The $9B Investing Niche You’ve Never Heard Of with Brian Seidensticker

Have you ever wondered how to invest in real estate without the high upfront costs? Tax lien and tax deed investing may be your answer, offering unique opportunities to purchase properties at a fraction of their market value if you know where to look. In this episode, Brian Seidensticker joins Russ and Joey to discuss the niche world of tax lien and tax deed investing, a $9 billion industry that thrives even during economic downturns. Whether you're looking to go hands-on or invest passively, the opportunities are out there. Tune in to learn more and start your journey towards financial freedom today!

The differences between a tax lien and a tax deed

The risks and rewards of tax deed investing, and how to underwrite properties effectively

How to invest in the fund as a passive investor

Brian Seidensticker

Brian Seidensticker is a visionary leader and a founding partner at Last Best Partners, as well as the founder and CEO of Tax Sale Resources and several other portfolio companies. With a strong background in systems engineering and an advanced understanding of the tax sale industry, Brian has been instrumental in transforming the way investors access tax lien and tax deed information.

Round Table | Why Vending Machines Could Be the Perfect Recession-Proof Investment

What if you could turn a few vending machines into a steady stream of passive income? In this episode, the financial coaches explore the modern vending business as a lucrative passive income opportunity. You’ll learn the top strategies for finding the right locations and how technology like cashless payments, inventory apps, and AI-enabled machines is making the space easier to manage than ever. The coaches break down how vending machines and even micro markets can generate consistent cash flow with low overhead and minimal risk. They also discuss startup costs, realistic revenue expectations, and how seven machines can generate $8,000 per month in net income within the first year, illustrating the potential of this asset class.

How to evaluate the best locations for vending machines and micro markets

How technology can help you scale, manage, and track your machines remotely

How a small upfront investment can generate impressive returns on capital

How to Build Consistent Passive Income: $52K in July Using the Passive Income Operating System

Are you tired of trading your time for money? Discover how Russ and Joey turned $2M into $2.9M using a proven system that generates passive income and gives you true financial freedom so your money works for you, not the other way around. They also introduce the Passive Income Lab, a 12-week program designed to help people transition from learning to taking action. By focusing on what to invest in, where to find opportunities, and how to ask the right questions, this program helps people gain confidence in their investing strategies. Tune in to learn how to get started on your path to financial freedom and take control of your income today! Top three things you will learn: The formula for financial freedom How infinite banking works Real-world examples July 2025 Income At-A-Glance: Gross Income for July: $65.8K Total Expenses for July: $13.7K Total Net Profit for July: $52.1K Difference b/t June & July: ($7.1K) % of net profit to overall gross revenue: 79%

Round Table | Infinite Banking Explained: The Strategy Banks Don’t Want You Using

Are you tired of watching your money sit in the bank, earning next to nothing? Learn how to escape the traditional banking trap and turn your life insurance into a system that grows your wealth while giving you access to cash whenever you need it. In today's conversation, the financial coaches discuss the practical application of the Infinite Banking Concept (IBC), showing how storing capital in dividend-paying life insurance policies can create a personal banking system that works for you, not against you. They share real-world examples of families and business owners using infinite banking to fund investments, pay off debt, and create sustainable financial freedom.

Why traditional banking can trap your money

How to turn active income into passive income

The tax and legacy benefits of infinite banking

Why 83% of Businesses Don’t Sell and What to Do Instead with Jason Duncan

Most entrepreneurs are trapped in their businesses, working long hours without creating true freedom. In this episode, Jason Duncan joins Russ and Joey to discuss the concept of “exit without exiting,” a method that allows business owners to step back, gain freedom, and still reap the profits of their company. Jason shares his journey of realizing that being the linchpin of his business reduced its value and left him vulnerable. He explains why most small businesses fail to sell and how dependence on the owner can reduce business valuation by 30–50%. More importantly, he shows how to transform a company into an owner-independent asset.

How to structure your business so it generates passive income

Eliminate single points of failure

Shift from hustle to strategic ownership

Jason Duncan

Jason Duncan is a speaker, entrepreneur, and best-selling author. He is the creator of the XOS™ Method and is known as America's Exit Coach. With over a decade of experience, he's a leading expert in entrepreneurship and business growth strategy.

Round Table | Escape the Grind: How to Replace Your Income with Cash Flow

Are you making more money than ever but still feel stuck in the grind? In today's conversation, the financial coaches discuss how using proven systems can help you reclaim your time and take control of your financial future. For high-income earners, making more money often comes at the cost of time, family, and personal freedom. Mark shares his experience as a pilot, realizing that higher salaries meant more responsibilities and less personal control. Anthony shows the importance of pivoting from solely building net worth to focusing on cash flow and passive income. The coaches also highlight how the accumulation model traps many in the grind.

Turning active income into passive income

How to reclaim your time and take control of your finances

Leveraging IBC and Investor DNA to fast-track financial freedom

Why Multifamily Isn’t Dead (and What’s Coming Next) with Sam Morris

Multifamily real estate isn’t dead; it’s evolving. In this episode, Sam Morris of Lone Star Capital joins Russ and Joey to break down why now is a prime time for investing in multifamily properties. Sam explains how operational excellence, strategic debt management, and market knowledge drive superior returns, even when interest rates and cap rates are beyond your control. From understanding market cycles to evaluating submarkets, Sam shares practical insights that can help investors make smarter decisions. He dives into the importance of structure, sponsor trust, and risk-adjusted strategies that separate successful deals from failures.

How to evaluate market cycles

Operational and financial strategies

The three critical questions to ask before committing to any deal

Sam Morris

Sam Morris is a Partner at Lone Star Capital, where he oversees acquisitions, asset management, and investor relations. With over 20 years of experience in real estate, Sam has led acquisition and disposition teams on over $550 million in multifamily transactions. Before joining Lone Star Capital, Sam was the CEO of Sunset Capital, where he built a strong track record of sourcing and executing high-performing investments.

Round Table | Why the Traditional Financial Plan is Failing the Modern Family CFO

Are you feeling overwhelmed by managing your finances? You're not alone. Money is the number one source of stress for many families, especially for the head of the family, also known as the modern family CFO. In this episode, the financial coaches dive into the importance of creating a comprehensive wealth strategy. They discuss the common challenges high-income earners face and how not having access to cash, a tax strategy, or a passive income system can leave you feeling exposed and without control.

How to take ownership of your financial future

Building a cohesive financial system

The importance of building passive income

How to Turn Condos, Hotels, and Apartments Into Cash Flow with Sayam Ibrahim

What would you do if your boss told you to reschedule your wedding? For today's guest, that was the push he needed to leave Wall Street and build a real estate empire. In this episode, Sayam Ibrahim reveals how one outrageous request from his boss pushed him to quit corporate life. From walking away from an 80–100-hour-a-week Wall Street job to closing over 1,400 real estate deals, Sayam’s journey is a masterclass in turning adversity into opportunity. He shares how a $60K profit on his very first flip gave him the confidence to dive into real estate full-time, the costly second deal that nearly derailed him, and the game-changing lessons that followed.

How to protect your real estate deals with multiple exit strategies

The step-by-step method for finding and approaching retiring landlords

Proven tactics to increase property value

Sayam Ibrahim

Sayam Ibrahim is a successful real estate investor who began his professional career on Wall Street, followed by a nine-year stretch in residential and commercial real estate, during which he and his team purchased over $50 million in properties across multiple markets. Sayam is one of the founders of Ecom Wealth Partners LLC and has been managing and building e-commerce businesses for friends, family, and colleagues.

Round Table | Warning Signs You’ve Outgrown Your Financial Advisor

Are you still relying on outdated financial advice? In this episode, the financial coaches discuss a common dilemma faced by high earners: outgrowing traditional financial advisors. They discuss why reactive financial planning is holding back your wealth, and how proactive, creative solutions can change the game. The financial coaches also share their experiences, stressing the importance of taking control of your financial journey and seeking advisors who understand your unique needs. If you’re tired of the status quo, tune in for expert insights on how to take charge of your financial future and break free from outdated systems.

Why CPAs and financial advisors often fail to provide strategic direction

The value of a proactive approach to financial planning

How building a Passive Income Operating System can unlock financial freedom

Why Most Investors Screw Up Subject-To Deals with Attorney Bishoy Habib

In the world of real estate, creative financing like "subject to" deals can be a game-changer. But are you aware of the risks and legal complexities that come with it? In this episode, Attorney Bishoy Habib joins Russ and Joey to explore the world of "subject to" real estate deals, a powerful strategy for investors looking to take over existing mortgages without paying the full price upfront. He breaks down the potential legal pitfalls, including the do-on-sale clause and the risks of lenders calling the loan due. You’ll also learn crucial tips to protect yourself, from due diligence periods to utilizing land trusts and the key documents needed for a successful transaction. Whether you’re an investor or a seller, understanding these aspects could make all the difference in your next deal.

The basics of subject-to transactions

The risks involved, and the importance of protecting yourself legally

The legal paperwork you need to prepare and how a land trust can provide protection

Bishoy M. Habib

Bishoy M. Habib, Esq. is a legal expert in real estate, business closings (i.e. buying and selling dental practices), financing (loans, refinancings, seller financing, etc.), corporate and entity formation, employment agreements, and general business transactions.

Round Table | Why Holding Cash Might Be Your Most Expensive Mistake

Are you sitting on idle cash, thinking it's a safe move for your wealth? Think again. In today's conversation, the financial coaches dive into how holding cash could actually be the biggest obstacle to your financial freedom, and how you can access real opportunities by leveraging a system that not only protects your cash but puts it to work for you. They explore why cash is considered one of the worst assets to hold, discussing the hidden costs of inflation and opportunity loss. They also share the concept of infinite banking as a powerful alternative to traditional cash storage, offering a tax-advantaged environment to help grow wealth while keeping liquidity.

Why access to cash is essential for taking advantage of investment opportunities

How holding idle cash in a savings account leads to opportunity and inflation costs

Practical steps to start using infinite banking to build wealth and ensure cash growth without interruption

Build Wealth and Keep It — Like the Rothschilds

Have you ever wondered how the Rothschild family built their immense fortune? In this episode, Russ and Joey reveal the financial strategies that can help you achieve true wealth, drawing inspiration from the Rothschilds. The duo emphasizes that the key to financial freedom isn't a huge bank balance–it's having passive income that exceeds your monthly expenses. To show you how it's done, they share their passive income report for June 2025, breaking down the numbers behind their success. Ready to build wealth the smart way? Tune in and discover how to make financial freedom a reality, starting today. Top three things you will learn: The importance of liquidity How the Rothschild family’s multi-generational wealth system led to their long-term success, and how you can apply similar principles The concept of Investor DNA June 2025 Income At-A-Glance: Gross Income for June: $72,580.44 Total Expenses for June: $13,414.02 Total Net Profit for June: $59,166.42 Difference b/t May & June: $9,802.02 % of net profit to overall gross revenue: 82%

Round Table | I Wouldn’t Do That Again: The Money Moves We Regret (and What We Built After)

Have you ever made a financial decision that you regret–one that left you questioning your choices and wondering how things could’ve turned out differently? In today's conversation, the financial coaches share the financial moves they regret the most and the valuable lessons they’ve learned from those experiences. From a costly dropshipping venture to real estate miscalculations, they take you through their mistakes and discuss how they bounced back stronger. If you've faced setbacks in your financial journey, you’re not alone. Tune in to find out how embracing mistakes can lead to smarter decisions and ultimately to financial freedom.

How to avoid the common traps that cause financial regret

How failure can lead to greater success in building passive income

The mindset shifts that can turn financial mistakes into long-term growth

What Billionaires Know About Investing That You Don’t with Bob Fraser

Most investors follow the same advice and end up with average results. The wealthiest investors play by a different set of rules. In this episode, you’ll learn exactly what they are. Today, Russ and Joey sit down with economist, investor, and author Bob Fraser to unpack the wealth-building strategies of the ultra-rich. Bob reveals why now is a critical time to rethink traditional investing advice and what accredited investors are missing out on. From generating true passive cash flow to identifying undervalued opportunities in sectors like energy, Bob shares insights straight from the billionaire playbook.

What billionaires do differently

How to generate more passive income

The type of investment opportunities to consider now

Bob Fraser

Bob Fraser is the co-founder of Aspen Funds, a fund management company focused on alternative investments. He is responsible for financial management, portfolio modeling, as well as systems and processes, designing and deploying Aspen’s scalable, state-of-the-art back-end platform.

Round Table | My Wealth Isn't Protected Like It Should Be

Building wealth is one thing, but protecting it is a whole other game. In today’s conversation, the financial coaches discuss asset protection and wealth management, revealing strategies that can safeguard your hard-earned money and shield your business from unexpected risks. Whether you’re a high-income earner or an entrepreneur looking to preserve your legacy or just want to make sure your wealth is truly secure, this episode is packed with actionable insights you won’t want to miss!

How the lack of proper asset protection can jeopardize your wealth

The advantages of infinite banking as a strategy for wealth preservation and access to liquidity

The common mistakes entrepreneurs make when it comes to taxes and retirement planning, and how to avoid them

The Hidden Cost of “Making It” as an Entrepreneur with Jay Reno

Have you ever wondered what happens after you sell your startup? In this episode, Jay Reno joins Russ and Joey to share his journey from building and selling his first company to exploring the world of startups and travel tech, and the lessons he learned along the way. He discusses his current venture, which helps people maximize their credit card points for free flights, providing travelers with incredible opportunities to fly for less.

The unexpected reality of exiting a company

The importance of passion and trying new things when building a business

How leveraging credit card points can provide incredible travel opportunities

Jay Reno

Jay Reno is the co-founder and CEO of Pointhound, which helps people find and book flights to fantastic destinations using credit card points and miles. He also leads Seed and Series A investments at 645 Ventures, where he serves as a Venture Partner. Investment areas include consumer, fintech, climate tech, and AI.

Round Table | How to Make an Extra $100K in 6 Months If Your Life Depended on It (with Less Than $5K and 10 Hours/Week)

Could you turn $5,000 into $100,000 in just six months, working less than 10 hours a week? In this episode, Russ and Joey invite Mark Podolsky and Sharran Srivatsaa to break down the exact strategies that can make this a reality. Russ shares how he leverages a lake house to create tax-free income through short-term rental events for entrepreneurs. Mark walks through how he would flip cheap land, using a strategic approach to buy and sell properties, while creating passive income. Joey introduces the Infinite Banking Strategy as a source of capital that generates returns without drawing on personal funds. Meanwhile, Sharran explains how to establish a scalable system for wealth creation in the form of a media company.

How to create tax-free income with short-term rentals

Land flipping for beginners

How to leverage IBC to fund your goals

How to Get Booked Solid at $800/Night Without Airbnb with Seth Bolt

Looking to level up in the short-term rental space? Seth Bolt shares the secrets behind his success with Bolt Farm Treehouse, a luxury treehouse retreat that boasts a 93% occupancy rate. In this episode, Seth joins Russ and Joey to discuss how his approach to providing value has led to impressive growth. He shares how creating unforgettable guest experiences and investing in quality design and hospitality have contributed to an exceptionally high occupancy rate.

The key to standing out in a competitive rental market

How to achieve exceptional occupancy rates

The business side of scaling a short-term rental business

Seth Bolt

Seth Bolt is a treehouse designer and builder. He built his first luxury, eco-friendly treehouse (The Majestic Treehouse) with his father, Larry Bolt. The two created this enchanting getaway by hand in 2015 for Seth and his wife’s honeymoon, and it became something much more than a honeymoon place.

Round Table | The Truth About Accredited Investor Status: What It Really Means—and Doesn’t

Have you ever wondered what it really means to be an accredited investor? Is it just a badge of the financial elite, or does it unlock a world of hidden opportunities? In this episode, the financial coaches dive into the truth about accredited investor status, revealing what it truly unlocks and the risks you may not be aware of.

What it takes to become an accredited investor

How accredited investor status unlocks private investment opportunities

The risks and misconceptions about accredited investing