WealthWise Podcast

WealthWise Podcast
  • 0.0 (0)
  • Investing
  • Updated Weekly

WealthWise is a weekly conversation about becoming 1% better every day on your financial journey. Hosted by entrepreneurs Roger Bryan and Richard Lorenzen, this show comes from two guys who built businesses to earn a living, then learned how to invest that income to build real wealth. Each episode, we break down how to navigate the changing landscape of entrepreneurship, family life, and wealth building. From cash flow and investing, to raising financially smart kids and planning for multiple generations, we give you practical, real world strategies you can actually use. If you want to think bigger, take smarter risks, and build a family balance sheet that gets stronger year after year, WealthWise is your playbook.

  1. 3d ago

    EP65 WealthWise Podcast: Navigating Multi-Unit Property Financing

    The episode delves into the challenges faced when working with a mortgage broker and navigating the loan approval process. It highlights the missteps of the broker, the red flags in the process, and the need to seek alternative financing options. Additionally, it explores the potential of commercial tenant options for the property. The conversation covers the challenges and considerations related to refinancing after a construction loan, the impact of client relationship changes on business, and the navigation of mortgage brokers and lenders. It delves into the complexities of real estate financing and the impact of client dynamics on business relationships. Takeaways Working with an inexperienced or ill-prepared mortgage broker can lead to significant delays and complications in the loan approval process.Red flags in the loan approval process, such as missing documents, unclear terms, and unexplained fees, should be carefully considered and addressed. Refinancing after the construction loanChallenges with mortgage brokers and lenders Chapters 00:00 Exploring Commercial Tenant Options21:51 Refinancing Considerations and Challenges28:20 Client Relationship Challenges35:04 Navigating Mortgage Brokers and Lenders

  2. Sep 3

    EP64 WealthWise Podcast: Challenges and Considerations in Real Estate Deals

    The conversation covers a range of topics including podcast content creation, real estate investment, property acquisition, and financing strategies. It also delves into the challenges and considerations involved in real estate deals and the importance of content creation for documenting the process. The conversation delves into the strategic approach to real estate investment, focusing on leveraging equity, refinancing, and the long-term goal of building a multi-million dollar portfolio with minimal risk. The discussion also explores the impact of interest rates, tax benefits, and the potential for property value appreciation through strategic renovations. Takeaways Podcast content creation and promotion strategiesReal estate investment and property acquisition considerationsChallenges and considerations in real estate dealsImportance of content creation for documenting real estate deals Equity LeveragingRefinancing Strategy Chapters 00:00 Podcast Content Creation and Promotion03:09 Real Estate Investment and Property Acquisition12:03 Challenges and Considerations in Real Estate Deals18:00 Importance of Content Creation for Documenting Real Estate Deals25:10 Strategic Real Estate Investment26:07 Leveraging Equity and Bulk Purchases28:17 Long-Term Portfolio Growth and Liquidity29:27 Debt-to-Equity Ratio and Cash Flow Modeling45:32 Tax Benefits and Property Value Appreciation

  3. Sep 3

    EP63 WealthWise Podcast: Closing on a 4-Unit Building

    The conversation covers the challenges faced in real estate deals, financial planning and strategy, and the importance of partnership and documentation in real estate investments. It delves into the complexities of deal closures, funding requests, and the need for clear planning and documentation in real estate partnerships. Takeaways Real estate deal challengesPartnership and documentationFinancial planning and strategy Chapters 00:00 Real Estate Deal Challenges07:35 Financial Planning and Strategy17:03 Partnership and Documentation

  4. Aug 20

    EP62 WealthWise Podcast: Working on Rental Property One

    The episode covers the frustrations and challenges of dealing with lenders and documents, as well as updates on a real estate deal and plans for audience growth. The hosts discuss the need for a clear documentation process, the expansion of a renovation budget, and the potential addition of a fourth unit to the property. They also explore strategies for audience growth, focusing on YouTube optimization and content creation. The conversation covers topics related to content creation, real estate investment, market trends, and financial strategies. It delves into the process of creating anchor content for a YouTube channel, the significance of real estate deals, market insights, and the impact of interest rates on investments. Takeaways Lender and Document FrustrationsReal Estate Deal UpdatesAudience Growth Strategies Content creation for YouTube requires strategic planning and the development of anchor content.Real estate investment strategies, market trends, and interest rates play a crucial role in financial decision-making. Chapters 00:00 Audience Growth Strategies17:53 Content Creation Strategy for YouTube20:00 Real Estate Investment Insights and Strategies25:25 Market Trends and Financial Impact36:34 Anchor Content Development and Investment Strategies

  5. Aug 14

    EP61 WealthWise Podcast: Property Renovation Vendor Negotiations

    The conversation covers a wide range of topics, including real estate investment, property renovation, financing, and stock trading. It delves into the details of property remodeling, vendor negotiations, and the challenges of managing multiple properties. The discussion also explores the dynamics of stock trading and the impact of earnings reports on stock prices. The conversation covers topics such as the impact of retail traders on the stock market, the tradable asset class of AI computing power, real estate investment, podcast monetization, and content distribution channels. Takeaways Real estate investment benefits from leveraging depreciated dollars and collecting inflated rent.Property renovation involves careful vendor selection, cost comparison, and budget management.Stock trading involves analyzing market dynamics, earnings reports, and share float.Managing multiple properties requires strategic decision-making, budget tracking, and vendor coordination. Retail traders now account for 25% of publicly traded stock float, the highest in history.AI computing power has become a tradable asset class on CME, with futures contracts available for tokenized compute power.Podcast monetization can be achieved through sponsorships and product sales, with a goal of $3,000 per month to cover the mortgage of a property.Content distribution channels for the podcast include YouTube, Instagram, Spotify, and Apple Podcasts, with a focus on creating YouTube-first content. Chapters 00:00 Real Estate Investment Insights03:08 Property Remodeling and Vendor Negotiations11:17 Stock Trading and Earnings Reports20:42 Managing Multiple Properties25:25 Impact of Retail Traders26:31 Tradable Asset Class: AI Computing Power31:09 Real Estate Investment and Property Appreciation35:18 Podcast Monetization Strategies41:25 Content Distribution Channels

  6. Aug 14

    EP60 WealthWise Podcast: Structure of a Commercial Real Estate Deal

    The episode covers the co-hosts' discussion about a real estate deal, including the loan structure, renovation costs, and potential rental income. They also explore the impact of the loan on the property's valuation and the potential for refinancing. The conversation delves into the market demand for rental properties and the unique features of the property in question. A real estate deal negotiation and property inspection are discussed in detail, along with financial calculations and potential hurdles. The conversation also delves into the history of the property and the surrounding area, as well as the legal and logistical aspects of the deal. Takeaways Real estate loans can significantly impact the financial structure of a property deal.Market demand and property features can influence rental income and property valuation.Refinancing and leveraging equity can be strategic for rolling into the next real estate deal. Property inspection and due diligence are crucial in real estate transactions.Financial calculations and negotiations play a significant role in closing a deal. Chapters 00:00 Real Estate Deal Structure and Loan Impact09:11 Renovation Costs and Rental Income Potential15:59 Refinancing and Equity Leveraging21:54 Market Demand and Property Features24:50 Property Inspection and Upkeep26:14 Financial Calculations and Negotiations31:26 Legal and Logistical Considerations34:10 Property History and Surrounding Area

  7. Aug 14

    EP59 WealthWise Podcast: The Potential of Autonomous Trading Bots and the Future of Work

    The conversation covers a range of topics including stock trading, market trends, real estate investment, and property acquisition. It also delves into content creation strategies and vertical focus for brand building. The discussion provides insights into the process of property inspection, financing, and potential conversion of commercial space to residential units. The conversation covers a range of topics including property inspection, neighborhood investment, the impact of a local bakery on the economy, real estate negotiations, AI, and marketing strategies. The hosts also discuss the potential of autonomous trading bots and the future of work. Takeaways Stock trading and market trendsReal estate investment and property acquisitionContent creation strategies and vertical focus for brand buildingProperty inspection, financing, and conversion of commercial space to residential units Neighborhood investment lowers property cost but not necessarily rentThe impact of a local bakery on the economy can be significant Chapters 00:00 Stock Trading and Market Trends08:25 Real Estate Investment and Property Acquisition09:52 Content Creation Strategies and Vertical Focus17:26 Property Inspection, Financing, and Conversion27:38 Property Inspection and Investment29:03 Neighborhood Investment and Economic Impact30:20 AI, Marketing, and Autonomous Trading Bots46:03 Channel Branding and Niche Targeting48:30 Future of Work and Financial Freedom

  8. Aug 14

    EP58 WealthWise Podcast: Trump Accounts, Equities Markets, and Taxing AI Agents

    The conversation covers a wide range of topics, including Trump accounts, equities markets, banking stocks, AI, taxation of AI activities, and the future of business and agents. The discussion delves into the impact of AI on jobs, the potential for AI to become an asset class, and the implications for taxation and business valuation. The conversation covers a wide range of topics including business exits, AI implementation, real estate challenges, and the future of jobs in the AI era. It also delves into the impact of interest rates on real estate investments and the strategic scaling of businesses. Takeaways Trump accounts and the impact of government contributions on children's savingsThe surge in banking stocks and the potential impact of AI on jobs and business valuation AI implementation in businesses is crucial for scalability and value creation.Real estate investments in the current market require a focus on value-add properties and a reevaluation of down payment strategies. Chapters 00:00 Agents as Business Assets49:11 Strategic Business Scaling and Investment Opportunities

See All (65)

About

WealthWise is a weekly conversation about becoming 1% better every day on your financial journey. Hosted by entrepreneurs Roger Bryan and Richard Lorenzen, this show comes from two guys who built businesses to earn a living, then learned how to invest that income to build real wealth. Each episode, we break down how to navigate the changing landscape of entrepreneurship, family life, and wealth building. From cash flow and investing, to raising financially smart kids and planning for multiple generations, we give you practical, real world strategies you can actually use. If you want to think bigger, take smarter risks, and build a family balance sheet that gets stronger year after year, WealthWise is your playbook.

Information

  • Creator
    WealthWise Podcast
  • Years Active
    2023 - 2026
  • Episodes
    65
  • Rating
    Clean
  • Copyright
    © 2026 WealthWise Podcast