Win Make Give with Ben Kinney

Latest Episodes:

Sneak Peek: Exciting Things to Come in Win Make Give Season 4! Oct 20, 2023

Show notes

In Win Make Give Season 4, hosts Ben Kinney, Bob Stewart, and Chad Hyams continue sharing the secrets to maximizing your Health, Wealth, Leadership, and Legacy. Tune in every Monday and Friday for inspiring guests, captivating conversations, and much-anticipated discussions about real estate investing and Chad's new e-books. Prepare now by subscribing to Win Make Give on your favorite podcast listening app!

We want to talk about the things that matter to you most! If there's a topic you want to learn more about, please let us know on the Win Make Give Facebook page.

In this episode, we cover the following:

Intro to Season 4 [00:00]
How far Win Make Give has come [1:05]
What to expect in Season 4 [1:45]
Tell us what you want to learn more about [4:58]
Deep gratitude to all of our listeners [6:54]

Resources discussed in this episode:

Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/

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REPLAY - Wealth Series 2.0 - Episode 17 - Commitment Oct 16, 2023

Show notes

*The giveaway has now closed. With all the knowledge you've gained in Wealth Series 2.0, it's time to commit to healthy financial habits. In the final episode, Ben Kinney, Bob Stewart, and Chad Hyams discuss key takeaways and the importance of applying what you've learned.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional guidance from someone authorized to provide investment and retirement consulting.

In this episode, we cover the following:

Defining wealth and building healthy financial habits [1:37]
Continuing your journey with Win Make Give [3:10]
Recap of Wealth Series 2.0 [5:24]
Chad's key takeaways [11:30]
Bob's key takeaways [14:14]
Ben's key takeaways [16:07]
Knowing your numbers [22:12]
Paying fewer taxes and investing smartly [24:04]
Creating a wealth plan and retirement strategy [24:38]
Recapping tools and strategies [26:19]
Reflections on Wealth Series 2.0 [39:44]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 17 at https://winmakegive.com/wealth-part-17/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 16 - Impact Oct 13, 2023

Show notes

*The giveaway has now closed. Wealth Series 2.0 has impacted the spending, saving, and investing habits for listeners of all ages. In episode sixteen, Bob Stewart and Chad Hyams interview three participants to learn their key takeaways and action plans for building wealth.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

Discovering the impact of Wealth Series 2.0 [1:37]
Being in control of your spending, saving, and investing [4:58]
Shifting your money mindset [6:00]
Completing the series in full [7:30]
Finding support [9:11]
Making time to find ways to save [12:14]
Spending, saving, and investing habits [20:04]
Reassessing purchasing habits [29:24]
Finding ways to make saving easier [30:37]
Learning all you can about wealth building [33:31]
Chad and Bob's reflections on Wealth Series 2.0 [39:44]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 16 at https://winmakegive.com/wealth-part-16/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 15 - Advanced Tax Strategies Oct 09, 2023

Show notes

*The giveaway has now closed. Did you know the tax code offers multiple incentives that anyone, not just the wealthy, can use to reduce their tax burden? In episode fifteen of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk with tax consultant, CPA, and Rich Dad Advisor® Tom Wheelwright about his newest book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make," and how certain activities earn sizeable tax deductions.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

Educating yourself about the tax codes [1:30]
Partnering with the government [5:56]
What does it really mean to pay less tax? [8:32]
Tax deductions with traditional retirement accounts [10:49]
Benefits of using non-qualifying retirement plans [14:30]
Tax deductions using stocks [18:30]
Donating stocks and donor-advised funds [18:40]
Why the government wants you to invest in real estate [22:15]
Buying investment properties [23:10]
Standard and bonus depreciation [26:38]
Benefits of a 1031 exchange [36:02]
Homeownership and tax-free investing [37:45]
Tax strategies for business ownership [39:30]
Tax benefits of hiring your children [40:30]
Deducting business expenses [41:48]
Section 1202 tax gain for small business stock [44:45]
Home office deductions [46:10]
Tax incentives for energy [47:33]
Reducing your taxes by using the tax laws [52:56]
One sign of a good tax advisor [55:55]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 15 at https://winmakegive.com/wealth-part-15/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 14 - Pay Less Taxes Oct 06, 2023

Show notes

*The giveaway has now closed. There is a way to pay fewer taxes legally. In episode fourteen of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk about tax incentives and how certain activities earn sizeable tax deductions.

In this episode, we cover the following:

Taxes are your largest single expense [1:53]
Understanding how tax incentives work [5:14]
Taxable income exercises [13:51]
Tax benefits of hiring your children [34:47]
Tax benefits of owning real estate [38:45]
Tax benefits of retirement accounts [40:18]
Tax deduction strategies [40:51]
Reducing taxable income exercises [42:07]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 14 at https://winmakegive.com/wealth-part-14/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 13 - Business Investing & Ownership Oct 02, 2023

Show notes

*The giveaway has now closed. Investing or owning a business is a great way to generate wealth and benefit from business-related tax incentives. In episode thirteen of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams discuss how business ownership can increase your income and net worth.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

The business bucket [0:33]
Benefits of owning a business [3:11]
Ten things every business needs [8:24]
Investing in a business [13:00]
Majority and minority ownership [14:03]
Lessons about partnerships [17:19]
Generating profits and building enterprise value [19:36]
Six different ways to value a business [22:28]
Tax benefits to owning a business [29:07]
Some of the top franchises in the U.S. [31:47]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 13 at https://winmakegive.com/wealth-part-13/
Creating Your Own Mission, Vision, and Values: https://apple.co/3Rrl04d
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 12 - Advanced Real Estate Strategies Sep 29, 2023

Show notes

*The giveaway has now closed. One of the most impactful wealth-building strategies is learning how to assess potential real estate investments. In episode twelve of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams speak with seasoned real estate investor Brian Gubernick, who shares his checklist for exploring new markets plus strategies to structure investment deals.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

Brian's first real estate investment [5:40]
Figuring out a strategy [8:02]
Understand why you are investing [10:04]
Cash flow, appreciation, and equity [11:09]
Investing locally and out of state [13:33]
Government jobs and property regulations [18:58]
Hospital jobs and access to health care [22:12]
Higher education jobs and student renters [24:15]
Researching migration patterns [26:28]
School systems [31:30]
Rents versus current values [32:38]
1% rule scenario [34:02]
Tucson deal [36:06]
Added value tips [43:40]
Budgeting financially and mentally [46:17]
Birmingham deal [46:15]
Establishing relationships with local banks and agents [51:38]
BRRR method [53:01]
Mobile home creative finance deal [54:01]
Ben's list of real estate investing books [1:07:51]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 12 at https://winmakegive.com/wealth-part-12/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 11 - Real Estate Investing Sep 25, 2023

Show notes

*The giveaway has now closed. One of the most popular ways to grow wealth is by investing in real estate. In episode eleven of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams discuss the benefits of real estate investing and share easy-to-use models to generate passive income that "flips the triangle."

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

Real estate bucket [1:15]
Real estate appreciation [3:20]
Reducing the principal [5:36]
Tax benefits of real estate [6:05]
Generating cash flow [6:32]
Mortgage calculator exercises [7:37]
Value of homeownership exercises [8:35]
Ben's 5 & 10 home investing models [12:36]
5 & 10 home investing models worksheet and examples [17:12]
Committing to being a long-term investor [18:00]
Becoming an educated investor [21:29]
Types of financing [22:20]
Financing terms to know [30:30]
Adding value and earning cash flow [35:41]
Cash-on-cash return [39:15]
Home appreciation vs. paying down the mortgage [42:35]
1031 exchanges [44:40]
Calculating cap rate [46:46]
Ben's recommended real estate investing books [59:01]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 11 at https://winmakegive.com/wealth-part-11/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 10 - Financial Instruments Advanced Strategies Sep 22, 2023

Show notes

*The giveaway has now closed. A financial advisor can take your wealth-building plan to the next level. In episode ten of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk with Goldman Sachs Private Wealth Advisor Molly English about the benefits of working with a financial advisor and advanced investing strategies.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

Recap of financial instruments episode [00:55]
Deeper dive into financial instruments with a pro [1:58]
How Molly English supports wealth planning for her clients [5:05]
Goldman Sachs service levels [6:55]
Benefits of working with a financial advisor [9:02]
Questions to ask your financial advisor [9:39]
Fee structure [13:30]
Investing and using compound interest [16:55]
How inflation drives the need for more purchase power [17:36]
Four places money can go and the advisor's job [18:44]
Satisfying the lifetime spending endowment first [19:43]
Navigating volatile financial times [22:15]
S&P 500 index examples [23:45]
Rebalancing, reacting, and compounding [26:07]
Diversifying investments into different asset classes with example [29:05]
Balancing fixed income & equities [31:30]
Investing in bonds [32:16]
Investing in equities (US & non-US) [33:20]
Ben's investment allocation [35:15]
Applying the 4% rule to your portfolio [36:59]
Ben's strategy and potential future allocations [38:10]
Investing in private equities [41:25]
Loss harvesting [42:48]
Tax loss harvesting tied to an index fund [45:31]
Beta plus strategy [50:09]
Structured note strategy [53:45]
Put writing strategies [54:09]
Molly's path to becoming a wealth advisor [58:10]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 10 at https://winmakegive.com/wealth-part-10/
Listen to Wealth Series 2.0 Episode 6 Compound Interest: https://apple.co/44XRdDc
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

Ben Kinney: https://www.BenKinney.com/
Bob Stewart: https://www.linkedin.com/in/activebob
Chad Hyams: https://ChadHyams.com/
Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network

REPLAY - Wealth Series 2.0 - Episode 9 - Financial Instruments Sep 18, 2023

Show notes

*The giveaway has now closed. By diversifying your investments, you're not just guarding your wealth, but giving it room to grow strategically. In episode eight of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams discuss investing strategies for stocks, bonds, index funds, 401(k)'s, IRAs, and 529 plans.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

Recap of the buckets of wealth and cash reserves [1:55]
Investing in the stock market or similar [4:45]
Types of financial instruments [6:28]
Diversifying your buckets [4:00]
Cash or cash equivalents bucket [4:44]
Financial instruments bucket [4:56]
Investing in stocks [7:59]
Investing in index funds [13:43]
Investing in bonds [22:10]
Warren Buffett's 90/10 rule [25:22]
Bond penalties and strategies [26:04]
Investing in retirement accounts [28:53]
401(k) accounts [32:38]
Examples of invested amounts at certain ages [35:23]
The secret to being rich [38:17]
Investing in IRAs [40:37]
Investing when you are self-employed [44:59]
Tax benefits of HSAs [47:04]
Tax benefits and investing in a 529 plan [48:05]

Resources discussed in this episode:

Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
Download the workbook and resources for Episode 9 at https://winmakegive.com/wealth-part-9/
Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts: