Minnect logo

Book a Podcast
Categories

Wealth Management

152  experts
Filters
Clear all
Rating
Price
-
Adam  SosnickVerify icon
Adam Sosnick
4.93
1795 consultations
Adam “SOS” Sosnick. Host at Valuetainment. Financial & Networking expert. I help you improve your finances, relationships & overall improve your life. Wherever you’re at in life, I have been there. In my 20s I went from being a broke jack of all trades, nightlife promoter in Miami to becoming a financial expert and millionaire by 35. If I can figure it out, so can YOU. Now my mission is helping men level up and reach your fullest potential. I look forward to MINNECTING with you! -SOS
Adam “SOS” Sosnick. Host at Valuetainment. Financial & Networking expert. I help you improve your finances, relationships & overall improve your life. Wherever you’re at in life, I have been there. In my 20s I went from being a broke jack of all trades, nightlife promoter in Miami to becoming a financial expert and millionaire by 35. If I can figure it out, so can YOU. Now my mission is helping men level up and reach your fullest potential. I look forward to MINNECTING with you! -SOS
Davis ThurberVerify icon
Davis Thurber
5
218 consultations
With over 15 years of experience of investment in the Real Estate industry, my mortgage brokerage license allows me to advise investors, first time buyers, and companies on the right steps to take to achieve their goals. It's not everyone who understands that every person wants something different. It's even fewer people who understand how this factor plays into the everyday challenge of financing businesses. I'm here to help you achieve those goals no matter the complexity of your personal life, your business, and the interaction between the two.
With over 15 years of experience of investment in the Real Estate industry, my mortgage brokerage license allows me to advise investors, first time buyers, and companies on the right steps to take to achieve their goals. It's not everyone who understands that every person wants something different. It's even fewer people who understand how this factor plays into the everyday challenge of financing businesses. I'm here to help you achieve those goals no matter the complexity of your personal life, your business, and the interaction between the two.
Shawn MeaikeVerify icon
Shawn Meaike
5
180 consultations
Shawn Meaike is a successful author, accomplished speaker and is the CEO of several privately held companies. Mr. Meaike has built businesses in real Estate, waste management and life insurance while exiting them successfully with sales resulting in excess of 100 million dollars. Shawn founded his latest company Family First Life, which currently has over 30,000 agents and has issued over 3.2 Billion in sales in less than 10 years. He travels the country speaking to aspiring entrepreneurs in real estate, insurance and multiple other industries helping them to scale their businesses to the next level. Mr. Meaike has been has been the number one sales person in every company he has worked in and is known in multiple spaces as the best closer there is. Mr. Meaike is originally from CT and he has resided in Boca Raton, FL for the last three years.
Shawn Meaike is a successful author, accomplished speaker and is the CEO of several privately held companies. Mr. Meaike has built businesses in real Estate, waste management and life insurance while exiting them successfully with sales resulting in excess of 100 million dollars. Shawn founded his latest company Family First Life, which currently has over 30,000 agents and has issued over 3.2 Billion in sales in less than 10 years. He travels the country speaking to aspiring entrepreneurs in real estate, insurance and multiple other industries helping them to scale their businesses to the next level. Mr. Meaike has been has been the number one sales person in every company he has worked in and is known in multiple spaces as the best closer there is. Mr. Meaike is originally from CT and he has resided in Boca Raton, FL for the last three years.
Matt SapaulaVerify icon
Matt Sapaula
5
120 consultations
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
Tom Murray
Tom Murray
5
40 consultations
Having spent most of my life moving to new countries, to live, travel, and work, I now specialise in helping others do the same financially. When you move to foreign shores life can get really complicated, often with multiple currencies, investments, and tax offices to worry about. There are a lot of pitfalls to avoid, and often a lot of benefits to take advantage of.   Book in for a chat with me about financial planning, wealth management, expatriating, or anything else I can help with!
Having spent most of my life moving to new countries, to live, travel, and work, I now specialise in helping others do the same financially. When you move to foreign shores life can get really complicated, often with multiple currencies, investments, and tax offices to worry about. There are a lot of pitfalls to avoid, and often a lot of benefits to take advantage of.   Book in for a chat with me about financial planning, wealth management, expatriating, or anything else I can help with!
Vijay Maraj
Vijay Maraj
4.94
32 consultations
I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone from Fortune 500 companies to teenagers looking to start on their financial journey in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and try my best to provide practical advice on any accounting, finance, or business questions you may have. I will use all the resources at my disposal to provide the most value I can as we all are on the same path towards financial freedom!
I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone from Fortune 500 companies to teenagers looking to start on their financial journey in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and try my best to provide practical advice on any accounting, finance, or business questions you may have. I will use all the resources at my disposal to provide the most value I can as we all are on the same path towards financial freedom!
Mohamed Aboshanab - Global ExpatVerify icon
Mohamed Aboshanab - Global Expat
5
30 consultations
💰 Your Future is Tax Free ™ 🌍 Global Expat ® 🛂 Second Passport ✈️ Backup Plan We help entrepreneurs and investors reduce taxes offshore, become dual citizens, protect their assets, and create a diversified backup plan to be free. Greetings! I am an accomplished international lawyer with a passion for fostering cross-cultural connections and igniting global ventures. With a diverse background, I've successfully bridged the gap between the West and the East, carrying an extensive wealth of experiences to empower individuals and businesses worldwide. As a Global Remote Consulting Influencer, I bring a unique blend of legal expertise and entrepreneurial spirit to the table. My journey has been marked by: 🛂 Possessing multiple passports and residency in over 8 countries ✈️ Establishing business relationships across 50+ countries 🤯 Assisting over 1000 individuals in relocating and launching businesses internationally 🧳 Immersing myself in the cultures of 8+ countries 🚢 Exploring the landscapes of 25+ countries With an unwavering commitment to assisting others, I am always ready to lend a helping hand. Allow me to introduce Mo, a seasoned International Tax Consultant and the guiding force behind Different Mindset for Global Entrepreneurs. Having immersed themselves in the diverse cultures of over 10+ nations and honed their expertise in sectors such as immigration and Law firms, Mo brings a a wealth of experience to assist you in navigating the intricacies of international business. Specializing in offering counsel on tax residency and incorporation matters, Mo is committed to ensuring you possess the necessary information to make well-informed decisions for your financial independence. In alignment with the ethos of Different Mindset for Global Entrepreneurs, Mo practices what they advocate – embodying the life of a true Digital Nomad currently exploring the globe. Mo's days are filled with adventures, cultural exploration, and an ongoing quest for coffee shops boasting the strongest WiFi connections. The tales of these journeys are meticulously chronicled on Mo's Instagram, providing a peek into the life of a modern-day global wanderer. At Different Mindset for Global Entrepreneurs, Mo's mission is clear – to empower Entrepreneurs, Digital Nomads, Freelancers, Expats, and all other Remote Workers around the world with invaluable financial knowledge. Mo's expertise covers tax residency schemes, tax exemption programs, insights into low-tax countries, and uncovering lesser-known bank accounts crucial for effective financial planning. As a former international tax lawyer, Mo is well-versed in the compliance intricacies vital for global citizens. Simultaneously, as an expat and avid traveller, Mo empathizes with the practical challenges of crafting a smart tax strategy. Whether you are a complete novice in the realm of taxes or have spent countless hours navigating the vast expanse of Google, Mo's mission is to share knowledge.
💰 Your Future is Tax Free ™ 🌍 Global Expat ® 🛂 Second Passport ✈️ Backup Plan We help entrepreneurs and investors reduce taxes offshore, become dual citizens, protect their assets, and create a diversified backup plan to be free. Greetings! I am an accomplished international lawyer with a passion for fostering cross-cultural connections and igniting global ventures. With a diverse background, I've successfully bridged the gap between the West and the East, carrying an extensive wealth of experiences to empower individuals and businesses worldwide. As a Global Remote Consulting Influencer, I bring a unique blend of legal expertise and entrepreneurial spirit to the table. My journey has been marked by: 🛂 Possessing multiple passports and residency in over 8 countries ✈️ Establishing business relationships across 50+ countries 🤯 Assisting over 1000 individuals in relocating and launching businesses internationally 🧳 Immersing myself in the cultures of 8+ countries 🚢 Exploring the landscapes of 25+ countries With an unwavering commitment to assisting others, I am always ready to lend a helping hand. Allow me to introduce Mo, a seasoned International Tax Consultant and the guiding force behind Different Mindset for Global Entrepreneurs. Having immersed themselves in the diverse cultures of over 10+ nations and honed their expertise in sectors such as immigration and Law firms, Mo brings a a wealth of experience to assist you in navigating the intricacies of international business. Specializing in offering counsel on tax residency and incorporation matters, Mo is committed to ensuring you possess the necessary information to make well-informed decisions for your financial independence. In alignment with the ethos of Different Mindset for Global Entrepreneurs, Mo practices what they advocate – embodying the life of a true Digital Nomad currently exploring the globe. Mo's days are filled with adventures, cultural exploration, and an ongoing quest for coffee shops boasting the strongest WiFi connections. The tales of these journeys are meticulously chronicled on Mo's Instagram, providing a peek into the life of a modern-day global wanderer. At Different Mindset for Global Entrepreneurs, Mo's mission is clear – to empower Entrepreneurs, Digital Nomads, Freelancers, Expats, and all other Remote Workers around the world with invaluable financial knowledge. Mo's expertise covers tax residency schemes, tax exemption programs, insights into low-tax countries, and uncovering lesser-known bank accounts crucial for effective financial planning. As a former international tax lawyer, Mo is well-versed in the compliance intricacies vital for global citizens. Simultaneously, as an expat and avid traveller, Mo empathizes with the practical challenges of crafting a smart tax strategy. Whether you are a complete novice in the realm of taxes or have spent countless hours navigating the vast expanse of Google, Mo's mission is to share knowledge.
Michael Succurro
Michael Succurro
5
23 consultations
Michael Succurro, CEO of Fluent Capital Management, brings a wealth of experience and expertise to the financial world. Prior to his role at Fluent Capital, he co-founded and serves as the President of Spark Financial Group. Throughout his career, Michael has successfully underwritten and funded over $500 million in residential and commercial mortgages, showcasing a profound understanding of the intricacies of the real estate and lending markets. Michael is also an experienced mortgage broker and previously held a lead role at TD Bank where he honed his financial acumen and leadership skills. Michael specializes in understanding and leveraging investors' assets to unlock exceptional investment opportunities. His strategic vision and commitment to client success make him a driving force in the financial services industry. Under his guidance, Fluent Capital Management continues to excel, offering clients a gateway to financial prosperity, backed by Michael’s unparalleled expertise and leadership.
Michael Succurro, CEO of Fluent Capital Management, brings a wealth of experience and expertise to the financial world. Prior to his role at Fluent Capital, he co-founded and serves as the President of Spark Financial Group. Throughout his career, Michael has successfully underwritten and funded over $500 million in residential and commercial mortgages, showcasing a profound understanding of the intricacies of the real estate and lending markets. Michael is also an experienced mortgage broker and previously held a lead role at TD Bank where he honed his financial acumen and leadership skills. Michael specializes in understanding and leveraging investors' assets to unlock exceptional investment opportunities. His strategic vision and commitment to client success make him a driving force in the financial services industry. Under his guidance, Fluent Capital Management continues to excel, offering clients a gateway to financial prosperity, backed by Michael’s unparalleled expertise and leadership.
Wall Street  Crypto Day Trader
Wall Street Crypto Day Trader
4.88
23 consultations
Day Trades + Swing Trades + Long Term Hodl | Bitcoin | Ethereum | Alt-coins | 📈 There is an abundance of information online about trading but yet 95% still lose money. Why is that?  Is it the strategy they are using or maybe the indicators or maybe the psychology? How can I help: - Cut through the noise: Get straightforward, jargon-free explanations you can actually understand. - Clarity on demand: Quick answers to your trading questions. - Strategies: Find what strategies work for your personality. Are you a scalper, day trader, swing trader or an investor type. - Market Structure: Are you reading the market correctly? (This is where most people have the biggest issue.) - Risk Management: Are you risking too much or too little compared to your account size. - Psychology: How to cut out impulsive actions when you’re in a winning or losing trade. - Learn from my mistakes: I have made every mistake in the book so you don’t have too. No more guess work: Make informed decisions backed by knowledge, and insight not by some fake guru shilling his next coin. Trading is hard, it takes dedication, discipline, a working strategy, risk management and time to build the right skills.-
Day Trades + Swing Trades + Long Term Hodl | Bitcoin | Ethereum | Alt-coins | 📈 There is an abundance of information online about trading but yet 95% still lose money. Why is that?  Is it the strategy they are using or maybe the indicators or maybe the psychology? How can I help: - Cut through the noise: Get straightforward, jargon-free explanations you can actually understand. - Clarity on demand: Quick answers to your trading questions. - Strategies: Find what strategies work for your personality. Are you a scalper, day trader, swing trader or an investor type. - Market Structure: Are you reading the market correctly? (This is where most people have the biggest issue.) - Risk Management: Are you risking too much or too little compared to your account size. - Psychology: How to cut out impulsive actions when you’re in a winning or losing trade. - Learn from my mistakes: I have made every mistake in the book so you don’t have too. No more guess work: Make informed decisions backed by knowledge, and insight not by some fake guru shilling his next coin. Trading is hard, it takes dedication, discipline, a working strategy, risk management and time to build the right skills.-
Christian Cardamone
Christian Cardamone
5
14 consultations
20 year veteran Real Estate Broker / Property Manager / Investor. I specialize in helping clients establish long term wealth through multiple avenues in real estate and small business development. I have started and sold multiple small businesses ranging from a bar/nightclub to a coworking community to a charter boat business and more! I have a masters degree in conflict management resolution and negotiation. Successfully brokered over $100 million in real estate and business sales and currently managing $80 million dollars worth of commercial real estate day to day. Licensed General Contractor and USCG 50 GRT Master Captain License Holder. I’m also a musician and a family man above all else. I am self made. I lost millions in the real estate crash and have since rebuilt bigger and better than before, let me make sure you avoid the mistakes I made along the way. I can help with all things real estate related, as well as commercial and residential construction, development, flipping, wholesaling, subject to, property management, and investment. I also run a successful real estate sales team and can be a resource for you if you are an agent or a team leader. If you are in the middle of a deal, and you need advice on how to navigate through to the finish line, or if you’re contemplating a deal, looking for an analysis or industry insight, don’t hesitate to reach out. 
20 year veteran Real Estate Broker / Property Manager / Investor. I specialize in helping clients establish long term wealth through multiple avenues in real estate and small business development. I have started and sold multiple small businesses ranging from a bar/nightclub to a coworking community to a charter boat business and more! I have a masters degree in conflict management resolution and negotiation. Successfully brokered over $100 million in real estate and business sales and currently managing $80 million dollars worth of commercial real estate day to day. Licensed General Contractor and USCG 50 GRT Master Captain License Holder. I’m also a musician and a family man above all else. I am self made. I lost millions in the real estate crash and have since rebuilt bigger and better than before, let me make sure you avoid the mistakes I made along the way. I can help with all things real estate related, as well as commercial and residential construction, development, flipping, wholesaling, subject to, property management, and investment. I also run a successful real estate sales team and can be a resource for you if you are an agent or a team leader. If you are in the middle of a deal, and you need advice on how to navigate through to the finish line, or if you’re contemplating a deal, looking for an analysis or industry insight, don’t hesitate to reach out.