“The Sage Investor helps wealth builders achieve freedom through wisdom, not speculation, by mastering cashflow, protecting the downside, and creating a legacy that lasts. ” -Brian Spear
New episodes every Tuesday
Recent Episodes
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After the Exit: Turning a Business Sale Into Passive Cash Flow for Generations | Ep. 38
Read More: After the Exit: Turning a Business Sale Into Passive Cash Flow for Generations | Ep. 38Almost overnight, Travis Wallace went from private schools and weekends at the ranch to his family struggling to stay afloat. Midway through his childhood, Travis’s wealthy grandfather passed away, leaving…
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Asset Management 101: Spotting Six-Figure Opportunities in Your Portfolio | Ep. 37
Read More: Asset Management 101: Spotting Six-Figure Opportunities in Your Portfolio | Ep. 37Every property has a piece to play in your portfolio. A great deal might not be a great fit for what you’re trying to achieve, so how do you know…
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3 Frameworks That Create Durably Wonderful, Cash-Flowing Businesses | Ep. 36
Read More: 3 Frameworks That Create Durably Wonderful, Cash-Flowing Businesses | Ep. 36Too many entrepreneurs have a great business idea, but no real business strategy. You could create a revolutionary new product or service, one with massive potential for demand, but it…
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From Landlord to LP After Realizing He Only Had So Many “Christmases” Left | Ep. 35
Read More: From Landlord to LP After Realizing He Only Had So Many “Christmases” Left | Ep. 35Time can make you wealthy, but the same time ticking away is the wealth once you’re ready to retire. While compound interest trades time for growth, passive investing gives you…
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5 Questions to Ask Before Your First Passive Investment | Ep. 34
Read More: 5 Questions to Ask Before Your First Passive Investment | Ep. 34Passive investing opportunities have become significantly more accessible in the past decade. Instead of what was once a closed-off country club type of exclusivity in private real estate investing, the…
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The “Trap” That Costs High-Income Earners Decades of Freedom | Ep. 33
Read More: The “Trap” That Costs High-Income Earners Decades of Freedom | Ep. 33One word changed David Phelps’ life in an instant. “Leukemia.” At the peak of his career, earning a high income and owning his own dentistry practice, his daughter, just a…
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Extreme Ownership: Why Personal Responsibility Breeds Better Outcomes | Ep. 32
Read More: Extreme Ownership: Why Personal Responsibility Breeds Better Outcomes | Ep. 32This is the most expensive mistake in investing. A deal goes sideways and your return shrinks. Who do you blame first? Your partners, the market, your management team, your residents—there’s…
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A Single Mobile Home Park Bought Me 3 Decades of Freedom | Ep. 31
Read More: A Single Mobile Home Park Bought Me 3 Decades of Freedom | Ep. 31A single mobile home park investment changed Kip Lewis’s life forever. He knew nothing about mobile home park investing and had never even thought of the asset class before, but…
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Fractional vs Full-Time CFO – How to Unlock New Levels of Financial Clarity Like We Did | Ep. 30
Read More: Fractional vs Full-Time CFO – How to Unlock New Levels of Financial Clarity Like We Did | Ep. 30Most real estate businesses use accounting as a way to confirm what they already know, or, at the very least, pay their taxes. But the best businesses, those in the…
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How the Ultra-Wealthy Use SDIRAs to Build $10M+ (Tax-Free) Retirements | Ep. 29
Read More: How the Ultra-Wealthy Use SDIRAs to Build $10M+ (Tax-Free) Retirements | Ep. 29There’s $50 trillion sitting in retirement accounts—almost all of it tied up in stocks, index funds, mutual funds, and bonds. Their returns? Around 4% – 10%. The ultra-wealthy’s returns on…