15Jan
15Dec
5 Reasons Why You Should Never Invest With Me
5 Reasons Why You Should Never Invest With Me Let’s skip the fluff and get real. Over the years, I’ve had countless conversations about passive investing. Some turned into powerful partnerships that changed lives, not just mine but theirs too. Others? Total dead ends. Why? Because not everyone is...
15Nov
The Self Rental Rules: What Real Estate Investors Need to Know (and How My Friend Navigated Them Owning a Dental Office)
The Self Rental Rules: What Real Estate Investors Need to Know (and How My Friend Navigated Them Owning a Dental Office) Introduction If you're investing in real estate and also run a business, the way you structure your ownership can have a big impact on your taxes....
12Oct
The Real Cost of Overlooking Main Street in Your Portfolio
The Real Cost of Overlooking Main Street in Your Portfolio Not long ago, I was fully committed to the traditional path. I maxed out my retirement accounts.I followed market trends, trusted in index funds, and stuck to the Wall Street playbook. On paper, everything looked right.But deep down,...
15Sep
Why Wall Street Falls Short on Personalized Investing
Why Wall Street Falls Short on Personalized Investing You’ve worked hard to build your wealth. You’ve made sacrifices, stayed disciplined, and played the long game.Now, you deserve more than just a “safe” investment plan—you deserve one that’s truly aligned with your goals. But here’s what many high-income...
24Apr
The path to becoming a lifestyle investor
"The path to becoming a lifestyle investor" Interview with Justin Donald Alina Hello and welcome, everyone! We have an absolutely amazing guest for you today. His name is Justin Donald, and I want to give him the floor to share his story because it's just so absolutely incredible that...
05Sep
How the Real Magic Word in Real Estate, “Depreciation”, Impacts Your Tax Liabilities
How the Real Magic Word in Real Estate, “Depreciation”, Impacts Your Tax Liabilities If you are in any way exposed to the world of real estate investing, then you undoubtedly have heard investors mention the word “depreciation”. Most people have a negative connotation when they talk...
03Jul
How I raised $5M in less than two days without skipping a beat
How I raised $5M in less than two days without skipping a beat It was a brisk Saturday morning, and the weather was sunny and inviting. Lots of my friends planned to enjoy some fun activities outside, but this was not the case for me. Instead,...
11Apr
Interview with a passive investor
How to be a successful part-time investor Alina Hello and welcome everyone to this 2022 edition of the SAMO Financial interviews. Today we're interviewing one of our investors Marc Halpern, who in addition to being one of the investors with us, is also a very well known...
05Mar