Wealth Calls

Providing our community of real estate investors & owners with reliable and relevant information in order to make informed & educated decisions in building, protecting, and transferring generational wealth through real estate ownership

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July Wealth Call: Understanding Ownership Structures: Maximize your assets & Minimize your risks & taxes

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Video Gallery

Stay ahead and learn how to make informed decisions by exploring our wealth call library – featuring relevant and updated videos from local experts in San Diego's dynamic real estate market.

How I Spent $300,000 Tearing Down & Rebuilding a House in San Diego (2026)

Last year, I tore down and rebuilt a rental property from the ground up right here in San Diego and I tracked every single dollar along the way. In this video, I'm breaking down the full itemized cost, trade by trade: demolition, structural, plumbing, electrical, HVAC, roofing, landscaping, and more.

Win the Tax Game: Strategies the Wealthy Use Every Year (August 2026 Wealth Call)

Whether you get a W-2, a 1099, or both - chances are you're overpaying the IRS. Not because you're doing anything wrong, but because nobody showed you the strategies the wealthy use. Join me and Jesse Lipscomb with Roadmap Tax Solutions as we discuss tax strategies covering the fundamentals you need to have in place and some of the lesser known advanced strategies, including becoming an “executive film producer!”

Is San Diego's Housing Market Splitting in TWO?

Single-family inventory is down 26% year-over-year while pending sales are up 4%, suggesting demand remains strong despite fewer homes coming to market. At the same time, the condo and townhome market is seeing inventory increase while new listings continue to come online.

How Homeowners Are Unlocking Equity in Today’s Market (Home Equity Investment)

In this video, I sit down with JJ Devilliers to discuss how homeowners are accessing equity in today’s market and some of the newer alternatives to traditional refinancing and HELOCs.

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