Mailbox Money Show

Bronson Hill

Are you looking for ways to grow your income without costing you more time? Many people think that to invest in real estate or other assets, you have to be involved on every level. In the Mailbox Money podcast, we explore new asset classes to invest in as well as tools that will make you a better passive investor. You won’t want to miss an episode because they’re packed full of life-changing wisdom from thought leaders. Hit subscribe and prepare to have your financial life changed! Bronson Hill is the host of the Mailbox Money podcast and the founder and CEO of Bronson Equity.

  1. Webinar - 2026 Tax Secrets for Investors

    1D AGO

    Webinar - 2026 Tax Secrets for Investors

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation This webinar replay from the Mailbox Money Show features Bronson Hill moderating an expert panel on the rise of private credit as a powerful, tax-efficient cash-flow alternative to traditional banking and Wall Street investments. The discussion explores how private credit fills lending gaps left by post-2008 regulations, offers faster capital access for businesses, delivers strong risk-adjusted yields (10–34% net in various models), and provides diversification across industries like litigation finance, medical receivables, real estate bridge lending, and merchant cash advances. Panelists: Yonah Weiss — Business Director of Madison SPECS, specializing in cost segregation studies that accelerate depreciation and generate massive tax deductions for real estate investors (especially under current 100% bonus depreciation rules). Kaaren Hall — Founder of UDirect IRA Services, a leading expert in self-directed IRAs and retirement accounts, author of the BiggerPockets Guide to Self-Directed IRAs, and advocate for using retirement funds to invest in alternative assets like real estate and private credit. Courtney Moeller — Oil & gas investment specialist focused on working interest deals that deliver significant upfront tax deductions (often 80–90%+) and ongoing depletion allowances to offset active, passive, and capital gains income. TIMESTAMPS 0:40 - Welcome! 1:36 - Event Overview 3:19 - Panelist Introductions: Yonah Weiss, Kaaren Hall, Courtney Moeller 5:02 - Audience Poll: Who You're Most Excited to See 5:41 - 2026 Tax Secrets Overview 6:05 - Yonha Weiss: Cost Segregation and Accelerated Depreciation 7:30 - Kaaren Hall: Self-Directed IRAs and Retirement Accounts 8:29 - Courtney Moeller: Oil and Gas Tax Benefits 10:51 - Real Estate Professional Status and Active Income Offset 12:20 - Holistic Tax Planning and Exit Strategies 13:08 - Self-Directed IRA Asset Classes and Prohibited Transactions 15:29 - Super Bowl Tickets in Roth IRA Example 17:42 - UBIT/UDFI in Self-Directed IRAs and Syndications 19:44 - Oil and Gas Risks and Operator Due Diligence 21:55 - Planning Mistakes and Last-Minute Tax Fixes 23:04 - Primary Residence vs Investment Property Depreciation 24:57 - Single-Family and Vacation Rental Cost Segregation 26:56 - Oil Price Impact on Returns and Break-Even Points 28:05 - Bonus Depreciation on Gas Stations and Car Washes 29:38 - Business Equipment and Section 179 Deduction 31:32 - Roth IRA Conversion and Valuation Strategies 32:58 - Audience Poll Results and Tax Strategy Discussion 35:24 - Land Man Show and Oil & Gas Realities 36:43 - Giveaway Announcement: Fire Yourself Book and Strategy Call 39:02 - Wealth Forum Event in Scottsdale Announcement 40:11 - Q&A: IRA-Owned LLC Prohibited Transactions 42:25 - Q&A: Concurrent Investments by Spouses in IRAs 44:39 - Q&A: Cost Segregation on Existing Properties 46:48 - Q&A: Oil Price Effects on Current Returns 48:07 - Q&A: UBIT/UDFI Filing and Leverage in Syndications 50:08 - Q&A: Self-Directed IRA Oil & Gas Investments 51:35 - Panelist Resources and Contact Info 53:43 - Outro and Next Event Teaser Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Yonah Weiss: LinkedIn: https://www.linkedin.com/in/cost-segregation-yonah-weiss/ Website: https://www.yonahweiss.com/ Kaaren Hall: Website: https://udirectira.com/ Email: info@udirectira.com Courtney Moeller Email: courtney@courtneymoeller.com #PrivateCredit #TaxStrategies #CostSegregation #SelfDirectedIRA #OilAndGasInvesting #PassiveIncome #RealEstate2026

    1 hr
  2. Webinar - The Rise of Private Credit

    MAR 16

    Webinar - The Rise of Private Credit

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation In this webinar replay of the Mailbox Money Show, Bronson Hill hosts an expert panel exploring the explosive growth of private credit as banks pull back. The discussion covers merchant cash advance, real estate debt, litigation finance, medical receivables, and how investors can access 10–16%+ yields with strong collateral and velocity of money. Learn underwriting strategies, risk mitigation, operator alignment, and why private credit offers diversification and liquidity in today’s market. Panelists: Patrick Grimes — Founder of Passive Investing Mastery and Invest on Main Street, specializing in recession-resilient private credit across real estate debt, litigation finance, and medical receivables. Dave Wolcott — Founder of Pantheon Investments, focused on merchant cash advance and business growth financing with daily/weekly repayments and strong diversification. Steven Pesavento — Managing Partner at VonFinch Capital, expert in multifamily syndication and private credit notes backed by real estate collateral. Sam Silverman — Principal at Silverman Capital, delivering private credit solutions for small businesses with emphasis on speed, alignment, and low defaults. TIMESTAMPS 0:37 - Welcome to the Rise of Private Credit Webinar 3:02 - Panelist Introductions 4:56 - What is Private Credit and Why It Exists 7:05 - Speed and Flexibility in Private Credit vs Banks 8:18 - Risk Assessment and Underwriting in Private Credit 9:37 - Poll: Familiarity with Private Credit 10:16 - Dave's Fund: Underwriting, Default Rates, and Returns 12:59 - Sam's Structure: Zero Fees, Preferred Returns, and Liquidity 13:08 - Audits and Third-Party Reviews for Funds 14:05 - Alignment of Incentives and Sponsor Vetting 15:05 - Using ChatGPT for Deal Analysis 16:28 - Diligence, Recourse, and Risk Mitigation 22:43 - Poll: Desired Returns in Private Credit 23:00 - High Returns vs Risk in Merchant Cash Advance 24:06 - Default Management and Repeat Customers 25:37 - Leverage and Revenue-Based Repayment 27:03 - AI's Role in Private Credit and Business 28:34 - AI Impact on Jobs and Real Estate Resilience 32:23 - AI Workforce Changes and GDP Growth 34:45 - Poll Results on Returns 35:25 - Announcement of Next Event and Giveaway 38:00 - Bronson's Book Giveaway and Strategy Calls 39:02 - Billboards as Private Credit Opportunity 41:21 - Billboards Sourcing and Zoning 44:34 - Opportunity Zones and New Rules 46:59 - Upcoming Panels and Resources 52:03 - Connect with the Panelists Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Patrick Grimes: Website: https://passiveinvestingmastery.com/ Email: patrick@passiveinvestingmastery.com Dave Wolcott: Email: dave@pantheoninvest.com Website: https://pantheoninvest.com/ Linkedin: https://www.linkedin.com/in/dave-wolcott-863306/ Instagram: https://www.instagram.com/pantheoninvest/ Linktree: https://linktr.ee/pantheoninvest Sam Silverman: LinkedIn: https://www.linkedin.com/in/samalterantiveinvestments/ Steven Pesavento: Website: https://www.vonfinch.com/ Email: steven@vonfinch.com #PrivateCredit #PassiveIncome #AlternativeInvesting #CashFlow #RealEstateDebt #MerchantCashAdvance #WealthBuilding

    1 hr
  3. Webinar - Real Estate in 2026

    MAR 9

    Webinar - Real Estate in 2026

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation This webinar replay from the Mailbox Money Show features Bronson Hill moderating an expert panel on real estate opportunities heading into 2026. The discussion covers current market conditions, distress in multifamily, demographic tailwinds in senior housing, AI’s impact on jobs and investing, and why 2026 could offer one of the strongest setups for cash-flowing real estate despite recent investor pain. Ken McElroy — Founder of MC Companies and a nationally recognized multifamily syndicator, educator, and author. With decades of experience scaling portfolios and mentoring investors, Ken is known for his focus on operational excellence, market-cycle timing, and creative cash-flow strategies across multifamily and alternative assets. Kathy Fettke — Real estate investor, educator, and host of the Real Wealth Show podcast. As a key figure at Real Wealth Network, Kathy specializes in helping everyday investors build wealth through rental properties, build-to-rent communities, short-term rentals, private lending, and creative affordability solutions. Rod Khleif — Multifamily syndication expert, podcast host of Lifetime Cash Flow Through Real Estate Investing, and mentor to students who collectively control over 300,000 units. Rod is passionate about mindset, operational turnarounds, senior housing, and identifying high-probability opportunities in distressed and emerging asset classes. TIMESTAMPS 0:41 - Episode Overview 1:47 - Panelist Introductions: Kathy Fettke, Ken McElroy, Rod Khleif 3:20 - Kathy Fettke: Strong GDP & Potential Rate Pressure 4:46 - Ken McElroy: Trump Policies Driving Rates Down & Affordability 7:06 - Rod Khleif: AI Job Disruption & Multifamily Distress 8:37 - Rod Khleif: Multifamily Distress & Operational Excellence 10:20 - Audience Poll: Investing in Real Estate Now 11:06 - Kathy Fettke: Opportunities in Distress & Solving Housing Shortage 14:19 - Ken McElroy: Fundamentals of Cash Flow & Conservative Underwriting 19:37 - Rod Khleif: Smaller Multifamily & Senior Housing Opportunities 22:48 - Ken McElroy: Billboards for Bonus Depreciation & Recurring Revenue 24:06 - Rod Khleif: Diversifying into Senior Housing & Business Acquisitions 27:52 - Kathy Fettke: Short-Term Rentals, Build-to-Rent & Lending 29:34 - Rod Khleif: Roll-Ups & Opportunity Zones for Capital Gains 32:23 - AI Skills & Reinvention for Future-Proofing 34:45 - AI Impact on Real Estate & Landlord Resilience 37:05 - Kathy Fettke: AI as Management Tool & Passive Income Hedge 39:02 - Ken McElroy: Doubling Business with AI While Keeping Staff 41:21 - Billboards Sourcing & Zoning 44:34 - Opportunity Zones Location & New Rules 46:59 - Upcoming Panels & Resources 52:03 - Panelist Contact & Resources Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Ken McElroy: Website: kenmcelroy.com Kathy Fettke: Website: realwealth.com Podcast: The Real Wealth Show Podcast 2: Real Estate News for Investors Podcast Rod Khleif: Website: rodslinks.com #RealEstate2026 #MultifamilyInvesting #PassiveIncome #OpportunityZones #SeniorHousing #AIinBusiness #MarketOpportunities

    57 min
  4. Webinar - The 2026 Investor Playbook

    MAR 2

    Webinar - The 2026 Investor Playbook

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Join Bronson Hill on the Mailbox Money Show for a replay of this forward-looking webinar - The 2026 Investor Playbook, where seasoned operators break down smart strategies for thriving amid shifting rates, rents, liquidity challenges, and demographic tailwinds. Bronson hosts three battle-tested experts sharing real-time insights on multifamily cycles, conservative underwriting, land entitlement, business acquisitions, and building resilient, non-correlated portfolios. The Panelists: Michael Blank: Veteran multifamily syndicator and educator, now expanding into platform business acquisitions for higher cash-on-cash returns and diversification. Brandon Cobb: Land entitlement and development specialist delivering pre-sold, ready-to-build lots for national homebuilders. Tom Burns: Seasoned multifamily operator and mastermind leader focused on education, long-term compounding, and avoiding common pitfalls. From bridge debt lessons and diligence frameworks to senior housing demand, AI tools for analysis, and positioning for 2026 opportunities, this session equips both active sponsors and passive investors with actionable playbooks for capital preservation and growth in a volatile market. TIMESTAMPS 0:36 - 2026 Investor Playbook Overview 2:49 - Panelist Introductions 4:33 - Multifamily Market Shift: Bridge Debt & Rent Declines 6:38 - Development Delays & Class A Rent Pressure 9:53 - Land Entitlement Process & Builder Demand 12:05 - Diligence Evolution: Conservative Debt & Rent Focus 17:20 - Sponsor Vetting & Background Checks 20:49 - Pre-Sold Contracts & Debt Structure Lessons 25:02 - Business Acquisitions as Diversification Play 30:55 - Non-Correlated Assets & Senior Housing Demand 32:28 - Liquidity Tailwinds & Crypto Opportunity 35:25 - Education Advice for New Investors 39:34 - AI/ChatGPT for Deal Analysis & Prompts 48:35 - AI & Robot Workforce Impact on Humanity 52:48 - Panelist Resources & Contact Info Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Michael Blank: Website: thefreedompodcast.com Brandon Cobb: Website: hbgcapital.net Land Development 101: learnlanddevelopment.com Tom Burns: Website: richdoctor.com Email: hello@richdoctor.com #2026Investing #RealEstateStrategy #MultifamilyInvesting #BusinessAcquisitions #LandDevelopment #MarketCycles #PassiveIncome

    57 min
  5. Webinar - Winning the 2026 Tax Game

    FEB 23

    Webinar - Winning the 2026 Tax Game

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Join Bronson Hill on the Mailbox Money Show for a replay of the live webinar "Winning the 2025 Tax Game," where high-net-worth investors and real estate pros dive deep into proven, legal strategies to slash taxes, protect wealth, and keep more money working for you in 2025 and beyond. Panel: KC Chohan: Founder specializing in charitable structures (private foundations, donor-advised funds, asset donations) that deliver up to 50% AGI deductions while maintaining control and legacy—perfect for physicians, attorneys, and multi-seven-figure earners. Rob McBride: Experienced CPA focused on real estate investors and pass-through businesses; covers maximizing deferrals, capital loss harvesting, cost segregation, real estate professional status, recapture risks, and proper entity setup for massive savings. Caleb Guilliams: Author of The And Asset; explains optimized whole life insurance as a tax-deferred, tax-free-access storage vehicle for capital, plus how to leverage it for real estate, business acquisitions, and generational wealth transfer. From Augusta Rule rentals and paying your kids to bonus depreciation pitfalls, proactive quarterly planning, and building the right advisory team, this session delivers high-impact ideas to minimize your IRS bill without sacrificing growth or lifestyle. Ideal for active real estate investors, business owners, and anyone serious about mailbox money in a changing tax landscape. TIMESTAMPS 0:40 - Event Overview: Winning the 2025 Tax Game 2:48 - Panelist Intros: Rob McBride, Caleb Guilliams, KC Chohan 3:55 - KC Chohan: Charitable Strategies & Philanthropy Structures 7:02 - Rob McBride: CPA Perspective, Entity Optimization, Tax Planning 9:58 - Caleb Guilliams: Whole Life Insurance for Tax Efficiency & Capital Storage 12:05 - Low-Hanging Fruit: Entity Structure & QBI Benefits 13:02 - KC: Right Entity Type Can Reduce Taxes 50% 16:28 - Rob: Maximize Retirement Deferrals & Capital Loss Harvesting 19:46 - Caleb: Augusta Rule, Paying Kids, Depreciation via Real Estate 24:18 - Bonus Depreciation & Accelerated Write-Offs (KC & Rob) 27:26 - Recapture Risks & Long-Term Holding Periods (Rob) 30:07 - Life Insurance Benefits: Tax-Deferred Growth & Tax-Free Access (Caleb) 34:23 - Team Building & Proactive Quarterly Planning (KC) 37:10 - Books & Resources Recommendations 39:34 - 2026 Outlook: TCJA Permanence & Bonus Depreciation Focus 43:55 - Panelist Contact & Resources Round Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: KC Chohan Website: https://www.togethercfo.com/ Rob McBride Website: mrmcpas.com Caleb Guilliams Website: taxandassets.com Email: caleb@betterwealth.com #TaxStrategy #TaxPlanning #RealEstateTax #Depreciation #CharitableGiving #LifeInsurance #EntityStructure

    56 min
  6. Webinar - Real Estate Creative Financing Strategies

    FEB 16

    Webinar - Real Estate Creative Financing Strategies

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Join Bronson Hill on the Mailbox Money Show for a replay of the "Creative Real Estate Financing" webinar, diving deep into today’s challenging market and the innovative strategies operators are using to scale, fund, and thrive despite liquidity crunches, maturing debt, and shifting sentiment. Panel: Cody Davis Youngest operator owning hundreds of units; shares his journey from zero-down seller-financed multifamily to scaling via owner relationships, 1031 exchanges into Class B/A assets, and current townhome development projects. Patrick Grimes Former engineer turned alternative investing educator; discusses lessons from the subprime crash, non-correlated recession-resilient plays (private credit, small-balance commercial, healthcare/legal funding), and building a diversified, AI-insulated portfolio. Dallon Schultz Capital-raising expert and community builder; highlights trust-building via live property tours, assisted living cash-flow potential ($20–40K/month per home), business acquisitions amid the “silver tsunami,” and leveraging AI tools for scalable content and outreach. From seller-financed structures and HUD loans to debt funds, data-center equipment, assisted living, and AI-powered education systems, this session delivers actionable ideas for raising capital, protecting downside, and finding opportunity in distress. Perfect for both active operators and passive investors seeking creative paths to mailbox money in uncertain times. TIMESTAMPS 0:39 - Welcome! 1:44 - Introduction & Event Overview 2:38 - Panelist Intros: Cody Davis, Patrick Grimes, Dallon Schultz 4:48 - Current Real Estate Market: Liquidity Crunch & Pain Points 5:12 - Cody Davis: Note Discounts, Tech Layoffs, Hotel Cash Flow Issues 6:42 - Patrick Grimes: Bridge Debt Explosion, $1.2T Maturing Debt in 2026, Negative Equity 8:50 - Dallon Schultz: Capital Calls, HUD Refi Strategy, Trust-Building via Live Tours 11:40 - Cody Davis Origin Story: Seller-Financed First Deal, Scaling via Owner Outreach 15:03 - 38-Unit Negative Cap Rate Deal & Refi Success 17:01 - Patrick Grimes 1.0 to 2.0: Subprime Crash Lessons, Non-Correlated Alternatives 19:13 - Dallon Schultz: ADU Flips, Live Property Tours (50% Conversion) 22:48 - Patrick Grimes: Recession-Resilient & AI-Insulated Plays (Healthcare, Legal, Small-Balance CRE) 25:28 - Cody Davis Current Strategy: 1031s into Class B/A, Townhome Development 27:26 - Bronson: Modular/Manufactured Homes for Fire Recovery Areas 29:51 - Dallon Schultz: Assisted Living Cash Flow & Business Acquisitions Opportunity 32:26 - Patrick Grimes: Economic Warning Signs, Private Credit Focus 36:08 - AI Disruption & Industry Impact Discussion 37:51 - Dallon: AI for Content Scaling & Copywriting in Capital Raising 39:52 - Bronson: ChatGPT for Grant Applications & Modular Homes 42:37 - Q&A: Education Resources for New Passive Investors 43:05 - Cody: Deals on Wheels Book Recommendation 44:37 - Patrick: Passive Investing Mastery Series 46:14 - Dallon: Cashflow Quadrant Book 49:53 - Alternative Assets: Debt Funds, Data Centers, Oil & Gas 51:04 - Cody: Asset Participation Agreements via ChatGPT 52:27 - Patrick: Portfolio Pie Chart & Active Learning Advice 55:42 - Connect with the Panelists Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Cody Davis: Youtube: https://www.youtube.com/@doingcodythingsyoutube/videos Instagram: https://www.instagram.com/doingcodythings/?hl=en Dallon Schultz: Linkedin: https://www.linkedin.com/in/dallon-schultz/ Copywriter GPT: Text "Chat" to 623-624-1190 Patrick Grimes: Website: https://passiveinvestingmastery.com/ Book: https://passiveinvestingmastery.com/book Email: info@passiveinvestingmastery.com #CreativeFinancing #RealEstateInvesting #CapitalRaising #SellerFinancing #AlternativeAssets #PassiveIncome #MarketOpportunities

    1h 1m
  7. Webinar - Women and Wealth: Creating Passive Income with Purpose

    FEB 9

    Webinar - Women and Wealth: Creating Passive Income with Purpose

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Join Bronson Hill on the Mailbox Money Show for a replay of this empowering "Women & Wealth" webinar, spotlighting trailblazing female leaders reshaping real estate and alternative investing. Kaaren Hall Founder and CEO of UDirect IRA Services, a leading self-directed IRA custodian. Expert in alternative assets inside retirement accounts (real estate, precious metals, crypto, syndications). Author of The BiggerPockets Guide to Self-Directed IRA Investing. Christina Suter Wealth consultant and registered investment adviser at Christina Suter Wealth Consulting. Focuses on coaching investors, psychology of money, and building long-term wealth through real estate and diversified assets. Known for practical, mindset-driven guidance. Ashley Wilson Founder of Bar Down Investments, multifamily operator with thousands of units managed. Author of The Only Woman in the Room. Specializes in value-add multifamily acquisitions, operations, and scaling in challenging market cycles. Veena Jetti Founder & CEO of Vive Funds, a multifamily investment firm. Has raised over $400 million and controls more than $1 billion in multifamily assets. Expert in large-scale acquisitions, distressed opportunities, and institutional-grade syndication strategies. From rate-cap realities and development tailwinds to the psychology of fear vs. opportunity, this session delivers actionable strategies for navigating 2025–2026 volatility while celebrating female excellence in a male-dominated space. TIMESTAMPS 0:36 - Welcome 2:00 - Panelist Introductions: Christina Suter, Kaaren Hall, Ashley Wilson, Veena Jetti 3:00 - Market Overview & Current Sentiment 3:35 - Kaaren Hall: Crypto & Metals Surge in Self-Directed IRAs 4:48 - Ashley Wilson: Multifamily Holding Pattern & Foreclosure Pressures 6:23 - Veena Jetti: Best Time to Buy Amid Retail Fear 8:00 - Christina Suter: Disconnect in Pricing, 2026 Loan Maturities Opportunity 10:55 - Q&A: Rate Caps Realities & Misunderstandings 13:07 - Ashley: Rate Caps Not a Full Shield 13:35 - Veena: Rate Cap Accrual & Cash Flow Challenges 16:16 - Bronson: Modular Development Niche in Fire Areas 20:48 - Christina: Development with HUD Financing Opportunity 21:29 - Veena: Retail Investor Mindset Shift & Institutional Focus 27:07 - Fixed-Rate Debt & Long-Term Holds 28:00 - Veena: Retail vs. Institutional Investor Resilience 30:44 - Ashley: Industry Education Gaps & Long-Term Game 34:19 - Accredited Investor Changes Discussion 35:17 - Kaaren: Syndications Still #1, Crypto Rising 36:11 - Wealth Forum Plug & Upcoming Event 38:13 - Women in Real Estate: Overcoming Doubt & Representation 39:21 - Kaaren: Value Over Gender Perception 39:47 - Ashley: Superpower of Women Investors, Role Modeling 43:07 - Christina: Psychological Approach & Team Alignment 47:23 - Ashley: Comfort in Male-Dominated Spaces, Collaboration 51:30 - Closing & Contact Info Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Christina Suter: Email: info@christinasuter.com Text/Call: 310-463-5942 Website: https://christinasuter.com/ Veena Jetti: Instagram: https://www.instagram.com/veenajetti/ 28-Day Guide: https://www.sixfiguredealchallenge.com/join-veena Linkedin: https://www.linkedin.com/in/veena-jetti/ Ashley Wilson: Website: https://www.badashinvestor.com/ Linktree: https://linktr.ee/BadAshInvestor Instagram: https://www.instagram.com/BadAshInvestor/ Conference Connect: https://conferenceconnect.com/search?type=speaker Kaaren Hall: Website: https://udirectira.com/ https://www.ocreia.com/ Linkedin: https://www.linkedin.com/in/kaarenhall/ Facebook: https://www.facebook.com/kaaren.hall/ #WomenInRealEstate #WealthBuilding #MultifamilyInvesting #SelfDirectedIRA #MarketCycleOpportunities #PassiveIncome #AlternativeAssets

    56 min
  8. Webinar - Due Diligence Masterclass

    FEB 2

    Webinar - Due Diligence Masterclass

    Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Join Bronson Hill on the Mailbox Money Show for a replay of this powerful Due Diligence Masterclass webinar, where a battle-tested panel shares hard-earned lessons on spotting red flags, avoiding costly mistakes, and protecting capital in today's high-stakes investing landscape. The Panel: Jason Hartman Founder of Empowered Investor and Hartman Media, host of the long-running Creating Wealth Show podcast (one of the earliest real estate investing podcasts). He’s a veteran real estate investor, educator, and author focused on income-producing properties, nationwide investing strategies, and helping people build wealth through controlled, direct real-estate ownership. Denis Shapiro Founder of SIH Capital Group, specializing in multifamily and alternative real estate investments. He is the author of a comprehensive guide on alternative investing (often referred to as the "Almanac of Alternative Investing"). Denis has deep experience raising capital, structuring deals, and navigating both successful syndications and painful lessons from fraudulent schemes. Tom Burns Physician-turned-real-estate investor and founder of the Rich Life Mastermind. With decades of experience in multifamily real estate, Tom is known for his practical, conservative approach to investing. He emphasizes transparency, market-rate returns, and thorough vetting; he previously presented "How to Spot the Wolf Before the Wolf Spots You" at Bronson’s Wealth Forum events. Whether you're a passive investor tired of black-box deals or an operator building trust, this session delivers actionable green/red flags, real-world fraud stories, and mindset shifts to turn obstacles into resilience. Don't invest blind—equip yourself with the tools to see the wolf before it sees you. TIMESTAMPS 1:49 - Episode Overview 2:57 - Panelist Introductions: Tom Burns, Denis Shapiro, Jason Hartman 5:00 - Tide Goes Out: Exposing Weak Deals 6:18 - Two Types of Risk: Fraud vs. Exposed Fundamentals 8:18 - Poll: Top Fear in Passive Investing 8:30 - Tom Burns: Short Memories, Boring Wins, Control Matters 10:45 - Jason Hartman: Tolerance for Failure, Commandment #3 - Maintain Control 14:27 - Three Risks of Relinquishing Control: Crook, Idiot, High Fees 16:05 - Vet Fees Like Mutual Funds 19:02 - Tom Burns: Stories of Brilliant Frauds, Be the Irritating Investor 21:30 - Poll Results: Fear of Losing Principal 21:52 - Bronson: ATM Fund Lessons - Predictable Income, Black Box Red Flags 23:04 - Denis Shapiro: Three Ponzi Experiences, Green Flags Overview 25:41 - Too-Good-to-Be-True Terms and Over-Glorification of Taxes 26:49 - Culture & Direct Access to Operator 29:42 - American Greed Traits: Generosity, Charisma, Aspirational Show 31:58 - Jason: Marco Santarelli Case Study 35:13 - Affinity Group Targeting & Group Vetting Power 37:58 - $100K Allocation Lightning Round 38:28 - Tom: In-Place Multifamily, Below Replacement Cost 39:21 - Denis: Affordable Housing & Hospitality Opportunities 40:36 - Jason: Housing (Single-Family Rentals) as Proven Asset 41:40 - Green Flags: Transparency, Market-Rate Returns, Simple Structures 46:21 - Q&A: Due Diligence Services & Tools 50:30 - Closing Joint the Wealth Forum: bronsonequity.com/wealth Connect with the Guests: Jason Hartman: Pocast: "The Creating Wealth Show with Jason Hartman" Website: https://www.jasonhartman.com/ Denis Shapiro: Email: Denis@SIHCapitalGroup.com Website: https://sihcapitalgroup.com/ Tom Burns: Email: hello@richdoctor.com Website: richdoctor.com #DueDiligence #InvestorProtection #RealEstateInvesting #SyndicationRisks #AlternativeAssets #PassiveInvesting #OperatorVetting

    58 min
5
out of 5
84 Ratings

About

Are you looking for ways to grow your income without costing you more time? Many people think that to invest in real estate or other assets, you have to be involved on every level. In the Mailbox Money podcast, we explore new asset classes to invest in as well as tools that will make you a better passive investor. You won’t want to miss an episode because they’re packed full of life-changing wisdom from thought leaders. Hit subscribe and prepare to have your financial life changed! Bronson Hill is the host of the Mailbox Money podcast and the founder and CEO of Bronson Equity.

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