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wealth {unfiltered}

wealth {unfiltered}

Von: Ashley Penrod
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Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.2024 Persönliche Finanzen Politik & Regierungen Ökonomie
  • From Service to Success: How Veterans Can Build Wealth Through Real Estate
    Dec 10 2025

    In this episode, Army veteran and Landshark Founder Brent Bowers shares his powerful transition story and breaks down why real estate—especially the land niche—has become a game-changer for thousands of service members. Brent reveals the leadership traits, mindset shifts, and tactical steps that allow veterans to build scalable income, even with limited capital or experience.

    We dive into the realities of leaving the military, how veterans can leverage structure and mission-driven thinking to excel as entrepreneurs, and why land flipping offers one of the most accessible pathways into the real estate world. Whether you're active-duty, transitioning, or long out of uniform, this conversation delivers the clarity, confidence, and motivation to take action.

    Guest: Brent Bowers
    Founder of The Landsharks | Real estate investor & coach | Former Army officer
    Learn more: www.TheLandSharks.com

    Key Takeaways for Show Notes & Social Posts
    • Veterans have a unique advantage in real estate thanks to discipline, resilience, and structured thinking.

    • The transition out of the military comes with challenges—but also massive entrepreneurial opportunity.

    • Land investing is one of the most accessible entry points into real estate, even with limited capital.

    • Systems, SOPs, and mission-driven leadership translate directly into business success.

    • Real estate provides flexibility, family time, and financial independence for veterans rebuilding their civilian identity.

    • Failures and pivots are part of the journey—Brent shares the ones that shaped his success.

    • Purpose and community remain central: veterans helping veterans creates a powerful ripple effect.

    • Tactical steps: how to make your first deal, what to avoid, and where to find mentorship.

    • Mindset shift required: from "follow orders" to "build your own mission."

    • Real estate offers veterans a clear path to long-term wealth, autonomy, and impact.

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    25 Min.
  • Private Wealth Funds & the Future of Ownership
    Dec 3 2025

    Private Wealth Funds & the Future of Ownership: How Elite Capital Networks Are Replacing Traditional Fundraising

    In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Reagan Rodriguez — futurist, capital strategist, and Managing Director of the 5th Avenue Underground Club — to explore one of the most profound financial shifts of our time: the rise of private wealth ecosystems and their growing impact on global ownership, power, and innovation.

    Reagan breaks down what the 5th Avenue Underground Club is, how elite investor networks are reshaping influence worldwide, and what this means for the next generation of founders, looking to acquire companies and build wealth.

    Discover how borderless capital, tokenized assets, sovereign individuals, and exclusive ownership clubs are redefining who controls capital — and how capital shapes the future.

    Whether you're a founder, a sophisticated investor seeking new deal flow, or simply someone curious about the future of wealth and power, this episode offers a rare look inside the private networks steering tomorrow's economy.

    Key Topics Covered
    • What private wealth ecosystems are — and why they're exploding now

    • How private investors are replacing venture capital in business acquisitions

    • The future of ownership: tokenization, fractional equity & borderless assets

    • Why capital is moving into exclusive communities and private clubs

    • How private wealth networks are becoming new centers of global influence

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    40 Min.
  • High-Income Tax Liberation: Advanced Deferral Strategies for Earners Over $500K
    Nov 26 2025

    Today's episode features Christopher E. Shockowitz, COO and lead Tax Strategist at DeferTax.com, a premier advisory firm helping high-income earners, business owners, and investors dramatically reduce, defer, or even eliminate federal taxes legally and sustainably.

    With more than a decade of experience and thousands of clients served, Chris shares powerful, lesser-known tax strategies designed specifically for individuals earning over $500K annually—strategies that put you back in control of your wealth instead of handing it over to the IRS.

    If you're a high-income professional, entrepreneur, or real estate investor looking to protect your capital and accelerate long-term wealth-building, this episode is a must-listen.

    What You'll Learn
    • Why most high-income earners dramatically overpay in taxes

    • The difference between CPAs who calculate taxes vs. strategists who control them

    • IRS-approved methods to reduce or eliminate federal tax liability

    • How tax deferral multiplies wealth faster than traditional strategies

    • Real-world case studies: business sales, real estate exits, capital gains events

    • The myths and misconceptions that prevent people from using these strategies

    • How to keep control of your funds while legally deferring taxes

    • The first steps high earners should take today to lower their tax bill

    About Today's Guest

    Christopher E. Shockowitz
    Chief Operating Officer & Lead Tax Strategist
    DeferTax.com

    Chris specializes in high-income tax mitigation, large-transaction tax strategies, wealth preservation, and advanced deferral structures. His custom frameworks have saved clients millions and transformed how entrepreneurs, executives, and investors build generational wealth.

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    33 Min.
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