More with David

TAX COUPONSWealthy people like Donald Trump and Warren Buffet are famous for publicly declaring how little they pay in income taxes by using the full provisions available to them in the federal tax code.Stuffing money into tax deferred plans like 401ks, IRAs and other plans like this only delay the tax problem -- there are better alternatives. Tax coupons (conservation easements, film credits, fee simples, and others) are examples of ways the wealthy pay only a fraction of their income ...

Traditional retirement solutions are broken, they leave people with massive tax and market risks with only a 'fingers crossed' hope that their money won't run out.Americans used to have certainty about their retirement. They would get a guaranteed check for life from social security and from their pension. Unfortunately these certainties are all but goneNow Americans are left with retirement accounts that are fully invested in the stock market. And you know what they say about having all your...

Our guest, Jason Sterner, is the founder and CEO of Southern Homestay, LLC, whose mission is to help people start up their own Airbnb businesses. Self-taught and willing to try everything, he has helped countless people achieve their goal of having short-term rentals and being able to use those to make money. He is a firm believer of teaching what he and his family had experienced first hand about business, life and everything in between.In this episode, Jason and I talk about his experience in starting his own Airbnb business, how he manages them, and how he acts like a consultant to those who want to start their own Airbnb gig. To get in touch with Jason, you can visit his social media and his company websites below.  Facebook: https://www.facebook.com/Jasonsterner78LinkedIn: https://www.linkedin.com/in/jason-m-sterner/Southern Homestay, LLC: https://www.facebook.com/pg/southernhomestayllc/about/?ref=page_internal

Amy Ransdell guest stars today on the fifth installment of our More With David podcast. Amy is an active real estate investor, an investment coach and strategist, a real estate broker, a speaker, and a whole lot more. A true Yoda of the real estate industry. She has been buying, renovating, and wholesaling homes for over 15 years. In this episode, Amy and I talk about the people, actual people who we talk to and interact with, who we should keep within our circle, so we can keep more, make more, and live more. We talk about how important it is to be delegating things, so we focus on more important things, a.k.a having a VA.To get in touch with Amy, you can visit his social media and his company websites below.  Facebook: https://www.facebook.com/artist.amyLinkedIn: https://www.linkedin.com/in/amy-ransdell-realtor-atlanta/Email: amyransdell@southeasternhometeam.com

Don Blanton, our guest on today's episode is the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry. He is a speaker for top financial planners, a husband to his college sweetheart, and a father to two wonderful children who are now successful in their own way.Don and I spoke about faith and how it affects our work and our retirement or future lifestyle, as Don prefers to call it. To get in touch with Don, you can visit his social media and his company websites below.  Facebook: https://www.facebook.com/moneytraxincLinkedIn: https://www.linkedin.com/in/don-blanton-92b53b10MoneyTrax: https://www.moneytrax.com/

In this episode, our guest Stacy Rossetti, founder of the South Atlanta REIA and the owner of Diamond in the Rough Solutions, a real estate investment company, talks about her experience in handling multiple income streams like real estate and owning storage units and how downsizing her whole life and work has helped her and her family keep more, make more, and live more. She is one of the few people that actually owns a business without being a part of that business. How rare is that?To get in touch with Stacy, you can visit her social media. Please check the links below.  Facebook: https://www.facebook.com/sarowlesLinkedIn: https://www.linkedin.com/in/stacyrowlesInstagram: https://www.instagram.com/drhousehunterWebsite: https://southatlantareia.com/

In this episode, I have invited the Founder and CEO of Drive Planning, Todd Burkhalter, to be our guest for today's "foundation" podcast. Todd has been in the financial service industry since 1997. He is a member of The National Association of Insurance and Financial Advisers and a Certified Senior Advisor. He has taught and driven a lot of people to become more successful in their quest to having financial literacy and stability.Drive Planning provides comprehensive and creative financial for people and businesses and promises that if they follow through with the strategy that they will keep more, make more, and live more. We tackled the topic that most investors and also those who aspire to become investors all want to know: Is the stock market a good place to put your money especially in light of the upcoming Presidential elections?To get in touch with Todd, you can visit his social media and his company websites. Please check the links below.  Facebook: https://www.facebook.com/toddburkhalterLinkedIn: https://www.linkedin.com/in/toddburkhalter/Twitter: https://twitter.com/toddburkhalterWebsite: https://toddburkhalter.com/Email: todd@toddburkhalter.com

I have invited a good friend of mine, Frank Iglesias, to be the guest in the Pilot episode of my More with David Podcast series. Frank was an IT for 15 years here in Atlanta before he started venturing into real estate investing in 2008. He is now the business owner of Working With Houses and his company is currently overseeing over $10,000,000 in current deals. He is an investor, an educator, and a speaker for Fortune Builders Mastery.Frank and I spoke about startup experiences, how he got into real estate, markets, partnerships, and his suggestions on how we can become a better version of our entrepreneurial self.To get in touch with Frank, you can visit his social media and his company websites. Please check the links below.  Facebook: https://www.facebook.com/frankiglesias7LinkedIn: linkedin.com/in/frank-iglesias-755415b9Working With Houses: https://workingwithhouses.com/

When you listen to Dave Ramsey and throw large chunks of money (a big bonus or a big commission or money from a house flip) at consumer debt -- like credit card debt, student loan debt, auto debt, etc -- you are LOSING YOUR OPPORTUNITY for that money to build wealth!Here is a better way to both BUILD WEALTH and PAY OFF DEBT.1. Refinance your consumer debt (nerdwallet.com or sofi.com)2. Buy an income producing asset with your 'chunk' of money3. Use the income from the asset to pay down the deb...

In this episode, David interviews CEODylan, creator of Producer Grind. Dylan is a music producer, entrepreneur and podcaster. He will share with you his journey to becoming a successful music producer and valuable lessons he learned along the way. Things you will learn in this episode:How he started his career in music production & podcastingThe importance of self-development & knowing your craftAdding value to others and being a problem solverWhy you should utilize social ...

In this episode, David interviews author, real estate investor, and business owner of 100 Percent Financed, Juan Pablo.  Juan reveals how to use credit cards to buy multi-family properties to grow wealthThings you will learn in this episode:How to convert your credit score into money to purchase income-producing assetsThe two types of business funding optionsHow to access business funding with no collateral, tax returns, or bank statementsThe requirements to access business funding to purchase multi-family investmentsHow to liquidate business credit cardsThe importance of having multiple exit strategies to pay off your good debtThe importance of mentorship and reading books on self-development & increasing your skill setsHow you can access free tools & resources on real estateResources mentioned in this episode:100percentfinanced.comBooks to read:Quit Your Day Job, Juan PabloThink & Grow Rich, Napolean HillRich Dad, Poor Dad, Robert Kiyosaki7 Habits of Highly Successful People, Stephen Covey4 Hour Work Week, Tim FerrissScience of Getting Rich, Wallace WattlesConnect with Juan:100 Percent Financed YouTube channelJuan Pablo (LinkedIn)@100percentfinanced (IG)@people_mentor (Twitter)

When Joe Jordan’s father died when he was only 6 months old, his mom had to figure out how to raise him and his 3 siblings in the Bronx without any financial windfall.  This is why Joe has made it his passion and campaign to call attention to the need for MORE THAN JUST A RETIREMENT PLAN but for Americans to have a plan that takes illness, long term care and all concerns -- what he calls a TOTAL PLAN -- in place."There is no nobler profession in the world than the trusted financial advisor who can protect the innocent if someone dies prematurely so that people have peace of mind,who can provide people with a worry-free retirement with an income that they can’t outlive so that they can maintain their independence,and who can protect that income if they get sick so they can maintain their dignity and finally leave a legacy when they die.”   www.Josephjordan.com 

I’ve always said that formal education is under-rated, sometimes even a scam.  However acquiring an education for yourself is the only way that you can grow in value to the marketplace  -- which is the secret to success.  In this show I interview Aaron Morrison, founder of Wyldfyre Dynamics - a coaching company that helps it’s clients clarify their vision, develop a plan to make it eality, and get BETTER RESULTS FASTER. Aaron shares his engaging story of how he evolved from a roofer to a real estate investor to now become an at-large NLP master and success coach.  On this journey he quickly realized that so many of the problems people and businesses face are rooted in a lack of self-awareness, of the power emotions have over us and the lack of attention or knowledge of mindset.  His defining moments were in finding the abundance mindset community of real estate investors led by Amy Ransdell and then mastering the technology of NLP (Neuro Linguistic Programming -- a philosophy of self-awareness, persuasiveness and especially techniques whereby people can take control of their emotions, state of mind and therefore their future). I enjoyed discovering that control of your emotions can be INSTANTANEOUS when you have the right tools and techniques to understand them and shift their momentum.  I think this conversation will stretch your understanding of what it takes to take control of your life in order to have abundance in every sphere.Books Aaron recommends: Tony Robbins Unlimited Power  Napoleon Hill’s Think and Grow Rich Maximum Acheivement by Brian TraceyOther resources to begin breaking through to greater self-mastery, success and abundance Aaron mentions are The Big Leap by Gay Hendricks, and the podcasts and youtube videos available by Dean Graziosi, Tony Robbins, Bruce Lipton,  and Grant CardoneKey words self-improvement emotional intelligence NLPNeurolinguistic ProgrammingGrant CardoneTony RobbinsAbundanceSuccess hacksSuccess secretsFacebook https://www.facebook.com/aaronmorrison.realtorAnd https://www.facebook.com/wyldfyredynamics/

Maybe you have been wondering “WHY LIFE INSURANCE?”  There is so much confusion about what life insurance is, what it is for, how much do I need, do single people need life insurance -- on top of that stir in the even more complex questions: Should I buy term insurance or permanent insurance like whole life or universal life?Why would ANYBODY ever buy whole life insurance in the first place?Is the life insurance I have through my work enough or should I also have a policy that I own for myself?With all of these questions people face the major obstacle of COMPLEXITY.  It appears that life insurance is too complex, and we all know that COMPLEXITY IS THE ENEMY OF EXECUTION. So a lot of folks just shrug their shoulders, cross their fingers that they have enough life insurance, and move on. This is probably why the number of Americans that own independent life insurance policies is only 44%!  In this episode I speak with Don Blanton, president of MoneyTrax who has been on a campaign for over 30 years to help people understand how life insurance works and how much you need.  He has been noted as being critical of life insurance companies for doing a poor job in understanding and explaining their own products.  What I found best in this interview was the following: The difference between life insurance as a WANT product versus a NEED productWhy 5x your salary is a terrible formula for determining how much you needThe foundational question you need to answer isn’t ‘how much’ but ‘what do you really want to happen?’Why life insurance companies love to sell term insurance (because they only have to pay out less than 2% of them)How wealthy people use some types of life insurance to grow their wealth.One helpful video that I offer to my clients to help them better understand life insurance and how it works is this 10 Minute Lesson On Life Insurance.To get in touch with Don, you can visit his social media and his company websites below.  Facebook: https://www.facebook.com/moneytraxincLinkedIn: https://www.linkedin.com/in/don-blanton-92b53b10MoneyTrax: https://www.moneytrax.com/