What if you could earn the kind of returns banks make — without tenants, toilets, or 2am repair calls? In this podcast of Carson’s Corner, Carson sits down with Shawn Muneio, Co-Founder of Bequest Asset Management, to break down how everyday investors can “be the bank” and build genuinely passive income through mortgage notes and private credit.
Shawn Muneio, Co-Founder and Managing Partner of Bequest Asset Management, breaks down the barriers of the private investment space. For too long, high-level financial tools and alternative asset classes were reserved exclusively for accredited investors. This video explores the transformative power of Regulation A (Reg A+) offerings, which allow everyday investors to access private credit and mortgage-backed opportunities with as little as $5,000. We discuss why major financial institutions often steer clients toward conventional stocks and bonds, and why branching into self-directed IRAs can be a game-changer for your long-term wealth strategy.
Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.
Martin Saenz, Managing Partner at Bequest, joins us to discuss successfully running a business, cash flow investing and financial freedom. We delve into some of his toughest lessons learned, and some of his best accomplishments.
Gerald Tostowaryk (host): Gerald discusses trends, economics, and general real estate information to help you stay informed on the market. He has interviewed a variety of industry experts to help you make informed and educated decisions.
Tired of market swings and investment stress? Learn how private real estate and energy assets can generate 8–12% predictable monthly income, without relying on Wall Street. Watch this webinar replay with Bequest’s team and discover how to invest with confidence in any market.
During this eye-opening session, we reveal
The Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflation
The 50/30/20 Revolution: How Larry Fink’s portfolio model is replacing the outdated 60/40 approach
The Alternative Advantage: Inside Bequest’s mortgage note and energy investment strategy
The Millionaire Blueprint: Step-by-step examples showing how to potentially reach 7-figures
Discover why passive income is more than just a buzzword—it’s the foundation for financial freedom. Join Martin Saenz from Bequest Asset Management as he breaks down the power of monthly passive income, the importance of starting early, and how compounding interest can transform your future. 💡📈 👥 Ready to do the math? Learn how you can build a predictable and stress-free financial legacy!
learn about a little-known strategy used by the ultra-wealthy that could transform your financial future. If you’re searching for safe, steady, and passive income in today’s uncertain world, this masterclass is your roadmap.
Martin Saenz and Shaun Ausborn tackled today’s Income Challenge head-on, explored the pitfalls of traditional wealth-building paths, and shared how Bequest is paving the way to more passive income. 💡✨
From free tools and strategies to unlocking that dream ‘mailbox money’ income stream, this session was packed with actionable insights you won’t want to miss! Replay now and start building your financial freedom. 💼💰”
:🚀 Create Your Future, One Day at a Time 🚀In this video, Bequest’s Martin Saenz introduces the Bequest Legacy Planner—a powerful tool designed to help you align your life thesis with your investment thesis in a clear, actionable outline with regular check-ins.Presented at SurgeU, an institution dedicated to empowering individuals through faith and education, this planner will guide you in making purposeful, impactful decisions for your future.
