Not Your Average Financial Podcast™

Think different about your money, your economy and your future. Be curious. Be stable. Be sane.

Episode 150: Retire Like A Millionaire on Way Less Than That

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Should you save more money?
  • Has retirement planning changed?
  • What is the responsibility?
  • What three things do you need to do during retirement years?
  • What about risk?
  • What about sequence of return risk?
  • What about the risk of longevity?
  • What about the risk of inflation?
  • What about generating an income in retirement?
  • How might you smartly decide how much to take out each year?
  • How might you consistently get growth on your nest egg?
  • What is the job?
  • How might you reduce the pressure on your retirement “job”?
  • What about a case study?
  • What about the 4% rule?
  • Are there any other options?
  • Does it have to be this hard?
  • What about the index?
  • What about guaranteed income?
  • What is the income maximization strategy?
  • What about fixed income annuities?
  • How might you reduce the risk of longevity?
  • How might you reduce the market risk?
  • What about income?
  • What about reducing your withdrawal pressure?
  • What about executive wall street bonuses?
  • What about an annuity bonus?
  • What about a participation rate in the index?
  • What about guarantees and predictability and lifetime income?
  • What are the options for getting the money out?
  • What about a level income?
  • What about future growth?
  • What about flexibility and freedom?
  • What about other possibilities?
  • What is the barbell strategy?
  • Have you heard Episode 50?
  • What is the power of adding a Fixed Indexed Annuity?
  • Would you like to see an example?  Sign up here to get them!

In this episode, we mentioned a visual spreadsheet on various ways you can take income from fixed indexed annuities. To view all the numbers and to download this spreadsheet, sign up here for access!

 

 

Episode 148: Find The Power of Zero with David McKnight

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Do you have a crystal ball?
  • Who is David McKnight?
  • Have you read David’s book, The Power of Zero?
  • Have you seen The Power of Zero: The Tax Train is Coming?
  • Will tax rates be dramatically higher than they are today?
  • What’s the disconnect between belief and action?
  • What about the book?
  • What about the fiscal situation of the U.S.?
  • What about bullies?
  • What is the Power of Zero paradigm?
  • What are the five takeaways (plus a bonus takeaway)?
  • Are we past the point of no return?
  • Will tax rates go up?
  • What about the 0% tax bracket?
  • Does this technically exist?
  • How might you position yourself?
  • What about multiple streams of tax advantaged income?
  • What about an LIRP?
  • What about social security?
  • When are tax rates going up?
  • What day will tax rates go up?
  • Are we enjoying historically low tax rates right now?
  • What happens in 2026?
  • Is there a tax sale going on right now?
  • Are you willing to pay a tax?
  • How might we pay tax on a lower amount?
  • Have you thought of it that way?
  • Is there a better time?
  • Are taxes “on sale”?
  • What are the risks of the Power of Zero?
  • What could go wrong?
  • What do you think the future of tax rates will be?
  • What are the possibilities?
  • Aren’t all retirees in a lower bracket?
  • What happens to deductions in retirement?
  • What about the standard deduction?
  • Do we spend less in retirement?
  • What about the Roth 401(k)?
  • What about the LIRP?
  • What products and tactics and strategies does David like?
  • What about Puerto Rico?
  • What’s the challenge with a Roth IRA?
  • What about income limitations?
  • Are there income limitations with a LIRP?
  • How are LIRPs more flexible?
  • What is the standard deduction?
  • What about disbursements?
  • What about the nuances?
  • What about the thresholds?
  • Will your social security be taxed?
  • What about the CARES Act and the SECURE Act?
  • What about the tax realities under the new legislation?
  • What about inflation?
  • Does printing money solve the problem?
  • What about reverse mortgages?
  • Do kids want the parent’s house?
  • Have you seen David’s documentary, The Power of Zero: The Tax Train is Coming?
  • Have you heard David’s podcast, the Power of Zero show?
  • What is the future standard deduction?
  • What are people saying?

 

David McKnight graduated from Brigham Young University with Honors in 1997.  Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch and numerous other national publications.  His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world.  In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine.  This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming.  As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in the Power of Zero retirement approach.  He and his wife Felice have seven children.

Episode 147: To Win The Lottery, You Have to Buy a Ticket with Ros Kaspi

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Who is Ros Kaspi?
  • What’s her story and background?
  • What were people telling Ros?
  • What caused Ros to change tracks?
  • Where did Ros find her opportunity?
  • What caused Ros to go out as an entrepreneur?
  • What about yoga?
  • What about a retreat?
  • What about a bed and breakfast?
  • What did Ros learn about opening a business?
  • Who was on her team?
  • What happened to her father?
  • What did Ros do in Chicago, and what did she learn?
  • What about happiness?
  • What about credit cards?
  • How is Israel different from the U.S., regarding credit cards?
  • What about Bank on Yourself type whole life insurance policies?
  • What about property?
  • What about real estate?
  • What’s an amazing way to buy property?
  • What was it like learning about the Bank on Yourself strategy?
  • What about the portfolio of policies?
  • How have the current events impacted her tenants?
  • Has the coronavirus impacted her income?
  • How has her perspective changed around money?
  • How is an employee mindset different from an entrepreneurial mindset?
  • How might your money work for you?
  • What does Ros love about Mark?
  • What about talking through ideas?
  • What about getting good feedback?
  • Do you have a personal financial advisor who is always there for you?
  • Is your financial advisor available?
  • What would Ros say to someone who is concerned about being too old?
  • How did Ros purchase a policy?
  • How did Ros purchase a cash property?
  • What are the things that intrigued Ros?
  • What other nuggets of wisdom does Ros have to share?
  • What other feedback does Ros have?
  • What about a “win the lottery” joke?
  • Do you move your feet?
  • How much do you want to make?
  • What direction do you want to go?
  • What about Bob Proctor, Jack Canfield and the mastermind group?
  • Isn’t that amazing?
  • How might we overcome obstacles?
  • If you could not leave money to your children or to the world, but only principles, habits and ideas to achieve success, what would those be?
  • Would you like to reach out to Ros? Email her at roskaspi@gmail.com!
  • Have you been sucked into financially difficulty?
  • What’s the next first step?
  • Are you the boss of your money?
  • Is your money ‘your employee’?
  • What does Ros want to add about the tax benefits?
  • What about the mastermind?
  • What’s the difference between success and failure?
  • What’s the difference between being alone and being together?

A world traveler, Ros Kaspi was born in Chicago, lived in Tel Aviv for many years, and in 2004 came back to Chicago to take care of her mother who just reached 99.

A business woman, an entrepreneur and Manager of a global company, she has experience and expertise. She studied Life Coaching with Bob Proctor and used his teachings to create Mastermind groups.

In recent years she has turned to real estate, purchasing condos, while using Bank on Yourself type whole life insurance policies to reach her real estate goals. Would you like to reach out to Ros? Email her at roskaspi@gmail.com.

Episode 145: Get Dirt Rich! Raw Land Investing with the Land Geek, Mark Podolsky

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • What is raw land investing?
  • Who is the Land Geek, Mark Podolsky?
  • What is solo economic dependency?
  • What does Mark Podolsky teach to his students?
  • How does Mark Podolsky pull passive income from raw land?
  • What can you learn about property taxes?
  • What do the comps say?
  • What’s a “margin of safety”?
  • What about research?
  • How can pricing be irresistible?
  • How is this different than owning real estate with tenants?
  • What’s Mark Podolsky’s story?
  • How many deals has Mark Podolsky done?
  • How does Mark Podolsky let the data guide him?
  • Who is raw land investing for?
  • How can we think like an entrepreneur?
  • What did Mark Podolsky learn in the process?
  • What’s trading on terms?
  • What happens once Mark Podolsky purchases an asset?
  • What percent does Mark Podolsky want to see?
  • Can you sell a partial note?
  • How long does it take to set up this business?
  • What is different about land?
  • Is raw land boring?
  • How is raw land a niche?
  • What happens if the buyer stops buying?
  • What is geekpay.io?
  • What happens if someone stops paying on the note?
  • What happens in defaults?
  • Why does Mark Podolsky love defaults?
  • What happens to the yield?
  • What’s a QRP?
  • What about depreciation?
  • Can you use a Bank on Yourself type policy in conjunction with raw land investing?
  • What does Mark Podolsky offer?
  • How does raw land investing set up passive income?
  • Why is passive income important?
  • How might we move up Maslow’s hierarchy of needs?
  • What is the simplest way to get into real estate?
  • Is there anything out there that is easy?
  • Is anything worth doing easy?
  • Would you like to read Mark Podolsky’s book, Dirt Rich?
  • Would you like the launch kit course? thelandgeek.com/launchkit
  • What are the takeaways?
  • Would you like to send us a screenshot of your review? Email us your screenshot t0 hello@nyafiancialpodcast.com, and we’ll send you the NEW book, Rescue Your Retirement by Pamela Yellen for FREE!

Armed with only $3,000, gut-wrenching fear, and absolutely no real estate experience… Mark Podolsky bought his first few parcels of raw land in 2001.

Today Mark is the author of Dirt Rich, the ultimate guide to helping you build a passive income. and owner of Frontier Properties, a very reputable and successful land investing company, and has been buying and selling land full time since 2001. By focusing on working smart, not hard, he has completed over 5,000 land deals with an average ROI of over 300% on cash flips, and over 1,000% on the deals he sells with financing terms.

Prior to his land investing success, Mark had a high-stress, soulless corporate job, and felt trapped in a state of solo-economic-dependency (i.e. his income stopped as soon as he stopped working).

Escaping solo-economic dependency changed Mark’s life in so many positive ways that he decided to teach, coach and mentor others to help them achieve their financial goals.

Even though Mark invests a lot of his time helping others, he stays actively involved in running his land investing business, and is dedicated to teaching the most current and relevant “real world” land investing methods to his students.

Episode 140: Krisstina Wise, How to Live Financially Immune

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Who is Krisstina Wise?
  • What is Krisstina’s philosophy?
  • What is the alternative mindset?
  • What about an unconventional approach to real wealth?
  • What do you prefer?
  • What about financial products?
  • What are the top 10 steps for being financially immune?
  • Who is this for? Who is this not for?
  • What about variable income earners?
  • What about micro-business owners?
  • What is a business?
  • What is an income-making machine?
  • How might we generate more income?
  • What is the ceiling?
  • What are the limits?
  • How well do we move money through our household?
  • How do you build your asset sheet?
  • What is the system?
  • What do you do when everything is out of your control?
  • What about being “financially vulnerable”?
  • What about being financially immune?
  • Would you like to visit financiallyimmune.com ?
  • What happened when the ship hit the iceberg?
  • Is it “game over”?
  • Is it about survival?
  • Where is peace of mind?
  • What is the first thing from the business point of view?
  • What is burn rate?
  • Do you know your numbers?
  • If I asked you, what is your burn rate, could you say it?
  • What is the vital sign of a business?
  • How do we lower your burn rate to survival?
  • Is this expense essential to survival?
  • Is it negotiable?
  • Is rent negotiable?
  • Is payroll negotiable?
  • Are we carrying extra weight right now?
  • What about in the household?
  • What about refinancing car loans?
  • What about refinancing mortgages?
  • What about entertainment costs?
  • If we just did one, what would we choose?
  • What can we do?
  • What are we capable of?
  • How might we add the burn rates together?
  • Are we responsible for the total burn rate?
  • Who can find the money in the business?
  • Who can find the money in the household?
  • How might we reframe a tragedy?
  • What does this financial tragedy make possible?
  • What can we now do?
  • Where are the geniuses?
  • Are you grateful for genius creativity?
  • What is the next level of creativity?
  • How might you stockpile cash?
  • How is cash like water?
  • How is cash like oxygen?
  • How do we stockpile the cash funds?
  • Who is feeling the stress right now?
  • Where is the runway?
  • How long can we go?
  • How much runway do we have?
  • How much do we have in reserves?
  • Do you have 30, 60 or 90 days?
  • Where do you have liquid funds?
  • How is Krisstina using a whole life policy loan?
  • What about the Becoming Your Own Banker philosophy?
  • What about a cash out refinance?
  • What about real estate purchases?
  • What about the investor mentality?
  • What are some different ways to get cash?
  • What about debt?
  • What about negotiating terms?
  • What is your run rate?
  • Do you have predictable income?
  • Where is the revenue of the business 30, 60 and 90 days?
  • Can you predict it?
  • What do I need to break even?
  • What is the business strategy to be net zero?
  • How is this better to know?
  • What is the run rate on the personal side?
  • How are you solid?
  • How are you just fine?
  • What about burying your head in the sand?
  • What about fear?
  • How do we get “unstuck”?
  • What makes all the difference?
  • Where is the genius within?
  • What have I collected?
  • What do I have right now?
  • How long will it last?
  • What do we need?
  • What if we woke up today and forgot our memory?
  • How might we think like a start-up?
  • When is the time to do it?
  • Game on?
  • How might we be part of the solution (and not part of the problem)?
  • Are you able to pivot and play a new game?
  • Are you stronger?
  • Are you resilient?
  • Are you willing to learn the lessons?
  • Will you be ready the next time this happens?
  • How might we support you? Schedule a call with Mark

 

 

Krisstina Wise is a real estate mogul, Millionaire Coach, and creator of several multi-million dollar businesses including Goodlife Luxury, The Paperless Agent and most recently, WealthyWellthy. She is also an international speaker and the award-winning author of the Amazon Best-Seller Falling for Money, a romance novel for your bank account. Named one of the 100 Most Influential Real Estate Leaders in the country, she has been featured in USA TODAY, as well as by Apple, Contactually and Evernote for her creative leadership with emerging technologies.

 

Episode 139: What Does A Realistic Budget Look Like?

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • What about deferred interest?
  • What about playing the game?
  • What happens when you combine knowledge and action?
  • Is money difficult to learn?
  • What happens when the market tanks?
  • What is our biggest money mistake?
  • How are budgets like a musical instrument?
  • How do you budget your cashflow first?
  • What are the 4 Rules of Budgeting?
  • What is that money’s job?
  • What is that dollar going to do?
  • What’s the problem with not budgeting? Have you heard Episode 19 yet?
  • What are your true expenses?
  • Is there an ideal budget?
  • How might you roll with the punches?
  • What happens when you spend more than you expected?
  • How do you know which dollars belong to which expenditure?
  • How do you protect against allocating the same dollars two or three times?
  • How do you plan for future goals, dreams and bigger expenditures?
  • What is the problem with most budgets?
  • Is your last budgeting failure attributed to it being too rigid?
  • How might you age your money, like a good wine or cheese?
  • What are the takeaways?
  • Can you implement these four rules in your budget this week?
  • Would you like a free month from the online budgeting software, You Need A Budget, a.k.a. YNAB? ( bit.ly/extraynab )
  • Would you like to leave us a voice message with your answer to the following question?
    • What’s your biggest concern about your retirement?

 

Episode 135: [Mythbusters] The Upside Down Fictional Security of Bonds

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Are bonds safer than stocks?
  • Are you rethinking your philosophy towards finances?
  • Do you watch financial advice on TV?
  • What is a blend of stocks and bonds?
  • Why do people believe in the blend of a 60/40 split?
  • What is asset allocation?
  • What does it mean when something is negatively correlated?
  • What is the 100 minus age rule?
  • What is a declining equity glide path?
  • Which option gives the worst outcomes?
  • Do you have a target date fund inside of your retirement funds?
  • Are bonds really the safe money alternative?
  • What about falling interest rates?
  • How do bonds work?
  • How do bond prices improve?
  • Do bonds have risk?
  • What happens when interest rates go up?
  • What is the key question driving investors?
  • Do you have a 401(k) or an IRA?
  • What about the risk?
  • Why do you expect the stock market to get you a better return than a savings account?
  • How are bonds like loans?
  • Are interest rates likely to go up?
  • Do you want to put money in something that’s “at the top”?
  • How can you know what’s most likely to happen with interest rates?
  • What happens when interest rates go up?
  • What happens with bond principal in relation to interest rates?
  • Can we control interest rates?
  • What about the “deadline” on the bond?
  • What happens with a 1% increase?
  • What happens with a 2% increase?
  • How does the risk go up?
  • What else can we do?
  • What about the volatility?
  • What about the risks baked into bonds?
  • What happens if a bond is called?
  • Would you like to reach out?
  • What are some alternative to bonds?
  • What is recurring premium whole life insurance?
  • What happens with compounding?
  • What happens when you need cash, with liquidity?
  • What about dollar cost averaging?
  • What about guarantees?
  • What about annuities?
  • What about the tax treatment?
  • What about single premium whole life insurance?
  • Have you heard Episode 91?
  • What about the tax treatment?
  • What about the potential penalties?
  • What is your risk score and how does it line up with your goals and objectives?
  • Would you like to know your risk score?
  • Would you like us to run your numbers?
  • What are people saying?
  • What does a realistic budget look like?

Episode 132: The Reason Why We’re Broke and How To Fix It

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Would you like a better sense of control and purpose?
  • Why does anyone do the thing that is not in their best interest?
  • Is there a lack of information?
  • What controls our unconscious?
  • How many of our decisions come out of our unconscious?
  • What beliefs do you have about money?
  • Is money the root of all evil?
  • Will your spouse take care of you?
  • Are you good with numbers? Do your eyes glaze over?
  • What do beliefs lead to?
  • What is the B-E-A-R trap?
  • What did Fortune magazine say?
  • What about the lottery winners?
  • Where do lottery winnings go?
  • What are the four exit ramps off the B-E-A-R trap?

  • What about Beliefs?
  • How many original thoughts do you think each day?
  • How often do you think about money?
  • What do we believe about money?
  • Do you journal?
    • What do you truly believe?
    • Have you written your beliefs down before?
    • Where do each of these beliefs come from?
    • What would your life be life if these beliefs didn’t exist?
  • What about mirror neurons?
  • What about Jim Rohn?
  • What about Excuses and Effort?
    • How might you move from resentment to gratitude?
    • What have you done already?
    • What worked? What didn’t work?
  • What did Dan Sullivan say?
  • What about Actions?
    • Who are the new people?
    • Who do you look up to?
    • Do you budget?
  • What about Results?
    • Why do I handle money this way?
    • What about relationships?
    • What about health?
    • What about hobbies?
  • What’s the upward spiral?
  • Can you change your beliefs?
  • Do you have to retrain your mind?
  • What did the Dalai Lama say?
  • Do we all start with the same potential?
  • Do we all get the exact same 24 hours?
  • Do you believe that we all have the same potential?
  • What are you doing with that potential?
  • What about activated potential?
  • What one action can you do today?
  • How can you move to massive action (over time)?
  • What is the goal?
  • What is the one thing I can do today,
    toward my goal,
    such that by doing it,
    everything becomes
    easier or unnecessary?
  • What is a distraction?
  • What about results?
  • What went right last week?
  • What went wrong last week?
  • What can you improve based on what you learned?
  • What is the Keep Improve Start Stop (K.I.S.S.) method?
  • How do you come back to belief?
  • How do you see yourself?
  • What is a weekly preview?
  • What is a weekly review?
  • What are the 3-5 major accomplishments you feel good about?
  • What is the one thing I can do today,
    toward my goal,
    such that by doing it,
    everything becomes
    easier or unnecessary?
  • What went right?
  • What went wrong?
  • What is the Full Focus Planner?
  • Do you have a physical journal?
  • What are people saying?
  • Would you like a FREE book?
  • Would you like to answer our question of the month?

 

 

 

Episode 131: Get WealthFit with Dustin Mathews

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Have you watched something that is binge-worthy lately?
  • Who is Dustin Mathews?
  • How did Dustin’s out of body experience affect him?
  • What about Dustin’s mission?
  • What about education around money and entrepreneurship?
  • What is WealthFit?
  • What sort of courses do they offer?
  • How do you evaluate the word wealth?
  • What is the difference between wealth and money?
  • What about school?
  • What about parents?
  • What creates wealth?
  • What about being outside of the comfort zone?
  • What about finding phenomenal teachers?
  • How did Dustin get to where he is today?
  • Have you read Rich Dad, Poor Dad?
  • What about real estate investing?
  • How about marketing?
  • What keeps people from achieving wealth?
  • What stands in the way of wealth?
  • Why do we try to please people?
  • Why do we find ourselves in certain situations?
  • How do wealthy people blaze a different path?
  • What happens when you follow the herd?
  • Have you seen the flea jar video on youtube?
  • How might we lead?
  • Is there only a finite amount of value in the world?
  • What companies emerge from ideas?
  • What decisions are you making?
  • Have you read the book, Grit?
  • Have you decided to be wealthy?
  • What sort of courses are available on WealthFit?
  • How does money move?
  • Why is it so important to pay off bad debt?
  • How can you make the jump from active to passive cash flow?
  • What’s the game plan?
  • Would you like to visit wealthfit.com?
  • Would you like to listen to the podcast or take the courses at getwealthfit.com?
  • Would you like to follow WealthFit and Dustin?
  • What’s your favorite memorable money mistake?

Dustin Mathews is the Chief Education Officer at WealthFit – a company disrupting the financial education space and leading ordinary people to lives of wealth. Along with many best selling books, Dustin is the host of the popular “Get WealthFit!” Show.

He has interviewed and shared the stage with athletes, business celebrities, movie producers and titans of business such as Danica Patrick, Cal Ripken Jr., Kevin Harrington, Robert Kiyosaki, Jesse Itzler, Shannon Miller, Dave Meltzer and many others.

Dustin’s ventures have been featured by Forbes, Entrepreneur, USA Today and INC Magazine. He also received recognition by the United States Patent and Trademark Office for codifying a process for creating and selling products and service, Irresistible Offer Architecture®.

Episode 130: Storing Cash in Storage Units with Kris Benson

by

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

In this episode, we ask:

  • Are storage units going to be around awhile?
  • Who is Kris Benson?
  • What about the trading time for money model?
  • How did Kris get into real estate?
  • How did Kris niche down?
  • Where are the markets for self storage?
  • How many self storage units are there?
  • What mindset do people have for using storage?
  • Are there more storage units than fast food places?
  • Who are the storage unit customers?
  • Why would someone want to invest in storage units?
  • Do storage units have fussy tenants?
  • What are the two types of investors in storage units?
  • What are the three pillars that drove Kris into storage investing?
  • What about overall returns according to the data on nareit.com?
  • What is a real estate investment trust?
  • How is storage an out-performer?
  • What happened in the latest downturn?
  • Do Americans get rid of things when times are good?
  • Do Americans get rid of things when times are bad?
  • How many players are in the storage space?
  • What are the 5 major REITS in self storage?
  • What about mom and pop operators?
  • How does Kris evaluate storage properties?
  • What about net operating income (NOI) growth?
  • What do they do at Reliant?
  • Who is John Cordova?
  • How is storage a micro market?
  • How is storage not like an apartment complex?
  • How is storage a business of convenience?
  • What can go wrong in the storage business?
  • What about direct ownership of storage?
  • What about partnering with an operator?
  • How does occupancy fluctuate?
  • What about passive income streams?
  • What about Reliant’s professional organization with 48 properties?
  • How is this a diversification tool?
  • What happens to storage units when the stock market fluctuates?
  • What are some of the tax advantages of investing in real estate?
  • Is it possible to do cost segregation on a storage building?
  • What about the recapture?
  • What about long term capital gains rates vs. ordinary income?
  • Do passive investors receive depreciation?
  • Who needs to check with their CPA?
  • What’s a non-correlated asset?
  • Have you visited krisbenson.com?
  • Would you like to visit reliantinvestments.com?
  • What does self storage provide?
  • What about growing wealth in a way that is recession resistant?

Note the disclaimer: The topics presented in this podcast are for general information only and not for the purposes of providing legal, accounting or investing advice. On such matters, please consult a professional who knows your specific situation.

///////////////////////////////////////////////////////////////////////////

////////////////////////////////////////////////////////////////////////////

  • What’s your most memorable money mistake? What lesson did you learn from it? Leave us a voice message by March 15, 2020 and we will send you Pamela Yellen’s latest book FOR FREE.

Kris Benson, is the chief investment officer for Reliant Investments, a subsidiary of Reliant Real Estate Management. Reliant Real Estate is one of the top 30 commercial self-storage operators in the U.S. in 2018. As chief investment officer at Reliant, Kris’s investing philosophy has always been about changing the paradigm of trading time for money. Kris knows the only thing in this world you cannot create more of is time . Time with your family and ultimately time doing the things you love. Investing in real estate has always been his path to passive income and he is passionate about sharing that opportunity with others.

In the last 12 months the Reliant team has invested over $96MM in self-storage projects and raised over $38MM from investors.

Self-Storage provides a unique opportunity to invest in one of the most successful asset classes in the past 5 years and take advantage of the institutional interest moving forward.

Kris graduated from the State University of Binghamton and currently lives just outside Saratoga Springs, NY with his wife Jenn and two sons, Noah and Luke.

He is an outdoor enthusiast with a passion for the ski mountain, the lake, and his mountain bike!