Passive Wealth Principles

Latest Episodes:

Adam Jason and Cole Shephard | Investment Opportunities with High Social and Environmental Impact in Latin America Jul 26, 2022

Show notes

Private equity investors and world travelers, Jake’s guests on today’s episode have an amazing story and many interesting things to share with you.

Adam Jason and Cole Shephard are partners at The Legacy Group, an alternative asset manager focused on Latin America investing with a social and environmental impact.

In today's episode of the Catching Knives podcast, you will find out a little bit about Adam Jason & Cole Shepard’s background, how they met and what they do today.

You will discover how they created Legacy Group and what the company is doing today.

They will talk about the explosion in investment capital in Latin America and the great opportunities they found in Columbia.

They will share interesting facts about the market trends in Latin America and some predictions for future opportunities.

You will also find out how NFTs work and why they are going to remake the entire business world.

Listen now and enjoy!

What You’ll Learn in this Show:

A little bit about Adam Jason & Cole Shepard’s background, how they met and what they do today
How Adam and Cole created Legacy Group and what is the company doing
The great opportunities Adam and Cole found in Latin America
Market trends in Latin America today and some predictions for future opportunities
Why Latin America is the freest part of the planet at this moment
How NFTs work and why they are going to remake the entire business world
And so much more...

Resources:

@legacy-group.co

Legacy Group Website

Adam’s Linkedin

Cole’s Linkedin

adam.j@legacy-group.co

cole.shepard@legacy-group.co

What I Learned (Jesse Burrell) Jul 22, 2022

Show notes

In this new “What I Learned...” episode of The Catching Knives Podcast, Jake Harris discusses his enlightening interview with Jesse Burrell and shares his most memorable takeaways.

You will find out what were the challenges Jesse faced when getting into house flipping.

You will discover how Jesse became successful in real estate and how skip tracing became his favourite marketing strategy.

You will learn how Jesse created Batch Leads and why his company is so important in the real estate world.

You will also find out what are the systems Jesse is implementing that may lead his company to a billion-dollar valuation

Listen now and enjoy!

What You’ll Learn in this Show:

The challenges Jesse faced when getting into house flipping
How Jesse became successful in real estate and how skip tracing became his favorite marketing strategy
How Jesse created Batch Leads and why his company is so important
The systems Jesse is implementing that may lead his company to a billion-dollar valuation
And so much more...

Jesse Burrell | The REI Data King Jul 19, 2022

Show notes

Over the past few years, the real estate investment industry has become extremely competitive and investors must use every tool at their disposal to differentiate themselves from the rest.

For Jesse Burrell, Co-Founder and Owner at BatchLeads, this meant using data to pinpoint homeowners and target them effectively.

Also called the "REI Data King", Jesse is known for opening up new opportunities for real estate investors. Using big data and his skip tracing toolkit, he was able to speed up a process that used to take days or even weeks, giving real estate investors effective tools to find and close deals.

On today's episode of the Catching Knives podcast, Jesse drops a tremendous amount of nuggets, knowledge bombs, and useful tips.

You will find out how Jesse built a tech SaaS company from scratch and grew revenue to 60 million in three years.

Jesse will also talk about some of his failures and the lessons he learned from these experiences.

He will explain what the difference between customer experience and customer service is, and which one is better.

Jesse will share his opinion on crypto, the stock market, and NFTs, and he will also talk about his plans for implementing a billion-dollar valuation for his company.

Listen now and enjoy!

What You’ll Learn in this Show:

How Jesse built a tech SaaS company from scratch and grew revenue to 60 million in three years
Jesse’s opinion on crypto, the stock market, and NFTs
Some of Jesse’s failures and the lessons he learned from these experiences
Customer's experience vs. customer service
Jesse's plans for implementing a billion-dollar valuation for his company
And so much more...

Resources:

Jake’s Instagram

Jakes’s Linkedin

Batchleads.io

Book: “The Five Dysfunctions of a Team: A Leadership Fable”

Book: “Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs”

What I Learned (Matt King) Jul 15, 2022

Show notes

In this new “What I Learned...” episode of The Passive Wealth Principles podcast, Jake Harris will break down his conversation with Matt King, the Chief Operating Officer/Chief of Staff for David Osborn, one of the largest real estate owners in the country.

With his unique skillset, Matt is basically the man behind most of David's operations, and the person who helped him significantly grow his net worth. That is why his name is actually used as a gold standard for what he does, every visionary dreams to have their own Matt King.

In this episode, Jake will summarise Matt's information and the insights he has gained from the conversation.

You will find out a little bit about Matt’s journey to success, how he met David Osborn, what was his first impression of him, and how he started working for him.

You will also learn more about what Matt does to help David be the best version of himself and how he helped him grow his net worth.

Jake will also talk about how creating action opens up more possibilities, and will share a few action items that Matt and his wife created that led them to success.

You will also find out what a vision board is and how it worked for Matt in achieving all of his goals.

Jake will also talk about how having a “servant mentality” can actually help you win in this next version of the world.

Listen now and enjoy!

What You’ll Learn in this Show:

A little bit about Matt’s journey to success and how he met David Osborn
How creating action opens up more possibilities
What is a vision board and how it worked for Matt in achieving all of his goals?
The “servant mentality” that always leads to success
And so much more...

Matt King | Why A Visionary Needs An Integrator Jul 12, 2022

Show notes

His name is used as a gold standard for what he does. Every visionary dreams of having their own Matt King.

He is the Chief Operating Officer/Chief of Staff for David Osborn, one of the largest real estate owners in the country.

Matt is the man behind a lot of David's operations, and his unique skillset actually helped him significantly grow his net worth.

In today's episode of the Catching Knives podcast, Matt shares his origin story and how his vision led him to become part of a nine-figure family office.

He will talk about who introduced Matt to David Osborn and what was his first impression of him.

He will reveal how he became the chief everything officer for David Osborn and what are the most important skills an integrator needs.

He will talk about the importance of getting out of your comfort zone and he will share a unique way to do it.

He will also talk about some of his failures, the important lessons he learned from his mistakes and much more.

Listen now and enjoy!

What You’ll Learn in this Show:

Who introduced Matt to David Osborn and what was his first impression of him?
How Matt became the chief everything officer for David Osborn
How Matt helped David Osborn significantly grow his net worth
The importance of getting out of your comfort zone and a unique way to do it
And so much more...

What I Learned (Logan Fullmer) Jul 08, 2022

Show notes

In this new "What I Learned..." episode of The Catching Knives Podcast, Jake Harris will break down his conversation with Logan Fullmer and share his key insights with you.

You'll learn how Logan became successful in the real estate business.

You'll learn why Logan targets "problem properties" and what he uses in his office to solve said problems.

He will also talk about Logan's project, the Gibb's Mansion.

Listen now and enjoy!

What You'll Learn in this Show:

Logan's approach to real estate investing.
How Logan's family dynamics have contributed to his successful real estate career.
Why it's important to trust your intuition.
A proven real estate principle.
And so much more...

Logan Fullmer | Solving Title Problems To Unlock Property Value Jul 05, 2022

Show notes

Every house, every property has a history. And sometimes a very complicated one.

"Dirty deeds", title problems are common in real estate investing. And to unlock the value of some of these properties an investor needs a next-level skill set.

There is a handful of people in the US that have this advanced knowledge. One of them is Logan Fullmer, Jake Harris’s guest on today’s episode.

Logan Fullmer is a real estate investor with experience in many types of non-traditional deals. Undivided interest transactions, curative title work, dispute resolution, rezoning, subdividing are some of them.

He is an expert in fixing title problems, a master in finding solutions for dirty deeds, a successful investor who unlocks value through solving problems.

He is also the owner of an impressive historical Gibbs home and a father who applies his real estate investing knowledge in his kid's education.

On today's show, Logan Fullmer shares some of the insights he's gained along the way in his real estate career.

He talks about his amazing journey from the oil field to real estate investing and how he started doing dirty title investments.

He also reveals a sophisticated and healthy way of looking at investing, the way you can buy a property at 20 cents on the dollar and much more!

Listen now!

What You’ll Learn in this Show:

Logan Fullmer’s journey from the oil field to real estate investing
A sophisticated and healthy way of looking at investing
How did Logan start doing dirty title investments?
The way that you can buy property at 20 cents on the dollar in today's ultra-competitive high valued real estate world
How Logan uses his real estate investing knowledge in his kid's education
The Gibbs mansion story. How Logan gave a new life to a historical Gibbs home in Government Hill
And so much more...

Resources:

Facebook: Logan Bentley Fullmer and Asset Resolution Partners

Email: logan@arpusa.com

Website: www.arpusa.com

Foreclosed on and mostly forgotten, this 19th century San Antonio home has a new lease on life

New life given to historical Gibbs home in Government Hill

How to Win Friends & Influence People, Dale Carnagie

What I Learned (Christian Mack) Jul 01, 2022

Show notes

In this new “What I Learned...” episode of The Passive Wealth Principles podcast, Jake Harris will break down his conversation with Christian Mack, an enterprise software veteran, investment banker, private equity and family office leader who has he walked through the fires of operating and starting a business and took it to a nine-figure exit.

He also has grown undervalued enterprise software organizations into high-value ones. Under his leadership, the enterprise software company Lotus has delivered double-digit returns.

Christian has grown undervalued enterprise software organizations into high-value ones and under his leadership, the enterprise software company Lotus has delivered double-digit returns.

Under Christian’s leadership, the enterprise software company Lotus has delivered double-digit returns. Also, he has grown undervalued enterprise software organizations into high-value ones and

In this episode, Jake will synthesize the information provided by Christian along with the nuggets he has taken from it.

You will find out what Christian did in the late 90s to bootstrap his startup, as well as how he was able to make a nine-figure profit and then create his own family office.

You will discover what were the biggest lessons Christian learned through trial and error and also some interesting details about his methodology for enterprise software.

Jake will also dive into family offices, what are they, how they work and will also reveal how masterminds and mentors can change someone's life and career.

Listen now and enjoy!

What You’ll Learn in this Show:

What Christian did in the late 90s to bootstrap his startup
About Christian’s methodology for his enterprise software
Family offices: what are they and how do they work?
What Christian did to be able to make a nine-figure profit and then create his own family office
How masterminds how mentors can change your life and career
And so much more...

Resources:

Christian Mack | From Trial and Error Learning To A Successful Business

Christian Mack | From Trial and Error Learning To A Successful Business Jun 28, 2022

Show notes

The journey of a successful entrepreneur is usually a fascinating one, and most of the top achievers out there have a story full of valuable insights.

This is certainly the case of Jake Harris’s guest on today’s episode: Christian Mack, an enterprise software veteran, investment banker, private equity and family office leader.

Not only has he walked through the fires of operating and starting a business, but Christian has taken it to a nine figure exit.

He also has grown undervalued enterprise software organizations into high-value ones. Under his leadership, the enterprise software company Lotus has delivered double-digit returns.

On today's episode of the Passive Wealth Principles podcast, Christian Mack shares some nuggets of information about how to start and run a business and turn it into a successful one.

He also talks about how he learned from trial and error, how getting a mentor changed his life and career trajectory, and how he also felt the need to give back and share his strategies to help other people succeed in their business.

He also reveals what a family office is in his vision and how it works, how he has done 30 exits through his different funds in the team that he's assembled together, and much more.

Listen now!

What You’ll Learn in this Show:

How Christan started his business he's taken it to a nine figure exit
How Christian learned from trial and error
What is a family office and how does it work?
How getting a mentor changed Christan’s life and career trajectory
Giving back: How Christan helps other people to succeed in their business
And so much more...

What I Learned (Brett Swarts) Jun 24, 2022

Show notes

Jake Harris's insightful interviews on The Catching Knives Show are a great source of inspiration, knowledge, and actionable strategies.

In this new “What I Learned...” episode, Jake will break down his conversation with Brett Swarts to give you the most important takeaways to remember.

He will reveal some small snippets of what is a deferred sales trust and how you can utilize them to create a better position and gain future value.

He will talk about what Brett did to help some clients with cryptocurrency and how to utilize a deferred sales trust to never have to work again.

You will learn what are installment sales and how they work, what is the most effective way to create next-level tax strategies, what is a 1031 exchange and how the deferred sales trust gives an alternative to it and much more

Listen now and enjoy!

What You’ll Learn in this Show:

How can you utilize deferred sale to create a better position and gain future value
What is a 1031 exchange and how the deferred sales trust gives an alternative to it
The #1 tool for creating wealth, legacy, and generational type investment strategies
The best way to create next levels of tax strategies
And so much more...

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