Money School Podcast Chris Naugle

Most Americans put their money into retirement accounts and believe it will be enough when they need it. They don’t engage with it and it starts to feel a lot like Monopoly money.
 
You’re handing your wealth over to a system you don’t know, like or understand. You trust advisors, rely on hope, and never get your cash to truly work for you.
 
It’s America’s $40 trillion problem.
 
The system is designed to feed off the cash that’s sitting in these retirement accounts. An out of sight, out of mind approach doesn’t work for your wealth - it robs you of opportunity and leaves you with regret.
 
Damion Lupo identified this problem and is revolutionizing retirement as we know it. Ultimately, wealth is created when you solve the problems of the 99%. How did his business journey begin at 11? What did he learn from being $5 million in debt? Why is chasing impact the fastest path to cash?
 
In this episode, the financial mentor, podcast host, best selling author, and founder of EQRP, shares how he’s fixing retirement and revolutionizing construction.
 
Most people put money into their retirement accounts and just hope it will be enough when they’re 65 years old. -Damion Lupo
 
Three Things You’ll Learn In This Episode 
 
-Pressure creates purpose 
All successes are built on failures. What did Damion learn from losing $20 million and ending up $5 million in debt? How did he turn a low point into a point of transformation?
 
-Don’t park your money, engage with it 
Not having control over your retirement isn’t the only problem people have. They also don’t know what to do with the money once they have that control. How is Damion solving this problem?
 
-Focus on impact and the money takes care of itself
True wealth and purpose is created by solving huge problems. How did Damion Lupo end up in an opportunity that benefits consumers, the real estate industry and even the environment?
 
Guest Bio:
Damion Lupo is an entrepreneur, financial mentor, podcast host, best selling author in personal finance, and founder of EQRP, a business rewriting the rules and plan for retirement. He also owns Frametec, a company that’s revolutionizing the construction world. For more information, go to https://damionlupo.com/, https://eqrp.com/ & his other company is bad ass https://www.frametec.com/. 
 

With everything going on in the country, countless businesses and entrepreneurs are struggling to stay afloat. There are many business-saving government initiatives that can provide financial support, but many people remain unaware of them..
 
We know there are government programs offering loans and aid, but we're left in the dark about how to access them.
 
Where do we begin when it comes to tapping into these funds? What do we need to be eligible to claim these funds?
 
In this episode, founder/principal of The Chandler Group, Josh Zieglowsky joins me to talk about the different government programs that we can access to claim funds, how easy it is to do so and why we should take advantage of these opportunities.
 
You regret the things you don’t do, you don’t regret the things you try. -Josh Zieglowsky

Three Things You’ll Learn In This Episode 
 
-Government funds: keep this in mind
What’s the catch when it comes to claiming government funds and loans?
 
-You give, you get
Does the universal law hold true, asserting that as we give, so too do we receive?
 
-The importance of taking action
Why shouldn’t we wait to take action with certain things and strike while the iron is hot?
 
Guest Bio:
 
Josh Zieglowksy is the Founder/Principal of The Chandler Group, LLC, boasting expertise in Real Estate, encompassing both Residential and Commercial sectors for over 17 years. He has achieved remarkable success in overseeing multimillion-dollar projects from their inception to completion. The cornerstone of his approach lies in fostering close collaboration between The Chandler Group team and clients to devise tailored programs that effectively address their real estate requirements.
 
Josh has been an entrepreneur for almost 20 years. His primary focus is investing in residential and commercial real estate. Josh’s key expertise includes asset and portfolio management, broker relations, investor and client relations, banking relations, economic and demographic trends, market analysis, due diligence oversight, financing oversight, acquisition and disposition strategies, transaction oversight and business development.
 
When Josh isn’t working, he’s spending time with his wife of 21 years, Taryn, and his four children. Josh grew up in Morgan, UT where he was a multi-sport athlete but his love was in basketball. Now, years later, he gives back by coaching local students to succeed both in sports and in life.
 
Visit https://www.selfemployedcredits.com/?ref=christopher28 
Find Josh on LinkedIn @Josh Zieglowsky

Investors who own huge multi-family units and complexes swear by cost segregation studies, but what if you own smaller single family units?
 
Well, the same tax eliminating strategy and ability to capture the time value of money is available to you. Cost segregation continues to be a heavily misunderstood strategy, some people think it’s a scam and many don’t realize it can apply to their smaller investments. Ultimately, cost segregation gives us the ability to use our dollars at their highest value and that's key for investors.
 
Who does the strategy apply to and how can you use it? What’s the ultimate benefit of a cost segregation study?
 
In this episode, I’m joined by the founder of USTAGI, Joseph Viery. He shares how to add this strategy to your wealth building arsenal.
 
This gives you the time value of money. You want this big deduction today because the dollar today is worth a hell of a lot more than a dollar in 27.5 years. -Joseph Viery 

Three Things You’ll Learn In This Episode 
 
-Claw back your money
Can we use a cost segregation study to reclaim past tax benefits?
 
-The power of acceleration
Some would argue that there’s no need to recapture money you’ll get back anyway, but why is the time value of money so important to investors?
 
-Make your money work for you
What’s the first step if you’re thinking of doing a cost segregation on your properties?
 
Guest Bio
 
USTAGI was founded by Joseph Viery with the goal of providing quality cost segregation studies. As a Cost Segregation Professional, CSP, he has helped property owners defer or eliminate millions of dollars in income taxes by leveraging IRS compliant cost segregation studies. Since becoming a CSP in 2007, Joseph has performed thousands of cost segregation studies for clients in various industries ranging from $500,000,000 commercial properties to $50,000 single family residences. He regularly presents at workshops nationally and is a frequent guest on industry podcasts. He has a natural ability to turn complex sets of guidelines into easy-to-understand topics. 

For more information and to get a free analysis, go to http://www.ustagi.com/pmc

When a door gets slammed in your face, it’s easy to think the game is rigged against you, but what if it’s setting you up for your ultimate purpose and passion?
 
When William Denis’ lifelong Wall Street dream was cut short, he thought a door had been closed, But ultimately, this implosion ended up leading to a path where he can make the most impact. Through his journey, he found a highly underserved niche where he can truly give value.
 
How did he go all in on his entrepreneurial dream? What did he do to truly level up in his business and life? In this episode, I’m joined by the investor, entrepreneur and coach. He talks about his journey and the most important wealth lessons we can put into practice.
 
You can’t negotiate with yourself, if you say you’re going to do something, do it and do it well. -William Denis
 
Three Things You’ll Learn In This Episode 
 
-Give, give and give some more
Why was William willing to give up 50% of his business to his mentors and how did it set him up for massive success?
 
-Learn to delay gratification
Willpower is great, but it’s no use if it’s not backed by discipline. What steps did William take to transform his mindset and actions?  
 
-Feed the Universe
How did William zero in on a hugely underserved market and start providing value? 
 
Guest Bio:

Willy Denis is an investor, entrepreneur and coach who teaches people how to wholesale real estate. For more information, head to www.willynumbers.com and follow @‌willynumbers on Instagram.

Most of us are trapped in a cycle where we hand over our money, only to watch it disappear into a black hole of fees and limited growth potential. We're left feeling powerless and frustrated wondering: is there a better way?
 
We feel shackled by conventional banking norms, with limited options and little say in how our money grows. But what if there was a way to change all of this?
 
Enter Infinite Banking - a revolutionary concept that empowers us to reclaim control over our finances and become our own bank. It's a game-changer, allowing us to dictate the terms, so our money isn't just sitting idle; it's constantly working for us!
 
In this episode, I talk about the Infinite Banking Concept, seizing the power to make your money work and why infinite banking is the path to true financial autonomy.
 
To take back banking functions in our life, we must take back control of our money. -Chris Naugle

Three Things You’ll Learn In This Episode 
 
-Giving up control of our money
What exactly do we get in return when we give up control of our money?
 
-Think like a bank. Act like a bank.
Where do we put our money so that we have full control of it?
 
-Change where money goes
How can we change where our money goes so that we have access to it?

Many real estate investment models seem great at first, but they become victims of the 3-year curse, especially in this market. You buy them, cash flow them and then everything goes wrong.
 
From commercial to syndication, a lot of investors are hurting right now. The safest model with the most safeguards is one many experts say will go off a cliff, but it shows no signs of slowing down.
 
What makes duplexes such a great investment? How do you flee the commercial real estate debt crisis?
 
In this episode, I’m joined by the author of The Family Board Meeting and partner in the largest build-to-rent organization, Jim Sheils. He shares the power of solving the finance issue and where to look for opportunities right now.
 
If the commercial world is not working, a couple of duplexes and quad-plexes can go a long way. The residential realm still has some guardrails around it. -Jim Sheils

Things You’ll Learn In This Episode
 
-Why rehab when you can build
Renovating and renting comes with a ton of headaches. What benefits does building from scratch offer?
 
-How to stay successful in a high interest-rate environment
What steps did Jim take to safeguard his investments against the volatility of the market?
 
-Follow the inventory
How do we identify the best places to invest? 
 
-The ultimate give
What did Jim do for his father and what impact did it make?
 
Guest Bio
 
Jim Sheils is the author of The Family Board Meeting. He is also a partner in the largest build-to-rent organization in the United States, with over $600 million in assets under management that generate over $40 million in annual recurring revenue for investors. He uses his passive income strategy to teach others how to buy back their time and create a legendary family life. For more information, head to jjplaybook.com. Get The Family Board Meeting here.