We all want to leave a strong legacy and equip our kids in a way that allows them to succeed and leave a legacy of their own. The question is: how do we do that? I recently had a live conversation about this topic with Ted Oakley, Managing Partner and Founder of Oxbow Advisors. As someone who helps clients navigate the markets, plan for retirement, and steward wealth for the next generations, Ted has a tremendous amount of wisdom around understanding true wealth and creating a legacy that is worth more than just money.

Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing
2. Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns
3. Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard. 

How do you protect yourself from fraud and operator shortcomings as an investor? Jeff Watson joins me on the show today to talk about just that. As an active attorney, general counsel to the National Real Estate Investor’s Association, and cofounder of RealEflow LLC, Jeff draws from plenty of experience and offers a unique perspective on real estate investing, wealth-building, and asset protection.

Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing
2. Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns
3. Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard. 

How will the rate cut play out? My guest today is Anna Kelley, who holds a wealth of information on real estate investing, reading the market, mitigating risk, overcoming limiting beliefs, and sharing what she’s learned with the next generation. In this episode, she'll break down the potential impacts of the rate cut and how it may affect you and your finances. 

Check out the show notes for more information!

1. Ep #476 - Anna Kelley: Building Wealth and Teaching Financial Wisdom in Today's Economy (Part 2)
2. Ep #475 - Anna Kelley: Building Wealth and Teaching Financial Wisdom to the Next Generation (Part 1)

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard. 

Get ready to go down the rabbit hole of private credit lending with my friend Tom Berry. This is something we’ve been doing in Freedom Founders since the beginning, and in this episode, you will get to hear the most important elements that allow you to be successful and profitable in any stage of the market. If you want to know how private lending might fit into your asset allocations, this episode is for you!

Check out the show notes for more information!

1. Ep #382: Dr. Cody Cowen - Financial Freedom by 40 - It’s All About Your Network and Relationships
2. Ep #243: Steven Mautner - Maximizing Profitably in an Era of Commoditization
3. Ep #334: Justin Donald - Investing in Assets to Create Your Freedom Lifestyle
4. Ep #360: Rob Swanson - The Eight Rules of Investing (Part 1)
5. Ep #344: David & Kandace Phelps - Risk is Necessary to Find Freedom (Part 1)
6. Ep #353: Jim Rachor - Family, Legacy, and Freedom - How to Get There Sooner, Not Someday
7. Ep #364: Trey Taylor - A CEO Only Does Three Things
8. Ep #238: Dr. Cherry Chen - The Real Estate Physician
9. Ep #254: Aaron Chapman - Shorting the Dollar with Good Debt
10. Ep #343: Steven J. Anderson - Creating a Fast Start for Next-Generation Entrepreneurs

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace the earned income you need from your practice with investment income in as little as 2-3 years, and you have at least 1M in available capital (can include equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up markets and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.