What's Your Financial Strategy? - Curtis May

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode! Today, we're thrilled to feature Sarah Sullivan, a second-generation real estate investor and founder of SuGo Capital. With an impressive track record of over $810MM in assets and a strong passion for teaching financial education, Sarah has helped over 25,000 investors advance their wealth-building journey. SuGo Capital offers diverse investment opportunities, from real estate to oil and gas, to help investors achieve financial freedom. In this episode, Sarah delves into why she loves alternative assets, sharing how she pivoted from multifamily real estate into diverse investment opportunities, including oil and gas. She discusses how her background in data analytics and cybersecurity helps her spot great opportunities and emphasizes the importance of being flexible and adaptable in a changing market. Sarah also offers valuable insights into the world of private investments, explaining her rigorous vetting process for partners and operators. Tune in now to learn Sarah's practical strategies for diversifying your portfolio, reducing taxes, and finding the right investment opportunities to meet your financial goals! TIMESTAMPS 01:30 - Guest intro: Sarah Sullivan 02:46 - How Sarah started with multifamily and pivoted to alternative investments 04:41 - Diversifying investment portfolios for tax benefits and cash flow 06:36 - Introduction to oil and gas investments and their benefits 09:25 - Risks and tax advantages in oil and gas investing 11:39 - Sarah’s rigorous vetting process for operators and due diligence 14:55 - Sarah’s thoughts on multifamily in the current market 16:56 - How SuGo Capital secures good debt deals in real estate 19:10 - Travel, lifestyle freedom, and family life as a financial goal 22:55 - Setting goals and creating a strategy for financial independence 27:37 - Advice for investors new to alternative assets 30:19 - How to connect with Sarah Sullivan and learn more about SuGo Capital Connect with the Guest: Sarah Sullivan Website: https://sugocapital.com/ Linkedin: https://www.linkedin.com/in/sarah-sullivan-sugocapital/ Instagram: https://www.instagram.com/sugo_capital_sarahsullivan/?hl=en #AlternativeAssets #OilAndGasInvesting #FinancialFreedom

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode! Today, we're excited to feature Pat Traynor, co-founder of Gamma Income and host of the "Banana King" podcast. With over 15 years of experience as an investment strategist in the finance and real estate industries, Pat has made the bold transition from career success to entrepreneurial risk. His work now focuses on helping individuals achieve financial independence through smart investing, with Gamma Income making large investments more accessible by crowdfunding. On his podcast, "Banana King," Pat interviews high-net-worth individuals who share their insider tips on building successful businesses and investing strategies. In this insightful discussion, Pat dives into his journey of leaving a successful career in finance to embrace private equity and real estate syndications. He shares his experiences with landlording, multifamily units, self-storage investments, and the potential he sees in private equity, highlighting the importance of creativity, risk management, and focusing on long-term cash flow. Pat also talks about the challenges of balancing personal and professional life during his transition and offers advice for anyone considering a similar pivot. Tune in now to hear Pat's practical advice on real estate, private equity, and entrepreneurial growth, and learn how to take calculated risks to create wealth and financial freedom! TIMESTAMPS 00:39 - Guest Intro: Pat Traynor 01:48 - Real estate roots and transitioning into syndication 03:53 - Shifting from corporate finance to real estate syndication 07:13 - Insights on self-storage investments and their scalability 12:50 - Creative financing strategies and risk management in private equity 16:35 - Exploring other assets beyond traditional real estate investments 22:25 - How market conditions affect real estate investment strategies 27:17 - Why private equity offers unique opportunities for new investors 29:00 - The importance of cash flow in investment strategy 29:30 - Why focusing on the numbers, not the deal, is key to long-term success 30:00 - Pat's thoughts on balancing risk and reward in entrepreneurship 31:28 - How to connect with Pat Traynor and learn more about his projects Connect with the Guest: Website: https://gammaincome.com/ Linkedin: https://www.linkedin.com/in/patrick-traynor-513a7520/ Tiktok: https://www.tiktok.com/@p_traynor #EntrepreneurialRisk #RealEstateInvesting #PrivateEquity

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode! Today, we're excited to feature David Morgan, a renowned analyst in the precious metals industry and the author of The Silver Manifesto. With years of experience consulting for high-net-worth investors, David also publishes The Morgan Report, which provides valuable insights into wealth preservation and precious metals investments. In this captivating discussion, David delves into the world of precious metals, especially silver, highlighting its overlooked investment potential. He explains the importance of precious metals in wealth preservation amidst economic uncertainty, and the value they hold outside of traditional paper currencies. David also shares his analysis of the junior mining sector, the market cycles, and why silver, despite being undervalued, is positioned for massive growth. If you're looking to understand how silver fits into the global economic picture and what the future holds for this precious metal, you won’t want to miss this episode! Tune in now to gain a deeper understanding of the silver market and discover how you can leverage this undervalued asset for long-term wealth protection! TIMESTAMPS 00:42 - Guest intro: David Morgan 04:32 - The macroeconomic picture and the role of precious metals 08:15 - What drives junior mining stocks and speculative investments 12:46 - The parallels between the mining and cryptocurrency sectors 16:43 - How to evaluate speculative junior mining companies 23:10 - The demand and supply fundamentals for silver 28:05 - Why silver is overlooked but set for significant growth 35:40 - How silver’s industrial uses impact its future value 40:35 - Why precious metals are a safe haven amidst financial uncertainty 46:38 - How to connect with David Morgan and learn more Connect with the Guest: David Morgan Website: https://www.themorganreport.com/ Linkedin: https://www.linkedin.com/in/thedavidmorgan/ Facebook: https://www.facebook.com/TheMorganReport #PreciousMetals #SilverInvestment #WealthPreservation

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're thrilled to feature three outstanding guests who bring a wealth of knowledge in the areas of wealth building, alternative investments, and financial independence. Dave Wolcott is the founder of Pantheon Investments and a visionary in wealth building. His journey in uncovering strategies that propel the ultra-wealthy led him to create the proprietary Pantheon Holistic Wealth Strategy, helping clients build legacy wealth and achieve financial freedom. David Morgan is a well-known analyst in the precious metals industry and the author of The Silver Manifesto. With extensive experience consulting for high-net-worth investors, he also publishes The Morgan Report, a trusted resource on wealth preservation and precious metals investment. Tom Burns is a real estate operator with over 30 years of experience and the best-selling author of Why Doctors Don’t Get Rich. Through his private equity firm in Austin, TX, Tom has become financially independent and now mentors others on building wealth through real estate and alternative investments. In this insightful discussion, our panel dive into the essential mindsets that differentiate the ultra-wealthy from others. They explore strategies like diversification, private credit, and real estate investment, while also discussing how mindset plays a crucial role in wealth building. Whether it's mastering the psychology of investing or leveraging the power of alternative assets like oil, gas, and precious metals, this episode provides valuable insights for anyone looking to build a wealth mindset. Tune in now to gain actionable strategies on wealth building, overcoming challenges, and fostering the right mindset to achieve long-term financial success! TIMESTAMPS 01:11 - Guest introductions and backgrounds 04:00 - Shifting the mindset for wealth creation 07:56 - Wealth preservation through precious metals 12:30 - Journey in creating the Pantheon Holistic Wealth Strategy 15:50 - From a physician to financial independence through real estate 20:05 - Current opportunities in real estate, private credit, and energy 27:10 - Balancing wealth creation with family and life 35:55 - Overcoming mindset limitations to step into wealth 40:00 - The role of self-investment and personal growth in wealth building 45:10 - Why a champion’s mindset is crucial for long-term success 50:30 - Final thoughts on cultivating a wealth mindset and achieving financial freedom 54:00 - Connecting with the guests Connect with the Guests: Dave Wolcott Website: https://pantheoninvest.com/ Linkedin: https://www.linkedin.com/in/dave-wolcott-863306/ Instagram: https://www.instagram.com/pantheoninvest/ Linktree: https://linktr.ee/pantheoninvest David Morgan Website: https://www.themorganreport.com/ Linkedin: https://www.linkedin.com/in/thedavidmorgan/ Facebook: https://www.facebook.com/TheMorganReport Tom Burns LinkedIn: https://www.linkedin.com/in/tom-burns-9744304/ #WealthMindset #RealEstateInvesting #AlternativeInvestments #PreciousMetals

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're excited to feature Curtis May, the Founder and CEO of Practical Wealth Advisors. Curtis has been in the financial services industry since 1985 and is known for his educational approach to helping clients build a work-optional lifestyle. His philosophy centers around increasing the efficiency of money and applying financial wisdom to everyday life. In this episode, Curtis shares his insights on crafting a strategic financial plan, emphasizing the importance of control over your finances and avoiding reliance on traditional Wall Street strategies. Curtis discusses principles like velocity of money, leveraging insurance as a financial tool, and creating passive income streams. He also explores topics such as the difference between accumulation theory and the velocity of money, using cash flow strategies to grow wealth, and how insurance can be an essential part of building financial stability. Whether you’re a seasoned investor or just starting out, Curtis’s practical advice will guide you on how to take control of your financial future and craft a strategy that works for you. Tune in now to learn how to create a financial plan that aligns with your goals and maximizes your wealth! TIMESTAMPS 01:28 - Guest intro: Curtis May 02:10 - Curtis’s background in financial services and alternative investments 05:59 - Accumulation theory vs. velocity of money 09:35 - The role of insurance in building wealth and protecting assets 14:38 - How cash flow strategies can generate wealth 18:36 - The importance of liquidity and financial protection 22:18 - Curtis’s five principles for long-term financial success 25:43 - Final thoughts on building a financial strategy and connecting with Curtis Connecting with the Guest: Website: https://curtmay.clickfunnels.com/presell-page22061466#section--29727 Linkedin: https://www.linkedin.com/in/curtismay/ Youtube: https://www.youtube.com/@CurtisMay #FinancialStrategy #PassiveIncomeStreams #WealthBuilding

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to this episode. Today, we are thrilled to have four financial experts join us to debate one of the most pressing questions in investing today: Which is the better investment, Bitcoin or Gold? Our esteemed guests, bring decades of experience in alternative investments and financial strategy, offering valuable perspectives on both sides of the debate. Bridger Pennington As the Co-Founder and CEO of Fund Launch, Bridger Pennington has helped countless entrepreneurs start their own investment funds. Mark Moss Entrepreneur and investor, Mark Moss is a multi-talented consultant and marketer, having successfully grown six companies to seven figures within their first year. With expertise across various asset classes—gold, silver, oil, gas, securities, bonds, Bitcoin, and blockchain—Mark brings a well-rounded perspective on investing and financial markets. Dana Samuelson With 42 years of experience in precious metals, Dana Samuelson is the founder of American Gold Exchange, a company known for its integrity and reliability. Dana is a recognized expert in gold and rare U.S. coin buying and selling, with appearances in Forbes, Market Watch, and Fox Business. Russell Gray A seasoned financial strategist, Russell Gray is best known as the former co-host of The Real Estate Guys Radio Show. With decades of experience in sales and financial education, Russ has a deep understanding of the complexities of the financial system. In this episode, our panelists dive into the merits of investing in Bitcoin versus Gold. They explore the current economic environment, technological advancements like blockchain, and the traditional stability of gold as a store of value. Each expert offers their unique perspective, making for a well-rounded discussion on where to store value, how to mitigate risk, and how to capitalize on investment opportunities in a time of rapid economic change. Whether you're curious about the future of digital currencies or prefer the tangibility of precious metals, this debate will leave you with valuable takeaways on how to approach your portfolio. If you’re looking to learn about alternative investments and navigate the ongoing Bitcoin vs. Gold debate, tune in now! TIMESTAMPS 00:48 - Guest introductions: Mark Moss, Bridger Pennington, Russell Gray, and Dana Samuelson 01:43 - Why Bitcoin is the best store of value in today’s economy 05:22 - Bitcoin’s challenges with regulation and adoption 09:55 - Blockchain technology and its potential to revolutionize finance 14:00 - Money, currency and why gold continues to be relevant 19:02 - Bitcoin’s superior performance and potential for long-term growth 24:22 - Bitcoin’s volatility and gold’s centuries-long track record 33:05 - Bitcoin's speculative nature and sustainability 43:20 - How secure is Bitcoin and what are the risks of loss? 45:30 - What are the best storage options for physical gold? 48:00 - Final thoughts on the future of Bitcoin, gold, and alternative investments Connecting with the Guest: Bridger Pennington Website: https://www.fundlaunch.com/ Linkedin: https://www.linkedin.com/in/bridger-pennington-670035127/ Instagram: https://www.instagram.com/bridger_pennington/ Linktree: https://linktr.ee/ifs.links Mark Moss Website: https://www.1markmoss.com/optin1632748012468 Linkedin: https://www.linkedin.com/in/markmoss/ Instagram: https://www.instagram.com/markmoss/?hl=en Facebook: https://www.facebook.com/1markmoss Twitter: https://twitter.com/1MarkMoss Dana Samuelson Website: www.amergold.com Linkedin: https://www.linkedin.com/in/dana-samuelson-64793056/ Russell Gray Linkedin: https://www.linkedin.com/in/russellwgray/ Email: [email protected] #BitcoinVsGold #AlternativeInvesting #DigitalCurrency #PreciousMetals

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're excited to feature Joey Muré, Partner and Co-Founder at Wealth Without Wall Street. Joey spent eleven years in the mortgage industry before transitioning to the financial world, where he quickly became known for his impactful, relational leadership. His passion lies in empowering individuals in their financial lives, and he recently co-authored the book "Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income." In this engaging discussion, Joey shares how he scaled his passive income from $2,200 a month to over $50,000 a month in just two years. He reveals the strategies behind this incredible growth, emphasizing the importance of taking control of your finances rather than relying on Wall Street. Joey also discusses the key investments that have contributed to his success, the value masterminds and coaching programs in financial growth, and how identifying your unique investor profile can guide you to the right opportunities. Tune in now to discover actionable insights on building financial freedom outside of Wall Street, and learn how Joey's journey can inspire your own path to success! TIMESTAMPS 01:20 - Guest intro: Joey Muré 04:12 - How Joey scaled his passive income from $2,500 to $50,000 per month 07:06 - The role of masterminds and coaching programs in financial growth 09:41 - The concept of aligning investments with personal goals and personality 13:51 - The impact of failures and how they contribute to long-term success 18:40 - The GPS model: Goal, Plan, Strategy for financial freedom 22:27 - Strategies for sourcing and evaluating investment deals 26:43 - Joey's focus on educating the next generation through live events 30:31 - How to connect with Joey and access his resources Connecting with the Guest: Website: https://www.wealthwithoutwallstreet.com/ Linkedin: https://www.linkedin.com/in/joey-mure-b376824/ #PassiveIncome #FinancialFreedom #InvestingStrategies

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to this episode. Today, we have two distinguished guests, Courtney Moeller and Patrick Grimes. Both are renowned experts in alternative investments, offering unique insights into how to achieve consistent cash flow through various investment strategies. Patrick Grimes Patrick is the Founder and CEO of Passive Investing Mastery. With experience dating back to 2007, Patrick has been involved in nearly 5,000 multifamily units, commercial lending, and energy investments. He is also an international bestselling author and a member of the Forbes Business Council. Patrick's focus includes recession-resistant investments and cash flow through diversified funds and strategic acquisitions. Courtney Moeller Courtney is a US Navy veteran, #1 best-selling author, entrepreneur, international speaker, and blockchain expert. With a background in aviation electronics from her time in the Navy, Courtney has transitioned into the world of alternative investments, focusing on oil, gas, and other cash-flowing assets. She is passionate about helping professionals retain more of their hard-earned money through tax-efficient investments. In this episode, our guests explore various strategies for achieving cash flow through alternative investments. From oil and gas to debt funds and private equity, Courtney and Patrick share their experiences and insights on navigating the current economic landscape. They also discuss the importance of diversification and the role of cash flow in building long-term financial stability. Whether you're a seasoned investor or just starting out, this episode is packed with valuable advice and actionable insights. Tune in now! TIMESTAMPS 00:40 - Guest Introduction: Courtney Moeller and Patrick Grimes 02:38 - Overview of the current market landscape and the importance of cash flow 05:22 - Courtney’s background in oil and gas and its role in cash flow strategies 09:55 - Patrick’s approach to alternative investments and recession-resistant assets 15:12 - The importance of diversification and how to balance cash flow and appreciation 18:42 - Discussion on private equity and debt funds as alternative cash flow sources 22:30 - The benefits and risks of investing in oil and gas 27:18 - Patrick’s insights on distressed assets and the opportunities in commercial real estate 32:07 - How to get started in cash flow investing and the importance of education 36:01 - Courtney’s strategy for balancing short-term and long-term investments 40:35 - Patrick’s approach to diversification and building a resilient investment portfolio 45:00 - Audience questions: Getting involved in oil and gas and current investment opportunities 50:13 - Final thoughts on cash flow investing and how to connect with the guests Connecting with Guests: Patrick Grimes Website: https://passiveinvestingmastery.com/ Linkedin: https://www.linkedin.com/in/patricksgrimes/ Email: [email protected] Courtney Moeller Website: https://courtneymoeller.com/ Linkedin: https://www.linkedin.com/in/csmoeller/ Youtube: https://www.youtube.com/channel/UCxURJbWTfU8lUo2sTcPs8Ow Tiktok: https://www.tiktok.com/@csmoeller?_t=8iwisTuIK4J&_r=1 #InvisibleDeals #RealEstateInvesting #PassiveIncome

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're thrilled to have Justin Donald, a lifestyle investor known for supporting entrepreneurs and business executives in crafting investment strategies that lead to passive income and financial freedom. Justin is a Wall Street Journal Best-Selling Author and podcast host, widely regarded for his innovative approaches to investing. In this engaging discussion, Justin Donald delves into the concept of "invisible deals," a strategy that has helped him build significant wealth by accessing opportunities that others overlook. He explains how these off-market deals, often created through strategic relationships, provide an edge by eliminating competition and maximizing value. Justin also shares insights into the current trends in real estate and investing, emphasizing the importance of aligning investments with personal goals and maintaining flexibility in a changing market. Tune in now to learn how you can uncover invisible deals and build a successful investment strategy from one of the industry's leading figures. Don’t miss this episode packed with actionable advice and inspiring stories! TIMESTAMPS 00:42 - Introduction to Justin Donald and the concept of invisible deals 02:46 - Overview of updates in the new edition of "The Lifestyle Investor" 05:15 - Justin’s involvement in human trafficking prevention efforts through book proceeds 07:42 - The importance of finding off-market deals and avoiding competition 10:32 - Identifying trends and staying ahead of the market in real estate 16:07 - Discussion on sourcing deals in today’s market environment 17:35 - Strategies for building relationships and accessing exclusive investment opportunities 20:24 - Insights on the largest wealth transfer in history and its implications 28:41 - Importance of education and investing in yourself before making investment decisions 30:30 - The role of mentorship and masterminds in achieving financial success 32:15 - How to get involved with Justin’s resources and the Lifestyle Investor Mastermind Connecting with the Guest: Website: https://lifestyleinvestor.com/ Linkedin: https://www.linkedin.com/in/justinwdonald/ Youtube: https://www.youtube.com/channel/UCCM-bhk3FxHQRDXXlDU2r2Q Linktree:https://linktr.ee/JustinDonald?utm_source=Instagram&utm_medium=profile&utm_campaign=Organic #InvisibleDeals #RealEstateInvesting #PassiveIncome

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're thrilled to have Peter Pham, a visionary in the world of finance and investment, join us for an insightful discussion on contrarian investing and the concept of inversion theory. Peter Pham is the founder of Phoenix Capital, a bespoke advisory firm offering analysis, strategies, and insights on investment and finance. He serves on various boards and holds controlling stakes in multiple companies. In 2013, John Wiley & Sons published Peter’s first book, "The Big Trade: Simple Strategies for Maximum Market Returns," which advocates for using the central limit theorem and leveraging frequentist probability in market approaches. In this engaging conversation, Peter Pham delves into his unique approach to investing, known as inversion theory, which emphasizes thinking differently and challenging conventional wisdom. Peter shares his experiences in the market, the importance of independent thinking, and how contrarian strategies can lead to profitable investments. He also discusses the ethical considerations of investing, encouraging investors to look beyond morality when making financial decisions and focus on the underlying value and opportunities in the market. Tune in now to gain exclusive insights from Peter Pham on how to navigate the complex world of investing using contrarian strategies and inversion theory. Don't miss this valuable episode! TIMESTAMPS 00:41 - Introduction to Peter Pham and inversion investing 01:47 - Overview of inversion theory and contrarian investing 04:41 - The importance of time in the market and learning from experience 09:29 - Event-driven trading strategy and geopolitical sensitivities 14:07 - Ethical considerations in investing and detaching morality 19:17 - Strategies for regular investors to take advantage of market opportunities 23:38 - Understanding probabilities and statistics in investment decisions 29:29 - The role of technical indicators and the danger of curve fitting 35:21 - Final thoughts and how to connect with Peter Pham Connecting with the Guest: Website: https://www.inversioninvestor.com/ #ContrarianInvesting #InvestmentStrategies #EthicalInvesting