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Real Wealth Real Health

Business & Economics Podcasts

Get empowered with insights, expert tips, and strategies to help you build a healthy financial foundation so you can live for today while planning for the future. Brought to you by Alpha Investing, a real-estate private capital network providing exclusive investment opportunities to its members.

Get empowered with insights, expert tips, and strategies to help you build a healthy financial foundation so you can live for today while planning for the future. Brought to you by Alpha Investing, a real-estate private capital network providing exclusive investment opportunities to its members.

Location:

United States

Description:

Get empowered with insights, expert tips, and strategies to help you build a healthy financial foundation so you can live for today while planning for the future. Brought to you by Alpha Investing, a real-estate private capital network providing exclusive investment opportunities to its members.

Language:

English


Episodes

A Top Multifamily Investor’s Response to COVID & Pricey Markets

11/20/2020
How a commercial real estate professional took it upon himself to build, and run, a firm driven by his personal values, and how this approach benefits residents, partners, and investors. In this week’s episode of Real Wealth Real Health, we are excited to welcome Eddie Ring of New Standard Equities, one of Alpha Investing’s first Sponsor-Partners. Eddie began his Commercial Real Estate career working for a large institutional sponsor but found that his strong personal values were often at...

Duration:00:48:40

How Financial Planning Enables Your Ideal Lifestyle

11/3/2020
Today on Real Wealth, Real Health, we invite Jody Robinson, licensed financial advisor, wealth manager, financial planner and Partner at Kingsview Partners. Jody’s story is one of resilience, determination and never giving up on herself, even when she didn’t know what was coming next. Jody started her career in education, pivoted into tech, and finally found her calling in the financial services industry. Before starting her own firm in 2010, Jody worked hard and kept her focus on...

Duration:00:42:26

Building Wealth Like Your Own Family Office

10/23/2020
In this week’s episode of Real Wealth, Real Health, we turn our attention back to the world of Commercial Real Estate Investing with our guest, Brian Adams, President & Founder of Excelsior Capital. Brian started his career in litigation, then transitioned to becoming an established operator of office assets in the US after identifying the vast opportunities in commercial real estate investing. Brian has developed his own unique investment philosophy, and speaks about his approach to...

Duration:00:52:30

Entrepreneurial Success By Design

10/7/2020
In this week’s episode of Real Wealth, Real Health, we renew our focus on entrepreneurship, with our guest, Jon Lehman, who serves as Faculty Director of Executive Education at Vanderbilt Owen Graduate School of Management. Jon is an accomplished serial entrepreneur with a clear passion for business and a vast wealth of knowledge to draw upon when answering our most pressing questions on the subjects of entrepreneurship, business development, and the evaluation of a nascent business idea....

Duration:00:37:47

Building Wealth, One Emergency Room At a Time

9/24/2020
For our latest episode of Real Wealth Real Health, we welcome Harvey Castro, President & Co-Founder of Trusted Medical. Harvey came from humble beginnings and has earned his success through his impressive work ethic and uncanny aptitude for entrepreneurship. We discuss Harvey’s distinguished career, including his initial interest in medicine, and the creative entrepreneurial solutions he found for affording the steep expenses of Medical School. Harvey’s story is marked by integrity, hard...

Duration:00:41:52

The Art of Building a Billion Dollar Network

9/11/2020
In today’s episode of Real Wealth Real Health, our guest is Jeff Scheinrock, Assistant Dean at UCLA Anderson School of Management. Having started his career as a CPA at a major accounting firm, Jeff’s intelligence, instincts, and integrity coalesced to create an ‘x’ factor of well-timed opportunities that enabled him to find success in a plethora of professional pursuits. Jeff has a storied and accomplished career as an entrepreneur, investor, fundraiser, and negotiator, having founded his...

Duration:00:55:42

How Macroeconomic Trends Impact Investor Returns

8/25/2020
In this week’s episode of Real Wealth Real Health, we welcome Mo Bina, Founder & Managing Principal of High-Rise Capital. As a unique complement to his academic background in Civil Engineering, Mo has been an attentive observer of financial markets and macroeconomic trends. He translated his own passion for financial self-empowerment to founding his own family business, focused on helping others take control of and transform their financial futures through passive investing. In addition to...

Duration:01:01:07

From Dermatology to Women’s Financial Empowerment – How One Woman Decided to Have It All

8/6/2020
In today’s episode of Real Wealth Real Health, our guest is Bonnie Koo, CEO & founder of Wealthy Mom MD. After working for Morgan Stanley, Bonnie decided to attend medical school to become a dermatologist. During this time, she never lost her passion for finances and money management, often finding herself the go-to person in her network. As her financial foundations became more stable while practicing medicine, she further developed her knowledge base around financial planning, which led...

Duration:00:50:42

Winning in Insurance by Prioritizing Customer Value Over Commissions

7/20/2020
In today’s episode of Real Wealth Real Health, our guest is Jennifer Burnham Grubbs, founder of CoFactor & CFO at Quantum Insurance Services. Jennifer’s early career in life insurance gave her a clear, unfiltered look at how firms operate, and the misalignment of values & incentives that have led to the commonly held negative stereotypes associated with the Insurance industry. Determined to make a change, she excelled as a broker with her value-driven philosophy and later founded her own...

Duration:01:00:02

How Affordable Housing Development Meaningfully Impacts Under-Served Communities

7/2/2020
In this week’s episode of Real Wealth, Real Health, we speak with Monique Lawshe, Executive Vice President of GHC Housing Partners, one of the nation’s premier affordable housing owners and operators. GHC has developed, owned, and operated more than 30,000 units in 27 states with a value exceeding $2.5 billion. Ms. Lawshe also serves as a Board Member for Alpha Investing. Ms. Lawshe takes us through her inspirational journey to becoming an established real estate and non-profit executive...

Duration:01:12:49

How to Build a Market Leading Real Estate Company with Integrity and Resilience

6/22/2020
In today’s episode of Real Wealth Real Health, our guest is Dave Wehrly, co-founder of Wedgewood Enterprises. Dave’s journey is one we know many entrepreneurs will relate to and this episode showcases the inspirational and motivating story of Wedgewood founded in 1983 by Dave, along with his business partner Greg Geyser. They both started with nothing and have grown Wedgewood to be a multibillion-dollar market leader. Wedgewood is a vertically integrated real estate company that operates...

Duration:00:48:41

An Institutional Perspective on Real Estate Investing, Crowdfunding & Financial Crises

6/16/2020
In this episode of Real Wealth Real Health, we take a look at the path that the crowdfunding real estate industry has taken since it was introduced via the JOBS Act in 2012. Join AdaPia and Daniel in speaking with Craig Ramsey, a senior executive with deep experience in real estate capital markets. He’s overseen more than $40B in private direct transactions, completed across asset sales, mortgage financing, joint ventures, and fund formation products in institutional markets, globally....

Duration:01:02:18

Assessing the Likely Future of the Hospitality Real Estate Sector

6/7/2020
In this episode of Real Wealth Real Health, we turn our focus to the hospitality sector of real estate, and what its recovery may look like. Join AdaPia and Daniel in speaking with Jeff Finn, co-founder of Artist Guild Hotels. Jeff has overseen major hospitality sector investments for more than a decade. We talk about his current transaction in Hollywood, which is in an opportunity zone area, how they connected with Midnight Mission in Los Angeles, and the charitable underpinning to every...

Duration:00:50:29

Embracing Risk and Taking Advantage of Opportunity to Achieve Financial Freedom

5/25/2020
In this episode of Real Wealth Real Health, AdaPia and Daniel speak with a young entrepreneurial real estate investor who’s had his fair share of ups and downs while diving head-long into real estate investing. Reed Goossens began his investing career with a small-market single-family asset, and now manages a $100M+ portfolio of multifamily assets. We talk to Reed about the decision making and thought process behind his foray into real estate entrepreneurship that has led to his success in a...

Duration:00:53:30

Boosting the Immune System with a Holistic Health Approach

5/14/2020
Today we turn our attention to the topic of health, and specifically holistic health and the immune system with Dr. Gabriel Cousens - a multifaceted physician, humanitarian, and spiritual healer. He is the founder and director of the Tree of Life Foundation and Tree of Life Center US. Dr. Cousens speaks about the importance of a holistic approach to health, how to strengthen the immune system and the role of passion and purpose in achieving personal and professional goals. We also learn...

Duration:01:04:45

How Lenders Think About Commercial Real Estate in the Pandemic

4/29/2020
Todd Friedenberg of Q10 Vista Commercial Mortgage Group shares what he is seeing in the commercial real estate space as a national lender. He shares his thoughts on where the retail, hotel, and multifamily industries are headed as lenders try to adapt and face a new normal. Key Insights: When commercial real estate is closed and many tenants are unable to pay their rent, this puts an extreme strain on real estate owners, who have started to ask lenders for some form of relief.It’s unlikely...

Duration:00:43:35

Success in Senior Housing is Built on Culture

4/20/2020
Kevin Kaseff, Co-founder and Managing Partner of Titan Real Estate Investment Group, shares insight into the senior housing asset class and how this will be a booming sector for years to come as more people cross over the 65 age mark. With over 50% of senior housing communities run by mom and pop owners, which often tend to be poorly managed, he’s identified opportunities for bringing these assets up to institutional standards, while raising the quality of care for the seniors who live...

Duration:00:38:26

Achieving Financial Independence and Avoiding Lifestyle Creep

4/14/2020
Ryan Sterling of Future You Wealth shares how investors can get on the path toward building long-term wealth by focusing on acquiring appreciating assets, even in times of market volatility. In today’s fast-paced consumer world, it’s easy to become a six-figure earner living paycheck to paycheck. It’s more important than ever to be intentional about how you create wealth, what you value, and to what you aspire by understanding your mindset and motivations. Ryan will share how a HENRY (High...

Duration:01:03:32

How to Think About Investing During Times of Crisis & Volatility

4/1/2020
Alex Libin of Mercer Street Partners describes what investors can expect during these unprecedented times. Despite times of uncertainty, Alex is optimistic about finding realistic and promising deal flow. He shares his thoughts on both the short/medium/long-term economic impact of the Coronavirus on real estate investments, markets and asset classes in this week’s episode. Key Insights: How does an investment strategy at a REIT differ from that of private investing?How should investors...

Duration:00:41:39

Four Ways Investors can Protect Themselves in Real Estate Crowdfunding

3/18/2020
Mark Roderick is a corporate and securities lawyer that has spent the last eight years in the crowdfunding space. He strives to educate investors on the risks and benefits of crowdfunding. Mark shares his experiences and predictions about what new regulations will be coming up during a market downturn, offers words of wisdom about working with middlemen, and talks about how investors can safely participate in real estate crowdfunding. Key Insights: What was life like before crowdfunding?...

Duration:00:59:09