Summary: In this episode, Kevin Kaylakie speaks with Chad Braun, the managing partner and co-founder of Fifth Corner. Chad shares his incredible professional journey and how the Irreplaceable Corners

In this episode, Kevin Kaylakie speaks with David Steinwedell, founder and CEO of Affordable Central Texas. They provide a brief overview of a private sector solution to a current problem in Austin an

Kevin and David discuss: Investing in Value-Add versus Core-Plus investments and risk adjusted returns. Leverage and risk. To have negative leverage or to be overleveraged? Real estate as an asset a

In this episode, Kevin Kaylakie speaks with Christopher Holtby, Co-Founder and Head of Learning & Business Development of Wealth Advisors Trust Company. Kevin and Christopher discuss: Removal and a

In this episode, Kevin Kaylakie speaks with John Anderson, Chief Financial Officer at 35South Capital. Kevin and John discuss: Core plus real estate assets. 35South Capital and the closing of thei

In this episode, Kevin Kaylakie speaks with Connee Sullivan, Head of Family Office Service for SineCera Capital. Kevin and Connee discuss: Tax Preparedness: contributions to 401(k)s, HSAs, 529s, C

In this episode, Connee Sullivan speaks with Kevin Kaylakie, founder and CEO of SineCera Capital. Kevin and Connee discuss: The meaning of SineCera The story behind and basis of our core values Be

The dynamics of selling a business have changed considerably over the years. Private equity firms are increasingly focused on creating synergies, and many founders are staying in the business even aft

Vintage timepieces are more than watches. They are unique pieces of history. They can be passed down from one generation to the next, and they often increase in value over time. Vintage watches offer

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, self-directed IRAs enable owners to invest their reti