

Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors
Ryan Miller
Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investment funds that won the game, and how the top 0.01% made it, then this show will give you the answers!
Episodes
Mentioned books

Jun 19, 2023 • 22min
Inside Look: The Secrets to Successfully Launching Your First Startup
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"What would you ask if I gave you a few min to speak with a seasoned entrepreneur with 7 startups under his belt as well as a 2-time Wall Street Journal best seller? What would he tell you on starting and running a business. I promise you, it’s probably not what you think. In this weeks episode of Making Billions, I bring on Brian Will. WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Brian Will, author of the Wall Street Journal and USA Today bestselling book "The Dropout Multi-Millionaire". Starting his entrepreneurial journey in his early 20's, Brian has created or co-created seven highly successful companies across four different industries in the last thirty-five years, with a peak combined value of over a half a billion dollars. [THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital, https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising overSupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Jun 12, 2023 • 37min
A Breakthrough Method to Unlocking $11 Trillion of Capital
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"The question I get asked the most is how do I raise money for my startup or investment fund? Well, my friends, I’ve got a gift for you. In this week's episode of Making Billions, my friend John Bowens is going to teach you how to access an $11T pool of unused cash from investors and funnel it into private investments while providing tax efficiencies for your investors. Leveraging new capital while funding your private deals are all critical skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: John Bowens is the Director, Head of Education and Investor Success at Equity Trust Company. In his travels across the U.S. and virtually, he has trained 60,000 investors during more than 400 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what investors know best. John contributed to the book “Self-Directed IRAs: Building Retirement Wealth Through Alternative Investing” with Equity Trust Company Founder Richard Desich, Sr.[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Jun 5, 2023 • 32min
Founder Reveals Proven $60M Secrets for Global Fundraising
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Do you get nervous or frustrated at the thought of raising capital from investors? Do you wish you had someone to give you their playbook to discuss where to find it and how to accelerate your fundraising efforts?In this week’s episode of Making Billions, I bring on my dear friend Adam Jason. Adam is a recovering attorney who has launched his career in the startup realm. His efforts have yielded him $60M in capital from over 400 investors. Raising Capital while loving on your investors are all critical skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Adam Jason is a partner at Legacy Group; a $50M US investment firm that focuses on alternative investments within the Latin American markets. He has advised Fortune 500 companies and investment banks, including Goldman Sachs, JP Morgan, and Morgan Stanley, through IPOs and offerings of debt and equity securities exceeding an aggregate of $10 billion [THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

May 29, 2023 • 27min
Unveiling the Billion Dollar Launch Formula: Founder's 5 Secrets Revealed!
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey Founders, have you ever had a brilliant idea but had no clue where to start? In this week's episode of Making Billions, I bring on my dear friend Fred Cary. Fred has built multiple companies taking them to IPO, Acquisitions, and more. Join Fred and me as we discuss how his company, Idea Pros, has received over 100,000 applications and how only 400 made it into his program. Fred is about to drop some wisdom on how to launch a company and what investors are really looking for in a pitch, you don’t want to miss it. Building phenomenal companies while pitching the big idea are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Fred Cary is the founder and CEO of IdeaPros, a company that helps entrepreneurs to go from ideation to launch. Not only has he launched multiple companies producing an aggregated value in excess of $1B for him and his partners. His work has landed him in Forbes, USA Today, and Entrepreneur Magazine as one of their shining stars.[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

May 22, 2023 • 38min
Secrets of the Ultra-Rich: Building Massive Wealth Using Art
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Look, building wealth can require you to take on new and creative ways to develop and preserve your net worth. But did you know one of the secrets of the rich in building and preserving wealth is found in Art? This alternative asset class is a subtle yet powerful way to grow your net worth. In this week's episode of Making Billions, I bring on my dear friend. Maria Brito. Maria is a straight-shooting, NYC art curator that works with ultra-high-net-worth collectors and celebrities like Puff Daddy, and Gwyneth Paltrow. Working with professionals, and being creative in your wealth-building efforts are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Maria Brito has 13 years of experience as an art advisor after leaving her career as a corporate attorney in a big law firm in New York City. She has acquired more than $100M in art for her clients, which include celebrities such as Sean “Diddy” Combs, Gwyneth Paltrow, CEOs of Fortune 500 companies, hedge fund portfolio managers, investment bankers, private equity firm partners and more. Art has been known to perform differently than traditional investments such as stocks and bonds. [THE HOST]: Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

May 15, 2023 • 18min
How Digital Due Diligence Can Make or Break Your Private Equity Investment Game!
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Are you an aspiring Private Equity or Venture Capital investor? Do you want to jump into buying and selling businesses? If that’s you, then I have a question: How is your due diligence process? Do you have a way to explore value creation or destruction from digital aspects of a business?Well in this week's episode of Making Billions, I bring on my Dear friend Antonella Pisani. Antonella is the Founder and CEO of EyeFul Media. They work with private equity and venture capital investors to conduct digital due diligence on companies. You’re gonna want to listen all the way to the end where Antonella reveals some of the key areas to focus on as well as how she saved a client from suffering a 40% decline in their potential investment.Buying companies, finding hidden value from Due Diligence, and avoiding 40% losses are all skills we need in our pursuit of Making Billions. Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Antonella Pisani has more than 25 years of marketing and digital experience. Prior to starting Eyeful, she held VP and SVP roles at companies including Proflowers, Guitar Center, JCPenney, and Fossil where she managed annual marketing budgets up to $100 Million. [THE HOST]: Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

May 8, 2023 • 37min
Founder's $700M Secret: Insider Strategies to Explode Your Revenue - Travis Steffen - Growth Team
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey founders, have you ever wondered how the best-in-class entrepreneurs approach growth that makes Venture Capital Investors line up to work with you? Well in this week’s episode of Making Billions, I bring on Travis Steffen. Join Travis and me as he discusses how he grew his 8 startups from inception to exit granting him over $700M in exit value. Growing your business, and working with professionals are all critical skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Travis Steffen a serial entrepreneur with 8 successful exits to date across a variety of industries. He's gotten companies onto the Inc 500, is a published business author, and has either written for or been written about in the top business publications on Earth. [THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital, https://www.fundraisecapital.co where his strategies Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

May 1, 2023 • 51min
$40B Fund Manager on Looming Economic Crisis
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Do you get the sense lately that there is a lot of risk in the markets? Do you wish you had someone with a mountain of knowledge to help you see it and know how to manage it? With so much volatility and systemic risks baked into the markets, how do you navigate it to dance around the risks to elevate your investing game? In this week's episode of Making Billions, I bring on my dear friend Kristof Gleich. Kristof is the President and Chief Investment Officer of a $40B investment firm called Harbor Capital. Join Kristof and me as we discuss the current crises in the market and what you can do to prepare for it now. Managing risks, understanding economics, and allocating your investments properly are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Kristof is the President & Chief Investment Officer at Harbor Capital Advisors, a $40B investment fund out of Chicago. This means Kristof has an expert-level view of markets, economics, and Making Billions from investing. [THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance compaSupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Apr 24, 2023 • 30min
David Meltzer Shares His Top Business Growth Strategies
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Have you ever felt like your career, company, or leadership is not where it should be? Perhaps you struggle to find people that believe in your vision. In this week's episode of Making Billions, I bring on my Dear Friend David Meltzer. David is a best-selling author, speaker, and content creator. He's the former CEO of Lee-Steinberg Sports and Entertainment company which was the inspiration for the movie Jerry Maguire. What this means is David is about to drop some major wisdom on us on building a career, promoting a compelling vision, and finding the right people to support you every step of the way. Doing these things are all critical skills we need, in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.comEmail David and get his latest book for free:David@dmeltzer.com[THE GUEST]: David is the Co-founder of Sports 1 Marketing and formerly served as CEO of the renowned Lee-Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. His mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing…VALUE. He is a three-time international best-selling author, a Top 100 Business Coach, the executive producer of Entrepreneur‘s #Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Apr 17, 2023 • 29min
Protect Your Cash With Hidden 831(b) Protection For Catastrophic Risks - Van Carlson
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Do you ever get the sense that there is more risk out there than ever before? No, I do. So if that's you, then I have a treat for it. In this week's episode of making billions I bring on Van Carlson. Van is an international expert on a corner of the tax code called 831b. Beat. So what this means is that Van helps businesses and funds, reduce the risk, increase their assets, and optimize their taxes all from implementing this one powerful tool in the US tax code. Preparing for unexpected risks, improving tax profiles, and optimizing profit margins are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and-mid-sized business owners, SRA positions its clients at the forefront of their industry, allowing them to weather any storm. [THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance companySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.