Massive Passive Cash Flow Podcast cover logo

Episode 255: Advancing Financial Freedom, with Mark Miller

34m · Massive Passive Cash Flow Podcast · 26 Mar 22:33

Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives and High-Net-Worth clients cutting their taxes significantly. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.

Mr. Miller is a best-selling author, having written several books on personal finance. His latest book, The Tax-Free Business Owner teaches business owners how to zero out their taxes, just like many Fortune 500 firms.

He has been featured in more than 200 newspapers and magazines such as the Kansas City Star, Kiplinger’s Personal Finance, Money Magazine, Women’s Day, The New York Times, and the Los Angeles Daily News. Mark has also appeared as a business and financial expert on numerous radio and television shows nationwide, including Fox News.

Mark has attained Ethics Approved Status as a Registered Business Financial Consultant with the IARFC. Not long ago, he was one of only 50 Americans to receive the Presidential Businessman of the Year award. He also received a personal commendation from President George W. Bush for his efforts to help Americans build their businesses and wealth.

What You Will Learn:

  • Who is Mark Miller?

  • Mark shares his strategies for his business.

  • What is a formalized tax plan?

  • How do business financial consultants help people?

  • How did that partnership come about?

  • What are home office deductions?

  • What are some of the misconceptions that business owners typically have when it comes to tax planning?

  • What is a desk audit?

  • How to get a copy of Mark Miller’s book?

  • Common sense is not so common.

  • The biggest expense you'll have in your life is taxes.

  • Mark shares how everyone can contact him.

Additional Resources from Mark Miller:

  • Website: http://hiltonwealth.com/

  • Phone: +1 (770) 307-7500

  • Email: [email protected]

  • LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/

  • Twitter: https://twitter.com/hiltonwealth

  • Facebook: https://www.facebook.com/HiltonWealth

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

The episode Episode 255: Advancing Financial Freedom, with Mark Miller from the podcast Massive Passive Cash Flow Podcast has a duration of 34:40. It was first published 26 Mar 22:33. The cover art and the content belong to their respective owners.

More episodes from Massive Passive Cash Flow Podcast

Episode 263: Cultivating Wealth and Understanding Financial Literacy, with Kevin Jaramillo

At 35, Kevin Jaramillo has built a diverse and impressive career as an entrepreneur, real estate investor, and real estate agent. His passion for financial literacy has driven him to become a dedicated financial literacy coach, helping others achieve their financial goals. In addition to his professional pursuits, Kevin is also an avid golfer, enjoying the challenge and camaraderie the sport brings. His multifaceted expertise and commitment to financial education make him a valuable resource for anyone looking to improve their financial well-being.

What You Will Learn:

  • Who is Kevin Jaramillo?

  • How did he jump into real estate?

  • if you don't have multiple streams of income, you're likely not to ever be financially successful.

  • Kevin learned how to put money to work in money many different facets.

  • He introduces his new book coming out, Breaking the Paycheck to Paycheck Cycle.

  • Kevin is also into financial coaching.

  • He introduces his podcast, Podcast is Money Conversations with KJ.

  • Why Roth IRA is a great tool?

  • His program which financial literacy.

  • It's more important that folks create a habit than the dollar amount they start with.

  • If you're an investor, especially a real estate investor, you you're leveraging debt to make money.

  • Data is the most valuable currency working.

  • Kevin shares how everyone can contact him.

Additional Resources from Kevin Jaramillo:

  • Website: http://www.moneymasteryinstitute.com/

  • Phone: +1 (702) 604-0062

  • Email: [email protected]

  • YouTube: https://www.youtube.com/channel/UClCHmMtr_IolXhAzfe2_AJQ

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Episode 263: Cultivating Wealth and Understanding Financial Literacy, with Kevin Jaramillo

At 35, Kevin Jaramillo has built a diverse and impressive career as an entrepreneur, real estate investor, and real estate agent. His passion for financial literacy has driven him to become a dedicated financial literacy coach, helping others achieve their financial goals. In addition to his professional pursuits, Kevin is also an avid golfer, enjoying the challenge and camaraderie the sport brings. His multifaceted expertise and commitment to financial education make him a valuable resource for anyone looking to improve their financial well-being.

What You Will Learn:

  • Who is Kevin Jaramillo?

  • How did he jump into real estate?

  • if you don't have multiple streams of income, you're likely not to ever be financially successful.

  • Kevin learned how to put money to work in money many different facets.

  • He introduces his new book coming out, Breaking the Paycheck to Paycheck Cycle.

  • Kevin is also into financial coaching.

  • He introduces his podcast, Podcast is Money Conversations with KJ.

  • Why Roth IRA is a great tool?

  • His program which financial literacy.

  • It's more important that folks create a habit than the dollar amount they start with.

  • If you're an investor, especially a real estate investor, you you're leveraging debt to make money.

  • Data is the most valuable currency working.

  • Kevin shares how everyone can contact him.

Additional Resources from Kevin Jaramillo:

  • Website: http://www.moneymasteryinstitute.com/

  • Phone: +1 (702) 604-0062

  • Email: [email protected]

  • YouTube: https://www.youtube.com/channel/UClCHmMtr_IolXhAzfe2_AJQ

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Episode 262: Crafting Successful Real Estate Investment Strategies, with Edwin D Epperson III

Edwin Epperson has created and managed two prior close-ended mortgage funds in 2018 and 2020. His personally designed, and developed underwriting criteria for private loans, secured to single family residences has allowed him to keep his default rate under 3.00% of all loans deployed. He has processed and underwritten over 120+ loans and deployed over $20,000,000 in loans secured to single family real estate and investment borrowers since 2014. Strategic partnerships, and creative deal structures have allowed him to create and share joint ventures with his partner investors as well as low leveraged 2nd lien position. Through his dedication to low-risk, high-return investment loans, his capital partners have enjoyed annual returns between 7.50% to 10.75% averaged out over 9 years of lending. Edwin is the creator and developer of a first of its kind Private Lending course, which takes capital investors with no knowledge of private lending, to being able to make their first, low-risk, secured real estate loan, within a matter of days. This has allowed capital investors to utilize their retirement accounts as well other capital accounts, to make secured investment loans, while also providing more lending opportunities for Edwin and his capital partners.

Edwin served in the United States military, U.S. Army, from 2002 until his honorable discharge in 2015. Finishing his career as a combat diver with the US Army Green Berets, he personally was responsible for over $30,000,000 in military hardware, and communication equipment. He oversaw and led the creation of military high frequency and satellite communications training for US and foreign troops. He personally trained deployed with over 300 combined Afghanistan and Colombia special operations forces in combat patrolling, and communication techniques.

He is an active member in his local church, married for 8 years and has two sons. He enjoys a good bourbon, cigars and diving in his free time.

What You Will Learn:

  • Who is Edwin D Epperson III?

  • How did he get into real estate investing?

  • Edwin learned how to find the deals and how to vet that deal so that you can mitigate your risk and then shift that risk to the borrower.

  • Lending is all about shifting risk.

  • What is the technique or method for finding the properties that then Edwin can use to attract the funding?

  • What is Multifamily commercial?

  • What is Blue Bay Fund?

  • What makes the Blue Bay Fund different?

  • Edwin shares an idea on the single family space and how that would work within the fund.

  • Has he considered shifting his strategy for multifamily investments from short-term loans to long-term goals?

  • Edwin shares how everyone can contact him.

Additional Resources from Edwin D Epperson III:

  • Website: https://www.bluebayfund.com/

  • Phone: +1 (813) 422-9181

  • Email: [email protected]

  • LinkedIn: https://www.linkedin.com/in/edwineppersoniii

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Episode 262: Crafting Successful Real Estate Investment Strategies, with Edwin D Epperson III

Edwin Epperson has created and managed two prior close-ended mortgage funds in 2018 and 2020. His personally designed, and developed underwriting criteria for private loans, secured to single family residences has allowed him to keep his default rate under 3.00% of all loans deployed. He has processed and underwritten over 120+ loans and deployed over $20,000,000 in loans secured to single family real estate and investment borrowers since 2014. Strategic partnerships, and creative deal structures have allowed him to create and share joint ventures with his partner investors as well as low leveraged 2nd lien position. Through his dedication to low-risk, high-return investment loans, his capital partners have enjoyed annual returns between 7.50% to 10.75% averaged out over 9 years of lending. Edwin is the creator and developer of a first of its kind Private Lending course, which takes capital investors with no knowledge of private lending, to being able to make their first, low-risk, secured real estate loan, within a matter of days. This has allowed capital investors to utilize their retirement accounts as well other capital accounts, to make secured investment loans, while also providing more lending opportunities for Edwin and his capital partners.

Edwin served in the United States military, U.S. Army, from 2002 until his honorable discharge in 2015. Finishing his career as a combat diver with the US Army Green Berets, he personally was responsible for over $30,000,000 in military hardware, and communication equipment. He oversaw and led the creation of military high frequency and satellite communications training for US and foreign troops. He personally trained deployed with over 300 combined Afghanistan and Colombia special operations forces in combat patrolling, and communication techniques.

He is an active member in his local church, married for 8 years and has two sons. He enjoys a good bourbon, cigars and diving in his free time.

What You Will Learn:

  • Who is Edwin D Epperson III?

  • How did he get into real estate investing?

  • Edwin learned how to find the deals and how to vet that deal so that you can mitigate your risk and then shift that risk to the borrower.

  • Lending is all about shifting risk.

  • What is the technique or method for finding the properties that then Edwin can use to attract the funding?

  • What is Multifamily commercial?

  • What is Blue Bay Fund?

  • What makes the Blue Bay Fund different?

  • Edwin shares an idea on the single family space and how that would work within the fund.

  • Has he considered shifting his strategy for multifamily investments from short-term loans to long-term goals?

  • Edwin shares how everyone can contact him.

Additional Resources from Edwin D Epperson III:

  • Website: https://www.bluebayfund.com/

  • Phone: +1 (813) 422-9181

  • Email: [email protected]

  • LinkedIn: https://www.linkedin.com/in/edwineppersoniii

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Episode 261: Exploring the Realm of Real Estate Investment and Mentorship, with Karly Worth

Karly exemplifies integrity, high energy, hard work and innovative service in every aspect of your real estate transaction. She is exceptionally creative, always thinking outside of the box. Karly specializes in investment real estate, helping her agents and clients build their real estate portfolio to establish financial freedom! Karly herself is an investor, private money lender, and also a private capital raiser . She has been named the “off market” queen in CT for a reason! No inventory? No problem, Karly can source all asset classes off market nationwide. Karly also finds great joy in coaching/ mentoring agents who have a desire to grow in their personal and professional career.

What You Will Learn:

  • Who is Karly Worth?

  • How did she get into the Real Estate industry?

  • Karly shares his first investment.

  • Never regret buying a property.

  • Kathy uses private capital for all her three businesses.

  • If you have a friendship with people, people will trust you.

  • A good property manager is the asset of your business.

  • Karly shares how everyone can contact him.

Additional Resources from Karly:

  • Phone: +1 (203) 331-5432
  • Email: [email protected]

  • LinkedIn: https://www.linkedin.com/in/rewithkarly

  • Facebook: https://www.facebook.com/REwithKarly/

  • Instagram: https://www.instagram.com/rewithkarly/?hl=en

Attention Investors and Agents

  • Are you looking to grow your business?

  • Need to connect with aggressive like-minded people like yourself?

  • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

  • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Every Podcast » Massive Passive Cash Flow Podcast » Episode 255: Advancing Financial Freedom, with Mark Miller