Discover video-sourced quotes by politicians

Zachary Roper: “I went to Houlihan Lokey, the investment bank.”

Featuring: Zachary Roper, Democratic | Candidate for Governor of Wisconsin

Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper

Published November 7, 2024 | Video Starts at 04:48

… professionals are looking for in a successful investment, what, what is a good criteria for them to have made a good investment. Did that for a couple years and then I went to Houlihan Lokey, the investment bank. I was not working on the investment banking side. We were working on the, in a consulting role, basically supporting the investment bank. (04:48–04:52)

CLAIM

Asserts that Zachary Roper worked at Houlihan Lokey, an investment bank.

This is an excerpt from a raw transcript. The assertions have not been audited or verified. Tap the video to view the source footage and understand the context.

Discover more from

Zachary Roper

“You lose 40 to 50% of your income to taxes when you work for someone else.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 22:36-22:40
“I can make $150,000 in a business, and by the time I've utilized all the tax strategies that I can use to save money from running it through…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 22:50-23:12
“This is what the most recent precedent says in regards to the Augusta Rule. Which is one of the rules where you can literally just take…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 24:24-24:33
“If you can save 500 bucks out of your paycheck, that probably puts you in the top 5% of American savers in the country, maybe more.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 31:51-31:58
“I went to school at Indiana, majored in business.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 02:39-02:42
“Kelly [School of Business] is a great program, continues to be, you know, an accelerating program. I think this most recent year they were…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 02:41-02:50
“I got a CPA and went to work for KPMG.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 03:20-03:30
“Probably 85% of my clients at KPMG [were private equity clients].”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 03:50-03:54
“I got my first paycheck less than two weeks after I officially started my company.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 06:31-06:36
“Worked four years with KPMG, grinding through the senior ranks.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 08:14-08:19
“Worked on 250, 300, 400, $500 million billion dollars plus businesses.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 09:32-09:45
“Picked up a client that does $40 million in revenue.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 10:57-11:10
“When I pick up a client that does $30 million in business and they want to grow.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 10:58-11:03
“Most small business owners at $30 million, they spend something on marketing.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 11:42-11:47
“I don't work quite in what I would consider the middle market of private equity.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 13:18-13:22
“Private equity fund that'll come in, they'll raise money and they'll say we are going to roll up X, Y or Z industry.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 13:33-13:40
“There are some huge funds, billions and billions and billions of dollars in these funds.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 14:13-14:19
“They bring in 100 million in equity funding, they finance the deals with debt funding as best as they can.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 15:03-15:11
“Middle market private equity, they'll write the 100 or $200 million check to buy from these private [equity firms].”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 15:18-15:24
“Taking them public, it's like a whole different ball game in private equity.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 15:59-16:04
“Residential roofing is extremely hard to be profitable at on a small scale.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 18:17-18:23
“They circumvented the entire supply chain of getting the residential roofs.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 18:27-18:36
“They went straight to the insurance companies and they said, we want to negotiate a fixed rate to repair your roofs.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 18:38-18:44
“They got like 10 of these houses a week.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 19:02-19:05
“At 30 grand a pop, that's some serious revenue that's starting to come in now.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 19:08-19:14
“They grew to a point where the insurance company like doing business with them so much.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 19:14-19:18
“If you own a business and you are paying more than, like, let's call it a 20% effective tax rate, by the time everything is said and done…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 21:40-21:51
“The company is strategic navigators. This is what they do. They do wealthy small business tax.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 23:35-23:42
“The biggest thing that I see with small businesses that fail that had, you know, gotten to the 10 million or 15 million dollar mark and then…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 26:05-26:12
“They started spending money to make money. They didn't track their cash flow quick enough or they had a couple bad months and they assumed…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 26:12-26:23
“I own a real estate company that does not make a lot of money, but it puts money in my pocket every single month like clockwork.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 28:59-29:08
“We don't have debt on [the duplex] because me and a partner were able to scrounge up the cash to pay cash for it.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 29:55-30:01
“I maxed out every single retirement plan I possibly could have, every single employer match my own personal Roth IRA until I phased out of…”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 30:52-31:02
“I know this year that I'm unlikely to make as much money in November or December as I have in the first 10 months of the year.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 33:01-33:08
“I am currently in a position where I'm financially blessed enough that I'm not worried about making my mortgage payments next month.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 36:39-36:46
“We could leverage to grow.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 39:59-40:02
“We kind of have a rough three year plan for where we'd like that [real estate] portfolio to be.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 40:06-40:11
“I'm developing a website that I'm hoping will be going live by the end of November.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 41:58-42:03
“I own the domain and it's actually what my email address is appended to.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 42:14-42:18
“The website is not finished being built yet.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 42:18-42:21
“Once the branding is finalized, we'll be live in about seven, seven days.”
Episode 62: Income Diversification for Long-Term Financial Success with Zachary Roper | Uploaded November 7, 2024 | 42:23-42:28