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Episode 41: Tom Wheelwright – Making the New Tax Laws Work for You

Today I interviewed Tom Wheelwright, he is the Founder and CEO of WealthAbility.  Tom’s early career was focused on developing training courses teaching CPA’s Tax Law and began his career at Ernst & Whinney, known today as Ernst & Young.  Thus, we are both alum, but at different times and different capacities.

Tom, then started his own firm and acquired an accounting firm.  His company has grown significantly over the years.  Last year Tom and his partner decided they wanted to help more people around the globe, therefore, they decided to build a network of accounting firms to focus on Entrepreneurs and Investors in which Provision is one of the firms in the network.

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Episode 38: Keith Weinhold – Get Rich With Real Estate Investing

Keith talks about how we are the architect of our own lives and why you should figure out what life you want. His first ever purchase was a four-plex where he lived in one unit and rented out the others. He discusses how a mortgage for this is quite easy to obtain.

Being wealthy is a choice which he discovered from the Rich Dad Poor Dad series of books. You need to think differently. Poor people work for their money, and they have nothing left to invest. Middle-class people just look for ways to get their money to work for them, but that doesn’t build wealth. To truly get rich you need to get other people’s money to work for you.
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Episode 32: Jerry Huang – Energold – A Mining/Natural Resource Company with Cash Flow

Jerry discusses Energold Drilling Group they provide drilling services in 24 countries and have over 270 rigs. They drill for oil and gas, geotechnical, mining, and water. They are the biggest drilling company in Mexico, and they also drill in Africa and Asia. They have been in business since the late 1990’s. They have diversified away from just mining in 2012. Overall this diversification has helped them avoid problems in the latest downturn in oil & gas. Their company provides the tools and experience to develop resources.
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Episode 29: Adrian Day – Natural Resources – The Asset Class on Sale

Adrian is President & CEO of Adrian Day Asset Management they personalize their investor’s holdings to meet their clients underlying needs. Different clients have different stocks with their firm, and for that reason, the performance will be different. They manage accounts globally and hold equities from around the world. They also invest in smaller market cap companies but are very careful with their due diligence.

Many gold mining companies have written off billions of dollars in assets that were purchased at high prices. There are exceptions like Franco Nevada who held onto their funds and did a buying spree when prices were low. Many companies don’t work with the underlying financial cycles. There seems to be a direct correlation between management payroll and assets being written off.
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Episode 28: Collin Kettell – Moments with Collin from Palisade’s At Jekyll Island

Collin is a founder of Palisade Global Investments Ltd. a company that is focused on the junior mining sector. He explains that junior miners are similar in many ways to new technology companies. Some of them become very successful in making new discoveries however many will fail. Larger mining companies need to replenish their in the ground assets and they often accomplish this by purchasing these smaller companies after they make discoveries.
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Episode 25: Gaining Knowledge Rapidly in any Industry/Asset Class

So many people inquire how I am able to learn about an industry/asset class. One way is by attending the leading industry conferences. The dominate conference is that of Cambridge House International lead by Jay Martin. Therefore, while in Vancouver I was able to spend time with Jay to let him share more about his company and how you can benefit.

Jay discusses how the Cambridge House company got started as the Diamond Investment Conference in 1993 by his father Joe Martin. He took over the reins from his father in 2010 and expanded the business during the Bear Market. His team works very hard to make things work in one of the worst markets. Their operation is very lean and efficient.
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Episode 24: An Aussie Real Estate Investor Dominating the US Multifamily Apartment Sector

Reed Goossens founded RSN Property Group here in the US and has been hitting it out the ballpark.

Reed compares the various real estate markets of the United States with his home country of Australia. He really encourages Americans to take advantage of the many opportunities that are available to those in the United States.
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Episode 23: The Lancaster Men – Successful Investing like the Amish/Mennonite

Gena introduces three amazing men from Lancaster, Pa. They are Peter Zook, Marcus Zook, and Matt Byler. They are all investors in several asset classes and successfully run businesses.
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Episode 22: Eric Tait – Financial Freedom Thru Accredited Investing

Eric is a physician and is invested in real estate, thru hotels, small apartments, and single-family homes. He is also the founder and fund manager of Vernonville Asset Management. He wanted to diversify his income beyond the stock market. He looks for market problems with which to offer opportunities through teams of competent people. He feels diversifying across asset classes, and geography is essential.
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Episode 21: Bill Sheriff – Golden Predator

Bill discusses the company Golden Predator where he is chairman and his wife is C.E.O. They both work in different parts of the company. He focuses on geology while she handles the corporate affairs. He discusses their Three Aces Project located in the Yukon.
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