In this episode, Dr. Jason Balara sits down with tax strategist and real estate investor Thomas Castelli to unravel the intricacies of tax planning in real estate investment. They discuss the benefits of extending tax returns, passive loss banking, and laddering strategies for investors. Thomas also highlights how real estate professional status can significantly impact tax benefits for couples and explains the effect of local regulations on short-term rentals. The conversation is rounded out with personal reflections on the motivations behind pursuing real estate investment and the drive to build generational wealth.   Key Takeaways: 1. Extending Tax Returns: Real estate investors should anticipate extending their tax returns due to delays in K-1 distribution, which is common in real estate syndication. 2. Passive Loss Banking: Investors can accumulate losses to offset future passive income. These losses can be carried forward and used strategically over time to optimize tax benefits. 3. Real Estate Professional Status: When one spouse qualifies as a real estate professional, couples can leverage this status to offset passive rental losses against active income, providing a significant tax advantage. 4. Local Regulations Impact: Investors must be aware of the changing local regulations on short-term rentals as they can influence the profitability and tax benefits of such investments. 5. Motivations for Investing: Understanding one's personal "why" is crucial for success in real estate and any entrepreneurial venture. Dr. Balara shares his motivation to build generational wealth and encourage others to do the same. 6. Fitness and Health: A healthy lifestyle is vital for maintaining the energy required for entrepreneurial success, emphasizing the need for balance in the pursuit of financial goals. 7. Community Engagement: The episode concludes with an invitation for listeners to engage with the podcast, highlighting the diversity of professionals featured and the insights they offer on the path to success.   Connect with Thomas: www.thomascastelli.com/taxsmart @thomascastellicpa (Instagram) @thomascastelli_ (Twitter/X) https://www.linkedin.com/in/thomascastelli/   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/

Welcome to another episode of the Know Your Why Podcast! This week, we're joined by Marc Weisi, a multifamily real estate expert whose journey from Wall Street to property mogul is both inspiring and educational. If you're interested in building wealth through real estate, this episode is packed with actionable advice and insights from Marc's vast experience.   Key Takeaways: 1. Teamwork Makes the Dream Work: A strong team with diverse expertise is crucial for success in multifamily real estate investing. 2. Leverage Your W-2: Maintaining a regular income job can serve as a safety net, making you more bankable and able to invest more into your real estate ventures. 3. Understanding Your 'Why': Recognizing your underlying motivation can provide a guiding light through your investment journey and lead to lasting wealth and legacy.   Connect with Marc Weisi: www.investwithmaple.com YouTube: Maple Capital Partners IG: @marc_weisi Facebook: Marc Weisi   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/

In this deeply personal and inspiring episode, we sit down with Erik Allen, a man who has turned his life around from the grips of abuse, addiction, and professional setbacks. Eric's powerful story of transformation shows us that it is never too late to change your narrative and live a life of purpose and intentionality.   Key Takeaways: - The impact of one's environment on personal growth and success - The power of faith and intentional decision-making in overcoming adversity - The importance of mentorship and changing your environment for personal development - Eric's dedication to breaking the cycle of abuse and addiction for his children - Strategies for work-life balance and instilling family values - The surprising accessibility of mentors and influential figures through social media - Understanding the 'why' behind success to drive meaningful change   Connect with Erik: Facebook - https://www.facebook.com/ErikAllenMedia Instagram - https://www.instagram.com/erikgallen/ TikTok - https://www.tiktok.com/@erikallenmedia Twitter - https://twitter.com/ErikGAllen LinkedIn - https://www.linkedin.com/in/erikgallen/ YouTube - https://www.youtube.com/channel/UCIvY9tURSqCVjnHx7dcgIeQ?sub_confirmation=1 Website - https://www.erikallenmedia.com/   Final Thoughts: This episode is a masterclass in resilience and intentional living. Eric Allen's story reminds us that it's not about where you start but where you're going and how you choose to get there. As you listen, remember that the power to shape your future is in your own hands, and success might just be a message away.   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/

Beth Matthews joins us to share her inspiring transition from the structured world of pharmaceutical sales to the dynamic and unpredictable real estate industry during the 2009 economic crisis. Discover how Beth's adaptability and a strong service mindset enabled her to overcome initial challenges and build a thriving career. Our conversation spans the importance of foundational skills in real estate, navigating current market complexities, and evolving with the industry.   Chapter Summaries: - (0:00:00) Real Estate Success Stories With Beth: Beth discusses her bold career shift during maternity leave and the parallels between pharmaceutical sales and real estate. We explore the importance of foundational skills and Beth's unique approach to success in a changing market. - (0:09:26) Back to Basics in Real Estate: We delve into the significance of sticking to basic sales skills, regardless of industry or market conditions. Beth and I discuss the impacts of market changes and the consultative role of a real estate agent in guiding clients through major life events. - (0:16:05) Navigating Changes in Real Estate Industry: This chapter focuses on the evolving real estate landscape and how agents can redefine their value proposition. We discuss the media's portrayal of the industry and the opportunity for agents to negotiate their worth. - (0:21:53) Adapting and Succeeding in Business: The conversation turns to mentoring new agents, the importance of adaptability, and knowing your 'why' as a driving force for motivation and direction in both personal and professional life. - (0:25:19) Early Introduction and Explanation : We discuss the motivations behind our pursuits and the importance of understanding our 'whys' for greater insight into our actions and decisions.   Get in touch with Beth: www.seeingyouhome.com Instagram: @envisionrealestatewny Facebook: @envisionrealestate1 LinkedIn: https://www.linkedin.com/in/beth-matthews-9335a139/ TikTok: @envisionrealestate YouTube: @envisionrealestatewny   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/

Welcome to a new solo episode of the Know Your Why Podcast, where your host, Jason Balara, embarks on a reflective journey, sharing his transformation from a veterinary surgeon to a real estate investor, now that we have reached the 300th episode. In this milestone solo episode, Jason gives into the core of his personal narrative and the driving force behind the podcast itself.   Episode Highlights: - Jason's Transition: Explore Jason's unique story of shifting from the world of veterinary surgery to becoming a successful real estate investor. Learn about the pivotal moments and the significance of understanding one's 'why' through life's challenges. - Gratitude and Support: A heartfelt acknowledgment to those who have supported Jason on his journey, including special mentions of Emily, Song, Edwin, Cindy, and Rachel. Their support is an integral part of the success and evolution of his 'why'. - Giving Back to Veterinary Community: Jason discusses his advocacy for self-care within the veterinary community and his aspirations to nurture a legacy that reshapes the industry for future generations, including his own children. - Inspiring Future Leaders: Delve into the importance of setting an example for the youth, highlighting our responsibilities as role models and the profound influence we have on aspiring leaders in entrepreneurship and beyond. Jason welcomes feedback on this episode and encourages listeners to join the conversation about the 'why' behind success. Rate, review, and share your thoughts on how your own 'why' influences your journey. Thank you for coming with us on this special podcasting journey, and we look forward to exploring more stories of success with you. Together, let's continue to uncover the whys that drive us toward our goals.   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/

In this enlightening episode of the Know Your Why Podcast, your host Jason Balara welcomes the multi-talented Doug Banerjee, a multifamily investment sales broker and commercial real estate connoisseur. Doug brings his unique perspective, transitioning from a career in engineering and IT consulting to becoming a key player in the Dallas real estate scene. With interest rates creating waves in the market, Doug discusses the intricacies of deal-making in today's economic climate, sharing his expertise on how bridge debt is reshaping investment strategies. Moreover, Doug offers a personal glimpse into his life, expressing how travel, family, and sports influence his professional drive and contribute to his legacy.   Transcript Highlights: - Doug Banerjee reveals the substantial decrease in transaction volume and discusses the challenges that come with a rapidly changing market. - He reflects on his career journey, from engineering to IT consulting and ultimately to his passion for real estate. - The episode uncovers the significance of being both a subject matter expert and a sub-market expert in commercial real estate. - Doug shares his why – to travel the world and provide his family with enriching experiences, aligning his personal goals with his professional drive.   Connect with Doug: https://www.instagram.com/dougbanerjee/ https://www.facebook.com/doug.banerjee https://www.linkedin.com/in/doug-banerjee-43a9811/   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/

In this captivating episode, join Yakov Smart and Jason Balara as they delve into the world of entrepreneurial growth, revealing how to allure investors and master online marketing. Listen in as Yakov shares his extraordinary journey from the former Soviet Union to becoming an influential figure in the business and investment community. Discover the essence of entrepreneurship, the power of living with intent, and how to approach life as a series of strategic opportunities. Gain insights into the critical paradigm shifts for excelling in wealth leadership and passive investing, the underestimated importance of relationship-building, and the proactive nature of marketing that requires creativity and perseverance.   Key Moments: 0:00:00 - Exploring the entrepreneurial mindset and the origins of the Investor Attraction Academy. 0:04:28 - Discussing the transition from traditional capital raising to wealth leadership and passive investing. 0:08:51 - Examining marketing strategies and the changing landscape of capital raising. 0:17:28 - Understanding the transformative power of paradigm shifts in investment and marketing. 0:24:02 - Navigating social media algorithms for enhanced business engagement. 0:28:54 - The art of building a valuable email list that resonates with your audience. 0:36:07 - Identifying what content provides value and entertains on social media. 0:42:44 - Emphasizing the importance of consistent marketing and taking actionable steps. 0:49:39 - Unveiling the driving forces behind Yaakov's success and wrapping up the episode.   Takeaway: As we conclude this insightful episode, remember that success in entrepreneurship is not just about the 'how' but also understanding the 'why'. Embrace the guidance offered by Yaakov Smart and consider the shared strategies to elevate your approach to marketing and investment. It's about taking action and making strategic choices that resonate with your personal and professional aspirations.   Get to know Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3 https://www.instagram.com/yakovsmartofficial/   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/

In this insightful episode of the Know Your Why Podcast, we sit down with land investing maestro Travis King. With a decade of experience under his belt, Travis has gone from a beginner in the real estate field to a highly respected entrepreneur and mentor. His expertise in land flipping, tax auctions, and seller financing has not only paved the way for his financial independence but also serves as a guide for those eager to walk the path of success in land investment. Travis shares his story, revealing how starting small and scaling smartly can lead to an entrepreneurial lifestyle far removed from the nine-to-five grind. He also discusses the importance of aligning investment choices with personal 'why's, diversifying strategies, and understanding the ins and outs of land investment to secure a prosperous future. Listeners will find inspiration in Travis's journey, which highlights the delicate balance between ambition and personal life. Discover how he incorporates family values into his business, ensuring his success reinforces his legacy and supports his children's aspirations. Whether you're new to investing or have years of experience, this episode is packed with resources, mentorship opportunities, and a practical guidebook, empowering you to take charge of your financial destiny through strategic land investment.   Chapter Highlights: - 0:02 Exploring Real Estate Investing Options: Travis's journey from novice to successful land investor. - 0:10 Differentiating Real Estate Investing Strategies: The importance of starting small and understanding your 'why'. - 0:17 Reverse Engineering Success for Growth: Transitioning from traditional employment to entrepreneurship. - 0:25 Balancing Success, Time, and Investments: Finding equilibrium between ambition and personal life. - 0:32 Evolution of Multiple Businesses: The growth of Travis's business ventures. - 0:40 Family, Legacy, and Land Investing: Balancing work, family, and personal goals.   Connect with Travis: https://travisking.com/ https://thelandinvestorsplaybook.com/ https://www.instagram.com/_travisaking/ https://www.facebook.com/landeducator?mibextid=LQQJ4d   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/

Welcome to an enthralling episode of our podcast, where we delve deep into the intricacies of real estate syndication law and asset protection with none other than industry maven Mauricio Rauld. Mauricio, founder of Premier Law Group, draws upon his Chilean roots and life-altering insights from "Rich Dad Poor Dad" to guide us through the twists and turns of real estate investment and the implications of the Corporate Transparency Act. His expertise shines as he simplifies the complexities of FinCEN reporting and beneficial owner disclosures, equipping you with the necessary tools to future-proof your investments against evolving regulations. We also get personal with Mauricio, exploring his strategies for personal growth and success. From embracing the discipline of rising early to meticulously crafting his life goals, Mauricio’s story is one of relentless pursuit of excellence and professional growth. Whether you're a seasoned investor or just starting, this episode is a treasure trove of wisdom, anecdotes, and actionable strategies that promise to fortify your investment endeavors and inspire you to chart a deliberate path to success.   Chapter Highlights: - Syndication and Real Estate Law (0:00:00): Mauricio shares his transformative journey from his beginnings in Chile to becoming a top-tier legal expert in real estate syndications. Discover how he has navigated the transition from paper-based transactions to the digital era of real estate. - Government Entity Disclosure Requirements (0:09:25): Uncover the critical details of the Corporate Transparency Act and its implications for LLCs. Mauricio sheds light on the legal challenges and the recent Alabama court ruling, offering insights into the future of entity disclosure. - Privacy and Asset Protection Strategies (0:16:12): Dive into the world of asset protection, privacy strategies, and the challenges they face in the age of social media and stringent new legislation. Learn how to employ practical measures to protect your investments. - Entity Protection and Structuring for Investors (0:22:16): Mauricio explains the importance of separating operational companies from holding companies and the benefits of using different types of entities for real estate titles, operations, and asset holding. - Asset Protection Strategies for Everyone (0:27:28): Gain knowledge on the preemptive steps lawyers take before filing a lawsuit and the significance of asset searches. Mauricio emphasizes the need for estate planning and handling digital assets post-mortem. - Personal Development and Success Journey (0:33:03): Mauricio divulges his secrets to success, highlighting the impact of early rising, goal-setting, and personal development on achieving life’s aspirations. - Exploring Success Through Personal Motivation (0:39:58): In this brief yet potent segment, Mauricio and host Jason explore the motivations behind individual success and encourage listener engagement for continued inspirational content.   Get to know Mauricio: https://www.premierlawgroup.net/   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/

Welcome to this insightful episode of our podcast where we delve deep into the realm of real estate and the unyielding entrepreneurial spirit with our distinguished guest, Dani Hampton. This episode is a must-listen for anyone seeking motivation and strategies for navigating success in both their professional and personal lives.   Key Takeaways: - Real estate success is not just about sales but also about crafting a business with a strong foundation. - The entrepreneurial journey is intertwined with personal growth, resilience, and the willingness to adapt. - Parenthood and professional life can coexist, each influencing and enhancing the other. - Understanding your 'why' is crucial to navigating the ebbs and flows of any industry.   Dani's Bio: Dani began her real estate journey at 22, amassing valuable experience in the industry. Recently, she encountered a pivotal moment, feeling broken despite previous success. In response, Dani deepened her commitment to transparency, sharing her challenges openly on social media. Leading a growing team, she mentors fellow agents to enhance client service. Featured on the TV show American Dream, Dani's authentic approach resonated with viewers, showcasing her resilience, authenticity, and leadership. She's become a relatable and inspiring figure in real estate and beyond.   Connect with Dani: Follow our inspiring guest, Dani, on Instagram or her other social media platforms to witness her real estate journey and entrepreneurial ventures. Website: www.soldbydhg.com Facebook: www.facebook.com/danihamptonrealtor  www.facebook.com/DaniHamptonGroup Instagram: www.instagram.com/thedanihampton YouTube: https://www.youtube.com/@danihamptongroup7813   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/

Welcome to a profound episode of the Know Your Why Podcast, where your Dr. Jason Ballara delves into the enthralling nexus of mental health and business success. In this episode, we have the pleasure of hearing from Chris Schwagerl—a mental health expert turned real estate powerhouse.   Key Takeaways: - Psychological insights can be a game-changer in achieving financial freedom. - Embracing mistakes is crucial for growth and maintaining a balanced perspective. - Success is not just about financial gains; it's about finding fulfillment and purpose. - Work-life harmony can be cultivated through intentional daily rituals and clear boundaries. - Adversity can be a powerful catalyst for discovering your deeper "why" and driving personal growth.   About Our Guest: Chris Schwagerl brings an exceptional blend of 19 years in mental health and a decade of entrepreneurship to the table. His expertise in performance psychology is changing the landscape for real estate investors and syndicators, proving that financial literacy and independence are accessible to all.   Connect with him at: https://www.linkedin.com/in/chris-schwagerl/   Noteworthy Quote: "The happier you are now and the more hopeful you are for the future, the more likely you are to achieve your goals. Focus on your present, making yourself feel great about yourself, you're more likely to achieve your goals." – Chris Schwagerl.   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/

EPISODE SUMMARY: Picture stepping off the relentless treadmill of Wall Street and into the world of mobile home park investing—this is the story of Tyler Lekas, our remarkable guest on the Know Your Why podcast. Tyler, who's reshaped the Arkansas landscape as its largest private mobile home park owner, joins me in a candid discussion about the radical shift from high-stakes finance to heart-driven entrepreneurship. Unpack the layers of this niche real estate investment as we share tales of managing properties, finding work-life harmony, and the sheer excitement of personal investment that breathes life into passion projects.   TYLER'S BIO: Tyler started his professional career in finance before getting into mobile home park investing in 2018. He bought a park in Florida in 2018 and met his business partner in Jason Postill at the end of 2018. They bought 2 parks in Arkansas in 2020 after multiple failed attempts to buy parks in Florida and the Midwest. They now own 16 parks in Arkansas with a total unit count of 697 units.   GET IN TOUCH WITH TYLER : https://www.linkedin.com/in/tyler-lekas-0087aa64/ https://www.linkedin.com/in/jpcapitalsolutions/ https://www.mhcigroup.com/   EPISODE CHAPTERS: (0:00:00) - Mobile Home Park Investing Success Tyler Lekas shares his journey from finance to mobile home park investing, discussing affordability, scalability, and work-life balance as an entrepreneur. (0:05:09) - The Story of Successful Partnership Unexpected phone call leads to successful partnership in real estate, highlighting complementary strengths, shared values, and long-term goals. (0:10:13) - Comparing Mobile Home Park Investments Nature's advantages of investing in mobile home parks, challenges of managing properties, and financial viability of employing maintenance staff. (0:21:32) - Mobile Home Park Investment Strategies Using lease options to navigate financial regulations in mobile home park investments, considering age and layout of homes, and challenges in financing for low-income tenants. (0:27:01) - Mobile Home Park Resident Ownership Strategy Nature's challenges and strategies for filling vacant pads in mobile home parks, including traditional advertising, incentives, and investment options. (0:37:14) - Real Estate Investing Nature's challenges and strategies in Arkansas real estate investing, including location, economies of scale, and expansion into neighboring states. (0:42:20) - Future of Mobile Home Park Market Increasing institutional ownership and potential for rent hikes are changing public perception of mobile home parks. (0:51:34) - Building a Successful Business Entrepreneur shares drive for building business, daily challenging routine, combat sports, straightforward lifestyle, and practical advice for mobile home park industry. (0:56:11) - Real Estate Investing Strategies and Success Nature's strategic approach to finding off-market deals for mobile home parks, including skip tracing and persistence. 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/

EPISODE SUMMARY: Join us on the second part of our conversation with guest Grace Ursery, where in this installment we tackle the multifaceted dimensions of the veterinary profession, the critical role of financial security in practice, and the driving forces behind personal success. Listen in as we unpack the significance of recognizing the value of veterinary work and the pressing need for practitioners to negotiate contracts that reflect their true worth. In an era where understaffing is rampant, we confront the uncomfortable truth that not all vets are created equal and advocate for a reevaluation of financial expectations within the field, emphasizing the imperative for sustainability and adaptability.   GRACE'S BIO: Grace Wu Ursery is a self-proclaimed money geek. She’s curious about economic indicators, global trade as impacted by geopolitical alliances, tips and tricks on managing personal finance, and can talk talk talk about how it impacts the business of veterinary medicine. From UCLA undergrad to a CA licensed Registered Veterinary Technician and then as a Certified Veterinary Practice Manager, her professional path has taken its many turns and loops. As a divorced single mom of a grade schooler, financial independence and security in work and life brings on another set of perspectives. Now having been 2 decades in the veterinary industry, Grace sees a way to contribute to the community that is usually pretty scary to others: talking with veterinary professionals so they can get comfortable with understanding their money and how to use it.   GET IN TOUCH WITH GRACE : linkedin.com/in/grace-ursery-rvt-cvpm-3508577   EPISODE CHAPTERS: (0:00:00) - Value and Sustainability in Veterinary Practice Negotiating value in veterinary medicine, addressing financial expectations and the need for change and adaptation in the industry. (0:10:38) - Veterinary Practice and Financial Security The importance of charging appropriately for services, avoiding giving away free services, and achieving financial independence for stability. (0:17:02) - Sports, Psychology, and Perseverance Financial security enables control and altruism, parallels between sports and life, and the resilience required for success. (0:28:33) - Uncover Your Why for Success Nurturing curiosity and asking questions leads to personal and professional growth, utilizing resources and challenging complacency. 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/

EPISODE SUMMARY: When Grace Ursery shared her journey of intertwining the threads of veterinary care and finance, it was a revelation that resonated deep within my own experiences. Her insights into the intersection of veterinary practice and economic literacy sparked a conversation that is both rare and necessary in our field. Our discussion peeled back the layers of this complex world, revealing the essence of value and compassion in animal care. We tackled the delicate balance of financial transparency and the profound impact it has on both practitioners and pet owners. It's a candid exploration of the challenges and triumphs that come with delivering quality medical care while navigating the often-murky waters of veterinary economics. Stay tuned for PART 2 of this insightful episode, releasing this next Friday the 5th of April.   GRACE'S BIO: Grace Wu Ursery is a self-proclaimed money geek. She’s curious about economic indicators, global trade as impacted by geopolitical alliances, tips and tricks on managing personal finance, and can talk talk talk about how it impacts the business of veterinary medicine. From UCLA undergrad to a CA licensed Registered Veterinary Technician and then as a Certified Veterinary Practice Manager, her professional path has taken its many turns and loops. As a divorced single mom of a grade schooler, financial independence and security in work and life brings on another set of perspectives. Now having been 2 decades in the veterinary industry, Grace sees a way to contribute to the community that is usually pretty scary to others: talking with veterinary professionals so they can get comfortable with understanding their money and how to use it.   GET IN TOUCH WITH GRACE : linkedin.com/in/grace-ursery-rvt-cvpm-3508577   EPISODE CHAPTERS: (0:00:00) - Veterinary Finance and Medicine Exploration Veterinary professional Grace Ursery shares her journey from pet ownership to management, emphasizing the importance of finance in animal care. (0:15:40) - Value and Efficiency in Veterinary Medicine Frustration and high costs of strep throat treatment, parallels between human and veterinary medicine, and ethical conflicts in medical care. (0:19:54) - Navigating Financial Expectations in Veterinary Practice Veterinarians face challenges and financial strain due to unrealistic expectations, while discussing financial literacy and the importance of open conversations about money. (0:24:15) - Financial Literacy in Veterinary Medicine Empathy, business acumen, and financial planning are crucial for success in the veterinary community and beyond. (0:38:37) - Changing Landscape of Veterinary Practice Ownership Veterinary practice ownership has shifted from independent to consolidated, with challenges for baby boomers, Gen X and millennials, and potential resurgence for Gen Z. (0:45:47) - Financial Planning for Future Success Financial literacy, strategic planning, and long-term financial future for practice ownership or employment. 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/

EPISODE SUMMARY: Join me on a compelling journey through the transformative world of commercial real estate with the mastermind behind Gparency, Ira Zlotowitz. Ira's not your ordinary mortgage broker; as he sits down with us, he reveals his revolutionary vision that's championing transparency and fair play in the financing industry. The conversation is an eye-opener, dissecting the evolution of brokerage services and how Gparency's fee-capped model is recalibrating the value clients receive from their investments.   IRA'S BIO: Ira is a CREF revolutionary who has devoted his life and career to creating opportunities for people. Launching GPARENCY is no different. Being the youngest president of any Top 10 mortgage business, as well as the founder and driver of Eastern Union’s $5B in yearly loans, Ira has worked with thousands of GPs over the years. He understands how, more than anything, they need equitable access to commercial real estate everywhere.   GET IN TOUCH WITH IRA : https://gparency.com/   EPISODE CHAPTERS: (0:00:00) - Revolutionizing Commercial Real Estate Financing Ira shares his journey from broker to innovator with Gparency, a fee-capped brokerage service promoting trust and fair pricing in commercial real estate financing. (0:10:11) - Broker Fees and Services Discussion Evolving landscape of commercial mortgage brokerage, innovative pricing model, transparency and fairness, impact of legal developments, new training opportunity for real estate agents. (0:18:34) - Commercial Mortgage Brokering and Loan Products Technology is changing the brokerage industry, with a shift to upfront fees and the use of modern technology to track lenders and provide competitive quotes. Ethical considerations and the value of professional services in small transactions are also discussed. (0:26:13) - Evolving Trends in Brokerage Services The multifamily and commercial real estate brokerage industry is evolving due to changes in competition, technology, and knowledge accessibility. (0:37:44) - Uncovering the Why Behind Success Challenging tradition, embracing innovation, and exploring fresh perspectives in running deals by grandparents on the Know Your Why podcast. 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/

EPISODE SUMMARY: In this special episode , unlock the blueprint to financial freedom as Karen Hall acting as the host for OCREIA and I join forces to traverse the unique convergence of veterinary medicine and real estate investing. Embark on a revelatory journey and discover a transformative 'Know Your Why' philosophy, which serves as the bedrock for the success in both my professional endeavors and personal life. Grasp how this guiding principle can illuminate your own motivations, powering your stride towards achieving your financial goals. Furthermore, we stress the critical role community and kinship play in the investment arena, considering our investors as an extension of our own families and underscoring our dedication to supporting veterinary mental health.   WHAT IS OCREIA: OCREIA - Orange County Real Estate Investors Association - is a group of real estate investors from throughout Orange County California who help each other learn more about real estate investing.   GET IN TOUCH WITH OCREIA : https://www.ocreia.com/   EPISODE CHAPTERS: (0:00:02) - Real Estate Investing Q&A With Jason Synergies between veterinary medicine and real estate investing, financial freedom through real estate, 'Know Your Why' philosophy, family and community, and veterinary mental health advocacy. (0:16:04) - Building Passive Income Through Real Estate Transition from active to passive income through real estate, with mentorship and networking, and positive impact on others in business. (0:21:45) - Real Estate Syndication Personal journey in real estate, treating primary residences as investments, challenges faced in 2022 market changes, importance of mentorship and resilience. (0:38:27) - Building Resilience for Financial Impact Understanding your "why" and adopting a solution-based approach to overcome challenges in business and life, while promoting financial literacy and addressing high suicide rates in the veterinary profession. (0:46:17) - Real Estate Fund Management and Syndication Real estate fund management, culture in team building, mindset shifts, mentorship, financial struggles, family impact, real estate license, tax benefits, personal heroes, continuous advancement. (0:55:36) - Real Estate Investing Resources and Trends Bigger Pockets is a valuable resource for real estate investment, discussing current market opportunities and the importance of staying informed. (1:04:19) - Podcast on Real Estate Investing Success Real estate investors and entrepreneurs join our virtual meetings to learn and grow, with a focus on philanthropy and convenience. 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/

EPISODE SUMMARY: When you meet someone who's transformed their entire outlook on leadership, it's like a breath of fresh air in a stale boardroom. That's what happened when I sat down with Brent Pohlman, CEO and owner of Midwest Laboratories, whose journey from a numbers-obsessed executive to an emotionally intelligent leader is nothing short of inspiring. Our conversation is a deep exploration into the heart of leadership, threaded with Brent's reflections on the pivotal moments that spurred his personal and professional growth. His story, underpinned by the wisdom in his book "Leaders Look Within," serves as a powerful reminder of the unique paths we all can take to unearth our leadership potential.   BRENT'S BIO: Brent has always an interest in becoming a great leader. He has worked for a variety of managers and leaders of various companies, ( Arthur Andersen, Mutual of Omaha and HDR) . He has read many leadership and management books too. The one thing that was missing for Brent was owning his own leadership, and that meant looking deep inside his heart to understand who he was and what that exactly looked like for him. In the last few years, Brent has invested time in better understanding who he is and what he stands for. In order to effectively lead people, Brent discovered the power of owning himself and living with a strong why. Brent has gone through a major transition in the last five years and tells his story in his book, (Leaders Look Within). Brent impresses in his talks that leadership is personal and each person has to find it for themselves to truly be an effective leader. Brent’s hope with this talk is to bring this message of leadership to you. We need leaders who lead from the heart like never before. Brent is the President and CEO of Midwest Laboratories. Brent’s goal is to grow a culture at Midwest Laboratories where people are always first. When Brent isn’t working, he spends time with his wife, Michele and their five adult children and three grandchildren.   GET IN TOUCH WITH BRENT : http://heartstrongproductions.com https://www.facebook.com/BPohlmanExecutive https://www.linkedin.com/in/bpohlman/ Instagram @bkpalive24   EPISODE CHAPTERS: (0:00:00) - Finding Leadership Through Personal Transformation CEO Brent''s transformation and leadership journey at Midwest Labs, emphasizing personal leadership and purpose. (0:12:55) - Building Strong Company Culture and Leadership Leadership's impact on company culture, preserving core values, dangers of neglecting culture for metrics, and seeking coaching for challenges. (0:17:10) - Leadership, Trust, and Culture Awakening Discovering a powerful "why" rooted in faith and passion, stepping back to delegate and prioritize people, process, and technology for successful growth and innovation. (0:23:35) - Prioritizing Health and Emotional Intelligence Self-care, emotional intelligence, and shared vision can transform personal well-being and leadership, as seen in our innovative response to healthcare costs. (0:27:40) - Solution-Driven Mindset for Success Solution-driven approach to managing healthcare costs, proactive strategies, personal stories, and passion for athletics and nature. (0:32:47) - Achieving Leadership and Fitness Goals Guest shares their journey from injury to chair workouts, emphasizing solution-oriented mindset and intentional journaling for personal growth and stress management. (0:37:26) - Leadership Skills and Techniques Discussion Valuable leadership skills and strategies shared by guest Brent, enriching perspectives and encouraging engagement and sharing. 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/

EPISODE SUMMARY: Ever pondered the blueprint for low-risk entrepreneurial success? Reid Tileston, a maven of the franchise world and a veritable author, joins us to draw from his deep well of experience across varied industries. He pulls back the curtain on franchise disclosure documents and their critical role for entrepreneurs, leaving listeners with a treasure trove of wisdom and a clearer path to follow. REID'S BIO: Reid Tileston is an Adjunct Professor at Case Western Reserve University, specializing in Entrepreneurship Through Acquisition. With over 16 years of entrepreneurial experience, he has acquired, grown, and sold four companies, achieving a remarkable return on investment. Reid co-created the curriculum for the Entrepreneurship Through Acquisition course at the University of Chicago Booth School of Business and lectures at other prestigious institutions like Dartmouth and the University of California. He is also a board member, award-winning keynote speaker, and has worked with renowned brands such as Harley Davidson and Microsoft. Reid holds an MBA from the University of Chicago Booth School of Business and is currently pursuing his doctoral research at Case Western. As an Eagle Scout and Ironman triathlete, Reid finds rejuvenation in outdoor adventures, constantly seeking his next challenge. GET IN TOUCH WITH REID : Book launch www.grititdone.com www.reidtileston.com https://www.instagram.com/reidtileston/ https://www.facebook.com/reidtileston/ https://www.linkedin.com/in/reidtileston/   EPISODE CHAPTERS: (0:00:00) - Franchising and Small Business Ownership Entrepreneur Reid Tileston shares insights on franchising, knowing your "why," and his book "Gritted Done" in this podcast episode. (0:08:39) - Franchising as an Investment Option Franchising's contribution to the economy and employment, benefits of buying into a proven system, due diligence, financial aspects, and investment opportunities. (0:19:45) - Entrepreneurship Opportunities With SBA Loans Align background and interests, minimize risks, consider SBA loans, enjoy freedom and financial benefits, invest in team members. (0:25:50) - Empowering Team Members for Business Success Empowering team members, fostering positive culture, addressing toxic employees, utilizing peer groups, understanding one's driving purpose. (0:31:49) - The Power of Relationships in Success Building strong relationships through challenging endeavors, stair racing, selling a business, and becoming an optional business owner. 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/

EPISODE SUMMARY: Join me on a journey through the realm of financial fortitude with Eric Brotman, CEO of BFG Financial Advisors and author of "Don't Retire Graduate." Eric and I explore the necessity of robust financial planning and the art of estate protection, likening it to a medieval castle that safeguards not only wealth but also the well-being of loved ones. We unravel the significance of cybersecurity, insurance, and legal documents in creating an impervious financial moat for your assets. ERIC'S BIO: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Achievements: Built a financial planning and wealth management firm from start-up in 2003 to a firm with 20 employees and $650,000,000 under management. GET IN TOUCH WITH ERIC : www.bfgfa.com www.brotmanmedia.com https://www.facebook.com/BFGFinancialAdvisors https://www.linkedin.com/in/ebrotman/ EPISODE CHAPTERS: (0:00:00) - Financial Planning and Estate Protection Eric Brotman discusses financial planning and literacy, emphasizing the need for risk management and protection of assets in today's world. (0:09:43) - Wealth Building Strategies and Tax Planning Nature's wealth goes beyond finances, including experience, knowledge, and legacy. Life insurance, tax-advantaged savings, and diversification are important for future challenges. (0:21:36) - Legacy and Retirement Redefined Collaboration between financial planning and legal counsel, redefining retirement, and the broader implications of legacy. (0:27:43) - Planning for Retirement and Financial Freedom Retirement planning involves more than finances, including healthy habits, resilience, and the impact of life events. (0:34:00) - Financial Advisor's Motivation and Generational Impact Our financial expertise guides individuals and families towards positive changes through scholarships, literacy programs, and personal efforts. (0:38:03) - College Experience and Financial Planning English and science majors have different college experiences, and it's important to start new ventures immediately and seek financial advice. (0:44:06) - Uncovering Your Why for Success Taking action and uncovering one's 'why' leads to success in authorship and fitness, with gratitude for Eric's contributions. 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/

EPISODE SUMMARY: There comes a point in everyone's life when we hit an invisible wall, not realizing it's one we've built ourselves with limiting beliefs. On our latest podcast, I sit down with Rick Torrison, the mind behind Right Now Leadership and Revival Rivers, to dissect these barriers and share stories of personal evolution. We examine how our histories and the 'norms' society imposes can inadvertently confine our dreams. Rick brings a wealth of knowledge from his own transformative journey, providing a rich perspective on identifying and deconstructing these beliefs to chart a path toward an unfettered future.   RICK'S BIO: Rick Torrison is the founder of Right Now Leadership LLC & Revival Rivers Non-Profit, international speaker, and a certified Success & John C Maxwell coach. He helps passionate and growth minded leaders walk in the power of their identity. With over 25 years of experience working with Fortune 500 companies, solopreneurs and speaking to thousands around the world, Rick is uniquely equipped and qualified to help organizations and individuals personally and professionally break through limiting beliefs, cultivate an infinite mindset, and unleash your true identity.   GET IN TOUCH WITH RICK : https://www.instagram.com/ricktorrison/   EPISODE CHAPTERS: (0:00:00) - Overcoming Limiting Beliefs for Success Overcoming limiting beliefs is crucial for success, as discussed by Rick and his journey from the Midwest to Texas. (0:10:34) - Overcoming Limiting Beliefs for Transformation Nature's transformative journey through challenging beliefs and aligning behavior with change, sponsored by HomeDepot. (0:23:53) - Embracing Change and Taking Risks Mindset, vision, and support are crucial for progress and taking risks is necessary for achieving goals. (0:31:00) - Believing in Possibilities and Overcoming Obstacles Using "yet" to overcome limitations, striving for goals, understanding self-doubt, and the journey towards personal growth. (0:39:34) - Unlocking Limitless Potential in Children Nature's limitless potential, self-imposed limitations, power of words, nurturing mindset, and imprinting values in children. (0:51:36) - Discovering Your Purpose and Potential Finding one's 'why' and how it evolves over time, centered around faith and empowering others, with an invitation to join a community and engage with content on Instagram. (0:58:06) - Know Your Why Podcast Success Understanding our "why" and aligning it with our actions can lead to success in real estate and personal growth.   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/