Mechanics of Money

Sam Silverman | Silverman Capital
  • 5.0 (35)
  • Investing
  • Updated Weekly

Stop saving. Start allocating. Mechanics of Money is the technical manual for high-net-worth individuals moving from "High Earner" to "Sophisticated Allocator." Hosted by Sam Silverman (Silverman Capital), this show strips away the "get rich quick" hype to focus on the operational and financial mechanics of wealth preservation. We sit down with founders, fund managers, and tax strategists managing billions in assets to decode exactly how the ultra-wealthy structure their capital. We cover: • Private Markets: Deep dives into Multifamily Syndications, Private Credit, and PE.• Tax Strategy: Advanced frameworks like 1031 Exchanges, Bonus Depreciation, and Opportunity Zones.• Risk Management: How to vet operators and protect your downside. Whether you are looking to place your first $50k into a syndication or managing an 8-figure family office, we provide the blueprint. Subscribe to the weekly newsletter: https://www.mechanicsofmoney.coInvest with Silverman Capital: https://silvermancapital.co

  1. 21h ago

    Why Founders Get Depressed After Selling Their Company | Jerome Myers, CEPA

    What happens when you sell your company, deposit more money than you've ever had, and immediately feel worse than before? Sam sits down with Jerome Myers, Certified Exit Planning Advisor, founder of Exit to Excellence, and author of Your N.E.X.T.: Finding Fulfillment After Your Exit. Jerome built a $20 million division from zero in a single year inside a Fortune 550 company, walked away on principle, then later discovered what he calls the Founder's Exit Paradox: founders who win on paper and quietly fall apart afterward.  He now coaches founders through what comes after the transaction: the identity loss, the relationship collapse, and the spending paralysis that no advisor prepares them for. In this conversation: Jerome's origin story and the $2B founder who said he still hasn't beaten his crisisWhy 60% of the people you spend the most time with vanish after an exitThe Transaction Illusion and why money only solves two levels of Maslow's hierarchyThe mountain metaphor: ascent, summit, and the descent nobody talks aboutWhy $15M in cash can feel smaller than $3M a year in incomeWhat happens when operators become capital allocators overnightJerome's Five Scars of Success and the $44M client who wouldn't take a vacationWhy Die with Zero changed how his clients think about spendingThe scholarship text on Mother's Day and what fulfilled founders actually spend onThe purpose formula founders already know but forget to apply to themselves Topics covered: exit planning, founder psychology, post-exit depression, identity crisis, transaction illusion, hedonic treadmill, capital allocation, Maslow's hierarchy, private equity, founder fulfillment, giving policy, buy box, accredited investors, wealth management, entrepreneurship Guest: Jerome Myers, CEPA, MBA, Founder, Exit to Excellence | https://www.linkedin.com/in/jeromemyers Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.com Subscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth. #exitplanning #founderpsychology #postexitlife #transactionillusion #mechanicsofmoney #wealthmanagement #privatemarkets #entrepreneurship #founderexit #capitalallocation

  2. Jul 14

    Turning $2M Into a $20M Tax Loss: Inside the Strategies of the Ultra Wealthy | Noah Rosenfarb, CPA

    What's the difference between the entrepreneur who pays full capital gains tax on a $20M exit and the one who pays almost none? Usually, it's not income. It's whether anyone on their team was hired to plan ahead. Sam sits down with Noah Rosenfarb, a third-generation CPA who's spent his career inside the financial lives of the ultra wealthy. Noah started as an expert witness in high-net-worth divorce cases, built and sold a family office for affluent divorced women, syndicated close to $1B in real estate, and watched much of that portfolio get crushed when rates doubled.  Today he leads Wealthrive, a tax strategy firm for entrepreneurs with seven-figure incomes and eight-figure exits, built on a simple thesis: your tax preparer files history, but a strategist plans the future. In this conversation: From forensic accountant to expert witness in divorce court, and why acrimony paid the billsThe $100M family that skipped the prenup on purpose, and what the wife discovered in the divorceWhy the ultra wealthy own nothing but control everythingWhat exit tax planning is worth: typically 10-30% of the purchase priceThe proprietary structure that turns $2M invested into a $20M paper lossWhat tax "risk" actually means: audit odds by income bracket, case law, and opinion lettersPhantom gains, partnership allocations, and depreciation arbitrageNoah's real estate arc: a decade of 27% IRRs, then deals returning 40 cents, 20 cents, or zeroLosing tens of millions of investor capital, and rebuilding with gratitudeWhy his new capital only goes into his operating business and public marketsHis advice for founders years before an exit: hire a tax strategist, not just a preparer Topics covered: tax strategy, tax planning, capital gains tax, exit planning, selling a business, family office, trusts, asset protection, prenuptial agreements, IRS audits, real estate syndication, depreciation, cost segregation, phantom gains, partnership structures, high net worth, private markets, entrepreneurship, wealth building Guest: Noah Rosenfarb, CPA, Founder, Wealthrive | https://www.linkedin.com/in/noahrosenfarb Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.com Subscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth. #taxstrategy #taxplanning #exitplanning #wealthbuilding #familyoffice #privatemarkets #mechanicsofmoney #entrepreneurship #capitalgains #realestateinvesting

  3. Jul 7

    Running a US Real Estate Fund From a Costa Rica Surf Town | Sarah Miskelly

    How do you run a US real estate fund, SEC-regulated, entirely US-based investors, from a surf town in Costa Rica, and still turn down most of the deals you're offered? Sam sits down with Sarah Miskelly, founder and fund manager of Hylee Capital, a firm that helps accredited investors access carefully selected US real estate and alternative investments. Sarah grew up in her family's real estate business in Toronto, built a multi-six-figure brokerage, and then walked away from it at its peak, burned out and planning an exit from the start. She'd been quietly investing as an LP on the side, so she shut the brokerage down, moved her family to Costa Rica, and rebuilt as a fund manager she can run from her laptop. To date, Hylee Capital has deployed over $16M alongside roughly 100 investors. In this conversation: The full origin story, from managing family multifamily properties to running a fundWhy she walked away from a multi-six-figure brokerage business at its peakWhat relocating a family abroad actually costs, and why "it's cheaper" is a mythWhether managing capital remotely helps or hurts credibility with investorsDiversifying across verticals and the capital stack, not just asset classesMatching deals to an investor's actual buy box and stage of lifeWhy fund-manager compensation weighted toward exit keeps interests alignedWhat real due diligence looks like: underwriting, whisper networks, background checksThe large-name sponsor deal she passed on, and what the capital stack gave awayWhy she turns down almost everything sent to her inboundHer one piece of advice for relocating and for breaking into the space: bet on yourselfTopics covered: real estate, fund management, private real estate, due diligence, capital stack, preferred equity, common equity, LP investing, portfolio diversification, alternative investments, accredited investors, real estate syndication, passive income, relocating abroad, Costa Rica, expat life, lifestyle design, women in finance, private markets Guest: Sarah Miskelly, Founder & Fund Manager, Hylee Capital | https://hyleecapital.com Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.com Subscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth. #realestateinvesting #fundmanagement #privatemarkets #alternativeinvestments #duediligence #accreditedinvestor #mechanicsofmoney #lifebydesign #passiveincome #wealthbuilding

  4. Jun 30

    Lifestyle by Design After Building a Multiple 8-Figure Business | Arman Taheri

    How did a COVID-era face mask business become the launchpad for an 8-figure service company, and a life built entirely by design? Sam sits down with Arman Taheri, co-founder and CEO of TalentPop, a talent solutions company serving over 750 e-commerce brands with customer service management, executive assistants, and marketing support. Arman started in e-commerce, pivoted to face masks during COVID, scaled to eight figures in under a year, and used that momentum to build TalentPop into a multi-eight-figure platform, all while deliberately designing his life around the business rather than the other way around. In this conversation: The full origin story, from medical scrubs to face masks to discovering the CX staffing gapWhy mastering one core solution before diversifying was the catalyst for scaleThe "water faucets" framework for predictable, repeatable growthHow picking the wrong market size can quietly kill your ambitionsIncome tiers from $10K/month survival to generational wealth, and what changes at each levelMapping out what your dream lifestyle actually costs, then reverse engineering toward itWhy Arman chose a strategic partner over private equity, and what an 18-month search process looks likePersonal capital allocation: real estate, alternatives, managed wealth, and letting money compoundWhy investing in your primary residence might be the single best lifestyle investmentThe case against grind culture, and how to build ambitiously without burning outTopics covered: e-commerce, customer service, service business, scaling, COVID pivot, entrepreneurship, life by design, income tiers, generational wealth, strategic partnerships, private equity, personal finance, capital allocation, alternative investments, real estate, Dubai, lifestyle design, anti-grind culture Guest: Arman Taheri, Co-Founder & CEO, TalentPop | https://www.talentpop.co Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.com Subscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth. #entrepreneurship #ecommerce #servicesbusiness #wealthbuilding #lifebydesign #privatemarkets #mechanicsofmoney #capitalallocation #alternativeinvestments #generationalwealth

  5. Jun 24

    What 8,000 Millionaires Taught Me About Money | Tad Fallows

    What do 8,000 millionaires actually do with their money, and what can you learn from the patterns? Sam sits down with Tad Fallows, co-founder of Long Angle, a community of over 8,000 high- and ultra-high-net-worth members focused on managing wealth without anyone trying to sell them something. Tad bootstrapped a SaaS company to ~100 employees and a successful exit, then built Long Angle from a few dozen friends into one of the largest private wealth communities around, and he's been benchmarking how its members invest, spend, and think for years. In this conversation: Why most companies shouldn't raise venture capital — and the quiet power of bootstrappingThe net-worth tiers where life actually changes, and where it surprisingly doesn'tHow the wealthy really spend: buying back time vs. flexing, travel, and quiet wealthRent vs. buy, 2.5% mortgages, and why the housing market is frozenHow members allocate: roughly half public equities, a third in PE and alternatives, the rest in home equity, bonds, and cashWhat makes a great fund manager — investing alongside institutions, GP skin in the game, fees, and specializationThe ladder for emerging managers, from friends-and-family capital to institutional checksWhere Tad sees opportunity now: co-investments, secondaries, and upstream oil & gasWhy being a smart, educated client beats handing it all to a manager Topics covered: high net worth, wealth management, bootstrapping, SaaS exit, venture capital, private equity, asset allocation, alternative investments, secondaries, oil and gas, real estate, rent vs buy, estate planning, family offices, emerging fund managers, fundraising, roll-ups, financial independence Guest: Tad Fallows, Founder, Long Angle | https://www.longangle.com Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.com Subscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth. #highnetworth #wealthmanagement #investing #privateequity #alternativeinvestments #privatemarkets #mechanicsofmoney #financialindependence

  6. Jun 16

    How to Build a $200M Portfolio Outside the Stock Market | Mathew Owens

    Mathew Owens is a CPA who quit his corporate job in 2006, got hit by the 2008 crash, lost everything, and paid back every investor before rebuilding from scratch. Today, he's flipped over 1000 houses, raised $200M+ in private capital, lent $500M+ to flippers, and runs a cannabis farm in Maine alongside litigation finance and alternative investment strategies. In this episode, Matt breaks down how he allocates capital across real estate, alternatives, and direct business operations, and why he believes diversification across uncorrelated asset classes is the key to long-term stability. He also shares his CPA-level tax strategies for W-2 earners and high-net-worth investors, including cost segregation, the short-term rental loophole, and why California is the worst state for taxes. 🔗 Mathew Owens' 200-Point Due Diligence Checklist: MatthewOwens.com We cover: How Matt went from CPA firm burnout to flipping 1000+ houses and raising $200M+The mindset shift that got him through losing everything in 2008Why he diversifies across real estate, litigation finance, cannabis, and promissory notesVelocity of money and why redeploying capital fast matters during wealth-buildingHow litigation finance works and why it's uncorrelated to real estateHis 200-point due diligence checklist for vetting sponsors and operatorsTax strategies for W-2 earners: cost segregation, RE professional status, and the STR loopholeWhy California is the worst state for taxes and what you can (and can't) do about itInside the Ellipse cannabis farm: the business plan, team, and growth strategyWhat asset classes excite and concern Matt right now, including AI's impact on real estate

  7. Jun 12

    Nobody Talks About What Happens After You Buy the Business | Acquisitions & Asphalt

    Everyone makes content about buying businesses. But once the deal closes and you actually have to grow the thing? That's where the real playbook starts, and almost nobody talks about it. In this episode of the Acquisitions & Asphalt series, Sam Silverman and Chris Wirthlin break down exactly what it took to prepare Nationwide Paving for aggressive growth: the systems they overhauled, the employees they had to get bought in, and the processes that would've completely broken at scale if they hadn't fixed them first. They cover: Why growth fundamentally introduces risk into a business, and how to map out those risks before you start scalingThe employee buy-in problem: Why pushing for growth without bringing your team along can cost you 10-15% of your workforce overnightCareer pathing in blue-collar businesses: How showing a rake man the path to foreman to superintendent changes retention completelyWhy quality control via FaceTime calls works at 5 jobs a day but completely falls apart at 25The 6-month preparation framework: 3 months identifying broken processes, 3 months optimizing, then pushing growth as hard as possibleProactive maintenance plans: How free inspections and planned capex turn reactive property managers into sticky recurring revenue clientsThe real cost difference between preventative maintenance and full repaving, roughly $20K vs. $100-150KOrganic growth vs. acquisition: The tradeoffs, why Phoenix didn't respond to the same playbook as 30 other states, and why the best strategy combines bothIT infrastructure reality: Getting acquired companies off pen and paper when your chief estimator's "software" turns out to be a literal yellow legal padHow to systematize "founder magic" in bidding, turning unconscious competence from 25-year veterans into repeatable, accurate estimating softwareLearn more about The Pave: https://thepave.co/ Learn more about Silverman Capital: https://silvermancapital.com

    Nobody Talks About What Happens After You Buy the Business | Acquisitions & Asphalt

  8. Jun 8

    Why This Fund Makes the Most Money When Markets Crash | Vuk Vuković

    What if the best market signal didn't come from Wall Street — but from 3,500 retail traders on social media? Sam sits down with Vuk Vuković, co-founder of Oraclum Capital, a systematic hedge fund that uses crowdsourced intelligence and network science to trade weekly S&P options. Vuk and his co-founders originally built their methodology to predict elections — calling both Brexit and Trump in 2016 — before applying the same framework to financial markets. In this conversation: How wisdom of crowds and network analysis extract signal from noise in elections and marketsWhy weekly options over prediction markets like Kalshi or PolymarketUsing network science to filter echo chambers and identify whose opinion actually carries weightBuilding a fund designed to be uncorrelated to the S&P during market drawdownsThe fundraising grind as an emerging manager with no traditional finance backgroundEuropean vs American incentive structures and why they produce different kinds of entrepreneursVuk's blunt one-word advice for aspiring options tradersTopics covered: hedge funds, options trading, prediction markets, wisdom of crowds, network science, echo chambers, S&P 500, emerging fund managers, fundraising, EU vs US business culture, risk management, Kalshi, Polymarket Guest: Vuk Vuković, Co-Founder & Fund Manager, Oraclum Capital | https://www.linkedin.com/in/vuk-vukovic-oraclum/ Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.co Subscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth. #hedgefund #optionstrading #predictionmarkets #alternativeinvestments #crowdintelligence #privatemarkets #mechanicsofmoney #investing

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5
out of 5
35 Ratings

About

Stop saving. Start allocating. Mechanics of Money is the technical manual for high-net-worth individuals moving from "High Earner" to "Sophisticated Allocator." Hosted by Sam Silverman (Silverman Capital), this show strips away the "get rich quick" hype to focus on the operational and financial mechanics of wealth preservation. We sit down with founders, fund managers, and tax strategists managing billions in assets to decode exactly how the ultra-wealthy structure their capital. We cover: • Private Markets: Deep dives into Multifamily Syndications, Private Credit, and PE.• Tax Strategy: Advanced frameworks like 1031 Exchanges, Bonus Depreciation, and Opportunity Zones.• Risk Management: How to vet operators and protect your downside. Whether you are looking to place your first $50k into a syndication or managing an 8-figure family office, we provide the blueprint. Subscribe to the weekly newsletter: https://www.mechanicsofmoney.coInvest with Silverman Capital: https://silvermancapital.co

Information

  • Creator
    Sam Silverman | Silverman Capital
  • Years Active
    2024 - 2026
  • Episodes
    114
  • Rating
    Explicit
  • Copyright
    © 2026 Mechanics of Money
  • Show Website
    Mechanics of Money

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