Investor Club




  • Thursday August 11th – 7pm CST:  How to pay less in taxes!  Guest: Deni Baldwin with Provision (our CPA firm!)


(recordings available to members)

  • Intro to investor club / The first four things our $25k wealth coach taught us (in a nutshell)
  • Investing strategy crash course – questions you need to answer before you start investing
  • Intro to multifamily
  • Intro to single family home investing (Guest: Dr. Chris Sutterfield)
  • What you MUST know about Bitcoin (Guest: Alex Stanczyk with Swan Bitcoin)
  • Multifamily market update –  inflation, interest rates, and should we still be investing ?
  • Passive investing in multifamily (Guest: Shane Thomas with Catalyst Equity)
  • Multifamily property management (Guest: Lynetta Johnson with Trinity Multifamily Property Management)
  • Multifamily underwriting Part 1 – introduction, terms, definitions
  • Multifamily underwriting Part 2 – the process, the spreadsheets, live interactive demonstration
  • 9 Reasons we are still investing in multifamily despite a coming recession
  • Multifamily underwriting Part 3 – case example from acquisition to sale

Future Topics

  • Who has it right – Dave Ramsey (debt free) or Rober Kioski (financially free)?
  • Whole life insurance – the basics, why investors have it, how investors use it
  • Leveraged whole life insurance – another cash flow play
  • Investing through Self directed IRA’s (Guest: Quest IRA)
  • Introduction to taxes for the real estate investor
  • How to pay less in taxes… legally! (Guest: Deni Baldwin from Provision)
  • Update on the multifamily apartment market (Guest: To be announced)

Why we created investor club:

  • To help others create passive income (and the resulting time freedom)!
  • To spread awareness, excitement, and passion about financial freedom (rather than retirement)!
  • To continue learning, growing, and improving both financially and personally!
  • To surround ourselves by like-minded, benevolent, positive, and motivated people!
  • To keep the goal of financial freedom in the forefront of our minds and actions!
  • To enjoy the journey while growing, learning, and taking action!


  • Live zoom meetings, link sent to members in advance
  • Meetings recorded for those with schedule conflicts
  • Recording archive accessible to members
  • Free, nothing to buy, no obligations
  • Sign up below by sharing your email


  • Trainings / presentations for general investing knowledge
  • Subject matter expert interviews
  • Book and article reviews
  • Member interviews and success stories
  • Resources and actions steps at conclusion of each meeting
  • Interactive format and time for discussion each meeting
  • Dedicated sessions for Q&A