Investing for Generational Wealth

EP. 81 - Strategic Legal Planning For Sustainable Small Business Growth

In this episode, running a small business is one of the most rewarding investments you can make, but without the right legal foundation, even the most promising ventures can face costly setbacks. Matthew breaks down the essential legal planning every business owner needs and tackles the real challenges facing small businesses today. With over two decades of experience in business law, Matthew will discuss: - Legal strategies for growing and sustaining long-term business value - Issues facing small businesses Matthew Fornaro is a Florida-based business law attorney with over two decades of experience guiding entrepreneurs and families through every stage of their business journey. A mentor for new entrepreneurs and a trusted advocate for small and medium-sized businesses and have been recognized by Forbes. Join Matthew and Clive Capital for an insightful and empowering conversation that bridges the gap between smart legal planning and sound business investment. This is your opportunity to gain expert legal knowledge directly applicable to your business and investment goals, all in one focused session designed with the small business owner and investor in mind.

EP. 80 - Tax-Smart Wealth Building (Harvesting, Asset Location, Charitable Strategies)

Chad Taylor breaks down the real-world financial decisions high earners and newly liquid families face as their wealth grows. Drawing on over 20 years of experience in major brokerage firms including his role as SVP of Wealth Management at UBS, Chad shares practical, planning-driven strategies designed to optimize taxes, avoid costly mistakes, and build long-term financial clarity. Now leading Seapoint Wealth Advisors, he brings a more personalized approach to wealth management cutting through unnecessary complexity and focusing on what truly moves the needle. Join Chad Taylor and Clive Capital for a focused deep dive into tax-efficient strategies, smarter capital deployment, and disciplined wealth building without the overengineered noise. If you are navigating growing wealth and want to make smarter, tax-efficient decisions without overcomplicating the process, this is a conversation you won’t want to miss.

EP. 79 - The Wealth Strategies Hidden in Plain Sight

In this episode, Alan Porter dives into the financial strategies the wealthy use strategies most people never learn to help you legally eliminate or drastically reduce taxes in retirement. With decades of experience as a Certified Tax and Business Advisor, Alan will discuss: - How to create a tax-free retirement plan tailored to your goals. - Proven strategies to legally reduce or eliminate taxes on your investments and income. -The insider wealth-building tactics the wealthy rely on that most people never hear about. -How to protect your family and legacy while maximizing financial growth. Alan leads a powerhouse team of CPAs, tax attorneys, and elite financial professionals dedicated to delivering tax-free retirement solutions and bulletproof financial strategies. Featured in over 1,100 publications and bestselling author of Tax Free Retirement Solution, Alan has spoken at Harvard, West Point, and appeared on major media outlets including ESPN, Fox, ABC, and CBS. Join Alan and Clive Capital to gain insider insights and actionable strategies for building a tax-efficient, prosperous retirement. Don’t miss this opportunity to learn from one of the most trusted authorities in tax-free wealth planning. Take the steps today to secure your financial future.

EP. 77 - Inside the Minds of $10M Fund Managers

Join us for an insightful session that explores how fund managers identify, analyze and select investment opportunities in today’s dynamic financial markets. We will take a closer look at the decision-making process behind portfolio construction from evaluating potential investments to managing risk and maximizing returns. Participants will gain practical insights into the analytical frameworks, key metrics, and strategic thinking that fund managers use when determining which opportunities make it into their portfolios. Whether you are a student interested in finance, an aspiring investment professional, or simply curious about how investment decisions are made at the fund management level, this session will provide valuable perspectives on how successful investment strategies are developed. What you’ll learn: • How fund managers screen and evaluate investment opportunities • Key factors considered when selecting investments • The role of research, analysis, and risk management • Real-world insights into portfolio decision-making Don’t miss this opportunity to step inside the mind of fund managers and better understand how investment decisions shape portfolios and markets.

EP. 78 - $10M Raised & What's Next: Clive Capital Q1 2026 Update

In this episode, the key macroeconomic trends driving today's investment landscape from sticky inflation and slowing GDP growth to tariff impacts, the AI Supercycle, and the real estate sectors best positioned to thrive. Transparent, asset-by-asset performance updates across our active portfolio of 1,100+ apartments, 16 industrial warehouses, and 47 oil and gas wells and share what's driving results across every investment class. Clive Capital identifies institutional-quality opportunities, evaluates risk and returns, and builds a diversified, cash-flowing portfolio outside of the stock market. This session delivers real, actionable perspective: -How macroeconomic shifts and AI are reshaping investment opportunities in 2026 -Transparent performance updates across Multifamily, NNN Industrial, Oil & Gas, and Private Debt -Key metrics Clive Capital uses to evaluate risk, cash flow, and equity growth -Upcoming opportunities including Iron Horse Energy Fund II, targeting 18–20% IRR Connect with Clive Capital: clivecapital.comDISCLAIMER: This episode is for educational purposes only. We are not financial advisors. All investments are subject to risk including the possible loss of principal. Please consult your