Investing for Generational Wealth
by Keshav Kolur
Latest episode
EP. 92 - The Final Quarter Advantage: Save 5-6 Figures On Taxes
EP. 92 - The Final Quarter Advantage: Save 5-6 Figures On Taxes
About this podcast
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.
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Episodes
The newest 20 of 92 episodes
- EP. 92 - The Final Quarter Advantage: Save 5-6 Figures On Taxes · 56 minWhat if you could keep $100K+ more of your income every year, legally?In this webinar, Keshav Kolur, founder and principal of Clive Capital, goes beyond the usual “max your…
- EP. 91 - Part 2: The Portfolio Protection Gap: Why Making Money Is Only Half Of Your Job ft. Mark Pierce · 46 minWhat if the biggest threat to your wealth isn’t the market, but what happens inside your own family? In this follow-up episode of Investing for Generational Wealth, host John Lai…
- EP. 90 - Inside the $10M Oil & Gas Fund: how to Limit Risk and Maximize Returns ft. Courtney Moeller · 1 h 1 minOil and gas works differently from stocks, real estate, or crypto. Your biggest cash flow comes early, not at the exit.In this webinar, Keshav Kolur and John Lai of Clive Capital…
- EP. 89 - Private Real Estate Lending: Building Passive Income for Generational Wealth · 54 minPrivate real estate lending has quietly become one of the most powerful wealth-building tools available to accredited investors and yet most people never hear about it until…
- EP. 88 - Keeping Wealth May Be Harder Than Creating It ft. Jean-Baptiste Wautier · 46 minAnalyze the Bernard Arnault strategy to see how high-level business decisions impact long-term value.Jean Baptiste Wautier breaks down the decision-making process behind one of…
- EP. 87 - From Serving Your Country to Securing Your Future ft. Ben Batiste · 50 minSequence of returns risk is the silent killer of retirement plans. This breakdown explains why timing matters more than your total savings. Most retirees assume that a…
- EP. 86 - The Iran War Is Back. Here's How It's Affecting Your Investments | Clive Capital Q2 2026 · 42 minClive 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…
- EP. 85 - The Portfolio Protection Gap: Why Making Money Is Only Half the Job ft. Mark Pierce · 46 minAn 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…
- EP. 84 - Creative Lending Strategies Traditional Banks Cannot Offer · 46 minWhat 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…
- EP. 83 - Strengthening Wealth Beyond Markets, Taxes, and Trust Structures with Dr. Noah St. John · 44 minMost 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…
- EP. 82 - AI Search Is Quietly Reshaping Markets with Robert Checchia · 48 minAI search is transforming how investors discover, evaluate, and trust financial information. As algorithm-generated answers replace traditional search results, speed has won out…
- EP. 81 - Strategic Legal Planning For Sustainable Small Business Growth · 51 minIn 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…
- EP. 80 - Tax-Smart Wealth Building (Harvesting, Asset Location, Charitable Strategies) · 53 minChad 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…
- EP. 79 - The Wealth Strategies Hidden in Plain Sight · 55 minIn 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…
- EP. 77 - Inside the Minds of $10M Fund Managers · 48 minJoin 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…
- EP. 78 - $10M Raised & What's Next: Clive Capital Q1 2026 Update · 36 minIn 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…
- EP. 76 - The Case for More Conflict, Not Less, When Talking About Wealth with Jeffrey Condren · 51 minMost families think avoiding money conversations keeps the peace. Jeffrey Condren says it's actually what tears them apart. In this episode, Jeffrey Condren, CFP® and Senior…
- EP. 75- Diversifying into Private Equity using Retirement Monies with Henry Yoshida · 44 min🚀 Your 401(k) can do way more than stocks and mutual funds. Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman…
- EP. 74 - The Tax Playbook for Entrepreneurs Building Generational Wealth with Mike Milligan · 49 minYour CPA files what happened. They don't plan what could happen. And that difference is costing you wealth. In this episode, Mike Milligan, CFP® and founder of One Oak…
- EP. 73 - 401(k) Optimization — Maximizing Tax Deductions & Employee Benefits with Paul Sippil · 54 minAre you unknowingly losing thousands in hidden 401k fees? Forensic 401k consultant Paul Sippel exposes how businesses are being charged excessive fees that come directly out of…
