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Your Active Wealth

BNY Wealth

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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Passive Income, Active Wealth Podcast starring Wendy Sweet, Jonathan Davis and Bill Fairman. Founders of Carolina Capital Management., LLC in Rock Hill SC. Wendy & Bill have a passion for educating and sharing their 25+ years of investing and lending experience! Both are regularly asked to speak at National Real Estate events and always come away as a crowd favorite. 100% Content!! The Most Trusted Voice in Hard MOney
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History proves that election results do not significantly impact the stock market. In fact, equities have performed well no matter what type of administration or Congress takes office. However, the outcome of the election may drive returns at the sector level. In this episode of Your Active Wealth, Alicia Levine, head of investment strategy and equ…
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Tax planning is usually not top of mind until it’s spring and the deadline to file is around the corner. However, there are multiple considerations to be aware of this year, prompting the need for more proactive planning. In this episode of Your Active Wealth, Jere Doyle, senior wealth strategist at BNY Wealth, reveals why taxpayers need to have ea…
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Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when they require further assistance? In this episode of Your Active Wealth, Samy Dwek, founder and CEO of the Family Office Doctor, sh…
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The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron Dinin, Faculty at Duke University Innovation & Entrepreneurship and Co-Founder of Audience Acceleration Labs, the hardest part of l…
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When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such a…
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Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Je…
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Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, head of residential appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a hom…
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The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Wea…
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Bill Fairman (00:01): Hi, folks. This is the time of the year that you hate. It's called Setting Your Goals for 2023. We're gonna have more about that right after this. (00:33): Thank you for joining us on the Real Estate Investor channel, hard Money for Real Estate Investors. We are Carolina Capital Management private lenders in the Southeast for …
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Bill Fairman (00:01): Greetings, everyone. We are live. Thank you for joining us. Wendy will not be with us today. She is currently at, I don't know, 30,000 feet on, on an airplane. So we're gonna talk about the year end review, even though the year isn't over with yet, but I don't know what much more will transpire between now and the first. So we…
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Your 2022 In Review! Visit our website: https://www.CarolinaHardMoney.com Join Bill Fairman, Wendy Sweet, and Jonathan Davis, LIVE! every Thursday at 12 pm ET for the Real Estate Investor Show - Hard Money For Real Estate Investors! As 2022 is nearing its end, the Carolina Capital Management team takes a look back at the relevant real estate events…
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Today's Market and the Non-QM Loan Join the Carolina Capital Management team LIVE every Thursday at 12 pm ET for the Real Estate Investor Show - Hard Money For Real Estate Investors! This week, Bill Fairman, Wendy Sweet, and Jonathan Davis are joined by Bryan Maddex of AmeriFirst Home Mortgage to discuss Non-Qualified Mortgage Loans! With over 20 y…
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Join Bill Fairman, Wendy Sweet, and Jonathan Davis LIVE! every Thursday at 12:00 PM ET for the Real Estate Investor Show - Hard Money For Real Estate Investors! Brett Sims, the Head of Growth of Renovo Financial, joins the Carolina Capital Management team to talk about the current market updates, especially the DSCR loans. Renovo Financial: Their s…
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00:00:01 Greetings, everyone. Welcome to the show. We are going to talk about capital raising and why it's important to your deals right after this. Wendy Sweet 00:00:34 That's funny. That's like a so funny when you see people on the news doing a news set and they say something and they just wait for stuff to happen and they wait for stuff to happe…
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Bill Fairman 00:00:02 Greetings. It's another week, Wendy Sweet 00:00:05 Ola. Bill Fairman 00:00:06 Lovely time in the, in the city. The big, big city of Rock Hill. South's, right? Carolina, Excuse me. Wendy Sweet 00:00:12 Poor guy. Bill Fairman 00:00:14 Today we're going to talk about investing with family and friends, and we will get to it right …
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Bill Fairman 00:00:01 Hi everyone. We're right on time as usual. Sorry about that. Mike. Thanks for hanging around for an extra minute. Our theme this month has been Small dollar lending, raising capital, and investing with family and friends. Yep. And we are going to get in depth with our special guest who's going to give us some insights into her…
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https://youtu.be/peAAjhtlKxA Bill Fairman 00:00:02 Greetings. Hope everyone is doing well. We are actually live with this show. Maybe you didn't know this, but last week's was not live. It was prerecorded because we were all out of town. So we're going to talk about several things today, being a small dollar lender, investing with family and friend…
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BNY Wealth’s “Do Well Better” campaign highlights and celebrates clients who are wielding their wealth with purpose, be it through their philanthropy or by launching ventures that positively impact society. In this episode of Your Active Wealth, Carlos Martinez, founder of Clement Capital Partners, a visionary leader and entrepreneur with over 30 y…
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Bill Fairman 00:00:00 Oh, see that. Hey, welcome back. We are going to talk about scaling responsibly. One of the things that we run into is, should you scale in a coming downturn? Absolutely. You have to scale responsibly. We're gonna talk about that right after this. Bill Fairman 00:00:37 Welcome. We're back here with our take two or question 2.0…
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https://youtu.be/YmfjzV0YiwI Bill Fairman 00:00:01 Not this time. Oh, we're on now. What a surprise. So there's been a lot of discussion about how to get into markets that are not overpriced. So we're gonna do a show today about finding emerging markets, and you will get that information right after this. Bill Fairman 00:00:44 Good afternoon everyo…
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Start with a breakthrough idea, stir in hard work, add some perseverance, quality service, a positive culture and mix. The result: a tasty business that rises to 450 locations. On the final episode of the Your Active Wealth business owner podcast series, Dena Tripp, an entrepreneur and co-founder of Nothing Bundt Cakes, discusses how a business she…
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Bill Fairman 00:00:02 Hello, everyone. Welcome to the show. Our whole theme. This month has been about financial freedom and we are going to discuss this, to discuss what financial freedom is for each of us, Jonathan, Wendy, and myself, right after this greetings everyone. Bill Wendy, Jonathan. We are Carolina capital management. And thank you so m…
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Bill Fairman 00:00:00 I don't even see it up there. Oh, hi folks, bill Fairman here. We are going to talk about what freedom financial freedom actually means to you right after this greetings from the grand downtown rock hill, South Carolina. Woohoo. We are Carolina capital management. Thank you so much for joining us on the real estate investor sh…
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Bill Fairman 00:00:01 Hi folks greetings today. We're gonna talk about your burn rate. What's important about it. Does it change over time? We will get that and more with our special guest, Dr. David Phelps, right after this Wendy's Hasling me because I wasn't smiling enough. So I'm just gonna talk like this, the rest of the way. Greetings. I am bi…
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Jonathan Davis 00:00:01 Hi everyone today we're discussing risk mitigation. And what are some of the risks that you may not be thinking about while investing right after this? Jonathan Davis 00:00:35 So I'm stepping in for a bill today. He usually gets through the, the whole intro, but just, you know, bear with me here we are. This is the real esta…
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How can a business build a winning corporate culture that empowers employees, helps clients thrive and drives profitability? In the third episode of our business owner series, Paul Spiegelman, an entrepreneur, author, and philanthropist, discusses how a business he started with his brothers in his parents’ garage grew into a successful healthcare e…
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Bill Fairman 00:00:02 Are continuing doing our of wall street versus real real estate. And we got a great Bill Fairman 00:00:23 Greetings it's bill it's bill and it's Jonathan and we are our Carolina management. Welcome so much to the what show again, the real estate, the real estate investor show char money for real estate investors, investors, Ca…
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Bill Fairman 00:00:02 Hi everyone. We are continuing this theme of how to build wealth, whether it's in the stock market or real estate. And we've got a wonderful guest right after this, Bill Fairman 00:00:37 Your eatings, once again, from the, I wanna say it's the capital of South Carolina, but it really isn't. It is not. No, yeah, we're just on t…
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In the second episode of our business owner series, Varish Goyal, president and CEO of Vintners Distributors, Au Energy and Loop Neighborhood Markets joins the podcast to explain why he turned away from a career in medicine and joined his family’s business. He then took the company in a different direction through his interest in technology and ser…
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Bill Fairman 00:00:01 Hi everyone. Bill Wendy and Jonathan here. We're gonna talk about rich dad. Poor dad. Who's your daddy. Once again, greetings. Thank you so much for joining us on the real estate investor show hard money for real estate investors. We are Carolina capital management lenders in the Southeast for real estate professionals. If you…
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Bill Fairman 00:00:03 Greetings folks. So, you know, we love self storage. We love 'em so much. We ended up buying some. So in this episode, we're gonna talk about lessons learned right after this. Thank you for joining us on the real estate and investors show hard money for real estate investors. We are Carolina capital management, private lenders…
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Bill Fairman 00:00:02 Welcome everyone. I'm supposed to do a short tease. So already off to that start, we'll be ranked back after this. Bill Fairman 00:00:32 Wow. And they told me there were no new graphics. Thank you. That was pretty interesting. Wasn't it? That was good. Yeah. All right. Well, thank you so much for joining us on the real estate …
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In the first episode of our business owner series, healthcare entrepreneur Arnie Burchianti shares his story of starting a home-based healthcare company in his native state of Pennsylvania. Leveraging scale and technology, Arnie was able to reduce the cost of care while delivering a higher standard of care. Over time, Arnie led the company through …
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Bill Fairman 00:00:00 On the other. Hello, welcome. Oh, look, Wendy has shown up out in the west somewhere. Oh, Jonathan Davis 00:00:10 Nice. Bill Fairman 00:00:12 Her campsite. So this is welcome to this week. And as the headlines say, Zillow reports, the sky is falling in well, right after this message. Bill Fairman 00:00:49 So looking for, I lov…
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https://youtu.be/pgjlTpBq7VA Bill Fairman 00:00:01 Hi, everyone. It's great to be back in this show. We're gonna answer this burning question. Greetings I'm bill Fairman I'm with Carolina capital management and welcome to the real estate investors. Show hard money for real estate investors. If you are in the market for a loan for one of your projec…
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Visit our website: https://carolinahardmoney.com Rising rates? High Inflation? Now is the time to be doing the best due diligence of your life! Join the Carolina Capital Management team every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors. In this episode, Wendy Sweet and Jonathan Davis shared …
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In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and bl…
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Visit our website: https://carolinahardmoney.com The Most Important Investment Ever! Do you invest in yourself? Join the Carolina Capital Management team every Thursday at 12 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! In this episode, Bill Fairman and Wendy Sweet shared their biggest lessons learned from la…
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Visit our website: https://carolinahardmoney.com Join the Carolina Capital Management team every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors. In this episode, Bill Fairman, Wendy Sweet, and Jonathan Davis will be discussing the latest breaking news in the real estate world and what might the…
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Visit our website: https://carolinahardmoney.com Join the Carolina Capital Management team every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money for Real Estate Investors. In this episode, Bill Fairman & Wendy Sweet will be discussing the current state of the Real Estate Industry! What's going on? Houses sitting on the m…
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Visit our website: https://www.CarolinaHardMoney.com In today's episode, the Carolina Capital Management team is joined by Fernando Angelucci to discuss the benefits of adding self-storage to your retirement portfolio, the current market, and any changes due to higher financing costs in underwriting. Fernando Angelucci started doing real estate on …
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Gone are the days when investors can expect a traditional 60/40 allocation to bonds and stocks will meet their financial goals. In this episode, Joanna Berg, senior alternative investments strategist, joins the podcast to explain how the world of investing has changed, and why exposure to alternative investments, like private equity and real estate…
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Confessions of a Real Estate Deal Maker| REI Show- Hard Money For Real Estate Investor Visit our website: https://carolinahardmoney.com Dave Payerchin joins Carolina Capital Management Team to share some of his Confessions as a Real Estate Deal Maker. Dave has been in real estate since 2005. He has bought/sold/fixed/rented over 1000 properties in h…
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When you have a substantial amount of wealth, it makes sense to think about your balance sheet like an institution. This means reviewing your expenditures periodically to account for personal spending habits, as well as external factors like market performance and inflation. According to Terry Sylvester Charron, head of investment advisory and plan…
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The Biggest Opportunities For Real Estate Investors In Today's Market! Visit our website: https://carolinahardmoney.com Join the Carolina Capital team LIVE every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! In this episode, Bill Fairman and Jonathan Davis give additional insight into the cur…
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State of the Real Estate Industry! | REI Show - Hard Money for Real Estate Investors Visit our website: https://carolinahardmoney.com Join the Carolina Capital team LIVE every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! This week Wendy Sweet & Jonathan Davis will be discussing the current S…
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Visit our website: https://carolinahardmoney.com Join the Carolina Capital team LIVE every Thursday at 12:00 PM Eastern for the Real Estate Investor Show - Hard Money For Real Estate Investors! This week, Leon Barnes joins Bill Fairman to discuss the current trends and what to expect in residential Real Estate going forward in the next year. Leon i…
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Did you know that if the heat source in your house is different from all the other comps that are on your appraisal, that lender has a problem with it? It’s the little stuff you don’t realize you really need to realize how they work. Lenders have problems with things. They want to make sure that when they take back the house they can sell it fast a…
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When people open up an appraisal the first thing they do is look at the price. If it is a price you like then it was good. But did you know there are other things in an appraisal that can tell you this is not a good deal even if the numbers work? Appraisal tells you everything about the house. Carolina Capital is a hard money lender serving the nee…
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If you got a house on a dirt road and you are trying to get a conventional loan on it, did you know that you have to have a third-party contractor, that’s everybody’s agreed to, that’s actually taking care of that road on a regular basis or they won’t do the loan? #shorts Carolina Capital is a hard money lender serving the needs of the “Real Estate…
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