Weiss Advice

Send us a text [https://www.buzzsprout.com/twilio/text_messages/1118957/open_sms]   How would your financial life change if you stopped being a consumer and became the owner of your banking system? In this episode of Weiss Advice, Yonah speaks with Jim Oliver, founder of CreateTailwind and advocate of the Infinite Banking Concept. Jim shares his journey from poverty to financial independence, emphasizing the significance of controlling the banking function in your life. Through real-life examples and analogies, he explains how velocity, ownership, and mindset can radically alter your financial future. Jim also introduces the principles behind Infinite Banking and the importance of breaking away from conventional thinking about money, taxes, and legacy building. [00:01 – 06:17] Own or Be Owned * The importance of motion in money and why stagnation leads to loss * The significance of financial ownership vs. consumer mentality * The lesson Jim learned at age 13 while working in a casket factory [06:16 – 12:38] Turning Headwinds into Tailwinds * The idea behind "CreateTailwind" and how financial systems work against you * How to recapture the 34.5 cents lost in interest from every dollar earned * The concept of velocity and using your own financial system for growth [12:39 – 18:53] Infinite Banking, Explained * How Infinite Banking works through whole life insurance policies * The concept of leveraging your cash value while it continues to grow * Building assets and legacy simultaneously [18:54 – 24:41] Breaking from the Herd * Why more people don’t use Infinite Banking or tax-saving strategies * The role of coaching, education, and mindset in financial success * How ownership shifts perspective from fear to confidence [24:42 – 30:44] Legacy, Freedom, and Ownership * The five shifts Jim outlines in his new book Owner Shift * Personal lessons about health, aging, and continued growth * What success and freedom really mean Connect with Justin: YouTube: https://www.youtube.com/createtailwind182 LinkedIn: https://www.linkedin.com/company/createtailwind/ Facebook: https://www.facebook.com/createtailwind  Instagram: https://www.instagram.com/create_tailwind/ LEAVE A 5-STAR REVIEW by clicking this link [https://www.podchaser.com/podcasts/weiss-advice-1221341]. WHERE CAN I LEARN MORE? Be sure to follow me on the below platforms: Subscribe to the podcast on Apple [https://podcasts.apple.com/us/podcast/weiss-advice/id1515387561?uo=4], Spotify [https://open.spotify.com/show/1Aq7SJ91d7cSU55nyJOwhU], Google [https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMTE4OTU3LnJzcw==], or Stitcher [https://www.stitcher.com/podcast/weiss-advice]. LinkedIn [https://www.linkedin.com/in/cost-segregation-yonah-weiss/] Youtube [http://youtube.com/channel/UCvNiCEo1qZhb4g2gGnDVekw] Exclusive Facebook Group [https://www.facebook.com/groups/RealEstateConnectionsGroup/] www.yonahweiss.com [http://www.yonahweiss.com/] None of this could be possible without the awesome team at Buzzsprout [https://www.buzzsprout.com/?referrer_id=1070984]. They make it easy to get your show listed on every major podcast platform. Tweetable Quotes: “If water doesn't flow, it becomes stagnant—and if money doesn't move, it dies.” - Jim Oliver “You either pay someone else interest, or you give up the Support the show [https://www.buymeacoffee.com/weissadvice]

Send us a text [https://www.buzzsprout.com/twilio/text_messages/1118957/open_sms] What if your 20-year military career prepared you more for real estate than ever imagined? Marcus Long shares how he went from the Navy to multifamily real estate syndications—carving out a life focused on impact, control, and presence. In this episode of Weiss Advice, Marcus walks through his steady evolution from buying a condo as a 22-year-old college student to retiring with a 15-property portfolio. He explains why financial freedom meant more than wealth—it meant showing up for his family. Marcus also offers insight into how service members can align long-term missions with personal purpose through real estate. [00:01 - 07:00] From Service to Strategy * Why a house hack turned long-term rental laid the foundation. * The significance of managing a rental while on active duty. * How early decisions created long-term options. [07:01 - 14:30] Building While Deployed * The importance of staying consistent even at a slow pace. * Why flexibility made single-family homes the right fit early on. * How to assess readiness for transitioning into real estate full-time. [14:31 - 21:43] The Family Factor * The need for control over time as a parent. * How retirement from the Navy aligned with a personal turning point. * What it means to be present for your kids. [21:44 - 29:26] - Scaling Up with Purpose * The significance of learning new strategies late in his career. * Why collaboration through JVs and syndications appealed to him. * How mentorship and networking played a key role. [29:27 - 36:23] Legacy and Impact * The importance of helping others in transition. * How real estate became a platform for broader service. * Why living intentionally matters more than hitting metrics Connect with Marcus: LinkedIn: https://www.linkedin.com/in/marcus-long-22278391/  Instagram: https://www.instagram.com/marcus.l.long/ Facebook: https://www.facebook.com/marcus.long LEAVE A 5-STAR REVIEW by clicking this link [https://www.podchaser.com/podcasts/weiss-advice-1221341]. WHERE CAN I LEARN MORE? Be sure to follow me on the below platforms: Subscribe to the podcast on Apple [https://podcasts.apple.com/us/podcast/weiss-advice/id1515387561?uo=4], Spotify [https://open.spotify.com/show/1Aq7SJ91d7cSU55nyJOwhU], Google [https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMTE4OTU3LnJzcw==], or Stitcher [https://www.stitcher.com/podcast/weiss-advice]. LinkedIn [https://www.linkedin.com/in/cost-segregation-yonah-weiss/] Youtube [http://youtube.com/channel/UCvNiCEo1qZhb4g2gGnDVekw] Exclusive Facebook Group [https://www.facebook.com/groups/RealEstateConnectionsGroup/] www.yonahweiss.com [http://www.yonahweiss.com/] None of this could be possible without the awesome team at Buzzsprout [https://www.buzzsprout.com/?referrer_id=1070984]. They make it easy to get your show listed on every major podcast platform. Tweetable Quotes: “I didn't want a nine-to-five. I wanted something that gave me more control over my time so I could be present with my family.” - Marcus Long “As I transitioned out of the military, I found that real estate gave me the ability to keep ser Support the show [https://www.buymeacoffee.com/weissadvice]

Send us a text [https://www.buzzsprout.com/twilio/text_messages/1118957/open_sms] Can a developer truly succeed by focusing exclusively on local markets while others chase nationwide opportunities? In this enlightening episode, Justin Goodin, a focused multifamily developer from Indianapolis, Indiana, shares his fascinating journey from working as a multifamily underwriter at a bank to becoming a full-time developer of Class A luxury apartments. Justin shares his journey from bank underwriter to full-time developer and explains why he focuses solely on ground-up projects in Indiana. He discusses his strategic shift from syndication to development, his build-lease-sell business model, and why he puts his own capital at risk during pre-development to build investor trust.   [00:01 - 05:09] From Banking to Building: Justin's Real Estate Journey * How education shaped his path * Why multifamily development became his focus * The importance of evolving your investment strategy [05:10 - 10:46] Strategic Pivot to Development in a Competitive Market * What drove the shift from syndication to development * How market fundamentals support development now * Why the build-and-sell model works better [10:47 - 15:31] The Developer's Business Model and Market Positioning * How the developer functions as a project orchestrator * Why local market knowledge creates a competitive advantage * The need for hands-on involvement [15:32 - 20:29] Lessons Learned From Syndication Experience * What timeline can to expect for development projects * The significance of a focused strategy * Why fixed-rate debt matters [20:30 - 25:58] Building Teams and Defining Success * How to select the right business partners * What success truly means beyond profits * The importance of meaningful connections Connect with Justin: LinkedIn: https://www.linkedin.com/in/justingoodin/ Facebook: https://www.facebook.com/justin.goodin.16 LEAVE A 5-STAR REVIEW by clicking this link [https://www.podchaser.com/podcasts/weiss-advice-1221341]. WHERE CAN I LEARN MORE? Be sure to follow me on the below platforms: Subscribe to the podcast on Apple [https://podcasts.apple.com/us/podcast/weiss-advice/id1515387561?uo=4], Spotify [https://open.spotify.com/show/1Aq7SJ91d7cSU55nyJOwhU], Google [https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMTE4OTU3LnJzcw==], or Stitcher [https://www.stitcher.com/podcast/weiss-advice]. LinkedIn [https://www.linkedin.com/in/cost-segregation-yonah-weiss/] Youtube [http://youtube.com/channel/UCvNiCEo1qZhb4g2gGnDVekw] Exclusive Facebook Group [https://www.facebook.com/groups/RealEstateConnectionsGroup/] www.yonahweiss.com [http://www.yonahweiss.com/] None of this could be possible without the awesome team at Buzzsprout [https://www.buzzsprout.com/?referrer_id=1070984]. They make it easy to get your show listed on every major podcast platform. Tweetable Quotes: "I just think there's so much opportunity in development. I think there's just a lot less investors willing to put up that work, to learn this stuff in the beginning... to get these projects off the ground." - Justin Goodin "If you can take interest rate risk off the table by just fixing your debt, it's just one less variable that you have t Support the show [https://www.buymeacoffee.com/weissadvice]

Send us a text [https://www.buzzsprout.com/twilio/text_messages/1118957/open_sms] Is your job as secure as you think? Dr. Param Baladandapani, a hysician-turned-real-estate-investor, shares how a job merger made her realize the need for financial independence. She built a real estate portfolio that replaced her medical income in just a year and now helps other professionals do the same. In this episode, she breaks down passive investing, tax-efficient wealth-building, and strategies for achieving financial freedom without sacrificing your career.  [00:01 - 07:33] The Wake-Up Call: Realizing the Power of Passive Income * A career shake-up exposed the risk of relying on a W-2 income * Despite a high salary, her passive income was only $2,000/month * Real estate became her path to financial security [07:34 - 15:16] The Aha Moment: Real Estate vs. Stock Market Returns * Her real estate investments outperformed the stock market 6x over * The power of leverage and tax advantages in real estate * How cash flow creates true financial freedom [15:17 - 22:59] Strategies for Success: Building a Real Estate Portfolio * Three investing approaches: passive, short-term hustle, or full-time entrepreneur * Scaling from single-family homes to larger investments * The shift from active investing to fully passive income [23:00 - 31:46] Syndications and Alternative Investments for Busy Professionals * How high-income earners can invest without managing properties * The benefits of multifamily value-add deals * How GW Capital provides hands-off investing opportunities [31:47 - 37:37] Overcoming Barriers to Financial Freedom * The biggest mindset blocks professionals face * Why real estate isn’t as risky as many believe * The key to taking action and accelerating wealth-building Connect with Param: Website: https://gwcapital.com/ [https://gwcapital.com/] LinkedIn: https://www.linkedin.com/company/generationalwealthmd Facebook: https://www.facebook.com/groups/generationalwealthmd Instagram: https://www.instagram.com/generationalwealthmd LEAVE A 5-STAR REVIEW by clicking this link [https://www.podchaser.com/podcasts/weiss-advice-1221341]. WHERE CAN I LEARN MORE? Be sure to follow me on the below platforms: Subscribe to the podcast on Apple [https://podcasts.apple.com/us/podcast/weiss-advice/id1515387561?uo=4], Spotify [https://open.spotify.com/show/1Aq7SJ91d7cSU55nyJOwhU], Google [https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMTE4OTU3LnJzcw==], or Stitcher [https://www.stitcher.com/podcast/weiss-advice]. LinkedIn [https://www.linkedin.com/in/cost-segregation-yonah-weiss/] Youtube [http://youtube.com/channel/UCvNiCEo1qZhb4g2gGnDVekw] Exclusive Facebook Group [https://www.facebook.com/groups/RealEstateConnectionsGroup/] www.yonahweiss.com None of this could be possible without the awesome team at Buzzsprout [https://www.buzzsprout.com/?referrer_id=1070984]. They make it easy to get your show listed on every major podcast platform. Tweetable Quotes: "Work smarter. The path to financial freedom isn’t about working harder—it’s about choosing the right investments and leveraging them wisely." - Dr. Param Baladandapani "High-income professionals aren’t taught about alternative investments, but the wealthy have always invested in them. It’s time to Support the show [https://www.buymeacoffee.com/weissadvice]

Send us a text [https://www.buzzsprout.com/twilio/text_messages/1118957/open_sms] Is real estate the key to financial freedom — even if you never considered it? Jeanette Friedrich never planned on entering real estate. But when faced with overwhelming financial challenges as a single mother, she discovered that real estate investing was the only realistic path to securing her family's future. Now, as the Director of Investor Relations and Marketing at Blue Lake Capital, Jeanette has played a pivotal role in helping the firm surpass $1 billion in transactions. She shares her unconventional journey into real estate, the lessons she learned about wealth-building, and the strategic moves  [00:01 - 07:35] From Skeptic to Believer: How Jeanette Found Real Estate * Jeanette's unexpected path into real estate from a background in finance, recruiting, and nonprofits * How a personal crisis led her to seek a flexible career * The misconceptions she had about real estate before joining Blue Lake Capital [07:36 - 14:57] The Moment Everything Clicked * Navigating a career shift while managing a child’s critical illness * Realizing that real estate is one of the few vehicles for true wealth generation * The mindset shift from saving defensively to investing offensively [14:58 - 21:00] Breaking Barriers as a Woman in Real Estate * Becoming Blue Lake Capital’s first hire and growing alongside Ellie Perlman * How Jeanette transitioned from an assistant role to Director of Investor Relations * The power of representation: inspiring other women to take control of their finances [21:01 - 28:49] How Blue Lake Capital is Navigating Market Shifts * The challenges of raising capital in today’s economic climate * Why the company is focusing on family office partnerships instead of traditional syndications * Investing strategies: value-add vs. stabilized assets [28:50 - 34:26] Understanding Family Offices and Building Long-Term Wealth * What is a family office, and how does it differ from traditional real estate investors? * The importance of long-term relationships and strategic partnerships * How Jeanette’s investments transformed her financial future  Connect with Jeannette: LinkedIn: https://www.linkedin.com/in/jeannetterobinson/ Instagram: https://www.instagram.com/bluelake_capital/ LEAVE A 5-STAR REVIEW by clicking this link [https://www.podchaser.com/podcasts/weiss-advice-1221341]. WHERE CAN I LEARN MORE? Be sure to follow me on the below platforms: Subscribe to the podcast on Apple, Spotify [https://open.spotify.com/show/1Aq7SJ91d7cSU55nyJOwhU], Google [https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMTE4OTU3LnJzcw==], or Stitcher [https://www.stitcher.com/podcast/weiss-advice]. LinkedIn [https://www.linkedin.com/in/cost-segregation-yonah-weiss/] Youtube [http://youtube.com/channel/UCvNiCEo1qZhb4g2gGnDVekw] Exclusive Facebook Group [https://www.facebook.com/groups/RealEstateConnectionsGroup/] www.yonahweiss.com None of this could be possible without the awesome team at Buzzsprout [https://www.buzzsprout.com/?referrer_id=1070984]. They make it easy to get your show listed on every major podcast platform. Tweetable Quotes: “I was still thinking like I was poor. I was playing defense with my money instead of playing offense.” - Jeanette Friedrich  “The demands of the challenges in front of me were huge. The only ans Support the show [https://www.buymeacoffee.com/weissadvice]