Investing for Generational Wealth

Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth.Like and subscribe now so you don't miss an episode.

Investing for Generational Wealth is a business podcast hosted by Keshav Kolur, with 85 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Keshav Kolur hosts Investing for Generational Wealth, a business show with 85 episodes published.

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  Investing for Generational Wealth

  EP. 85 - The Portfolio Protection Gap: Why Making Money Is Only Half the Job ft. Mark Pierce

  Aug 7, 202646 min

  An eye-opening conversation with Clive Capital Co-Founder John Lai and veteran asset protection attorney Mark Pierce, founder of Wyoming Trust Attorney, as they explore the side of wealth-building most investors never think about until it's too late. Mark brings a rare perspective. He spent years as a bankruptcy trustee attacking trusts and recovering assets for creditors before switching sides to build structures designed to withstand exactly that kind of pressure. That firsthand knowledge of how wealth plans fail under real legal challenges now shapes every strategy he builds. If you'd like to connect with Mark Pierce, you can reach him at wyomingtrustattorney.com.

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  Investing for Generational Wealth

  EP. 84 - Creative Lending Strategies Traditional Banks Cannot Offer

  Jul 23, 202646 min

  What if the financing solution you've been looking for exists, just outside the walls of your traditional bank?In this episode, Clive Capital's Keshav Kolur sits down with Aaron Marsh, 30-year corporate finance veteran and Founder of Marsh Lending to unpack the creative lending strategies most investors never hear about from their traditional bank.Whether you're a real estate investor, self-employed borrower, or high earner whose financial profile doesn't fit the conventional mold, this conversation is for you.In this video you will learn:How DSCR and bank statement loans work for investorsWhy expected rental income can qualify you for financingHow to get approved when traditional banks say noThe difference between transactional lending and a true partnershipHow smart financing decisions build long-term generational wealthThe right lending strategy can be the difference between a deal that works and an opportunity that slips away. Guest: Aaron Marsh | Founder, Marsh Lending | marshlending.com Host: Keshav Kolur | Co-Founder, Clive Capital | clivecap.com

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  Investing for Generational Wealth

  EP. 83 - Strengthening Wealth Beyond Markets, Taxes, and Trust Structures with Dr. Noah St. John

  Jul 17, 202644 min

  Most families spend decades building wealth, only to watch it vanish by the third generation. It's rarely the market or the taxman that does the damage; it's something far more hidden, and far more preventable. In this episode, world-renowned human performance authority Dr. Noah St. John, TEDx speaker and 27-time published author, joins Clive Capital Co-Founders Keshav Kolur and John Lai to go beyond markets, tax strategy, and legal structures. Together they unpack the human patterns, mindset triggers, and behavioral blind spots that quietly undermine even the most well-structured family wealth. In this conversation: The hidden trigger inside every $50M+ family that quietly caps generational performance, decade after decade The real reason 90% of family fortunes disappear by the third generation, and why it's not what most people assume Connect with Dr. Noah St. John: 🌐 noahstjohn.com 📧 thenoahstjohn@gmail.com

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  Investing for Generational Wealth

  EP. 82 - AI Search Is Quietly Reshaping Markets with Robert Checchia

  Jul 14, 202648 min

  AI search is transforming how investors discover, evaluate, and trust financial information. As algorithm-generated answers replace traditional search results, speed has won out but accuracy and context haven't always kept pace. In this episode, we dig into how AI search is reshaping financial media, where AI-generated insights quietly fall short, and what investors need to do to separate credible analysis from confident-sounding misinformation. You'll walk away with practical frameworks for evaluating AI-generated financial content, spotting hidden biases, and making sharper, better-informed investment decisions in an increasingly automated information landscape. Joining us is Robert, CFO of a private equity-backed, 300-person financial media company, where he drove a 1,200 basis point improvement in operating margins and led the company's shift toward higher-margin, recurring revenue streams. Over a 20+ year career in finance, Robert has led and navigated a wide range of transactions from mid-market restaurant sales and distressed restructurings to a $5.8 billion strategic sale and a $50 million LBO refinancing. Tune in for a look at AI, trust, and the future of financial media.

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  Investing for Generational Wealth

  EP. 81 - Strategic Legal Planning For Sustainable Small Business Growth

  May 21, 202651 minS0

  <p>In this episode, running a small business is one of the most rewarding investments you can make, but without the right legal foundation, even the most promising ventures can face costly setbacks. Matthew breaks down the essential legal planning every business owner needs and tackles the real challenges facing small businesses today.</p><p><br>With over two decades of experience in business law, Matthew will discuss:<br>- Legal strategies for growing and sustaining long-term business value<br>- Issues facing small businesses</p><p><br>Matthew Fornaro is a Florida-based business law attorney with over two decades...

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