This week, Mary sits down with Ian Cruz, a CPA, investor, and co-founder of TLP Investment Services. Ian shares his journey from witnessing his parents navigate the 2008 housing crisis to owning over 100 units and leading Cincinnati’s real estate fractional community. He reflects on how personal experiences—helping his mother through financial challenges, as well as the discipline gained from boxing and marathon running—shaped his resilient, strategic approach to real estate investing.

Ian emphasizes the power of building local relationships, cultivating the right mindset, and committing to lifelong learning for long-term success. He discusses the role of community and education in fostering winning investment strategies and why innovation, sound strategy, and reliable systems are essential for managing properties effectively. Tune in to hear Ian’s inspiring story and discover actionable insights for building lasting wealth.

Topics Include:

• Ian’s Journey to Real Estate Success
• Innovations in Real Estate Investing
• The Power of Networking and Education
• Tips on Navigating Tough Times
• Current Trends and Opportunities in Real Estate

Resources Mentioned in This Episode:

TLP Investment Services

Connect with Ian & TLP:

Website

LinkedIn

Instagram

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Lance welcomes Elliott Holland, a Harvard MBA and expert in making small business acquisitions understandable and achievable. Elliott, who runs Guardian Due Diligence, has developed a proprietary system that helps professionals efficiently transition from corporate roles to multimillion-dollar business ownership. In this episode, he breaks down the key challenges, strategies, and mindsets required for successful acquisitions—highlighting common pitfalls like “analysis paralysis” and the psychological trap of "deal heat." He also introduces the concept of the “$250K salary trap,” where high earners end up living paycheck to paycheck due to lifestyle inflation.

Elliott underscores the value of mentorship, likening the right guide to a Sherpa who can lead you through the acquisition journey. He explains why buying a business often offers more advantages than launching a startup and debunks myths around passive income. Sharing personal stories, Elliott describes how business ownership has allowed him to live in Colombia and travel freely, offering a glimpse into the freedom and fulfillment that come with owning the right business.

Topics Include:

• Elliott’s Unique Journey After Harvard
• Common Challenges in Business Buying
• Developing Mindset Shifts for Success
• The Massive Importance of Mentorship
• Comparing Acquisitions vs. Startups

Resources Mentioned in This Episode:

Elliott’s Business Buying Masterclass

Connect with Elliott:

Website

LinkedIn

YouTube

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance welcomes Bo Belmont, the founder and CEO of Belwood Investments, who shares his journey from tagging along with his real estate broker mother to becoming a seasoned investor specializing in luxury fix-and-flips. Bo opens up about the challenges he’s faced—ranging from market fluctuations to navigating difficult contractors—and highlights the key factors that have driven his success in the industry.

Bo introduces the B52 investment model, designed to simplify real estate investing for both newcomers and experienced investors alike. He shares exciting updates on high-profile projects, including a significant transaction involving a property once owned by Kanye West. The conversation wraps up with Bo’s practical advice for aspiring investors and a powerful reminder of how strong networks and partnerships are essential for long-term success.

Topics Include:

• Bo’s Unique Journey Into Real Estate
• Overcoming Today’s Market Challenges
• Breaking Down the B52 Investment Model
• The Importance of Relationships in Real Estate
• Future Investment Trends and Predictions

Resources Mentioned in This Episode:

Belwood Investor App

Belwood’s YouTube Channel

Connect with Bo & Belwood Investments:

Website

LinkedIn

Instagram

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon