Me Financial

By: Michelle Moses
  • Summary

  • You budget, you save, you're "good" with money... but something feels off. Maybe it's the dream vacation that seems perpetually out of reach, or the nagging worry about the future. Welcome to Me Financial, the podcast designed to inspire your financial life. I'm your host, Michelle Moses, a Certified Financial Planner, licensed Realtor®, and entrepreneur. Here, we get into real estate, talk investment & tax ideas, and help you find a path to financial clarity, and excitement. Tune in on Apple Podcasts, Spotify, or your preferred platform. Me Financial—it's time to redefine your financial future.
    2024, Michelle Moses, All Rights Reserved
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Episodes
  • Ep 49 - How to Use Creative Legal Strategies to Invest in Real Estate
    Aug 20 2024

    Have you ever wondered how real estate investors protect their properties from lawsuits? Join us as we explore high-level asset protection strategies with Scott Royal Smith, an experienced real estate investor and attorney.

    In this episode, you'll learn:

    • How to purchase properties anonymously within a company structure to minimize lawsuit risks.
    • The importance of compartmentalizing assets to protect your investments.
    • How to simplify your taxes through disregarded entities.

    Subscribe to the podcast to hear more and don't forget to leave a review!

    • Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor
    • Follow Michelle on Instagram - michelle.e.moses
    • Visit the Me Financial Website - www.mefinancial.net

    • Visit Scott's website - royallegalsolutions

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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    32 mins
  • Ep 48 - Hotels As An Alternative Investment: Peachtree Hotel Group
    Aug 13 2024

    If you're tired of simply choosing between stocks and bonds for your investments, I have an alternative. Investing in hotels can bring stability and growth, and Peachtree Hotel Group is a leader in the industry.

    In this episode, we talk hotel investments with Peachtree Hotel Group. Brian Dunn, Managing Director, discusses how Peachtree builds, finances, and operates top-tier hotels. We discussed their approach - focusing on premium brands like Hyatt and Marriott, and how they mitigate economic challenges.

    Key Takeaways:

    • Vertically Integrated Model: Peachtree's comprehensive business model, encompassing development, financing, operations, and sales, enables them to optimize costs, streamline processes, and adapt to market changes.
    • Investor-Centric Focus: Peachtree prioritizes investor relations through transparent communication, regular updates, and involving third-party experts.
    • Strategic Brand Partnerships: By partnering with premium brands like Marriott and Hyatt, Peachtree leverages strong brand loyalty and standardized quality to drive occupancy and investor returns.

    *To invest with Peachtree Hotel Group, you must be an Accredited Investor.


    If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!



    Read more about Peachtree Hotel Group - www.peachtreehotelgroup.com.
    *This is not a solicitation for sale, for informational purposes only.

    • Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor
    • Follow Michelle on Instagram - michelle.e.moses
    • Visit the Me Financial Website
- www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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    28 mins
  • Ep 47 - Preparing Your Business for Sale: Strategies and Pitfalls
    Aug 6 2024

    Are you looking forward to selling your business, and doing it for top dollar? Learn how to maximize your business's value and achieve a smooth exit.

    In this episode, we get into business valuations, exit planning, and the importance of financial readiness for a successful sale. Laurie Barkman, the Business Transition Sherpa™, shares insights on protecting your business, setting growth goals, and understanding the different perspectives of strategic and financial buyers.

    Key Takeaways:

    • Start Early and Plan Ahead: Begin your exit planning process at least 10 years before your desired sale date to maximize your return and avoid pitfalls.
    • Focus on Financials: Showcase your business's growth potential by ensuring your financials are in order and demonstrating enterprise value.
    • Understand Your Buyer: Identify potential buyers for your business and tailor your strategy accordingly, whether you're targeting strategic buyers, financial buyers, or related buyers.
    • Identify potential buyers for your business and tailor your strategy accordingly.

    Ready to start planning your exit strategy? Schedule a consultation with Laurie Barkman or visit her website - https://thebusinesstransitionsherpa.com/

    Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

    Buy Laurie's Book, "The Business Transition Handbook" - https://amzn.to/4biANs5

    Link to Laurie's Masterclass, "Endgame Entrepreneurship" - thebusinesstransitionsherpa.com

    Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

    Follow Michelle on Instagram - instagram.com/michelle.e.moses

    Visit the Me Financial Website - www.mefinancial.net

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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    33 mins

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