Truly Passive Income

Clint Harris and Neil Henderson engage in a profound discourse with Joel Kraut, a distinguished figure in the realm of real estate investing and lending, focusing predominantly on the intricate dynamics of passive income. Central to this enlightening exchange is the exploration of the BRRRR (Buy, Renovate, Rent, Refinance, Repeat) method, alongside a meticulous examination of the evolution of lending practices, which underscores the necessity for preparation and strategy within the landscape of real estate investment. Joel delineates the paramount importance of cultivating relationships in the industry, asserting that such relational capital transcends the mere transactional nature of real estate, proving invaluable across various market cycles. With an emphasis on adaptability and flexibility, he imparts insights drawn from his extensive experience, particularly in navigating the current market challenges, thereby illuminating pathways for sustained success. This episode serves as a clarion call for investors to remain vigilant and prepared, ensuring that they can adeptly respond to the ever-evolving demands of the real estate market. The discourse between Clint Harris and Neil Henderson with Joel Kraut, an esteemed real estate investor and lender, delves into the intricate realm of passive income generation through real estate investments. Joel articulates the pressing relevance of establishing strategic partnerships and the criticality of preparation in the ever-evolving landscape of lending practices. The conversation navigates through the BRRRR method—Buy, Rehab, Rent, Refinance, Repeat—highlighting its efficacy in maximizing cash flow and equity. Moreover, Joel expounds upon the current market challenges, emphasizing the necessity for adaptability and the cultivation of robust relationships within the industry to weather cyclical downturns. Through his extensive experience, he illustrates that the true essence of real estate investment transcends mere property transactions; it is fundamentally about nurturing relationships that propel success across varying economic climates.Takeaways:The significance of relationship capital in real estate investing cannot be overstated, as it often proves more valuable than the properties themselves.Flexibility and adaptability are crucial traits for navigating the ever-changing landscape of real estate investment and lending practices.Preparation and strategic planning are essential components of successful real estate investment, especially when utilizing methods such as the BRRRR strategy.The current lending environment is challenging, with fluctuating interest rates and property values necessitating a thoughtful approach to financing.Investors must be cognizant of their exit strategies and ensure they have multiple options prepared prior to committing to any investment.The evolution of lending practices reflects a broader trend in the market, emphasizing the importance of understanding both the financial and relational aspects of real estate.Links referenced in this episode:brrrr.com

Dr. Mark Allen, a physician who has successfully transitioned into the realm of artificial intelligence entrepreneurship, elucidates the profound potential of AI as a transformative force across diverse domains, particularly in healthcare and real estate. His journey commenced with pioneering AI systems that enhanced clinical decision-making for doctors, ultimately demonstrating that AI can serve as a scalable workforce rather than merely a tool. Currently at the helm of HeroForge.ai, Dr. Allen imparts his expertise to high-income professionals, guiding them in leveraging AI to optimize their business operations and enhance their quality of life. Throughout our discussion, he underscores the necessity of adaptability in this rapidly evolving technological landscape, offering pragmatic strategies for integrating AI into everyday routines. This episode encapsulates the imperative of embracing AI to unlock unprecedented opportunities for personal and professional advancement.Takeaways:Dr. Mark Allen illustrates the transformative potential of AI, emphasizing that it serves not merely as a tool but as a scalable workforce, thereby revolutionizing industries such as healthcare and real estate.Through his venture, HeroForge.ai, Dr. Allen endeavors to educate high-income professionals on harnessing AI's capabilities to enhance their business operations and elevate their personal lives.The discussion underscores the necessity for individuals and businesses to adapt swiftly to the rapid advancements in AI technology to unlock unprecedented opportunities for growth and efficiency.Dr. Allen elaborates on his journey from medicine to AI entrepreneurship, highlighting his commitment to making a positive impact on healthcare through innovative software solutions.Listeners are encouraged to adopt a proactive approach to integrating AI into their daily routines, as this can significantly enhance productivity and decision-making processes across various domains.The conversation culminates with practical advice on leveraging AI technologies effectively, advocating for continuous learning and adaptation in an ever-evolving technological landscape.Links referenced in this episode:heroforge AIclinical trials.govAI Daily Brief

Most people chase wealth for decades before realizing what they really want is control of their time. In this episode, Brian Herriot breaks down the mindset and mechanics behind designing life around seasonal work, meaningful rest, and purposeful income. He shares how flexible work, passive incom,e and lifestyle planning can completely redefine financial freedom long before traditional retirement. Press play to learn how to start reclaiming your time today.Key takeaways to listen for[06:12] The moment Brian realized time could matter more than full financial independence[12:26] Why extended rest unlocks emotional clarity, creativity, and long-term focus[14:12] How pairing flexible income with investment income accelerates freedom[14:12] What the time freedom formula is and why it changes the traditional retirement model[19:23] The three money personalities and how they drive financial choicesResources mentioned in this episode[15:36] Time Freedom Calculator [25:05] Write a Must-Read by AJ Harper | Kindle, Paperback, and Hardcover[32:06] The Psychology of Money by Morgan Housel | Kindle, Paperback, and HardcoverAbout Brian HerriotBrian is a financial advisor, entrepreneur, and author who teaches people how to build lives defined by time freedom, not burnout. After creating multiple income streams and taking a six-month sabbatical in 2023, he developed the Time Freedom Formula, a framework that helps entrepreneurs combine flexible work with investment income to create autonomy long before traditional retirement.Through his coaching, writing, and upcoming book, Brian helps others understand their money personalities, strengthen their financial foundation, and design work that aligns with the life they want. He now spends summers at a cabin in northern Wisconsin, living the seasonal lifestyle he helps others achieve.Connect with BrianWebsite: Time FreedomLinkedIn: Brian HerriotFollow 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 a major driver of physician burnout isn’t medicine itself, but the way doctors earn and structure their careers? In this episode, Dr Tod Stillson breaks down why high income rarely becomes real wealth and how micro corporations restore autonomy and tax efficiency. You will learn simple steps physicians can take to protect their time, income, and future. Press play to discover how doctors can build freedom on their own terms.Key takeaways to listen for[07:24] Why most physicians lose autonomy and how a micro corporation gives it back[08:30] The simple structure behind a physician micro corporation and why it changes everything[09:45] How shifting from an employee mindset to a business owner mindset transforms long-term wealth[13:12] The S Corp tax advantages doctors overlook but can save thousands each year[17:41] The hidden reason high-earning doctors still struggle to build real wealthResources mentioned in this episode[35:24] The Go-Giver by Bob Burg and John David Mann | Kindle, Hardcover , and PaperbackAbout Tod Stillson, MDDr Tod is a family physician and entrepreneur with more than 30 years of clinical experience and 15 years operating as an independent contractor. After seeing how often physicians lose autonomy, face burnout, and struggle to build real wealth, he founded the Physician Entrepreneur Academy to teach doctors financial literacy, business strategy, and the power of micro corporations. Through Simply MD, his coaching platform and educational blog, he helps physicians reclaim agency, reduce taxes, and turn their high income into long-term freedom. Today, he mentors doctors across the country on building employment-light careers, creating passive income, and designing a life they love.Connect with Dr. TodWebsite: SimpliMD LinkedIn: Dr Tod Stillson Email: Tod@simplimd.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

Ready to discover how real estate investors protect their capital while still earning strong passive returns? In this episode, Justin Spillers breaks down the strategy behind his preferred equity fund and the system that helped him scale to 600 units with precision and speed. He shares how disciplined underwriting, vertical integration, and tax-advantaged distributions give investors real stability in a shifting market. Press play to learn how this approach creates passive income built to last.Key takeaways to listen for[05:01] How Justin jumped from law to 600+ units using a simple, repeatable strategy[13:24] The clearest breakdown of preferred vs. common equity and why investors should care[15:06] How SDIRAs can invest in his fund without triggering extra taxes or headaches[18:24] Why he builds every deal with “protection first, performance second” at the core[33:00] The vertical integration system that turns units in 7 days and speeds up value creationResources mentioned in this episode[06:50] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback[38:40] Alex HormoziAbout Justin SpillersJustin is a real estate investor and licensed Ohio attorney with a background in business and real estate law. He has advised hundreds of companies, scaled multiple startups to eight-figure assets, and managed more than $30M in real estate holdings. As the co-founder of Real Estate Alpha, Justin oversees a fast-growing multifamily portfolio and leads a preferred equity fund focused on stable, tax-efficient passive income for accredited investors.Connect with JustinWebsite: Real Estate Alpha LinkedIn: Justin Spillers Email: jspillers@bsfdevelopment.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

Drowning in investor leads but still struggling to turn them into real capital? In this episode, capital raiser Lauren Brychell breaks down how to move beyond spreadsheets and random follow-ups to a clear system that nurtures and converts passive investors. You’ll learn how to define your ideal investor, set up CRM and portal basics, and use simple nurture sequences so no serious lead slips through the cracks. Press play to learn how to raise smarter, close more commitments, and keep investors coming back.Key takeaways to listen for[05:50] Why most GPs lose investors before the first real conversation even starts[08:14] How a clear nurture sequence turns cold digital leads into committed investors[10:03] The first-call strategy that makes you stand out when prospects forget they opted in[16:21] Why your investor avatar determines your messaging, follow-up, and conversion rates[27:45] The simple call framework that gets investors talking 80 percent of the timeResources mentioned in this episode[21:11] HubSpot[21:12] InvestNext[21:27] GoHighLevel[21:32] SyndicationPro[22:23] ChatGPT[22:25] YouTube[22:47] Google [22:49] Zapier[38:06] How to Win Friends & Influence People by Dale Carnegie | Paperback and Hardcover[38:25] Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover[38:47] Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback[38:56] The Science of Scaling by Dr. Benjamin Hardy and Blake Erickson | Kindle, Hardcover, and Mass Market PaperbackAbout Lauren BrychellLauren is a marketing professional turned powerhouse capital raiser who has personally raised over 75 million dollars for real estate investments. As founder of Equity Elevated Consulting, she helps general partners set up the branding, tech stack, and investor communications they need to raise capital and scale. With a background in both marketing and capital raising for a commercial firm, she now focuses on helping GPs clarify their investor avatar, organize their systems, and turn more leads into loyal investors. Lauren is also the author of Beyond the Lead, which introduces her four pillars of the capital attraction

Want wealth that lasts, not luck that fades? In this episode, Whitney Elkins-Hutten shows how to protect principal by aligning goals with your timeline and risk tolerance, using cash-flowing debt funds for stability, and keeping liquidity for taxes and capital calls. She also explains estate planning moves that safeguard heirs and why real diversification means understanding the capital stack, not just assets. Press play to learn practical steps you can use today.Key takeaways to listen for[04:18] How becoming an “accidental landlord” launched Whitney’s 20-year journey to investor education and financial freedom[08:34] Why knowing your goals, risk tolerance, and time horizon is more powerful than chasing returns[11:36] What a “plain-vanilla” debt fund actually does and how it can stabilize your portfolio[20:59] How to read the capital stack and uncover where risk truly hides in a deal[26:04] Why every investor needs liquidity rules for capital calls and peace of mind during market swingsResources mentioned in this episode[15:40] Rehab Wallet[38:06] The ONE Thing by Gary Keller andJay Papasan | Kindle, Paperback, and HardcoverAbout Whitney Elkins-Hutten, MPHWhitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and the founder of Ash Wealth. An accidental landlord turned educator, she began in 2002 with live-in flips, built a 40-unit single-family portfolio, moved into multifamily, and later became a general partner on multiple assets. A partner in $800M+ of real estate spanning multifamily, self-storage, and car washes, Whitney teaches busy high earners how to build tax-efficient, truly passive income. She’s the author of Money for Tomorrow and can be reached at passiveinvestingwithwhitney.com.Connect with WhitneyWebsite: Ash Wealth | PassiveInvesting.comLinkedIn: Whitney Elkins-Hutten, MPHBook: Money for Tomorrow | Kindle and HardcoverFollow 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

Can a physician break free from trading time for money? In this episode, radiologist and Beyond MD host Dr. Yatin Chadha reveals how he turned financial curiosity into a strategy for lasting freedom. From smart corporate structures and holding companies to passive real-estate investing and estate planning, he shares how medical professionals can build wealth without burnout. Press play to learn how to align your income, time, and purpose through intentional investing.Key takeaways to listen for[04:35] How podcasting became the catalyst for Dr. Yatin’s financial awakening[10:35] The “wealth formula” every physician should know to build lasting wealth[13:27] How holding companies protect medical income from real estate risk[23:01] Why Dr. Yatin shifted from hands-on property ownership to passive investing[38:37] The corporate tax traps professionals miss and how to structure smarterResources mentioned in this episode[16:35] Brandon Turner | BiggerPockets[44:33] Seventh Generation legacy by Rachel M Marshall | Kindle, Paperback, and Hardcover[44:38] What Would the Rockefellers Do? by Garrett B Gunderson and Michael G Isom | Paperback and Hardcover [56:46] Die With Zero by Bill Perkins | Kindle, Paperback, and HardcoverAbout Yatin Chadha, MDDr. Yatin is a Toronto-based radiologist and host of the Beyond MD podcast, where he helps physicians and high-income professionals build financial literacy and confidence in real estate investing. Driven by a passion for education and balance, he shares practical insights on corporate structures, tax strategy, and wealth creation tailored to medical professionals. Through his work, Yatin empowers clinicians to achieve financial freedom, reduce burnout, and align their money with purpose and well-being.Connect with Dr. YatinWebsite: beyond MD Podcast: beyond MD with Dr. Yatin Chadha - Podcast LinkedIn: Yatin Chadha, MDFollow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE...

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