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The Gold Collar Investor

The Gold Collar Investor

Author: Pancham Gupta

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If you want to learn how to diversify outside of the wall-street, this show is for you. If you are a high paid professional (ex: doctor, lawyer, engineer, programmer, banker, accountant, etc) and making six figures i.e 100k or more in your job or business, this show is for you. This show will help you make YOUR money work for you. It will open up your mind to main-street investing and help you build multiple income streams. We will talk about personal finance, common fears, stigmas around main-street investing. Our goal is to make you financially free and make sound decisions with your money. It will help you gain confidence and stability when it comes to investing life. Click play if you are committed to becoming The Gold Collar Investor.
37 Episodes
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Summary: In today’s show, Pancham interviews Damion Lupo, Founder and CEO, Total Financial Control. Damion shares some little-known details about the newly announced CARES Act that are guaranteed to help out W-2 investors. Especially, you will learn how you can unlock your 401K funds (without paying penalties), take out additional loans, get leeway on interest payments and carry back losses to get tax refunds.  We hope you enjoy this show! Timestamped Shownotes: 01:31 - Pancham welcomes Damion to the show 02:34 - Damion shares his background information 04:00 - How to unlock funds in your 401K fund courtesy the recently announced CARES Act 05:32 - Will you have to pay taxes on your unlocked 401K funds? What about penalties? And are there any restrictions on where you can invest these unlocked funds? 08:08 - How the CARES Act allows you to take out an additional loan against your 401K; do you get any leeway on interest payments? 10:07 - Damion shares how you are now allowed to carry back your net operating loss  11:47 - What are the benefits of an eQRP? 13:25 - Do you need a financial planning team to avail these new benefits? 14:18 - How to plan your investments in the wake of COVID-19   17:36 - Taking the Lead Round   17:52 - The Gold Collar Investor Recommends: Damion shares his favorite book 3 Key Points: How to unlock 401K funds (without paying any extra penalties) How to take out additional loans against your 401K and get leeway on interest payments Carrying back net operating losses from your real estate business and getting tax refunds  Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page The Gold Collar Investor Show 12 QRP book by Damion Lupo Mastery: The Keys to Success and Long-Term Fulfillment
In today’s show, Pancham interviews Loe Hornbuckle, co-founder, Goodhorn Capital. Goodhorn Capital specializes in elegant planned care home communities. The elderly have been the worst impacted due to the virus outbreak. And it is natural for us to be concerned about senior citizens who are currently living in these assisted facilities. In today’s show, you will first get an overview of this fast growing industry. Next, we share the various steps that assisted living facilities can take to keep the virus at bay. Loe shares his own experience and reveals why the properties under his management have been able to buck the trend as far COVID fatalities are concerned. If you have elderly parents whom you worried about, this is a show that you cannot afford to miss.  Tune in now!
In today’s show, Pancham interviews real estate investor & operator Michael Flight. As the virus has brought all businesses to a grinding halt, the one question on everyone’s mind is – is it really worth investing in retail real estate? Can retail real estate survive the ecommerce juggernaut? And, can you structure your retail real estate investment so that it is not only recession proof but also COVID-proof? We attempt to answer these pressing questions in today’s show. Additionally, you will learn about the different categories of retail real estate, red flags to watch out for, and the kinds of returns that you can expect to earn. This show will particularly interest those who are looking for alternatives to Wall Street investing. We hope you enjoy this show! Timestamped Shownotes: 01:00 – Are retail malls a thing of the past? 01:50 – Pancham welcomes Michael to the show 02:22 – Why is Michael dead against Wall Street investments? He shares his experience 04:02 – Michael shares his background information 05:04 – What are the different categories of retail real estate? 07:18 – Understanding the difference between a Net Lease, Double Net Lease (NN), and Triple Net Lease (NNN)  11:42 – Can you, as a retail investor work in a completely hands-off approach? 12:42 – Can you mitigate risk by passing off all variable expenses to the tenant? 14:17 – How are the retail malls classified?  15:31 – Key Success factors for retail real estate investing 17:42 – Red flags to watch out for 19:05 – Will certain businesses/tenants tarnish the appeal of your property? 21:27 – What kind of returns can you expect to earn from retail real estate investing? 24:43 – What is the future of brick and mortar retail considering the recent surge in online sales due to COVID-19? 31:37 – How is Michael pivoting in light of the recent situation? 35:40 - Taking the Leap Round 35:47 - When was the first time you started investing outside of the Wall Street? 37:05 - Can you share one investment that did not go as expected? 39:02 - What is one piece of advice that you would give to people who are thinking of investing on the Main Street? 40:39 – Michael shares his contact information 3 Key Points: Different categories in retail real estate Understanding the difference between a Net Lease, Double Net Lease (NN), and Triple Net Lease (NNN) Key Success factors for retail real estate investing Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Gold Collar Investor Banking Michael’s Email Liberty Fund Concordia Realty
In today’s show, Pancham interviews Gurwinder Singh, real estate developer and investor from NYC. Gurwinder, a former Goldman Sachs employee does grounds up development projects in NYC – perhaps the most challenging market in the world.  Is it worth doing grounds-up development in NYC inspite of all the challenges? The short answer is yes!  In today’s show, Gurwinder gives listeners a peek into the entire construction process – right from planning to closeout. He explains how he evaluates the feasibility of a project, and then goes on to reveal the kind of returns that investors can earn from these projects. If you are looking for some good alternatives to Wall Street investing, this show will interest you greatly. Tune in now Timestamped Shownotes: 00:53 – How did Pancham meet Gurwinder? 02:00 – Gurwinder’s background information 03:00 – How and why did Gurwinder get into real estate investing? 05:49 – Was it difficult for Gurwinder to transition from software development to real estate? 07:30 – How does grounds- up development work? Gurwinder gives us a 30,000-foot view 08:36 – Is there vacant land available in NYC for grounds-up development? 09:23 – What are air rights? How do air rights affect the feasibility of a project? 11:22 – Important factors to consider while evaluating project feasibility 12:12 – Understanding “Floor-Area Ratio” in simple terms 13:12 – Gurwinder explains how he conducts a “highest and best case use analysis” 14:12 – What is the purpose of doing a site survey? 16:45 – Process and Timeframe for preparing site plans and getting them approved 18:10 – What is typical time-frame to get construction started? 20:15 – Gurwinder shares how his years of construction experience helps him manage his projects  21:38 – Considering all the challenges, is it worth investing in a grounds-up development? 23:31 – Typical financing arrangement for a grounds up real estate development 24:45 – As a passive investor, what sort of returns can you earn by investing in a grounds-up development?  27:18 - Taking the Leap Round 27:18 - When was the first time you invested outside of Wall Street? 28:07 - What fears did you have to overcome when you first invested outside Wall Street? 29:03 - What was one investment that did not go as expected? 30:53 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street?  32:00 - Gurwinder shares his contact information 3 Key Points: Different challenges of doing grounds-up development in NYC Typical returns that investors earn from a grounds-up development project How to gauge project feasibility for a grounds-up development Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Gurwinder’s email Call 516-721-9778 to get in touch with Gurwinder Idea Builders
In today’s show, Pancham interview Kathy Fettke, Co-CEO of Real Wealth Network, Host of the Real Wealth Show and author of Retire Rich with Rentals. Kathy shares with listeners some really interesting information about her investment in an 800-acre retreat in the beautiful country of Costa Rica.  As more and more people flock to large US cities, existing infrastructure is proving to be woefully inadequate. Because of this, high net-worth individuals are desperately looking for alternative lifestyle options. Barely a 4-hour flight from the United States, Costa Rica is well-placed to cater to this growing demand. So, how can you invest in Kathy’s real estate development? Can you expect to earn good returns? Kathy gives us a peek into the incredible lifestyle that you can enjoy if you own a holiday home at this stunning location. We hope you enjoy this show.  Tune in for some excellent insights!   Timestamped Shownotes: 01:52 – Kathy's background information 03:05 – Why did Kathy zero in on Costa Rica as an investment destination? 05:23 – How did Kathy manage to get the local community on board for their grounds up development? 05:57 – Kathy shares how the stunning locale and holistic, community living make Costa Rica an ideal retreat destination 07:13 – Are major US cities running facing a scarcity of essential resources? 08:03 – What is the price range for investment homes at the Costa Rica retreat? 09:00 – How can you invest in Kathy’s Costa Rica development? 09:22 – How a glamping set up is helping generate additional cash flow  11:28 – How did Kathy fund this property development? 13:45 – Is there demand for rental homes at the retreat? 17:28 - Taking the Leap Round 17:28 - When was the first time you invested outside of Wall Street? 19:30 - What fears did you have to overcome when you first invested outside Wall Street? 20:26 - What was one investment that did not go as expected? 21:48 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? 22:50 - Kathy shares her contact information 3 Key Points: How to invest in a Costa Rica retreat How high net-worth Americans are looking for a safe and alternative lifestyle in Costa Rica How to raise rental income by investing in a Costa Rica property Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Kinkara Real Wealth Network Real Wealth Show Retire Rich with Rentals: How to Enjoy Ongoing Cash Flow From Real Estate...So You Don't Have to Work Forever
In today’s show, Pancham interviews Russell Gray, co-host, The Real Estate Guys Radio Show.  We start this show with Russell giving his views on Wall Street investing. Has the coronavirus pandemic simply highlighted the flaws in our financial system? Will the financial system ever go back to what it was in the Pre-COVID era? Russell shares some interesting insights on this topic. As the pandemic wreaks havoc in our credit-based financial system, investors need to take a long-hard look at their portfolios and determine the best approach going forward. Russell shares how a low-interest regime can open up some excellent investment opportunities in precious metal and of course, real estate.  If you are worried about your finances due to the ongoing situations, tuning in today’s show will give you some great insights. Timestamped Shownotes: 01:34 – Russell’s background information 02:00 – Why is Russell dead against investing in Wall Street? 02:55 – How did Russell’s first real estate investment pan out? 03:28 – Russell’s father loses $12 million (his entire life savings) on the Wall Street in 1987! 05:22 – How Russell lost his mortgage business due to a Wall Street crash 07:11 – Financial system vs. Economy – Understanding the difference in simple terms 10:00 – Will the financial system ever recover from the impact of the coronavirus? 10:57 – Are there any business opportunities that have sprung up due to the current situation? 13:35 – Understanding the nuances of a credit-based financial system 15:29 – Russell shares how zero passive income wiped him out 17:22 – What is the fallout a low-interest rate regime? 18:11 – Do gold and silver prices follow similar price trends? 20:09 – The Gold Collar Investor Book Recommendation: The Creature From Jekyll Island 21:45 – Russell questions the traditional approach of investing in stocks, bonds and cash; he explain real estate is your best option 24:00 – How leveraging can help you generate excellent returns in real estate 26:28 – Can you generate passive income from real estate? 29:46 – How can you protect your net-worth in the wake of the coronavirus? 30:55 – Is it worth investing in silver right now? 34:00 – Should you get loans and take advantage of low interest rates? 35:20 – Importance of understanding the difference between a failing asset and distressed assets 39:46 - Taking the Leap Round 39:46 - When was the first time you invested outside of Wall Street? 41:32 - What fears did you have to overcome when you first invested outside Wall Street? 43:02 - What was one investment that did not go as expected? 46:03 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street?  48:42 - Russell shares his contact information 3 Key Points: Financial system vs. Economy – Understanding the difference in simple terms How to spot business and investment opportunities in the wake of the coronavirus Why the traditional approach of investing in stocks, bonds and cash is a flawed one Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Real Estate Guys Radio Show
In today's show, Pancham interviews Dana Samuleson, President, American Gold Exchange, Inc.  This show starts with Dana sharing a brief history of gold investing. Gold has been highly valued since ancient times. Right from the times of the kings and queens to the Great Depression to the World Wars, we share how these Black Swan events change the way we invest in gold.   Next, Dana discusses the current economic situation and its impact on gold investing. Topics discussed include inflation, effect of printing more currency, the ballooning national debt and much, much more.  You do not want to miss the practical tips that Dana shares towards the end of the show. In this segment you will learn how you can avoid getting scammed while buying gold.  Tune in for some excellent insights! Timestamped Shownotes: 01:50 - As an investor, are you better off buying a physical asset like gold? 03:19 - Pancham welcome Dana from American Gold Exchange to the show 03:58 - Why is gold an excellent hedge against economic uncertainty? 04:36 - Dana shares his background information 07:07 - Why is the US dollar not backed by gold anymore? 07:39 - Why has gold been so highly valued since ancient times? 09:59 - Why was gold ownership made illegal after the Great Depression of 1929? 12:10 - How the US dollar became the world's most powerful currency right after World War 2 14:23 - Analyzing the Gold Price Cycle from 1970 to 2020 15:47 - How inflation and printing more currency can provide a boost to gold prices 18:32 - Why gold is the go-to investment in a risky environment 22:24 - Dana analyzes the effect of supply-demand mismatch and increasing debt on gold prices  24:16 – Should you buy ETF's? Are you better owning physical gold? 26:33 - Is it safer to buy sovereign-minted gold coins? What about gold bars? 29:05 - What are the dangers of buying gold from online platforms 31:33 - Is it possible to test the accuracy of gold bars? 32:06 - Does a Canadian Maple Leaf have higher purity compared to an American Eagle? 34:25 - What are tax benefits for US citizens who invest in American Eagles? 35:37 - What is the best way for storing gold? 40:10 - Taking the Leap Round 40:20 - When was the first time you invested outside the Wall Street? 41:00 - What fears did you have to overcome when you first invested outside of Wall Street? 41:41 - Can you share one investment that did not go as expected? 42:53 - What is one piece of advice that you would give to people who are thinking of investing outside the Wall Street? 44:04 - Dana shares his contact information 3 Key Points: Why gold is an excellent hedge against economic uncertainty Red flags to be aware of when buying gold Gold Bars, sovereign-minted coins, or ETF’s – which is the best way of investing in gold? Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page American Gold Exchange Email American Gold Exchange, Inc.
In today’s show, we are joined by Rod Zabriskie and Ben of the Gold Collar Investor Banking team to discuss an investment strategy that is particularly relevant right now in the wake of the coronavirus outbreak. Today we talk about investing in life insurance. We start this show by discussing the different kinds of life insurance policies. You will learn that not all policies are structured in the same way. Did you know that a properly structured policy can earn you guaranteed returns of 4% and above in these turbulent times?  Also known as “Gold Collar Investor Banking”, investing in life insurance is safer than keeping your money in a bank. This show will be particularly interesting for investors looking for some good capital preservation strategies. Tune in for some excellent insights!  Timestamped Shownotes: 00:35 - How has the coronavirus impacted economic activity and businesses across the world 01:41 - How are you managing your financial planning during these trying times? 02:38 - Which investment has survived pandemics and even the world wars and the Great Depression? 03:53 - Pancham welcomes Rod and Ben to the show 05:20 - What is term insurance? 06:14 - What is whole life insurance, and how are the premiums structured? 09:26 - What is universal life insurance? What are some cons of investing in a universal life insurance policy? 13:07 - What is the guaranteed minimum rate for a whole life insurance policy? 14:46 - Are returns earned completely tax-free? 15:17 - Have insurance companies been consistent in paying dividends? 17:06 - How can insurance company afford to pay higher returns compared to banks? 19:10 - Do insurance companies invest in real estate? 20:23 - Red flags to watch out for when investing in a whole life insurance policy 22:45 - Can you generate good cash flow by investing in a whole life insurance policy? 27:50 - Pancham shares his own experience of investing in life insurance 29:07 - Should you work with an insurance agent? 30:05 - Are insurance companies safer than banks? 33:03 - How you can make your money work into two different places by taking a loan against your life insurance policy  35:41 - What is direct recognition? 37:14 - Common riders that you can consider adding to your insurance policy 43:05 - Pancham sums up the many benefits of "Gold Collar Investor Banking" 45:10 - Taking the Leap Round 45:29 - When was the first time you investing outside of the Wall Street? 47:28 - Can you shared one investment that did not go as expected? 49:09 - What is one piece of advice that you would give to people who are thinking of investing on the Main Street? 50:13 – Rob and Ben share their contact information 51:13 – Wish to learn more about gold collar investor banking? Sign up for our forthcoming webinar 3 Key Points: How investing in life insurance can earn you guaranteed returns of 4% and above Common riders that you can consider adding to a life insurance policy How can life insurance companies afford to pay you higher returns than banks? Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Gold Collar Investor Banking Gold Collar Investing Show 5
In today's show, Pancham interviews David Krulac, real estate owner, broker, speaker, and author of the book, How I Started with Nothing and Made 12 Million in Real Estate Part-Time. This show is a particularly interesting one as David reveals the nuances of purchasing a tax sale and a tax lien property. For those who are not aware of this investing approach, David first explains the basics in simple terms. Right from conducting due diligence to visiting a tax sale auction, we explain the entire investment process in great detail. What are some red flags that you should watch out for while purchasing a tax sale property? What sort of returns can you earn using this investment approach? Are the rules for purchasing tax sale and tax lien properties different in every state?  For all this and much, much more, tune in to our latest show now! Timestamped Shownotes: 01:38 – Pancham explains a little-know strategy to purchase a real estate property at maximum discount 01:44 - Pancham welcomes David to the show 03:05 - How did David get started in the real estate business? 04:05 - Why does David find a tax sales purchase such an attractive proposition? 04:34 - What is a tax sale? David explains in simple terms 05:34 - What is the process of a tax sale auction? 05:44 - What is a tax lien? 06:27 - Tax deed vs Tax Lien - Understanding the difference 08:37 - 3 Important FACTS that you should be aware of before buying a tax sale property 09:53 - How to conduct due diligence for a tax sale property 10:55 - Should you insist on physically seeing the tax sale property before making a purchase? 14:13 - David reveals how performing a title search can help you buy a tax sale property at a huge discount 15:39 - How can you make money by purchasing a tax lien? What sort of returns can you earn? 19:13 - How is the process of purchasing a tax lien different in a bid down state? 20:44 – David explains how the process of purchasing a tax lien property is starkly different in a state like Michigan 22:06 - How often do tax sales happen? 25:54 - David explains how ended up turning $4,500 into $600,000 by investing in a tax sale property 30:15 - Some red flags to be aware of before purchasing a tax sale property 32:42 - Taking the Leap Round 32:52 - When was the first time you invested outside of the Wall Street? 33:20 - What fears did you have to overcome when you first invested outside the Wall Street? 37:16 - What was one investment that did not go as expected? 35:58 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? 36:53 – What inspired David to write his book, How I Started with Nothing and Made 12 Million in Real Estate Part Time? 40:35 - Pancham shares his contact information 3 Key Points: What is a tax sale property? And, why is it such an attractive proposition? Tax Sale vs. Tax Lien – Understanding the Difference Some red flags to be aware of before purchasing a tax sale property Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page How I Started with Nothing and Made 12 Million in Real Estate Part-Time David’s Website
Today's Ask Pancham show is a special one as we have Gurwinder Singh as a guest on this show. Gurwinder Singh, a former JP Morgan and Goldman Sachs employee is now a full-time real estate developer.  Gurwinder tuned in to show #18 and show #19 with Kevin Day, and has some pertinent questions about living trusts and irrevocable trusts. If you are looking for some nuanced asset protection tips, this show will surely interest you. Tune in now!  Timestamped Shownotes: 00:57 - Pancham welcomes Gurwinder to the show 03:06 - What is the difference between living trust and irrevocable trust? 04:36 - Which assets should you house in your living trust and your irrevocable trust? 05:48 - Should you rely on insurance for asset protection? Or is living trust or irrevocable trust a better option? 07:25 - How do you protect the equity in your house? Pancham explains the concept of equity stripping 3 Key Points: Difference between living trusts and irrevocable trusts Is insurance a good option for asset protection? Using equity stripping to protect your home equity Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page The Gold Collar Investor Show 18
In today’s show, we are joined by Ryan Gibson, Chief Investment Officer, Spartan Investment Group. Ryan shares some excellent information about self-storage investing that will be particularly interesting to those who are looking for some good, alternative investing strategies.  We start this show with Ryan revealing the basics of self-storage investing. What is self-storage investing? And who are their target customers? Interestingly, Ryan reveals that 70% of his customers are women.  Ryan goes on to explain his due diligence process which is quite different from a typical real estate investment. What are some red flags that you should watch out for? And, how can you discover lucrative markets where competition is low? Other topics discussed include different classifications of self-storage facilities, expected returns, and some practical tips for passive investors.  Tune in for some excellent insights!  3 Key Points: Understanding the basics of self-storage investing Different classification of self-storage facilities Why does a self-storage facility perform well during a recession? Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Spartan Investment Group Ryan Email Timestamped Shownotes: 02:10 - Pancham welcomes Ryan to the show 02:55 - How did Ryan get started in self-storage investing? 04:02 - Ryan explains his market selection process for self-storage investing 05:54 - Ryan shares his background information 07:04 - What is self-storage investing, and how do you many money from this asset class? Ryan explains in simple terms 08:03 - Why does a self-storage investment perform well during a recession? 10:12 - What kind of businesses required conditioned storage? 12:17 - Some red flags that you need to watch out for before investing in a self-storage unit 13:13 - Ryan explains how they at Spartan Investment conducts market feasibility studies 14:24 - Expert tips for passive investors who are considering the self-storage route 16:27 - Ryan explains how he analyzes rent/square foot while vetting a market opportunity 17:54 - Understanding the different classifications of self-storage facilities  17:54 - What is a Gen-One self-storage facility? 19:27 - Ryan reveals that 70% of his customers are women 20:23 - Gen - Two and Gen - Three self-storage facilities - Understanding the difference 21:22 - Is the self-storage industry on an upswing? 22:18 - Should you avoid entering over-saturated markets? 23:08 - Ryan explains how a high entry barrier can help you earn lucrative returns in certain markets 23:48 - What kind of returns can you earn from self-storage investing? 26:00 - Taking the Leap Round 26:11 - When was the first time you investing outside of the Wall Street? 26:56 - What fears did you have to overcome when you first invested outside of the Wall Street? 27:49 – Can you shared one investment that did not go as expected? 30:24 – What is one piece of advice that you would give to people who are thinking of investing on the Main Street? 32:15 - Ryan shares his contact information
Pancham interviews Dave Van Horn, CEO & Founder, PPR Note Co. Dave shares why notes investing can prove to be an excellent option to traditional Wall Street investing, and reveals how you can earn better returns without taking on undue risks. This show starts with Dave sharing the basics of notes investing. What are some primary factors that you should consider before investing in notes? And, can someone with zero prior experience also invest in notes?  Next, we talk a bit about performing and non-performing notes, and reveal the best option for you. Listeners will also learn how to conduct a proper due diligence before investing in notes.  Other topics discussed on this show are the advantages of investing in a notes fund, liquidity notes vs. income notes, expected returns, frequency of distributions and much, much more.  Timestamped Shownotes: 00:32 - What are notes? Pancham explains the nuances of notes investing in simple terms 01:05 - Pancham welcomes Dave to the show 03:03 - What attracted Dave to the notes investing in the first place? 03:29 - What is a note? 04:58 - Mortage vs. Note - Understanding the difference 06:17 - Factors to consider before you start investing in notes 09:33 - How can someone with zero experience start investing in notes? 10:54 - Performing Notes vs. Non-Performing Notes - Which is the best option for you? 11:53 - Can you invest in notes via the crowdfunding route? 12:30 - What are some prominent platforms for buying and selling notes? 13:48 - How to conduct due diligence while investing in performing notes 14:58 - Dave shares how due diligence for a junior lien differs compared to due diligence for senior liens 18:00 - What are some important factors that affect note pricing? 20:54 - Can you invest in notes as a passive investor? 21:30 - Can you run into compliance risks as a notes investor? 22:13 - How can you mitigate risk and generate better returns by investing in a notes fund? 22:40 - How does a liquidity notes fund work? What kind of returns can you earn? 24:45 - What about income notes fund? 25:52 - What is the frequency of distributions when you invest in a note?    29:06 - Taking the Leap Round   29:17 - When was the first time you invested outside the Wall Street? 32:35 - What fears did you have to overcome when you first invested outside of Wall Street? 34:30 - Can you share one investment that did not go as expected? 38:09 - What is one piece of advice that you would give to people who are thinking of investing outside the Wall Street? 41:43 - Dave shares his contact information 3 Key Points: Understanding the BASICS of notes investing Performing Notes vs. Non-Performing Notes - Which is the best option for you? How to conduct a proper due-diligence before investing in notes Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page PPR Note Co.  
In this episode, Pancham interviews Scott Lewis, CEO, and co-founder of Spartan Investment Group. Scott shares some little-known facts about RV Park investing, and reveals how you can generate excellent returns, both as a passive and active investor in this space. This show starts off with Scott sharing his background information. Scott reveals how he discovered real estate, and then RV Parks. How did Scott end up investing in an RV Park in west Texas? Why did he take on a huge risk of investing in a thoroughly mismanaged RV Park? Scott reveals his experience with managing and turning around his investment. This show will be particularly interesting to investors who are looking for alternative investments which generate higher returns. 3 Key Points: Understanding the nuances of RV Park Investing RV Parks vs. Camp Grounds – What is the difference? How to invest passively in a RV Park Timestamped Shownotes: 00:48 – Can you generate good returns by investing in RV Parks? 01:48 – Pancham introduces Scott Lewis of Spartan Investment Group to listeners 02:58 – How did Scott discover real estate? 03:27 – How did Scott’s first real estate investment pan out? 04:08 – Scott recalls how he founded Spartan Investment Group 05:22 – Can investing in RV Parks prove to be lucrative for you?  06:25 – Are RV Parks different from camp grounds?   06:40 – Scott explains the different categories of RV Parks ranging from the high end to low 07:31 – Do people stay in RV Parks throughout the year? 08:35 – Is there a standard rating for a RV Park? 10:48 – Learn some interesting details about a RV Park that Scott recently purchased in Western Texas 12:26 – Scott explains the economics of an RV Park 13:18 – Typically, what expenses does a RV Park owner bear? 15:21 – What is the expense ratio for an RV Park? 16:01 – How did Scott end up acquiring the RV Park in Western Texas? 17:25 – What is cap rate? Pancham and Scott explain in simple terms 20:27 – Is there a supply-demand mismatch in the RV Park space? 22:11 – Can you invest in a RV Park through a syndication? 23:08 – Taking the Leap   23:10 – When was the first time you invested outside of the Wall Street?  24:03 – What fears had to overcome when you purchased your first investment property? 26:10 – Can you share one investment that did not go as expected? 29:05 – What is one piece of advice that you should give to people thinking of investing in the Main Street? 30:19 – Scott shares his contact information 30:48 – Discover the Top SIX reasons for diversifying outside of the Wall Street 31:55 – Got questions? Get in touch with Pancham Resources: For more details visit: www.TheGoldCollarInvestor.com/show20 Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download Get in Touch: Scott’s Email Spartan Investment Group Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page
In today's show, we have Coach Trevor sharing some nuanced wisdom to help you lead a more fulfilling life. Are you unhappy despite of your material success? Do you like your high-paying job but feel like its golden handcuffs? If you are in this boat, the first segment of the show will be particularly interesting to you. Here, Coach Trevor shares why it is important to step out your comfort zone and take adventurous decisions that will eventually lead to a more fulfilling life.  Next, Trevor goes on to reveal the FIVE steps of success. He also walks us through his "Productivity Pyramid" - simple exercise that will surely force you to think and question your true priorities. We wrap up this show with "Taking the Leap" round where Trevor shares his many successes and failures as an investor. For all this and much, much more, tune in to this very special show now!  Timestamped Shownotes: 01:29 - Pancham welcomes Trever McGregor to the show 04:09 - Why cultivating gratitude is necessary for leading a happy and fulfilled life 05:42 - How breaking your life into small bits, and then striving for improvement can help you 07:55 - Are you feeling empty inside even though you have attained material "success"? Coach Trevor encourage you to be more adventurous  10:07 - How discovering your core beliefs can help you get rid of your gold handcuffs  12:52 - Trevor explains the "5 Keys to Success"  12:52 - Step 1 - Getting rid of your limiting beliefs 14:07 - Step 2 - How to gain clarity about your outcome 16:17 - Why did Pancham leave his high-paying job? 17:41 - Step 3- How to prepare an execution strategy that can help you achieve your goal 18:55 - Step 4 – Why time management is necessary to realize your big goal 21:41 - Step 5 - Do you have an accountability partner to egg you on? 23:55 - Time management tips for prioritization and getting more done 26:06 - Trevor explains the Productivity Pyramid consisting of brown time, green time and gold time 29:30 - How to cultivate a defiant mind set 31:20 - How a good Story can help you realize your true capabilities 35:03 - How a sound Strategy can help you achieve your goals 29:50 - Taking the Leap Round 29:50 - When was the first time you invested Outside of the Wall Street 40:53 - What fears did you have to overcome when you first invested outside the Wall Street? 41:45 - What was one investment that did not go as expected? 43:33 - What is one piece of advice that you would give to people who are thinking of investing in the Main Street? 45:41 - Trevor shares his contact information 3 Key Points: How to cultivate a defiant mindset for meeting your goal The 5 Keys to Success Understanding the Productivity Pyramid and the difference between green time, brown time and gold time Resources: Trevor’s Website Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page
Today, we are back with another Ask Pancham Show. Today's question is about Gold Collar Banking. Can we consider Gold Collar Banking to be an investment? Great question. Pancham explains why Gold Collar Banking can be considered as an investment for some, and not for others. Then, he proceeds to explain this investment strategy by using easy to understand scenarios. Pancham explains why you should consider borrowing against your money for making investments or purchases. Listeners will learn how they can leverage the power of compound interest.  Towards the end, we list SIX benefits of this financial strategy. Topics discussed include making your money work in multiple places, saving tax dollars, availing creditor protection, and much, much more. Tune in for some excellent insights! 3 Key Points: How to leverage the power of compounding to earn higher returns How to protect your money against creditors How to make your money work in multiple places Resources:   Listen to full banking show here For free consultation, fill out a form here: www.TheGoldCollarInvestor.com/banking Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page  
In this episode, Pancham interviews Matthew Picheny and Erica Lynn Schwartz. Matthew and Erica share how you can invest and earn handsome returns by investing in Broadway shows.  This show starts out with our guests, Matthew and Erica sharing their backgrounds. Matthew has an investing background while Erica comes from theatre. Our listeners are in for a treat as Erica, next explains how the Broadway show business functions. What is the typical cost of producing a Broadway show? How can you invest in a Broadway show? Can you earn assured returns by investing in Broadway shows? Matthew and Erica reveal their investment philosophy and share how you can multiply your investment manifold by investing in this little-known Main Street vehicle.  Tune in for some very interesting insights! 3 Key Points: How to invest in a Broadway show What sort of returns can you earn by investing in a Broadway show? How to mitigate risk and earn great returns by financing Broadway shows Resources: Gold Collar Investing Show Number 5 Avalon Road Productions For more details visit: www.TheGoldCollarInvestor.com/show22 Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page
Pancham interviews Darren Doyle, founder, International Coffee Farms. Darren reveals how US citizens can generate good returns by investing in coffee and cacao farms in Panama and Belize. This show starts with Darren revealing how he started his Panama and Belize operations six years back. He goes on to explain the process of buying agricultural land, and clearly explains the pros and cons of this investment strategy. Is investing overseas in agricultural land a safe bet for investors? What is the annual return that you can generate from such investments?  Darren also shares some common mistakes that investors make, and how to avoid them. We wrap up this show with our “Taking the Leap” round.  Resources:For more details visit: www.TheGoldCollarInvestor.com/show21 Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download
Pancham interviews Dan Meadors, co-founder, The Wholesale Formula.  Dan walks us through his Reverse Wholesale Sourcing model and reveals how you can generate millions of dollars in revenue by partnering with Amazon best-sellers. This show starts with Dan revealing how you can vet sellers on Amazon. How do you discover underdeveloped sellers who can potentially generate profits for you? Dan shares 3 critical criteria that have helped him build his own business.  But, is Dan’s strategy a capital intensive one? Can you run this business as a side-hustle alongside your day job? And what sort of ROI can you expect once this business is up and running? This show will particularly interest those looking for ways to generate additional income in a risk-free manner. For all this and much more, tune in to our latest show now! 3 Key Points: How to deploy a risk-free, scalable business strategy by partnering with Amazon sellers Are a majority of Amazon’s products underdeveloped? What sort of returns can earn once you deploy Dan’s Reverse Wholesale Scaling model? Resources: For more details visit: www.TheGoldCollarInvestor.com/show20 Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download Sign up of once in a year free training! Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page Signup for the once in a year free training!
Pancham interviews Kevin Day, Asset Protection Attorney, Day & Associates Incorporated.  In this second segment of the show, we discuss asset protection strategies for risk mitigation in case you are sued. Did you know that you can lose everything that you own (including your home) in case you are involved in a car accident? What if your tenant slips and hurts himself seriously? Or, what if the boiler or a pipe bursts causing bodily harm to a third person? While such untoward incidents are outside your control, you can certainly do your bit to limit your liabilities and protect yourself as well as your family.   In today’s show, we first categorize assets and then reveal the best way to protect them. Strategies discussed include forming LLC’s, Equity Stripping and Forming Trusts. But, is a LLC or a trust completely lawsuit proof? As per the statute of limitations, is there a time period beyond which you cannot be sued?  For all this and much more, tune in to our latest show now! 3 Key Points: Understanding the concept of Homestead Exemption How equity stripping can help you protect your real estate from unforeseen liabilities Statute of limitations, and the maximum period beyond which you cannot be sued Resources: Previous show on succession planning: www.TheGoldCollarInvestor.com/show18 The Gold Collar Investor Show 5 For more details visit: www.TheGoldCollarInvestor.com/show19 Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page
Pancham interviews Kevin Day, Asset Protection Attorney, Day & Associates Incorporated.  Kevin goes over the minutiae of wills and trusts as he highlights why sound succession planning is critical. If you are like me, you might not have given estate planning any thought at all. After all, you do expect to live till you are old and wrinkled. Right? But, what if you get hit by the proverbial bus?  In today’s show Kevin reveals how succession planning can save your family from financial duress. Topics discussed in today show include probate, revocable and irrevocable trusts, pour-over will, and much, much more. Tune in for some excellent insights! 3 Key Points: Understanding the basics of succession planning How are your financial affairs handled if you don’t leave behind a will? Wills vs. Trusts – Analyzing the Pros & Cons Resources: For more details visit: www.TheGoldCollarInvestor.com/show18 Download free report on top 6 reasons to invest outside of wall-street: www.TheGoldCollarInvestor.com/download Get in Touch: Pancham’s Email The Gold Collar Investor The Gold Collar Investor Facebook Page
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