Episodes

  • 123 - How to Turn Your Financial Advisor into a Financial Partner - Alan Franks

    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
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    1 hr and 15 mins
  • 122 - Networking Warning Signs - Josh Elledge

    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
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    53 mins
  • 121 - Honey I Bought an RV Park - Avery Robertson

    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
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    54 mins
  • 120 - Diversification? Woodn't You Want to Know! - John Brenard

    120 - Diversification? Woodn't You Want to Know! - John Brenard
    May 13 2025
    Exploring Timberland Investment: Diversification and Sustainable Returns | Passive Income AdventuresWelcome back, investors! In this episode of Passive Income Adventures, host Emma Powell dives into the fascinating world of Timberland investing with guest John Bernard. They explore how Timberland has offered returns comparable to the S&P 500 with half the risk, making it an attractive, low-volatility addition to any diversified portfolio. John discusses Southview Timberland Investments and its strategies for helping accredited investors and family offices access this niche asset class. They break down what you need to know about Timberland management, harvesting cycles, and additional income streams such as hunting leases and carbon credits. Whether you're looking for a stable investment or new ways to diversify, this episode is filled with valuable insights. Tune in to learn how you can balance your portfolio with sustainable, long-term investments.Bio:John Brenard is an accomplished investment professional and entrepreneur with a track record of scaling successful businesses. As the Managing Director & Founder of Southview Timberland Investments, he has positioned Southview as a premier investment manager focused on alternative real assets specializing in timberland. His mission is to expand access to timberland investing for registered investment advisors, family offices, and accredited high-net-worth investors, offering them the same wealth-building opportunities that have benefited institutional investors for decades.John’s background includes over 15 years in financial markets, private investments, and alternative assets. He began his career in wealth management, where he scaled a private wealth business from $0 to over $100 million in assets under management, earning the trust of high-net-worth clients. His leadership extends beyond finance, he played a key role in growing and scaling a startup to a $160 million acquisition by a public company.Today, John leads Southview Timberland Investments, a firm specializing in acquiring and managing timberland assets across the Southeast U.S., using a rigorous selection process and hands-on operational expertise to maximize returns. The Southview Timberland Fund offers investors a unique combination of inflation protection, diversification, steady income, and long-term capital appreciation. John is also a member of the Georgia Forestry Association and holds multiple professional investment credentials.Connect:https://www.southviewtimber.com/info@southviewtimber.com(912) 497-5637Connect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.grpu (Pitch Decks)00:00 Introduction to Timberland Investing00:28 Guest Introduction: John Bernard01:35 Understanding Timberland as an Asset Class02:36 Investment Strategies and Considerations07:06 Public vs. Private Market Investments15:09 John Bernard's Career Journey20:33 Transition to Entrepreneurship25:50 Lessons Learned in Wealth Management27:08 The Journey into Timberland Investment29:27 Understanding Timberland as an Asset30:36 Clientele and Investment Opportunities35:39 Sustainable and Ethical Timberland Practices44:11 Additional Income Streams from Timberland47:42 The Importance of Networking in Timberland Investment51:36 Conclusion and Contact Information
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    53 mins
  • 119 - Why Your Side Hustle is More Like a Side Nap—Wake It Up! - Joshua Monge

    119 - Why Your Side Hustle is More Like a Side Nap—Wake It Up! - Joshua Monge
    May 6 2025
    Mastering Business Operations and Achieving Work-Life Balance | Passive Income Adventures with Joshua MongeWelcome back, investors! In this episode of Passive Income Adventures, Emma and her guest Joshua Monge, a fractional COO, dive into the intricacies of business operations, entrepreneurship, and lifestyle design. They discuss the importance of effective leadership, clear processes, and strategic growth to create a successful business. Joshua shares his journey from running a struggling business to building successful ventures by focusing on key principles such as documenting processes, hiring the right talent, and maintaining accountability. Whether you're an aspiring entrepreneur or a seasoned business owner, this episode offers valuable insights on optimizing your business for efficiency and growth while achieving a healthy work-life balance. Don't miss out!Bio:Joshua Monge brings over two decades of versatile leadership experience across industries including Food & Beverage, Finance, Manufacturing, Marketing, and Economic Development. A dynamic Fractional COO, Joshua specializes in guiding businesses with revenues ranging from $500K to $5M towards operational excellence and scalable growth.As a Fractional COO, Joshua has become a trusted partner for businesses aiming to streamline their operations and optimize processes. His expertise encompasses Business Operations Audits, Process Mapping, EOS Integration, and crafting scalable workflows tailored to diverse industries, from SaaS startups to creative design firms.Previously, Joshua made significant strides in economic development as the Director of Economic Development for the Eugene Area Chamber of Commerce. Under his leadership, over $3 million in economic activity was generated, 600 new jobs were created, and 80 jobs were preserved through targeted initiatives. His entrepreneurial acumen also shines in his ability to build a six-figure business in under two years by leveraging his mastery of process documentation and workflow standardization.Joshua’s operational leadership is underscored by his knack for simplifying complexities, mentoring CEOs to reclaim their time, and driving sustainable growth. A thought leader in the Fractional Executive space, he has contributed to cutting-edge discussions on operational strategy and efficiency.Outside his professional pursuits, Joshua is a passionate advocate for community development and enjoys exploring permaculture gardening, culinary arts, and meaningful time with family and friends. With a Bachelor of Arts in Economics, Joshua combines analytical rigor with a visionary approach to help businesses and communities thrive.Connect:https://www.linkedin.com/in/mrjdmongehttp://thinkadaptbuild.comhttps://calendly.com/thinkadaptbuild/30minConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group (Pitch Decks)00:00 Introduction to Passive Income Ventures00:19 Our Journey to Financial Independence01:08 Meet Joshua Monge: Fractional COO02:40 Challenges of Founder-Managed Businesses04:26 Joshua's Background and Work Ethic06:14 Lessons from Running a Business07:39 Building a Successful Fractional Practice14:31 Defining Success in Entrepreneurship15:39 Balancing Work and Lifestyle18:12 Key Steps to Business Success33:45 Balancing Risk and Preparedness34:15 Entrepreneurship: Testing and Validation35:53 Corporate vs. Startup Mindset37:01 The Journey of an Entrepreneur39:21 The Importance of Operations45:37 Accountability and Documentation51:00 Hiring and Scaling55:19 Balancing Growth and Stability01:02:46 Final Thoughts and Contact Information
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    1 hr and 6 mins
  • 118 - How to Achieve Financial Freedom Without Working Decades in a 9-to-5 - Adiel Gorel

    118 - How to Achieve Financial Freedom Without Working Decades in a 9-to-5 - Adiel Gorel
    Apr 29 2025
    The Magic of 30-Year Fixed Loans and Building Real Wealth | Passive Income AdventuresWelcome back, investors! In this compelling episode of Passive Income Adventures, host Emma welcomes Adiel Gore from the San Francisco Bay Area to discuss the transformative power of real estate investment, particularly focusing on the 30-year fixed-rate loan. Adiel shares his journey from a young IT professional at HP Labs to an astute real estate investor helping others achieve financial freedom. Together, they explore the advantages of using 30-year fixed loans, the benefits of owning single-family homes, and how inflation can be an investor's best friend. Whether you're new to real estate or a seasoned investor, this episode is packed with invaluable insights on building a sustainable and passive income-driven lifestyle. Don't miss out!Bio:Since 1987 Adiel continues teaching tens of thousands of investors, including hundreds of physicians, nurses and other medical professionals, on how to secure a strong financial future for themselves and their families, whether for college, legacy wealth growth or retirement. Adiel's mission is to provide the path to freedom and financial security to his investors. He is currently focused on continuing to educate and empower Boomer and Gen X investors, while also looking to his legacy, with his desire to assist new generations of investors (Millennials and Gen Z) to experience the financial freedom from ICG's 40 year investment program.Adiel Gorel is one of the leading experts on Real Estate and Real Estate Investment in the United States, and around the world. A master entertaining storyteller and Thought Leader, he is the founder and CEO of ICG (International Capital Group) Real Estate Investments, a renowned real estate investment firm founded in the San Francisco Bay Area. He has educated and worked with thousands of employees. He is the author of 5 books, including his Amazon Bestseller, "Remote Control Retirement Riches”. As an experienced speaker Adiel has lectured or conducted seminars all over the world, including at Stanford, Cisco, Meta, Intel, Microsoft, Berkeley, Amazon, and many others. He has also been featured on Fox Business, ABC, NBC, Fortune, Entrepreneur Magazine, and is regularly featured in local San Francisco Bay Area and Los Angeles Area media. Adiel even has his own Public Television real estate show (Remote Control Retirement Riches), which is still airing in its 5th year. His dynamic and entertaining on-stage presence led him to be featured on TedX in 2023 (https://youtu.be/wxtJLO4aK5I?si=7ol7sddHYMkiyuls) and has been viewed more than 1 Million times. Connect:https://icgre.cominfo@icgre.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group00:00 Introduction to the Power of Ownership00:27 Guest Introduction: Addie l Gore00:35 The Importance of Networking and Real-Life Advice01:36 Addie's Journey in Silicon Valley03:07 Real Estate Investment Beginnings04:17 Discovering Las Vegas as an Investment Opportunity05:22 Building an Empire in Las Vegas11:28 The Power of the 30-Year Fixed Rate Loan22:06 The Benefits of Single Family Homes24:10 Managing and Maintaining Rental Properties29:19 Investment Strategies and Market Insights39:22 Understanding Historical Interest Rates39:40 Media Influence on Real Estate Market39:56 Supply and Demand Dynamics40:32 Investor-Friendly Market Conditions41:28 Refinancing Criteria and Strategies42:44 Cash Flow Misconceptions43:58 Long-Term Investment Strategies44:59 Challenges and Solutions in Real Estate Investing46:04 Demographic Shifts and Future Predictions01:02:38 Renting vs. Buying: A Logical Approach01:06:32 Creative Financing and Investment Strategies01:08:58 Balancing Life and Real Estate Investments01:13:44 Final Thoughts and Resources
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    1 hr and 18 mins
  • 117 - Oil and Gas Technically - Keshav Kolur

    117 - Oil and Gas Technically - Keshav Kolur
    Apr 22 2025
    Maximizing Your Investments: Diversification, Tax Benefits, and Beyond | Passive Income AdventuresWelcome back, investors! In this episode of Passive Income Adventures, host Emma dives deep into the world of diversification with guest Keshav Kaur from Vester. They discuss the importance of spreading investments across various asset classes, including real estate, private equity, private debt, and even oil and gas, to build generational wealth and secure passive income. Keshav shares his journey from a tech professional investing in syndications to managing a diverse fund, highlighting key strategies and tax benefits along the way. They also explore the unique challenges and opportunities of investing in oil and gas and the importance of aligning with experienced partners. Whether you're new to investing or looking to expand your portfolio, this episode is packed with insights on creating a financial future that allows you to live the life you want. Don't miss it!Bio:Keshav is a full time real estate investor and the principal and founder of Clive Capital, a private equity firm based out of New York City. Since founding Clive Capital, Keshav has helped investors allocate capital to four properties with a combined asset value of more than $40M with a projected growth to $178M over the next 5 years. That portfolio spans 300 apartments under renovation and500+ homes under construction across 3 markets.In addition to his experience as an investor, Keshav is also the host of the Investing for Generational Wealth Podcast which helps investors understand the many opportunities available through alternative investments outside of traditional stocks and bonds, including commercial real estate, energy, private lending, and investing in businesses.Previous to founding Clive Capital, Keshav was a software engineerworking at top tech companies like Amazon and Facebook.Connect:https://clivecap.comhttps://www.youtube.com/@KeshavKolur-CliveCapitalhttps://www.facebook.com/groups/investingforgenerationalwealthConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group00:00 Introduction to Passive Income Adventures00:21 Diversification Strategies in Investment01:33 Guest Introduction: Keisha Kaur01:58 Keisha's Fund and Investment Approach03:29 Challenges and Benefits of Diversified Investments05:57 Keisha's Investment Journey14:56 Due Diligence and Identifying Experts20:03 Comparing Private Equity to Public Markets26:00 The Importance of Networking and Teamwork29:06 Discovering Syndication and Cashflow29:27 Embracing the Role of Capital Raiser30:41 Balancing Business and Day Job33:08 Tax Strategies for Real Estate Professionals35:57 Exploring Oil and Gas Investments40:41 Diversification and Cashflow46:06 Connecting with Experts and Opportunities53:44 Conclusion and Final Thoughts
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    55 mins
  • 116 - Crafting Customized Portfolios and Conquering Complexity - Sanjay Vora

    116 - Crafting Customized Portfolios and Conquering Complexity - Sanjay Vora
    Apr 15 2025
    Building a Tech-Driven Fund Platform with Sanjay Vora of InvestorWelcome back to Passive Income Adventures! In this episode, we dive into the journey of Sanjay Vora, CEO and co-founder of Investor, a customizable fund platform used by Rise Capital. Sanjay shares his background in tech and his transition from a corporate career at Intel to founding Investor. He discusses the challenges and learning experiences in the world of passive investments and the creation of a platform aimed at simplifying investment in alternatives and real estate. Sanjay also provides valuable insights on managing a startup, understanding due diligence, and ensuring diversification within investment portfolios. This episode is packed with practical advice for fund managers and investors alike. Don't forget to check out investor.com for more information.Bio:Sanjay is a seasoned executive, fund manager and passive investor. As part of Avestor, he has advised and launched over 200 private funds on business strategy, legal, compliance, fund administration, accounting and tax. Additionally, Sanjay runs Avestor's Ariel Fund. As a passive investor, he has invested in hundreds of deals with his own capital and has a deep understanding of due diligence and underwriting.Prior to his investment career, Sanjay served as a Vice President at Intel leading product planning and strategic planning for its $40 billion PC business. Sanjay holds an MBA from Carnegie Mellon and a bachelor’s in engineering.Sanjay's two passions are spending time with his family and traveling the world, which has taken him to more than 30 countries on four continents so far!Connect:https://www.linkedin.com/in/sanjayvorahttp://www.avestorinc.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group (Pitch decks)00:00 Introduction to Passive Income Adventures01:10 Meet Sanjay Vora: Journey from Corporate to Startup02:52 The Birth of Investor: From Idea to Execution03:46 Understanding Crowdfunding and Private Equity05:24 The Importance of Due Diligence in Investments08:42 Building a Customizable Fund Platform13:12 Challenges and Lessons in Startup Life18:56 Balancing Risk and Diversification in Investments32:09 Handling Customer Feedback and Product Improvement35:52 Navigating Investor Challenges36:37 Doubling Down in Tough Times38:33 Understanding Customer Feedback40:54 The Value of Charging for Services43:46 Building Trust with Investors46:36 Effective Capital Raising Strategies48:16 Learning from Investor Feedback54:30 The Importance of Visual Cues57:55 Community and Future Plans01:06:35 Connecting with Ivester
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    1 hr and 8 mins
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