The Legacy Podcast with Tim Bratz

Tim Bratz
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Every entrepreneur wants to leave a legacy. No matter what industry or if it's a big business or small business, the fundamentals remain the same. Join us every Sunday at 11am ET for casual conversations between entrepreneurs, hosted by multifamily real estate investor Tim Bratz. Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of "A" players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. Subscribe to our YouTube channel: https://www.youtube.com/@legacypodofficial

  1. 5D AGO

    How to Control Deal Flow Instead of Hoping for It (ft. Brad Bone of River X AI)

    How do you close 70 real estate deals a year while living 3,000 miles away from your market? In this episode of the Legacy Podcast, I sit down with Brad Bone to break down remote operations, systemized deal flow, and how AI follow-up is increasing closings. Most investors think deals "come when they come." That's the wrong way to think about it. In this episode, I'm sitting down with Brad Bone — a real estate investor doing 70+ transactions a year in Jacksonville, Florida… while living in California. We break down: • How he built systems to operate 3,000 miles away • Why tracking daily lead counts changed everything • The shift from "hoping deals close" to controlling revenue • How shortening your revenue cycle increases stability • The real difference between flipping and wholesaling • How AI follow-up is adding 2–3 extra deals per month If you're serious about scaling — whether that's wholesaling, flipping, multifamily, or commercial — this episode is about becoming an operator instead of a deal chaser. Control the controllables. Track the numbers. Shorten the cycle. Build systems that don't depend on you. Brad Bone Website: https://riverxi.com Email: brad@riverxi.com👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/ 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

    41 min

  2. FEB 22

    Control Real Estate Without Owning It: Private Notes Explained (ft. Nick "The Note Guy" Legamaro)

    Private notes, seller financing, and data intelligence are changing how smart investors get to deals before the competition. In this episode, I break down how to control real estate without owning it — and how to position yourself ahead of everyone else in today's market. Most investors chase deals after they hit the MLS. By then, it's already competitive. The real advantage comes from understanding how banks structure deals, how professional note buyers think, and how to use private mortgage notes and seller financing to control assets without taking on unnecessary risk. In this conversation, we cover: - Why banks control real estate instead of owning it - The difference between investment-to-value and loan-to-value - How to structure private notes correctly - When seller financing makes sense - Why most investors look for the wrong signals - How behavioral data can help you get to opportunities before your competition If you're serious about building long-term cash flow, creating smarter exits, and gaining an edge in today's market, this episode will expand your thinking. //CONNECT WITH NICK Learn more about data intelligence and custom intent audiences at: https://dataaviator.com 👍 Don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

    58 min

  3. FEB 15

    Teaching Kids to Flip Houses?? (ft. Bill Allen of Kids Who Flip)

    Teenagers flipping houses? Bill Allen is teaching financial literacy and real estate investing to the next generation of entrepreneurs. In this episode of the Legacy Podcast, I sit down with Bill Allen to talk about building a $4M real estate business, navigating a $1.5M payroll when revenue went to zero, redefining what "scale" really means, and why he's now focused on helping kids build wealth through real estate instead of just leaving them an inheritance. We get into: - Scaling from 1 deal to 200+ deals per year - What COVID taught him about leadership and margins - Why "scale" can actually hurt your lifestyle - Teaching teenagers to flip houses - Legacy vs. leaving millions behind - The mindset that matters more than money Bill is the founder of Seven Figure Flipping and the creator of Teenage Tycoon and the TV show Kids Who Flip. He's built businesses in real estate, education, and media — and now he's helping the next generation think differently about money. If you're an entrepreneur, investor, or parent who wants to build real wealth and legacy, this one's for you. 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1 00:00 From 1 Deal to 200+ Deals 07:50 When Revenue Went to Zero 15:40 Why Scale Can Hurt You 27:40 Legacy Over Millions 29:45 Teaching Teens to Flip Houses

    47 min

  4. FEB 8

    The Best Retirement Accounts for Entrepreneurs Explained (SEP, SIMPLE & Solo 401k)

    This is the final episode in our 3-part deep dive on self-directed accounts, and this is where entrepreneurs can really move the needle. I'm back with Amanda Holbrook from Specialized Trust Company to break down small business retirement plans like Solo 401(k)s, SEP IRAs, and SIMPLE IRAs—and how business owners use them to contribute significantly more each year while keeping control of how the money is invested. We cover: - Which plan fits your business structure - How much you can actually put away - Roth vs pre-tax options (and why Roth matters long-term) - Leveraging retirement accounts without triggering UBIT - Borrowing from a Solo 401(k) for short-term liquidity - Asset protection, creditor protection, and beneficiary rules - How investors like Peter Thiel used retirement accounts to create massive tax-free outcomes If you're an entrepreneur, investor, or business owner who's ever said "I don't really have a retirement plan," this episode will change how you think about that. This episode is brought to you by Smart Management — our operating system for real estate operators who want better visibility, tighter controls, and stronger cash flow across their portfolio. 👉 Schedule a demo at SmartManagement.com //CONNECT WITH AMANDA Amanda Holbrook Key Account Executive at Specialized Trust Company 📞 Phone: 505-514-0587 📧 Email: aholbrook@irastc.com 🌐 Website: https://www.specializedtrustcompany.com 👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/ 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

    30 min

  5. FEB 1

    HSAs Explained: How to Invest, Grow Tax-Free, and Pay Real Expenses (ft. Amanda Holbrook)

    In episode 2 of this 3-part series, I'm back with Amanda Holbrook from Specialized Trust Company to break down two of the most overlooked tax-advantaged accounts out there: HSAs and Coverdell Education Savings Accounts. Most people think HSAs are just a place to park money for medical bills. They're wrong. We talk about how HSAs can grow tax-free like a Roth, how investors self-direct them into real estate and other assets, and how they can cover expenses most insurance won't touch. We also dive into Coverdell ESAs—how they work for K–12 and higher education, how family members can contribute, how they compare to 529 plans, and how they fit into a bigger legacy strategy for your kids. This episode is all about using accounts you already need—for healthcare and education—in a smarter, tax-advantaged way. Next week, we wrap the series with small business retirement plans (SEP IRAs and more), including how to put significantly more money away and protect it long-term. //CONNECT WITH AMANDA Amanda Holbrook Key Account Executive at Specialized Trust Company 📞 Phone: 505-514-0587 📧 Email: aholbrook@irastc.com 🌐 Website: https://www.specializedtrustcompany.com 👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/ 👉Schedule a Smart Management demo: https://smartmanagement.com 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1 #LegacyPodcast #HSA #TaxFreeInvesting #WealthStrategy #SelfDirectedAccounts

    37 min

  6. JAN 25

    Self-Directed Roth IRA: The Rules + How To Grow It Tax-Free (ft. Amanda Holbrook)

    Self-directed accounts let you take control of retirement money and invest beyond the stock market—if you follow the rules. In episode 1 of this 3-part series, I'm joined by Amanda Holbrook from Specialized Trust Services to break down the self-directed Roth IRA: how it works, who it's for, common myths, and the compliance mistakes that can get you in trouble. We also get into real strategies: the backdoor Roth, using Roth contributions as a safety net, starting Roth IRAs for kids (legitimately), what "self-dealing" actually means in real estate, and how people partner accounts the right way without commingling. Next week we'll cover specialty accounts (Coverdell ESAs, HSAs, and more). Then we'll hit small business retirement plans (SEP IRAs and other owner plans) and how to load more cash into tax-advantaged accounts. Connect with Amanda / Specialized Trust Services Website: SpecializedTrustCompany.com Email: aholbrook@irasi.com #LegacyPodcast #RothIRA #SelfDirectedIRA #RealEstateInvesting #TaxStrategy 👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/ 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

    40 min

  7. JAN 18

    This Housing Model Is Quietly Solving a Massive Problem (ft. Isabelle Guarino)

    Residential assisted living is one of the most misunderstood — and fastest-growing — housing models in the country. In this episode, I sit down with Isabelle Guarino to break down the real costs of aging care, why traditional facilities are failing, and what families and investors need to understand before it's too late. I'm joined by the Queen of Residential Assisted Living to unpack a topic most families avoid until they're forced to deal with it. We talk about the real cost of caring for aging parents, why in-home care is often far more expensive than people realize, and why large institutional assisted living facilities are struggling while smaller, residential models are thriving. Isabelle breaks down how residential assisted living works, why it feels more like a home than a facility, and how this model solves both a family problem and a massive supply-and-demand issue that's coming fast as baby boomers continue to age. Whether you're an investor, a business owner, or someone thinking about how you'll care for your parents — or yourself — this conversation will change how you think about assisted living. //CONNECT WITH ISABELLE Website: RAL101.com IG: @ralacademy YouTube:  @RALAcademy   Buy Isabelle's book Living Legacy on Amazon: https://www.amazon.com/Living-Legacy-Community-Creating-Significant/dp/1734315385 👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/ 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1 #ResidentialAssistedLiving #SeniorHousing #RealEstateInvesting #AgingParents #LegacyPodcast

    37 min

  8. JAN 11

    How Investors Use Life Insurance Like a Bank (ft. Chris Miles of Money Ripples)

    In this episode of the Legacy Podcast, we break down how some real estate investors use life insurance as a tool to store cash, borrow against it, and fund deals—using real numbers and clear examples. Most investors hear "life insurance" and immediately tune out. I get it. I did too. So in this episode, I wanted to slow everything down and actually understand how some investors are using life insurance as a financial tool—not as a product pitch, not as a hack, and not as a replacement for real estate. I sat down again with Chris Miles and asked the questions I know most real estate investors are thinking but don't always get clear answers to. We talk through: - How investors use life insurance to hold cash differently -What it really looks like in the early years (costs, break-even, growth) - How borrowing against a policy actually works - How this compares to holding cash, CDs, bonds, or money markets - When this makes sense for real estate investors and when it doesn't - We use simple dollar examples, real scenarios, and honest trade-offs. No hype. No pressure. Just clarity. This episode isn't about convincing you to do anything. It's about understanding another tool so you can decide whether it belongs in your overall strategy. If you've ever wondered where to safely park cash, how to keep money working while still using it, or why some investors structure things differently—this will help connect the dots. 👉 Book a success call with my team here: https://legacywealthholdings.com/success-call/ 👍 And don't forget to subscribe so you never miss an episode of The Legacy Podcast!  YouTube: https://www.youtube.com/ ⁨@legacypodofficial⁩   Spotify: https://open.spotify.com/show/0AJ6RPeN4m0mlWCROfpJxL Apple Podcasts: https://podcasts.apple.com/us/podcast/the-legacy-podcast-with-tim-bratz/id1587360954?ls=1

    41 min
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About

Every entrepreneur wants to leave a legacy. No matter what industry or if it's a big business or small business, the fundamentals remain the same. Join us every Sunday at 11am ET for casual conversations between entrepreneurs, hosted by multifamily real estate investor Tim Bratz. Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of "A" players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy). Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. Subscribe to our YouTube channel: https://www.youtube.com/@legacypodofficial

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