Truly Passive Income

Truly Passive LLC
  • 5.0 (29)
  • INVESTING
  • UPDATED WEEKLY

Are you ready to build true wealth and financial independence for your family and live life exactly as you've always wanted? Each week, tune in to Truly Passive Income, as Neil Henderson and Clint Harris interview guests who are experts in using passive investing to achieve financial and location independence, design more meaningful and intentional lives, and make a positive impact on the world. If you're seeking freedom from the grind of trading your time for money and want to prioritize what truly matters in life, this podcast is for you.

  1. Maximize Your Returns With The Big Beautiful Bill Tax Breaks

    6D AGO

    Maximize Your Returns With The Big Beautiful Bill Tax Breaks

    What if the secret to building wealth was hidden in the tax code? In this episode, we’ll reveal how the “Big, Beautiful Bill” unlocks powerful new incentives for investors. From home upgrades to commercial energy credits and bonus depreciation, these updates could change how you grow your wealth. Listen now to learn how to turn tax rules into real returns. Key takeaways to listen for [01:16] What the “Big, Beautiful Bill” really means for investors [06:19] Why energy-efficient home upgrades are a hidden opportunity [10:55] How to capture massive commercial property deductions [16:01] Why bonus depreciation changes deal math overnight [20:15] What every investor should do next  Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

    24 min
  2. Long-Term Wealth And Tax-Free Growth Strategies With Ashley Tison

    OCT 27

    Long-Term Wealth And Tax-Free Growth Strategies With Ashley Tison

    What if your next tax bill could become your next investment? In this episode, Attorney and OZ expert Ashley Tison explains how Qualified Opportunity Zones turn capital gains into long-term, tax-free wealth. Learn the key deadlines and strategies that set smart investors apart. Tune in to see how this little-known tax tool could reshape your wealth strategy. Key takeaways to listen for [05:31]What a Qualified Opportunity Zone really is and why Congress created it [05:31]The three major OZ benefits every investor should know[08:16]How Qualified Opportunity Zones solve failed 1031 exchanges [24:42]The critical 180-day rule and how to avoid costly mistakes[28:25]Why the smartest investors are ditching IRR for long-term plays Resources mentioned in this episode [37:00] Novogradac 2025 Opportunity Zones Summit  [37:00] Join Ashley Tison at the Novogradac Opportunity Zones Conference on December 4 in Las Vegas, where he’ll speak on audit strategies and the OZ 1.0 to 2.0 transition. Listeners of Truly Passive Income can get 10% off with code OZPROS10% at checkout. Visit ozpros.com/podcast to learn more and claim your free month in the OZ Pros Mastermind. About Ashley Tison Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars. Connect with Ashley Website: OZProsEmail: Ashley@ozpros.com  Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

    37 min
  3. From Debt Free To Financially Free with Dr. Jeff Anzalone

    OCT 20

    From Debt Free To Financially Free with Dr. Jeff Anzalone

    What if one accident could erase everything you’ve worked for? In this episode, Dr. Jeff Anzalone reveals how a career-ending injury became the catalyst for lasting financial freedom. He shares the mindset shift that turned fear into opportunity and built true passive income. Listen now to discover how one life-changing moment can redefine your path to wealth and independence. Key takeaways to listen for Why an injury can expose the risk of relying on a single active income streamThe key mindset shift between being debt-free and being financially freeHow Dr. Jeff lost $50,000 on a crowdfunding deal and what he learned from itWhy the operator matters more than the projected returnsHow setting clear goals helps you choose the right operator, asset class, and deal Resources mentioned in this episode Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and PaperbackFinancial Peace by Dave Ramsey | Hardcover and PaperbackRich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Kindle and PaperbackThe Hands-Off Investor by Brian Burke | Kindle and Paperback About Dr Jeff Anzalone Dr. Jeff is a Louisiana-based periodontist, real estate investor, and founder of DebtFreeDoctor.com, a financial education platform for doctors and high-income professionals. After a skiing accident nearly ended his clinical career, Jeff realized that being debt-free is not the same as being financially free. Determined to protect his family’s future, he began building multiple streams of passive income through real estate syndications and other cash-flowing assets. Today, he helps medical and dental professionals replace active income, reduce tax burdens, and achieve financial independence so they can stop trading time for money and start living life on their own terms. Connect with Dr. Jeff Website: Debt-Free Doctor YouTube: Debt Free Doctor Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

    36 min
  4. Macro Trends, Tax Hacks, and Infinite Banking with Dr. Buck Joffrey

    OCT 13

    Macro Trends, Tax Hacks, and Infinite Banking with Dr. Buck Joffrey

    How does a neurosurgeon become a billion-dollar syndicator? In this episode, Dr. Buck Joffrey shares his journey from the operating room to building a multi-billion real estate portfolio. Tune in as he breaks down why he treats investments like a business, the power of cost segregation and bonus depreciation, infinite banking strategies, and his macro outlook on interest rates, inflation, and the dollar.  Key takeaways to listen for A way to build medical practices like businessesHow to evaluate value-add multifamily and create defensible NOI growthWhy bonus depreciation often beats 1031 exchanges for tax savingsEverything you need to know about infinite bankingWhat is meant by macro outlook, and why now is the time to buy assets Resources mentioned in this episode 7 Secrets of Eternal Wealth by Buck Joffrey MD | Kindle and PaperbackRich Dad's Cashflow Quadrant by Robert T. Kiyosaki | Hardcover and Paperback Explore Wealth Formula Banking and learn infinite banking strategies to grow and protect your wealth. Check out the Wealth Formula Podcast and investor resources at https://www.wealthformula.com/. About Dr. Buck Joffrey Matthew D. Sanchez is the Broker/Owner of MarketPlace Realty, LLC in Denver, Colorado, with over 30 years of real estate experience. Since founding the firm in 1992, he has led it to become a trusted name in residential, commercial, and land transactions across the Denver metro area. Known for his market expertise and client-first approach, Sanchez has built a reputation for integrity and consistent results. Beyond real estate, he’s actively involved in community development, reflecting his commitment to both professional excellence and local impact. Connect with Dr. Buck Website: Wealth FormulaPodcast: Wealth Formula Podcast | Apple Podcasts and Spotify   Longevity Roadmap Podcast | Apple Podcasts and Spotify Facebook: Wealth Formula X: @BuckJoffrey LinkedIn: Buck Joffrey, MDYouTube: Wealth Formula   Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram:a...

    43 min
  5. Physician Loans, STR Tax Plays, and Why Invest in Dubai with Dr. Gloria Esoimeme

    OCT 6

    Physician Loans, STR Tax Plays, and Why Invest in Dubai with Dr. Gloria Esoimeme

    Internal medicine physician and negotiation coach Dr. Gloria Esoimeme shares how she bought her first home, slashed her taxes, and, after relocating, built a new playbook focused on U.S. long-term rentals and active investments in Dubai. You’ll hear how she evaluates worst-case scenarios, what most doctors miss about physician mortgages, and the on-the-ground realities of buying “off-plan” in the UAE, so better tune in! Key takeaways to listen for [10:32] The best window to use a physician mortgage [15:32] Short-term rentals for depreciation, not cash flow[23:04] Why STR hours differ from 750-hour REPS[26:04] U.S. long-term rentals + active deals in Dubai without a W-2[29:42] Dubai basics that investors should know and remember Resources mentioned in this episode [41:13] How to Win Friends and Influence People by Dale Carnegie | Paperback, Hardcover, and Kindle[41:13] YouVersion Bible App   About Dr. Gloria Esoimeme Dr. Gloria Esoimeme is a physician and researcher with expertise in clinical medicine and public health. She has contributed to peer-reviewed publications and is passionate about advancing healthcare access, quality, and education. With a strong commitment to community health initiatives, Dr. Esoimeme focuses on bridging the gap between research and practice to improve patient outcomes and empower future healthcare leaders. Connect with Dr. Gloria Podcast: Negotiation Secrets With Dr Gloria Esoimeme | Apple PodcastsFacebook: ​​DrGloria Esoimeme Instagram: @gloriaesoimeme LinkedIn: Dr Gloria Esoimeme  Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

    37 min
  6. Engineering an “Unboring” Investment Portfolio with Tad Fallows

    SEP 29

    Engineering an “Unboring” Investment Portfolio with Tad Fallows

    Tad Fallows lays out how sophisticated LPs actually build resilience. Start with human networks, target low-correlation, equity-like returns, and never forget the unsexy stuff. Dial in as we cover private-market due diligence, when a wealth manager does (and doesn’t) add value, raising grounded kids around wealth, and how to apply the “holy grail” of diversification without turning your portfolio into a museum of asset classes. Key takeaways to listen for [10:42] The most overlooked risk tool for affluent families [18:43] Low correlation to public markets with equity-like returns[23:59] Why you should diversify by operating exposure[27:22] Wealth manager vs. DIY: similarities and the edge[34:17] How to raise grounded kids with wealth Resources mentioned in this episode [50:08] Raised Healthy, Wealthy & Wise by Coventry Edwards-Pitt | Kindle and Paperback[50:08] Albion’s Seed by David Hackett Fischer | Kindle, Paperback, and Hardcover [16:32] Apply to Long Angle, the trusted community for navigating wealth. Access member research, benchmarking reports, and curated investment opportunities while connecting with high-net-worth peers for authentic insights and relationships. Start your application at longangle.com. About Tad Fallows Tad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad’s background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families. Connect with Tad Website: Long Angle LinkedIn: Tad Fallows | Long Angle  Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here

    48 min
  7. Why Healthcare Pros Are Turning to Passive Real Estate with Savannah Arroyo

    SEP 22

    Why Healthcare Pros Are Turning to Passive Real Estate with Savannah Arroyo

    Former nurse leader Savannah Arroyo reveals how she jumped from running orthopedic practices to running multimillion-dollar real estate syndications, while raising two kids. Hear how COVID lit the fuse, why she structures 506(b) deals to include non-accredited nurses, the conservative playbook behind multiple full-cycle wins, and her assisted-living thesis that fuses clinical insight with cash-flowing operations. So, better tune in now! Key takeaways to listen for [03:47] The moment Savannah pivoted from hospital leadership to building multiple income streams[06:35] Why she launched Net Worth Nurse during COVID to fix the financial literacy gap in healthcare[15:46] Why Savannah raises are 506(b) so unaccredited nurses can participate[28:40] A full-cycle case study: 24-unit Oregon turnaround[33:12] Fixed-debt rule that protected LPs when rates spiked Resources mentioned in this episode [18:55] Passive Profits by Savannah Arroyo | Kindle and Paperback [41:49] Think and Grow Rich by Napoleon Hill | Kindle, Paperback, and Hardcover[41:49] Flow by Mihaly Csikszentmihalyi| Paperback About Savannah Arroyo Savannah Arroyo, known as the Networth Nurse, is a former healthcare administrator turned real estate investor and the founder of Willow Investment Group. She built a multimillion-dollar real estate portfolio while working full-time and raising two young children, proving that financial freedom is possible without quitting your job. Savannah specializes in syndications and has led investments in multifamily and assisted living assets across multiple markets. Through Networth Nurse, she empowers medical professionals and busy working parents to grow generational wealth through passive investing, education, and mindset transformation. Connect with Savannah Website: Networth Nurse | Willow Investment Group Instagram: @networthnurseLinkedIn: Savannah Arroyo, MSN, RN YouTube: Networth Nurse  Follow Us On Social MediaYouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter:...

    41 min
  8. The Ultimate Playbook for Safer Passive Deals with Pascal Wagner

    SEP 15

    The Ultimate Playbook for Safer Passive Deals with Pascal Wagner

    Tech founder turned LP, Pascal Wagner, breaks down a no-nonsense framework for evaluating sponsors, reading loan tapes, and building an LP pipeline that actually compounds. From “business-casual” relationship building on LinkedIn to why transparency beats glossy decks, he shows physicians and busy pros how to underwrite people first, structure cash reserves, and avoid shiny-object mistakes. So, better tune in! Key takeaways to listen for [05:40] Why relationships beat ads for sourcing deals [13:40] The transparency test that reveals red flags instantly[20:55] How to skim a loan tape to spot risk fast[33:19] Must-have diligence docs every operator should share[44:18] Portfolio guardrails to cap per-deal exposure  Resources mentioned in this episode [03:30] Techstars [05:40] Gobundance  [24:10] DLP Capital [46:52] The Hands-Off Investor by Brian Burke | Paperback and Kindle [48:15] Get Pascal’s Passive Investing Starter Kit, a free LP toolkit at growyourcashflow.io. Designed for high-income professionals, it shows you how to turn a volatile stock portfolio into predictable cash flow with the right education, systems, and investments. Start building six figures in passive income today! About Pascal Wagner Pascal Wagner is a Techstars-backed entrepreneur, a limited partner in real estate, and the founder of Grow Your Cash Flow. He created the Passive Investing Starter Kit to help busy professionals confidently evaluate syndication deals and sponsors, analyze debt structures, and build a consistent pipeline of passive investments. Pascal hosts the Best Ever Passive Income Playbook, where he interviews top LPs and GPs to uncover strategies for building long-term wealth. With a background in tech startups and a data-driven approach to investing, he empowers others to achieve financial freedom without sacrificing their time. Connect with Pascal Website: Grow Your Cashflow Podcast: The Passive Income Playbook | Apple Podcasts and SpotifyInstagram: @pascalwagner LinkedIn: Pascal Wagner YouTube: The Grow Your Cashflow Podcast  Follow Us On Social MediaYouTube: Truly Passive Income TikTok:a href="https://www.tiktok.com/@trulypassiveincome" rel="noopener noreferrer"...

    44 min
See All (127)

Trailer

5
out of 5
29 Ratings

About

Are you ready to build true wealth and financial independence for your family and live life exactly as you've always wanted? Each week, tune in to Truly Passive Income, as Neil Henderson and Clint Harris interview guests who are experts in using passive investing to achieve financial and location independence, design more meaningful and intentional lives, and make a positive impact on the world. If you're seeking freedom from the grind of trading your time for money and want to prioritize what truly matters in life, this podcast is for you.

Information

  • Creator
    Truly Passive LLC
  • Years Active
    2023 - 2025
  • Episodes
    127
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Truly Passive LLC
  • Show Website
    Truly Passive Income

You Might Also Like