Thinking Like a Bank

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Episode 66: How to Prepare to Exit Your Business with Jessica FialkovichCheck out this episode to learn more about:- Jes...
07/22/2022

Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich

Check out this episode to learn more about:

- Jessica’s entrepreneurial background and journey as a small business owner.
- How many business owners are actually prepared to exit their business?
- Some of the common reasons why businesses fail rather than sell
- Common misconceptions about selling your small business.
- How can you make your business more attractive to potential buyers?
​​​​- How delegating tasks can make your business more profitable?
- What types of businesses’ does Jessica’s team focus on?
- How are business valuations calculated? Common techniques?
- How can SBA lending help you finance an established business?
- Using your dividend-paying whole life insurance policy to speed the process of financing a business
- Controlling your own financing terms using your dividend-paying whole life insurance policy
- Is it possible to passively invest in small types of businesses?








‎Show Thinking Like a Bank, Ep Episode 66: How to Prepare to Exit Your Business with Jessica Fialkovich - Jul 20, 2022

Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa LadhaCheck out this episode to ...
07/18/2022

Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha

Check out this episode to learn more about:

- How Mustafa started in real estate and alternative investing.
- How real estate can be one of the best investments you make.
- Different types of real estate investing (asset classes)?
- Investment strategies commonly used.
- What does ‘cash on cash return’ mean? What type of cash on cash return can one anticipate on receiving?
- Real estate investment strategies available at any stage in life.
- Investing actively and passively in real estate
- Veloce’s Capital investment focus
- The correlation between risk and return
- The importance of diversifying your investment portfolio.
- Private Equity and Debt Financing/How deals are structured
- The importance of understanding your investor's needs and expectations.
- Funds open to both accredited and non-accredited investors








‎Show Thinking Like a Bank, Ep Episode 65: How to Passively Invest in Real Estate and Scale Your Portfolio with Mustafa Ladha - Jul 14, 2022

Episode 64: How To Retain Employees with Marc BeshearsCheck out this episode to learn more about:- Marc’s initial introd...
07/18/2022

Episode 64: How To Retain Employees with Marc Beshears

Check out this episode to learn more about:

- Marc’s initial introduction to Bank On Yourself ®
- The unusual benefits of a properly designed dividend–paying whole life policy
- How to use whole life insurance cash value to leverage for other investments, like real estate
- Non-direct recognition- how your money keeps growing even when you have an outstanding loan against your policy
- How to protect against market risks and inflation?
- How can one profit from volatility?
- The advantages of borrowing against your cash value whole life insurance policy vs going to a traditional bank
- What is a key employee?
- Offering compensation via cash value whole life insurance to retain valuable employees
- What is a Section 162 Bonus Plan and how does it work? How can it be used as a tool to keep your best employees?
- The disadvantages of a 401k and Bank On Yourself ® can be a better fit in terms of taxes and control
- The problems with calculating average rates of returns and how mathematically they do not prove to be true.
- Who is Bank On Yourself ® good for?








‎Show Thinking Like a Bank, Ep Episode 64: How To Retain Employees with Marc Beshears - Jul 7, 2022

Episode 63: Creative Real Estate Financing with Brian O'NeillCheck out this episode to learn more about:- Obstacles peop...
07/02/2022

Episode 63: Creative Real Estate Financing with Brian O'Neill

Check out this episode to learn more about:

- Obstacles people generally have when transitioning into self-employment
- The importance of coaching and mentoring in real estate
- How Brian found his mentor and what he learned from him?
- What were Brian’s biggest fears around doing real estate deals?
- What is seller financing and how does it work?
- Structuring a seller financing deal (interest, terms, etc.)
- The advantages for the seller, in a seller financing deal
- The advantages for the buyer, in a seller financing deal
- How to find creative financing opportunities?
- Do you need to have a real estate license to carry out creative financing real estate deals?
- Leveraging your whole life cash value policy for financing.
- How whole life insurance companies are not dependent on the banking industry which can provide more real estate funding during a recession






‎Show Thinking Like a Bank, Ep Episode 63: Creative Real Estate Financing with Brian O’Neill - Jun 30, 2022

Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFACheck out this epi...
07/02/2022

Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA

Check out this episode to learn more about:

- Vijay’s introduction to entrepreneurship and investment management before running his own hedge fund.
- What is financial freedom and how can you achieve this?
- The advantages of becoming an entrepreneur.
- What is an Index Fund?
- What are Options and how can they be used as a risk mitigation strategy?
- The two major types of Options; Call and Put
- How much can one expect to earn from investing in options?
- How O​​ptions price​​s are calculated?
- Do interest rates affect Options prices?
- Options compared to other conventional/traditional investments
- Leveraging your whole life cash value policy for other forms of investments
- How life insurance companies manage to stay in business for centuries
- Do you need to be an accredited investor to invest in this Options strategy?














‎Show Thinking Like a Bank, Ep Episode 62: What are Options and How Can They Be Used As a Hedge Against Risk? with Vijay Kailash, CFA - Jun 15, 2022

Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon RobnettCheck out this episode to learn more about:- G...
07/02/2022

Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett

Check out this episode to learn more about:

- Growing up in the real estate industry
- What is bitcoin mining and how does it work?
- The advantage of investing in bitcoin mining from a tax perspective, deprecation of hardware used.
- Expected profitability Bitcoin mining
- The differences between simply owning Bitcoin and mining it
- Mining and Bitcoin circulation.
- The future outlook for Bitcoin as an alternative investment.
- How can you leverage Bitcoin without actually selling it and losing the potential growth?
- What is Decentralized finance (DeFi)?
- Shanno’s current industrial real estate deals.
- What is a Triple Net (NNN) lease and why is the beneficial for the investors
- What is bonus depreciation? Tax savings?
- Industrial real estate compared to multifamily and other asset classes
- The economic advantages of investing in industrial real estate.
- Do you need to be an accredited investor when investing in industrial real estate?
- What is a Reg CF fund? How can anyone potentially invest in this fund?
- Send a direct message to Shannon and Get a FREE COPY of Shannon’s co-authored book, Think Big!











‎Show Thinking Like a Bank, Ep Episode 61: Bitcoin Mining and Industrial Real Estate with Shannon Robnett - Jun 8, 2022

Episode 60: Local Private Lending with David BarnettCheck out this episode to learn more about:- Becoming an expert in b...
07/02/2022

Episode 60: Local Private Lending with David Barnett

Check out this episode to learn more about:

- Becoming an expert in buying and selling businesses
- Starting a debt brokerage business
- Reasons why David focuses on local private money lending
- Mitigating lendings risks through collateral
- How to finance your business without a traditional bank?
- Leveraging a Bank on Yourself type whole life policy for financing
- The importance of analyzing cash flow in the lending decision
- Types of businesses David lends to
- The importance of the lender-borrowers relationships
- How to make your money grow using compounding interest?
- What is in-house financing?
- Tax advantages of borrowing, interest paid
- Understanding the legality of lending/borrowing within your jurisdiction











‎Show Thinking Like a Bank, Ep Episode 60: Local Private Lending with David C Barnett - Jun 1, 2022

Episode 59: The Best Real Estate Asset Class to Own? With Daniel WeisfieldCheck out this episode to learn more about:- D...
07/02/2022

Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield

Check out this episode to learn more about:

- Daniel shares why he decided to continue the legacy of investing in mobile home parks.
- The business model of the Three Pillar Communities.
- What does “value add” mean in real estate?
- Financing a mobile park home
- Misconception about trailer home parks from the general public
- How mobile home parks have changed in the last few decades?
- Why are mobile home parks considered one of the best investments in the United States?
- Some of the tax advantages of mobile home park investing​? ​
- Who can invest with Three Pillar Communities?
​​- Typical holding period when investing in mobile home parks?
​- Multi-family versus mobile home parks?
​​- The future of Three Pillar Communities, projected AUM for the future









‎Show Thinking Like a Bank, Ep Episode 59: The Best Real Estate Asset Class to Own? With Daniel Weisfield - May 25, 2022

Episode 58: Growing Your Business Using LinkedIn with Moshe GrunhutCheck out this episode to learn more about:- How Mosh...
07/02/2022

Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut

Check out this episode to learn more about:

- How Moshe built his presence on LinkedIn?
- Why is LinkedIn a great marketing tool?
- Should one take a course on LinkedIn marketing and/or hire a coach to help with LinkedIn marketing?
- What kind of posts get the most attention, in terms of engagement?
- How to come up with content ideas for LinkedIn posts?
- How to overcome your fear of posting on LinkedIn?
- Using other platforms to grow your business.
- How much time do you need to invest in LinkedIn marketing?
- Generating leads on LinkedIn and what percentage turns into sales?
- How to overcome the stigma that surrounds the financial services industry?
- How to grow your brand's organic following on LinkedIn?
- Is focusing on a specific niche necessary?









‎Show Thinking Like a Bank, Ep Episode 58: Growing Your Business Using LinkedIn with Moshe Grunhut - May 18, 2022

Episode 57: Core Principles of Business with Anthony VicinoCheck out this episode to learn more about:- Overcoming ADHD ...
07/02/2022

Episode 57: Core Principles of Business with Anthony Vicino

Check out this episode to learn more about:

- Overcoming ADHD as an entrepreneur
- Taking the downsides of ADHD and using it to your advantage in business
- How to use hyperfocus to your advantage?
- Making real estate investing simple and not complex or overwhelming.
- The relation between actionable goals and self-discipline
- Why do some find it hard to make decisions?
- Importance of staying focused when there are too many options.
- How to make strategic changes?
- Creating a system around your daily habits and focusing on essential tasks.
- What does every business have in common?
- What types of real estate does Anthony focus on?
- Benefits of passive investing and syndication.
- Anthony’s book “Passive Investing Made Simple”








‎Show Thinking Like a Bank, Ep Episode 57: Core Principles of Business with Anthony Vicino - May 11, 2022

Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor L.Check out this episode to learn more...
07/02/2022

Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor L.

Check out this episode to learn more about:

- Choosing financial opportunities that align with your personal goals.
- How Taylor achieved his first real estate deal and the lessons learned
- Investing actively and passively in real estate
- What is real estate syndication and how does it work?
- Can you use a self-directed IRA to invest passively in syndication?
- Potential tax risks and downsides when using a self-directed IRA for real estate investments
- The advantage of leveraging the cash value of whole life insurance to invest in real estate from a tax perspective (avoiding UBIT)
- What is UBIT? (Unrelated Business Income Tax)
- What types of real estate deals do Talyor’s team focus on?
- The advantages of investing in self-storage.
- Different ways to find good real estate deals
- Potential upcoming market changes in real estate








‎Show Thinking Like a Bank, Ep Episode 56: Reaching Your Financial Goals by Investing In Real Estate with Taylor Loht - May 4, 2022

Are you a small business owner looking to raise capital to grow your business?Check out this recent podcast episode with...
07/02/2022

Are you a small business owner looking to raise capital to grow your business?

Check out this recent podcast episode with Benjamin Stein of SMBX

Episode 55: Raising Capital by Issuing Small Business Bonds with Ben Stein of SMBX

- How does SMBX help small companies raise capital?
- How can small businesses raise capital by issuing bonds as opposed to giving up equity?
- Differences between a bond and equity.
- Some of the underwriting requirements for small business owners to qualify for capital raising through SMBX
- How the Small Business Development Center (SBDC) can help small business owners prepare for financing and capital raising with SMBX
- How investors earn their returns when investing in small businesses through SMBX
- The benefits of issuing bonds for small businesses rather than getting bank loans
- What is the typical bond duration with SMBX?
- The types of businesses that could participate in SMBX.
- Reg CF Offering and the Jumpstart Our Business Startups (JOBS) Act and its impact on raising capital?
​- What are some advantages of investing in SMBX?









‎Show Thinking Like a Bank, Ep Episode 55: Raising Capital by Issuing Small Business Bonds with Ben Stein of SMBX - Apr 25, 2022

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2626 N Lakeview Avenue
Chicago, IL
60614

Opening Hours

9am - 5pm

Telephone

+17087176718

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