The Passive Investing Show

The Passive Investing Show
  • 4,5 (17)
  • ИНВЕСТИЦИИ
  • ЕЖЕНЕДЕЛЬНО

The wealthy have known for a long time that the fastest way to grow wealth is not only through Wall Street, but by using alternative investments! And there’s nothing stopping you from walking that same path. The Passive Investing Show is your guide to learn what the wealthy have known all along: how to get your money working for you, to allow you to grow wealth and achieve financial freedom. Join hosts J Scott and Ashley Wilson each week as they pull the curtain back and show you how you can fast-track your retirement and achieve financial freedom through the power of passive investing.

  1. 12.10.2022

    E22: Real Estate Investing for Nurses with Savannah Arroyo

    If you have asked how to generate passive income, you may have heard that you should invest in real estate. Doing so makes sense but can feel intimidating for new investors. What if they fail at it? Who do they turn to for guidance? How will they organize property management? These are valid questions, and we are here to address them for you. Our guest is Savannah Arroyo, a registered nurse and multifamily real estate investor. She finds joy in sharing her journey to achieving financial freedom through real estate. She addresses critical questions — such as how to get investors, purchase property, and what to do when establishing property management. Improve your net worth and find financial freedom with real estate. Tune in to the episode now! Here are some power takeaways from today’s conversation: Seek expert help Pay attention to property management Build your network Episode Highlights: [1:38] Savannah’s Journey to Real Estate Syndication Savannah talks about her dream of being free from financial constraints while being a nurse. This dream led her to dig into real estate investing to generate passive income. Savannah and her husband broadened their reach by finding other people who would do it with them. [8:46] Seek Expert Help Moving into syndication and being responsible for growing other people’s investments, Savannah realized the importance of formal coaching, mainly for two things: (1) accountability and (2) expert guidance. [11:54] Look Into Property Management Property management is vital to scaling the value of real estate property. Savannah advises looking into the management first before purchasing a property. She also suggests interviewing management teams to establish communication and tour the ground with the property manager. [14:45] Find the Right Investors Get into a conversation with potential investors first. Ensure trust, and see to it that they are agreeable with the plans and predictions of the investment. Notable quotes from the episode:   [2:45] “We stumbled upon real estate investing for obvious reasons. It’s one of the best ways out there to grow wealth.” [7:18] “The biggest barrier to people handing over money to one of your investments is trust. They need to be able to trust you.” [24:10] “If you’re interested in doing something that someone else has done, reach out and connect to them.” Resources Mentioned: Savannah Arroyo: Instagram | LinkedIn | Facebook | Twitter | TikTok The Networth Nurse: Website BiggerPockets Podcast  The Passive Investing Show Ryan Pineda (on real estate and NFT): Website

    26 мин.

  2. 28.09.2022

    E21: Looking Forward with Alternative Assets with Bob Fraser

    We’re living in interesting times. The stock market is up, the dollar is down and everyone’s talking about inflation. While it can be tricky to make sense of all the noise, there are definitely opportunities to be had in the current economic environment. In this episode, J and Ashley talk with Bob Fraser, cofounder of Aspen Funds, on how you can leverage inflation and what asset classes are worth exploring. Join them as they explore the investment and income opportunities in our current economy. Here are some power takeaways from today’s conversation: Develop a macro thesis. Work with skilled operators. Get good debt and invest. Pay attention to energy. Leverage inflation. Episode Highlights: [6:30] Making an Investing Thesis First, develop a macro thesis. Determine what things you are going to do really well. Then, figure out the best strategies. Finally, find the best ways to invest and hire a skilled operator if needed. [11:18] Investing in Energy and Real Estate Investment in energy, oil and gas, and infrastructure has dropped in the last seven years. Energy requires billions of investment to maintain, so we have a massive energy crisis right now. Inflation can be affected by inflation. Some opportunities include: Borrow debt at fixed rates Get inflation-protected assets [16:46] Macro Trends to Consider Smart debt is a rich man’s tool. Borrow money at fixed rates below the inflation rate, then invest in inflation-protected assets. Currently, there’s a massive trend of reshoring and local manufacturing. There will be a need for local manufacturing and inventory in the next year. You must be market-dependent. Look at the location first when searching for investments. [26:44] Interests, Concerns and Opportunities, and Advice They are currently investing in short-term rentals. Inflation is both your greatest enemy and greatest tailwind. Get out cash, get good debt, and invest. Pay attention to the energy markets. Bob also advises to watch The Passive Investing Show—it’s the secret to wealth creation. Tune in to Bob’s podcast, Invest Like a Billionaire, too! Notable Quotes from the Episode: [7:25] “You can’t predict the waves, but you can predict the tides.”  [10:19] “You can’t have hubris in the investment world.” [17:31] “Debt is a rich man’s tool.” Resources Mentioned: Aspen Funds Invest Like a Billionaire The Passive Investing Show

    30 мин.

  3. 21.09.2022

    E20: Passive Franchise Ownership with Nick Friedman

    Are you looking to invest your money but don’t want the hassle of doing it yourself? Or are you a business owner looking for a low-cost, low-risk way to expand your brand? Franchising might be the answer for you! Franchising is a great way to build passive investment. With a franchise, you get all the benefits of owning your own business without all the risk and hassle. In this episode, J and Ashley talk with Nick Friedman, cofounder of College H.U.N.K.S. Hauling Junk and Moving, about how investing in franchises helps you build passive wealth. Join them as they explore the passive income opportunities in franchising and what to expect. Here are some power takeaways from today’s conversation: Find the right investment fit for you. Do your research on franchising. Be patient with results but urgent in the effort. Invest in what you know. Episode Highlights: [6:43] Franchising the Business Being a franchisor isn’t very passive. Not only are they selling the franchise but they are also providing support, tools, marketing, logistics, and technology. [10:43] Building Passive Income Through Franchising They saw the opportunity to create an investor model or absentee owner where the owner may have the capital but not the time or bandwidth to run the daily operations. So the franchisor finds a manager to handle the daily operations who may not have had the capital to do so. Do your research. Look at the International Franchise Association’s website. By filtering your options, you can find a passive franchise investment. [16:42] What to Expect in Franchising When investing in a franchise, there will be some involvement. But it’s still passive since you’re not spending every day working on that project. [22:12] Nick’s Interests, Concerns, and Advice He’s a passive investor in Franchise123, and so he’s currently invested in that particular model. With interest rates rising, he’s keeping a close eye on the housing market. Have patience for results but urgency of effort. Invest in what you know. You can also expand what you know. Always give a little bit more than people expect. Notable Quotes from the Episode: [4:15] “In order to grow a business, you’ve got to learn how to work on the business, not just in the business. You’ve got to create systems and processes for the business to scale.” [13:41] “It’s a wide universe out there. And it’s worth doing some research to explore what might be a good fit or good investment opportunity.” [26:47] “Have patience for results but urgency of effort.” Resources Mentioned: The E Myth Revisited by Michael Gerber Traction by Gino Wickman International Franchise Association Kidokinetics Franchise123 College H.U.N.K.S. Hauling Junk and Moving Nick Friedman’s website The Passive Investing Show

    30 мин.

  4. 14.09.2022

    E19: The Quitters Manifesto with Pat Hiban & Tim Rhode

    Are you a quitter? Chances are, if you've ever set a goal and failed to achieve it, you answered “yes”. And that’s okay! Quitting often gets a bad rap, but in some cases, it’s the best thing you can do for yourself. So it’s important to know when to quit—to know when to cut your losses and move on to bigger, better things. In this episode, J and Ashley talk with Tim Rhode and Pat Hiban, the founders of Gobundance and authors of The Quitter’s Manifesto, about knowing when and how to quit. Join them as they explore what you need to figure out and prepare before quitting. Here are some power takeaways from today’s conversation: Know when to quit. Build your quit team. Prepare a financial safety net. Pursue your interests. Stay calm in uncertainty. Episode Highlights: [4:49] How The Quitter’s Manifesto Came to Be Tim had taught Pat how to quit his job and begin passive investing, allowing him to retire at 46. Their goal was to create a tactical book to teach people when and how to quit their job and build a financial safety net. [10:09] Making the Big Decision Quitting is scary. Tim and Pat created the Soul Sucking Audit. Scoring 6 or less means that it’s time to quit. It has five categories: Are you being well compensated? Does your organization respect you? How well do you fit in with the team and organization? Are you able to grow within the organization? How do you feel every day when you wake up? [14:10] Building Your Quit Team Your quit team needs four people. First, stakeholders are people who will support you. Second, partners are people who will do well if you do well, such as a business partner. Third, a mentor is a figure in your industry that has experience and expertise. Lastly, a coach keeps you accountable for meeting your daily goals. [20:19] Preparing a Safety Net Getting your finances in order is essential, especially when you’re quitting. Some things you can do to prepare your finances: Know your numbers. Get credit and ensure you have funds. Have an emergency fund. [22:34] Advice for Investors Spend as much time as you can in interest over obligation. Pursue the things that interest you rather than the things you’re obligated to do. And that makes you more productive in doing what you have to do to get to what you want to do. We are currently living in uncertain times. But accept that some things are out of your control and stay calm. Notable Quotes from the Episode: [10:14] “Quitting is scary. You need to come to a conclusion. It is scary. And it’s good that it’s scary because if you’re lackadaisical and not scared when you quit, you might not do as good of a job at whatever you do next.” [17:13] “If you have a good solid quit team, chances are you’re going to make it.” [34:39] “Just about everything we do, we don’t have as much control as we really think we do. So you just have to stay calm.” Resources Mentioned: Gobundance 1Life Fully Lived The Quitter’s Manifesto The Passive Investing Show

    37 мин.

  5. 07.09.2022

    E18: Tax Benefits & Carbon Credits with Eric Shelly

    TITLE: Tax Benefits & Carbon Credits with Eric Shelly When it comes to saving money on taxes, one of the most important things to remember is taking advantage of tax benefits. Tax benefits come in different forms, but they all serve the one purpose: to cut down taxes. Carbon credits do the same thing. By offsetting your carbon footprint, you can receive tax breaks and other financial incentives. In this episode, J and Ashley talk with Eric Shelley, CEO and Fund Manager of Freedom Impact Consulting, about tax benefits and carbon credits. Join them as they investigate taxes, energy investments, and carbon capture technology. Here are some power takeaways from today’s conversation: Invest in oil drilling. Select your investors carefully. Make sure your investments are compatible with financing. Consider environmental preservation. Monitor the energy policy. Episode Highlights: [4:24] Building Investment Working in real estate didn’t deter Eric from looking for another means to increase his income. He entered the energy sector, which exposed him to oil drilling as a passive investment. He was introduced to Sita Technology’s equipment that collects oil without drilling. Since it is an oil production project, he took advantage of two benefits as a bonus depreciation in the first year of his passive investment. [11:32] Managing Profits Earning money from his passive investment in the energy sector was difficult. It required several annual adjustments to reflect oil output. Thus, his earnings are determined on price fluctuations and revenue streams. [16:47] Selecting Investors First, determine whether the investment meets your criteria. Second, confirm that the investor is qualified. Third, determine if the investor has prior expertise. [18:25] Overcoming Risks Some of the major issues that you might face or have faced as a passive investor in the energy sector include: Huge energy demand in the next 5 to 6 years Lone company with patented equipment for oil collection [24:46] Considering Externalities Watch energy policy. The government is serious about going green while increasing energy utilization today. How they respond to the policy may influence how investors respond to them. Notable Quotes from the Episode: [1:39] “I realized that in my early 50s, I was going to have to be responsible for my retirement. So I decided to learn about passive investing.” [22:46] “One of the things that is created by [carbon capture fund] is that we are giving people a great tax benefit in year one.” [27:14] “If you get good financing, and then fit the asset to it, … cash flow will cover the investment. And it’ll do what you intended it to do.” Resources Mentioned: Chevron Exxon Sita Technology Freedom Impact Consulting The Passive Investing Show

    30 мин.

  6. 31.08.2022

    E17: How to Get 150% ROI by Renting by the Room with Ryan Chaw

    There are many ways to make money from investing in real estate. One of these is renovating a large house strategically and renting rooms to multiple tenants. In this episode of Passive Investing Show, the Founder of Newbie Real Estate Investing joins J to discuss reaping high returns by having multiple leases. Join them as they break down the process of property and tenant management and how to make money renting by the room. Here are some power takeaways from today’s conversation: Consider renting by the room Look for a responsible tenant base Manage conflicts between tenants Make real estate management hands off Streamline your systems Episode Highlights: [01:16] Renting by the Room Ryan bought his first house in Stockton, California, for $262,000. He targets large houses close to schools where he can add a fifth or sixth bedroom. [09:00] His Tenant Base Ryan targets high-end colleges with well-rounded and responsible professional students. Ensure doing multiple leases is legal in the area. In managing tenant conflicts, he sets house rules for them to follow and empowers them to have a discussion. [16:29] Additional Expenses There are little to no additional expenses from an insurance and utility perspective. From a maintenance perspective, Ryan tries to get the seller to pay for the capital expenditure parts. If not, he budgets at least 1% to 2% of the total house cost toward repairs. He informs tenants about the scheduling of upgrades. [20:38] What the Turnover and Property Management Looks Like Most tenants stay for over two years, while about 25% come through referrals. The last 10% come through advertising. With a student housing market, you can rent with no difficulty throughout the year. [29:21] Finding Great Tenants and Streamlining the Maintenance Piece He uses the PRIME Method for finding tenants. PRIME stands for: Placement of advertisements, Reviewing social media, Identifying the type of tenant, Measuring responsiveness, and Ensuring proof of income. Notable Quotes from the Episode:  [01:56] “I knew if I could just start buying properties and planting seeds, it would grow into a forest and that I could retire early, have financial independence for myself and family, and be able to give back to my community later on as well.” [20:04] “Real estate pays in four ways, right? Appreciation, equity pay down, tax benefits, and cash flow. For me, appreciation was the biggest gainer. I actually made about 50% return on my investment each year from the capital that I invested just through or mainly through appreciation.” [34:59] “Real estate is like at least a 30% ROI game in the long run per year, so why not take advantage of it now and get started?” Resources Mentioned: Connect with Ryan: Instagram Newbie Real Estate Investing FREE PDF Guide GoBundance Rich Dad Poor Dad Rentometer Zelle Rent Ready TenantCloud The Passive Investing Show

    37 мин.

  7. 24.08.2022

    E16: Why Human Capital is the Key to Success with Chetan Bagga

    Investors are always looking for the next big thing. The next property to buy, the next market to invest in, the next way to grow our portfolios. But what we often forget is that without human capital, our investments are worthless. In this episode of Passive Investing Show, the Founder of Archetype Chetan Bagga joins J and Ashley to explore the importance of human capital both for investors and businesses alike. Join them as they tackle healthcare, software, human capital, and business acceleration. Here are some power takeaways from today’s conversation: Consider software and human elements Look for surety in investments Build your human capital Create a healthy work environment Observe your emotions Episode Highlights: [07:20] Companies They Work With They work with software-enabled services companies that augment human capacity at work. There’s more surety in businesses with significant software and a human element in its delivery. [11:56] Acceleration Timeline They typically hold companies for a five-year mark. For early growth stage businesses, they give them capital and access to human capital as well. It helps companies accelerate faster until they become self-sufficient and enter the next phase of their corporate life cycle. [14:53] Industries They Focus On They focus on healthcare as delivered through the employer’s wide range. It includes providing care, such as home health and childcare, and maximizing employee performance. [18:17] Creating the Work Environment While most of their employees are located close to their offices, they don’t require them to come into the office. Rather they prioritize connection and creating a fun, exciting, and great learning environment. [20:45] Spotting Opportunities and Threats Home health is a big market with lots of opportunities. The down economy hurts all businesses. Companies will continue to need people, so human capital is important. [22:42] His Father’s Advice In life and business, you’ll encounter tough times. Observe your emotions but don’t get too absorbed in them. Recognize sentiment but keep your cool. Notable Quotes from the Episode:   [08:25] “We believe that there’s more surety in businesses that have significant software but also have a human element in its delivery.” [18:57] “It’s really just about creating the environment that people want to come into, making it an exciting, fun, challenging, great learning environment.” [22:09] “Businesses are going to continue to need people, going to need to continue to treat them great, give them the opportunity to grow.” Resources Mentioned: Connect with Chetan: LinkedIn Archetype The Passive Investing Show

    26 мин.

  8. 17.08.2022

    E15: Investing in Oil and Gas with Grant Norwood

    There’s one investment niche that has held strong for decades and is showing no signs of going away — but you have to do the legwork yourself sometimes. In this episode of the Passive Investing Show, Ashley and J discuss oil investments with Grant Norwood of the Norwood Energy Corporation. Tune in and learn the ins and outs of investing in the oil and gas industry and what it takes to drill a field. Here are some power takeaways from today’s conversation: Find opportunities yourself Take investments on a case-by-case basis Don’t hesitate to participate directly Find two people smarter than you Episode Highlights: [2:04] Norwood Energy Corp Norwood Energy Corp began as a land-and-title storefront before shifting to oil and gas; land and titles are critical to the oil and gas industry. Norwood has two primary strategies: acquire and improve land or a diversified drilling plan. [5:12] Maximizing Value and Output Improving the value of an existing asset involves having the expertise and capitalizing on opportunities. But these opportunities won’t fall in your lap — Grant takes every phone call and does a lot of legwork to evaluate potential fields. You have to go out and do the work yourself. [14:03] Strategizing Investments Grant's expectations for investment are on a case-by-case basis. He holds some properties for a long time, but others require development. There are some risks in oil — price fluctuations, on-site concerns, geological problems — but ultimately, an oil investor will have to do a lot of direct participation. [24:12] Timeframes and Cash Flow Investing in oil has a varying hold timeframe. Norwood Energy Corp holds anywhere from five to twenty years. The length of a hold varies depending on the price of an oil barrel and a company’s financial strategy. [31:31] Threats to the Industry According to Grant, COVID is a significant threat to the oil and gas industry. Recessions aren’t a concern because people still have to travel. As of now, alternative energy only contributes 3% to the energy mix. Notable Quotes from the Episode: [07:51] "So many times buyers are private, equity-backed or whatever have you, and they want all the data provided to them, or they won't even give it the time of day or look around and try to find these themselves. So they miss out on all the good ones." [11:17] "There are several different ways you can come up with a completely new concept. And you can back it up with science and data, and then get out there and try a new concept. And I mean, that's where legends are made, you know, you get out there and no one's tried it." [18:33] “But if people have been drilling in that area, it's known that, say 3000 out of the 10,000 feet, you're drilling, you need to plan for some lost circulation. Well, if you know going into it, then you're not going to lose your well.” Resources Mentioned: Norwood Energy Corp: Website Contact Grant Norwood: Company Website | LinkedIn | Blog | Email

    38 мин.
См. все (23)

Трейлер

4,5
из 5
Оценок: 17

Об этом подкасте

The wealthy have known for a long time that the fastest way to grow wealth is not only through Wall Street, but by using alternative investments! And there’s nothing stopping you from walking that same path. The Passive Investing Show is your guide to learn what the wealthy have known all along: how to get your money working for you, to allow you to grow wealth and achieve financial freedom. Join hosts J Scott and Ashley Wilson each week as they pull the curtain back and show you how you can fast-track your retirement and achieve financial freedom through the power of passive investing.

Информация

  • Автор
    The Passive Investing Show
  • Годы выхода
    2 тыс.
  • Выпуски
    23
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © The Passive Investing Show
  • Сайт подкаста
    The Passive Investing Show