Business Credit is one of the most powerful and risk-free tools available for your #business and I want to show you how we hacked the system to quickly #buildbusinesscredit
Small business grants are a great way to fund a business. However, they are rarely enough. Here’s why small business grants should be more supplement than support, and how to find the financing you need to fully fund your business.
Check Out FREE MONEY … Or Is It Really Free?
Watch and Enjoy!
Ty Crandall
Key Moments in This Episode
========================
Introduction
📌 Benefits and downside to small business grants
📌 Small business grant options
📌 Small business grant alternative
📌 Tips for applying
Recap
What to Watch Next
========================
Learn All About Business Credit 👉 
• Why People Think Business Credit Won’...
Resources
========================
Get my book, Business Credit Decoded, here: 👉 https://www.amazon.com/Business-Credi...
Get your FREE training here: 👉 • Why People Think Business Credit Won’...
Business Financing Made Easy:
Business Loans: 👉 https://www.creditsuite.com/business-...
Business Credit: 👉 https://www.creditsuite.com/business-...
Learn more about Ty Crandall
========================
Website: 👉 http://tycrandall.com
Twitter: 👉 https://twitter.com/TyCrandall
Facebook: 👉 https://www.facebook.com/ty.crandall
👉 How FUNDABLE is your business? Find out how with our FUNDABILITY QUIZ here…https://www.creditsuite.com/youtube-f...
❤️ Get tips and tactics to get business credit and financing to start and grow on our social channels:
Podcast https://www.creditsuite.com/podcast/
Instagram https://www.instagram.com/creditsuite/
Twitter https://twitter.com/CreditSuite1
Facebook https://www.facebook.com/CreditSuite
LinkedIn https://www.linkedin.com/company/cred...
👉 Subscribe to our channel here / creditsuite
Credit Suite gives your business a path to fund itself so that you can stop asking friends and family (or opening your own wallet) when your business needs cash. Credit Suite improves fundability, helps you build business credit, and get business loans and credit lines so that you can grow your business with confidence.
Make sure that your business meets all lending guidelines before you apply. Build credit in your business name and with your EIN so that you don’t have to personally guarantee business finances. Get loans and credit lines so that your business can continue to GROW. With Credit Suite you can get the capital you need to succeed and grow! Learn more at www.creditsuite.com.
Is 2022 not your year for business credit? Or wish you could have done more? Join us today and plan your 2023 business credit. #businesscredit #buildbusinesscredit #fundability
Join us for our exclusive training to outline your 2023 Blueprint for Business Financing Success! In this training, we outline everything you need to get all the funding you need for the New Year! #financingblueprint #businessloans #businesscredit #fundability
Want the secret to find your FAVORITE #businesscredit vendor? Join our Live as we show you how to find and get approved for the most valuable #net30 account for your growing #business!
For your next business loan, go to: https://www.creditsuite.com/business-loans/
Resources:
CS Website: https://CreditSuite.com
27 Ways to Fund Your Business: https://utm.io/ud4Om
Business Credit Building: https://crdt.st/udFBj
Sief Khafagi is an ex-techie turned real estate investor who has helped thousands diversify into real estate after spending nearly 5 years at Facebook where he built the 2nd largest engineering organization across the world. 1000+ hires later, it hit him: a company’s most important asset is its people.
Today, he’s the founder of Techvestor, which helps real estate investors and busy professionals passively invest in the emerging asset class of short term rentals (aka Airbnbs) and build for their lifestyle. All investors get to use the properties they invest in, further creating utility AND returns. Techvestor’s advisors include folks from AirDNA, Realtor.com and Bigger Pockets.
During the show we discuss:
-
What Short-Term Rental Is
-
The Advantage of Short-Term Rental Over Other Real Estate Investments
-
The Type of Properties That Qualify for Short-Term Rental
-
How Short-Term Rentals Differ from Other Property Rentals in Terms of Regulations
-
How to Choose the Right Area for Short-Term Rentals
-
Where to Get Leads of Properties That You Could Invest In for Short-Term Rentals
-
How to Secure Financing for the Property
-
How Much Investing in Short-Term Rentals Costs
-
The Usual Costs in Running a Short-Term Rental
-
How to Maximize Your Short-Term Rentals to Make More Profit
-
How to Make Your Short-Term Rental Standout Over Competitors
-
The Best Tips in Running a Successful Short-Term Rental
-
Why You Should Consider a Property Manager to Help You Run Your Rental
Resources:
https://techvestor.com/
Ryan Niddel is a CEO, Board Member and Entrepreneur. He is also the leading authority on improving revenue of companies by improving EBITDA through increased operational efficiency, lean manufacturing principles and more.
He has helped with the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M.
Niddel has successfully tripled the revenue of more than 5 companies in under 2 1/2 years adding an extra $950M in valuations.
During the show we discuss:
-
Why It’s Important for a Company to Grow
-
The Key to Rapid Revenue Growth
-
Why Simplification is So Important
-
The 148 Proven Profit Processes and How They Can Affect the Growth of Your Company
-
Why It’s Important to Create Internal Systems that scale?
-
How to Scale Your “EBITDA”
-
The Factors and Ways to Improve Your Company's Growth
-
How to Improve Process Efficiency
-
How to Improve Your Team
-
How to Improve Your Margins
-
How to Increase New Client Count by a Minimum of 10%
-
How to Optimize and Automate Systems
-
When to Bootstrap and When to Raise Capital
-
How to Reach Exponential Growth
Show Resources:
https://ryanniddel.com/
Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing.
Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner.
During the show we discuss:
-
What Estate Planning is
-
Why Estate Planning is Important
-
What a Will is
-
Why You Need a Will
-
The Typical Problems That a Will Resolves And/Or Avoids
-
How do I start planning and creating my will
-
What a Well-Thought-Out Will Contains
-
How Often Should You Revisit and Update Your Will
-
The Next Steps After You’ve Created Your Will
-
What Happens to Your Estate if You Pass and Don't Leave a Will
-
The Other Estate Planning Documents You Should Consider Having Aside From a Will
-
Why You Should Consider Having an Estate Planner
-
The Qualities You Should Look For in an Estate Planner
Resources:
https://www.dontleaveamess.ca/
Kevin Maney is a journalist who has been covering tech and society for 30 years, and the author of Play Bigger: How Pirates, Dreamers, and Innovators Create and Dominate Markets.
Kevin is a partner at Category Design Advisors where Kevin and his team guides leadership teams to help them define, develop and ultimately dominate a new category of business.
During the show we discuss:
-
What Category Creation is
-
Why Category Creation is Important in Marketing
-
List of Companies that Have Successfully Created a New Category in Their Market
-
The Things to Consider Before You Start Creating a New Category
-
The Steps Involved in Creating a New Category in the Market
-
The Usual Challenges in Launching a New Category in the Market, and How to Overcome Them
-
Why Defy “Gravity” and Not Get Sucked Back into the Old Way of Doing Things
-
The Best Practices in Successfully Launching a New Category in the Market
-
How to Measure the Success of Your Category Creation Efforts
-
How Your Business Can Protect Your New Category and Defend Against Competitors Entering Your Market
Resources:
https://www.categorydesignadvisors.com/
Eddie Rodriguez, CFC, is a 30+ year successful, serial entrepreneur, and has been a Certified Franchise Consultant for over 15 years.
Eddie is the Founder/CEO of The Franchise Tailor, a franchise consulting group that helps people find their best next life via franchise ownership.
Eddie is also an esteemed member of The Forbes Coaches Council, and has helped hundreds of people find their best fit franchise to build their next best life via franchising.
During the show we discuss:
-
What a Franchise is
-
How a Franchise Business Works
-
The Advantage of Owning a Franchise Over Having an Independently-Owned Business
-
Why Should You Invest in a Franchise over Other Investment Options
-
How Much Money You Need to Have to Invest in a Franchise
-
Where to Get Funding for Your Franchise
-
How to Determine Which Franchise is the Best Fit for You
-
The Questions You Must Ask a Franchisor Before Committing
-
The Things You Need to Know Before Buying a Franchise
-
The Next Steps You Need to Do After Buying a Franchise
-
The Typical Costs and Fees Related to Buying and Owning a Franchise
-
How to Maximize Profit as a Franchisee
-
Why You Should Use a Franchise Consultant to Help You Start Investing in a Franchise
-
The Help a Franchise Consultant Can Offer to a Franchisee After Buying a Franchise
Resources:
https://www.thefranchisetailor.com/
Send an email to eddie@thefranchisetailor.com
Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.
Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America.
Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.
During the show we discuss:
-
What a CFO Does in a Typical Business
-
What a Virtual CFO Does and How They Can Help You
-
What Forecasts Are and How They Can Help You Grow Faster
-
How to Differentiate Between a Bookkeeper, Controller, and CFO
-
When to Know When You Need a Bookkeeper, Controller, and CFO
-
What a Fractional CFO Does and How to Have One for a Very Low Cost
-
The Type of Services That a Virtual CFO Can Assist With
-
How Much Cash You Should Have in the Bank Account at Any Time
-
Why Business Wwners Struggle to Get to Profitability and How to Fix It
-
Why a CFO Can Function as Your Business GPS
-
How a Proper Financial Forecast Can be Created and Help You Make More Profits
-
The Biggest Financial Mistakes Business Owners Make and How to Avoid Them
-
How Often Should You Meet with Your Fraction CFO
-
Why the Demand for Fractional CFOs is Exploding
Resources:
https://www.summitcpa.net/
Paul McManus is the founder of More Clients More Fun LLC, MCMF Publishing,
Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar
Producer Show Podcast.
He has worked closely with over 500+ financial advisors, CPAs, life insurance producers,
and business advisors since 2015. He is also the author of Million Dollar Producer: The
Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn.
During the show we discuss:
-
Why Write a Book to Attract Ideal Clients
-
The Edge of Writing a Book Over Other Marketing Methods
-
Content to Include in Your Short Book
-
The Common Mistakes / Challenges in Writing a Book, and How to Avoid / Overcome Them
-
The Best Practices in Writing a Book
-
Factors to Consider Before Writing a Book
-
What a Short Book is
-
The Benefits of Writing a Short Book Over a Longer Book When It Comes to Reaching Your Target Clients
-
How the Writing and Publishing Processes for a Short Book Differ from Traditional-Length Books
-
Why Make Your Book Into an Audio Version
-
How Much You Should Sell Your Books for
-
How Much Time It Typically Takes to See Results in Writing a Book
-
How to Ensure that Your Book is Discoverable by Your Target Clients
-
The Steps You that You Should Take After Publishing Your Book to Continue Attracting Target Clients
-
How to Use Your Book’s Content in Other Marketing Materials and Initiatives
Resources:
https://linktr.ee/paulgmcmanus
https://www.theshortbookformula.com/
Sach Jhangiani is the Co-Founder and CMO at Elevate.Money, where he provides alternative investment access to millennials via its tech-driven platform by offering fractionalized interests in commercial real estate portfolios to non-millionaires via a seamless and user-friendly digital interface.
Sach had a successful 15+ year career at Credit Suisse and made it to the top of the ranks as a Managing Director.
In 2016, Sach left his job and moved to the West to recalibrate. Over the next several years fell in love with digital marketing and communication and found the drive to share his knowledge from wall-street and help make the world a more level-playing field when it comes to building wealth and taking ownership of one's finances.
During the show we discuss:
-
How Much Work is Involved in Making Money in Commercial Real Estate on Your Own
-
What Real Estate Investment Trust (REIT) is
-
How REIT works
-
How to Get Started in Commercial Real Estate Investing in Only 4 Minutes
-
Why REIT’s are Good Investments in This Day and Age?
-
The Types of Investments You Should Consider when Investing
-
The Types of REIT’s, and the Best REIT to Invest In
-
The Edge of REIT over Other Alternative Investments
-
The Advantages of Investing in REIT Over Owning a Rental Property
-
Renowned Examples of REIT’s
-
How to Invest in REIT’s
-
How Much Money You Need to Start Investing in REIT’s
-
How Much Money You Can Make in Investing in REIT’s
-
The Things You Should Consider Before Investing in REIT’s
-
How to Know if REIT’s are the Best Investment for You
-
Where to Invest in REIT’s
Resources:
https://www.elevate.money/
Jermane Cheathem is a minimalist entrepreneur who travels around the world full-time while using simplicity to get what we all want: financial freedom.
Jermane is the Sales Director at DaoFinancial. He specializes in helping medical equipment/devices sellers win more business and loyal customers by offering finance programs to their clients.
With over 17 years of expertise in medical equipment finance, his passion is finding creative solutions for all of his clients so they can thrive in their businesses.
During the show we discuss:
-
Why Equipment Financing Demand is Extremely High, and How You Can Fill that Void
-
Why Nearly 80% Equipment is Financing and How You Can Benefit from That
-
Why equipment dealers are hungry for a good financing relationship
-
Why You Should Consider Equipment Financing as a Way to Make Money
-
How to Use LinkedIn to Get Leads
-
How to Build Sales Systems that Help You Convert More Sales
-
How to Have Equipment Dealers Get Your Leads for You
-
How to Help Customers with Good and Bad Credit Get Approved
-
How to Get 80%+ Approval Rates for Equipment Financing
-
The Type of Money You Can Make on Equipment Financing
-
How to Make $10,000+ Per Equipment Deal
-
How to Choose the Right Niche for Equipment Financing
Resources:
Mohit Tater is a serial entrepreneur, investor, and consultant. He founded BlackBook Investments and quickly became a recognized expert investor in online businesses and digital assets.
In the past 5 years, using the skills and strategies he's been optimizing, Mohit has created hundreds of thousands of dollars in cash flow and profits after making online investments in eCommerce, advertising, and affiliate as well as service-based businesses.
Mohit has extensive experience in SEO, content marketing, social media marketing, and conversion rate optimization. He has worked closely with brands such as eBay, Groupon, Microsoft, Nokia, and many more on their digital marketing strategies.
During the show we discuss:
- What Digital Assets Are
-
How Digital Asset Investments Work
-
Why Invest in Digital Assets Over Other Non-Traditional Investment Models
-
Famous Examples of Digital Assets-Based Businesses
-
The Different Types of Digital Assets You Can Invest In
-
The Best Digital Assets to Invest in Right Now
-
How to Invest in Digital Assets
-
How Much Money You Need to Start Investing in Digital Assets
-
How Much Money to Expect to Make in Digital Asset Investments
-
The things You Should Consider Before Investing in Digital Assets
-
Platforms to Use to Invest in Digital Assets
-
What to Look For in a Digital Assets Investment Manager
Resources:
https://blackbookinvestments.com/
https://blackbookinvestments.com/investor-questionnaire/
https://flippa.com/
Thomas “Ai Nerd” Helfrik is a technology guru, business innovator, and CEO of Instantly Relevant, Inc. (instantlyrelevant.com). Using a combination of emerging AI technology and expert human insight, his company helps founders, entrepreneurs, and startups earn more traffic, tap into new revenue streams, and capture the attention of “relevant” audiences.
His data-driven approach uses customized content and social media engagement to help growing businesses reduce their time on social media while creating millions in revenue and growing accounts for customers. Thomas has a humorous and larger-than-life personality that creates unmatched customer experiences for clients.
During the show we discuss:
-
What to know about Chat GPT
-
How Companies Like Google Can Determine If Content is AI-written
-
Why Leverage a Partner to Scale Marketing
-
Is A.I. Enough for Creating Content
-
5 Things You Should Use AI For that You’re Not Thinking About
-
Why You Should Stop Chasing "Perfect" in Your Content Creation
-
Things Most Brands Go Wrong with Their Social Media Approach
-
How Technology-Driven Marketing is Different than Traditional Marketing
-
The Top Reasons Why Your Business Needs A Strategic Content Plan to Accelerate Business Growth and Amplify Your Brand
-
How to Save Tons in Marketing Budget While Rapidly Increasing Content and Engagement
-
How to Use AI To Bridge The Communications Gap Between Brands and Target Audiences
-
The Social Media Platform With the Most Value Right Now
-
How to Best Support Your Customer with Their Changing Needs
-
How to Help a Founder that Needs Agility and Flexibility in What They are Doing
Show Resources:
Text 314-954-6900, and say you heard him on Ty Crandall’s show
Sarry Ibrahim is a financial consultant and health and life insurance agent who specializes in serving high net worth individuals, real estate investors, business owners, and retirees. He has extensive experience transitioning retirees from retirement plans to individual Medicare plans and has a reputation for putting his clients first.
Sarry is known for his ability to provide financial strategies that protect assets and for his expertise in identifying areas of certainty in financial projections. He has earned the trust and confidence of clients over the years and helps business owners protect their assets from various risks as a licensed advisor.
During the show we discuss:
-
What Financial Asset Protection is
-
The Common Financial Assets that You Want to Protect
-
The Common Risks to Financial Assets, and How They Can Be Mitigated
-
The Common Mistakes that People Make When It Comes to Protecting Their Financial Assets
-
How to Start Creating a Financial Plan
-
How to Choose the Right Investment Strategy
-
The Role of Insurance in Protecting Financial Assets, and How to Choose the Right Policies
-
What a Trust is, and What Its Role is in Protecting Your Financial Assets
-
The Benefits and Disadvantages of Having a Trust
-
How to Minimize Your Tax Liability While Protecting Your Financial Assets
-
How to Minimize Debts While Protecting Your Financial Assets
-
How to Take Advantage of Technology in Protecting Your Financial Assets
-
How to Choose the Right Financial Advisor
Resources:
https://thinkinglikeabank.com/
https://finassetprotection.com/
https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you
Joe Ardeeser is a former digital agency owner of 12 years. He’s worked with notable brands such as Bluetooth, T-Mobile, and Scantron and built his agency from just himself to a team of 12.
After selling his agency, Joe decided to take his passion for sales and proposal writing and create Smart Pricing Table - interactive proposal software that cuts down on back and forth, incorporates upsells and helps generate proposals at lightning speed.
As a small business owner, Joe learned that so much of being successful comes down to closing quality clients quickly. Joe loves talking about all things business-related but in particular, enjoys discussing proposals, systems and operations.
During the interview we discuss:
-
What a Business Proposal is, and Why You Should Write One
-
What a Good Business Proposal Contains
-
What You Should Avoid Including in a Business Proposal
-
Why Your Business Should Invest in Your Proposal Process
-
How You Can Write Better Business Proposals
-
The Challenges in Writing a Business Proposal, and How to Avoid/Overcome Them
-
What and How to Prepare Before You Start Writing a Proposal
-
How to Maximize Engagement from Prospects After Sending Proposals
Resources:
https://www.smartpricingtable.com/
Axel started Wizest by bringing together the co-founding team around a clear vision and mission: building a solution that makes investing more approachable, collaborative and transparent.
After an early career in France and Spain as an industrial engineer working mainly in the automotive industry, Axel came to the US to get his MBA from MIT.
He then started his finance journey, serving as the head of strategy and transformation for two banks, leading areas like strategic and commercial planning, product development, marketing, operational efficiency, compliance, digital transformation and M&A. During this time managed an online bank, VirtualBank, and, before starting Wizest, launched another online bank, one from scratch, TotalDirectBank.
During the show we discuss:
-
How to Choose the Right Investment for You
-
Th Good Investments for Those That are Just Starting
-
The Low-Risk Investment Types That Have Decent Returns
-
The Best Investments to Take Advantage of In The Market Right Now
-
The Most Promising Startup Investments to Check Right Now
-
How to Start Investing
-
How to Get Funding for Your Investment
-
The Best Next Steps to Take After You’ve Made Your Investment
-
Where to Look for The Best Financial Advice in Making Investments
-
Tips/Strategies to be Successful in Investments
-
The Differences Between Traditional and Modern Investments
-
How to Take Advantage of Technology in Making Investments
Resources:
https://www.wizest.com/
Don W. Long is a respected entrepreneur of two businesses that have generated more than $100 million in sales. Don has authored several books including his international sales book Sell or Don’t Eat.
Don’s cross-disciplinary teaching style is a match for corporate training, conferences, panels, workshops. As an experienced entrepreneur and speaker, Don inspires audiences to seek radical transformation through his direct, relatable, and passionate speaking style.
During the show we discuss:
-
The 3P’s of Developing Your Sales System
-
Why You Need to Systematize Everything
-
How to Develop the Policies, Processes, and Procedures to Scale Your Company
-
How to Sell When You Suck at Selling
-
How to Make a Client Experience Map that Will Keep Your Clients From Wanting to Leave
-
The 3P’s of the Hiring Process
-
The Best Practices in Team Communication
-
How to Develop New Leaders in Your Organization / Business
-
The 3P’s of Training and the Things to Keep in Mind in Training Your Clients and Your Team
-
What Personality Profile Testing is and Why It is Important in Your Business
-
How to Approach Planning Itself for Every Aspect of Your Business and How to Intelligently Implement These Plans
Resources:
https://www.donwlong.com/
Stephen Flood is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.
He held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Derivatives.
When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore where they advise clients on gold and silver purchasing and storage.
During the show we discuss:
- Why Invest in Gold and Silver
- How Silver and Gold Investment Works
- Why Gold and Silver Over Other Metals
- The Edge of Gold and Silver Over Other Investments
- Things to Consider Before Investing in Gold and Silver
- How to Start Investing in Gold and Silver
- How Long Before You Get ROI on Gold and Silver Investments
- Metal Bars vs Coins; What’s the Difference Investment Wise and Why They Differ in Price Per Unit of Weight
- How Much a Good Startup Gold and Silver Investment Cost
- How to Buy Gold and Silver
- Where to Buy Gold and Silver
- What to Look for in Gold and Silver Dealers
- What to Do with Gold and Silver After Purchase
- Where to Store Gold and Silver After Purchase
- What to Look For in Gold and Storage Services
- How to Sell Gold and Silver and Get the Highest Return
Resources:
Anna Hall is the founder of The Purpose Equation® LLC, and is the creator of The Purpose Equation®, an evidence-based framework that guides individuals to discover their unique Purpose. The framework she invented is the basis for programs and workshops that are designed to identify purpose, spark joy, and personal growth – at any age and in every moment.
Throughout her career, she has witnessed how purpose builds resilience and improves wellness. Her mission has become helping people define and activate their purpose – in life and work.
Anna also led Continuing Care Retirement Communities (CCRC) and Skilled Nursing engagement programming for Brookdale Senior Living, the largest senior-living provider in the country.
During the show we discuss:
- The Importance of Knowing Your Life's Purpose
- How Passion and Purpose are Different
- How to Determine Your Personal Values
- The Advantages of Knowing Your Life's Purpose Over Not Knowing It
- How to Establish Your Top 5 Personal Core Values
- The Right Time to Start Seeking Your Life's Purpose
- The First Important Steps to Take in Starting to Discover Your Life's Purpose
- The Usual Obstacles that Will Hinder You in Finding Your Purpose
- How to Know if You’re on the Right Track in Seeking Your Life’s Purpose
- The Importance of Understanding Your Purpose as an Entrepreneur
- How to Use the Purpose Equation® to Improve the Quality of Your Life
- How Purpose Helps You Grow Your Business Faster and Easier
- Why You Should Help Employees Find Their Purpose
- The Advantages of Knowing Your Life's Purpose for Your Business
Resources:
https://thepurposeequation.com/
Jerry Fetta helps make finances simple, true, and applicable. As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life.
Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same!
During the show we discuss:
- Why Financial Literacy is the Difference Between Wealth & Poverty
- The Pillars of Wealth
- How to Use the Triangle of Wealth
- 3 Daily Habits You Should Develop to be Wealthy
- How and Where to Learn About Financial Literacy
- What Many People Do Wrong with Their Money
- How to Build Wealth Like the Top 1%
- The Good Habits That All the Wealthy Possess
- How to Make Money While Paying Off Debt & Making Debt an Investment
- Why Getting a Loan is a Good Idea to Build Your Wealth
- How to Own Real Assets
- Why Passive Income Should be Greater than Savings + Expenses + Taxes
- The Passive Income Opportunities That We Can Start Now
- The Opportunities on Alternative Investing
- Things You Need to Know About Alternative Investing
- How to Not Pay Your Taxes & Get Away With It
Show resources:
Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena.
Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".
During the show we discuss:
- What a Note is
- What Note Investing is
- Why You Should Invest in Real Estate Notes
- How Note Investing Works
- How to Get Involved in Note Investing
- How to Get Started with a Note Investing Fund
- How to Fund Your Note Investing
- How Retirement Account Funds Can Be Used to Invest in Notes
- Why Invest in "Assets"
- Techniques to Analyze and Evaluate a Note
- Best Practices for Risk Management
- How to Purchase a Note and Properly Manage It During Your Ownership
- How to Invest In and Evaluate Note Funds as a Passive Investor
- Strategies in Note Investing
- How to be Successful in Note Investing
Show resources:
Jeremy Cotter is a leading investor in health technology with the YouRise fund. At Google, he won division awards and grew over a dozen high-growth tech companies, as an executive, entrepreneur, and investor. He was on the founding team & employee #1 at AllTrails. He has won international leadership awards and grants for health research.
He is a performance athlete and two-time state champion runner. He is also the co-founder of the YouRise Foundation, helping patients with ALS & dementia.
During the show we discuss:
- What Venture Capital is
- How Venture Capital Works
- The Stages of Venture Capital
- The 3 Key Attributes of Venture Capitals to Look For to Decide Which Companies to Invest In
- Why You Need to Know About the “Power Law” When Raising Money
- The Early Signs that a Company is Doing Well Versus When It Isn’t
- How Today’s Market for Investing in Startups is
- Why Invest in a Startup Business
- The Advantages of Working with Venture Capitalist Firms
- The Best Startup Business Right Now
- The Companies that Win in this Economy
Show resources: