Truly Passive Income

Ready to stop managing headaches and keep more of your gains? In this episode, Michael O’Shea breaks down how seasoned investors pair 1031 exchanges with Delaware Statutory Trusts and then use a 721 roll-up to diversify, generate income, and add optional liquidity. He also exposes where DST fees hide and how data tools helped time the multifamily cycle. Press play to learn the smarter path from hands-on landlord to truly passive investor.Key takeaways to listen for[05:05] The two tax-code words that can change everything: “permanent exclusion”[10:14] The simple move that lets you “exchange out” of management but keep the income[14:56] How a 721 roll-up turns an illiquid asset into one with quarterly liquidity[16:17] The hidden DST fees most investors overlook and how Origin stripped them out[19:04] How machine learning helps predict rent growth with 95% accuracyResources mentioned in this episode[36:02] Traction by Gino Wickman | Kindle, Paperback, and Hardcover[37:00] The AI Edge by Jeb Blount and Anthony Iannarino | Kindle and Hardcover About Michael O’Shea, CFAMichael is the Director and Head of Private Wealth Solutions at Origin Investments, where he leads capital-raising initiatives, oversees sales strategy, and builds partnerships with Registered Investment Advisors to expand Origin’s investment platform. With more than 18 years of experience in real estate and capital markets, he has helped syndicate over $10 billion in commercial real estate investments, including $500 million in 1031 exchanges. Michael holds an MBA in Finance and Real Estate Investment from DePaul University, graduating summa cum laude, and is a CFA® charterholder. He lives in Elmhurst, Illinois, with his wife Lauren and their three children.Connect with MichaelWebsite: Origin Investments Email: moshea@origininvestments.com LinkedIn: Michael O'Shea, CFA Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

RV parks are turning into one of the smartest plays in real estate. In this episode, attorney-turned-operator John Cascarano shares how this niche delivers consistent cash flow, strong returns, and major tax advantages. He breaks down what really drives profit, from operations to depreciation. Listen now to see why investors are jumping into RV parks before the big players move in.Key takeaways to listen for[03:09] How John Cascarano went from law to leading a nationwide RV park portfolio[06:02] Why RV parks attract retirees, workers, and full-time travelers alike[10:20] The two demand curves that keep revenue steady year-round[16:11] Why good WiFi and clean bathrooms can make or break profits[22:21] The hidden risks that make building new RV parks so tough[34:08] How investors get paid through refis and long-term equity growthResources mentioned in this episodeThe Road Less Stupid by Keith J. Cunningham | Kindle and HardcoverAbout John CascaranoJohn is an attorney, entrepreneur, and founder of Blue Metric Group, a firm that acquires and optimizes RV parks across the United States. Before entering real estate, John practiced commercial real estate law at an AmLaw 100 firm and later founded and led several successful companies as both CEO and counsel. A graduate of Duke University with a JD from the University of Michigan Law School, he brings a sharp legal and business perspective to every deal. John is a member of the State Bars of Tennessee and Georgia and is passionate about building scalable, community-driven investments in the outdoor hospitality space.Connect with JohnWebsite: Blue Metric Group LinkedIn: John CascaranoEmail: john@bluemetricgroup.com | support@bluemetricgroup.comFollow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

What if the secret to building wealth was hidden in the tax code? In this episode, we’ll reveal how the “Big, Beautiful Bill” unlocks powerful new incentives for investors. From home upgrades to commercial energy credits and bonus depreciation, these updates could change how you grow your wealth. Listen now to learn how to turn tax rules into real returns.Key takeaways to listen for[01:16] What the “Big, Beautiful Bill” really means for investors [06:19] Why energy-efficient home upgrades are a hidden opportunity [10:55] How to capture massive commercial property deductions [16:01] Why bonus depreciation changes deal math overnight [20:15] What every investor should do next Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

What if your next tax bill could become your next investment? In this episode, Attorney and OZ expert Ashley Tison explains how Qualified Opportunity Zones turn capital gains into long-term, tax-free wealth. Learn the key deadlines and strategies that set smart investors apart. Tune in to see how this little-known tax tool could reshape your wealth strategy.Key takeaways to listen for[05:31]What a Qualified Opportunity Zone really is and why Congress created it [05:31]The three major OZ benefits every investor should know[08:16]How Qualified Opportunity Zones solve failed 1031 exchanges [24:42]The critical 180-day rule and how to avoid costly mistakes[28:25]Why the smartest investors are ditching IRR for long-term playsResources mentioned in this episode[37:00] Novogradac 2025 Opportunity Zones Summit [37:00] Join Ashley Tison at the Novogradac Opportunity Zones Conference on December 4 in Las Vegas, where he’ll speak on audit strategies and the OZ 1.0 to 2.0 transition. Listeners of Truly Passive Income can get 10% off with code OZPROS10% at checkout. Visit ozpros.com/podcast to learn more and claim your free month in the OZ Pros Mastermind.About Ashley TisonAshley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars.Connect with AshleyWebsite: OZProsEmail: Ashley@ozpros.com Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

What if one accident could erase everything you’ve worked for? In this episode, Dr. Jeff Anzalone reveals how a career-ending injury became the catalyst for lasting financial freedom. He shares the mindset shift that turned fear into opportunity and built true passive income. Listen now to discover how one life-changing moment can redefine your path to wealth and independence.Key takeaways to listen forWhy an injury can expose the risk of relying on a single active income streamThe key mindset shift between being debt-free and being financially freeHow Dr. Jeff lost $50,000 on a crowdfunding deal and what he learned from itWhy the operator matters more than the projected returnsHow setting clear goals helps you choose the right operator, asset class, and dealResources mentioned in this episodeWho Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and PaperbackFinancial Peace by Dave Ramsey | Hardcover and PaperbackRich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Kindle and PaperbackThe Hands-Off Investor by Brian Burke | Kindle and PaperbackAbout Dr Jeff AnzaloneDr. Jeff is a Louisiana-based periodontist, real estate investor, and founder of DebtFreeDoctor.com, a financial education platform for doctors and high-income professionals. After a skiing accident nearly ended his clinical career, Jeff realized that being debt-free is not the same as being financially free. Determined to protect his family’s future, he began building multiple streams of passive income through real estate syndications and other cash-flowing assets. Today, he helps medical and dental professionals replace active income, reduce tax burdens, and achieve financial independence so they can stop trading time for money and start living life on their own terms.Connect with Dr. JeffWebsite: Debt-Free Doctor YouTube: Debt Free Doctor Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

How does a neurosurgeon become a billion-dollar syndicator? In this episode, Dr. Buck Joffrey shares his journey from the operating room to building a multi-billion real estate portfolio. Tune in as he breaks down why he treats investments like a business, the power of cost segregation and bonus depreciation, infinite banking strategies, and his macro outlook on interest rates, inflation, and the dollar. Key takeaways to listen forA way to build medical practices like businessesHow to evaluate value-add multifamily and create defensible NOI growthWhy bonus depreciation often beats 1031 exchanges for tax savingsEverything you need to know about infinite bankingWhat is meant by macro outlook, and why now is the time to buy assetsResources mentioned in this episode7 Secrets of Eternal Wealth by Buck Joffrey MD | Kindle and PaperbackRich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Hardcover and PaperbackExplore Wealth Formula Banking and learn infinite banking strategies to grow and protect your wealth. Check out the Wealth Formula Podcast and investor resources at https://www.wealthformula.com/.About Dr. Buck JoffreyMatthew D. Sanchez is the Broker/Owner of MarketPlace Realty, LLC in Denver, Colorado, with over 30 years of real estate experience. Since founding the firm in 1992, he has led it to become a trusted name in residential, commercial, and land transactions across the Denver metro area. Known for his market expertise and client-first approach, Sanchez has built a reputation for integrity and consistent results. Beyond real estate, he’s actively involved in community development, reflecting his commitment to both professional excellence and local impact.Connect with Dr. BuckWebsite: Wealth FormulaPodcast: Wealth Formula Podcast | Apple Podcasts and Spotify   Longevity Roadmap Podcast | Apple Podcasts and SpotifyFacebook: Wealth Formula X: @BuckJoffrey LinkedIn: Buck Joffrey, MDYouTube: Wealth Formula  Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram:a...

Internal medicine physician and negotiation coach Dr. Gloria Esoimeme shares how she bought her first home, slashed her taxes, and, after relocating, built a new playbook focused on U.S. long-term rentals and active investments in Dubai. You’ll hear how she evaluates worst-case scenarios, what most doctors miss about physician mortgages, and the on-the-ground realities of buying “off-plan” in the UAE, so better tune in!Key takeaways to listen for[10:32] The best window to use a physician mortgage [15:32] Short-term rentals for depreciation, not cash flow[23:04] Why STR hours differ from 750-hour REPS[26:04] U.S. long-term rentals + active deals in Dubai without a W-2[29:42] Dubai basics that investors should know and rememberResources mentioned in this episode[41:13] How to Win Friends and Influence People by Dale Carnegie | Paperback, Hardcover, and Kindle[41:13] YouVersion Bible App  About Dr. Gloria EsoimemeDr. Gloria Esoimeme is a physician and researcher with expertise in clinical medicine and public health. She has contributed to peer-reviewed publications and is passionate about advancing healthcare access, quality, and education. With a strong commitment to community health initiatives, Dr. Esoimeme focuses on bridging the gap between research and practice to improve patient outcomes and empower future healthcare leaders.Connect with Dr. GloriaPodcast: Negotiation Secrets With Dr Gloria Esoimeme | Apple PodcastsFacebook: ​​DrGloria Esoimeme Instagram: @gloriaesoimeme LinkedIn: Dr Gloria Esoimeme Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

Tad Fallows lays out how sophisticated LPs actually build resilience. Start with human networks, target low-correlation, equity-like returns, and never forget the unsexy stuff. Dial in as we cover private-market due diligence, when a wealth manager does (and doesn’t) add value, raising grounded kids around wealth, and how to apply the “holy grail” of diversification without turning your portfolio into a museum of asset classes.Key takeaways to listen for[10:42] The most overlooked risk tool for affluent families [18:43] Low correlation to public markets with equity-like returns[23:59] Why you should diversify by operating exposure[27:22] Wealth manager vs. DIY: similarities and the edge[34:17] How to raise grounded kids with wealthResources mentioned in this episode[50:08] Raised Healthy, Wealthy & Wise by Coventry Edwards-Pitt | Kindle and Paperback[50:08] Albion’s Seed by David Hackett Fischer | Kindle, Paperback, and Hardcover[16:32] Apply to Long Angle, the trusted community for navigating wealth. Access member research, benchmarking reports, and curated investment opportunities while connecting with high-net-worth peers for authentic insights and relationships. Start your application at longangle.com.About Tad FallowsTad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad’s background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families.Connect with TadWebsite: Long Angle LinkedIn: Tad Fallows | Long Angle Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

Former nurse leader Savannah Arroyo reveals how she jumped from running orthopedic practices to running multimillion-dollar real estate syndications, while raising two kids. Hear how COVID lit the fuse, why she structures 506(b) deals to include non-accredited nurses, the conservative playbook behind multiple full-cycle wins, and her assisted-living thesis that fuses clinical insight with cash-flowing operations. So, better tune in now!Key takeaways to listen for[03:47] The moment Savannah pivoted from hospital leadership to building multiple income streams[06:35] Why she launched Net Worth Nurse during COVID to fix the financial literacy gap in healthcare[15:46] Why Savannah raises are 506(b) so unaccredited nurses can participate[28:40] A full-cycle case study: 24-unit Oregon turnaround[33:12] Fixed-debt rule that protected LPs when rates spikedResources mentioned in this episode[18:55] Passive Profits by Savannah Arroyo | Kindle and Paperback [41:49] Think and Grow Rich by Napoleon Hill | Kindle, Paperback, and Hardcover[41:49] Flow by Mihaly Csikszentmihalyi| PaperbackAbout Savannah ArroyoSavannah Arroyo, known as the Networth Nurse, is a former healthcare administrator turned real estate investor and the founder of Willow Investment Group. She built a multimillion-dollar real estate portfolio while working full-time and raising two young children, proving that financial freedom is possible without quitting your job. Savannah specializes in syndications and has led investments in multifamily and assisted living assets across multiple markets. Through Networth Nurse, she empowers medical professionals and busy working parents to grow generational wealth through passive investing, education, and mindset transformation.Connect with SavannahWebsite: Networth Nurse | Willow Investment Group Instagram: @networthnurseLinkedIn: Savannah Arroyo, MSN, RN YouTube: Networth Nurse Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter:...

Tech founder turned LP, Pascal Wagner, breaks down a no-nonsense framework for evaluating sponsors, reading loan tapes, and building an LP pipeline that actually compounds. From “business-casual” relationship building on LinkedIn to why transparency beats glossy decks, he shows physicians and busy pros how to underwrite people first, structure cash reserves, and avoid shiny-object mistakes. So, better tune in!Key takeaways to listen for[05:40] Why relationships beat ads for sourcing deals [13:40] The transparency test that reveals red flags instantly[20:55] How to skim a loan tape to spot risk fast[33:19] Must-have diligence docs every operator should share[44:18] Portfolio guardrails to cap per-deal exposure Resources mentioned in this episode[03:30] Techstars [05:40] Gobundance  [24:10] DLP Capital [46:52] The Hands-Off Investor by Brian Burke | Paperback and Kindle[48:15] Get Pascal’s Passive Investing Starter Kit, a free LP toolkit at growyourcashflow.io. Designed for high-income professionals, it shows you how to turn a volatile stock portfolio into predictable cash flow with the right education, systems, and investments. Start building six figures in passive income today!About Pascal WagnerPascal Wagner is a Techstars-backed entrepreneur, a limited partner in real estate, and the founder of Grow Your Cash Flow. He created the Passive Investing Starter Kit to help busy professionals confidently evaluate syndication deals and sponsors, analyze debt structures, and build a consistent pipeline of passive investments. Pascal hosts the Best Ever Passive Income Playbook, where he interviews top LPs and GPs to uncover strategies for building long-term wealth. With a background in tech startups and a data-driven approach to investing, he empowers others to achieve financial freedom without sacrificing their time.Connect with PascalWebsite: Grow Your Cashflow Podcast: The Passive Income Playbook | Apple Podcasts and SpotifyInstagram: @pascalwagner LinkedIn: Pascal Wagner YouTube: The Grow Your Cashflow Podcast Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok:

Complex rarely wins. Dr. Robert Doroghazi breaks down he simple rules he swears by, the savings target most doctors miss, why boring often beats stock picking, and the relationship move that multiplies wealth. Hear the traps smart people still fall into and how to sidestep them effectively.Key takeaways to listen for[07:40] The three money traps doctors fall into[15:18] Why you must invest only in what you truly understand[20:14] How to control the controllables: fees and taxes[29:04] What his Physician Investor Newsletter actually teaches[32:20] Proof from The Millionaire Next Door on frugalityResources mentioned in this episode[04:01] The Physician’s Guide to Investing by Robert M. Doroghazi | Paperback and Hardcover[32:20] The Millionaire Next Door by Thomas J. Stanley and William D. Danko | Kindle, Paperback, and Hardcover[33:32] The Richest Man in Babylon by George S. Clason | Kindle and Paperback [29:04] The Physician Investor Newsletter by Dr. Robert Doroghazi has been helping physicians achieve financial security since 2006. Get your free three-month trial (new subscribers only) at https://thephysicianinvestornewsletter.com/About Dr. Robert DoroghaziDr. Robert M. Doroghazi is a retired cardiologist and the author of The Physician’s Guide to Investing: A Practical Approach to Building Wealth. Drawing from personal experience and financial discipline, he built a substantial investment portfolio that allowed him to retire at age 54. Known for his direct, no-nonsense approach, Dr. Doroghazi advocates for living below your means, saving aggressively, and investing in low-cost index funds. In addition to writing, he publishes The Physician Investor Newsletter, offering financial guidance to fellow physicians and professionals aiming to achieve financial independence.Connect with Dr. RobertWebsite: The Physician Investor NewsletterLinkedIn: Robert Doroghazi, MD Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

If you want to build a multi-million-dollar real estate portfolio without using your own money, this episode is for you! Dr. Benjamin Maciel shares how he leveraged business credit to scale to 31 units while still practicing medicine. Tune in to learn how to break free from burnout and leverage credit to invest in profitable deals.Key takeaways to listen for[07:34] A savvy strategy to tap into business credit[13:26] Why business credit is your secret weapon[16:28] Expert tips on how to escape burnout[33:38] How to protect cash flow using business credit[36:19] The crucial steps to follow in achieving financial freedomResources mentioned in this episode[34:53] PropStream[34:55] DealMachine [44:15] Release Your Brakes! by Jim W Newman | Hardcover, Paperback, and Mass Market PaperbackAbout Dr. Benjamin MacielDr. Benjamin Maciel is a Medical Doctor by profession and a passionate Real Estate Broker and Investor. His journey started in the rigorous environment of medical school, where he not only earned his medical degree but also built a successful real estate portfolio with over 30 rental units. Now, Dr. Maciel is dedicated to sharing his expertise with healthcare professionals, guiding them toward financial freedom and stability through real estate investing.Connect with Dr. BenjaminWebsite: BenjaminMaciel MDInstagram: @benjaminmaciel_mdFollow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

What if losing everything was the start of your real estate comeback? Mike Morawski reveals how he built a $100M portfolio, went to prison, and came back stronger as a coach, author, and investor. This is a story of hard lessons, second chances, and smarter investing. Don’t miss the mindset behind the rebuild.Key takeaways to listen for[08:35] How failure became Mike’s greatest teacher in real estate[11:31] Why an unconventional approach to multifamily real estate works[17:07] An efficient way to turn challenges into valuable coaching tools[28:02] Mike’s philosophy on bouncing back after a fall[34:05] Important advice on what mistakes to avoid in multifamily investingResources mentioned in this episode[41:04] Winning by Tim S. Grover | Kindle, Hardcover, and PaperbackDiscover the secrets to building wealth through multifamily real estate with minimal risk. Get your copy of Multifamily Investment Secrets by Mike Morawski at https://multifamilyinvestmentsecrets.com/ and start growing a profitable portfolio today. About Mike MorawskiMike Morawski is a seasoned real estate investor, coach, and author who transformed his life from building a $100 million real estate firm to serving time in federal prison. After overcoming significant personal and professional challenges, Mike made a remarkable comeback by turning his mistakes into valuable lessons. Now, as a multifamily real estate expert, he uses his experiences to help others succeed, teaching them how to navigate adversity, avoid costly mistakes, and build wealth in the real estate industry. He is committed to helping others thrive through resilience, strategic investing, and a mindset of growth.Connect with MikeWebsite: Mike Morawski Podcasts: Multi-Family Unplugged    Insider Secrets Podcast | Apple Podcasts and SpotifyYouTube: Mike MorawskiFacebook: Mike Morawski Instagram: @mikemorawski2 LinkedIn: Michael MorawskiEmail: Mike@mikemorawski.com Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok:...

Discover how Dr. Alex Schloe went from physician to financially free by mastering residential assisted living. Learn how real estate can help physicians diversify income, scale wealth, and fight burnout, giving you the freedom to live life on your terms. Listen now and start transforming your financial future today!Key takeaways to listen for[06:55] The key to diversifying income as a busy physician.[08:26] Scaling real estate investments while maintaining a medical career.[13:45] Why physicians should consider residential assisted living as a side investment.[16:30] What it takes to succeed in residential assisted living as an investor.[24:12] How to get started with residential assisted living and build a legacy.Resources mentioned in this episode[40:35] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback[40:44] The White Coat Investor by James M Dahle MD | Kindle and PaperbackReady to invest or launch your own Residential Assisted Living home? With demand soaring, now’s the time to secure your financial future and make a lasting impact. Start today with our FREE 10-Step Guide at https://theralroom.com/assisted-living-guide/ About Dr. Alex SchloeDr. Alex Schloe is the founder of Physicians and Properties and a family medicine physician currently serving in the United States Air Force in Colorado Springs. In addition to his medical career, he is an active real estate investor, specializing in assisted living homes, long-term, and short-term rentals. Dr. Schloe also practices house hacking, living mortgage-free by utilizing his basement in Colorado Springs. Having experienced the burnout that many physicians face, he is passionate about showing others how real estate investing can lead to financial freedom, allowing them to thrive both professionally and personally.Connect with Dr. AlexWebsite: Physicians and Properties | The RAL Room Podcasts: Physicians and Properties | Apple Podcasts and Spotify    The RAL Room Assisted Living Podcast | Apple Podcasts and SpotifyFollow Us On Social MediaYouTube: Truly Passive IncomeTikTok:...

Camille Scott Wiles, RN, went from ICU nurse to financial freedom by mastering gold, silver, and strategic insurance. In this episode, she shares how to build lasting wealth and retire on your terms, not by default. Hit play to learn how to recession-proof your money and design your rich life today.Key takeaways to listen for[08:01] Why the 2008 crash ignited her mission to master wealth cycles[11:42] How life insurance and precious metals helped her retire at 41[16:57] The physical gold and silver strategies most investors miss[24:18] Scaling a collectibles strategy without going coin by coin[39:11] Building Generational wealth using the Million Dollar Baby policyResources mentioned in this episode[30:29] APMEX[30:36] JM Bullion[30:37] SD Bullion[42:32] The Great Gold & Silver Rush of the 21st Century by Michael Maloney | Kindle and PaperbackReady to stop surviving and start building lasting wealth? The Golden Exit shows you how to protect your wealth, invest through crisis, and build lasting freedom. Grab your copy at https://payhip.com/PreciousMetalsMasterclass/collection/allWant to safeguard your wealth and retire on your terms? Join the Precious Metals Masterclass and discover how to protect your assets from market chaos and build a retirement by design, not default. Watch the FREE webinar at https://preciousmetalsmasterclass.com/ About Camille Scott Wiles, RNCamille Scott Wiles is a former ICU nurse turned global wealth strategist who helps families break generational financial trauma and build lasting legacies. Through her expertise in precious metals, annuities, and life insurance, she teaches others how to recession-proof their wealth and retire with purpose. Now financially free and internationally based, Camille empowers professionals to design a life of freedom on their own terms.Connect with CamilleWebsite: Precious Metals Masterclass | Camille Scott WilesFollow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything

What if being a top surgeon didn’t guarantee freedom or happiness? Dr. Tom Burns discovered real wealth the hard way. He shares how passive income helped him reclaim his time, build a $500M portfolio, and live life on his terms. Tune in to unlock the mindset, moves, and mission behind his escape from burnout to true freedom.Key takeaways to listen for[07:22] The moment Dr. Burns realized wealth alone wouldn’t buy happiness[12:27] Why slow, scary starts beat waiting for perfect timing[16:39] How a little passive income can unlock massive life choices[25:37] Lessons from investing through three market downturns[34:44] What real freedom looks like and why fun is a serious goalResources mentioned in this episode[20:53] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback[39:57] The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and PaperbackBreak free from the golden handcuffs. #1 Best Selling Book “Why Doctors Don’t Get Rich” reveals how you can take control of your time, build true wealth, and create lasting freedom through passive income investing. Grab your copy at https://amzn.to/44ugmIH Ready to design your freedom? Download the Rich.Life Toolkit today and start building the wealth, connections, and confidence to live life on your terms. Get it here at https://richdoctor.com/ About Dr. Tom BurnsDr. Tom Burns is an orthopedic surgeon, real estate investor, and founder of Rich.Life. After completing his medical training at the University of Texas and Southwestern Medical School, followed by a sports medicine fellowship in Vail, he served as a U.S. Ski Team physician since 1990. Early in his career, Tom recognized the limitations of W-2 income and turned to real estate to build lasting wealth and freedom. From humble beginnings with a student condo investment, he scaled to co-develop a 155,000 sq. ft. medical complex and later co-founded a real estate firm with over $650M in transactions. Today, through Carbon Real Estate Investments, Tom focuses on creating cash flow and appreciation via multifamily housing, empowering families and investors alike to live richer, more independent lives.Connect with Dr. TomWebsite: RichDoctor.com Email: Hello@RichDoctor.Com Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook:a...

Burned out but still "successful"? Dr. Param Baladandapani was too, until she walked away from medicine to build a life on her terms. Learn how real estate, mindset shifts, and daily discipline paved her path to freedom, and how this episode could spark the shift you've been craving.Key takeaways to listen for[01:51] Personal reasons behind Dr. Param’s decision to leave medicine[06:32] Why real estate is the perfect escape hatch for busy professionals[15:06] How inner work unlocked outer wealth (and the mindset shift that did it)[16:34] The red and green flags passive investors should never ignore[32:42] Dr. Param’s advice for high achievers who secretly feel stuckResources mentioned in this episode[06:34] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback[18:12] Houston Housing Authority [31:43] Tax-Free Wealth by Wheelwright Tom | Kindle and Paperback[32:03] The Holy Grail of Investing by Tony Robbins | Kindle, Hardcover, and PaperbackWant to retire decades earlier than planned? Discover how Dr. Param Baladandapani went from burnout to Financial Freedom at 41 and how you can, too, with her FREE eBook. Grab yours at https://www.generationalwealthmd.com/free-ebook Ready to fast-track your financial freedom? Discover how passive real estate investing can help you live life and practice medicine on your terms. Unlock the life-changing secrets of real estate syndications. Grab your FREE guide now! only at https://gwcapital.com/guide About Dr. Param BaladandapaniDr. Param Baladandapani is a Southern California-based radiologist who achieved financial independence at 41 while working full-time and raising two young children. She built a multimillion-dollar real estate portfolio and founded Generational Wealth MD, a community helping high-income professionals fast-track financial freedom through strategic real estate investing. With experience in long- and short-term rentals, multifamily, and development projects totaling over $70 million in assets under management, her coaching program has helped physicians acquire over $100 million in real estate and live with greater purpose and freedom.Connect with Dr. ParamWebsite: Generational Wealth MD | GWCapitalPodcast: Generational Wealth MD | Apple Podcasts and a...

What drives a successful veterinary surgeon to walk away from the operating table and dive into real estate? In this episode, Dr. Jason Balara shares the surprising story behind his pivot, the challenges he faced, and how he built a mission-driven investment firm from the ground up. If you're rethinking success, fulfillment, or your next big move, this conversation is for you.Key takeaways to listen for[01:46] Why Dr. Jason walked away from veterinary surgery to chase something bigger[04:47] The hidden cost of staying in a high-income job you don’t love[16:36] How Dr. Jason’s values-first approach attracts loyal investors[21:32] Reasons most employees struggle to build real wealth and how to break out[32:35] What Jason believes matters more than flashy returnsResources mentioned in this episode[00:43] NOMV [32:26] Who Not How by Dan Sullivan & Benjamin Hardy | Kindle, Paperback, and HardcoverAbout Dr. Jason BalaraDr. Jason Balara is a veterinary surgeon with over 15 years of experience and the founder of Lark Capital Group. He launched Lark to help busy professionals, especially those in the medical field, access carefully vetted, cash-flowing multifamily real estate opportunities. His goal is to offer recession-resistant investments that generate strong returns with minimal risk. After building wealth through single-family rentals and flips, Jason transitioned to multifamily real estate to create a more scalable and passive investment path for himself and others.Connect with Dr. JasonWebsite: Lark Capital GroupPodcast: Know Your Why Podcast with Dr.Jason Balara | Apple Podcasts and SpotifyEmail: Jason@larkcapital.com Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

Medical office real estate isn’t just stable - it’s scalable. Trisha Talbot reveals how she helps physicians and high-net-worth investors turn underused retail and office spaces into income-producing healthcare hubs. Want predictable cash flow and long-term tenants? Start here and rethink what “passive” investing means.Key takeaways to listen for[10:27] How office-based procedures are reshaping demand[17:07] Why spec builds are too risky in medical real estate[23:48] The most crucial factor in choosing a site[26:16] What LPs should expect in a 10–15 year triple net deal[29:09] Important mindset behind building lasting wealthResources mentioned in this episode[28:30] Start with Why by Simon Sinek | Kindle, Paperback, and HardcoverAbout Trisha TalbotTrisha Talbot, a seasoned healthcare real estate advisor and GlobeSt.com 2021 Woman of Influence, leads DOCPROPERTIES with a comprehensive approach to medical real estate investments. With thousands of completed transactions in investment sales, leasing, and corporate representation, she connects investors and entrepreneurial clinicians to build profitable medical office portfolios that support high-quality patient care.Connect with TrishaWebsite: DocProperties LinkedIn: Trisha TalbotEmail: Talbot@DocProperies.com Phone: 480-369-7983 Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

Brian Alfaro didn’t chase every opportunity. He built a business that works without chaos. In this episode, he shares how intentional systems, strong relationships, and investor clarity helped him grow sustainable wealth in real estate. Discover how Brian built real estate wealth with intention, not hustle, and how you can apply the same principles.Key takeaways to listen for[07:01] The investor mindset shift that changes everything[15:43] How does Brian’s reputation do the selling for him?[22:20] Why Brian systematized his business before scaling[24:23] What convinces investors to say yes[38:21] A way to grow without losing time, values, or lifeResources mentioned in this episode[02:21] BiggerPockets [39:40] LinkedIn Sales Navigator [46:19] The 7 Habits of Highly Effective People by Stephen R. Covey | Kindle, Paperback, and HardcoverAbout Brian AlfaroBrian is the Director of Investor Relations at a Houston-based real estate private equity firm with over $500 million in assets under management. His team has earned the trust of investors with more than $100 million in committed capital.He helps high-income professionals invest in risk-adjusted real estate opportunities that generate passive income and build lasting wealth. Guided by the motto, "Cash flow is king, but relationships are gold," Brian focuses on understanding each investor's goals to match them with the right opportunities.Connect with BrianWebsite: Headway CapitalLinkedIn: Brian Alfaro Follow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here