78 episodes

Big Mike Fund podcast

Big Mike Fund Podcast Mike Zlotnik

    • Business
    • 5.0 • 69 Ratings

Big Mike Fund podcast

    091: Finding Financial Freedom with Dr. David Phelps

    091: Finding Financial Freedom with Dr. David Phelps

    Dr. David Phelps helps Professional Practice Owners (dentists, physicians, chiropractors, optometrists, veterinarians, etc.), who are seeking income-replacing passive income streams, more time off, and less stress find the FREEDOM they are looking for. If that sounds like you, you’re going to want to tune in.



    Dr. Phelps dives into what most people might be doing wrong in their investments and discusses his new book, What’s Your Next: The Blueprint for Creating Your Freedom.



    HIGHLIGHTS OF THE EPISODE



    00:54 – Background of the guest | The start of Freedom Founders



    10:00 – The value of collaborating with the right people



    20:53 – What’s Your Next? by Dr. David Phelps – The Blueprint for Creating Your Freedom  



    29:09 – If you feel stuck in your life and don’t know how to take the next step, there is a way, there are multiple ways to do it



    If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.



    CONNECTING WITH THE GUEST



    WebsiteFacebookLinkedInYoutubeYoutube Channel

    090: ‘When the Tax Tail Wags the Wealth Dog’: How Chasing Tax Benefits Can Derail your Investment Strategy with Ryan Parson

    090: ‘When the Tax Tail Wags the Wealth Dog’: How Chasing Tax Benefits Can Derail your Investment Strategy with Ryan Parson

    This week, Heritage Capital CIO, Mile Marker Club founder, and longtime friend of the Big Mike Fund podcast Ryan Parson joins us from sunny Glenwood Springs, CO. We begin our conversation with an update on the Mile Marker Club, Ryan’s initiative to help new and professional investors grow capital in alternative markets like real estate and increase their financial literacy. Later, we cover holistic wealth planning, the benefits and opportunity costs of taking a more active role in your portfolio, the current tax environment in the United States, the risk of letting tax benefits drive capital allocation, and building a strategy that suits your lifestyle instead of the IRS.
    • What is the holistic financial planning process?• Why real estate has historically been the bedrock of America’s economy• Passive versus active investing• PIGs (Passive Income Gains) and PALs (Passive Allocation Losses)• Is becoming a real estate professional right for you?• How power shifts in Washington and projected tax increases affect your holistic strategy• How to harvest passive losses and take advantage of depreciation• Revenue neutral tax codes: Will today’s gains become tomorrow’s losses?
    Quotes:
    “There’s always been a certain fascination with real estate in the US… part of the reason is that Congress and the IRS have provided different types of tax benefits relatively consistently and that extend for a relatively long period of time. And that’s been part of the bedrock that has made the US economy work so well for a couple hundred years now.” Ryan Parson
    “What the IRS giveth today, it taketh away tomorrow.” Ryan Parson


    Links:



    Mile Marker Club

    089: Tax Deferral Methods To Grow Your Business With Brett Swarts

    089: Tax Deferral Methods To Grow Your Business With Brett Swarts

    In this episode, we are delighted to have Brett Swarts as our guest. He is the Founder of the Capital Gains Tax Solutions, the host of Capital Gains Podcast, and the leading expert on Deferred Sales Tax Solutions. Every year, he trains hundreds of business professionals on how to use tax deferral method to save money and help his high-net-worth clients overcome capital gains deferred limitations.



    Brett will provide us the information on deferred sales trust as well as other tax deferral and wealth-building strategies. Tune in to understand how a deferred sales trust or other tactics will support you or your customers, so you can make more money when you sell!



    How did Brett get into what he is doing right nowWhat are the Basics of Deferred Sales TrustImportance of understanding the DST and how it secures your wealthWho decides to spend the money in the trust?Who makes the decision where the money is invested?In terms of the IRA, what are the things you can’t use inside of your trust or investments that you are buying?How much is the minimum fee to pay basically when they sell their assets and how much net will they get?What is DST plus and how does it workDifferences between DST and DST Plus



    QUOTES:



    “ Once you start doing these deals in this way, all of the sudden, you’re riding a speed racer with us as well. It may take 6 months or a year, but it definitely takes doing the deal.” – Brett Swarts



    “The market is so high that our clients look for liquidity, diversification, and to be out of debt, and if you can do that, you can preserve your wealth and a marketplace that who knows this place could last” – Brett Swarts



    RESOURCES



    Website :https://capitalgainstaxsolutions.com/



    Facebook : https://www.facebook.com/capitalgainstaxsolutions/



    YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA

    088: Real Estate Investing During The Pandemic With Kathy Fettke

    088: Real Estate Investing During The Pandemic With Kathy Fettke

    Joining us today is Kathy Fettke, the co-founder of Real Wealth Network. Kathy has appeared on CNN, CNBC, Fox News, NRP, CBS MarketWatch, and The Wall Street Journal as a guest expert. She also runs a podcast called the Real Wealth Show and being the author of the #1 best-selling book, Retire Rich with Rentals, She is also a wife and a mom. 



    Get tips and insights as Kathy discusses the good market opportunities and how to develop real wealth and cash flow by investing in assets that produce profits, such as real estate.



    WHAT YOU’LL LEARN FROM THIS EPISODE:



    Kathy Fettke shares her experiences in multifamily experience especially in this pandemicFinding out the specific market she invests in.The reason why the real estate growth has a low-interest rateImpact for Real Estate: how the evolution of technology affects the real estate business especially that we are experiencing this pandemic. Thoughts in the Residential Real Estate giving  $15,000 to first time home buyersUnderstanding and defining “Build to Rent” The typical sales price and rent for the build to rent properties.



    BOOKS MENTIONED:



    Retire Rich with Rentals



    QUOTES 



    “At the end of the day, it’s really the cash flow which still exists and you still get it, in the right market” – Kathy Fettke



    “You just have really be careful  about what you are buying, and understand that interest rates will creep up” – Kathy Fettke



    RESOURCES



    Website :https://www.realwealthnetwork.com

    087: Is Multifamily Property Worth Investing In? With Javier Hinojo Jr.

    087: Is Multifamily Property Worth Investing In? With Javier Hinojo Jr.

    Join us today with guest Javier Hinojo Jr. as he talks about how to venture into Multifamily Properties. He is the owner of IQ REI, a family-controlled real estate company that buys, manages, repairs, and sells homes in the Raleigh, Durham, and Chapel Hill, NC area, He is also a Hall Of Fame Inductee Rich Dad(Poor Dad) Elite Legacy Education Real Estate Investing.



    In this episode, Javier will discuss his experience in the real estate industry. Learn more about his journey because has a lot of great information to share with us!



    WHAT YOU’LL LEARN FROM THIS EPISODE:



    How Javier Transitioned from Single Property to Multifamily property investing What are the opportunities and how to determine the best projects to invest onUnderstanding the basis of having a successful projectFind out the challenges he experienced in property investing Ways to find a property that’s worth investingStrategies in building marketing funnel.



    QUOTES:



    “Yes, it is a challenge to transition. I believe in trying do everything on your own. It’s a team sport here, It’s a team business connect partner with people who’ve done it before.” – Javier Hinojo Jr.



    “You know, they walk into the Minefield. So why not walk behind them learn it observe it too.” – Javier Hinojo Jr.



    RESOURCES:



    Facebook : https://www.facebook.com/JavierHinojoJr/



    Facebook Group : https://www.facebook.com/groups/1billioncre



    Instagram : https://www.instagram.com/javierhinojojr/?hl=en



    Youtube : https://www.youtube.com/channel/UCMds24CC2afg7MYtq0eBIuA

    086: Senior Living In The Time Of Covid-19 With Sean Casterline

    086: Senior Living In The Time Of Covid-19 With Sean Casterline

    Today’s podcast talks about senior living in the time of the pandemic and the challenges it brings to everyone.



    Joining us is Sean D. Casterline, a recognized expert in the field of wealth management and alternative investments. He is the Founder and President of Delta Capital Management, LLC, President of Delta Advisory Group, Inc., and Partner of Delta Realty Advisors, Inc. In these positions, Sean specializes in the areas of asset management and alternative real estate investments for clients spanning a wide array of industries. In recent years, he has worked to develop investment and financial alternatives utilizing the broadest range of financing structures to maximize yields and provide maximum flexibility for investors.



    Let’s listen to this episode in its entirety to learn what senior living is, how it works, and how Sean’s company copes with the pandemic.



    WHAT YOU’LL LEARN FROM THIS EPISODE:



    Sean’s backgroundOverview on Tuscan Gardens Senior LivingHow the business worksSenior living demographics Who pays for people staying in independent/assisted livingThe company’s response to COVID-19



    BOOKS MENTIONED:



    Reinventing Senior Housing – Laurence J. Pino



    QUOTES 



    “Food is such a big driver in senior living”



    “They needed something to live for”



    RESOURES



    Website : Tuscan Gardens: Senior Living & Memory Care in Florida



    Website: Tuscan Gardens Capital Partners 

Customer Reviews

5.0 out of 5
69 Ratings

69 Ratings

Sarah Friess ,

Awesome!

I highly recommend this podcast! Mike and his guests offer amazing content!

Joe endo M3 ,

Two thumbs up!

I have learned a ton from listening to Big Mikes podcast! He has a ‘down to earth spin’ on real estate investing for people who are interested in passive investing. He understands the economy in general and is up to date on the latest trends in the U.S. and international markets. He takes a very matter a fact look at different types of real estate investing and helps me to make informed decisions on what types of investments I choose. His Russian accent only adds to the entertainment of learning real estate!

Angelo Argentieri ,

Huge Help to My Investing Knowledge

Mike provides tremendous value to my investing knowledge and strategies. Great for newbies like me and I’m sure great for experienced investors. Many things are over my head, but it pushed me to keep educating myself and listening to Mike.

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