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Breakaway Wealth Podcast

Breakaway Wealth Podcast

206 episodes — Page 4 of 5

Ep 247Perseverance and Adaptability in Entrepreneurship: Insights from a Construction Entrepreneur

In this episode, host Jim Oliver interviews guest expert Jerome Maldonado, a seasoned construction entrepreneur. Jerome shares his inspiring journey and highlights the importance of perseverance and adaptability in entrepreneurship. The conversation delves into Jerome's experience in the construction industry, his focus on affordable multifamily housing, and his unwavering determination to succeed. Key Takeaways: Affordable housing is inportant, especially in the current housing crisis, creating lucrative investment opportunities in the multifamily housing sector. Jerome Maldonado's entrepreneurial journey spanning three decades showcases the value of perseverance and adaptability in overcoming setbacks and achieving success. The transition from single-family residential and retail development to multifamily housing, with a focus on ground-up construction, presents a viable pathway forentrepreneurs interested in real estate investments. Planning for worst-case scenarios and avoiding over-leveraging are essential strategies to mitigate risks in the real estate market, as discussed by Jim and Jerome.

Jun 27, 202329 min

Ep 246From Real Estate to Renewable Energy: The Evolution of Wealth Creation

In this episode, host Jim Oliver sits down with real estate expert Paul Moore to delve into the sustainable and profitable opportunity of renewable energy. If you're looking to educate yourself about real estate and real estate syndication, Paul is the go-to person. He shares his journey from selling his company to investing in real estate and eventually expanding into various asset types. Together, they discuss the advantages of working with syndicators and fund managers in the commercial real estate space. Key Takeaways: Focus on finding an expert in commercial real estate who has an inside track on acquisitions, distressed properties, operations, and portfolio management. Syndicators and fund managers can provide access to asset classes that were once only available to wealthy insiders. It's challenging for individuals to become experts in multiple asset classes while managing them profitably and maintaining diversification. Collaborating with experts allows investors to leverage their knowledge and experience, avoiding costly mistakes. The key to success is extreme focus on a specific asset class and outsourcing everything else. Join Jim and Paul as they provide valuable insights into the renewable energy landscape and explore the benefits of working with experts in commercial real estate syndication. Remember, finding the right person to guide you through the investment process is crucial for sustainable and profitable growth. So sit back, relax, and get ready to break away into the world of renewable energy opportunities!

Jun 20, 202333 min

Ep 245From PricewaterhouseCoopers to Coffee Mogul: Cole Shephard's Journey to Financial Success

Our host Jim Oliver interviews Cole Sheppard, a partner in an asset management firm called Legacy Group. Cole shares his journey of breaking away from the traditional path and venturing into alternative investments, specifically focusing on the coffee industry in Colombia. He discusses his background in finance and entrepreneurship, as well as his decision to bet all of his savings on starting businesses in South America. The conversation highlights the importance of thinking outside the box, taking action, and pursuing opportunities beyond conventional investment strategies. Key Points: Discover how Cole broke away from the herd and the rat race to achieve financial success. Cole shares his background and journey, from working in financial services to becoming an entrepreneur in Colombia. Explore the importance of finding unique investment opportunities and focusing on companies with the potential for exceptional returns. Understand the factors that led Cole to choose Colombia as an investment destination, including FX arbitrage and untapped opportunities in real estate. Learn about Cole's initial foray into real estate flips and commodity trading, particularly in fresh cut flowers. Discover how Cole's project evolved from an asset management play to a major enterprise, attracting substantial capital and becoming the top player in the country. Gain valuable insights into the importance of thinking outside the box, taking action, and pursuing entrepreneurship as a path to financial success, breaking away from conventional investment strategies like 401(k)s and Wall Street. Connect with Cole Shephard Website: www.legacy-group.co LinkedIn: www.linkedin.com/company/legacygroup LinkedIn: www.linkedin.com/in/cole-shephard-67b1a51a Instagram: www.instagram.com/legacygroupinvestments – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: www.createtailwind.com YouTube: CreateTailwind LinkedIn: Jim Oliver Join the CreateTailwind Community: www.community.createtailwind.com

Jun 13, 202327 min

Ep 244The Three Paydays Blueprint: How to Build Long-Term Wealth with Creative Real Estate

In this episode of Breakaway Wealth, host Jim Oliver interviews Chris Prefontaine, a real estate expert and founder of a coaching program. Chris shares his journey in the real estate industry, from building homes to weathering the crash of 2008 and re-engineering his business. He emphasizes the importance of finding experienced mentors and coaches and discusses the rise of creative real estate in the current market. Chris also introduces the concept of the "three paydays" and how it can be a profitable business model. Key Points: Chris' background in real estate: From building homes on creative terms to navigating the crash of 2008. The significance of creative real estate in today's market, driven by interest rates and post-COVID circumstances. Introduction to the "three paydays" concept: Getting paid upfront, receiving monthly income, and cashing out in the long term. Overcoming obstacles and focusing on opportunities rather than challenges. The concept of tragic optimism and finding optimism in every tragedy, as discussed in Victor Frankl's book "Man's Search for Meaning."

Jun 6, 202323 min

Ep 243Navigating Challenges and Building Maverick Success

In this episode of "Breakaway Wealth", host Jim Oliver is joined by Paul Fink, also known as the Maverick Millionaire. They discuss the importance of perseverance, emotional intelligence, and unconventional thinking in achieving success and building wealth. Paul shares his experiences as an entrepreneur and emphasizes the need to manage adversity and continue moving forward. They also touch upon the mindset of professionals versus amateurs and the value of learning from failures. Additionally, they explore the impact of parenting on developing an entrepreneurial mindset and the importance of teaching children critical thinking skills and a sense of exploration. Key Points: The importance of perseverance and learning from failures Applying baseball analogies to entrepreneurship and investing Emotional intelligence and managing adversity The significance of being unconventional and rebellious Seeking help and guidance in entrepreneurship Parenting and instilling an entrepreneurial mindset in children The benefits of teaching critical thinking and exploration Overcoming financial challenges and making choices for the future The rewards of putting in the tough work for a defined period Building a foundation for long-term success and wealth creation Connect with Paul Fink: Website: www.themaverickuniverse.com Socials: linktr.ee/Paulfinck – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: www.createtailwind.com YouTube: CreateTailwind LinkedIn: Jim Oliver Join the CreateTailwind Community: https://community.createtailwind.com/

May 30, 202328 min

Ep 242Running a Thriving Business with Your Spouse with Matt Faircloth

In this episode of Breakaway Wealth, Jim sits down with Matt Faircloth, a real estate investor who has been in the game since 2005. Matt shares his story of how broke away from the herd to start his successful real estate investment business, DeRosa Group, with his wife. One of the key takeaways from this episode is the importance of discovering the unique talents within your spouse or business partner. We discuss what running a successful real estate investment business with close family members is like and how to utilize each other's unique skills to thrive. Matt Faircloth has been a full-time investor since 2005. In that time, he has successfully completed projects involving dozens of fix and flips, office buildings, single-family homes, and apartment buildings. He is also the author of the Amazon best-seller, "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money." His vast knowledge and experience make this episode a must-listen for anyone interested in real estate investment or business success. Connect with Matt Faircloth: Website: https://derosagroup.com/ LinkedIn: Matt Faircloth - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

May 23, 202330 min

Ep 241Looking At Success Holistically with Julie Hruska

Welcome to the latest episode of Breakaway Wealth. In this episode, Jim sits down with Julie Hruska, a high-performance coach who helps her clients reach their full potential and bridge the gap between where they are and where they want to be. Julie is a holistic life coach who takes a tailored approach to set each of her clients on the path to greatness. Together, Jim and Julie discuss the power of finding clarity in your vision and creating an anchored plan to achieve your goals. They delve into the different strategies involved in holistic life coaching, such as using the habits of clarity, courage, energy, necessity, productivity and influence, and how these elements are interconnected. Whether you're an entrepreneur, business owner, or simply looking to improve your overall mindset, this episode is packed with valuable insights. Connect with Julie Hruska: Julie can be contacted directly at [email protected] Website: https://powerfulleaders.com LinkedIn: Julie Hruska - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

May 16, 202339 min

Ep 240Unlocking the Power of Human Connection with Brian Bogert

This week Jim is joined by Brian Bogert, an acclaimed human behavior and performance coach who specializes in guiding individuals through emotional healing by building authentic relationships. Brian shares the keys to unlocking emotional healing through vulnerability and genuine connections. Experience the transformative power of authentic vulnerability and true connections As a husband and father, Brian's personal experiences have shaped his passion for reducing suffering and unlocking the potential within each person he works with. Having survived a life-altering accident as a child, Brian learned the importance of embracing adversity and using it as a catalyst for growth. Known for his ability to perform "heart surgery without a blade," Brian's work centers on helping clients identify and remove emotional obstacles, allowing them to thrive in all aspects of their lives. Dedicated to impacting a billion lives, Brian's expertise in the power of human connection is truly transformative. Connect with Brian Bogert: Website: https://www.brianbogert.com YouTube: The Brian Bogert Companies Instagram: BogertBrian - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

May 9, 202354 min

Making Your Future Bigger Than Your Past with Michael Morawski

Welcome to another episode of the Breakaway Wealth Podcast. In this episode, we are joined by Michael Morawski, a successful real estate investor and coach, who shares his journey of resilience and redemption in the world of real estate investing. Mike's story is one of overcoming obstacles and learning from his mistakes. He has coached hundreds of real estate investors to help them achieve their financial dreams and live an extraordinary life. In this episode, Mike shares his insights on how to bounce back from failure, and how to turn mistakes into opportunities for growth. We dive deep into the topics of resilience, redemption, and personal growth, and explore how these themes apply to growing a successful business. Mike also shares his pillars for successful real estate investing and goes over his underwriting process with us. This episode has something for everyone. Join us as we learn from Mike's experience and discover how to make your future bigger than your past. Tune in now! Connect with Michael Morawski: Website: https://mycoreintentions.com YouTube: Mike Morawski | My Core Intentions Grab a free copy of Mike's book Exit Plan at https://mycoreintentions.com/free/ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

May 2, 202346 min

The Importance of Persistence and a Clear Vision with Mike Lennington

We are excited to sit down with Mike Lennington, co-author of The 12 Week Year in this week's episode. Mike Lennington is also an expert in the application of execution systems for individuals, teams, and entire organizations. In this episode, Jim sits down with Mike to discuss the crucial role that persistence and a clear vision play in achieving success. Through this insightful conversation we explore the importance of doing the hard work and reframing that work within the context of your vision and values. We'll discuss how having a clear understanding of your goals and staying committed to them, even in the face of setbacks and obstacles, can help you push through difficult times and ultimately achieve success. Michael lives in the Greater Louisville area with his wife Kristin, their three dogs, and a retired barn cat named Bean. Connect with Michael Lennington: Website: https://12weekyear.com LinkedIn: Michael Lennington – Connect with Jim Oliver: Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Apr 25, 202335 min

Shifting From Action-Taker to Strategic Planner with Andrea Liebross

In this episode, Jim sits down with Andrea Liebross, author and certified business and life coach, to talk about how entrepreneurs can make the shift from action-taker to strategic planner. Known for her expertise in helping high-achieving women entrepreneurs overcome overwhelm and achieve freedom, Andrea believes that success is a combination of two key ingredients: mindset and systems. In this week's episode, we delve deep into the strategies and techniques that can empower ambitious women (and all entrepreneurs) to think big and create their own secret sauce for success. We also touch on the value of having a coach or trusted advisor who can provide objective guidance, identify your blind spots and leverage your strengths. Andrea Liebross is an author, certified business and life coach, and host of the Time to Level Up podcast. Connect with Andrea Liebross: Website: https://www.andrealiebross.com/ Instagram: Andrea Liebross Coaching LinkedIn: Andrea Liebross – Connect with Jim Oliver: Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Apr 18, 202332 min

Ep 236Overcoming Adversity Through Mindset with Jamin Olivencia

In this week's episode Jim Oliver interviews professional wrestler turned motivational speaker and coach, Jamin Olivencia. Jamin shares how his experiences as a youth and then again in the wrestling ring along with a strong mindset instilled by his mother helped him overcome adversity and how he works with others now to do the same. Growing up Jamin was a special needs kid who believed in limitations but had a dream of being a professional wrestler. From a thin sliver of a dream, professional wrestling became his reality. His 15+ years of professional wrestling gifted him with an intimacy with life. He learned to connect with the audience through unwavering self-belief. Now, no longer limited to the wrestling ring, every moment and person Jamin comes across is a sacred arena for transformation. He enables people to embrace their struggles in a meaningful way and to use their vulnerability as a powerful means of connection. Connect with Jamin Olivencia: Website: https://www.jaminolivencia.com/ Instagram: Jamin Olivencia – Connect with Jim Oliver: Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Apr 11, 202353 min

Ep 235Working with the Right Coach with Paul Finck

In this week's episode Jim Oliver interviews successful entrepreneur and business coach, Paul Finck. During the show, Paul shares his background and experience as a coach and his coaching philosophy. The discussion then moves on to the importance of finding the right coach. Paul talks about the qualities one should look for in a coach and how to identify whether a coach is a good fit for them. Overall, this episode provides valuable insights for entrepreneurs and investors looking for guidance on working with the right coach to help them achieve their business goals. Paul Finck is The Maverick Millionaire®. Paul brings to the table a vast array of knowledge and skill sets from 36+ years of sales, marketing and entrepreneurial life experience. He has consulted in numerous industries, including the Medical, Dental, Financial, Retail, Informational Marketing, Direct Sales, Multi-Level Marketing and Speakers/Coaches/Trainers. He is a former mortgage broker, real estate agent and investor. Starting with a desire to be great, Paul learned from several of the biggest names out there and Dared to be Different – he dared to be a Maverick. His successes include moving multi-millions of dollars in Real Estate, and over $20 million in informational products. With his primary focus on multiple streams of income, he has built up several businesses in Informational Marketing, Network Marketing, Real Estate Investing and now speaks and coaches internationally, teaching others how they can create this success in their own lives while Doing It Different – The Maverick Way. Connect with Paul Finck: Website: https://www.themaverickuniverse.com/ Socials: Paul Finck – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Apr 4, 202332 min

Ep 234Scaling Business with Planning with Marie Mack

This week Jim sits down with Marie Mack of First Cup to Close to discuss all things business planning, organization and the relationship between a Visionary and Integrator. Marie Mack is a Black Hawk pilot turned business owner. She is an online business strategist, customer journey expert, and business mentor for talented business owners, coaches, and consultants. After spending 6 years growing her marketing and online event management agency, she's learned exactly how stressful it can be to survive as an entrepreneur, working 12 hour days to keep the doors open. Over time, she's learned how to manage a rapidly growing business with a team of contractors, create six figure revenue streams, and homeschool two kiddos (11 years and 9 years), while scrapping the traditional model for agencies. Connect with Marie Mack: Facebook: First Cup to Close & Marie Mack Website: https://www.firstcuptoclose.com LinkedIn: Marie Mack – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Mar 28, 202329 min

Ep 233Are You In Control of Your Money with Nick Kosko

In this podcast episode, Jim is once again joined by Nick to discuss the recent collapse of some banks in the US and how the collapse has raised concerns about the stability of smaller banks and opens the question of how much control do you really have over your money. They go on to discuss how the practice of IBC can protect you from the volatility of the stock market or the risks associated with individual banks. – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Mar 21, 202320 min

Ep 232Florida Real Estate Market with Joe Pavich

This week Jim sits down with his friend and fellow southwest Florida resident, Joe Pavich, Jr to discuss Southwest Florida as a great place to live but to also invest in vacation rentals and real estate. Joe Pavich, Jr. is a seasoned Southwest Florida industry expert that has built one of the most successful and recognized local real estate firms in Florida. Joe has earned numerous prestigious awards for his real estate business success and charitable work. He has been featured and recognized by local and national publications for his outstanding real estate achievements. Resources Mentioned in this Episode: Rich Dad, Poor Dad by Robert T. Kiyosaki – Connect with Joe Pavich: Facebook: Joe Pavich Website: https://joepavichjr.com/ YouTube: Joe Pavich – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Mar 7, 202333 min

Turning Your Weakness Into Your Super Power with Nick Kosko

Jim and Nick start this week's episode with a story of young Judo player who on the outside looks to be the underdog but turns his weakness into his super power. How does this translate into the world of personal finance and being your own banker? Listen in for their unique perspective. Resources Mentioned in this Episode: Can't Hurt Me: Master Your Mind and Defy the Odds (Clean Version) by David Goggins – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Feb 28, 202330 min

Ep 230Do You have L.U.C.K. with Nick Kosko

In this episode, Jim and Nick discuss the most powerful bank in the world and how you know if you have L.U.C.K. (Liquidity, Use, Control, Knowledge) when it comes to your finances. If you're interested in learning more about taking control of your finances, this is one of those foundational discussions you don't want to miss. Resources Mentioned in this Episode: It's Just Math - New Free Course Inside CreateTailwind Community – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Feb 21, 202330 min

Strategizing Your Potential with Mike Gandolfo

In this episode, Jim speaks with entrepreneur and realtor, Mike Gandolfo about strategizing your potential by focusing on giving rather than getting and how to work in a framework of a 12 week year. Resources Mentioned in this Episode: The 12 Week Year The Go Giver Focus, Execute, Win Connect with Mike Gandolfo: LinkedIn: Mike Gandolfo Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Feb 14, 202326 min

Ep 228Living with Purpose with Nick Kosko

Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward – building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out of the herd, thinking BIG and building wealth on our own terms. What's the point of wealth? Is it only to increase your bank account or is there more to it? There's an old saying that money can't buy happiness, but what about purpose and control? Can wealth provide you with a greater sense of purpose and control in life? Let's dive into the benefits of having purposeful wealth. Wealth can provide you with financial freedom, but it also gives you control over your destiny. When you have control, you can make decisions that benefit not only yourself, but those around you. You have the power to choose how your hard-earned money is used; whether it's investing in real estate, starting a business, donating to charity or helping others in need. Having control over your finances lets you live on your own terms and gives you peace of mind knowing that your future is secure. In this episode, Jim and Nick have a friendly discussion on how having purposeful wealth allows you to live with meaning beyond just making money. It gives you the ability to use your money for things that truly matter — whether it's providing for those in need or investing in something that could create jobs and stimulate economic growth. By using your wealth for something meaningful, you will be able to look back at the end of each day knowing that you made an impact on someone else's life. Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jan 31, 202327 min

Ep 227Setting and Achieving Your Goals with Nick Kosko

2023 is off to a great start. Join Jim & Nick as they take some time to look back at 2022 as well as what 2023 has to come and tackle all things goal setting and productivity. They offer realistic and attainable solutions to help listeners make the most of their future goals. From illuminating how to use the 12 Week Year to set achievable targets to establishing an optimistic yet realistic outlook when faced with opposition, these podcast personalities share productive systems tailored specifically for them and provide helpful insights on how you can achieve your 2023 objectives. Listening in as Jim & Nick discuss their goals for this upcoming year encourages others to also reach for new heights. With a healthy growth mindset, taking a step back and looking at the past will give motivation for what's still to come in everything from planning breaks down into smaller actionable steps to celebrating both successes & losses. Tune in to hear Jim & Nick chat about goal setting and productivity so you can conquer 2023! Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jan 17, 202333 min

Ep 226Community & Course Information Session with Nick Kosko

Jim and Nick Kosko are back this week to showcase Tailwind Community, a free learning hub devoted to helping budding investors understand the ins-and-outs of IBC. From taking out insurance on a budget all the way through exploring courses catered toward IBC principles​ - no matter your question or degree of knowledge, they can help you confidently start down the road towards international investment success! Jim shares how his experience and knowledge - specifically, understanding R. Nelson Nash's revolutionary banking concept from his book Becoming Your Own Banker - influenced why he created the courses inside the CreateTailwind community. With this powerful insight into financial freedom, Jim has created a brighter future for himself and his clients! Jim and Nick are passionate about helping people transform their lives, so they've created an amazing community that offers educational resources to help people become financial masters of their own destiny. In this episode, hear why joining the movement is essential for personal financial success! Resources Mentioned: Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jan 10, 202323 min

Ep 225How to Become Financially Free with Nelson Nash

In this episode, you'll discover the one resource you need to learn more about infinite banking and what you can do right now to start educating yourself on breaking away from the herd. Nelson Nash shares the one thing in his life that helped him break away from a herd mentality, and exactly what you need to do the same. If want to learn more, the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=BeRWmomiYR4 - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Dec 27, 20227 min

Ep 224You Need to Take Risks. Here's Why… with Logan Rankin

In this episode, you'll discover how so many of us are educated to stay exactly where we are in our lives, but why this is actually a huge problem. Logan Rankin shares an analogy he learned from Jim about taking risks, and Jim and Logan discuss the importance of being willing to take risks in your life. If want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=RLa84R-3_WQ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Dec 20, 20225 min

Ep 223Failure is Not an Option with Nick Kosko

In this episode, you'll discover why you have to know what the goal is when planning your future and financial freedom, and why that goal should not be what the government and the banks suggest. Nick Kosko shares why failure is not an option when it comes to your financial future, and the problem with people not having the self-confidence to bet on themselves. If want to learn more, the best thing to do is to listen to the full episode here:https://youtu.be/fWcYbM0y9Cc - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Dec 13, 20225 min

Ep 222How to Succeed in the Real Estate Market with Dr. Vikram Raya

In this episode, you'll discover why anybody can do real estate if they are interested, passionate, and learn the right way. Dr. Vikram Raya shares where he is currently buying real estate and why, and how he helps investors get a 30-40% return on their real estate investments. If want to learn more, the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=HqvJWJevops - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Dec 6, 20224 min

Ep 221The Dirtiest Secret the Banks Don't Want You to Know with Fouad Bazzi

In This Episode: Are taxes going up or down? Are those dollars in your pocket worth more today or the future? Would you rather pay tax on the seed or the harvest? These are the three questions that Jim asks people all the time, and the answers come so easily. Taxes are going up, of course, our dollars will be worth less in the future, and you would rather pay tax on the seed. Yet a traditional 401(k) or IRA violates all of these answers, and people are still putting their money there. Why? Because people still don't fully understand just how devastating inflation really is. The only way to keep up with inflation is to have actual assets – not instruments in Wall Street eroding every day – but assets. After 21 years in banking, that's exactly what this week's guest learned. Fouad Bazzi realized he could step away from the corporate grind and that investing would be a better option, and as a result has been running a short-term rental business for the last year. He sold every stock he ever had and began investing in the rental sector, and his business is thriving. He joins Jim this week to share his journey into short-term rentals, what drove him to do this, and how he runs his business differently from the norm. There is a reason that banks are the most profitable businesses in the world and it's because they control your money. But there is something the banks don't want you to know, and Fouad is sharing it with you this week. Jim and Fouad discuss the benefits of having assets, how Fouad broke away from the corporate sector, and the true power of real estate. Find out why people shouldn't be putting their money in Wall Street, the reasons more people don't invest in short-term rentals, and everything you need to consider if you are interested in breaking into the short-term rental space. - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Connect with Fouad Bazzi: LinkedIn: https://www.linkedin.com/in/fouad-bazzi-4415973 Instagram: https://www.instagram.com/fouadbazzi_airbnb/ Linktree: https://linktr.ee/foubnb Resources Mentioned: Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial/dp/1612680054 Second Chance: for Your Money, Your Life and Our World by Robert T. Kiyosaki: https://www.amazon.com/Second-Chance-Your-Money-World/dp/1612680461 Boys Adrift: The Five Factors Driving the Growing Epidemic of Unmotivated Boys and Underachieving Young Men by Leonard Sax: https://www.amazon.com/Boys-Adrift-Epidemic-Unmotivated-Underachieving/dp/0465072100

Nov 28, 202237 min

Ep 220How to Live a Longer, Happier, Healthier Life with Sajad Zalzala

Nelson Nash used to say the majority has never been right about anything, and that if you do common things you will get common results. We already know that infinite banking isn't for everybody, as some people don't want to break away from the herd. They're happy with the status quo and doing what they've been told without question. But infinite banking is different from the mainstream, so people who do it have a different mindset. We ask questions like, why do we have to put money in stocks? Why do we need an IRA? What else can we do? What else is out there hiding that people don't want us to find out about? How can we leverage it for our own good? The same can be said for functional medicine. Functional medicine is all about the why. Why is someone sick? Why are they having the symptoms they're having? What is the underlying cause of the issues this person is facing? It is about being proactive with your health and treating the underlying cause of the disease rather than waiting for it to happen and then treating it. It is about interrogating everything, seeking an alternative, non-traditional way of doing things, and questioning the status quo. And this week's guest is here to share more about functional medicine, and how he helps his patients live longer, happier, and healthier lives. This is a cool episode where Jim talks about different topics than usual because he's welcoming functional medicine doctor Sajad Zalzala to the show. Sajad shares his journey to becoming a doctor, how he became disenfranchised with conventional medicine and how this led to him discovering his passion for functional medicine, and how he now helps people live longer, healthier lives by preventing the diseases of aging. Hear more about the non-profit he runs and why he does so, why doing functional medicine can be challenging from a business perspective, why a lot of doctors operate outside of the insurance realm, and some of the similarities between functional medicine and infinite banking. Connect with Sajad Zalzala: Website: https://agelessrx.com/ Non-profit: https://enduringharvest.org/ Non-profit Instagram: https://www.instagram.com/enduring.harvest/ Resources Mentioned: Fantastic Voyage: Live Long Enough to Live Forever by Ray Kurzweil and Terry Grossman: https://www.amazon.com/Fantastic-Voyage-Live-Enough-Forever/dp/0452286670 The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann: https://www.amazon.com/Go-Giver-Little-Story-Powerful-Business/dp/0241976278/ ● You Are the Placebo: Making Your Mind Matter by Dr. Joe Dispenza: https://www.amazon.com/You-Are-Placebo-Making-Matter/dp/1401944590/ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Nov 22, 202245 min

Ep 218How to Maximize Your Whole Life Policy with Nick Kosko

In this episode, you'll discover how soon after originating a whole life policy you can start doing IBC, and why a whole life policy is more efficient the more you burn off it. Jim and Nick Kosko share why there are always opportunities in real estate regardless of what the market is doing, and how they are practicing what they preach when it comes to insurance policies. If want to learn more, the best thing to do is to listen to the full episode here: https://youtu.be/FEEGqKyoTM0 - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Nov 8, 20227 min

Ep 217Financial Freedom Starts Young with Jake Kosko

In This Episode: If our life on earth is measured in time, how much is it worth to have more time with your family? Most people go to work every day, they work long hours and they do things they don't really want to do. They stay stuck behind a desk with their boss telling them over and over what they need to do, and they exchange their time for money. But would you rather sit at a desk all day and have people controlling you, or would you rather invest in real estate, own businesses, spend more time with your family, and have your assets provide your ideal standard of living? That's what this week's guest is here to discuss further because this is exactly what inspired him to learn more about infinite banking and investing. Jim is joined this week by Jake Kosko. For those who haven't heard Jake before, he's an experienced investor who has been doing infinite banking for a while, and because he didn't have many influenced paradigms or ingrained beliefs cemented in like so many of us have, he was able to grasp the concept of infinite banking pretty quickly. He bought real estate, bought into a business, and funded two policies, and has made incredible returns in just one year. And the most important point to mention: he is just 13 years old. Jake is wasting no time going down the wrong path like so many people older than him, and he is already growing his infinite banking system and financial freedom plan. He recalls what life was like when his Dad had a job versus what their family life is like now that he is more financially independent, and the difference this has made to his life and his family. Jake shares when he was first introduced to infinite banking, why you are never too young or old to start investing in real estate or learning infinite banking, his advice for anybody looking to get into it, and how he learned to understand the importance of buying assets that provide for you for the rest of your life. Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Resources Mentioned: The Tuttle Twins Series: https://tuttletwins.com/ Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash: https://www.amazon.co.uk/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS/ Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680178/

Nov 1, 202227 min

Ep 216What Is Cost-Segregation? With Boomer Philbrick

In this episode, you'll discover what cost segregation means, why you might do it, and exactly how an engineered cost segregation study works. Boomer Philbrick shares why the 100% bonus depreciation introduced by Donald Trump is so beneficial, and how to fully depreciate your assets through this scheme. If you want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=KGXRZ1sOXmM – Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Oct 25, 20226 min

Ep 215Great Books on IBC With Nick Kosko

In this episode, you'll discover some great tools and resources if you are interested in learning more about infinite banking. Nick Kosko and Jim share their favorite books, why they find them so useful, and the biggest messages they take from these resources. If want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=fWcYbM0y9Cc&t - Resources Mentioned in this Episode: The Case for IBC by R. Nelson Nash, L. Carlos Lara, Robert P. Murphy PhD: https://www.amazon.com/Case-IBC-R-Nelson-Nash-dp-0999778617/dp/0999778617/ Building Your Warehouse of Wealth by R. Nelson Nash: https://www.amazon.com/Warehouse-Nash-infinite-Grassroots-Fractional-Banking-Think/dp/B009AEXZV8/ How Privatized Banking Really Works by L. Carlos Lara and Robert P. Murphy: https://www.amazon.com/How-Privatized-Banking-Really-Works/dp/061532682X Financial Independence in the 21st Century by Dwayne Burnell and Suzanne Burnell: https://www.amazon.com/Financial-Independence-Century-Dwayne-Burnell/dp/B01FIW7PX4 Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680178/ Cash Flow for Kids Game: https://www.richdad.com/products/cashflow-for-kids Second Chance: for Your Money, Your Life and Our World by Robert T. Kiyosaki: https://www.amazon.com/Second-Chance-Your-Money-World/dp/1612680461 The Richest Man In Babylon by George S Clason: https://www.amazon.com/Richest-Man-Babylon-Magic-Story/dp/1939438632/ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Oct 18, 202245 min

Ep 214Handling Adversity in Times of Crisis with Nick Kosko

Life happens, and people are facing adversity all day every day. It just so happens that the host of Breakaway Wealth faced adversity recently in an event that everybody knows about. A little over a week ago, Hurricane Ian made landfall just a couple of miles from Jim's house and nobody heard from him for 48 hours or so. They were fighting through over 150mph winds and storm surges, and Jim was left with no power or water. Experiencing the hurricane first-hand, there are a few things he would have done differently had he known what he does now, and he's sharing his experience and takeaways from this event this week. In the face of adversity, there aren't any easy decisions or solutions. The first plausible step is to simply take action. It is OK to grieve. It is OK to be sad about what you have experienced. But regardless of the experience, what really matters is your attitude. It is always liberating to take ownership of your situation, and whatever that adversity is, it is possible to not let it win, to not let it beat you. Persistency is key, and you need to be bigger, step up – not down – and come out of the adversity on the other side. And that's what Jim and Nick are diving deeper into in this episode. In this episode, Jim and Nick talk about adversity, crisis, and what to do when you are faced with either of these in your own life. In Jim's case, a hurricane hit and damaged people's homes, and people lost their lives. He shares how he handled it, his advice for what to do in a crisis, and some lessons on the different stages of a crisis and how to put them to work in your own life. Find out the importance of vision and the role it plays in handling adversity, and some strategies for handling adversity from Fortune 500 executive Deborah Smith Pegues. All thoughts and prayers here at Breakaway Wealth go out to everyone who has been affected by Hurricane Ian. - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Resources Mentioned: Deborah Smith Pegues: Home - Deborah Smith Pegues (confrontingissues.com) Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko Willink: https://www.amazon.com/Extreme-Ownership-Jocko-Willink/dp/1250183863

Oct 11, 202238 min

Ep 213Create Your 2023 Vision with Nick Kosko

There is a lot going on in the world right now, and it is easy to blame a lack of progress on external factors. The timing isn't right, or interest rates are too high or there are no opportunities. But there are always opportunities, you just need to change your perception and stop making excuses. If you can't visualize your future, you can't have it. But creating a vision and pursuing it instead of giving up on it can have immeasurable gains. This week, Jim and Nick are talking about the unbelievable power of the mind. Whether you think the world is bad, prices are too high, or any other obstacle you have put in your narrative, remember that everything is overcomeable. As Viktor Frankl once said, you have to find optimism in tragedy. Maintain optimism, even in the worst tragedy and you will succeed. The key to happiness is progress, and if you are not making progress, you are declining. If you don't feel like you are making progress because you can't find deals or believe there are no opportunities, don't miss this week's episode. Jim shares why you are always ready to take the next step and the one thing you have to remember when it comes to creating a vision. Learn the difference between living in the gap and the gain, how to measure progress based on where you came from, and why there are always opportunities, you just need to open your mind to them. Now is the time to draw up your 2023 vision. There are around 12 weeks left of 2022, what are you going to do with them? - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Books Mentioned: Man's Search For Meaning: The classic tribute to hope from the Holocaust by Viktor E Frankl: https://www.amazon.com/Mans-Search-Meaning-classic-Holocaust/dp/1844132390 The 12 Week Year Field Guide: Get More Done In 12 Weeks Than Others Do In 12 Months by Brian P. Moran and Michael Lennington: https://www.amazon.com/12-Week-Year-Field-Guide/dp/1119475244/ The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann: https://www.amazon.co.uk/Go-Giver-Little-Story-Powerful-Business/dp/0241976278/ Relentless: From Good to Great to Unstoppable by Tim S. Grover: https://www.amazon.com/Relentless-Unstoppable-Tim-S-Grover/dp/1476714207/

Oct 4, 202223 min

Ep 212Thinking About Your Loan Rate? You're Focused on the WRONG Thing… with Joe Nicolosi

In this episode, you'll discover why working with the government will never be to your advantage, and why you don't want to do business with them. Joe Nicolosi shares why so many people are focusing on the wrong thing when they think about loan rates and the problems with taking an SBA loan. If want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=KE2ddC4Qvuk - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

Sep 27, 20225 min

Ep 211Change Your Environment, Change Your Life with Seth Andrews

In this episode, you'll discover what made Seth Andrews break away from his circumstances and what he gained from leaving the environment he had always known. Seth shares the difference between those who get out of situations they've always known and those who stay, and the importance of taking risks and not being afraid of failing. If want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=AiKY0msKcMs - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

Sep 20, 20227 min

Ep 210THIS is the Superpower of the Future with Logan Rankin- Repurposed

In this episode, you'll discover how Jim learned infinite banking and his recommendations for anybody looking to dive deeper into it. Logan Rankin shares why he believes that you should constantly surround yourself with people who have different strengths to you, and the benefits of doing so. If want to learn more, the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=EJ8Icjtyih0&t - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Sep 13, 20228 min

Ep 209Carbon Investing and Accelerated Depreciation with Michelle Kimbro

Michelle Kimbro is a nursing executive turned investment entrepreneur here to teach us how to reduce your taxable income by investing in carbon capture and storage technology using accelerated depreciation. Michelle literally drills down into cash-on-cash ways of doing this, using innovative new offshore drilling and carbon capture technology that incentivizes tax breaks through accelerated depreciation. Michelle's patented mobile carbon capture technology contracts with Exxon and their technology sits atop the pipeline and simultaneously absorbs and cleans the CO2 emissions to EPA standards. That is then re-injected back into the same well site for what is called 'enhanced oil recovery'. This saves Exxon a lot of money to sequester the CO2 (as they'd ordinarily have to haul it off to a processing plant and then sell to a secondary market). This closed service is far more lucrative. Michelle's company raises capital for the equipment and revenue shares with Exxon on the additional barrels of oil that come out of the well site. The kicker is that they can leverage a portion of the tax code favorable to oil and gas – and leverage bonus depreciation in year one for their investors. This is the last year where bonus depreciation is set at 100% (next year, it goes to 80%, with a 20% reduction until it's phased out). A $100K investment, for example, would yield a 2X return ($200K), factoring in bonus depreciation. If you're paying 40% on tax, you can reduce your taxable income by $80K. This is huge for someone living in a high-income state. Plus, it cash flows. If you average the annual rate of return over seven years, it's between 25 - 26%. As Jim says, "Wow, where else are you going to get that?" This investment is for someone looking for a tax play to reduce their taxable income – as well as being something that cash flows. And, with an additional 80 000 IRS agents looking into the real estate market, this investment seems even more appealing. This offering is a 506C offering for accredited investors only. - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Connect with Michelle Kimbro: Email: [email protected] Website: emprinvestor.com

Sep 6, 202230 min

Ep 208How to Break the Time-For-Money Equation with Dr. Vikram Raya

In this episode, you'll discover how changing your thinking will change your actions and why so many doctors are still financial slaves. Dr. Vikram Raya shares how he broke the time for money equation and how the whole world opened up to him as a result. If want to learn more, the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=HqvJWJevops&t - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Aug 30, 20225 min

Ep 207Get More Cash Flow RIGHT NOW with Boomer Philbrick

In This Episode: Building and housing are not going to cause the looming recession, they are going to help get us out of it. Knowledge is power, and understanding how the system works means you can maximize it. As real estate investors, one way to do this is through cost segregation. Whenever you buy a property, every single component inside it will be depreciated. Cost segregation is simply the process that accelerates this depreciation. It works on new and existing properties, you can do it anytime, and this week's guest is here to explain it clearly and show you how he makes it as easy on your CPA as possible. Boomer Philbrick helps people save money on taxes as well as gives them financial freedom and more immediate cash flow. He has been working in the real estate industry for 6 years and serves people by teaching them how to retain more of their money. He joins Jim on the show this week to talk more about cost segregation, what it is and what the process entails, and how you could benefit from it. There are so many benefits of buying real estate and depreciation is one of them. It is a return on real estate that so many people ignore, but cost segregation allows you to have more money right now, to either buy another property, fix it up, or pay off debt. Listen in this week to learn more about why this is a great way to save taxes and get more cash flow right now, how the process works when you buy a property, and a good way to wrap your head around it. Boomer shares four questions he asks clients when they buy a property, some common misconceptions about cost segregation, how Donald Trump took advantage of this tax law to save money, and how you can do the same. If you don't know anything about cost segregation, you don't want to miss this episode. Book Mentioned: How Good Do You Want to Be?: A Champion's Tips on How to Lead and Succeed at Work and in Life by Nick Saban and Brian Curtis: https://www.amazon.com/How-Good-You-Want-Champions/dp/0345500849 Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Connect with Boomer Philbrick: Phone: 812 639 0656 Email: [email protected]

Aug 23, 202224 min

Money Supply vs. Money Value with Jullien Gordon

In this episode, you'll discover how the banks create velocity of money and what they do with the money you pay them every month. Jullien Gordon shares what a personal eternal rate of return is, and the difference between the physical money supply and the value that is out in the world. If want to learn more then the best thing to do is to listen to the full episode here:https://www.youtube.com/watch?v=uR3nDdpwTdA&t - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Aug 16, 20226 min

Ep 205How Urban Capital Can Keep Your Money Moving with Will Coleman

In This Episode: Here is something you already know: money has to flow or it dies. It needs to be constantly working for you and to do so, it needs to be constantly moving. Why let your money die when it could be making a return for you? This is exactly what this week's guest helps people do. We are switching things up a little on the podcast this week, as Harper Jones is replacing Jim as host, and he's catching up with Will Coleman from Urban Gate Capital. Urban Gate Capital raises capital from investors and lends it out to people looking to buy property. They provide an average of between 3-6 month loans and over the last two years, have lent out just over $18 million to their clients. Will joins Harper to walk you through their business model, talk more about the fund they have recently launched for investors, and share more about how Urban Capital could keep your money moving for you. You'll hear more about the short-term hard money lending industry, the advantages and benefits of lending, and some of the opportunities available within the industry. Investors know that they need to keep their money moving and that capital sitting in their accounts is not an option. Urban Capital's newly created fund is a fantastic way for investors to keep their capital working for them and their business model now enables them to fund even more people; it's a win-win for all involved. If you're wondering what to do with your capital and thinking about buying a project versus potentially lending to get some exposure, you need to listen to this episode. Harper and Will talk about the current market, the importance of educating yourself on what's going on in the industry, and some ways to make your capital work for you, and Will shares his advice for anybody interested in lending. Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events Connect with Will Coleman: Website: https://www.urbangatecapital.com/ Email: [email protected]

Aug 9, 202233 min

Ep 204Being Wealthy is Not About Money with Maurice Philogene

In this episode, you'll discover why being wealthy is not about money, and what it is really about. Maurice Philogene shares how he stopped exchanging his time for money, how he reached the point where he was generating more salary from passive income than from his job and the key to creating this financial freedom for yourself. If want to learn more then the best thing to do is to listen to the full episode here: https://youtu.be/hV7CzytWtQs - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Aug 2, 20226 min

Ep 203BREAKAWAY WEALTH CreateTailwind Community Q&A Discussion

In This Episode: You asked and they listened! Jim and Nick Kosko are back this week with an after-hours Q&A to answer all of your burning questions. And remember, in these Q&As, you can ask anything you want. This week, they're answering questions about IBC for people starting out on a low budget, taking out insurance purely for the purpose of IBC, and talking more about the Becoming Your Own Banker course inside the community. If you're still unclear on the principles of IBC, what it entails, or even what IBC stands for, you're in the right place. Did you know that more billionaires are made with real estate than anything else? Want to know what happens if you can't pay premiums, or how soon after starting an insurance policy can you start doing IBC? Jim and Nick Kosko are answering your questions on a range of topics around IBC, whole life policies, death benefits, and premiums, and they're also sharing what the CreateTailwind business model looks like, plus much more. If air doesn't flow through your lungs you die. If water doesn't flow, it's stagnant and poisonous, and if money doesn't flow it's dead. Jim and Nick practice what they preach and they love to be a small part in helping you change your life. In this episode, they share why they want you to buy cash-flowing assets and how to make your IBC system super efficient and pay for itself. Hear from people who are truly breaking away from the herd and how they're doing it, how to make sure the IBC system you are building will work, and a few bonus answers to questions that weren't asked. Resources Mentioned in This Episode: Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash: https://www.amazon.com/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS/ Building Your Warehouse of Wealth by R. Nelson Nash: https://infinitebanking.org/product/building-your-warehouse-of-wealth/ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jul 26, 202249 min

Ep 202Why THIS Industry is Having Explosive Growth with Jim Pakulis

In this episode, you'll discover a sector that is growing at an explosive rate, and why this is happening. Jim Pakulis shares where his interest in emerging markets came from, the one change companies like McDonald's, Burger King, and Starbucks are all making, and how this massive group of people is moving the needle. If you want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=wJFk6L_sXGA - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jul 19, 20226 min

Ep 201Are You Still Losing Money and Freedom?

In this episode, you'll discover the difference between a life insurance policy and using a Roth, and why it never works out when the government makes the rules with your money. Discover how to know if infinite banking and financial freedom is for you, and why every government plan has wound up doing the exact opposite of what it was intended to do. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=fWcYbM0y9Cc - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jul 12, 20229 min

Ep 200THIS is What Banks Really Do with Your Money with Logan Rankin

In this episode, you'll discover why the bank doesn't do what you think it does with your money, and what it really does with it. Logan Rankin shares why banks are so wealthy, and how to start doing what the bank does to create velocity of money for yourself. If want to learn more, then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=BmSD9SfuPNs&t - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jul 5, 20229 min

Ep 199A New Way to Look at Equipment Financing with Nick Kosko

In This Episode: When people read Becoming Your Own Banker by R. Nelson Nash, they get to the equipment financing example and they don't understand it. They read it two to three times and then take the Becoming Your Own Banker course inside the CreateTailwind community, and then it sinks in. They think it's the answer for them and that they have everything figured out. But this week, Jim and Nick Kosko are taking a different approach to this topic, and while they are still explaining it as the book intends it to be explained, they are putting the Breakaway Wealth CreateTailwind spin on it. Picture this. Nick and Jim buy the exact same brand new F150 pickup truck. Same options, same sticker price, same color, same everything. Nick drives the truck hard and doesn't worry about the maintenance schedule, he drives it like nobody's business. How many miles will he get out of the truck? Now, Jim takes the exact same truck that he bought, he changes the oil every 3000 miles, uses the best oil and fuel from the best gas station, has it inspected regularly to make sure it's running right, and takes good care of it. How long will the truck last for Jim? Wondering how an example about buying a brand new F150 pickup truck relates to infinite banking? It all becomes clear in this week's episode. When we look at an insurance contract, we should look at it the same way as this equipment financing example. In this episode, Jim and Nick explore this example further to explain why, and show you what you really need to be focusing on in your life insurance policies. Hear the unique spin that Jim and Nick are putting on this topic and how it differs from the way most Infinite Banking practitioners teach it, learn how to get money to stop flowing away from you and start flowing back to you, and find out why, when you really look at infinite banking and life insurance policies, you actually want to pay the base premiums. Don't forget, if you want to see all the ins and outs of this equipment financing example from the book, the course inside the CreateTailwind community can help. Resources Mentioned in This Episode: Becoming Your Own Banker: Unlock the Infinite Banking Concept by R. Nelson Nash: https://www.amazon.com/Becoming-Your-Own-Banker-Infinite/dp/B001NZO1DS/ Acres of Diamonds by Russell H. Conwell: https://www.amazon.com/Acres-Diamonds-Russell-H-Conwell/dp/1940177618 - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jun 28, 202238 min

Ep 198What People Don't Realize About Short-Term Rentals with Julian Sage

In this episode, you'll discover why short-term rentals can bring in five or six times more than long-term rentals, and how the two types are different. Julian Sage shares why reviews for short-term rentals are so important, what most people don't realize when they enter the short-term rental space, and how to take the next step into the short-term rental industry. If you want to learn more, then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=d2GZkWx0T40 - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jun 25, 202210 min

Ep 197THIS is Why Real Estate Agents Never Become Investors with Pat Hiban

In this episode, you'll discover why a lot of real estate agents never become real estate investors. Pat Hiban shares a common misconception about real estate investing, and one thing that people don't know about building a real estate portfolio. If you want to learn more, then the best thing to do is listen to the full episode here: https://www.youtube.com/watch?v=L8QiMMbTmfQ - Connect with Jim Oliver: Facebook: CreateTailwind & Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/ RSVP for the next community Q&A HERE: https://community.createtailwind.com/events

Jun 23, 20227 min