Joe Williams: Inside the Mind of Keller Williams’ Co-Founder
Joe Williams: Head, Heart, and the Agent-First Playbook.A masterclass in leadership, resilience, and building a legacy that lasts. In this candid conversation, Joe Williams—co-founder of the world’s largest privately held real estate company—reflects on the grit, vision, and human touch that built Keller Williams from a small Texas brokerage into a global empire. What You’ll […]
Deferring Taxes, Redefining Freedom
How Installment Sale Trusts Empower Sellers to Keep More of What They Earn Selling a business or investment property can be a double-edged sword—your life’s work turns into a lump sum, but so does a massive tax bill. In this episode of Financial Sandbox, Herb sits down with Morris Chub, CPA, a former NASDAQ CFO […]
From Loss to Legacy
Spencer Goodrich on Protecting Families’ Futures In this episode of The Financial Sandbox, Herb sit down with Spencer Goodrich, a financial service wholesaler with Forbridge Financial. Spencer has spent 11+ years helping advisors protect their clients’ retirement assets with tools like life insurance and annuities. But this conversation goes beyond products—it’s personal. Spencer shares how losing his […]
Reverse Mortgages, Demystified
In this Financial Sandbox episode, Herb sits down with Clay Selland —a Reverse Mortgage Specialist, CPA, and one of roughly 200 professionals with the CRMP (Certified Reverse Mortgage Professional) designation. Clay breaks down what reverse mortgages are (and aren’t), how the FHA-insured version evolved, who they help, and why planning early can turn home equity […]
Super CPA on 1031 Blind Spots
Seller Carry, Balloons & Better Outcomes In this Financial Sandbox episode, Herb sits down with Dave Haupt, our resident Super CPA, to unpack real-world mistakes owners make when selling a business or property and planning a 1031 exchange. What you’ll learn About David Haupt Dave Haupt is a seasoned tax professional with expertise in tax […]
Real Estate, 1031 Exchanges, and the Baker Tilly Advantage
In this eye-opening episode of The Financial Sandbox, host Herb Alston sits down with Remy from Baker Tilly, one of the largest and fastest-growing accounting and consulting firms in the country. From international roots to real estate expertise, Remy shares the inside story of Baker Tilly’s expansion into 1031 Exchanges, Delaware Statutory Trusts (DSTs), and […]
Understanding Prop 19 with Katie Smith from WFG Title
In this episode, we dig into Prop 19 — a game-changer for California homeowners, investors, and families looking to pass down property. Katie Smith of WFG Title, breaks it all down: What changed from Prop 60/90 to Prop 19 How Prop 19 impacts property tax transfers Rightsizing vs. downsizing (and why words matter) What happens […]
Inside the $25B World of DSTs with Anthony Calderone of Inland Private Capital
https://youtu.be/rOHTRDdl8rk Welcome to another episode of The Financial Sandbox, where we clean up the chaos of finance with facts, fun, and a dash of sarcasm. This week, we dive deep into the powerhouse behind thousands of 1031 Exchanges: Inland Private Capital. Herb sits down with Anthony Calderone, a senior executive at Inland, for a candid, […]
Smart Investments: Why Multifamily and Data Centers Make Sense
https://youtu.be/85Q8yUvYdyc A Conversation with Matt Calabrese from Carter Funds This episode features Matt Calabrese from Carter Funds, a financial powerhouse with over $5 billion in assets under management (AUM). Carter Funds specializes in 1031 exchange DSTs, multifamily real estate, and data centers—each offering unique investment opportunities. Why Go Alternative? Unlike traditional stocks and bonds, alternative […]
Exploring the World of Tax-Advantaged Real Estate with ExchangeRight
https://youtu.be/Vv7HOUOhWf0 Discovering Trusted Solutions for Investment Success Welcome to another episode of our podcast, where we bring you insight and expert perspectives to help you make informed financial decisions. Today, we’re thrilled to have Nick Johnson from ExchangeRight sharing his expertise on tax-advantaged real estate solutions and the innovative approach that has made ExchangeRight a […]
Maximize Your Real Estate Portfolio with 1031 Insights
Finances can feel overwhelming, but we’re here to simplify the conversation with facts, a dash of wit, and a lot of expertise. This week, Herb Alston dives into the world of 1031 exchanges with expert James Callejas of IPX 1031 Exchange. If you’re a property owner or investor curious about deferring taxes while maximizing real […]
Unlocking Real Estate Wisdom with Erica Blue
On Herb Alston’s podcast, Erica Blue, Regional VP at Trilogy Real Estate Group, shared an inspiring perspective on the company’s focused and intentional approach to real estate investment and development. From her formative years in Orange County, California, to her current role in tackling multifamily housing challenges, Erica’s passion and expertise stands out. Guided by […]