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Income Flip Podcast

Income Flip Podcast

Hosted by GRID Investor

Episodes

105

Latest episode

Oct 2026

Language

EN

About the show

A wealth building podcast for real estate investors who are on the path of converting their active income into passive income through asset accumulation and business ownership. The Income Flip Podcast is a narrative podcast about real estate entrepreneurs, visionaries, and the stories behind the legacies they are creating. Hosted by Rob Chevez, CEO of The CAZA Group and Founder of GRID—a global network of 20k+ members dedicated to connecting, training, and inspiring real estate entrepreneurs to think big, act bold, and embrace wealth. Rob breaks down the real estate entrepreneurial journey in every episode, from answering the call with fresh eyes and shaky beginnings to the tests and trials of a real estate investor’s path through growth, transformation, and lessons learned. He covers everything from investor habits, routines, mindset, books, life philosophies, to meeting mentors and morning rituals. So be ready to learn more than real estate tactics and get ready to learn the spirit of the entrepreneurial real estate investor.

Listen to episodes

60 recent
November 1, 2026Episode 10650 min

#106. Marcy Sagel—She Saved a Client $750K and Built an Empire From It

Marcy Sagel, founder of MSA Interiors, shares how a chance opportunity to value-engineer a building's cabinetry, with no formal multifamily experience, saved a client $750,000 and launched her career designing interiors for projects across the country. She's candid about nearly being wiped out in 2008-2009 after concentrating too much business with one client, and how that scare pushed her to deliberately diversify into affordable housing, senior living, hospitals, stadiums, and even data centers, a decision that carried her through COVID while single-vertical firms struggled. Marcy also breaks down a simple self-audit exercise that transformed how she delegates, her take on where AI can and can't replace experienced designers, and why she believes pivoting is the single most important skill for any entrepreneur.

November 1, 2026Episode 10544 min

#105. Matt Ricciardella—From Cold Calls at 20 to a $700M Portfolio

In this episode of the Income Flip Podcast, Matt Ricciardella, founder and CEO of Crystal View Capital, shares his journey from a twenty-year-old realtor cold calling and door knocking in California to building an institutional-quality investment platform with nearly $700 million in assets under management. Matt breaks down how his first house flip hooked him on real estate, why he pivoted from residential to commercial to chase passive income, and how he built his entire investment philosophy around two overlooked asset classes, self-storage and manufactured housing communities, because of their fragmented, mom-and-pop ownership and strong free cash flow. He explains how he scaled from buying properties with seller financing to launching his first fund in 2014 with no track record, why manufactured housing has become his primary focus due to shrinking supply and surging demand, and how he leads a 200-person team by staying present and working in the trenches alongside them rather than managing from a distance.

October 30, 2026Episode 10442 min

#104. Mark Miller—From a $500K Tax Bill to Never Paying Taxes Again

In this episode of the Income Flip Podcast, Mark Miller, CEO of Hilton Tax and Wealth Advisors and director of the Hilton family office, shares his path from selling wholesale goods door to door as a Boy Scout and running painting companies through college, to building an international financial newsletter, founding multiple advisory firms, and eventually partnering with Bradley Hilton to lead the Hilton family's financial arm. Mark breaks down the moment that changed everything, getting hit with a multimillion-dollar tax bill and hiring a $2,000-an-hour advisor who saved him half a million dollars in year one alone. That experience pushed him to master advanced tax mitigation himself, and within a few years he reached the zero tax bracket and never paid taxes again. He now helps business owners apply the same family-office-level strategies the Hiltons use to build and protect generational wealth.

October 27, 2026Episode 10348 min

#103. Dave Wolcott—The Six Forms of Capital: Why Wealth Isn't Just Financial

In this episode of the Income Flip Podcast, Dave Wolcott shares how becoming a father to triplets overnight sparked an obsessive twenty-year journey to understand how the wealthy actually build wealth outside of traditional 401k and stock market advice. Dave breaks down the difference between tax preparers and tax planners, why business owners and investors can legally pay a fraction of what W-2 employees pay in taxes, and how he built a portfolio spanning real estate, oil and gas, and private credit to create what he calls a trifecta of tax efficiency, passive income, and forced depreciation. He explains how infinite banking through properly structured life insurance lets investors become their own bank, and walks through the "portfolio pyramid" framework he uses with clients at Pantheon. He also opens up on the six forms of capital, financial, intellectual, spiritual, emotional, physical, and relational, and why true holistic wealth requires far more than just money in the bank.

October 2, 2026Episode 10544 min

#105. Matt Ricciardella—From Cold Calls at 20 to a $700M Portfolio

In this episode of the Income Flip Podcast, Matt Ricciardella, founder and CEO of Crystal View Capital, shares his journey from a twenty-year-old realtor cold calling and door knocking in California to building an institutional-quality investment platform with nearly $700 million in assets under management. Matt breaks down how his first house flip hooked him on real estate, why he pivoted from residential to commercial to chase passive income, and how he built his entire investment philosophy around two overlooked asset classes, self-storage and manufactured housing communities, because of their fragmented, mom-and-pop ownership and strong free cash flow. He explains how he scaled from buying properties with seller financing to launching his first fund in 2014 with no track record, why manufactured housing has become his primary focus due to shrinking supply and surging demand, and how he leads a 200-person team by staying present and working in the trenches alongside them rather than managing from a distance.

September 25, 2026Episode 10442 min

#104. Mark Miller—From a $500K Tax Bill to Never Paying Taxes Again

In this episode of the Income Flip Podcast, Mark Miller, CEO of Hilton Tax and Wealth Advisors and director of the Hilton family office, shares his path from selling wholesale goods door to door as a Boy Scout and running painting companies through college, to building an international financial newsletter, founding multiple advisory firms, and eventually partnering with Bradley Hilton to lead the Hilton family's financial arm. Mark breaks down the moment that changed everything, getting hit with a multimillion-dollar tax bill and hiring a $2,000-an-hour advisor who saved him half a million dollars in year one alone. That experience pushed him to master advanced tax mitigation himself, and within a few years he reached the zero tax bracket and never paid taxes again. He now helps business owners apply the same family-office-level strategies the Hiltons use to build and protect generational wealth.

July 13, 20221 hr 7 min

#16. Oralia Herrera— Limiting Risks And Investing From The Ground Up

Oralia Herrera, the Owner of CENTURY 21 TK REALTY, shares with Rob Chevez about how she used residual income to pay for her mortgages. Discover how to be a managing partner when it comes to real estate and learn how to limit the risk so that you can start investing from the ground up, towards acquiring wealth. gridinvestor.com/podcast Connect with Oralia: Website | LinkedIn | Facebook | Instagram

April 21, 2026Episode 9347 min

#92. Grant Wise — From Broke at 23 to Scaling Millions in Real Estate Marketing

Grant Wise shares his entrepreneurial journey starting from a young age, driven by a desire to avoid the traditional 9–5 lifestyle. After early success in home services like gutters and roofing, he made poor financial decisions that led to bankruptcy at 23. From there, he rebuilt by leveraging social media marketing, selling courses, and scaling a consulting business into millions in revenue. He later launched a SaaS company for real estate professionals, faced leadership and scaling challenges, and ultimately pivoted again to focus on partnerships and new revenue streams. His story highlights resilience, experimentation, and the importance of finding scalable, aligned opportunities within real estate and business.

December 15, 2025Episode 8252 min

#81. Alan Franks—Why Entrepreneurs Burn Out Before They Cash Out

In this episode Alan Franks, a financial planner and author of "Empowered Money" discusses the challenges entrepreneurs face, particularly the misconception of viewing businesses solely as income streams rather than valuable assets. Alan emphasizes the importance of business valuation, strategic planning, and the benefits of treating a business as an asset that can grow and provide financial security. They also explore the significance of having a succession plan and the role of financial planning in achieving personal and business goals. Alan shares insights from his book, highlighting the value of real estate and the importance of leveraging financial tools to build wealth.

August 23, 2022Episode 2059 min

#18. Omni Casey— From Surfboards To Real Estate: Investment Strategies

In this episode, Omni Casey shares his strategy for acquisition and leveraging property managers, which gave him a free hand to even grow his business and keep the cash flowing. Tune in and find out how he went from flipping surfboards to flipping real estate. CASHFLOW Board Game New Leaf Redevelopers The Miracle Morning The Cash-Flow Breakfast Club BiggerPockets The Multifamily Millionaire, Volume I The Multifamily Millionaire, Volume II

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