BTM203: Financial Awareness, Accumulation, Independence and Relationships with Walli Miller

Walli Miller, financial coach, entrepreneur and today’s guest is passionate about all things money – including spending it. This wasn’t always the case – growing up Walli picked up traits from her environment that hindered her success with money early on. She became self aware of her relationship with money and bad money habits as she approached 6-figures at her 9 to 5 job. Doubt, shame and self sabotage began to creep in.

As Walli started to course correct, she submerged herself with knowledge from books, podcasts and other financial coaches. She started investing more and saving less. She started to foster an actual relationship with her money and take control of her life. Today she makes more money with her investments than at her 9 to 5 job and is on track to exit the rat race any moment from now.

Key Points From This Episode:

  • 5 Way to establish a better relationship with money
  • How to systematically achieve financial independence
  • The power behind affirmations and positive thinking
  • Wealth building 101

Links Mentioned in Today’s Episode:

Walli’s Website

Recommended Book:

The Simple Path To Wealth by J.L. Collins

Listen to this book for free!

Lifestyle Design App:

Personal Capital

Other Resources:

Investment Calculator’s

BTM Episode 202 on Financial Therapy

BTM202: Navigating the Emotions of Money with Bob Wheeler

Today is an amazing opportunity to review your money beliefs and preconceived notions. On this show Daray and today’s guest, Bob Wheeler, help conquer your money shame as an entrepreneur.

Bob Wheeler’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship.

Links Mentioned in Today’s Episode:

Bob’s Website

Recommended Book:

The Power of Focus by Jack Canfield

Listen to this book for free!

Lifestyle Design App:

Quickbooks Accounting

BTM201: For Profit Housing For Immigrants, Section 8 and Asylum Seekers with Dave Holman

When it comes to the world of real estate investing, there doesn’t have to be a difference between doing well and doing good. Enter Dave Holman, today’s guest, a man on a mission to use real estate to solve problems and improve communities.

More specifically, Daray and Dave discuss the use of real estate to help place new immigrants and asylum seekers in affordable housing – they discuss the advantages and disadvantages of opening your rental or home for sale to international immigrants settling on new soil. There’s a bit more money to be made but more importantly, there’s a “do good” component attached to each case. Whether tenant or buyer, you’re placing individuals that would otherwise have no access to housing and home ownership in each one of your units (sometimes even at a premium).

Key Points From This Episode:

  • How to increase your rental rate by working with Governmental housing programs
  • How to create more predictable income, even during a recession
  • The housing problem for refugees in America
  • The macroeconomic effects of the government continually printing money

Links Mentioned in Today’s Episode:

Dave’s Website

Recommended Book:

7 Habits of Highly Effective People Stephen Covey

Listen to this book for free!

Lifestyle Design App:

Field Measure App

Other Resources:

Office for Refugee Resettlement – Key State contacts

Get Paid to House Refugees

BTM200: Starting Your Own Investment Club With Friends

In this episode Antonio and Daray take a look into the inter-workings of an investment club started by friends for friends. If you and your friends have considered putting your resources together to invest in something profitable for passive income but haven’t yet figured out how to structure everything then this episode is for you.

Key Points From This Episode:

  • Antonio’s Club Intake Process
  • Operating Agreement considerations
  • The types of investment opportunities Antonio has pursued
  • Schedule, minutes and communication channels
  • Title, roles and responsibilities of each club member

Links Mentioned in Today’s Episode:

Wave Accounting

Kiva Lending

BTM199: Turo, Taxes and Tenants for Passive Income with Jeff Badu

On today’s show, Jeff Badu, real estate investor and entrepreneur joins us to discuss all things business and passive income.

After quitting an unfulfilling corporate job as a Big 4 accountant, Jeff started renting his personal car for $1,000 to aide in the growth of his upstart tax business. Through this process Jeff quickly realized the power of passive income and grew the car rental fleet to produce an automated 6-figure business before fully focusing on building out his tax business. His segue into real estate came as a desire for more passive income and to restore underserved communities.

Today this serial entrepreneur has acquired over 100 units of residential and commercial real estate and sits with Daray to discuss life as a former employee turned business owner.

Links Mentioned in Today’s Episode:

Jeff’s Website

Recommended Book:

Rich Dad, Poor Dad

Listen to this book for free!

Lifestyle Design App:

Robinhood