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Hosted by Dr. Jason Balara, this podcast aims at helping professionals finding their own purpose in life and create alternatives streams of income in order to reach their maximum potential.
Episodes
Friday Dec 08, 2023
Friday Dec 08, 2023
EPISODE SUMMARY:
Harness the power of tax planning and reduce your audit risks with insightful strategies from Eugene Marshall, CEO of Magnolia Tax Services. This episode guarantees a wealth of knowledge designed specifically for single member LLCs and real estate investors. Eugene’s journey from property investment to becoming an enrolled agent - licensed to represent taxpayers before the IRS - is as fascinating as it is inspiring. This episode not only demystifies the world of taxes but also introduces you to the key players - CPAs and enrolled agents.
We explore their distinct roles in tax preparation, representation and how they might best serve your business needs. You'll come away with a clearer understanding of these professionals, their specializations and why having someone federally authorized to represent you before the IRS can be a game-changer. Eugene also unravels the misconceptions around LLCs and anonymity, highlighting the significance of setting up entities in the state where your property is located. Our conversation culminates in understanding the real essence of tax planning - it's not just about the tax season. It’s about crafting strategies throughout the year, having regular quarterly meetings, and staying proactive rather than being reactive.
Eugene's personal growth journey, his 'why' and his passion for cooking and constant learning pepper our discussion, adding a touch of warmth and relatability. Whether you're a seasoned real estate investor or a single member LLC business, this episode is a treasure trove of actionable tax planning insights.
EUGENE'S BIO:
Eugene Marshall is the Founder and CEO of Magnolia Tax Services. He is an Enrolled Agent (EA). Eugene is federally authorized to represent taxpayers before the IRS and, like CPAs and attorneys, have unlimited representation rights. He specializes in advanced tax strategies to reduce his client’s tax liability through effective tax planning. Eugene has several years of tax experience, including preparing taxes for individuals and small businesses.
Eugene is also an avid real estate investor. He owns a real estate investing company that acquires multi-family properties within the inner city of Chicago and surrounding suburbs. Eugene believes owning real estate and having a small business is the cornerstone of building wealth.
GET IN TOUCH WITH EUGENE:
magnoliataxservices.com
https://www.linkedin.com/in/eugene-marshall-ea-4a531267/
EPISODE CHAPTERS:
(0:00:00) - Tax Planning Strategies for LLC Businesses Nature's tax strategies for single member LLCs, real estate investing benefits, reducing audits, and the role of an enrolled agent.
(0:05:35) - Differences Between CPAs and Enrolled Agents" CPAs and enrolled agents have different roles in tax preparation and representation, with specialization and federal authorization to represent taxpayers before the IRS.
(0:19:15) - Tax Planning Strategies for Clients Understanding roles and parameters of real estate businesses, creating effective tax strategies, and the importance of year-round tax planning.
(0:26:36) - Quarterly Tax Checkpoints and Personal Growth Meeting with clients quarterly for proactive tax strategizing, having a strong "why" for motivation, and constantly learning and improving.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
EPISODE SUMMARY:
Have you ever wondered how to maneuver the complexity of real estate investing? Our guest, industry expert Rob Beardsley, unravels the world of real estate investing in this intriguing chat. We cover Rob’s journey from being raised in a real estate family to starting his own company, Lone Star Capital. He shares his experiences grappling with the contrasts of single-family and multi-family investing, the importance of long-term planning and delayed gratification, and the challenges of stepping away from the comfort of middle-class living.
What does it take to become an expert in underwriting? Rob, with his background in technology, shows us how. He plunged into this niche when he realized the lack of resources on underwriting. His hands-on experience led him to author a book, a tool that filled this gap and expanded his network remarkably. We also get a peek into Rob's current responsibilities which involve managing the acquisitions process, negotiating terms, and raising equity.
The role of debt and equity in the underwriting process and the effort in raising equity is discussed in detail. Looking into the future, Rob offers his perspective on the potential of the market over the next 12-18 months. With a finger on the pulse of the real estate industry, he talks about preparing for viable opportunities despite the challenges of raising capital in the current environment. He underscores the importance of avoiding bad deals to protect one's reputation. Rob also opens up about his personal drive and motivation.
Intrigued? Join us for this eye-opening discussion as we explore the mindset of a successful entrepreneur and the state of the real estate market.
ROB'S BIO:
Rob oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and sold over 10,000 copies of his book, The Definitive Guide to Underwriting Multifamily Acquisitions.
GET IN TOUCH WITH ROB:
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Long-Term Wealth Real estate investing insights from Rob Beardsley: single vs. multi-family, long-term thinking, breaking the middle-class trap, and building wealth.
(0:08:51) - Real Estate Investment Real estate investor shares struggles and lessons, emphasizing long-term vision and benefits of starting young.
(0:13:53) - Expertise in Underwriting and Capital Raising Nature's underwriting world, tech background, book success, acquisitions, debt and equity, and raising equity.
(0:18:11) - Real Estate Market Opportunities Outlook Future of market, goals of Loans Start Capital, challenges of raising capital, and personal drive of founder Rob.
(0:24:37) - Setting and Pursuing Life Goals Real estate investor Rob Beardsley shares insights on setting goals, humility, and patience in the industry.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Friday Dec 01, 2023
Friday Dec 01, 2023
EPISODE SUMMARY:
Prepare to embark on a captivating journey as we sit down with real estate investor and master certified business coach, Rich Fettke. Rich will take you through his transformational voyage, beginning with his battle against melanoma and his subsequent entry into the world of real estate investing with his wife, Kathy. Learn about their first exhilarating property purchase, the vital importance of passive income and property appreciation, and the formation of their Real Wealth group that helps others invest out of state.
Transitioning from pioneers to veterans in the industry, Kathy and Rich Fettke have a treasure trove of wisdom and experience to share. They will shed light on their early adoption of coaching and long-distance investing that has now become a staple in the industry. Discover how their innovative mindset bred diverse business opportunities, and how Kathy's radio show played a pivotal role in their first investment properties in Texas.
Get ready to gain a keen insight into the key to staying ahead of the curve and embracing new technology in the always evolving real estate industry. In our final act, we dive headfirst into the exhilarating world of adventure sports with Rich. His thrill for these sports serves as a perfect metaphor for his approach to real estate investing that focuses heavily on constant personal and professional development. You'll hear about his passion for helping others achieve financial freedom and live their best lives, demonstrating the undeniable parallel between bungee jumping off Half Dome and jumping headfirst into the world of real estate investing.
This is an episode you won't want to miss if you're looking to gain a comprehensive understanding of the real estate industry with seasoned experts.
RICH'S BIO:
Rich Fettke didn’t realize what he was getting into when he met Kathy 27 years ago, but he’s sure glad he did! In addition to raising two wonderful daughters together, Rich and Kathy have learned how to invest together, work together, and still enjoy getting out to play together. Rich oversees the marketing and business development at RealWealth. He is passionate about developing our team and our systems, and is always looking for new ways to bring good people to the network.
A licensed real estate broker and investor, Rich is also the former CEO of a large health club franchise and is past VP of the International Coach Federation. As a Master Certified Business Coach, Rich has been featured in such media as USA Today, Entrepreneur Magazine and the Wall Street Journal.
He is the author of Extreme Success, Momentum, and his most recent book, The Wise Investor: A Modern Parable About Creating Financial Freedom and Living Your Best Life. RDA Press, his publisher, lists him on their website as a Rich Dad Author and Wealth Mindset Expert. With a love for adventure sports, Rich has competed in the ESPN X-Games and is a record-holding bungee jumper, a skydiver, rock climber, skier and surfer.
GET IN TOUCH WITH RICH:
https://www.instagram.com/richfettke/
https://www.facebook.com/richfettkeofficial/
https://www.linkedin.com/in/fettke/
EPISODE CHAPTERS:
(0:00:01) - Real Estate Investing Power Real estate investor Rich Fettke shares his journey of investing, forming Real Wealth, and helping others invest out of state.
(0:07:54) - Early Adoption and Real Estate Investing Early days of real estate investing, pioneers in coaching and long distance investing, first properties in Texas, staying ahead with technology.
(0:21:55) - Real Estate Investing for Financial Freedom Real estate investing for wealth and freedom, working with a vetted team, and focusing on single-family properties in emerging markets.
(0:35:02) - The Purpose of Creating Real Wealth Financial freedom, living one's best life, and adventure sports reflect Rich Fettke's mindset of continuous improvement and mastery.
(0:39:53) - Bungee Jumping Off Half Dome Nature's risks and rewards in real estate investing, with guest Rich Fettke, emphasizing education, action, single family properties, and syndications with experienced developers.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
EPISODE SUMMARY:
Ever wondered how to make it big in the city that never sleeps? On the newest episode of the Know Your Why Podcast, we unravel the secrets of New York City real estate with none other than seasoned investment sales broker, James Nelson. We start off by cracking open the mysteries of the hyper-local NYC market, where James offers his wisdom on why research and mentorship hold the keys to staying ahead of the game.
No matter your level of experience, James's expertise in navigating this highly competitive market is sure to be an eye-opener. Peeling back the layers, we then dive into the realm of commercial real estate. James spotlights value-add strategies and how the pandemic has affected retail rents, opening new doors for astute investors. We then journey to the Bronx, discussing the intriguing prospect of the new subway stations and their potential market impact.
James also underscores the significance of having a specialized niche, understanding your asset class, and being in tune with the neighborhood you're investing in. As we add more dimensions to our chat, we narrate the success story of a developer who transformed an old property into a flourishing boutique condo, all thanks to the right team. James shares his personal motivation, and the drive that keeps him on top of his game. We also navigate the beautiful world of mentorship, as James stresses its essential role in his journey.
On a lighter note, James- a fellow podcaster, shares the value of creating meaningful content and the immense satisfaction it brings. Tune in for an engaging discussion, packed with inspiring stories, practical tips, and strategies to skyrocket your way to real estate success.
JAMES BIO:
Highly acclaimed investment sales broker James Nelson is the Principal and Head of Avison Young’s Tri-State Investment Sales group in New York City. During his 25-year career, Nelson has sold properties and loans totaling over $5 billion. James is also a serial real estate investor and has launched two real estate funds with total capitalizations of over $350 million. He is passionate about helping others achieve real estate success and offers regular training through his podcast “The Insider’s Edge To Real Estate Investing.” He regularly lectures at Columbia, Fordham, NYU, Wharton, and his alma mater Colgate.
GET IN TOUCH WITH JAMES:
book: https://jamesnelson.com/book
podcast: https://jamesnelson.com/podcast
https://www.instagram.com/jamesnelsonnyc/
https://www.linkedin.com/in/jamesnelsonnyc/
https://twitter.com/jamesnelsonnyc
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing in NYC Insights Real estate investing in NYC with guest James Nelson, emphasizing the importance of mentors, research, and staying ahead of the market.
(0:14:15) - Opportunities and Strategies in Real Estate Understanding NYC's commercial real estate market, COVID-19's impact on retail rents, niche investing, and upcoming subway stations in the Bronx.
(0:19:49) - Investment Success and Building a Team A strong team is crucial for success in commercial real estate investment, with specialized professionals like attorneys playing a key role.
(0:23:59) - Motivation and Mentoring in Real Estate Real estate expert James Nelson shares his passion for the industry, importance of mentorship, and advice for those interested in entering.
(0:31:00) - Why Success on Know Your WhyPodcast Valuable content, ratings and reviews, and the why behind success were discussed with podcast host James.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Friday Nov 24, 2023
Friday Nov 24, 2023
EPISODE SUMMARY:
We're thrilled to bring you an insightful conversation with Paula Nichols, a seasoned real estate professional with a fascinating journey - from Colombia to the US, from being her mother's real estate agent at a mere age of 15 to now running a successful real estate investment firm, Apogee Capital, with her husband Jonathan. Paula take us behind the scenes of their dynamic partnership, revealing how they discovered their individual strengths and carved out specific roles within their business.
You'll soak in their wisdom on setting clear expectations, managing people and properties, and navigating the nuanced world of asset management. We also delve into the strategies Paula wield for successful asset management. She emphasizes the importance of a solid business plan, the use of key performance indicators to measure success, and their unique approach to forging a sense of community amongst their residents.
She also navigate the tricky balance of retaining tenants while increasing rent to meet market demands, sharing their success story of achieving an impressive 30-40% retention rate. Taking us further, Paula doesn't not shy away from discussing the financial aspects of their real estate business. She sheds light on the significance of capital preservation and the potential perils of bridge debt.
As she anticipates a wave of discounted opportunities due to expiring loan terms, they stress on the importance of risk recognition and asking the right questions before making passive investments. Wrapped up with lessons from their years in real estate and valuable tips for those looking to enter the industry, this episode with Paula Nichols is a goldmine of knowledge for seasoned professionals and aspiring real estate moguls alike.
Tune in for an inspiring and informative conversation that will undoubtedly enhance your understanding of the real estate landscape.
PAULA'S BIO:
Paula Nichols is a real estate professional with experience in project and organizational management, investment analysis and contract negotiation. Paula and her husband, Jonathan, began investing in real estate in 2018 and undertook numerous residential projects before forming their commercial real estate investment firm, Apogee Capital, in 2019. Her current portfolio includes 400+ apartment units in the Texas and Oklahoma markets as a General Partner and almost 1,000 apartment units as a Limited Partner. In addition to her work with Apogee, Paula managed the pre-development of over 800 build-to-rent units in the DFW for a real estate development firm where she worked closely with institutional investors and local government officials.
Prior to beginning her career in real estate, Paula worked as a management consultant for clients in the banking and utility sectors. Paula holds a B.S. degree in Business Administration - Finance from Texas A&M University, she is a licensed real estate agent and a certified ScrumMaster®. Outside of work, she enjoys learning about interior design, spending time with friends/family and traveling with her husband.
GET IN TOUCH WITH PAULA:
https://www.linkedin.com/in/paula-nichols15/
EPISODE CHAPTERS:
(0:00:01) - 'Real Estate Podcast With Paula Nichols Paula Nichols moved to the US, became a real estate agent, studied finance, and invested in 400+ units.
(0:03:40) - Business Partnership Roles and Responsibilities Paula Nichols discusses utilizing strengths, expectations, accountability, and asset management.
(0:11:40) - Strategies for Multifamily Asset Management Paula Nichols explores asset management, KPIs, community building, and tenant retention.
(0:16:35) - Maximizing Revenue Through Property Renovations Paula Nichols discusses balancing financial, construction and leasing components of asset management, increasing rents without forcing tenants out, considering market cycle and time of year, and understanding comps.
(0:27:06) - Real Estate Loans Paula Nichols discusses preserving capital, bridge debt, discounted opportunities, risk, and lessons learned.
(0:35:04) - Passion and Success in Real Estate Paula shares advice on real estate asset management, preserving capital, and taking on bridge debt.
(0:40:11) - Know Your Why Paula Nichols emphasizes preserving capital, balancing financial, construction and leasing components, and potential consequences of bridge debt.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
EPISODE SUMMARY:
What happens when the dream career you've aspired to since childhood turns into a nightmare? That's the harsh reality Dr. Amelia Knight Pinkston, a multi-passionate recovered burnout vet and integrative health and life coach, found herself grappling with. Our candid conversation reveals her unique trajectory, from realizing her childhood ambition of becoming a vet, to confronting the harsh realities of the profession, and ultimately finding a way to recover from burnout.
The veterinary field isn't all puppies and kittens, as many imagine. It's a high stress environment, where imposter syndrome is rampant and trauma responses like workaholism and difficulty with boundaries can manifest. We examine these challenges, shining a light on the pressures veterinarians face and the importance of understanding these stresses.
Amelia also provides invaluable insights on how to address and prevent burnout, emphasizing a shift out of survival mode, the critical nature of boundary creation, and zero tolerance towards bullies. But Amelia's journey doesn't stop at recovery. She has redefined health and success narratives, and we explore this mission in detail, discussing how unconscious biases, beliefs, patterns, and habits can be confronted through integrative change work and hypnosis.
We also probe into the ripple effect of dealing with disrespectful clients and the need for fostering a thriving, respectful environment in veterinary practice. So, join us as we explore Amelia's inspiring journey and her bold call for positive change within the veterinary profession.
AMELIA'S BIO:
Amelia is a multi-passionate recovered burnt out vet and integrative health and life coach. She is certified in integrative change work, hypnosis, veterinary medical acupuncture, and is co-chair of the Veterinary Genesis Initiative. She helps animal lovers unleash their most confident, energized, and healthy self using an evidence-based understanding of how the body and brain work - including the unconscious mind - with a holistic approach that honors what their heart needs to create real sustainable change that feels like a breath of fresh air. Her mission is to beat burnout in vet med by empowering individuals and hospitals to embrace a new norm where we put our “oxygen mask” on first and where workplaces foster an environment where it's convenient to thrive.
Significant achievements: - Using the lowest point in my life as a burnt out vet to lead me down a path to the highest point in my life where I have embraced being multi-passionate, created Life Boost with Amelia, and help to create positive change in individual’s lives and the veterinary profession. - Completing my certifications in integrative change work and hypnosis this year - learning anti-anxiety tools, self-directed neuroplasticity, and techniques for coaching the unconscious mind has been a game changer in my own life and for my clients
GET IN TOUCH WITH AMELIA:
Beat The Burnout series: www.lifeboost.today/beatburnout
website: www.lifeboost.today "Life Boost with Amelia"
Podcast: https://lifeboostwithamelia.buzzsprout.com/share
Beat The Burnout: Life Boot For Vets Facebook group: https://www.facebook.com/groups/2019517808209236/?ref=share
EPISODE CHAPTERS:
(0:00:00) - Recovering From Burnout Amelia shares her story of burnout recovery and her passion for creating positive change in the vet profession to address burnout and suicide.
(0:14:31) - Stress and Imposter Syndrome in Veterinary Veterinarians discuss burnout, trauma response, workaholism, boundaries, and imposter syndrome.
(0:24:34) - Addressing Burnout, Creating Thriving Environment Amelia discusses boundaries, zero-tolerance for bullies, nature's necessities, and shifting out of survival mode to prevent burnout.
(0:37:47) - Positive Work Environment Importance Setting boundaries, creating a zero-tolerance policy for bullying, and empowering staff to help pets are discussed to create positive change.
(0:47:20) - Burnout and Path to Wellness Exploration Amelia and I discuss unconscious beliefs, biases, patterns, habits, integrative change work, and hypnosis to create a new narrative around health and success.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Friday Nov 17, 2023
Friday Nov 17, 2023
EPISODE SUMMARY:
Join us for a captivating conversation with Alex Kingman, the mastermind behind investor relations at KGI Capital. Alex's journey through real estate investing is an inspiring tale of grit and determination - from house hacking her way into the sector to managing 20 to 100 unit properties. With a keen eye for distressed properties in Jacksonville, Florida and Northern Indiana, she evinces an unmatchable zeal for growth. What's more? Her deep-rooted passion for helping others live their best life through real estate investment, and her enduring perseverance in the face of adversity, are sure to ignite your entrepreneurial spirit.
We delve into Alex's unique strategies for building her portfolio, spotlighting her knack for finding MLS deals and expanding her investor database. Working her way up in the world of real estate wasn't a walk in the park, but Alex's story is a testament to the power of strong relationships and partnerships in the investment arena. As the director of investor relations at KGI Capital, she shares her experiences of connecting with new investors, building an extensive network, and the secret to striking the right balance between her professional and personal life.
The final segment of our chat with Alex showcases the importance of having a powerful "why" and the role it plays in staying motivated. Learn from her how to persevere and keep pushing towards your goals, no matter the hurdles. With a strong belief in living life to the fullest, Alex gives us a peek into her life outside of work where she enjoys writing music and hiking. Tune in for an enlightening, inspirational conversation that promises to leave you with some major insights into the world of real estate investing.
ALEX BIO:
Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high net worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms. KGI capital invests in 20-100 unit distressed and heavy value-add multifamily properties in the Southeast and Midwest. To date, they have acquired 80 multifamily units and have $10MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco bay area and is a mother of two girls.
GET IN TOUCH WITH ALEX:
https://www.investwithkgi.com/
https://www.instagram.com/alexkingman/
https://www.facebook.com/alex.kingman.503
https://www.linkedin.com/in/alex-kingman-033815241/
https://www.youtube.com/channel/UCNZpoN6Wse6sIVwvhhdgoIg
EPISODE CHAPTERS:
(0:00:00) - Real Estate Investing and Growth Alex and her partner transitioned from house hacking to investing in commercial multi-family real estate, inspired by Robert Kiyosaki's Cash Flow Game.
(0:11:05) - Building Relationships and Expanding Investor Database Alex Kingman shares her journey in real estate, discussing house hacking, building relationships, finding deals, and growing a portfolio.
(0:16:46) - Effective Strategies for Building Investor Relationships Alex emphasizes networking, LinkedIn, email lists, and podcasts to build relationships with investors and stresses the importance of understanding strengths and following up.
(0:25:48) - Living Your Best Life Alex Kingman discusses taking action, staying motivated, balancing professional and family life, and her hobbies of writing music and hiking.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
EPISODE SUMMARY:
We're thrilled to bring you a captivating conversation with our guest, Bethany Laflam. Bethany’s journey is a remarkable tale of resilience and determination. From a working-class background to a prosperous lawyer, and then a triumphant entrepreneur - she has done it all. Her experiences in navigating through all these transformations, her failures and her eventual success, are a source of inspiration and hold invaluable lessons for everyone looking to carve their unique path.
Bethany emphasizes the concept of 'OPE' or 'Other People’s Expertise', which she considers a crucial driver of success. She highlights the magic that happens when a visionary and an integrator join forces, and shares how to strike a balance between these two superpowers. She also underscores the significance of having the right mindset to seize opportunities and employ digital resources efficiently. Her approach to investing, especially her dive into syndication, and her innovative concept of matchmaking retreats for investors are incredibly insightful. But Bethany's wisdom doesn't stop there. She discusses the importance of physical proximity in establishing deep relationships, and how it can open up a world of opportunities and resources. She’s a strong advocate for the power of vulnerability in building trust and fostering lasting relationships.
Bethany also sheds light on the vitality of defining your lane as an entrepreneur and shares her unique techniques to manage stress. Her pursuit of creating a successful life and setting a strong example for her daughter is awe-inspiring. Join us for this riveting conversation and arm yourself with Bethany's hard-earned wisdom for your entrepreneurial journey.
BETHANY'S BIO:
Bethany LaFlam is an entrepreneur, a seasoned deal lawyer, a mother, and a visionary. With more than 20 years of experience practicing law, Bethany has leveraged that expertise into her business life. In her role as Managing Partner of Premier Law Group, she focuses primarily on real estate syndications and funds, helping syndicators build their empires by safely leveraging OPE (Other People's EVERYTHING).
GET ON TOUCH WITH BETHANY:
https://www.linkedin.com/in/bethanylaflam/
https://www.instagram.com/bethany_laflam/
EPISODE CHAPTERS:
(0:00:00) - Find Your Passion, Stay in Lane Bethany left law to start a fund, met her partner, and built something with clients to help them escape the nine to five.
(0:14:17) - Finding the Right Team's Importance Bethany emphasizes the importance of combining a 'visionary' and an 'integrator' to achieve success using 'OPE'.
(0:22:46) - Mindset and Achieving Conscious Wealth Bethany shares insights on mindset, investing, real estate syndication, and conscious wealth.
(0:29:42) - Building Relationships Through in-Person Collaboration Bethany discusses matchmaking retreats, passive investing, creating relationships, taking action, and setting an example.
(0:35:16) - Creativity and Entrepreneurial Advice Bethany shares her unique approach to managing stress, defining her lane as an entrepreneur, building a team, forming relationships, and accessing people and resources.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Friday Nov 10, 2023
Friday Nov 10, 2023
EPISODE SUMMARY:
Join us on a fascinating journey as we explore the world of corporate development and business consulting with our distinguished guest, Andrew Longcore. With a remarkable career trajectory, Andrew has transitioned from graduate lawyer to a successful business consultant. He offers an enlightening perspective on how he seamlessly bridges the legal and operational sides of businesses, highlighting the integral role of a coordinator to knit together all elements of real estate syndication or other business transactions.
One of the key takeaways from our conversation with Andrew is the significance of investing in deals that resonate with your beliefs, rather than being a blind pursuer of sales. The essence of fostering partnerships and cultivating trust within relationships is underscored as we unravel the perseverance required to nurture these pivotal alliances. You're going to love our anecdote about a decade-long professional association that has now presented a potential business opportunity. Andrew graciously guides us through his personal outlook on continuous growth, emphasizing the magic that collaboration brings.
Balancing his love for sports with his professional commitments, Andrew's personal life anecdotes are both inspiring and grounding. As a word of advice to all the budding entrepreneurs, Andrew suggests considering a partnership to avert expensive missteps. Embark on this invigorating conversation with Andrew Longcore and uncover the secrets of choosing the right mentor and investing in deals that are in sync with your values. Prepare to be captivated!
ANDREW'S BIO:
Andrew has worked with hundreds of businesses and entrepreneurs on their corporate development strategy and implementation. His experience ranges from working with solopreneurs to publicly traded companies in many industries, including technology, manufacturing, business services, hospitality, media, and retail. He has assisted with growth strategy, deal sourcing, deal structuring and negotiations, sourcing funds, transaction management, and post-closing integration. He has worked on strategic partnerships, acquisitions, mergers, divestitures, management buyouts, real estate development projects, executive recruitment, and joint ventures.
GET IN TOUCH WITH ANDREW:
https://www.linkedin.com/in/andrewlongcore/
https://twitter.com/AndrewSLongcore
https://www.instagram.com/andrewlongcore/
EPISODE CHAPTERS:
(0:00:01) - Partnerships and Consulting in Business Andrew Longcore helps entrepreneurs and investors develop corporate strategies, coordinates business transactions, and bridges legal and operational sides of businesses.
(0:14:15) - The Importance of Partnerships and Integrity Investing in deals, developing partnerships and trust, and a 10-year professional relationship are discussed.
(0:29:19) - Continuous Growth and Collaboration Importance Andrew shares his experience of shifting priorities, passion for sports, and advice for starting a business.
(0:35:41) - The Importance of Finding a Partner Andrew and I discuss finding a partner to fill investment gaps, developing complimentary skillsets, investing in deals you believe in, and celebrating his birthday.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
EPISODE SUMMARY:
From being an athlete to an author and entrepreneur, Nick Hutchison's journey is one that sparks curiosity and admiration. We sat down with him to discuss his transformative journey, fueled by his passion for reading and how it unlocked his potential to establish a thriving business. Nick is not just an author but also the founder of BookThinkers, a platform that encourages learning and applying knowledge from books.
He shared his experiences, insights and the immense value he reaped from reading Alex Hormozzi's book, which astonishingly doubled his business overnight. Running a small business is no easy feat, and Nick can vouch for that. He took us through his entrepreneurial journey, revealing the challenges he faced and how he managed to stay afloat while 95% of small businesses crumble within the first five years. His secret? A firm belief in the power of books to transform lives and a strong connection to his 'why' that kept him motivated even in the face of adversity. We also delve into the lessons he learned from Alex Hormozzi about the unvarnished reality of entrepreneurship.
Unraveling the concept of progress and purpose, we probed deeper into the idea of expansion within oneself. Nick enlightened us with his unique 'Who, Why, How' framework for finding purpose and using it to serve others. He emphasized the importance of having core values and making progress in health, wealth, happiness, impact, and relationships. Wrapping up the discussion, we explored the idea of progress, the feeling of 'enough,' and how to stay motivated on the winding road to success. Tune in, and you might just discover your 'why.' Who knows? It could set you on your path to success, just like it did for Nick.
NICK'S BIO:
Nick Hutchison is the author of Rise of the Reader: Strategies for Mastering Your Reading Habits and Applying What You Learn and founder of BookThinkers, a growing 7-figure digital marketing agency that serves mission-driven authors. At the age of 20, Nick discovered the world of personal development and quickly used the books he was reading to improve every aspect of his personal and professional life.
Now, Nick has dedicated his life to helping millions of readers take action on the information they learn and rise to their potential. Nick's podcast, BookThinkers: Life-Changing Books, features captivating interviews with world-class authors such as Grant Cardone, Lewis Howes, and Alex Hormozi. During these insightful discussions, Nick delves into the pages of their books, uncovering practical and transformative takeaways for his motivated audience.
GET IN TOUCH WITH NICK:
EPISODE CHAPTERS:
(0:00:00) - Reading for Personal Growth's Power Nick Hutchison discussed unlocking potential through reading books, his journey to success, and the importance of integrating book knowledge.
(0:10:36) - Small Business Journey and Challenges Nick Hutchison shares his journey as an entrepreneur, exploring why 95% of small businesses fail and the ROI of reading Alex Hormozzi's book.
(0:22:09) - Power of Progress and Purpose Nick and I discuss core values, progress in health, wealth, happiness, impact, and relationships, and his 'Who, Why, How' framework for purpose and service.
(0:32:02) - Know Your Why Pop Test Nick Hutchison shares advice on progress, enough, and motivation to reach goals in health, wealth, mindset, and relationships.
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara
Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Artist: http://audionautix.com/