need for new accountants? ☑️ Some quick tips for business owners to assess their balance sheets for errors. ☑️ Does High Country Finance handle all aspects of accounting, bookkeeping, and tax compliance? ☑️ Difference between financial planning for yourself and your business?  ☑️ What percentage of gross revenue should businesses allocate to outsourced CFO services? To connect with Michael Scicluna, please visit: 👉Website:➡️https://highcountryfinance.com/ 👉Linkedin: ➡️ https://www.linkedin.com/in/michael-scicluna/ 👉Facebook: ➡️https://www.facebook.com/elder.scicluna/ 👉Instagram: ➡️https://www.instagram.com/scicluna23/ 👉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

Devin Miller founded Miller IP Law to help startups and small businesses with patents, inventions, trademarks, brands, and copyrights. Devin founded his first startup while earning his law and MBA degrees. Since then, he launched several seven and eight figure startups. Devin enjoys every minute of helping startups and small businesses. 🔥 This episode talks about: ☑️ Devin's background as an attorney  ☑️ How to become an intellectual property (IP) attorney?  ☑️ Who needs an IP attorney?  ☑️ Why did Devin choose to specialize in serving startups and small businesses? ☑️ The costs associated with securing patents and trademarks?  ☑️ Why is it important to safeguard intellectual property? ☑️ What are the requirements for determining patent eligibility? ☑️ Why is it crucial for business owners to obtain patents, trademarks, and copyrights? ☑️ How can intellectual property become an asset you can own, license, sell, or leverage?  ☑️ In the event of intellectual property infringement, what options are available to the business owner? ☑️ The factors to be considered before selecting a law firm for patent or trademark applications? How to know how much you should spend on legal fees?  To connect with Devin Miller, please visit: 👉Website:➡️https://milleripl.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/millerip/ 👉Email: ➡️devin@lawwithmiller.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.

Frank Hanna is a Chartered Financial Consultant, private wealth advisor, and is a leading specialist in estate planning, business succession planning, and wealth management for a select group of individuals, executives, and privately held business owners. Frank spent over 15 years within the restaurant hospitality industry, operating several of his family's restaurants and bars in Delaware and Maryland. In 2007, he launched a financial consulting firm within his family business providing guidance in real estate development, tax management, and private investment.  🔥 This episode talks about: ☑️ Frank's background in the restaurant and hospitality industry. ☑️ Delaware Statutory Trust (DST) versus a traditional 1031 Exchange​. ☑️ The benefits of exchanging an investment property into a Delaware Statutory Trust​. ☑️ Diversification offered through a Delaware Statutory Trust . ☑️ Addressing 1031 Exchange challenges with DST ☑️ Navigating the 1031 Exchange process with REVX ☑️ The role of a Qualified Intermediary (QI) in a1031 Exchange To connect with Frank Hanna Jr. and to learn more about 1031 Exchange and  Delaware Statutory Trust (DST), please visit: 👉Website:➡️ https://www.revxwealth.com/ 👉Linkedin: ➡️ https://www.linkedin.com/in/frank-hanna-chfc%C2%AE-b5266729 👉Instagram: ➡️ https://www.instagram.com/revxwealth/ 👉Twitter: ➡️ https://twitter.com/frank_hanna?lang=en 👉 Facebook: ➡️ https://www.facebook.com/RevXWealth 📩 Email: frankhanna@revxwealth.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.

George Roberts before devoting himself to commercial real estate full-time, worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to the dashing world of entrepreneurship. George repurposed his analytical firepower to make housing, economics, macroeconomics, and finance fun and exciting as a data scientist of real estate on his YouTube channel. George is also a principal at Roberts Capital Enterprises, which sponsors value and multifamily opportunities in the Southeast and Midwest for qualified passive investors. In addition to his over 300 units as an active multifamily investor, he is also an avid passive investor. His passive investments include 547 multifamily units, as well as a series of car washes, early stage companies, and a drug rehab facility. When he is not running one of his active investments, you can find George hosting “The Foundery – Where Leaders are Forged Daily!”, a podcast devoted to the role that entrepreneurship, leadership, and mindset play in success in the commercial real estate space.  He also hosts the weekly “CRE Network at Noon Eastern” Zoom meetup for investors and other commercial real estate players every Wednesday at noon Eastern. 🔥 This episode talks about: ​☑️ George's background in data science and bioscience ☑️ Transition from single-family to multifamily RE  ☑️ George's initial real estate fund and syndicate deals. ☑️ The impact of interest rates on George's recent real estate projects. ☑️ Financing strategies for real estate investing ☑️ Selling vs Refinancing  ☑️ What is seller financing?  ☑️ The types of investors George typically collaborates with. ☑️ George's mentorship and partnership support. To connect with George Roberts, please visit: 👉Website:➡️http://www.horizonmultifamily.com/ 👉Website:➡️https://linktr.ee/george.roberts 👉Linkedin: ➡️https://www.linkedin.com/in/georgerobertsiii/ 👉Instagram: ➡️ https://www.instagram.com/mfinvestorgeorgeroberts/ 👉Facebook: ➡️https://www.facebook.com/george.roberts/ 👉YouTube:➡️ https://www.youtube.com/@georgerobertsiii 🎙️ Podcast: 🎧The Foundery – Where Leaders are Forged Daily! 👉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

Casey Silveria is a driven agriculture advocate. Growing up on a farm, he experienced rural America's opportunities and challenges. These uncertainties led him to a successful finance career at North America's largest French Fry producer. While there, Casey began his journey into farm-friendly real estate partnerships. Today, he combines these experiences to help farmers achieve their financial goals. One way he does this is by offering vetted off farm investment opportunities. Historically, only the top 1% had access to these investments. Casey can be considered a bridge between agriculture and commercial real estate, providing an uncommon path to help farmers achieve their financial goals. 🔥 This episode talks about: ☑️ Casey's background in corporate finance and agriculture. ☑️ Limited partner (LP) versus General Partner in real estate investing  ☑️ The importance of investment diversification ☑️ What is a capitalization rate (Cap Rate)?  ☑️ The impact of high-interest rates on cap rates ☑️ What will happen to outstanding bridge loans?  ☑️ Does it still make sense to invest in real estate?  ☑️ The importance of partnering with experienced operators.  ☑️ The benefits of diversifying investments for farmers and other rural investors ☑️ How might 2024 lead to a repricing of commercial real estate assets and opportunities for savvy investors? To connect with Casey Silveria and to learn more about real estate investing, please visit: 👉Website:➡️ https://farmerscapitalgroup.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/caseysilveria/ 👉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.

Greg Dickerson is a serial entrepreneur, real estate developer and mentor to high level investors and entrepreneurs. Starting from nothing he has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started, scaled and exited more than a dozen companies. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers around the world helping them start, grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.  Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today. Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.  🔥 This episode talks about: ☑️ Greg's background and his transition from the Navy to a serial entrepreneur. ☑️ Greg's diverse ventures and business scaling strategies ☑️ Greg's role as a mentor and business advisor ☑️ How Greg's mentorship transformed ordinary individuals into successful real estate investors  ☑️ How to be "Investable" and "Bankable" when scaling your real estate portfolio  ☑️ The importance of collaborating with industry experts  ☑️ Rising interest rate, will prices finally drop?  ☑️ Is buying a property with 0 financing a good idea?  ☑️ Investor strategies in a high-interest rate environment To connect with Greg Dickerson and to learn more about real estate investing and real estate development, please visit: 👉Website:➡️ https://www.dickersoninternational.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/agregdickerson/ 👉Instagram: ➡️ https://www.instagram.com/thegregdickerson/ 👉YouTube: ➡️ https://www.youtube.com/user/agregdickerson 👉Twitter: ➡️ https://twitter.com/agregdickerson 👉 Facebook: ➡️ https://www.facebook.com/thegregdickerson 👉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.

John Martinka is known for helping executives escape the corporate world by buying the right business the right way. Creating large exits for small businesses so the owner can exit their business with style, grace, and more money and accelerating businesses so they can escape their plateau, often growth by acquisition; dramatically increasing the value of the company. His books are the roadmap to help clients get the results they want, with Martinka Consulting’s guidance. 🔥This episode talks about: ☑️ John's background in entrepreneurship. ☑️ Marinka Consulting and what they specialize in  ☑️ How have interest rate changes affected business purchases?  ☑️ What is seller financing, and how does it work in the context of buying a business? ☑️ The tax advantages of seller financing (for the seller)  ☑️ How to turn your business into a retirement vehicle?  ☑️ What makes a business more valuable when selling?  ☑️ Customer concentration risk, what this is and how to mitigate it?  ☑️ How to prepare your business for sale? ☑️ What to consider when buying a business?  ☑️ John's book and what readers can learn from them. To connect with John Martinka and to learn more about buying or selling a business, please visit: 👉Website:➡️ https://www.martinkaconsulting.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/johnmartinka/ 👉YouTube: ➡️ https://www.youtube.com/c/JohnAMartinka 👉Contact Number ☎️ 425 533 4577   👉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.

Aubrey Janik is a content creator and car-sharing expert with over 300,000 subscribers on social media and a 25-car-sharing fleet.  Through social media and her course, the Car Sharing Masterclass, Aubrey has taught thousands of students how to increase their income by scaling a car-sharing fleet. 🔥 This episode talks about: ☑️ Aubrey's background in the automotive industry ☑️ How did Aubrey learn about Turo and what convinced her to use the platform?  ☑️ How to list a car on Turo and get it started.  ☑️ How reviews work and how to get reviews as a new host?  ☑️ In terms of revenue, what can you expect to earn?  ☑️ Maintenance challenges when renting your car to others?  ☑️ How to buy a car to post on Turo (finance, lease, cash or using your Bank On Yourself policy)?  ☑️ How passive is it to run a business on Turo?  ☑️ The Car Sharing Masterclass and what it includes  To connect with Aubrey Janik and to learn more about car sharing fleet, please visit: 👉Website:➡️https://www.thecarsharingmasterclass.com/ 👉Website:➡️https://aubreyjanik.teachable.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/aubrey-janik-0a902098/ 👉Instagram: ➡️https://www.instagram.com/aubrey.janik/ 👉YouTube: ➡️ https://www.youtube.com/@AubreyJanik  👉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.

Bob DePasquale has dedicated his life to teaching others about the virtues and health benefits of generosity, promoting the giving mindset, and making the world a better place. The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in 17 states. When Bob was given a cancer diagnosis and experienced the tragic events of 9/11 in New York City, he thought not only his life over but everyone else’s too. He went from feeling like an invincible 18-year-old to an unworthy victim of life.  Bob’s story is unique but his perspective resonates with anyone who wants to enjoy the work they do, give back to others, and make a positive impact in the world. 🔥 This episode talks about: ☑️ Bob's life-changing moment and how it changed his perspective on generosity. ☑️ What is radical generosity? ☑️ The importance of resilience in entrepreneurship. ☑️ The importance of having a clear vision when starting a business ☑️ The detrimental effects of technology when it comes to decision-making. ☑️ Bob's authored book "Personal Finance in a Public World” and his valuable experiences while writing the book. ☑️ The power of curiosity and how it fuels creativity ☑️ The importance of writing unique and valuable information. ☑️ Who is “Initiate Impact” and what is their mission?  To connect with Bob DePasquale, please visit: 👉Website:➡️https://www.bobdepasquale.com/ 👉Website:➡️https://initiateimpact.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/bobdepasquale/ 👉Twitter: ➡️ https://twitter.com/bdepa 👉Instagram: ➡️https://www.instagram.com/bdepa/ 👉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.

Scott Peckford is the Founder/Host of the I Love Mortgage Brokering Podcast and ILMB Network, CEO/Founder of BRX Mortgage Inc. As a performance-driven visionary and Canadian podcasting pioneer in the mortgage industry, Scott is passionate about supporting agent success. Since launching in July 2014, the ILMB podcast has taken the mortgage industry by storm, with more than 1 million downloads and celebrating the 500th episode airing July 2023. With over 17 years of experience as a Mortgage Broker. Scott brings his expertise to the table and hosts fellow top-producing mortgage brokers across the country to share and discuss their best tips, tricks, and stories with listeners. Scott has built and sold 3 different companies in the mortgage industry and has a passion for helping Brokers succeed. 🔥 This episode talks about: ☑️ Scott's prior profession before entering the mortgage industry ☑️ The expected increase in population and housing in Canada  ☑️ The challenges with new construction homes and interest rates  ☑️ Recent economic changes and how this will impact real estate in North America  ☑️ What is alternative lending and how does it work? ☑️ Pay more taxes or interest? Which can be more advantageous?  ☑️ The importance of testing your business, product, and concept with a target audience  ☑️ Strategies for validating a hypothesis before investing a large sum of money ☑️ Ideas for testing your business on a smaller scale to predict how a larger scale may react  ☑️ The significance of mentorship and coaching To connect with Scott Peckford, please visit: 👉Website:➡️http://www.ilovemortgagebrokering.com/ 👉Website:➡️http://www.ilmbproductions.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/scottpeckford/ 👉Instagram: ➡️ https://www.instagram.com/scottpeckford/ 👉Instagram: ➡️https://www.instagram.com/brxmortgage/ 👉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.

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022.  Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities.  His next book, “The Great Transition – the personalization of finance is here,” is slated for September, 30th 2022 and covers how the US has shaped worldwide financial innovations.  Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide.  Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York.  🔥 This episode talks about: ☑️ Who is Emmanuel Daniel?  ☑️ How is the banking industry changing for the future? ☑️ What is digitization in finance? ☑️ The Dodd-Frank Act and its impact on the banking system ☑️ Factors contributing to Silicon Valley Bank's downfall. ☑️ What is decentralized finance and how does it affect the banks around the U.S.? ☑️ How does Zelle/Quick Pay work?  ☑️ The systematic risks introduced by real-time payment systems? ☑️ The Federal Reserve's role in enabling instant banking transactions. ☑️ Emmanuel's mission on digital innovation and societal transformation. ☑️ The connection between personalization of finance and personalization of societies. To connect with Emmanuel Daniel, please visit: 👉Website:➡️https://www.emmanueldaniel.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/emmanuel-daniel-5764482/ 👉Facebook: ➡️https://www.facebook.com/emmanueldanielasianbanker 👉Twitter: ➡️https://twitter.com/EmmanuelDaniel 👉Instagram: ➡️https://www.instagram.com/edanielmoments/ 👉YouTube:➡️https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos 📢🎁Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/ 👉Book: 📚  "The Great Transition - Personalization of Finance Is Here"  👉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.

Have you heard of premium financing? If you've been researching the Bank on Yourself Concept as well as cash value whole life insurance, then you may have recently learned about premium financing. Premium financing is a complex subject that requires careful consideration and research. Check out this episode with Certified Financial Planner, Mark Willis of Lake Growth Financial Services, to learn more about premium financing and how it works. 🔥 This episode talks about: ☑️ ​What is premium financing and how does it work? ☑️ The repayment structure and interest rates typically involved  ☑️ The benefits and risks associated with premium financing? ☑️ How does collateral work in premium financing and what other assets are typically required as collateral? ☑️ The potential risks associated with using Index Universal Life (IUL) in premium financing  ☑️ What is the primary purpose of premium financing and how does it relate to estate planning? ☑️ How does premium financing compare to a non-direct recognition whole-life policy in terms of cash accumulation and risk? ☑️ The advantages of utilizing a non-direct recognition whole-life policy over premium financing in terms of risk management and long-term financial planning. To connect with Mark Willis, 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.

Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class.  Her track record in investment sales, landlord representation, corporate representation and tenant representation offers clients trusted experience with comprehensive strategies with pricing, market fluctuations and problem solving solutions that result in successfully close transactions. Aligning the real estate investment requirements of property owners and physician investors together with the corporate goals of the healthcare companies that occupy medical facilities has made Trisha a leader in the healthcare real estate brokerage community. Her performance and production achievements are recognized annually. Trisha lives in Scottsdale, Arizona with her wonderfully patient husband and two gracious children that support her drive to make an impact helping clinicians share their gift to heal others. 🔥 This episode talks about:  ☑️ Trisha's background in the commercial real estate industry ☑️ Key insights in managing a brokerage firm ☑️ The “Food Groups” of real estate investment ☑️ What is healthcare real estate, and how is it different from other types of asset classes?  ☑️ Important factors to consider when investing in healthcare real estate ☑️ Top considerations for healthcare professionals when searching for medical space ☑️ The key differences between investing in medical office assets versus retail assets ☑️ Underwriting process for these types of assets  ☑️ Has the Pandemic changed this type of asset class?  ☑️ Which geographic areas are more favorable for medical offices?  ☑️ The current interest rate environment and its effect on financing medical offices  To connect with Trisha Talbot  and learn more about investing in medical office, please visit:   👉Company Website:➡️https://docproperties.com/trisha-talbot/ 👉Linkedin: ➡️ https://www.linkedin.com/in/trishatalbot/ 👉Facebook:➡️ https://www.facebook.com/docproperties 👉Instagram:➡️ https://www.instagram.com/docproperties/ 👉Email: 📩 ttalbot@docproperties.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.

John Neral is a certified professional coach who helps mid career professionals prepare, position, and promote who they are and what they do so they can show up to find a job they love or love the job they have. John's professional walk included a 25 year career in education and a long standing corporate consultant for a Fortune 500 Giant, Cassio America Inc.  John is the author of Show Up, which explains six strategies to lead a more energetic and impactful career, and Your Mid Career GPS, which talks about four steps to figuring out what's next, and the host of the Mid Career GPS podcast. John is an avid game show enthusiast and professional bowler who won a title on the PBA regional tour and still actively competes. He lives outside of Washington, D. C. with his spouse. 🔥 This episode talks about:  ☑️ How did John's academic background lead to a significant career change? ☑️ The commonalities between a professional athlete and an entrepreneur. ☑️ The importance of being consistent as an entrepreneur  ☑️ What is the difference between additive and repetitive?  ☑️ The 4 F's to consider in your career search ☑️ John's authored books available on Amazon ☑️ What are stretch goals?   ☑️ How do stretch goals change your life? ☑️ When to pursue stretch goals?  To connect with John Neral and learn more about career development coaching, please visit:   👉Company Website:➡️https://johnneral.com 👉Linkedin: ➡️ https://www.linkedin.com/in/johnneral/ 👉Facebook:➡️ https://www.facebook.com/john.neral.5 👉Instagram:➡️ https://www.instagram.com/johnneralcoaching 👉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.

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John believes ordinary financial planning is failing too many Americans. After losing almost everything during the Great Recession, John became obsessed with finding safe, predictable ways to save and create wealth, protected from the chaos and corruption of the conventional financial system.  Founded in 2012, John is president of J-Ensley Financial, a fiduciary financial planning company, and Registered Investment Adviser.  John holds a Chartered Financial Consultant designation from the American College of Financial Services, passed the rigorous series 65, investment advisers law exam, and is one of an elite group of highly trained Bank On Yourself® Professionals.  🔥 This episode talks about: ☑️ Professional and financial challenges that served as a wake-up call and transformed John's perspective on personal finance.   ☑️ John's introduction to the Bank On Yourself concept.  ☑️ What is conventional financial planning? ☑️ John’s unconventional financial strategies and how they are different?  ☑️ How does the Bank on Yourself concept improve other investments?  ☑️ Examples of how Bank On Yourself is used in a financial planning setting  ☑️ How Bank On Yourself can help in an inflationary environment?  To connect with John Ensley and to learn more about Bank on Yourself Concept, please visit: 👉Website:➡️https://jensley.com/ 👉Website:➡️https://jumponwithjohn.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/johnensley/ 👉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.

Grace Lee is a  social media agency owner, strategist, content creator, and podcaster based in New York City. She started in the social media space as a personal style blogger in 2010 and shifted to working in social media in a corporate setting after college. In 2020, Grace started Gracefullee Made social media agency where they focus on storytelling through content creation, organic social growth, and brand strategy on various platforms.   Her passion lies in helping brands find their voice on social media platforms while enriching those communities to help meet business goals.  🔥 This episode talks about:  ☑️ ​​​Grace's extensive experience within the social media industry. ☑️ How blogging has changed over the last 10 years?  ☑️ Is it essential for every small business to have a presence on social media platforms? ☑️ Who is Gracefulleemade? What specific services do they specialize in? ☑️ The importance of social media engagement, and what strategies can be used to improve engagement? ☑️ Quick and actionable social media tips for small businesses to improve their online presence. ☑️ Why is the planning phase essential in the realm of social media management? ☑️ Factors to consider before hiring a social media agency. To connect with Grace Lee and to learn more about social media management, please visit: 👉Website:➡️https://www.gracefulleemade.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/grace-lee-403024127/ 👉Facebook: ➡️https://www.facebook.com/gracefulleemade 👉Instragram: ➡️https://www.instagram.com/bygracelee/ 👉YouTube: ➡️https://www.youtube.com/graceleeblogger 👉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.

​It's officially episode 100!!! Thanks for listening this far. We hope you're getting a lot of value out of this podcast. Please let me know if you'd like me to do an episode about a specific topic you are interested in. Also, if you'd like to share your story and expertise on our podcast, please send me an email at sarry@finassetprotection.com to learn more about becoming a guest on our podcast. I've been spending the last two weeks trying to think of a topic to talk about on the solo episode, and then it hit me. I should record an episode about Nelson Nash's book, Becoming Your Own Banker. Some of our clients haven't read the book, so I decided to do a book review episode where I can discuss some key points of Becoming Your Own Banker since it has a lot to do with the Bank on Yourself Concept, as well as growing wealth from a general financial planning perspective. 🔥 This episode talks about:  ☑️ Who is Nelson Nash? ☑️ How do you become your own banker?  ☑️ What is arbitrage and how does it work when you leverage your dividend-paying whole life insurance? ☑️ How do life insurance loans work?  ☑️ Life insurance loans vs. other types of loans?  ☑️ The advantages of borrowing against your dividend whole life insurance policy ☑️ How can you increase the cash value of your life insurance policy? ☑️ What are headwinds and tailwinds in business? ☑️ What is Fractional Reserve Banking? ☑️ How insurance companies manage a pool of capital?  ☑️ The Law of Large Numbers in the insurance industry and how this helps you mitigate risk  ☑️ What is paid-up insurance?  ☑️ What is a Modified Endowment Contract (MEC)? ☑️ The tax implications of a whole life insurance, if non-MEC ☑️ What is self-insurance?  ☑️ How long does it take to build up cash value in a dividend-paying whole-life policy?  ☑️ Can you take out life insurance on someone else? 👉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.

David Putz, the CEO of JKP Holdings LLC. In 2010, Dave Putz decided he was tired of dealing with the headaches of being a landlord. He had been involved in property rehabs and rentals since 2005, and five years later, chasing people down for rent, dealing with maintenance issues, and coughing up cash to cover expenses when properties were vacant just didn’t seem worth the return. Dave began his experience of looking for more passive income with distressed notes by working at a private equity fund. During his time at the fund, Dave analyzed large quantities of non-performing notes and consulted on which assets to purchase. In late 2012, he left the fund to start personally investing in notes nationwide and later formed his company, JKP Holdings. In 2016, Dave started a nationally-known webinar where he uses his relationships with other experts in the same space to speak on topics related to note investing. Dave has created and utilized many forms of automation to expedite repeat tasks to reduce errors and increase time efficiency, which he passionately shares with his community and on his website. In 2021, JKP Investment Community was created. The Community is a weekly mastermind of like minded investors who get together to assist each other in obtaining their 6 month and yearly investment goals. Together with his experience and strong relationships, Dave’s extensive knowledge in the space of Note investing has provided great success and profit to JKP Holdings and partners. 🔥 This episode talks about: ☑️ The differences between investing in real estate vs notes  ☑️ How can you invest in a note? ☑️ Examples of how mortgage notes work  ☑️ Lienlord vs. Landlord ☑️ Where to find notes for sale? ☑️ How much do you typically need to get started buying notes? ☑️ What types of notes should one buy if he/she is new to the industry?  ☑️ Non-Performing vs. Performing Notes ☑️ What to do after your first note?  ☑️ Expected ROI/IRR when investing in notes?  ☑️ Can anyone buy and sell mortgage notes without any restrictions? ☑️ The advantages of investing in notes and their tax implications? ☑️ Some of the drawbacks to note investing?  ☑️ What is a short sale in real estate? ☑️ The difference between a mortgage deed and a note?  ☑️ Who is JKP Holdings LLC and what services do they offer? To connect with David Putz and to learn more about note investing private equity fund, please visit: 👉Website:➡️http://jkpholdings.com/about-us 👉Linkedin: ➡️https://www.linkedin.com/in/daveputzjr/ 👉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.