38 episodes

Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice.

Think Outside The Stocks Madhavi Jain

    • Business

Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice.

    EP36: Passive Investor's Guide to Maximize Real Estate Tax Savings with CPA Thomas Castelli

    EP36: Passive Investor's Guide to Maximize Real Estate Tax Savings with CPA Thomas Castelli

    Would you like to unlock the secret to reducing your tax burden through real estate investment with the guidance of a CPA and investor? Join me in today’s episode with Thomas Castelli as he shares his journey from being inspired by "Rich Dad Poor Dad" to becoming a real estate and taxation powerhouse. For any active income earner looking to delve into property investment or those already managing a portfolio, this episode is packed with strategies that can turn real estate into a cornerstone ...

    • 45 min
    EP35: Turning Gold into Generational Wealth with Industry Expert Dana Samuelson

    EP35: Turning Gold into Generational Wealth with Industry Expert Dana Samuelson

    Ever wondered about the captivating journey from an 'unhirable' grad to a $2 billion gold titan? Join Dana Samuelson as he explores the enduring allure of gold in a shifting economic landscape. In this episode, Dana recounts his illustrious career under the mentorship of a gold ownership advocate and delves into the timeless charm of gold. Dana shines a light on the darker aspects of its allure, addressing the environmental toll of gold mining and the exhaustive efforts required to procure th...

    • 42 min
    EP34: From Hotels to Homes: Andrea Foley's Innovative Solutions for Affordable Housing and Wealth Building

    EP34: From Hotels to Homes: Andrea Foley's Innovative Solutions for Affordable Housing and Wealth Building

    Experience a revelation in tackling the housing crunch as Andrea Foley, a maverick in the realm of hotel conversions, joins us to unfold her inventive approach to creating affordable homes. Her journey, from diapers to development, is not just a tale of architectural transformation but a blueprint for cultivating financial acumen. We delve into Andrea's personal narrative, shaped by her father's construction legacy, and discover how her entrepreneurial acumen is addressing the pressing need f...

    • 36 min
    EP33: From CPA to Real Estate Mogul: Mathew Owens' Journey and Investment Strategies

    EP33: From CPA to Real Estate Mogul: Mathew Owens' Journey and Investment Strategies

    Are you ready to revolutionize your passive investing strategy and confidently navigate the intricate world of real estate? In this episode, host Madhavi Jain engages in a dynamic conversation with real estate expert Mathew Owens. As a former CPA and seasoned investor, Mathew shares invaluable insights into a successful investor's mindset, risk mitigation strategies, and tax-efficient approaches for passive investors. Have you ever wondered about the critical factors to consider in the curren...

    • 27 min
    EP32: Mastering Land Development and Construction: Secrets to Success with Charles Covey

    EP32: Mastering Land Development and Construction: Secrets to Success with Charles Covey

    Have you ever wondered what secrets lie in the success of the high-stakes world of land development and ground-up construction? Join me and our guest, Charles Covey, from LandVest Capital. We take you behind the scenes of large-scale housing projects, revealing the impact of fluctuating interest rates on financing and the rewards of navigating this complex field. Embark on Charles's entrepreneurial journey, beginning in his youth, as he shares the critical role that uncapped earning potential...

    • 43 min
    EP31: Christian Catron's Eco-conscious Strategy for Sustainable Development and Financial Security

    EP31: Christian Catron's Eco-conscious Strategy for Sustainable Development and Financial Security

    Is there a way to combine military precision and still have a heart for sustainability? In this episode, we are joined by Christian Catron, a West Point grad and visionary in eco-friendly real estate development. From Christian's humble beginnings in the Philippines to the disciplined halls of West Point and onto the forefront of innovative property redevelopment, his story is one of determination and environmental stewardship. In this conversation, we explore Christian's commitment to the ad...

    • 46 min

Top Podcasts In Business

Think Fast, Talk Smart: Communication Techniques
Stanford GSB
The Diary Of A CEO with Steven Bartlett
DOAC
#MarketplaceInfluencer Tomi Shane Ng
Tommy Shane Ng
A Bit of Optimism
iHeartPodcasts
Masters of Scale
WaitWhat
TED Business
TED