Passive Income Adventures Podcast By Emma Powell cover art

Passive Income Adventures

Passive Income Adventures

By: Emma Powell
Listen for free

About this listen

Achieve success through inspiring stories and tough lessons from entrepreneurs and investors. Go behind the scenes in their business deals and passive income adventures. This is a team sport, and every success or mistake has a group of people behind it with stories to learn from. Hosted by Emma Powell of Rise Capital, a commercial real estate investing fund for accredited investors, we'll focus on a variety of passive income topics such as finding and underwriting opportunities, finding a niche, managing business partners, and the teams that make deals happen, all from the trenches!Emma Powell Economics Personal Finance
Episodes
  • 123 - How to Turn Your Financial Advisor into a Financial Partner - Alan Franks
    Jun 3 2025
    Understanding Diversification and Tax Strategies in Private Markets | Passive Income AdventuresJoin us in this episode of Passive Income Adventures as host Emma sits down with certified financial planner and registered investment advisor, Alan Franks. They dive deep into key topics such as the nuances of diversification between public and private markets, the tax advantages of various investment strategies, and the importance of having a holistic financial plan. Alan shares insights from his professional journey, from growing up with entrepreneurial influences to becoming a financial advisor. Emma and Alan also discuss the pros and cons of different financial products like home equity lines of credit, life insurance, and securities-backed lines of credit, and how they can enhance financial security and investment opportunities. Whether you're a seasoned investor or just starting out, this episode is packed with valuable advice and strategies to help you make informed financial decisions.Bio:Alan is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a client-centered approach, helping individuals and families define their lifestyle goals and then reverse-engineering a tailored financial plan to achieve them. His focus on cost-effective, tax-advantaged strategies empowers clients to realize their dreams as quickly and efficiently as possible.Connect:https://www.empowered-money.comhttps://linkedin.com/in/alanfranksBook: https://a.co/d/3JFMWavInstagram: @frankly_financialConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group (Pitch Decks)00:00 Introduction to Financial Growth Uncertainty00:22 Welcome to Passive Income Adventures00:35 Introducing Alan Franks01:55 Alan's Financial Journey and Background05:43 Understanding Public vs. Private Markets11:35 Diversification in Private Markets14:22 Tax Planning and Financial Freedom20:23 The Role of Financial Advisors33:38 Entrepreneurship and Compliance in Financial Planning38:24 Financial Advisors' Personal Finance Struggles38:54 Walking the Talk: Advisors' Own Investments39:57 Real Estate Investments and Challenges41:42 Leveraging Home Equity for Investments44:21 Securities-Backed Lines of Credit46:24 Life Insurance as a Financial Tool49:50 Balancing Risk and Reward in Investments01:03:49 Inflation Concerns and Investment Strategies01:05:28 The Importance of Consistent Wealth Building01:10:14 Final Thoughts and Contact Information
    Show more Show less
    1 hr and 15 mins
  • 122 - Networking Warning Signs - Josh Elledge
    May 27 2025
    Building True Success: Relationships & Generous Leadership | Passive Income AdventuresWelcome back, investors! This episode of Passive Income Adventures dives into relationships, marketing, and wealth-building with guest Josh Elli from UpMyInfluence.com. Josh shares his journey from a Navy journalist to a successful business leader, emphasizing the importance of genuine relationships and honest marketing. He reveals insights on transitioning businesses, the drawbacks of traditional sales tactics, and mastering a niche skill for ultimate business growth. Learn how to cultivate deep professional connections and turn those into high-value opportunities while maintaining a generous leadership approach. Connect with us and explore how to live your best life, maximize income streams, and enjoy every step of your journey.Bio:Josh Elledge is U.S. Navy veteran who became a serial entrepreneur who builds the companies he needs most in the world. In 2014, He launched UpMyInfluence to help entrepreneurs like himself attract the perfect audiences and grow their authority and influence. However, while growing their better-than-PR agency, UpMyInfluence discovered that building 7-figure B2B Sales Systems for consultants and agencies (with zero paid advertising) is actually what they do better than anyone else on the planet.UMI was the natural outgrowth of his first startup, SavingsAngel.com which had grown to more than 50 employees and grossed more than $6 million in sales with zero paid ads. He did it all through building authority and serving audiences in the media.Josh is a frequent speaker at business and startup conferences including Social Media Marketing World and a Tony Robbins event for his Business Mastery grads. He’s a weekly consumer expert on Fox 35 Orlando and News 13, writes a syndicated column for nine newspapers (with total readership above 1.1 million readers), and regularly appears on more than 75 TV stations across the country. All told, Josh has appeared in the media more than 2500 times.Passionate about his family, physical fitness (an avid fitness geek and 5K to marathon runner), and breaking out of Escape Rooms, Josh now lives in Orlando with his wife and three children.Connect:https://upmyinfluence.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group (Pitch Decks)00:00 Introduction and Sacred Obligation00:24 Welcome Back, Investor!00:38 Maximizing Income Streams01:46 Josh's Journey: From Navy Journalist to Business Success02:56 The Power of Relationships in Business03:43 Building a Remarkable Business05:45 The Long Game: Media and Marketing06:36 From Serving to PR: The Birth of Up My Influence10:50 The Importance of Sales and Relationships13:47 Navigating Modern Marketing Challenges18:24 Balancing Product and Sales Focus19:36 The Whisper Network and High-Level Connections22:41 The Language of Leaders: Generosity and Authenticity26:35 When to Diversify Income Streams27:55 Mastering Your Niche28:50 Building Relationships with Influencers and Clients29:35 The Go-Giver Philosophy30:01 Criteria for Collaboration30:39 Podcasting for Business Growth31:26 Deepening Relationships in Business33:14 Navigating Business Challenges43:13 The Importance of Specialization47:52 Living Your Dream Life Now51:56 Connecting Through Podcasts
    Show more Show less
    53 mins
  • 121 - Honey I Bought an RV Park - Avery Robertson
    May 20 2025
    Building Wealth Through Hard Money Lending and Networking | Passive Income AdventuresIn this engaging episode of Passive Income Adventures, host Emma dives deep into the intricacies of hard money lending and the pivotal role of networking in wealth building. She is joined by Avery Robertson from Blackfoot, Idaho, who shares his journey from opening his first bank account to becoming a hard money lender. They discuss the importance of having a strong network, the structure and challenges of hard money lending, and the strategic approach to investment and risk management. Avery also details his exciting RV park project in Idaho, shedding light on business plans and the value of maintaining integrity and communication in business relationships. If you're interested in real estate, hard money lending, or simply looking to expand your network, this episode is packed with insights and advice to help you on your passive income journey.Bio:Avery Robertson is a hard money lender and commercial real estate investor based in East Idaho, where he lives with his wife of over 10 years and their three young boys. His professional journey began on horseback—as a cowboy—and evolved into a career rooted in finance and real estate.Avery earned a degree in agribusiness with a minor in beef production from BYU-Idaho. After graduation, he and his wife moved to Florida, where he worked for the largest cow-calf operation in the country. He later returned to Idaho to join Idaho AgCredit, where he originated and underwrote farm and ranch loans.A lifelong student of business and investing, Avery immersed himself in the teachings of Dave Ramsey, Robert Kiyosaki, and the BiggerPockets community. Despite years of analysis paralysis, he eventually found his niche in hard money lending and commercial real estate. Today, he owns and operates a hard money lending company in Idaho and has originated nearly $15 million in loans. His personal portfolio includes a commercial real estate syndication, a mobile home park, and an RV park.Avery’s driving motivation is to create financial freedom that allows him to spend more quality time with his wife and children while building a legacy of security and opportunity for his family.Connect:http://facebook.com/jrcapitalllchttps://www.linkedin.com/in/avery-robertson-7726a873Connect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group (Pitch Decks)00:00 Introduction and Personal Growth00:14 Welcome to Passive Income Adventures00:27 Defining Passive Income00:41 Guest Introduction: Avery Robertson00:54 The Role of RIAs in Real Estate Investing01:53 Avery's Investment Journey06:11 Discovering Hard Money Lending07:18 Leveraging HELOC for Investments11:56 Structuring Hard Money Loans14:37 Regional Differences in Hard Money Lending17:33 Challenges and Strategies in Private Lending21:01 Understanding Hard Money Loans23:30 Commercial vs. Residential Lending25:40 Managing Non-Performing Loans26:47 Ensuring Win-Win Situations in Lending27:13 Loan Extensions and Foreclosure Process30:13 Importance of Communication in Business30:51 Key Traits for Success32:02 Balancing Family and Business34:17 Generational Wealth and Integrity35:23 Tools and Resources for Success36:26 Networking and Real Estate Opportunities37:45 Structuring Loans and Borrower Education41:04 RV Park Investment Strategy45:21 The Power of Networking52:30 Conclusion and Contact Information
    Show more Show less
    54 mins
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
No reviews yet