63 episodes

Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.
Learn more at https://finassetprotection.com/

Thinking Like a Bank Sarry Ibrahim

    • Business
    • 4.8 • 37 Ratings

Ever wonder what banks do to get so rich? Well its not just because they're banks.. rather its about the way they think. That's what we uncover here in this podcast.. how to think like a bank. You don't need to be a banker or in the banking industry but you can still copy these strategies to help improve your financial life.
Learn more at https://finassetprotection.com/

    Episode 63: Creative Real Estate Financing with Brian O’Neill

    Episode 63: Creative Real Estate Financing with Brian O’Neill

    Brian O’Neill is an experienced real estate investor, author, coach, and podcast host. In his real estate business, he specializes in creative finance strategies to purchase properties, offering flexible solutions for both buyers and sellers. Brian uses his 25 years of phone experience to solve sellers' challenges and help them move on. He wrote an eBook on the topic titled, “How to Master The Phone in 90 Days”.

    Brian spent 25 years in corporate sales, stuck in a job he didn't like, and being away from his wife and young son. After decades of trying, Brian was finally able to break free and start his own real estate business and now he helps others aspiring entrepreneurs in similar situations break out of their W2 Prisons through his coaching program and his podcast called the W2 Prison Break Show.

    Brian believes strongly in giving back. He has experienced many challenges and roadblocks in his life and had lots of help from family, coaches, and mentors along the way. Providing the highest value to his clients to help them reach their dreams is something that drives him on a daily basis.

    This episode talks about:


    Obstacles people generally have when transitioning into self-employment
    The importance of coaching and mentoring in real estate
    How Brian found his mentor and what he learned from him?
    What were Brian’s biggest fears around doing real estate deals?
    What is seller financing and how does it work?
    Structuring a seller financing deal (interest, terms, etc.)
    The advantages for the seller, in a seller financing deal
    The advantages for the buyer, in a seller financing deal
    How to find creative financing opportunities?
    Do you need to have a real estate license to carry out creative financing real estate deals?
    Leveraging your whole life cash value policy for financing.
    How whole life insurance companies are not dependent on the banking industry which can provide more real estate funding during a recession

    To connect with Brian O’Neill and to learn more about creative real estate financing, please visit:

    👉Company Website:➡️http://bkwpropertysolutions.com/

    👉Website: ➡️https://www.w2prisonbreak.com/

    👉Linkedin:  ➡️ https://www.linkedin.com/in/brian-o-neill-5069216/

    👉Podcast: ➡️ The W2 Prison Break Show

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    • 30 min
    Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA

    Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA

    Vijay Kailash, a Chartered Financial Analyst and the Founder of Kailash Capital Group, LLC. He's been an entrepreneur since a very young age. His businesses have ranged from selling Mountain Dew out of his locker in eighth grade to investing in real estate at age 23. After achieving LEAN financial independence at age 26, Vijay officially left his stay and steady corporate job in January, 2022 and launched a hedge fund specializing in income-producing strategies for accredited investors.

    In addition to running his hedge fund, Vijay is the host of the Vijay Kailash Show Podcast, where he brings on guests who discuss entrepreneurship, investing, and self-improvement.

    Vijay has been an advocate of financial education and entrepreneurship for over 15 years and teaches his firm strategy for free on his website, vijaykailash.com.

    This episode talks about:


    Vijay’s introduction to entrepreneurship and investment management before running his own hedge fund.
    What is financial freedom and how can you achieve this?
    The advantages of becoming an entrepreneur.
    What is an Index Fund?
    What are Options and how can they be used as a risk mitigation strategy?
    The two major types of Options; Call and Put
    How much can one expect to earn from investing in options?
    How O​​ptions price​​s are calculated?
    Do interest rates affect Options prices?
    Options compared to other conventional/traditional investments
    Leveraging your whole life cash value policy for other forms of investments
    How life insurance companies manage to stay in business for centuries
    Do you need to be an accredited investor to invest in this Options strategy?

    To connect with Vijay Kailash and to learn more about investing in Options, please visit:

    👉Company Website:➡️https://vijaykailash.com/

    👉Linkedin ➡️ https://www.linkedin.com/in/vijaykailash/overlay/contact-info/

    👉Facebook ➡️ https://www.facebook.com/RealVijayKailash

    👉YouTube ➡️ https://www.youtube.com/c/VijayKailash

    👉Instagram ➡️https://www.instagram.com/realvijaykailash/

    👉Email 📧 vijay@kailashcap.com

    👉Podcast ➡️ The Vijay Kailash Show

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    • 21 min
    Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett

    Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett

    Shannon Robnett has been in the real estate industry for over 40 years. He has been involved from start to finish on over $250MM  in construction projects covering the gamut from multi-family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage. As a developer with over 25 years of personal and hands-on development and construction experience, few in this industry are more dedicated to delivering numerous passive income streams to their syndicate partners. Along with his knowledgeable and dedicated team, we at Shannon Robnett Industries (SRI) create a second-to-none investor experience.

    ​This episode talks about:


    ​​​Growing up in the real estate industry
    What is bitcoin mining and how does it work?
    The advantage of investing in bitcoin mining from a tax perspective, deprecation of hardware used.
    Expected profitability Bitcoin mining
    The differences between simply owning Bitcoin and mining it
    Mining and Bitcoin circulation.
    The future outlook for Bitcoin as an alternative investment.
    How can you leverage Bitcoin without actually selling it and losing the potential growth?
    What is Decentralized finance (DeFi)?
    Shanno’s current industrial real estate deals.
    What is a Triple Net (NNN) lease and why is the beneficial for the investors
    What is bonus depreciation? Tax savings?
    Industrial real estate compared to multifamily and other asset classes
    The economic advantages of investing in industrial real estate.
    Do you need to be an accredited investor when investing in industrial real estate?
    What is a Reg CF fund? How can anyone potentially invest in this fund?
    Send a direct message to Shannon and Get a FREE COPY of Shannon’s co-authored book, Think Big!

    To connect with Shannon Robnett and learn more about Industrial real estate and Bitcoin Mining, please visit:

    ➡️Company Website:👉 https://www.shannonrobnett.com/

    ➡️Website:👉https://www.myverticalequity.com/

    ➡️LinkedIn:👉https://www.linkedin.com/in/shannonrobnett/

    ➡️Facebook:👉https://www.facebook.com/shannonrobnettindustries/

    ➡️Twitter:👉 https://twitter.com/robnett01

    ➡️Instagram:👉https://www.instagram.com/shannonrayrobnett/

    ➡️YouTube:👉https://www.youtube.com/user/MrShannonrobnett

    ➡️Podcast: https://www.shannonrobnett.com/podcast

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    • 28 min
    Episode 60: Local Private Lending with David C Barnett

    Episode 60: Local Private Lending with David C Barnett

    David C Barnett is an author, speaker, advisor, and former business broker.  David loves to say that it took him 10 years to un-learn what he was taught in business school.  University had trained him to be a middle-manager in big enterprises, he was totally unprepared for the realities of small business.

    After a career in advertising sales, David started several businesses including a commercial debt brokerage house.  Helping to finance small and medium-sized businesses led to the field of business brokerage.  Over several years, David sold dozens of businesses for others while also managing his own portfolio of income properties and starting his career as a local private investor.

    David regularly consults with professionals and banks on business and asset values.  Currently, he also works with entrepreneurs and would-be entrepreneurs around the world who are buying, selling, or trying to improve their businesses.

    This episode talks about:


    Becoming an expert in buying and selling businesses
    Starting a debt brokerage business
    Reasons why David focuses on local private money lending
    Mitigating lendings risks through collateral
    How to finance your business without a traditional bank?
    Leveraging a Bank on Yourself type whole life policy for financing
    The importance of analyzing cash flow in the lending decision
    Types of businesses David lends to
    The importance of the lender-borrowers relationships
    How to make your money grow using compounding interest?
    What is in-house financing?
    Tax advantages of borrowing, interest paid
    Understanding the legality of lending/borrowing within your jurisdiction

    To connect with David C Barnett and to know more about private lending, please visit:

    👉Company Website ➡️ www.DavidCBarnett.com

    👉Linkedin ➡️ http://ca.linkedin.com/in/davidbarnettmoncton

    👉FaceBook ➡️ https://www.facebook.com/DBarnettMoncton/

    👉YouTube➡️ https://www.SmallBusinessAndDealMakingPodcast.com

    👉Soundcloud➡️ https://soundcloud.com/dbarnettmoncton

    👉Instagram➡️  https://www.instagram.com/dbarnettmoncton/

    👉Twitter➡️ https://twitter.com/DBarnettMoncton

    👉Email List Signup➡️  https://www.DavidCBarnettList.com

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    • 39 min
    Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield

    Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield

    Daniel Weisfield is a third-generation mobile home park investor, operating more than 40 manufactured housing communities in 7 states and serving over 10,000 residents.

    His grandfather immigrated to the U.S., saved money by fixing cars in his backyard, and eventually bought a mobile home park. To build on that legacy, Daniel’s professional mission is to turn the “trailer park” stereotype on its head. He believes manufactured housing is the best way to close our country’s housing gap and create affordable home-ownership opportunities.

    Daniel holds a JD/MBA from Yale and previously worked as a strategy consultant at McKinsey & Company and as a U.S. diplomat at the State Department. When he’s not operating mobile home parks he loves surfing, wilderness conservation, speaking foreign languages badly, and spending quality time with his wife and two young kids.

    This episode talks about:


    ​​​​Daniel shares why he decided to continue the legacy of investing in mobile home parks.
    The business model of the Three Pillar Communities.
    What does “value add” mean in real estate?
    Financing a mobile park home
    Misconception about trailer home parks from the general public
    How mobile home parks have changed in the last few decades?
    Why are mobile home parks considered one of the best investments in the United States?
    Some of the tax advantages of mobile home park investing​? ​
    Who can invest with Three Pillar Communities?
    ​​Typical holding period when investing in mobile home parks?
    ​Multi-family versus mobile home parks?
    ​​The future of Three Pillar Communities, projected AUM for the future

    To connect with Daniel Weisfield and learn more about mobile home parks, please visit:

    👉Company Website➡️https://threepillarcommunities.com/

    👉Linkedin ➡️ https://www.linkedin.com/in/daniel-weisfield-33940613/

    👉Twitter➡️ https://twitter.com/danielweisfield

    👉Facebook ➡️https://www.facebook.com/daniel.weisfield

    👉Email ➡️info@threepillarcommunities.com

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    • 25 min
    Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut

    Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut

    Moshe Grunhut is a life insurance agent with New York Life. In under two years, he has been able to help hundreds of families and business owners get the financial protection they need. He focuses on getting people the information they need to make the right decisions. Moshe has used LinkedIn to bring in over half of his business, generating consistent inbound leads by utilizing the platform.

    This episode talks about:


    How Moshe built his presence on LinkedIn?
    Why is LinkedIn a great marketing tool?
    Should one take a course on LinkedIn marketing and/or hire a coach to help with LinkedIn marketing?
    What kind of posts get the most attention, in terms of engagement?
    How to come up with content ideas for LinkedIn posts?
    How to overcome your fear of posting on LinkedIn?
    Using other platforms to grow your business.
    How much time do you need to invest in LinkedIn marketing?
    Generating leads on LinkedIn and what percentage turns into sales?
    How to overcome the stigma that surrounds the financial services industry?
    How to grow your brand's organic following on LinkedIn?
    Is focusing on a specific niche necessary?

    To connect with Moshe Grunhut, please visit:

    👉Website:➡️https://www.newyorklife.com/agent/mgrunhut

    👉Linkedin ➡️ https://www.linkedin.com/in/moshegrunhut/

    👉Email 📧 ➡️  mgrunhut@ft.newyorklife.com

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

    • 23 min

Customer Reviews

4.8 out of 5
37 Ratings

37 Ratings

ChrisF5079 ,

Great job!

Sarry is focused on helping others succeed! Thank you for bringing so much value in your podcast episodes and your business!

Atlfan304 ,

Insightful, great host

I loved being on this show and listening to several of the podcasts. Sarry is a fabulous host, answering all the right questions. He does his research and really serves his audience bringing out the points in the conversation that are worthy of discussion. Highly Recommend this podcast!!

Brooklyn56987 ,

Topics that will help you build wealth

I love Sarry’s take on these financial topics and how he breaks them down to help the listeners. This podcast is well worth your time if you want to build wealth!!!

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