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Unique Money Strategies Episodes

Ever hear of Infinite Banking or Velocity Banking? These episodes discuss unique ways to fund deals or become more liquid to buy more assets.
Dec. 31, 2023

237. Navy Boatswain’s Mate to Real Estate Developer with Adit Shah

Navigating the business world, especially the real estate market, can be quite an obstacle course. But could it prove that success often comes from passion, ambition, and making calculated risks? Join us on Average Joe Finances as our guest Adit Shah shares his journey on how he began by working for free as a property developer and learn the ropes of the industry. In this episode: The significance of networking and relationship-building in the real estate business, which can play a fundam...
Nov. 26, 2023

233. Financial Freedom through Infinite Banking with Dr. Robert Scranton

Recent financial management strategies aim to assist individuals and families in building wealth and attaining financial independence. One approach involves utilizing a whole life insurance policy for banking, offering tax advantages. The goal is to empower individuals to manage their finances effectively, ensuring economic certainty. Join us on Average Joe Finances as our guest Dr. Robert Scranton shares how using life insurance policies as a banking system can offer guaranteed returns, tax-fr...
Oct. 1, 2023

224. Note Investing to Financial Freedom with Fred Moskowitz

Are you frustrated with the traditional real estate investment route, spending countless hours dealing with property management and tenant issues but not achieving the desired results? It's time to break free from this ineffective approach and explore note investing as a new path to financial freedom. Join us on Average Joe Finances as our guest Fred Moskowitz reveals the ultimate solution to attaining the desired outcome of financial freedom through note investing. Get ready to learn the strat...
July 26, 2023

211. Exploring Infinite Banking Strategies with Richard Canfield

Do you want to discover a powerful strategy for building long-term wealth? Are you looking for a solution that can effectively optimize your finances and help you achieve financial freedom? Join us at the Average Joe Finances Podcast as our guest, Richard Canfield, shares his insights on exploring Infinite Banking Strategies. Implementing these strategies can unlock the key to long-term wealth building and achieving your financial goals. Don't miss out on this opportunity to learn how to maximi...
June 18, 2023

199. The Velocity of Money Mindset with Chris Giorgi

Join Mike Cavaggioni with Chris Giorgi on the 199th episode of the Average Joe Finances Podcast. Chris shares how adopting the velocity mindset can lead to successful investing and financial freedom. In this episode, you’ll learn: The unique challenges and opportunities of real estate investing while living abroad. The significance of assembling a trustworthy team for remote investing success. Gain insight on maintaining discipline and patience for long-term real estate investment growth. Un...
April 30, 2023

185. Protecting Your Wealth with a Deferred Sales Trust with Brett Swarts

Join Mike Cavaggioni with Brett Swarts on the 185th episode of the Average Joe Finances Podcast. Bret shares his passion about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust. In this episode, you’ll learn: •Deferring capital gains tax on the sale of a business or primary home •Escaping hostage to 1031 exchange or rescue a failed 1031 exchange •How to grow CRE Syndication Business using Deferred Sales Trust •Building a tax-deferred wealth plan ...
April 19, 2023

182. Accelerated Banking to Fast Track Your Retirement with David Bruce

Join Mike Cavaggioni with David Bruce on the 182nd episode of the Average Joe Finances Podcast. David shares some secrets in banking strategy to help you pay off your mortgage fast. In this episode, you’ll learn: What banks are secretly doing to keep you stuck in your mortgage How to pay off your mortgage in 5-7 Years without refinancing, hurting your credit, or paying extra into your existing mortgage. Real estate investing as a personal wealth growth strategy. And much more! About David B...
March 19, 2023

173. Making Home Equity Accessible with Matthew Sullivan

Join Mike Cavaggioni with Matthew Sullivan on the 173rd episode of the Average Joe Finances Podcast. Matthew shares how his company, QuantmRE, enables homeowners to turn their home equity into a debt-free income stream. In this episode, you’ll learn: Debt-based financing vs. equity-based financing. How some people are able to predict economic shifts and downturns. Why small private funds are an easier way to access money for deals. And so much more! About Matthew Sullivan: Matthew is the fo...
Feb. 22, 2023

166. The Power of The 831B Plan for Small Businesses with Ed Bryan

Join Mike Cavaggioni with Ed Bryan on the 166th episode of the Average Joe Finances Podcast. Ed shares why it's important for successful businesses to develop a comprehensive risk management program in today's ever-changing risk environment. In this episode, you’ll learn: The 831(b) and how it can protect your business. How did 831(b) plans help businesses during COVID. Good candidates for an 831(b) Plan. Risks that businesses have that an 831(b) Plan can alleviate. And so much more! About...
Jan. 4, 2023

152. The Power of a 30 Year Mortgage with Adiel Gorel

Join Mike Cavaggioni with Adiel Gorel on the 152nd episode of the Average Joe Finances Podcast. Adiel shares how he successfully assisted thousands of investors with purchasing U.S. properties since 1983. In this episode, you’ll learn: Efficient methods that will make it possible for anyone to invest in real estate How Inflation can be your best friend How to retire early The secrets of being debt free And so much more! About Adiel Gorel: Adiel Gorel is the CEO of ICG, a prominent real est...
Dec. 7, 2022

146. Self-Employed Financing for Real Estate with Alejandro Szita

Join Mike Cavaggioni with Alejandro Szita on the 146th episode of the Average Joe Finances Podcast. Alejandro shares practical information about money that empowers clients financially and helps them keep more of the money they earn. In this episode, you’ll learn: How self-employed people can qualify for a mortgage; challenges and solutions Mortgage loan types specifically designed for entrepreneurs and business owners Credit score challenges for entrepreneurs; tips for improving your credit ...
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