In this episode, Jim Oliver and Nick Kosko discuss: Becoming Your Own Banker by R. Nelson Nash and how to apply its principles. Actuarial science basics and insurance company’s methods for assessing risk ratings. Why the financial risk of whole life insurance shifts from the policy owner to the insurance company. How to choose your primary needs; finances or death benefit …
Acquiring Businesses with Domenic Rinaldi
In this episode, Jim Oliver and Domenic Rinaldi discuss: Market acquisition strategies and owner engagement of potential sellers. The new client interview process and how to identify a buyer’s goals and interests. The flexible terms of SBA loans and the average rate of returns for small business transactions. Key Takeaways: SBA loans offer more flexible terms over conventional loans, including …
Cash Flow Through Collaborative Real Estate Investments with Hunter Thompson
In this episode, Jim Oliver and Hunter Thompson discuss: Investing in real estate and what types of property are in demand even when the economy is down What institutional-grade property is and how you can invest in it The risks and rewards of passive versus active investments Key Takeaways: Diversify so that even when the economy is down your overall …
Wealth Can’t Wait with David Osborn
In this episode, Jim Oliver and David Osborn discuss: The concept of two sides of the river and the risks of never crossing to the other side. The importance of working through others and hiring team members who want to make a difference and put in the effort. Negative thinking and the importance of goal setting and visualization. Key Takeaways: …