Episode Description
Are you familiar with the family office concept? What if this is the best chance to reach financial freedom? In this week’s episode, we have an insightful conversation with Clay Hepler, the Chief Wealth Strategist of Creative Capitalist, a wealth creation firm helping clients in 50 states implement wealth creation strategists to empower them to create, protect and multiply their cash flow. His goal is to help 10,000 entrepreneurs and real estate investors in their plan in reaching financial independence by December 25th, 2024 so that they can live their legacy today on their terms. Clay challenges existing belief systems and misinformation around concepts such as money, saving, investing, wealth and retirement.
Let’s jump into how to accelerate your path to financial freedom and abundance!
Getting to know Clay - [00:01 – 08:38]
Clay’s experience having a partnership with Geoffrey Zakarian
Clay shares his background and work
Why he went from working in the US Embassy to joining his family business
How he got familiar with insurance policies
How to Accelerate Your Path to Financial Freedom and Abundance with Clay Hepler [08:39 – 25:51]
Clay introduces the Creative Capitalist Company
A designed life insurance policy that gives you early cash value and liquidity
The difference between the infinite banking and the Creative Capitalist company
Clay explains the family office concept
A structure that is very ultra-high net worth families
Why it is key to create a network of people vs the uncle effect
The process clients go through when reaching Create Capitalist
The Quattro Trio - [25:52 - 32:22]
What is your superpower?
An unhealthy or healthy obsession with getting all the right answers
What is your biggest failure?
The scarcity mindset that he has had for the majority of my life.
Want to can connect with Clay? Follow him on LinkedIn and Facebook. You can also reach him at 412-552-3029. Head to Creative Capitalist, and take advantage of the FREE WEBINAR!
LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.
Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.
Resources Mentioned:
Tweetable Quotes:
“The function of this life insurance policy is to capture the most amount of cash flow in your own personal economy that can be redeployed into purchasing assets.” - Clay Hepler
“The vision for the company is to give people opportunities that are interested in getting involved in real estate and other asset classes passively, and creating a financial plan around that.” - Clay Hepler
“The goal of [Creative Capitalist] is to have a community that can facilitate an open conversation about what's the best thing for you and your family.” - Clay Hepler