Investing for Generational Wealth

Hosted by Keshav Kolur

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Latest episode

Aug 2026

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EN-US

About the show

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.

Listen to episodes

60 recent

August 20, 202642 min

EP. 86 - The Iran War Is Back. Here's How It's Affecting Your Investments | Clive Capital Q2 2026

Clive Capital Co-Founders Keshav Kolur and John Lai break down their Q2 2026 Quarterly Report covering the return of the Iran War, surging oil prices, the AI trade wobble, private credit stress, and shifting real estate trends across the country.Get a transparent, asset-by-asset look at portfolio performance across multifamily, build-to-rent, oil and gas, industrial warehouses, and private debt including what's at above and below projections.Plus, hear about Clive Capital's expanding tax strategy program, the launch of their new Atlanta-based real estate fund and what investors can expect heading into the second half of 2026.

August 7, 202645 min

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

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.

July 23, 202646 min

EP. 84 - Creative Lending Strategies Traditional Banks Cannot Offer

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

July 17, 202643 min

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

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

July 14, 202647 min

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

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.

May 21, 202651 min

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

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. With over two decades of experience in business law, Matthew will discuss: - Legal strategies for growing and sustaining long-term business value - Issues facing small businesses Matthew Fornaro is a Florida-based business law attorney with over two decades of experience guiding entrepreneurs and families through every stage of their business journey. A mentor for new entrepreneurs and a trusted advocate for small and medium-sized businesses and have been recognized by Forbes. Join Matthew and Clive Capital for an insightful and empowering conversation that bridges the gap between smart legal planning and sound business investment. This is your opportunity to gain expert legal knowledge directly applicable to your business and investment goals, all in one focused session designed with the small business owner and investor in mind.

May 21, 202652 min

EP. 80 - Tax-Smart Wealth Building (Harvesting, Asset Location, Charitable Strategies)

Chad Taylor breaks down the real-world financial decisions high earners and newly liquid families face as their wealth grows. Drawing on over 20 years of experience in major brokerage firms including his role as SVP of Wealth Management at UBS, Chad shares practical, planning-driven strategies designed to optimize taxes, avoid costly mistakes, and build long-term financial clarity. Now leading Seapoint Wealth Advisors, he brings a more personalized approach to wealth management cutting through unnecessary complexity and focusing on what truly moves the needle. Join Chad Taylor and Clive Capital for a focused deep dive into tax-efficient strategies, smarter capital deployment, and disciplined wealth building without the overengineered noise. If you are navigating growing wealth and want to make smarter, tax-efficient decisions without overcomplicating the process, this is a conversation you won’t want to miss.

May 21, 202654 min

EP. 79 - The Wealth Strategies Hidden in Plain Sight

In this episode, Alan Porter dives into the financial strategies the wealthy use strategies most people never learn to help you legally eliminate or drastically reduce taxes in retirement. With decades of experience as a Certified Tax and Business Advisor, Alan will discuss: - How to create a tax-free retirement plan tailored to your goals. - Proven strategies to legally reduce or eliminate taxes on your investments and income. -The insider wealth-building tactics the wealthy rely on that most people never hear about. -How to protect your family and legacy while maximizing financial growth. Alan leads a powerhouse team of CPAs, tax attorneys, and elite financial professionals dedicated to delivering tax-free retirement solutions and bulletproof financial strategies. Featured in over 1,100 publications and bestselling author of Tax Free Retirement Solution, Alan has spoken at Harvard, West Point, and appeared on major media outlets including ESPN, Fox, ABC, and CBS. Join Alan and Clive Capital to gain insider insights and actionable strategies for building a tax-efficient, prosperous retirement. Don’t miss this opportunity to learn from one of the most trusted authorities in tax-free wealth planning. Take the steps today to secure your financial future.

May 21, 202648 min

EP. 77 - Inside the Minds of $10M Fund Managers

Join us for an insightful session that explores how fund managers identify, analyze and select investment opportunities in today’s dynamic financial markets. We will take a closer look at the decision-making process behind portfolio construction from evaluating potential investments to managing risk and maximizing returns. Participants will gain practical insights into the analytical frameworks, key metrics, and strategic thinking that fund managers use when determining which opportunities make it into their portfolios. Whether you are a student interested in finance, an aspiring investment professional, or simply curious about how investment decisions are made at the fund management level, this session will provide valuable perspectives on how successful investment strategies are developed. What you’ll learn: • How fund managers screen and evaluate investment opportunities • Key factors considered when selecting investments • The role of research, analysis, and risk management • Real-world insights into portfolio decision-making Don’t miss this opportunity to step inside the mind of fund managers and better understand how investment decisions shape portfolios and markets.

April 17, 202636 min

EP. 78 - $10M Raised & What's Next: Clive Capital Q1 2026 Update

In this episode, the key macroeconomic trends driving today's investment landscape from sticky inflation and slowing GDP growth to tariff impacts, the AI Supercycle, and the real estate sectors best positioned to thrive. Transparent, asset-by-asset performance updates across our active portfolio of 1,100+ apartments, 16 industrial warehouses, and 47 oil and gas wells and share what's driving results across every investment class. Clive Capital identifies institutional-quality opportunities, evaluates risk and returns, and builds a diversified, cash-flowing portfolio outside of the stock market. This session delivers real, actionable perspective: -How macroeconomic shifts and AI are reshaping investment opportunities in 2026 -Transparent performance updates across Multifamily, NNN Industrial, Oil & Gas, and Private Debt -Key metrics Clive Capital uses to evaluate risk, cash flow, and equity growth -Upcoming opportunities including Iron Horse Energy Fund II, targeting 18–20% IRR Connect with Clive Capital: clivecapital.comDISCLAIMER: This episode is for educational purposes only. We are not financial advisors. All investments are subject to risk including the possible loss of principal. Please consult your