Podcast
Think Outside The Stocks
Hosted by Madhavi Jain · EN
Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice.
17episodes
Episodes
Newest firstAll episodes
EP39: Money Market & Multifamily - $650 Million Perspective!
Oct 9, 202400:36:00Tap to summarizeIn this episode of Think Outside the Stocks, Madhavi Jain is taking you behind the scenes of the multifamily real estate world with none other than Omar Khan, Founder and Managing Director of Boardwalk Capital. From working in investment banking to real estate projects, Omar has seen it all. He’s here to spill all his secrets.Omar explains how his business has adapted to changing market conditions and offers advice on making the most of current opportunities while avoiding common pitfalls. From tax advantages to operational efficiency, this episode sheds light on why multifamily real estate is a solid long-term investment and how savvy investors can take advantage of market trends. Moreover, Omar underscores the critical importance of assembling a strong, capable team, stating: "Your team is your backbone; choose wisely to create value in secondary markets." If you’re a passive investor, thinking about diversifying into real estate, or just curious about the multifamily market, this episode is packed with actionable advice and insights. Tune in to learn about Omar’s journey, his outlook on the future of real estate, and the strategies he uses to create value through development in under-supplied markets.Don't miss the rapid-fire round where Omar shares personal insights, including his favorite travel destinations and book recommendations. Subscribe now and stay tuned for more episodes of Think Outside the Stocks.Links for Viewers:Omar's Website - https://www.boardwalkwealth.com/Think Outside the Stocks - https://thinkoutsidethestocks.com/Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →EP38: Tax Saving Strategies from Tax Goddess who saved $1.2 Billion in Taxes
Sep 5, 202400:55:52Tap to summarizeIn this episode of "Think Outside the Stocks," host Madhavi Jain welcomes Shauna, widely known as "The Tax Goddess," to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate investors, and the benefits of incorporating infinite banking into your portfolio. The conversation also covers estate planning and generational wealth, diversifying your portfolio with tax-advantaged investments, and real-life examples of significant tax savings. Shauna provides practical advice for starting a side business for tax benefits, explains the benefits of charitable remainder trusts, and outlines how to start implementing these strategies today. Join us to gain valuable insights on maximizing your wealth and securing your financial future with expert tax strategies.Guest BioShauna "The Tax Goddess"Shauna is a top 1% tax strategist in the country, known for her innovative and effective tax-saving strategies. With a background in astrophysics and extensive expertise in taxation, she has saved her clients over $1.47 billion dollars over the years. Shauna is passionate about helping individuals and businesses optimize their tax strategies to build and preserve wealth.Links for Viewers:Shauna's Website - https://taxgoddess.com/shauna-wekherlien/Think Outside the Stocks - https://thinkoutsidethestocks.com/List of Topics00:00 - 01:15 Introduction to Shauna and Key Differences in Tax Services; Strategies for W-2 Earners01:15 - 02:55 Tax Strategies for Real Estate; Infinite Banking Benefits; Estate Planning and Investment Diversification02:55 - 07:15 Examples of Tax Savings; Starting a Side Business for Tax Benefits; Charitable Remainder Trusts07:15 - 15:20 Tax Preparer vs. Tax Strategist; Strategic Investment Options15:21 - 20:36 Tax Options for W-2 Earners; Real Estate Professional Status; Political Impact on Taxes20:36 - 23:30 Investment Alternatives and Tax Benefits23:30 - 35:35 Creative Tax Deductions for Business Owners; Estate and Retirement Planning40:33 - 43:39 Charitable Trusts: Deductions, Payouts, and Benefits; Estate Planning Tips43:39 - 51:17 Investment Diversification and Strategies; Options Trading51:17 - 55:13 Rapid Fire Questions with Shauna; Closing Remarks and Podcast InformationThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →EP37:Biden’s Exit: Is this the Right Time to Invest in Real Estate? with Bikran Sandhu's $1.8Billion view
Jul 30, 202400:54:47Tap to summarizeIn this episode, Madhavi is joined by Bikran Sandhu, who provides valuable insights into the current investment landscape, particularly in the RE sector. With President Biden's recent decision to withdraw from the election, and the election pressure itself, there is heightened political uncertainty that could impact investor confidence.Bikran acknowledges the prevailing political drama and its potential effects on market dynamics. He emphasizes that many investors are questioning whether now is the right time to invest, especially in MF real estate. This discussion is particularly timely, as the market may present unique opportunities amidst the turmoil. Madhavi and Bikran explore whether this moment could be advantageous or turmoil for investment in the sector, addressing the concerns and strategies that investors should consider during these turbulent times.The episode also emphasizes the importance of having a solid team and infrastructure for successful investing, along with key advice on due diligence and risk management. Bikran's personal philosophy on generational wealth and estate planning adds a unique perspective to the conversation.Guest Bio:Bikran Sandhu is the CEO and CFO of Rise48, a leading MF real estate investment firm. With over 53 MF deals closed, 10,010 units, and $1.8 billion in assets under management, Bikran brings a wealth of experience and expertise to the discussion. He holds a finance degree from UC Irvine and has a strong background in financial operations and investment strategy. List of Topics:[00:01]Introduction to the episode and guest Bikran Sandhu[02:06]Current political and economic landscape's impact on RE[13:32]Fundamentals and long-term outlook of MF investments[18:25]Rise48's approach to identifying and securing deals[23:08]Detailed renovation strategy for MF properties[44:18]Bikran's personal approach to generational wealth and estate planning[50:59]Conclusion and final thoughts on investing iThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →EP36: Passive Investor's Guide to Maximize Real Estate Tax Savings with CPA Thomas Castelli
Feb 16, 202400:45:05Tap to summarizeWould you like to unlock the secret to reducing your tax burden through real estate investment with the guidance of a CPA and investor? Join me in today’s episode with Thomas Castelli as he shares his journey from being inspired by "Rich Dad Poor Dad" to becoming a real estate and taxation powerhouse. For any active income earner looking to delve into property investment or those already managing a portfolio, this episode is packed with strategies that can turn real estate into a cornerstone of your financial plan, all while staying on the right side of the IRS. We explore the tempting world of cost segregation studies and the gold mine of bonus depreciation, providing you with a blueprint to elevate your investment savvy. Whether you're a seasoned investor or just considering your first property, the tax insights from this episode can potentially revolutionize your approach to real estate.Who is Thomas?Ever since childhood, he had the entrepreneurial bug and a passion for business. This led to earning a Bachelor's in Business Management with a concentration in Accounting and landing a role with a national accounting firm.Shortly before graduating, real estate investing caught his attention. He attended networking events and seminars, listened to podcasts, and read every book he could find on the topic. Armed with this knowledge, he invested in several properties as a passive investor before actively participating in the syndication of an 82-unit apartment community as a member of the sponsorship team.By this point, he was more than convinced that real estate was not only one of the best investments he could make, but it was the industry where he wanted to focus his business career. Today, he combines his passion for real estate and his accounting background into his role as a tax strategist with Hall CPA.Reach out:https://thomascastelli.com/linksShow notes:(2:38) Thomas’ 3 interesting facts(7:10) Exploring the significance of tax strategy and planning for real estate investors(10:47) Rental vs commercial properties depreciation(13:30) Exploring cost segregation and bonus depreciation as powerful tools for tax savings in commercial real estate(19:01) Discussion on potential changes in bonus depreciation rates and their impact(22:01) Material participation in short-term rentals(26:16) Examples and strategies for families to qualify as real estate professionals, including managing rental proThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →EP35: Turning Gold into Generational Wealth with Industry Expert Dana Samuelson
Jan 19, 202400:42:49Tap to summarizeEver wondered about the captivating journey from an 'unhirable' grad to a $2 billion gold titan? Join Dana Samuelson as he explores the enduring allure of gold in a shifting economic landscape. In this episode, Dana recounts his illustrious career under the mentorship of a gold ownership advocate and delves into the timeless charm of gold. Dana shines a light on the darker aspects of its allure, addressing the environmental toll of gold mining and the exhaustive efforts required to procure this precious metal. We also talked about the allure of cryptocurrencies. While digital currencies present ease of transfer and a break from traditional banking, they can't eclipse the established stability and tangibility of precious metals that now captivate even the tech-savvy, younger investors. We wrap up with a coin collector's dream, delving into the intriguing world of rare coinage, and leave you with thoughtful insights on diversification in wealth preservation – closing with the resonant message that a diversified portfolio is more than just a good strategy; it's a legacy in the making.With 42 years of experience in precious metals and rare U.S. gold coin buying and selling, Dana Samuelson leads the American Gold Exchange. Renowned for its impeccable national reputation, Dana's company stands out for integrity, consistently high service, reliability, and transparent pricing. He holds endorsements from national newsletter writers, educational conference promoters, and private investors in various industries. Dana, quoted in Forbes and Market Watch and featured on Fox Business, is a sought-after speaker on precious metals and macrofinancial market analysis. As a past president of the Professional Numismatist Guild, the leading organization of rare coin dealers in the US, Dana brings extensive expertise. Notably, he played a pivotal role in assisting the CFTC in their investigation into an allegedly fraudulent national precious metals dealer, with his declaration of fact instrumental in the seizure of the business, and the ongoing prosecution attests to his commitment to industry integrity.Learn more:https://www.linkedin.com/in/dana-samuelson-64793056/https://www.amergold.com/info@amergold.comShow notes:(2:00) Fun facts about Dana(6:20) Historical journey of gold prices(12:22) Possibility of gold confiscation(14:59) Gold's journey from mines to coins(18:35) Tax implications of buying and selling gold(20:44) Comparison witThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →EP34: From Hotels to Homes: Andrea Foley's Innovative Solutions for Affordable Housing and Wealth Building
Jan 16, 202400:36:15Tap to summarizeExperience a revelation in tackling the housing crunch as Andrea Foley, a maverick in the realm of hotel conversions, joins us to unfold her inventive approach to creating affordable homes. Her journey, from diapers to development, is not just a tale of architectural transformation but a blueprint for cultivating financial acumen. We delve into Andrea's personal narrative, shaped by her father's construction legacy, and discover how her entrepreneurial acumen is addressing the pressing need for cost-effective housing, while also nurturing the roots of financial literacy in her children and through her 'Raise Millionaires' project. Prepare to be inspired by this powerhouse who's not just reshaping the skyline but also the financial future of generations to come.Andrea started a business back in 2007 with a $2,000 credit card limit. She grew it to annual sales of half-a-million and sold it in 2022. She also worked as a "turn-around" business consultant helping small business owners improve their sales, operations and finance. Aside from the projects listed here, Andrea and Axel have done single-family flips, renovations on residential and commercial buildings, bought and sold a single family rental portfolio and even "house hacked" before their oldest was born. Andrea also worked on a 92-unit townhome development when she was right out of college!Reach out:Web: https://www.investwithgwc.comPodcast: https://www.raisemillionaires.com/Show notes:(2:30) 3 interesting facts about Andrea(7:45) A problem Andrea is trying to solve(12:06) Hotel conversion business(19:46) Finding the right hotel to convert(26:23) How Andrea thinks outside the stocks(28:42) Rapid fire(34:20) Where to find more of Andrea(35:36) OutroThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →EP33: From CPA to Real Estate Mogul: Mathew Owens' Journey and Investment Strategies
Jan 8, 202400:27:27Tap to summarizeAre you ready to revolutionize your passive investing strategy and confidently navigate the intricate world of real estate? In this episode, host Madhavi Jain engages in a dynamic conversation with real estate expert Mathew Owens. As a former CPA and seasoned investor, Mathew shares invaluable insights into a successful investor's mindset, risk mitigation strategies, and tax-efficient approaches for passive investors. Have you ever wondered about the critical factors to consider in the current market cycle or how to thoroughly vet operators before making investment decisions? Join us as Mathew delves into multifamily opportunities, the art of calculating risks, and the game-changing tax strategies that can elevate your financial journey. Get ready to think beyond traditional investment avenues and explore the wealth-building potential of real estate with Mathew Owens.Mathew Owens (Chief Executive Officer) earned his B.A. in economics with emphasis in accounting from University of California, Santa Barbara and has been a certified public accountant since 2002. Mathew bought, renovated and sold or held over 700 single family properties having 10+ years of experience in property management and 15+ years of experience in taxation, auditing and real estate. Mathew is currently buying 5+ single family rental properties per month, acquiring and operating value-add multifamily properties. He is a private lender with over $10M lent in multiple markets across the U.S. and has raised over $75 million in private investor capital. He currently owns over 130 units in Memphis, TN, Atlanta, GA, and St. Louis, MO.Reach out:Web: https://mathewowens.com/LinkedIn: https://www.linkedin.com/in/mathewowens/Show notes:(2:22) Mathew’s fun facts(5:20) Why Mathew wishes he got into syndication faster?(9:50) The biggest factor to keep in mind when investing(14:22) Calculating risk in a deal(18:58) Tax strategies for passive investors(22:43) How Mathew thinks outside the stocks(25:35) Last advice for passive investors(26:42) OutroThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
Transcribe →