Are you ready to build true wealth for your family? Ready to put your money to work for you so that you can live life exactly as you've always wanted? Join Annie Dickerson, Susan Elliott, and Julie Lam – busy moms, passive income enthusiasts, and real estate investors – as they talk about everything from investing to financial freedom to parenting, traveling, creating a life by design, and everything in between. If you want to stop trading your time for money and focus on what really matters ...
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Learn how to build wealth through investing in commercial real estate. We invite special guest on the show to discuss about how they got started and their journey on how they created and build wealth in commercial real estate such as apartments, hotels, self storage, mobile home parks and other commercial asset classes.
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Integrating Intellect and Intuition [00:13:51] I really believe the things that come into our life, you could look at it like your life movie, are there to help provoke you to grow, to change, to shift, maybe to bring something forward that you need to see, that you wouldn't otherwise experience if you didn't let yourself just be in it. [00:19:41] …
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In this episode of the Building Wealth Through Commercial Real Estate Podcast, we're excited to welcome Scott Kid, a dynamic force in the world of multifamily apartment investing. Scott has made significant strides in the real estate sector, focusing on high-growth markets in Ohio, North Carolina, and Florida. Scott's journey to real estate success…
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Creating a Meaningful Business [00:18:35] I do believe that it starts with that intention, like I mentioned the five years prior of knowing this is my path, but releasing the how of getting there.” [00:34:01] I had to figure out and think about how am I defining my worth, and how am I making money? What are my streams of income? How am I managing m…
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In this episode, Jonathan sits down with Dennis Havrilla, a former professional football quarterback turned successful investor, to delve into the world of net lease retail investing. They explore how to identify high-quality tenants, the nuances of this unique investment strategy, and the pivotal role mentorship plays in both personal and professi…
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Three Key Actions for Financial Freedom: 1. Clarify Your Vision: Define what financial freedom and a life by design mean to you. 2. Daily Check-In: Ask yourself if you're closer to your vision today than you were yesterday. 3. One Action a Day: Identify one thing you can do each day to move closer to your vision. The Art of Simplifying [00:02:48] W…
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In this episode of the Building Wealth Through Commercial Real Estate Podcast, we sit down with Mauricio Rauld, the go-to real estate syndication attorney in the country. Known for helping real estate syndicators stay out of jail by ensuring compliance with federal and state securities laws, Mauricio has over 22 years of experience and leads the se…
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Three-Part Exercise for Managing Financial Anxiety 1. Fears: List all your fears related to a financial decision. 2. Opportunities: Write down all the positive possibilities that could result from the decision. 3. Strengths: List your strengths and why you are capable of making this decision. Building Confidence in Financial Decisions [00:20:54] Bu…
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Join us as we explore the world of commercial real estate investing with Annie Dickerson, Founder & Chief Brand Officer of Goodegg Investments. With over 15 years of experience and recognized as Real Estate Investor of the Year by the Motley Fool, Annie shares her expertise in passive investing strategies that have helped thousands achieve financia…
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Advice for Aspiring Investors Seek out a community that provides support, shared knowledge, and confidence to help you navigate real estate investing. Take the time to understand each investment and ensure it aligns with your financial goals and risk tolerance. Remember real estate investing is a long-term journey with a goal of achieving financial…
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Join us in this episode as we delve into the world of commercial real estate investment with Alex, a seasoned expert in the field. Alex's multifaceted background, ranging from macroeconomic analysis to teaching economics, provides a unique perspective on wealth-building strategies. With a wealth of experience in multifamily transactions and consult…
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Mindset and Long-term Impact A positive mindset is crucial for overcoming challenges and achieving long-term success. Keep moving forward even when feeling afraid. One more phone call could lead to the opportunity you’ve been waiting for. Make a conscious effort to integrate healthy habits now so you don’t have to pay for it later. Investing in the…
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Join us as we dive into the inspiring story of Gerald Rosengarten, affectionately known as “Mr. Knit,” a visionary who turned his struggles into triumphs. Despite being unable to read until his 50s due to dyslexia, Rosengarten revolutionized the fashion industry with the creation of the leisure suit and made significant impacts in real estate and r…
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Career Trajectory and Personal Goals Early career guidance from mentors can significantly shape professional growth and approach to challenges. Asking direct, ambitious questions can set a strong foundation for career advancement. Understanding financial tools is key to creating generational wealth and having a broader community impact. Continuousl…
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In this episode, we sit down with Diana Lin, Partner and Co-Founder at Navi Ventures, to explore her remarkable journey in real estate investment. From transitioning from passive investing to active sponsorship, Diana shares invaluable insights into navigating the ever-evolving landscape of property management. Tune in as Diana shares her insights …
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Roots and Rewards of Starting Your Own Side Project You must have clarity of purpose to face the inevitable challenges of side hustling. The opportunity to learn new skills and turn them into side hustles is more accessible than ever. Surrounding yourself with a network of peers can accelerate learning and open doors to monetization opportunities. …
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Join us for an inspiring episode as we sit down with Jesse Trujillo, a true example of resilience and determination. From bankruptcy and wrongful imprisonment to becoming the Founder/CEO of multiple successful companies, Jesse's story is a testament to the power of perseverance and self-belief. In this episode, Jesse shares his incredible journey o…
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Imagine the impact just 10K additional per year could make on your lifetime financial plan Treating your side hustle as a business because it is one Be a fly on the wall at a Goodegg Popover (online event) With a little self-awareness and strategy, the best fit side hustle will surface Lessons learned from rental properties and an Etsy shop Want to…
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In this episode of "Building Wealth Through Real Estate," we chat with Todd Dexheimer, a real estate pro from Endurus Capital. Todd shares smart ways to gather cash and connect with people in the real estate world. He shares his journey from being a high school teacher to becoming a successful real estate investor. Be inspired by his transition fro…
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Perks of starting in real estate with a strong family background Strategies for managing properties remotely to maintain a flexible lifestyle Insights into house hacking and leveraging small multifamily properties Advice on dealing with property management and the transition to using third-party services Tips for international investors looking to …
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Picture a future where your money generates passive income effortlessly, sparing you the typical landlord headaches. This dream is not only achievable but a reality through real estate syndications – a revolutionary form of group investing. Say goodbye to tenant troubles, maintenance headaches, and late-night emergencies, while still reaping the be…
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Differences in generational views on the income and net worth needed for happiness The impact of sudden income changes on life's satisfaction and the pitfalls of equating wealth with happiness Hedonic treadmill: What it is and its implications on our pursuit of happiness Understanding the balance between setting financial goals and finding joy in t…
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On today's episode, we are thrilled to have Ginny Bolling, a seasoned real estate professional with an impressive four-decade career in the industry. Ginny is not just a successful real estate expert; she's a mother of two incredible kids, making her insights and experiences uniquely relatable to many. With a background spanning over 40 years, Ginn…
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The power of seizing opportunities when venturing into entrepreneurship How to leverage house hacking and real estate investments to build wealth Benefits of passive investing through real estate syndications, Why it’s vital to instill financial literacy into your children The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re…
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Join us for an insightful conversation with Craig McGrouther, the Director of Business Development at Lone Star Capital, a powerhouse in the multifamily real estate sector with a portfolio exceeding $350 million. Craig delves into his role, steering the ship in sales and outreach, while also overseeing the intricate process of capital stack structu…
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Key differences between a financial advisor and a financial coach Psychological barriers people face in wealth management and tips to address them Tips for managing finances as a couple Misconceptions about working with a financial coaches The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningful and in…
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We often wonder if we've lived fully, been truly happy, and made a meaningful impact in our lives. Today, we're excited to have Brad Chandler, president of Brad Chandler Coaching, whose real estate journey started with a curiosity in 9th grade. While his success in the real estate industry is notable, Brad is here to share insights into his life's …
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Signs you’re burned out Applicable techniques to deal with burnout Why prioritize organizing work and life over pursuing a work-life balance Strategies for navigating the challenges of managing burnout The importance of prioritizing your well-being The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningf…
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The number one key factor to building a successful business whether in real estate or any other industry, is the MINDSET. Our guest, Jeremy Lemere, Principal at Star Capital Management Group, LLC, shares his journey of overcoming uncertainties and fears to thrive in real estate. With over a decade of experience, Jeremy provides valuable insights fr…
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The Goodegg story: How it started and why Key lessons learned in the world of real estate investing Powerful investment advice about life and money newbies should follow The impact of real estate investing in the lives of working moms Vision for the next 200 episodes of Life and Money Show Podcast The Life & Money Show Spotlight: Your Life & Money:…
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Marketing and branding play pivotal roles in shaping the success of a business. At its core, marketing is the art of connecting with your audience, conveying your unique value proposition, and compelling them to engage with your products or services. Simultaneously, branding goes beyond mere recognition; it encapsulates the essence of your business…
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Tips for parents juggling work and family How motherhood as an identity reshapes your other identities Dr. Stephanie’s proudest moment as a mother What you’ll learn during therapy sessions from patients Core lessons and values from Dr. Stephanie’s book The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a mean…
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Adrian Smude got his start in real estate in 2002 when he was evicted which led him to become a landlord. After 11 years of being a hobby landlord, he discovered his passion for real estate investing by attending a real estate investor meeting. He tapped into the untapped gold-mine of mobile homes and has been following that path ever since. He is …
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Lesley’s journey to real estate investing Fundamentals about money and investing The importance of learning to talk about money Wealth gap: What it is, how it impacts women, and steps to overcome it Compelling reasons to join Lesley’s SHIFT Money Mentoring Club The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to li…
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Andy Gurczak is the President/manager at Allcity Adjusting, a residential builder specializing in custom homes and remodels. Currently managing the day-to-day operations of the business including building client relationships, organizing tasks and managing all aspects of the job site. Previous to joining KBR, he had the pleasure of managing many la…
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How to use The Dickens Process to create lasting change The power of embracing vulnerability Why practice fear-setting before setting your goals An alternative to New Year’s Resolutions What it means to begin with the end in mind RESOURCES/LINKS MENTIONED Self-Care Practices to Nurture Your Wealth and Wellness YouTube Daring Greatly by Brené Brown …
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The importance of self-care and why you need to make time for it What is financial self-care? Simple habits to incorporate into your daily life How does your morning routine affect your well-being? A valuable accelerator in achieving financial independence RESOURCES/LINKS MENTIONED New to passive real estate investing? Sign up for Passive Real Inve…
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How your upbringing around money impact your financial success The significance of discussing money within the family context An inspiring story behind the creation of Rapunzl Why it’s crucial to start financial literacy at an early age Various ways to nurture financial literacy in children The Life & Money Show Spotlight: Your Life & Money: What i…
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Discover How CJ Calio Left His W-2 Job to Build his Real Estate Portfolio with BRRR Strategy
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CJ Calio is the co-founder of WNN properties LLC, and a full-time investor in residential and commercial real estate. CJ has raised millions of dollars to build a substantial residential and commercial portfolio and now helps others do the same. In less than five years CJ and his wife were able to live their dream of being full time investors while…
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How to calculate your FI number The power of finding a good investor community Essential tips for starting your FI journey Important insights to start financial independence journey Key number to achieve the FI goal The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design…
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Patrick Grimes, is the founder and CEO of InvestOnMainStreet.com, a private equity firm that specializes in tax-shielded and inflation-hedged passive investments in alternative investments. Since 2007, Patrick has purchased distressed real estate assets, renovating and stabilizing them for long-term cash flow. He has raised over $60M to acquire a $…
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With a background in corporate finance and 25 years of real estate and investment experience, Tom brings extensive experience to Belrose Asset Management. Taking the company from start-up to world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integ…
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FIRE Movement: What it is and its different types The significance of finding your why A simple exercise for discovering the deepest meaning of your why The evolution of your why RESOURCES/LINKS MENTIONED The Master Plan for Crafting a Life By Design - Part 2 Goodegg Live: How $10k/yr Investments Can Get You To Financial Freedom Are you looking to …
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The FLOW state of mind: What it is and its benefits The concept of the design thinking process and its importance 5 steps of the design thinking process Tips for generating and testing ideas in design thinking Examples of using design thinking to create a happier life for yourself RESOURCES/LINKS MENTIONED The Master Plan for Crafting a Life By Des…
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After founding Rockstar Capital in March 2011, Robert has since directed the growth of Rockstar Capital’s managed portfolio to 21 apartment communities with a total of 3,762 rental units. Since 2011, he has directed the underwriting, acquisition, and management of 30 apartment communities consisting of more than 5,243 rental units. On top of runnin…
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FIRE movement: What it is and how to achieve it Different types of FIRE movement How to calculate your target FIRE number Reasons why you should passively invest in real estate and strategies to get started Advantages of building your passive income early RESOURCES/LINKS MENTIONED The Master Plan for Crafting a Life By Design - Part 1 3 NEW ways to…
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George Salas is the CEO & Founder of Real Estate Investment Operations & Consulting Companies, Empress Capital, and Creative STR Wealth. He is a sought-after serial entrepreneur, real estate investor, inspirational speaker, fund manager, and elite short-term rental investing coach. He leads top-tier real estate masterminds, syndications, and operat…
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What is the concept of a life by design, and how it differs from a life by default A step-by-step guide to creating monumental shifts in your lifestyle Daily exercises and habits you can do to help you thrive 5 kinds of freedom that will lead to a meaningful life The power of consistent, small steps to achieve your goal RESOURCES/LINKS MENTIONED De…
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James and Devin have a call center called Zion Call Management which provides call answering service and assistance for storage owners. We discuss the benefits of this call center and can be your back office support for daily questions from current customers or potential new customers and process new rentals or update billing information and other …
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Based in Phoenix, Arizona and Atlanta, GA, Jack Pomerantz is a Director of Real Estate Finance in Walker & Dunlop’s Multifamily Finance Group. Mr. Pomerantz is an expert in multifamily financing, with over $2 billion in transactions personally underwritten, analyzed, and originated throughout his career. He is responsible for originating new loans …
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The mindset needed to overcome fear in the face of adversity Why courage is critical to transforming our lives Stories that will inspire you to face your calls to courage An exercise that can help you confront your fears and discover opportunities How to take action and build a proof of concept for your dreams The Life & Money Show Spotlight: Your …
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