Episodios

  • 130 - The Unexpected Evolution of Our Software That Changed Everything - Litan Yahav

    130 - The Unexpected Evolution of Our Software That Changed Everything - Litan Yahav
    Jul 22 2025
    Revolutionizing Wealth Management with Visor: Insights from Israel to the U.S.In this episode of Passive Income Adventures, host Emma Powell sits down with Latan from Visor.co. Discover how Visor evolved from a simple tool to manage private investments into a sophisticated platform worth $18 billion in assets. Delve into the challenges and solutions of managing complex financial portfolios, and learn about the concept of a virtual family office. Emma and Latan also explore cultural differences in financial transparency, investing strategies, and the future of wealth management technology. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and practical tips for managing your diversified portfolio.Bio:As experienced entrepreneurs and investors, we have spent a lot of time managing money. We worked hard to realize numerous successful ventures, but since our first exit, we have had to manage the resulting assets on our own.We found ourselves buried under a mile-high pile of post-its, papers, spreadsheets and computer programs, spending countless hours trying to find, sort, organize and manage our diverse investment information.We were losing too much time dealing with piles of paper and spreadsheets, rather than looking for more crowd-sourced insights, real estate deals and private equity opportunities… We quickly realized we were not alone: there were many investors that were just like us.We all wanted to ditch the spreadsheets, but we needed a solution. So, we created Vyzer.We are so proud of what we’ve been able to accomplish at Vyzer so far. With a single platform, we’ve been able to help investors – like you – streamline how they control their wealth and plan their financial futures.Our sincere hope is that Vyzer gives you a more complete and detailed understanding of your investment portfolio, peace of mind in your investment decisions, and more timeConnect with Latan: https://visor.co Connect with Emma: https://InvestWithEmma.com https://PartnerWithRise.com/Emma https://Highrise.group00:00 Building the Ultimate Financial Management Tool00:28 Welcome to Passive Income Adventures00:43 Introducing Latanya Hav and Visor02:03 The Origins of Visor03:19 Challenges in Private Market Investments04:43 Managing Complex Financial Portfolios08:39 Diversification and Investment Strategies12:53 Accessing Private Market Opportunities14:37 The Role of Visor in Simplifying Investments15:19 Fund of Funds and Fee Structures21:02 Balancing Risk and Reward in Investments23:36 Streamlining Financial Management with Visor25:15 Managing Tax Season with Ease25:46 Leveraging AI for Investment Insights26:57 Key Features of Visor29:45 Challenges of Managing Passive Investments34:07 Cultural Differences in Financial Openness40:12 Understanding Family Offices45:56 Conclusion and Final Thoughts
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    48 m
  • 129 - From Scrubs to Riches_ The Doctor's Guide to Smart Real Estate Investing - Dennis Bethel

    129 - From Scrubs to Riches_ The Doctor's Guide to Smart Real Estate Investing - Dennis Bethel
    Jul 15 2025
    Deep Dive into Multifamily Real Estate Investing with Dennis Bethel | Passive Income AdventuresJoin us for an eye-opening episode of 'Passive Income Adventures' featuring Dennis Bethel, founder of Nest Egg Rx. In this episode, Emma and Dennis discuss the importance of due diligence in multifamily real estate investments, along with the nuances of investing in larger properties and syndications. Dennis shares his personal journey from emergency medicine physician to real estate investor, emphasizing the significance of market research, operator experience, and realistic financial projections. Whether you are an experienced investor or just getting started, this episode is packed with valuable insights for anyone looking to diversify their portfolio with multifamily properties.Bio:Dennis Bethel is a seasoned emergency medicine physician and accomplished real estate investor. With over 20 years of real estate investing experience primarily focused on multifamily acquisitions, market development and capital development, Dennis has established a remarkable track record in the multifamily sector. He has successfully raised $200 million in capital, facilitating the purchase of over $900 million in multifamily transactions.Known for his strategic insight and commitment to excellence, Dennis boasts a 100% profitable track record. He puts investors first through enhanced transparency, improved flexibility, and a lower fee model. He is currently the Founder and Managing Partner at NestEggRx and oversees their NestEggRx Investment Fund.Connect with Dennis Bethel:- Email: Dennis@NestEggRx.com- Website: https://NestEggRx.comConnect with Emma:- https://InvestWithEmma.com- https://PartnerWithRise.com/Emma- https://Highrise.group00:00 Introduction to Real Estate Investing00:34 Welcome and Guest Introduction00:41 Mock Interview Setup01:21 Dennis Bethel's Background01:46 Investment Strategies and Market Insights03:02 Challenges and Risks in Real Estate05:59 Importance of Due Diligence06:24 Doctors and Real Estate Investing12:14 Personal Stories and Motivations13:59 Transition to Multifamily Investments16:38 Navigating the Multifamily Market26:39 Investor Education and Transparency31:00 Evaluating Track Records in Real Estate Investments31:44 The Importance of Transparency and Learning from Mistakes33:36 Key Metrics Investors Should Know33:49 Choosing the Right Markets for Investment36:42 Understanding Financial Metrics in Pitch Decks44:05 The Role of Due Diligence in Real Estate45:42 Navigating Competitive Real Estate Markets46:54 Adapting Investment Strategies to Market Conditions49:27 The Importance of Diversification and Long-Term Planning54:38 Preparing for Future Investment Opportunities58:26 Connecting with Experts and Finding the Right Investment Options
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    1 h
  • 128 - How to Create Time Freedom Without Sacrificing Family Life - Alyssa Wolff

    128 - How to Create Time Freedom Without Sacrificing Family Life - Alyssa Wolff
    Jul 8 2025
    Mastering Time Management & Work-Life Balance: Tips for Busy Parents and Investors with Alyssa WolfWelcome back to another episode of Passive Income Adventures! In this episode, Emma Bostian talks with Alyssa Wolf from 'Unbusy' about mastering the art of time management and achieving work-life balance, especially for busy parents and aspiring investors. Alyssa shares her journey from a homeschooling mom of five to a work-life balance coach, offering valuable strategies to help you streamline your tasks, prioritize effectively, and align your goals with your lifestyle.Tune in to learn about the importance of connecting investments to your dreams, overcoming the fear of loss, and finding creative solutions to delegate tasks. Whether you're looking to improve your productivity, reduce stress, or make smarter investment decisions, this episode is packed with actionable advice to help you thrive.Bio:After having 5 kids in 10 years, Alyssa went looking for her next challenge and found online business. She is now a “take your time back” coach for other work-from-home moms who want to love their work-from-home lives again. She helps them spend more time cuddling their kids, less time cleaning up after them; get the workouts, journaling, and hobby time they need every single day; be able to deep work for hours (guilt-free) as they scale their business; and up their revenue, not their hours.Connect with Alyssa Wolf:Website: https://yourunbusylife.comLinkedIn: https://www.linkedin.com/in/alyssa-wolfe-unbusyPodcast: https://yourunbusylife.com/podcastConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group00:00 Connecting Investments to Dreams00:26 Welcome to Passive Income Adventures00:51 Introducing Alyssa Wolf: Work-Life Balance Coach01:33 Alyssa's Journey: From Homeschooling Mom to Online Business02:18 Managing a Large Family: Tips and Anecdotes04:19 Homeschooling Insights and Time Management10:43 Translating Parenting Skills to Business Success13:43 Balancing Family and Business: Practical Tips26:29 The Importance of Delegation and Scheduling32:57 Overcoming Fear in Investing33:35 Mindset and Identity in Investment35:48 Planning and Prioritizing for Real Estate Development37:27 Balancing Multiple Coaches and Strategies39:10 Navigating Financial Decisions and Relationships45:24 Homeschooling and Control in Parenting50:09 Letting Go and Delegation56:01 Future Goals and Financial Freedom01:02:33 Time Management and Personal Organization
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    1 h y 9 m
  • 127 - The Secret to Landing a Job You Know Nothing About! - Kevin Carter

    127 - The Secret to Landing a Job You Know Nothing About! - Kevin Carter
    Jul 1 2025
    Navigating Emerging Markets: Insights from Kevin T. Carter of EMQQ GlobalIn this engaging episode of 'Passive Income Adventures,' Emma Powell sits down with Kevin T. Carter, the Chief Investment Officer of EMQQ Global. From Kevin's early days influenced by indexing legend Dr. Burton Malkiel to pioneering direct indexing methods, the discussion delves into his journey and insights on value investing versus indexing, the future of emerging markets, and the transformative power of the India Stack. With a keen focus on the evolving opportunities in India and China, Kevin shares unique perspectives that challenge common misconceptions about investing in foreign markets. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights on navigating the complexities and potentials of global investments.Bio:Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel’s publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE.Connect with Kevin:Website: https://EMQQglobal.comLinkedIn: https://www.linkedin.com/in/kevin-t-carter-795b9010b/Connect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group00:00 Introduction and Personal Investment Philosophy00:20 Guest Introduction: Kevin T. Carter01:53 Kevin's Early Career and Index Fund Insights06:05 The Evolution of Value Investing07:26 Challenges and Strategies in Active vs. Passive Investing13:23 Private vs. Public Market Investments14:49 The Importance of Moats in Investing18:05 Emerging Markets and Index Funds29:09 China and India: Opportunities and Risks34:06 China's Market Dynamics and Political Tensions35:10 Human Rights and Ethical Investing in China40:34 India's Economic Growth and Investment Potential47:36 India's Digital Revolution: The India Stack56:09 Investment Strategies and Personal Finance01:00:42 Personal Reflections and Future Plans
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    1 h y 6 m
  • 126 - Mortgage-Free Mistakes - Chris Miles

    126 - Mortgage-Free Mistakes - Chris Miles
    Jun 24 2025
    Building a Passive Income Lifestyle with Chris Miles: Insights on Real Estate, Finance, and Overcoming FearIn this episode of Passive Income Adventures, Emma welcomes 'The Anti-Financial Advisor' Chris Miles to share his wisdom on finance, personal finance, and investing. Known for his journey from traditional financial advisor to passive income expert, Chris discusses the importance of being a wise steward of money, the advantages and risks of different types of passive investments, and how to handle the fear of financial loss. From managing rental properties to investing in raw land and oil and gas, Chris offers actionable insights for anyone looking to build a passive income lifestyle. Tune in for a deep dive into alternative investment strategies, the pitfalls of traditional financial advice, and the psychological resilience required to thrive in the world of finance.Bio:Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is aleading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, BiggerPockets, and has a proven reputation with his company, Money Ripples(https://moneyripples.com/) getting his clients fast, financial results. In fact, his personal clients have increased their cash flow by over $300 Million in the last 15 years!Connect with Chris Miles:https://moneyripples.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group00:00 Introduction and Welcome00:12 Chris Miles' Journey and Philosophy03:04 The Dave Ramsey Debate06:35 Real Estate and Financial Freedom17:53 The Importance of Networking and Authenticity28:01 Navigating Online Reviews and Authenticity28:34 The Importance of Grace and Expertise in Business29:17 The Value of Authenticity in Business32:54 Understanding Passive Income33:38 The Risks and Rewards of Passive Investing36:47 Real Estate vs. Public Markets44:54 Learning from Financial Losses53:58 Final Thoughts and Encouragement
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    56 m
  • 125 - Investing in Friends With Benefits - Stephanie Harris

    125 - Investing in Friends With Benefits - Stephanie Harris
    Jun 17 2025
    From Homemaker to Real Estate Investor: Building Passive Income with Stephanie HarrisJoin Emma on this inspiring episode as she sits down with her partner, Stephanie Harris, to discuss their journey into real estate investing. Stephanie, a mother of eight and a homeschooler, shares her unique path from focusing on her family to becoming a proactive real estate investor. They dive into various topics including the challenges of flipping homes, managing contractors, raising funds, and the importance of learning and adapting in the real estate market. Stephanie also highlights the significance of self-care and finding balance while handling multiple responsibilities. Whether you're an aspiring real estate investor or looking for tips on generating passive income, this episode is packed with valuable insights and personal anecdotes. Stay tuned to learn about the different strategies and skills essential for building a successful real estate portfolio.Bio:Stephanie Harris accidentally began her Real Estate investing journey in 2016. But once she had acquired her first property, she thought she had better learn what she should do, and thus began her education and her career. Over the last nine years she has learned many strategies including conventional buy and hold, flips, brrr’s, hard money lending, fundraising, and with Emma - she learned the process of multi-family syndication with a value add project. Currently, she looks for highest use scenarios for undervalued assets, and is willing to pivot to make deals work within this high interest, high price, and lower rent environment. She has purchased many projects from wholesalers, and really enjoys the process of renovation and figuring out the deal. Over the next few years, she is planning to gradually pivot to more passive projects where she can mainly invest and consult. She is married and a homeschooling mother of 8, and now grandmother to 8. If you are looking to sell a property in the Eastern Idaho area as a wholesaler, are looking for a partner to help with acquisition and management of syndication in a multi-family project, or are looking to fill a capital stack, email her at stharrisbuysproperties@gmail.com to schedule a time to discuss. Connect:stharrisbuysproperties@gmail.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group (Pitch Decks)00:00 Introduction and Personal Philosophy00:14 Welcome and Guest Introduction00:48 First Meeting and Partnership Formation01:37 Stephanie's Real Estate Journey04:24 Challenges and Learning in Real Estate11:31 Contractor Management and Payment Strategies18:14 Importance of Paperwork and Systems23:24 Diversification and Hard Money Lending30:14 Future Goals and Passive Income30:46 Challenges in Real Estate Investments31:34 Exploring Multifamily and Commercial Properties32:48 Planning for Retirement and Financial Security35:16 The Importance of Passive Income36:24 Balancing Family and Business43:26 Self-Care and Health Priorities54:01 Final Thoughts and Contact Information
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    57 m
  • 124 - How to Turn Rugby Wisdom into Financial Success Without Breaking a Sweat - Mark Bullock

    124 - How to Turn Rugby Wisdom into Financial Success Without Breaking a Sweat - Mark Bullock
    Jun 10 2025
    From High School Coach to Personal Finance Mentor: Insights from Mark Bullock | Passive Income AdventuresJoin Emma in this episode of Passive Income Adventures as she sits down with Mark Bullock, a personal finance coach and former high school science teacher, who shares his journey of transitioning from coaching and teaching to helping individuals achieve financial independence. Mark discusses his career, the lessons he's learned from mentoring students, and his passion for educating people about financial planning. They explore the importance of taking risks, being open to change, and how to efficiently manage finances for long-term success. This episode is brimming with insights on how to leverage your skills and knowledge to create a financially secure future, whether you're starting out or looking to retire comfortably.Bio:Mark Bullock is a seasoned rugby coach and administrator with over 35 years dedicated to promoting and expanding the sport in the United States. A 1970 graduate of Calaveras High School, Bullock has been instrumental in developing rugby programs and fostering talent nationwide. As Director of Rugby for the Glendale Raptors, he managed both professional and amateur aspects of the club, including the establishment of the Raptors Rugby Academy, which trains athletes from across the country. Bullock’s commitment to the sport continues through his leadership in initiatives aimed at nurturing domestic talent and advancing rugby’s presence in the U.S.Renowned for his strategic acumen and leadership in the world of sports. With years of experience on the field, Mark has transitioned his expertise into the financial sector, helping individuals achieve success by applying principles learned from rugby. Passionate and insightful, he continues to inspire with his unique perspectives on achieving greatness in both sports and financial endeavors.Connect:mbullockster@gmail.com3036394710Connect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group (Pitch Decks)00:00 Introduction and Welcoming the Guest01:06 Reconnecting Through Rugby03:07 Teaching and Coaching Philosophy06:15 Innovative Educational Approaches11:04 Starting Rugby Programs16:27 Transition to Financial Planning27:21 The Importance of Saving and Investing28:01 Understanding Interest Rates and Compounding28:46 The Value of Financial Education30:19 Managing Debt and Financial Independence31:12 Planning for Retirement31:43 The Role of Life Insurance32:57 The Basics of Investing37:30 Identifying Ideal Clients41:45 The Power of Networking and Community51:26 Final Thoughts and Contact Information
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    54 m
  • 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 h y 15 m