Τα καλύτερα Active Wealth podcast (2024)

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Navigating Life's Big Events 27:20

1M ago27:20

27:20

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Mellon Wealth Management’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major l…

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Year-End Tax Essentials 26:11

5M ago26:11

26:11

Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Je…

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4 Lessons from 4 Decades of Investing 30:22

6M ago30:22

30:22

Our chief investment officer Leo Grohowski joins host Alicia Levine, head of investment strategy and equity advisory solutions, to share the top four insights he’s gleaned from his distinguished 40-year career on Wall Street. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn…

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Looking for Luxury 20:12

8M ago20:12

20:12

Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, Head of Residential Appraisals at BNY Mellon Wealth Management, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buyin…

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Talking ‘Bout Next Generation 17:25

11M ago17:25

17:25

The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Mel…

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Responsible Investing Demystified 24:27

12M ago24:27

24:27

Responsible Investing is an increasingly complex area and is often interpreted differently by investors. Manisha Ali, Head of Responsible Investing at BNY Mellon Investor Solutions, joins the podcast for an educational discussion on this topic. She’ll explore the various facets of Responsible Investing, the evolving industry landscape and debunk so…

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Women and Wealth: Empowering the Future of Wealth 22:42

1y ago22:42

22:42

Women currently control one-third of total U.S. household wealth. And since women generally have longer life expectancies, over the next decade this proportion will grow significantly. To celebrate International Women’s Day, BNY Mellon head of practice management consulting Janet Kelly shares how proper financial planning can make a big difference …

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251 Plans & Goals For 2023: Real Estate Investor Show - Hard Money For Real Estate Investors 29:17

1+ y ago29:17

29:17

Bill Fairman (00:01): Hi, folks. This is the time of the year that you hate. It's called Setting Your Goals for 2023. We're gonna have more about that right after this. (00:33): Thank you for joining us on the Real Estate Investor channel, hard Money for Real Estate Investors. We are Carolina Capital Management private lenders in the Southeast for …

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250 Issues & Anomalies: How To Figure Your Daily Challenges | Hard Money for Real Estate Investors 32:52

1+ y ago32:52

32:52

Bill Fairman (00:01): Greetings, everyone. We are live. Thank you for joining us. Wendy will not be with us today. She is currently at, I don't know, 30,000 feet on, on an airplane. So we're gonna talk about the year end review, even though the year isn't over with yet, but I don't know what much more will transpire between now and the first. So we…

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249 Your 2022 In Review! Real Estate Investor Show - Hard Money for Real Estate Investors 32:34

1+ y ago32:34

32:34

Your 2022 In Review! Visit our website: https://www.CarolinaHardMoney.com Join Bill Fairman, Wendy Sweet, and Jonathan Davis, LIVE! every Thursday at 12 pm ET for the Real Estate Investor Show - Hard Money For Real Estate Investors! As 2022 is nearing its end, the Carolina Capital Management team takes a look back at the relevant real estate events…

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The Essentials of Building and Maintaining an Art Collection 22:49

1+ y ago22:49

22:49

There may be more to building an art collection than you might expect. On this episode of Your Active Wealth, BNY Mellon art curator Brian Lang shares his tips for building an art collection that speaks to your passions and withstands the test of time. Lang has curated over 2,500 pieces of artwork for BNY Mellon’s corporate collection and has vast …

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248 Today's Market and the Non-QM Loan | REI Show - Hard Money For Real Estate Investors 34:40

1+ y ago34:40

34:40

Today's Market and the Non-QM Loan Join the Carolina Capital Management team LIVE every Thursday at 12 pm ET for the Real Estate Investor Show - Hard Money For Real Estate Investors! This week, Bill Fairman, Wendy Sweet, and Jonathan Davis are joined by Bryan Maddex of AmeriFirst Home Mortgage to discuss Non-Qualified Mortgage Loans! With over 20 y…

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247 Market Updates & DSCR Loans | REI Show - Hard Money For Real Estate Investors 31:04

1+ y ago31:04

31:04

Join Bill Fairman, Wendy Sweet, and Jonathan Davis LIVE! every Thursday at 12:00 PM ET for the Real Estate Investor Show - Hard Money For Real Estate Investors! Brett Sims, the Head of Growth of Renovo Financial, joins the Carolina Capital Management team to talk about the current market updates, especially the DSCR loans. Renovo Financial: Their s…

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246 - How To Raise Capital | REI Show - Hard Money For Real Estate Investor 29:55

1+ y ago29:55

29:55

00:00:01 Greetings, everyone. Welcome to the show. We are going to talk about capital raising and why it's important to your deals right after this. Wendy Sweet 00:00:34 That's funny. That's like a so funny when you see people on the news doing a news set and they say something and they just wait for stuff to happen and they wait for stuff to happe…

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245 Investing With Family & Friends | REI Show - Hard Money for Real Estate Investors 31:21

1+ y ago31:21

31:21

Bill Fairman 00:00:02 Greetings. It's another week, Wendy Sweet 00:00:05 Ola. Bill Fairman 00:00:06 Lovely time in the, in the city. The big, big city of Rock Hill. South's, right? Carolina, Excuse me. Wendy Sweet 00:00:12 Poor guy. Bill Fairman 00:00:14 Today we're going to talk about investing with family and friends, and we will get to it right …

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244 Profitable Small Dollar Lending | REI Show - Hard Money For Real Estate Investors 30:01

1+ y ago30:01

30:01

Bill Fairman 00:00:01 Hi everyone. We're right on time as usual. Sorry about that. Mike. Thanks for hanging around for an extra minute. Our theme this month has been Small dollar lending, raising capital, and investing with family and friends. Yep. And we are going to get in depth with our special guest who's going to give us some insights into her…

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243 Hot Topics In Real Estate: Small Dollar Lending, Investing With Family & Friends, Raising Capital 32:07

1+ y ago32:07

32:07

https://youtu.be/peAAjhtlKxA Bill Fairman 00:00:02 Greetings. Hope everyone is doing well. We are actually live with this show. Maybe you didn't know this, but last week's was not live. It was prerecorded because we were all out of town. So we're going to talk about several things today, being a small dollar lender, investing with family and friend…

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An Empathetic Approach to Entrepreneurship 21:54

1+ y ago21:54

21:54

BNY Mellon Wealth Management’s “Do Well Better” campaign highlights and celebrates clients who are wielding their wealth with purpose, be it through their philanthropy or by launching ventures that positively impact society. In this episode of Your Active Wealth, Carlos Martinez, founder of Clement Capital Partners, a visionary leader and entrepren…

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242 How To Scale Responsibly | Real Estate Investor Show - Hard Money for Real Estate Investors 26:00

1+ y ago26:00

26:00

Bill Fairman 00:00:00 Oh, see that. Hey, welcome back. We are going to talk about scaling responsibly. One of the things that we run into is, should you scale in a coming downturn? Absolutely. You have to scale responsibly. We're gonna talk about that right after this. Bill Fairman 00:00:37 Welcome. We're back here with our take two or question 2.0…

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241 How To Find Emerging Markets | REI Show - Hard Money for Real Estate Investors 29:22

1+ y ago29:22

29:22

https://youtu.be/YmfjzV0YiwI Bill Fairman 00:00:01 Not this time. Oh, we're on now. What a surprise. So there's been a lot of discussion about how to get into markets that are not overpriced. So we're gonna do a show today about finding emerging markets, and you will get that information right after this. Bill Fairman 00:00:44 Good afternoon everyo…

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Business Owner Series: A New Recipe for Success 32:42

1+ y ago32:42

32:42

Start with a breakthrough idea, stir in hard work, add some perseverance, quality service, a positive culture and mix. The result: a tasty business that rises to 450 locations. On the final episode of the Your Active Wealth business owner podcast series, Dena Tripp, an entrepreneur and co-founder of Nothing Bundt Cakes, discusses how a business she…

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240 What Financial Freedom Means To Us! | REI Show - Hard Money For Real Estate Investors 26:00

1+ y ago26:00

26:00

Bill Fairman 00:00:02 Hello, everyone. Welcome to the show. Our whole theme. This month has been about financial freedom and we are going to discuss this, to discuss what financial freedom is for each of us, Jonathan, Wendy, and myself, right after this greetings everyone. Bill Wendy, Jonathan. We are Carolina capital management. And thank you so m…

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The Meaning of Financial Freedom | REI Show - Hard Money for Real Estate Investors 32:33

1+ y ago32:33

32:33

Bill Fairman 00:00:00 I don't even see it up there. Oh, hi folks, bill Fairman here. We are going to talk about what freedom financial freedom actually means to you right after this greetings from the grand downtown rock hill, South Carolina. Woohoo. We are Carolina capital management. Thank you so much for joining us on the real estate investor sh…

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238 What Is Your Burn Rate? | REI Show - Hard Money for Real Estate Investors 31:18

1+ y ago31:18

31:18

Bill Fairman 00:00:01 Hi folks greetings today. We're gonna talk about your burn rate. What's important about it. Does it change over time? We will get that and more with our special guest, Dr. David Phelps, right after this Wendy's Hasling me because I wasn't smiling enough. So I'm just gonna talk like this, the rest of the way. Greetings. I am bi…

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237 How Do You Mitigate Risk? | Real Estate Investor Show - Hard Money for Real Estate Investors 30:16

1+ y ago30:16

30:16

Jonathan Davis 00:00:01 Hi everyone today we're discussing risk mitigation. And what are some of the risks that you may not be thinking about while investing right after this? Jonathan Davis 00:00:35 So I'm stepping in for a bill today. He usually gets through the, the whole intro, but just, you know, bear with me here we are. This is the real esta…

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Business Owner Series: An Entrepreneur Who Empowers Entrepreneurs 30:55

1+ y ago30:55

30:55

How can a business build a winning corporate culture that empowers employees, helps clients thrive and drives profitability? In the third episode of our business owner series, Paul Spiegelman, an entrepreneur, author, and philanthropist, discusses how a business he started with his brothers in his parents’ garage grew into a successful healthcare e…

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236 Cash Flow To Wealth: Stock Market vs Real Estate 30:55

1+ y ago30:55

30:55

Bill Fairman 00:00:02 Are continuing doing our of wall street versus real real estate. And we got a great Bill Fairman 00:00:23 Greetings it's bill it's bill and it's Jonathan and we are our Carolina management. Welcome so much to the what show again, the real estate, the real estate investor show char money for real estate investors, investors, Ca…

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235 Building Wealth vs. Getting Rich | REI Show - Hard Money for Real Estate Investors 32:56

1+ y ago32:56

32:56

Bill Fairman 00:00:02 Hi everyone. We are continuing this theme of how to build wealth, whether it's in the stock market or real estate. And we've got a wonderful guest right after this, Bill Fairman 00:00:37 Your eatings, once again, from the, I wanna say it's the capital of South Carolina, but it really isn't. It is not. No, yeah, we're just on t…

1
Business Owner Series: Family Style Success 38:01

1+ y ago38:01

38:01

In the second episode of our business owner series, Varish Goyal, president and CEO of Vintners Distributors, Au Energy and Loop Neighborhood Markets joins the podcast to explain why he turned away from a career in medicine and joined his family’s business. He then took the company in a different direction through his interest in technology and ser…

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234 Who's Your Daddy?: Rich Dad or Wealthy Dad! | REI Show - Hard Money for Real Estate Investors 28:59

1+ y ago28:59

28:59

Bill Fairman 00:00:01 Hi everyone. Bill Wendy and Jonathan here. We're gonna talk about rich dad. Poor dad. Who's your daddy. Once again, greetings. Thank you so much for joining us on the real estate investor show hard money for real estate investors. We are Carolina capital management lenders in the Southeast for real estate professionals. If you…

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233 Self-Storage: Lessons Learned So Far! | REI Show - Hard Money for Real Estate Investors 30:46

1+ y ago30:46

30:46

Bill Fairman 00:00:03 Greetings folks. So, you know, we love self storage. We love 'em so much. We ended up buying some. So in this episode, we're gonna talk about lessons learned right after this. Thank you for joining us on the real estate and investors show hard money for real estate investors. We are Carolina capital management, private lenders…

1
232 Current Mortgage Market Opportunities! | REI Show - Hard Money for Real Estate Investors 34:15

1+ y ago34:15

34:15

Bill Fairman 00:00:02 Welcome everyone. I'm supposed to do a short tease. So already off to that start, we'll be ranked back after this. Bill Fairman 00:00:32 Wow. And they told me there were no new graphics. Thank you. That was pretty interesting. Wasn't it? That was good. Yeah. All right. Well, thank you so much for joining us on the real estate …

1
Business Owner Series: Better Health Drives Better Business 32:56

1+ y ago32:56

32:56

In the first episode of our business owner series, healthcare entrepreneur Arnie Burchianti shares his story of starting a home-based healthcare company in his native state of Pennsylvania. Leveraging scale and technology, Arnie was able to reduce the cost of care while delivering a higher standard of care. Over time, Arnie led the company through …

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231 Zillow Confirms Housing Crash! | REI - Hard Money for Real Estate Investors 30:12

1+ y ago30:12

30:12

Bill Fairman 00:00:00 On the other. Hello, welcome. Oh, look, Wendy has shown up out in the west somewhere. Oh, Jonathan Davis 00:00:10 Nice. Bill Fairman 00:00:12 Her campsite. So this is welcome to this week. And as the headlines say, Zillow reports, the sky is falling in well, right after this message. Bill Fairman 00:00:49 So looking for, I lov…

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230 Are Forced Liquidations Coming? | REI Show - Hard Money for Real Estate Investors 20:48

2y ago20:48

20:48

https://youtu.be/pgjlTpBq7VA Bill Fairman 00:00:01 Hi, everyone. It's great to be back in this show. We're gonna answer this burning question. Greetings I'm bill Fairman I'm with Carolina capital management and welcome to the real estate investors. Show hard money for real estate investors. If you are in the market for a loan for one of your projec…

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229 Importance Of Due Diligence In Today's Market | REI Show - Hard Money for Real Estate Investors 29:42

2y ago29:42

29:42

Visit our website: https://carolinahardmoney.com Rising rates? High Inflation? Now is the time to be doing the best due diligence of your life! Join the Carolina Capital Management team every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors. In this episode, Wendy Sweet and Jonathan Davis shared …

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LGBTQ+ Wealth Management for Today’s Modern Families 33:17

2y ago33:17

33:17

In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and bl…

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228 The Most Important Investment Ever! on REI Show - Hard Money for Real Estate Investors 28:11

2y ago28:11

28:11

Visit our website: https://carolinahardmoney.com The Most Important Investment Ever! Do you invest in yourself? Join the Carolina Capital Management team every Thursday at 12 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! In this episode, Bill Fairman and Wendy Sweet shared their biggest lessons learned from la…

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227 The Future of Short Term Rentals | REI Show - Hard Money for Real Estate Investors 29:25

2y ago29:25

29:25

Visit our website: https://carolinahardmoney.com Join the Carolina Capital Management team every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors. In this episode, Bill Fairman, Wendy Sweet, and Jonathan Davis will be discussing the latest breaking news in the real estate world and what might the…

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226 State of the Industry: Where is Real Estate Going From Here? 28:14

2y ago28:14

28:14

Visit our website: https://carolinahardmoney.com Join the Carolina Capital Management team every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors. In this episode, Bill Fairman & Wendy Sweet will be discussing the current state of the Real Estate Industry! What's going on? Houses sitting on the m…

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225 Benefits Of Adding Self-Storage To Your Retirement Portfolio | Hard Money for RE Investors 28:25

2y ago28:25

28:25

Visit our website: https://www.CarolinaHardMoney.com In today's episode, the Carolina Capital Management team is joined by Fernando Angelucci to discuss the benefits of adding self-storage to your retirement portfolio, the current market, and any changes due to higher financing costs in underwriting. Fernando Angelucci started doing real estate on …

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The New Alternative World of Investing 29:02

2y ago29:02

29:02

Gone are the days when investors can expect a traditional 60/40 allocation to bonds and stocks will meet their financial goals. In this episode, Joanna Berg, senior alternative investments strategist, joins the podcast to explain how the world of investing has changed, and why exposure to alternative investments, like private equity and real estate…

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224 Confessions of a Real Estate Deal Maker| REI Show- Hard Money For Real Estate Investor 30:30

2y ago30:30

30:30

Confessions of a Real Estate Deal Maker| REI Show- Hard Money For Real Estate Investor Visit our website: https://carolinahardmoney.com Dave Payerchin joins Carolina Capital Management Team to share some of his Confessions as a Real Estate Deal Maker. Dave has been in real estate since 2005. He has bought/sold/fixed/rented over 1000 properties in h…

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Spend Like a Successful Institution 15:03

2y ago15:03

15:03

When you have a substantial amount of wealth, it makes sense to think about your balance sheet like an institution. This means reviewing your expenditures periodically to account for personal spending habits, as well as external factors like market performance and inflation. According to Terry Sylvester Charron, national family wealth advisor team …

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223 The Biggest Opportunities For Real Estate Investors In Today's Market! 28:51

2y ago28:51

28:51

The Biggest Opportunities For Real Estate Investors In Today's Market! Visit our website: https://carolinahardmoney.com Join the Carolina Capital team LIVE every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! In this episode, Bill Fairman and Jonathan Davis give additional insight into the cur…

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222 State of the Real Estate Industry! | REI Show - Hard Money for Real Estate Investors 29:09

2y ago29:09

29:09

State of the Real Estate Industry! | REI Show - Hard Money for Real Estate Investors Visit our website: https://carolinahardmoney.com Join the Carolina Capital team LIVE every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! This week Wendy Sweet & Jonathan Davis will be discussing the current S…

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221 Current Market Trends & Residential Real Estate Forecast | Hard Money For Real Estate Investors 37:29

2y ago37:29

37:29

Visit our website: https://carolinahardmoney.com Join the Carolina Capital team LIVE every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! This week, Leon Barnes joins Bill Fairman to discuss the current trends and what to expect in residential Real Estate going forward in the next year. Leon i…

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For Lenders, It's The Little Things That Matter The Most #shorts 0:30

2y ago0:30

0:30

Did you know that if the heat source in your house is different from all the other comps that are on your appraisal, that lender has a problem with it? It’s the little stuff you don’t realize you really need to realize how they work. Lenders have problems with things. They want to make sure that when they take back the house they can sell it fast a…

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The Thing About Appraisal #shorts 0:39

2y ago0:39

0:39

When people open up an appraisal the first thing they do is look at the price. If it is a price you like then it was good. But did you know there are other things in an appraisal that can tell you this is not a good deal even if the numbers work? Appraisal tells you everything about the house. Carolina Capital is a hard money lender serving the nee…

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The Need For A Third Party Contractor? #shorts 0:18

2y ago0:18

0:18

If you got a house on a dirt road and you are trying to get a conventional loan on it, did you know that you have to have a third-party contractor, that’s everybody’s agreed to, that’s actually taking care of that road on a regular basis or they won’t do the loan? #shorts Carolina Capital is a hard money lender serving the needs of the “Real Estate…

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