Episodios

  • 133 - Your Prescription for Cashflow - Joe Schimizzi

    133 - Your Prescription for Cashflow - Joe Schimizzi
    Aug 12 2025
    Unlocking Passive Income: Medical & Retail Real Estate with Joe ShimizziIn this episode of Passive Income Adventures, Emma talks to Joe Shimizzi, a seasoned commercial real estate investor specializing in medical office space and retail. Joe shares his entrepreneurial journey, starting from his early 20s, and how he transitioned into the realm of real estate investing. The conversation covers the importance of diversification, understanding asset classes, and the intricacies of converting general office spaces into medical office spaces. Joe also discusses the high demand for neighborhood retail and underscores the value of subject matter expertise in successful real estate investments. Tune in to learn valuable insights into building a robust passive income stream through strategic real estate investments.Bio:Joe Schimizzi is the Founder and Principal of a private equity real estate investment firm (Acquira Capital), its operating entity (Acquira Realty Holdings), and its property management firm (Acquira Property Management). He has completed approximately $100 Million of real estate transactions to date, with approximately $60 Million of current Assets Under Management. Joe has unique experience in value creation investment strategies in the areas of Asset Repositioning, Asset Value Creation, Distressed Asset acquisitions, and Capital Market Optimization. He has over 15 years of direct real estate investment experience for personal and closely held investment portfolios. Joe created Acquira Capital to leverage private equity investments for strategic real estate acquisitions offered to passive real estate and group investors.Connect with Joe Shimizzi:LinkedIn: https://www.linkedin.com/company/acquira-capitalWebsite: https://acquiracapital.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group00:00 Introduction to Passive Income Adventures00:31 Meet Joe Shazi: Commercial Real Estate Investor02:07 Joe's Journey into Real Estate05:58 The Medical Office Space Advantage12:58 Navigating the Post-COVID Real Estate Market20:04 Investment Strategies and Expertise23:51 Learning from Past Investments24:23 Understanding Medical Office Investments25:27 Challenges and Realities of Private Equity26:20 Diversifying into Retail Investments27:46 Defining Inline and Neighborhood Retail28:30 Repositioning Retail Spaces31:53 Specialization in Different Asset Classes34:15 Personal Motivations and Passive Income39:26 Encouraging Early Passive Income Investments40:49 Connecting with Potential Investors
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    44 m
  • 132 - The Secret to Landing a Top Job Straight Out of School - Andy McQuade

    132 - The Secret to Landing a Top Job Straight Out of School - Andy McQuade
    Aug 5 2025
    Passive Income Adventures: Building Wealth Through Real Estate & Consulting with Andy McQuadeIn this episode of Passive Income Adventures, Emma welcomes Andy McQuade, a seasoned real estate consultant from New York State. Andy shares his intriguing journey from working at 84 Lumber to becoming a prominent consultant in the real estate industry. They delve into the TCO Method, which emphasizes total cost of ownership, and discuss the critical aspects of consulting, networking, and investing in real estate. Andy also offers valuable insights for both active and passive investors, shedding light on how to save money, increase efficiency, and maximize returns. Whether you're a seasoned investor or just starting out, this episode is packed with actionable tips and strategies to help you on your passive income journey. Tune in to learn more about Andy's expert advice on wealth building, lifestyle design, and much more.**About Andy McQuade:**Andy McQuade is a real estate consultant and founder of ARM Companies. With over 20 years of experience, Andy has transitioned from working at 84 Lumber and Home Depot to becoming a trusted advisor in the multifamily and commercial real estate sectors. He started his career as a college dropout but quickly ascended to managerial roles, becoming a store manager at 21 and later headhunted by Home Depot to be their District Manager of Pro Sales at 28. By 38, Andy was a Director of Sales for an international sales team at a building materials manufacturer. At 39, he founded his first LLC, left his 60+ hour a week salaried W2 position, and began consulting full-time, a move suggested by a VP at a family office multifamily operator. He holds various industry certifications from the NAHB and USGBC and is the creator and trademark holder of The TCO Method, which helps real estate owners and operators improve NOI through strategic decision-making. In addition to consulting, Andy ventured into private/hard money lending on storage in 2022. Married for 20 years with a son, a German Shepherd, and a cat, Andy resides just off the south shore of Lake Ontario near Rochester, NY, and helps run local REIAs in both Rochester and Knoxville, TN.Connect with Andy McQuade:Website: https://armcompanies.comPodcast: https://tcomethod.comEmail: andy@armcompanies.comLinkedIn: https://www.linkedin.com/in/andymcquadeConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group.00:00 Introduction and Early Career00:22 Welcome to Passive Income Adventures01:18 Andy McQuade's Real Estate Journey03:36 From Store Manager to Sales Leader05:55 Joining Home Depot11:10 Consulting and the TCO Method14:42 Diversifying Income Streams20:34 Challenges and Adaptations35:50 Consulting Services Overview36:22 Consulting Strategies and ROI41:20 Procurement and Total Cost of Ownership (TCO)44:53 Becoming a Consultant: Tips and Advice49:24 Networking and Building Relationships56:16 Long-Term Plans and Personal Goals59:01 Challenges and Realities of Consulting01:07:50 Conclusion and Contact Information
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    1 h y 12 m
  • 131 - How to Flip Land Without Breaking the Bank - Hunter Pogatchnik

    131 - How to Flip Land Without Breaking the Bank - Hunter Pogatchnik
    Jul 29 2025
    How to Master Land Investing: Creating Passive Income with Hunter PonikWelcome back to another episode of Passive Income Adventures! In this enlightening video, we dive deep into the world of land investing and passive income generation with our special guest, Hunter Ponik, also known as Hunter Pogo. Discover the steps Hunter took from starting in real estate during college to becoming a successful land investor who balances it all with a part-time lifestyle. Whether you're new to real estate or looking to diversify your investment portfolio, this episode offers invaluable insights. Learn about the nuances of land flipping, the importance of good marketing, and strategies for passive investors. Plus, find out how Hunter collaborates with young and seasoned investors alike to maximize their returns. Don't miss out on this engaging and informative discussion! Bio:Hunter Pogatchnik is a full-time real estate investor who flips over 100 vacant land properties each year and teaches others how to do the same. He holds a double major in Finance and Marketing, along with a minor in Banking, from North Dakota State University. Before transitioning into real estate full-time, Hunter worked in consulting, helping Fortune 500 companies optimize their revenue operations and sales strategies.Through his land flipping education, Hunter has guided numerous students to success—several achieving six-figure results. His expertise has been featured on podcasts such as the Wealthy Investor Podcast, Nucapital Podcast, and many others.Originally from Minnesota, Hunter now resides in Las Vegas, where he continues to scale his remote land flipping business.To learn more about his work or explore potential opportunities to collaborate, visit www.SellTheEarth.com.Connect with Hunter Ponik: Instagram: https://www.instagram.com/hunterpogo/ Website: https://selltheearth.com/ LinkedIn: https://www.linkedin.com/in/hunterponikConnect with Emma:https://InvestWithEmma.com https://PartnerWithRise.com/Emma https://Highrise.group00:00 Introduction to Passive Income Adventures00:49 Guest Introduction: Hunter Ponik01:38 Hunter's Journey into Real Estate03:26 First Steps in Land Investing04:36 Understanding Seller Financing09:04 Differences Between Land and House Investing15:18 Marketing Strategies for Land17:56 Buying Land: On-Market vs. Off-Market20:59 Volume vs. Value in Land Deals27:01 Partnering with Passive Investors31:20 Building Trust and Managing Investments31:52 Structuring Deals for Investor Confidence33:22 Delegating Tasks and Systemizing Operations33:57 The Importance of Systems for Passive Investors35:28 Starting Out and Scaling Up39:18 House Hacking and Financial Freedom40:25 Balancing Lifestyle and Business Growth50:59 Future Plans and Long-Term Goals57:38 Connecting and Networking for Success
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    59 m
  • 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