In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Michael Cannivet, founder, president, and chief investment officer of Silverlight Asset Management. Michael discusses his journey from discovering the stock market in college to founding his own investment firm. They delve into financial strategies, the importance of risk management, and the intriguing idea behind his book, "The Four Minute Retirement Plan". Key Highlights: 1. Early Career and Lessons from the Tech Bub...
Aug 21, 2024•48 min•Ep. 338
In this new episode of the Know Your Why Podcast, Dr. Jason Balara chats with Casey Gregerson, a serial entrepreneur who has successfully navigated industries from real estate to sports and fitness. Casey shares his journey from his first property purchase in college to developing integrated real estate businesses across multiple regions. Key Highlights: 1. Early Beginnings and First Property: - Bought his first property in Laramie, Wyoming while in college, effectively house hacking with roomma...
Aug 16, 2024•34 min•Ep. 337
In this inspiring episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Vlad Arakcheyev, a New Jersey-based multifamily investor and real estate agent. Vlad shares his journey from being a graphic designer to establishing Zontik Ventures, a company focused on achieving financial independence for his family and investors. Key Highlights: 1. Journey to Real Estate: - Transitioned from graphic design to real estate after being furloughed during COVID-19. - Faced initial challenges b...
Aug 14, 2024•44 min•Ep. 336
In this episode of the Know Your Why Podcast Dr. Jason Balara welcomes seasoned real estate investor Dan Lewkowicz . They discuss the evolution of the real estate market over the past few years. They delve into market trends, investment strategies, asset management techniques, tenant scenarios, and personal motivations in the real estate industry. Dan emphasizes the importance of family, legacy building, giving back, financial responsibility, and financial freedom as driving forces behind his su...
Aug 09, 2024•36 min•Ep. 335
On this episode on the Know Your Why Podcast Dr. Jason Balara and guest Kayla Donovan focus on discussing the M&A landscape in veterinary medicine. Kayla shares her journey from aspiring equine vet to business development in veterinary corporate operations and the importance of strategic transitions in the industry. The discussion touches on the evolving market dynamics, impact of private equity in veterinary practices, challenges faced by practice owners during transitions, and the signific...
Aug 07, 2024•1 hr•Ep. 334
In this episode of the Know Your Why podcast, we welcome Kyle Kudoreski, Operations Manager at Web Street. Kyle discusses his journey from being an engineer to an investor and entrepreneur. Kyle shares his transition from a stable corporate job to venturing into entrepreneurship to satisfy his entrepreneurial itch. Key Highlights: 1. Kyle's background: Raised in East Tennessee, studied engineering, and worked in corporate America before venturing into entrepreneurship. 2. Journey into entreprene...
Aug 02, 2024•38 min•Ep. 333
In this episode of the Know Your Why Podcast, Dr. Jason Balara discusses the importance of value-based marketing and its impact on businesses. He interviews Kristin Spencer, a bestselling author and sales consultant specializing in value-centered marketing. Kristin shares her personal journey, highlighting how her struggles with math led her to excel in storytelling and value-based marketing. She emphasizes the significance of understanding customers' values and how it shapes marketing strategie...
Jul 31, 2024•45 min•Ep. 332
In this episode of the Know Your Why podcast hosted by Dr. Jason Balara, he sits down with Efren Delgado, a former FBI special agent with extensive experience in national security, law enforcement, and private protection. Efren shares his journey from being bullied as a child to becoming a protector of people, driven by his deep-seated resentment of injustice. He emphasizes the importance of understanding human behavior, being aware of potential threats, and staying focused on one's purpose to n...
Jul 26, 2024•46 min•Ep. 331
Join Dr. Jason Balara on the "Know Your Why Podcast" as he delves into insightful conversations with successful individuals across various industries. In this episode, real estate broker Bob Knakal shares his journey, emphasizing the importance of passion, specialization, and adapting to market challenges. Discover Bob's competitive spirit, evolving "why" in the industry, and valuable advice for finding success and fulfillment. Tune in to explore the driving forces behind achievement and gain va...
Jul 24, 2024•42 min•Ep. 330
Dr. Jason Balara interviews Stas Grinberg, co-founder of Vision and Beyond Capital Investments, on the Know Your Why podcast. Stas shares his transition from an IDF officer to managing 3,000 real estate units in the U.S., moving from passive investing to active management, and scaling up from smaller properties to larger complexes. He also talks about Foundation 2141, aiding retired IDF commanders in civilian life. The episode offers valuable real estate investment advice. Key Takeaways: - From ...
Jul 19, 2024•39 min•Ep. 329
Discover the path to financial freedom and entrepreneurial success with Jesse Ray! Starting as a 14-year-old cabana boy, Jesse mastered the real estate market and created thriving co-living communities. Inspired by "Rich Dad, Poor Dad" by Robert Kiyosaki, he reveals the power of financial literacy, strategic planning, and mentorship. Jesse's transition from corporate America to full-time entrepreneurship is a testament to persistence and the importance of a supportive network. Learn about Growth...
Jul 17, 2024•43 min•Ep. 328
In this special Live episode, Dr. Jason Balara and Rachel McFarlane explore the unique intersection of veterinary medicine and real estate investing. Rachel, the newest member of the Lark Capital team, brings her background in veterinary medicine and real estate to share innovative investment strategies tailored for busy medical professionals. This episode also underscores the importance of mental health awareness, particularly in the veterinary community, and introduces the Veterinary Impact Fu...
Jul 12, 2024•1 hr 1 min•Ep. 327
Join us in this new episode of the Know Your Why Podcast with host Jason Balara as we dive into the world of successful real estate investing with Tucker Thompson, co-founder of Sweet Bay Capital. Learn about Tucker's journey from JP Morgan's halls to real estate success alongside Max Shelton. Discover their gradual transition from student rentals to managing a growing portfolio of multifamily units across Virginia, North Carolina, and South Carolina. Key Takeaways: 1.The Power of Financial Back...
Jul 10, 2024•43 min•Ep. 326
In this podcast episode, Jason Balara interviews Simon Severino, a sales and business strategy coach. Simon discusses scaling businesses sustainably, entering new markets, achieving $35K in monthly recurring revenue, documenting processes, delegation, revenue strategies in tough markets, long-term planning, and maintaining an entrepreneurial mindset. Key Takeaways: 1. Understanding and Entering Markets: - Quickly validate business hypotheses through small launchesAchieving $35K monthly revenue s...
Jul 05, 2024•37 min•Ep. 325
In this episode, we sit down with Dr. Marie Holowaychuck, a board-certified small animal emergency and critical care specialist with a compelling story of overcoming burnout and advocating for veterinary team well-being. Dr. Holowaychuck opens up about her journey through veterinary medicine, from growing up with veterinarian parents to facing the immense challenges of burnout and mental health. She shares transformative experiences, including a life-altering car accident, that shifted her focus...
Jul 03, 2024•54 min•Ep. 324
In this new episode of the Know Your Why podcast, Dr. Jason Balara interviews Ben Utley, a Certified Financial Planner (CFP) and service team leader atPhysician Family Financial Advisors. Ben shares his journey from a pivotal childhood lesson in suburban Texas to becoming a financial advisor specializing in helping doctors and veterinarians with dynamic financial planning. Listeners will learn the importance of evolving financial plans, retirement planning, student loan management, and balancing...
Jun 28, 2024•40 min•Ep. 323
In this new episode, Jason sits down with Brian Burke, a seasoned multifamily real estate mogul and the President and CEO of Praxis Capital. Brian shares his transformative journey from house flipper to managing over 4,000 multifamily units and raising $300 million in investor capital. The conversation explores how Brian has navigated various market cycles, particularly the severe downturn in the multifamily market, which he describes as more intense than the 2008 financial crisis. Brian's exper...
Jun 26, 2024•47 min•Ep. 322
Welcome to another enlightening episode of our podcast, where we dive into the inspiring journey of Keith Blackborg from a Certified Public Accountant (CPA) to a real estate titan. Join us as Keith shares his story of building wealth, achieving happiness, and understanding the true riches of life. Key Takeaways: - Pursuing Financial Independence: Keith achieved financial independence by age 30, demonstrating that with the right strategies and decisions, it's possible to reach financial freedom e...
Jun 21, 2024•38 min•Ep. 321
Welcome to the "Know Your Why" Podcast, where we dive into the personal stories and strategies of those who have successfully navigated the path from traditional careers to extraordinary lives of entrepreneurship and philanthropy. In this episode, we are joined by Dave Homyak, a former engineer who has redefined success by transitioning from the rigidity of the 9-to-5 to the freedom and impact of real estate investment and entrepreneurship. Key Takeaways: 1. Strategies for Financial Independence...
Jun 19, 2024•46 min•Ep. 320
Welcome to a heart-touching and insightful episode where we're joined by Jennifer Evans, a seasoned veterinary professional and an inspiring "veterinary optimist." In this deep dive into the ups and downs of veterinary careers, we discuss the passion that fuels the profession, the burnout that too often follows, and the hopeful path to industry renewal. Key Takeaways: - Passion Can Lead to Burnout: Jennifer shares her personal journey, starting in veterinary medicine at a young age and eventuall...
Jun 14, 2024•48 min•Ep. 319
In this episode, we sit down with Jon Jasniak, a visionary who has made a name for himself in the world of land investing. Jon walks us through his extraordinary path from learning about land investment through a podcast to owning a whole town. His insightful strategies and practical advice will enlighten both new and seasoned investors about the potential of land investing and the power of a strong social media presence. Key Takeaways: 1. Land Investing Success: - Jon shares his initial steps i...
Jun 12, 2024•35 min•Ep. 318
Welcome to another episode of the Know Your Why Podcast, where we dive deep into the stories behind success and the strategic insights that fuel it. In this episode, Dr. Jason Ballara is joined by Luis Melo, who has masterfully transformed his career from a server to a real estate powerhouse specializing in land flipping. Discover the secrets of the California land market and learn how to turn vacant lots into profitable investments. Key Takeaways: - Persistence and Adaptation:Luis's story is a ...
Jun 07, 2024•31 min•Ep. 317
In this new episode of the Know Your Why Podcast, we're joined by JP Albano, a former IT professional turned Amazon bestselling author and real estate investor. JP shares his remarkable transformation from a high-paying tech sales career to finding financial independence through real estate, specifically in apartment investing. Discover the mindset shifts that propelled him from dealing with imposter syndrome to becoming a successful investor and the strategies he employs to overcome industry ch...
Jun 05, 2024•40 min•Ep. 316
Welcome to our latest podcast episode where we delve into the world of real estate innovation with Brian Charlesworth, the CEO of Sisu. In a conversation filled with entrepreneurial insights, Brian takes us through his journey from the early days of the internet at MCI WorldCom to revolutionizing the real estate industry with cutting-edge technology. Join us as we explore the inception of Sisu, its growth trajectory, and the transformative power of data analytics in sales performance and leaders...
May 31, 2024•35 min•Ep. 315
In this episode, we dive deep into the real estate investment journey with Culby Culbertson, who shares his invaluable insights from his transition from the oil fields to becoming a property investment maestro. Join us as we discuss strategies, market challenges, and the importance of networking and specialization in the competitive landscape of real estate. Key Takeaways: 1. The Importance of Networking: Culby emphasizes the critical role networking plays in the real estate industry, particular...
May 29, 2024•32 min•Ep. 314
In this enlightening episode, we dive into the evolving market of flex industrial spaces with the expert guidance of Cody Payne, Senior Vice President at Colliers, Texas. Discover how these multifunctional properties are reshaping the commercial real estate landscape by offering a hybrid solution that blends industrial and office space. Cody unpacks the reasons behind the rising popularity of small bay flex spaces and their significance in a post-COVID economy. With a focus on adaptability, cost...
May 24, 2024•35 min
Welcome to our latest episode where we dive into the remarkable journey of David Lilley, a former Marine Corps member and firefighter who pivoted his career to become a real estate investment expert. With 300 active investments and an impressive growth trajectory, David's story offers a wealth of insights for anyone looking to enter or scale their own real estate ventures. Episode Highlights: - David's Background: Learn about David's transition from military service and firefighting to launching...
May 22, 2024•28 min
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 wi...
May 17, 2024•38 min
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 in...
May 15, 2024•38 min
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 ...
May 10, 2024•41 min
