Investing for Generational Wealth

Sequence of returns risk is the silent killer of retirement plans. This breakdown explains why timing matters more than your total savings. Most retirees assume that a million-dollar portfolio provides a steady safety net, but that math breaks down when the market turns.

We look at the dangerous reality of needing to withdraw fixed amounts when your assets are down, creating a cycle of compounding losses that can deplete your accou...

Clive Capital Co-Founders Keshav Kolur and John Lai break down their Q2 2026 Quarterly Report covering the return of the Iran War, surging oil prices, the AI trade wobble, private credit stress, and shifting real estate trends across the country.Get a transparent, asset-by-asset look at portfolio performance across multifamily, build-to-rent, oil and gas, industrial warehouses, and private debt including what's at above and below p...

An eye-opening conversation with Clive Capital Co-Founder John Lai and veteran asset protection attorney Mark Pierce, founder of Wyoming Trust Attorney, as they explore the side of wealth-building most investors never think about until it's too late. Mark brings a rare perspective. He spent years as a bankruptcy trustee attacking trusts and recovering assets for creditors before switching sides to build structures designed to withs...

What if the financing solution you've been looking for exists, just outside the walls of your traditional bank?In this episode, Clive Capital's Keshav Kolur sits down with Aaron Marsh, 30-year corporate finance veteran and Founder of Marsh Lending to unpack the creative lending strategies most investors never hear about from their traditional bank.Whether you're a real estate investor, self-employed borrower, or high earner whose f...

Most families spend decades building wealth, only to watch it vanish by the third generation. It's rarely the market or the taxman that does the damage; it's something far more hidden, and far more preventable.

In this episode, world-renowned human performance authority Dr. Noah St. John, TEDx speaker and 27-time published author, joins Clive Capital Co-Founders Keshav Kolur and John Lai to go beyond markets, tax strategy, and legal...

AI search is transforming how investors discover, evaluate, and trust financial information. As algorithm-generated answers replace traditional search results, speed has won out but accuracy and context haven't always kept pace.

In this episode, we dig into how AI search is reshaping financial media, where AI-generated insights quietly fall short, and what investors need to do to separate credible analysis from confident-sounding mi...

In this episode, running a small business is one of the most rewarding investments you can make, but without the right legal foundation, even the most promising ventures can face costly setbacks. Matthew breaks down the essential legal planning every business owner needs and tackles the real challenges facing small businesses today.

With over two decades of experience in business law, Matthew will discuss:
- Legal strategies ...

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 brings a ...

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 ...

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 transitions,...

🚀 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 strategy f...

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 dollar Roth I...

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, and structure y...

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 agreement...

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 g...

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 ...

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 ...