Podcasts
Journey to Multifamily Millions Podcast - How 831(b) Plans May Be the Solution to Your Insurance Woes with Van Carlson
About: On the Journey to Multifamily Millions Podcast, we set out on the journey of building wealth through multifamily real estate together, talking to experts in the field every step of the way. It doesn't matter if you're new or experienced, every journey starts with a single step and there's always more to learn. This is the Journey to Multifamily Millions Podcast with your host, Tim Little.
PraticeCare Podcast - Van Carlson on Tax Advantaged Savings When Insurance Doesn't Pay
About: PracticeCare is devoted to helping private practice owners in healthcare stay private. We do that via guests who offer bite-sized business experience and advice… the kind you didn’t get in school. Our guests are private practice owners and service providers who help them. If you want to know just enough about business decisions you face to make a good one, PracticeCare is for you.
The Power Producers Podcast - A Well Kept Secret with Van Carlson
About: In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Van Carlson, Founder of SRA. Van discusses his approach to risk mitigation through tax deferral strategies and his unique perspective on creating efficient business plans and navigating the challenges entrepreneurs and business owners face in today’s financial landscape.
The White Coat Investor Podcast - Captive Insurance
About: We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles.
Measured Risk Portfolios - Captive Insurance & the 831(b) Tax Code: Safeguarding Businesses in an Uncertain World
About: Van explains that captive insurance is a risk mitigation tool that allows business owners to deduct and defer income for management purposes. He discusses the different types of captives and gives examples of businesses using captives for self-insurance.
MULTIFAMILY AP360 - The Best Solution for Managing Unknown Risks in Every Industry Ft Clay Ogden
About: Clay explains the claim process for 831(b) plans and mentions some complex scenarios they have encountered, such as supply chain interruptions during the pandemic. He emphasizes the importance of proper implementation and compliance.
The Playbook With David Meltzer - How Fear Influences Our Decision-Making Process
About: In this episode of The Playbook, I sit down with Van Carlson, Founder & CEO at SRA, who shares how his company aids small businesses in managing risks using tools like the 831b tax strategy. Van and I reflect on how we achieved what we have and where we came from. to discuss key business strategies. Van recalls his journey to becoming a successful business owner and underlines that knowing the game's rules can help you win in the business world. We discuss how fear influences our decision-making and the importance of staying informed to avoid pitfalls.