The Wealth Without Wall Street Podcast

Have you ever wondered how the ultra-wealthy structure their investments to preserve and grow their wealth? In this episode, Tad Fallows, an expert in high-net-worth investing, joins Russ and Joey to discuss the strategies behind building $10M+ portfolios. Tad provides valuable insights into how top investors manage their wealth. He explains the mindset and practical steps that can turn passive income into substantial wealth, emphasizing the importance of strategic investing. For anyone looking to achieve financial freedom and build generational wealth, Tad's guidance on navigating complex investment decisions and leveraging high-net-worth strategies is a must-listen. This episode is packed with actionable tips, inspiring listeners to rethink their approach to investing and pursue opportunities that go beyond traditional methods. Whether you're an experienced investor or just starting out, Tad's advice can help you maximize your returns and optimize your portfolio for greater financial success.Top three things you will learn: -How high-net-worth investors manage and grow $10M+ portfolios with diversified strategies-The mindset and approach that successful investors adopt to manage their wealth-How to emulate successful high-net-worth investing techniques in their own financial strategiesAbout Our Guest:Tad Fallows is the co-founder and Managing Director of Long Angle, a private peer community for very-high-net-worth (VHNW) entrepreneurs, executives, and professionals across 45 countries. He offers profound insights into the investment strategies employed by VHNW investors, the importance of networking within the community, and the unique challenges and opportunities they encounter on their wealth-building journey.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Tad Fallows:-Website - LongAngle.com💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

Have you ever wondered how wealthy retirees ensure their legacy lasts for generations? In this episode, the financial coaches explore the hidden wealth strategy retirees are using to build and pass down generational prosperity. As traditional retirement plans and Wall Street methods lose their appeal, more retirees are turning to alternatives that offer greater control and a lasting legacy. The key? The infinite banking system, which uses life insurance policies to create a family banking system that can fund multiple generations.You'll learn how retirees are leveraging this system to provide financial stability, grow wealth, and pass it on without the pitfalls of conventional retirement methods. With real-life examples, the coaches break down how retirees can implement this strategy to secure their family’s future and leave a lasting financial legacy.Tune in to discover how you can start building generational wealth today, no matter your stage in life.Top three things you will learn:-How to use infinite banking strategies to build and preserve generational wealth-The importance of legacy planning for retirees -How to create a financial strategy that outlasts you and benefits future generationsDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

Have you ever wondered how you can make money in real estate without rushing through flips or facing massive risks? In this episode, Scott Jelinek joins Russ and Joey to share his proven method for building wealth through real estate investing by focusing on slow flips. Unlike traditional fast-paced house flipping, the slow flip strategy focuses on purchasing foreclosures, renovating them, and turning them into long-term cash-flowing properties. Scott discusses the steps involved in finding, purchasing, and improving foreclosures to create steady passive income. He highlights the benefits of this approach over quick flips, offering a more secure and reliable source of income without the usual risks. You'll learn how to avoid common pitfalls in real estate investing, how to select the best properties for slow flips, and why this strategy can provide lasting financial freedom. Whether you’re a seasoned investor or just starting out, this episode will provide valuable insights into building wealth through strategic real estate investments.Top three things you will learn: -How to turn foreclosures into profitable real estate investments-The importance of deferred cash flow in building long-term wealth-Why the slow flip strategy can offer a safer, more stable alternative to traditional flippingAbout Our Guest:Scott Jelinek is an entrepreneur and real estate investor. He started his first business, a vending machine route, at just fifteen years old and has owned and operated various businesses from tanning salons to hot dog shops, all while buying, selling, and renting properties. He has been investing in real estate since 1994 and has completed over 600 deals. Today, Scott uses his knowledge and experience to coach other real estate investors.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Scott Jelinek:-Website - wealthwithoutwallstreet.com/slowflip💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

Most entrepreneurs overpay for health insurance without realizing there’s a flexible, lower-cost option that fits their financial freedom plan.In this episode, the financial coaches break down one of the most misunderstood topics for entrepreneurs: the real differences between traditional health insurance and health sharing programs. They explain why many business owners feel trapped by rising insurance costs and how health sharing can offer a flexible, affordable alternative without sacrificing protection. Drawing on personal stories, including medical emergencies, major hospital bills, and the emotional support received during difficult moments, the hosts reveal how these programs work, what they cover, and how they compare in terms of cost and freedom. Listeners will learn how health sharing fits into a financial freedom plan, the lifestyle advantages it offers for remote workers and frequent travelers, and the qualification requirements every member must meet. Top three things you will learn:-The benefits of health sharing as an alternative to traditional health insurance-How to choose a health sharing plan that fits your needs-The cost-saving potential and flexibility of health sharingDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

What could be more terrifying than facing enemies on the battlefield or disarming a bomb? For military men, leaving the service can be more unnerving than combat because it means losing their identity and purpose. How can veterans overcome the fear of the unknown and build new paths to success after service?In this powerful episode, Jonathan Bates joins Russ and Joey to share his experience transitioning from the military and the challenges that came with leaving behind a structured environment. After 26 years of service and leaving the only life he knew, Jonathan discovered the importance of mentorship, business ownership, and defining his family’s vision. Jonathan discusses how his nonprofit, Patriot Growth Capital, is addressing the three major problems veterans face post-service. Through this organization, Jonathan empowers veterans and their families to step into business ownership, offering mentorship, financial backing, and a comprehensive training program. His approach bridges the gap between military service and civilian success, creating a pathway for veterans to grow and thrive.Top three things you will learn: -Understanding the mental challenges of transitioning from military service to civilian life-Building new skills and redefining your identity outside of the military-How to thrive in the civilian worldAbout Our Guest:Jonathan Bates, Lt. EOD, USN (Ret.), is a principal at Patriot Growth Capital. This company focuses on supporting veterans’ families by helping individuals become the best version of themselves while teaching them to own and operate businesses.Jonathan transitioned from a 26-year naval career as an explosive ordnance disposal technician to consulting to empower today’s youth and leaders. With over 16 years of experience in business coaching, private equity, and mergers and acquisitions, he has fostered organizational cultures rooted in the philosophy, “We think about you, so you can think about others.”Looking ahead, Jonathan has ambitions to complete 50 acquisitions annually and generate $1 billion in revenue to support American veteran families.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Jonathan Bates:-Website - https://atlvets.org/ and https://patriotgrowthcapital.com/💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

Jamie O'Brien, a financial coach with a focus on real estate, discusses the complexities of Indexed Universal Life (IUL) products in the realm of Infinite Banking. He highlights the hidden fees and risks associated with IULs that can undermine financial growth. The conversation delves into why whole life insurance offers more predictable wealth-building opportunities. The guests also explain how IULs can create tax bombs and lead to policy collapse, encouraging listeners to consider safer, guaranteed financial strategies instead.

We all want to achieve financial freedom, but there's no single path to getting there. What is the right way to go?In this episode, Russ and Joey have a heated debate about the best way to create passive income and achieve financial freedom. Though the duo has reached $50,000 per month in passive income, they completely disagree on how to do it. Russ advocates for investing in deals with long-term equity returns that may take years to pay off, while Joey emphasizes the importance of consistent monthly cash flow to cover expenses now. They also break down their passive income report for October 2025, sharing details of their investments that contribute to their impressive monthly cash flow. Tune in to better understand the key differences between cash flow-focused investments and long-term growth strategies. Top three things you will learn: -How different investor mindsets shape wealth-building strategies-Which investments actually produce predictable results-The possibility of earning both a monthly cash flow and long-term equityOctober 2025 Income At-A-Glance: -Gross Income for October: $64,050.56-Total Expenses for October: $13,535.31-Total Net Profit for October: $50,515.25-Difference b/t September & October: $6,431.25-% of net profit to overall gross revenue: 79%Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/pios👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

Are you curious about how banks make lots of money? In this episode, the financial coaches dive into one of the lesser-known financial strategies that banks use to build wealth: Bank-Owned Life Insurance (BOLI). While BOLI is typically utilized by financial institutions to create long-term, tax-deferred growth, the coaches break down how anyone can apply the same principles to their own financial strategies. They explain how BOLI provides financial freedom through tax advantages, compounding growth, and safe wealth accumulation. If you’re looking to build wealth in a way that outlives traditional methods, this episode is a must-listen. Top three things you will learn:-How banks leverage life insurance to build wealth and mitigate financial risks-Why bank-owned life insurance (BOLI) is a valuable strategy for personal finances-Practical steps to integrate the same strategies used by banks into your own financial planningDisclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

Are you looking for a unique and profitable investment opportunity? In this episode, Brandon Cobb joins Russ and Joey to discuss how to transform farmland into cash-flowing communities. As a co-founder of HBG Capital, Brandon shares insights into turning raw land into thriving residential areas that national homebuilders are eager to buy. He dives into the current market demand for entry-level housing, explaining the critical shortage and the opportunity for smart investors to profit by developing land for affordable housing. Brandon walks through the step-by-step process of land acquisition and entitlement, and explains how forced appreciation increases land value. He also discusses the benefits of working with national homebuilders and the importance of location and market research. Whether you're a real estate investor or looking to break into land development, this episode provides a roadmap for creating profitable communities and building long-term wealth.Top three things you will learn: -Land development as a profitable investment-Understanding the growing gap between renting and home ownership-Strategies for success in the land development marketAbout Our Guest:Brandon Cobb is the CEO of HBG Capital. He began his career in medical device sales, following the conventional path society laid out for him. After achieving early success in the corporate world, Brandon’s life took an unexpected turn when he was unexpectedly let go from his dream job. This event sparked a transformation, as Brandon realized he needed to take control of his own financial future.Determined to create a new path, Brandon ventured into life coaching, blogging, and launching a course on breaking into medical device sales, all of which ended in failure. However, he didn’t give up and turned to real estate investing. Brandon now specializes in developing affordable housing communities in Nashville, TN, while helping others achieve financial freedom and live life on their own terms by using real estate as a tool to unlock time and life experiences.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Brandon Cobb:-Website - https://www.hbgcapital.net/ and https://learnlanddevelopment.com/💸 Build a Passive Income Machine in 3 Steps:Here’s how to flip the script and start building wealth the way the wealthy do 👇👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept👉 wealthwithoutwallstreet.com/free-ibc-webinar📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)👉 wealthwithoutwallstreet.com/accelerate📈 Step 3 – Start Building Passive IncomeJoin the Passive Income Lab👉 ChoosePassiveIncome.comMore Ways to Learn & Grow Wealth (For Free)💾 Download the Passive Income Operating System👉 wealthwithoutwallstreet.com/piosebook👥 Join 10,000+ Investors Inside Our Free Community👉 wealthwithoutwallstreet.com/communityPaying $250K+ in Taxes? Stop the Bleed.😡 Apply for Our Next Tax Strategy Intensive👉 wealthwithoutwallstreet.com/taxGrab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income📘 wealthwithoutwallstreet.com/newbookStay Connected:📸 Instagram: @wealthwithoutwallst—

In this engaging discussion, financial coaches JD Hill, a traditional advisor turned money liberator, and Ben Music, a 'mad scientist' of passive income, delve into the pitfalls of conventional money advice. They debunk myths around paying off your mortgage and utilizing 401(k)s, exposing how these can trap you financially. JD stresses the importance of liquidity, while Ben warns about rigid 529 plans. Tune in for insights on smarter investments and strategies to reclaim your financial freedom from the Wall Street mindset.