Appeared In

Stay updated on my latest engagements, guest speaking events, and program appearances. Whether it’s at conferences, podcasts, or special events, this category highlights where I’ve shared insights on topics like mindset, investing, and leveraging finances. Explore recaps, key takeaways, and behind-the-scenes moments from these impactful experiences.

Building Legos to Building Wealth: A Journey of Joy and Mindset with Joe Dimino

In this episode, Paul Graham, founder of The Investor’s Guide to Joy, shares his story as a serial entrepreneur focused on helping people increase their income while finding more joy. The conversation starts light, with Paul and Joe Dimino laughing about horror movies and how getting older makes them less appealing. Paul talks about how the […]

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From Watching Shark Tank: My Journey with Kevin Harrington

In early March of 2024, I had the opportunity to attend a family office event in Beverly Hills, California. There, I met a number of investors, capital raisers, fund managers, and service providers to high-net-worth individuals, ultra-high-net-worth individuals, and even family offices. https://familyoffices.com/ Through that experience, I got to hear Kevin Harrington speak. Kevin Harrington

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Maximizing Joy and Success in Real Estate and Entrepreneurship with Paul H Graham | Podcast Episode

Financial Freedom Podcast with Dr. Christopher LooIn this week’s podcast about, “Maximizing Joy and Success in Real Estate and Entrepreneurship”, we sit down with Paul H Graham, an entrepreneur and investor from Austin, Texas, who shares his unique insights on aligning finance with joy through strategic habits and systems. Paul discusses his diverse background from

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Leveraging Finances & Raising Capital – 7 Ways to Defer Capital Gains

Leveraging finances and raising capital focused on real estate investment. Participants gained insights into capital gains, learning how profits from property sales are calculated and taxed. The discussion highlighted seven methods to defer capital gains taxes, including holding properties for over a year to benefit from long-term rates and utilizing primary residence exclusions. Additionally, the

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Leveraging Finances and Raising Capital – Preparing for 2023 with Beau Eckstein

Industry experts Beau Eckstein and several participants discuss leveraging W2 employment as a foundation for financial growth and investment strategies. Speakers share insights on the benefits of maintaining a W2 job while building wealth through real estate and business credit. Key topics covered include strategies for obtaining financing, understanding capital gains, and navigating SBA loans

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Leveraging Finances on Micro Tribe

Anna Klein, a virtual real estate CPA, provides valuable tax strategies tailored for real estate investors and small business owners. With a focus on optimizing financial benefits, Anna discusses the significant advantages of 1031 exchanges, which allow property owners to defer capital gains taxes when selling real estate, provided they reinvest in like-kind properties. She

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Leveraging Finances Micro Tribe – Presentation by Caleb Christopher

Caleb, a creative financing expert, shares his insights on innovative strategies to grow wealth through real estate. He emphasizes the importance of understanding creative finance as a means to solve problems in property transactions. After discovering real estate through “Rich Dad Poor Dad” in 2019, Caleb became passionate about using creative financing techniques to help

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Leveraging Finances Micro Tribe – Infinite Banking

John White, a third-generation insurance specialist and GoBundance Champions member, shares insights on leveraging finances and raising capital through life insurance. With experience dating back to 2008, John emphasizes the potential of life insurance as an underutilized financial tool. He introduces the concept of “infinite banking,” highlighting how individuals can use whole life insurance policies

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Leveraging Finances Micro Tribe – Wills / Trusts / Entities

Paul Graham facilitates a discussion on business, law, and opportunities with guests Jason and Andy. The conversation aims to share best practices and insights from their experiences as legal professionals. Andy, an estate planning attorney, explains the fundamentals of creating wills and trusts, emphasizing the importance of having a plan in place to protect assets

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