Investing for Generational Wealth

Keshav Kolur
  • 5.0 (5)
  • Investing
  • Updated Weekly

Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.

  1. 3d ago

    EP. 88 - Keeping Wealth May Be Harder Than Creating It

    Analyze the Bernard Arnault strategy to see how high-level business decisions impact long-term value.Jean Baptiste Wautier breaks down the decision-making process behind one of the world's most successful business empires. By examining how capital allocation dictates which ventures succeed and which are discarded, we can learn how to apply these principles to our own portfolios.This analysis is for those looking to understand the mechanics of business growth and how elite leaders filter opportunities. True wealth management requires recognizing when an asset no longer serves the broader objective.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to JB at youtube.com/@Jean-BaptisteWautier.

  2. Sep 24

    EP. 87 - From Serving Your Country to Securing Your Future ft. Ben Batiste

    Sequence of returns risk is the silent killer of retirement plans. This breakdown explains why timing matters more than your total savings. Most retirees assume that a million-dollar portfolio provides a steady safety net, but that math breaks down when the market turns. We look at the dangerous reality of needing to withdraw fixed amounts when your assets are down, creating a cycle of compounding losses that can deplete your accounts faster than anticipated.Understanding how a single bad year early in your retirement impacts your long-term financial security is vital for anyone planning their exit from the workforce. We explore how to structure your retirement income to avoid the trap of selling during a downturn, ensuring your nest egg survives the volatility of modern markets.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to Ben at bbatiste@crestmarkwealth.com Benjamin Batiste is a registered investment advisor and registered representative offering securities and investment advisory services through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC.  800-873-7637. www.htk.com. Crestmark Wealth Group is not affiliated with Hornor, Townsend & Kent, LLC (HTK).  Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates. HTK does not provide legal and tax advice.  Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.  For educational purposes only. This presentation is not a recommendation to buy or sell any security or implement any specific financial strategy.

  3. Aug 20

    EP. 86 - The Iran War Is Back. Here's How It's Affecting Your Investments | Clive Capital Q2 2026

    Clive Capital Co-Founders Keshav Kolur and John Lai break down their Q2 2026 Quarterly Report covering the return of the Iran War, surging oil prices, the AI trade wobble, private credit stress, and shifting real estate trends across the country.Get a transparent, asset-by-asset look at portfolio performance across multifamily, build-to-rent, oil and gas, industrial warehouses, and private debt including what's at above and below projections.Plus, hear about Clive Capital's expanding tax strategy program, the launch of their new Atlanta-based real estate fund and what investors can expect heading into the second half of 2026.

  4. Aug 7

    EP. 85 - The Portfolio Protection Gap: Why Making Money Is Only Half the Job ft. Mark Pierce

    An eye-opening conversation with Clive Capital Co-Founder John Lai and veteran asset protection attorney Mark Pierce, founder of Wyoming Trust Attorney, as they explore the side of wealth-building most investors never think about until it's too late. Mark brings a rare perspective. He spent years as a bankruptcy trustee attacking trusts and recovering assets for creditors before switching sides to build structures designed to withstand exactly that kind of pressure. That firsthand knowledge of how wealth plans fail under real legal challenges now shapes every strategy he builds. If you'd like to connect with Mark Pierce, you can reach him at  wyomingtrustattorney.com.

  5. Jul 23

    EP. 84 - Creative Lending Strategies Traditional Banks Cannot Offer

    What if the financing solution you've been looking for exists, just outside the walls of your traditional bank?In this episode, Clive Capital's Keshav Kolur sits down with Aaron Marsh, 30-year corporate finance veteran and Founder of Marsh Lending to unpack the creative lending strategies most investors never hear about from their traditional bank.Whether you're a real estate investor, self-employed borrower, or high earner whose financial profile doesn't fit the conventional mold, this conversation is for you.In this video you will learn:How DSCR and bank statement loans work for investorsWhy expected rental income can qualify you for financingHow to get approved when traditional banks say noThe difference between transactional lending and a true partnershipHow smart financing decisions build long-term generational wealthThe right lending strategy can be the difference between a deal that works and an opportunity that slips away. Guest: Aaron Marsh | Founder, Marsh Lending | marshlending.com Host: Keshav Kolur | Co-Founder, Clive Capital | clivecap.com

  6. Jul 17

    EP. 83 - Strengthening Wealth Beyond Markets, Taxes, and Trust Structures with Dr. Noah St. John

    Most families spend decades building wealth, only to watch it vanish by the third generation. It's rarely the market or the taxman that does the damage; it's something far more hidden, and far more preventable. In this episode, world-renowned human performance authority Dr. Noah St. John, TEDx speaker and 27-time published author, joins Clive Capital Co-Founders Keshav Kolur and John Lai to go beyond markets, tax strategy, and legal structures. Together they unpack the human patterns, mindset triggers, and behavioral blind spots that quietly undermine even the most well-structured family wealth. In this conversation: The hidden trigger inside every $50M+ family that quietly caps generational performance, decade after decadeThe real reason 90% of family fortunes disappear by the third generation, and why it's not what most people assumeConnect with Dr. Noah St. John: 🌐 noahstjohn.com 📧 thenoahstjohn@gmail.com

  7. Jul 14

    EP. 82 - AI Search Is Quietly Reshaping Markets with Robert Checchia

    AI search is transforming how investors discover, evaluate, and trust financial information. As algorithm-generated answers replace traditional search results, speed has won out but accuracy and context haven't always kept pace. In this episode, we dig into how AI search is reshaping financial media, where AI-generated insights quietly fall short, and what investors need to do to separate credible analysis from confident-sounding misinformation. You'll walk away with practical frameworks for evaluating AI-generated financial content, spotting hidden biases, and making sharper, better-informed investment decisions in an increasingly automated information landscape. Joining us is Robert, CFO of a private equity-backed, 300-person financial media company, where he drove a 1,200 basis point improvement in operating margins and led the company's shift toward higher-margin, recurring revenue streams. Over a 20+ year career in finance, Robert has led and navigated a wide range of transactions from mid-market restaurant sales and distressed restructurings to a $5.8 billion strategic sale and a $50 million LBO refinancing. Tune in for a look at AI, trust, and the future of financial media.

  8. May 21

    EP. 81 - Strategic Legal Planning For Sustainable Small Business Growth

    In this episode, running a small business is one of the most rewarding investments you can make, but without the right legal foundation, even the most promising ventures can face costly setbacks. Matthew breaks down the essential legal planning every business owner needs and tackles the real challenges facing small businesses today. With over two decades of experience in business law, Matthew will discuss:- Legal strategies for growing and sustaining long-term business value- Issues facing small businesses Matthew Fornaro is a Florida-based business law attorney with over two decades of experience guiding entrepreneurs and families through every stage of their business journey. A mentor for new entrepreneurs and a trusted advocate for small and medium-sized businesses and have been recognized by Forbes. Join Matthew and Clive Capital for an insightful and empowering conversation that bridges the gap between smart legal planning and sound business investment. This is your opportunity to gain expert legal knowledge directly applicable to your business and investment goals, all in one focused session designed with the small business owner and investor in mind.

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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.

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