🎙️ Join us on the latest episode of our podcast as we delve into Kamal Lidder's proven strategies for achieving financial independence. Discover the step-by-step approach Kamal employs to help his clients reach their goals, from setting clear objectives to building diversified investment portfolios. Tune in for valuable insights and actionable tips to empower your own journey toward financial freedom.

Kamal Lidder's Step-by-Step Path to Financial Independence

Join Kamal Lidder as he unveils seven powerful strategies to boost your wealth. From setting clear financial goals to smart investing and debt management, Kamal's insights will guide you on the path to financial independence. Don't miss this episode packed with practical tips and expert advice to help you achieve your financial dreams.

Kamal Lidder Shares 7 Strategies He Uses to Grow Your Wealth

For many, passive income is a mythical goal. Does it exist? How can it be created?
For more info: www.ytanalytica.com

Passive Income: 4 Ways to Earn While Sleeping

In this episode of the Live Off Rents podcast, host Brian Davis, co-founder of Spark Rental, discusses how to leverage financial planners to build wealth faster with guest Kyle Lutters, a certified financial planner from Moneta Group. They cover key insights on investment strategies, tax efficiencies, estate planning, and the benefits of having expert guidance as your portfolio grows. Stay tuned for actionable tips to optimize your financial planning and take control of your wealth-building journey.

9 Ways to Leverage a Financial Planner with Brian Davis & Kyle Lutters

Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com

Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®

David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.

The main takeaways include:

- Steward Partners’ M&A philosophy and its pivotal role in addressing the “succession crisis.”
- The changing mix of advisor recruits and firm acquisitions as growth levers.
- How Steward designs equity and partnership structures to attract and retain advisors.
- Future growth ambitions and potential needs for additional capital.
- Strategies for organic growth and how they differentiate Steward.
- The importance of keeping advisors happy and well-resourced for their own success.

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Jim Gold:

Steward Partners - https://www.stewardpartners.com/index.cfm 
LinkedIn: Steward Partners: https://www.linkedin.com/company/steward-partners/ 
LinkedIn: Jim Gold: https://www.linkedin.com/in/jim-gold-5382b373/ 
Additional contact information

About Our Guest:

Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. He has extensive experience in the Financial Services industry, having held several senior-level roles, most recently as Executive Director at Morgan Stanley. Prior to assuming his current role, Mr. Gold ran the Southern Connecticut Complex, headquartered in Greenwich, Conn. Mr. Gold spent 18 years with Smith Barney, beginning in 1995 as a financial advisor. He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager. Mr. Gold received numerous accolades from the firm during his tenure, most recently, he was recognized for his accomplishments in Diversity.


RIA Edge Podcast: Redefining Growth in Wealth Management

In this episode, we dive into the importance of reclaiming your time through real estate investing. Nick Sicilian, a seasoned real estate investor and founder of REIAf.com, shares his journey from working offshore to using real estate to buy back his time. Whether you're into wholesaling, flipping, rental properties, or passive investing, this episode will help you understand how real estate can give you the freedom to live life on your terms.


🌍 What You'll Learn:

✔️ Why time is your most valuable resource
✔️ How Nick went from making $200,000 a year offshore to investing in real estate
✔️ Different ways to make money in real estate, from wholesaling to passive investments
✔️ The power of buying back your time through real estate entrepreneurship
✔️ How real estate can help you achieve location independence
✔️ The benefits of starting slow and steady with real estate investing

⏳ Timestamps:

0:00 - Introduction: Why time is the most valuable resource
1:00 - Nick’s journey from offshore engineer to real estate investor
3:30 - Different ways to make money in real estate: wholesaling, flipping, rentals, and passive investing
5:15 - How real estate can give you more freedom and flexibility
7:00 - The power of taking time off with your family, like hiking in Patagonia
9:00 - Nick’s tips for starting in real estate and buying back your time
10:30 - Where to connect with Nick and REIAf.com for more resources


🔔 Subscribe for more real estate investing insights!

🌐 Follow Us Online:
Website: https://sparkrental.com
Instagram: https://www.instagram.com/sparkrental
Facebook: https://www.facebook.com/sparkrental

💼 About Our Channel:

Welcome to SparkRental! We help busy professionals invest in real estate passively without becoming landlords. From syndication insights to productivity hacks, we cover everything you need to build wealth while buying back your time. Subscribe for expert interviews, actionable tips, and exclusive resources!


Buy Back Your Time with Real Estate

Special Guest Thomas Martin, Executive Director of CalABLE joins us to discuss CalABLE accounts.

04-22-25 Raising Ryan w/ Thomas Martin - CalAble, Executive Director

How can a firm truly put families first in wealth management?

Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South Dakota-based public trust company. He explains how each was built in response to real client needs rather than a grand business plan.

It all started with a family office sparked by a gap in legal-client relationships, expanded into wealth management and ultimately the firm formed a trust company to address trustee challenges for ultra-high-net-worth families. Throughout the conversation, Chris emphasizes TFO’s purpose-driven mission: to help families, however and wherever they need it.

David and Chris discuss:

- What prompted estate attorney Elbrich to first convince his law firm to back an in-house multi-family office, and why he and his partners eventually bought it outright.
- How an opportunistic meeting with a Genspring advisor looking for a new home led him to build a separate MFO in Phoenix.
- The firm’s approach to client services, tax preparation and estate planning.
- Building an in-house South Dakota Trust company that was, at first, seen as an accommodation, but soon became a profitable business service highly valued by clients. 
- Elbrich’s mission statement and the one question that helps him decide where to focus his efforts growing the business. 
- Future growth plans, and how he feels about mergers and acquisitions in the RIA space. 

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Chris Erblich:

TFO Wealth Partners https://tfowealth.com/
TFO Family Office Partners https://tfofamilyoffice.com/
LinkedIn: Chris Erblich https://www.linkedin.com/in/chriserblich/
LinkedIn: TFO Wealth Partners https://www.linkedin.com/company/tfowealth/
LinkedIn: TFO Family Office Partners https://www.linkedin.com/company/tfofamilyoffice/
Husch Blackwell https://www.huschblackwell.com/

About Our Guest:

Chris is a nationally recognized estate planning attorney, business owner, and speaker focusing on helping individuals and families connect their wealth and purpose. His clients are those who have truly lived the American dream, and Chris values the opportunity to work with and learn from them. In addition to Chris' role as Partner at Husch Blackwell, Chris is the CEO and Chairman of TFO Family Office Partners (based in Phoenix, Arizona), CEO of TFO Wealth Partners (based in Maumee, Ohio), and President and Director of TFO Trust Company (based in Sioux Falls, South Dakota). Chris also has multiple real estate investments. It is this experience that enables him to understand firsthand the challenges and complexities of managing both companies and properties, and he readily identifies with clients' goals and desires for their own businesses. In addition to the services he provides to clients, Chris is a highly sought-after speaker in the world of high-net-worth estate planning and has delivered more than 200 presentations nationwide to attorneys, accountants, financial service professionals, and business owners.


RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

In this episode of Diverse, Sandra Park, financial coach for women in STEM, speaks with SWE President Karen Roth about how engineers can achieve financial independence and gain more freedom in their careers.

Sandra shares a financial wake-up call from her own engineering journey and discusses practical steps for building a strong foundation, including budgeting and investing at all career stages.

Hear how engineers can apply problem-solving skills to personal finance, a systems approach to paying off student loans, and the #1 financial habit that every woman in STEM should start today.
 
---

The Society of Women Engineers is a powerful, global force uniting 50,000 members of all genders spanning 85 countries. We are the world’s largest advocate and catalyst for change for women in engineering and technology. To join and access all the exclusive benefits to elevate your professional journey, visit membership.swe.org. 


Ep 319: Personal Finance for Engineers With Sandra Park

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

A weekly show about navigating life in the world of disabilities. We bring you resources, top experts, stories and more!

Welcome to Diverse, a podcast by the Society of Women Engineers. SWE gives women engineers a unique place and voice within the engineering community. On Diverse, we highlight incredible thought leaders and personalities in the STEM community and discover who they are at home, at work and in between.

In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

You don't need to be rich to invest in real estate. And you don't need to become a landlord either. In quick 5-20 minute bites, learn how to invest small amounts in passive real estate investments such as syndications, notes, and funds. We also cover how to buy properties actively if you do want to invest in real estate as a side hustle. With enough passive income, you reach financial independence — and your day job becomes optional.

New tracks tagged #FinancialIndependence