Investing for Generational Wealth

Chad Taylor breaks down the real-world financial decisions high earners and newly liquid families face as their wealth grows. Drawing on over 20 years of experience in major brokerage firms including his role as SVP of Wealth Management at UBS, Chad shares practical, planning-driven strategies designed to optimize taxes, avoid costly mistakes, and build long-term financial clarity.

Now leading Seapoint Wealth Advisors, he bring...

In this episode, Alan Porter dives into the financial strategies the wealthy use strategies most people never learn to help you legally eliminate or drastically reduce taxes in retirement.

With decades of experience as a Certified Tax and Business Advisor, Alan will discuss:
- How to create a tax-free retirement plan tailored to your goals.
- Proven strategies to legally reduce or eliminate taxes on your investments and in...

Join us for an insightful session that explores how fund managers identify, analyze and select investment opportunities in today’s dynamic financial markets.

We will take a closer look at the decision-making process behind portfolio construction from evaluating potential investments to managing risk and maximizing returns.

Participants will gain practical insights into the analytical frameworks, key metrics, and strategic th...

In this episode, the key macroeconomic trends driving today's investment landscape from sticky inflation and slowing GDP growth to tariff impacts, the AI Supercycle, and the real estate sectors best positioned to thrive.

Transparent, asset-by-asset performance updates across our active portfolio of 1,100+ apartments, 16 industrial warehouses, and 47 oil and gas wells and share what's driving results across every investment class.

C...

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.

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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...