Investing for Generational Wealth
Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
Episodes
Most families think avoiding money conversations keeps the peace. Jeffrey Condren says it's actually what tears them apart.
In this episode, Jeffrey Condren, CFP® and Senior Vice President & Wealth Advisor at Mesirow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business tran...
🚀 Your 401(k) can do way more than stocks and mutual funds.
Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more.
In this episode:
Why 83% of $100M+ revenue companies are privately held
How self-directed IRAs and solo 401(k)s work
The barbell st...
Your CPA files what happened. They don't plan what could happen. And that difference is costing you wealth.
In this episode, Mike Milligan, CFP® and founder of One Oak Financial, breaks down 6 tax strategies every entrepreneur should be using right now. Mike doesn't just teach this stuff, he lives it. He moved his family to Puerto Rico and dropped his effective tax rate from 37% to 4%. His 28 year old son has a million d...
Are you unknowingly losing thousands in hidden 401k fees?
Forensic 401k consultant Paul Sippel exposes how businesses are being charged excessive fees that come directly out of employee accounts, without ever receiving an invoice. You'll hear shocking stories, including one company that unknowingly paid a dead advisor for nearly a decade.
Paul breaks down how to investigate your plan's fees, negotiate with providers,...
Ever wondered what hidden fees and legal traps could be quietly eroding your returns in real estate syndications? In this episode, we sit down with Richard Crouch, a commercial real estate attorney with over two decades of experience and chair of the business group at Woods Rogers, to uncover what most investors overlook before wiring their money.
Richard breaks down the critical clauses you need to scrutinize in operating agree...
Is mobile home park investing really recession-proof?
In this webinar, Jack Martin, co-founder of 52TEN, breaks down why mobile home parks are considered one of the most resilient real estate asset classes—especially during economic uncertainty.
With experience across $450M+ in real estate transactions, 1,600 lots across 4 states, and $55M+ in private investor capital, Jack shares the real-world strategies that help investors...
Long-term care planning is one of the most overlooked—and most critical—parts of a sustainable financial plan.
In this webinar, Raymond Lavine, founder of Lavine LTC Benefits, breaks down what families and investors need to know about planning for extended care, protecting assets, and avoiding common (and costly) mistakes.
Drawing from both professional expertise and personal experience, Raymond shares practical insights to h...
In this episode of Investing for Generational Wealth, host John Lai of Clive Capital sits down with Brian Herriot—author, speaker, and founder of Herriot Financial—to explore what meaningful freedom really looks like.
Brian shares his personal journey from a traditional corporate management career to building a lifestyle centered around time freedom, purpose, and intentional living. He breaks down the difference between financia...
What does it really take to retire early—and not just scrape by, but thrive?
In this candid and inspiring conversation, John Lai, Co-Principal of Clive Capital, shares how he recently retired from Amazon to pursue the FIRE lifestyle (Financial Independence, Retire Early). Joined by fellow Clive Capital Principal Keshav Kolur, the two dive deep into the mindset, math, and strategies that led John to early retirement—and how you can t...
Oil & Gas Investing Webinar
Discover how oil and gas investing can diversify your portfolio, create passive income, and unlock powerful tax advantages.In this exclusive educational webinar, we’ll share strategies that helped our investors reduce over $1M in taxable income in just 9 months—while building steady cash flow from 16 wells.
You’ll Learn:
- ✅ How oil & gas projects compare to other private equity investment...
About Joel Yanovich:
With more than a decade of experience, Joel Yanovich leads the EB-5 practice at the Murthy Law Firm, helping clients navigate complex U.S. immigration laws through direct and regional center investment structures.
He also advises international entrepreneurs in the E-2 treaty investor and international entrepreneur parole programs, and has successfully represented multinational executives in L-1 visa applications.
...
Are you considering buying rental properties—or is there a better way to invest? In this exclusive webinar replay, Keshav Kolur, CEO of Clive Capital, and John Lai, Co-Principal and host of the Investing for Generational Wealth podcast, break down why commercial real estate syndications offer a smarter path to passive wealth building.
This session is ideal for anyone evaluating residential vs. commercial investing and looking fo...
In this podcast episode Clint Harris, real estate investor, entrepreneur, and host of the Truly Passive Income podcast, shares how he made the switch from hands-on real estate (Airbnbs, multifamily) to building real freedom through truly passive income strategies.
This is a must-watch for anyone looking to scale back the grind and still generate strong, consistent returns.
What You’ll Learn:
- How to move fro...
Ready to move beyond the grind of rental property management? In this powerful webinar replay, Lane Kawaoka, founder of The Wealth Elevator an...
Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making.
What You’ll Learn:
- ✅ The most common behavioral biases that affect investment d...
Are you contemplating leaving your 9-5 job to pursue passive income through private equity and syndication? In this insightful webinar replay, Keshav Kolur, Founder and Key Principal of Clive Capital, shares strategies to help you transition from active employment to achieving financial independence through passive income.
What You’ll Learn:
- Determining your goals for financial independence
- Understanding private equity a...
If you’re looking to build passive income, reduce taxes, and create long-term wealth, this exclusive webinar replay with Vinki Loomba, CEO of Loomba Investment Group and fund manager for Loomba Capital Partners, is a must-watch.
Vinki shares real-world strategies and mindset principles that have helped her—and her investors—succeed in real estate investing, even during volatile market cycles.
What You’ll Learn:
- ✅ How to leverage r...
How do you build a private equity portfolio that works for you—no matter where you are in life?
In this exclusive webinar replay, Keshav Kolur, founder of Clive Capital, and John Lai, principal and host of the Investing for Generational Wealth podcast, share strategies for creating a diversified, resilient investment portfolio tailored to your personal financial goals.
Whether you're just getting started or managing a seasoned po...
Cary Artac began his career at the Chicago Board of Trade, offering technical market insights to traders and firms. Since founding Artac Advisory Inc. in 1996, he has worked extensively with grain, livestock, and energy producers across North America. He’s also a regular guest on AgriTalk PM and co-founder of Wicked Stocks, where he shares expert-level market guidance to help investors make informed decisions.
Ready to level up your...
About Wayne Courreges III:
With years of expertise in multifamily and commercial storage investments, Wayne Courreges III has successfully managed over $50 million in assets across Texas, Louisiana, and Alabama. His journey started in the U.S. Marine Corps, followed by a 16-year career in a Fortune 125 commercial real estate firm before transitioning full-time into real estate investing.
Want to safeguard your investments and make in...
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