Tax & Legal Housekeeping
Courtesy of Tim Power (Wealth Source) & Kevin White In January of 2024, Tim Power and Kevin White joined members for an open discussion on tax & legal housekeeping strategies for 2024 and beyond. They delve into the nuts and bolts of trusts, life insurance, and the best business structures for safeguarding assets. Plus, get […]
2023 Black Friday Round Table
Courtesy of Andy Fosset [GMB], Caleb Ulffers [Haven Athletics], Joe Kensett [SV Marketing], Tony Kasandrinos [Kasandrinos Olive Oil], and Wendi Mathis Held [True Hero Sales] In October of 2023 Andy, Caleb, Joe, Tony, and Wendi sat down with Baby Bathwater Members to discuss how to approach Black Friday deals and their pros and cons. Tune […]
Building and Preserving Wealth
Courtesy of: JP Newman (Thrive FP) Click Here to Access the Video Click Here to Access the Transcription As the Founder of Thrive FP, a distinguished commercial real estate firm known for successfully investing with purpose, JP Newman has over $1.8B in total real estate and debt transactions since 2011 under his belt. JP has […]
STRs & Real Estate
Courtesy of Mike Brown [Unbreakable Wealth], JP Newman [Thrive FP], Niraj Shah [nirajs.com], and Sylvie McCracken [T&S Elite Capital | SylvieMcCracken.com] In July of 2023 Mike Brown, JP Newman, Niraj Shah, and Sylvie McCracken sat down with Baby Bathwater Members to discuss strategic and tactical approaches to owning and managing STRs. Tune in For: Click […]
Financial Projections Google Sheets Template
Courtesy of Mike Brown [The Palmares Companies] Click Here to Access the Template Click Here to View Mike’s Template Tutorial Mike Brown is a big proponent of using excel or google sheets for financial projections. This resource contains a template created by Mike and a short video demonstrating how to use it. For more info […]
Financial Modeling and Long Term Business Planning
Courtesy of Briony McKenzie [Untapped], David French [David French & Associates], Dan Roitman [Growth Harmony] and Mike Brown [The Palmares Companies] Click Here to Access the Video In March of 2023, we got together with Briony McKenzie, Mike Brown, David French and Dan Roitman to discuss strategies and best practices for building out financial models […]
All Things Defi
Courtesy of Cathryn Lavery (BestSelf Co.) and Niraj Shah (Method90) Click Here to Listen to the Discussion Cathryn Lavery has been in the DeFi space since 2015 and in that time she’s had some big wins and made many mistakes… She’s also the creator of Zero to DeFi, a crash course in Decentralized Finance and […]
Advanced Tax Structuring & Wealth Building
Courtesy of: Matt Chandler (AlcHempist), David French (David French & Associates PLLC), Tim Power (SurePath Wealth Management) Click Here to Access the Video Click Here to Access the PDF Version of the Flow Chart In this resource, we talk through flows and best practices for Tax Structures and Wealth Building as an entrepreneur.
All Things NFTs
Courtesy of Jeremy Hendon (Dragon Rascals) and Niraj Shah (Method90) Click Here to Listen to the Discussion Niraj Shah and Jeremy Hendon are well-versed as NFT collectors/buyers who have become builders, with each launching their own major NFT projects. Niraj and Jeremy sat down with Hollis to answer member questions on NFTs and speak a […]
ExitDNA — Building for Exit
Courtesy of Mac Lackey (ExitDNA) Click Here to Access the Presentation Optimize to Exit… The best way to ensure you have the OPTION to sell on your terms, your timeline and for maximum value!