In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes Tullie Bailey, a nightclub director and manager whose journey is both inspiring and transformative. Tullie reflects on his challenging upbringing in Colorado, his time working on oil rigs, and his pursuit of a music career before discovering his passion for the nightclub industry. He shares how sobriety during the COVID pandemic marked a turning point in his life, leading him to write two books—one chronicling his personal s...
Dec 04, 2024•47 min•Ep. 368
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Andrew Einhorn, CEO and co-founder of LevelFields, an AI-driven fintech platform revolutionizing investment research for self-directed investors. Drawing from his background in epidemiology and data analysis, Andrew shares how LevelFields processes vast amounts of data to provide actionable insights, alerts on market events, and diverse trading strategies, helping investors navigate today’s volatile markets. He discuss...
Nov 29, 2024•46 min•Ep. 367
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Jake Clopton, founder of Clopton Capital, about his entrepreneurial journey from studying economics to building a successful business during challenging economic times. Jake shares how taking risks, making quick decisions, and leveraging cold calling and relationship-building strategies helped him grow his company. He highlights the advantages of offering multiple in-house services, such as financing, insurance, and solar,...
Nov 27, 2024•35 min•Ep. 366
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Bronson Hill, managing member of Bronson Equity, as he shares his inspiring transition from a medical sales career to real estate investing. Bronson emphasizes the power of starting with a clear end goal and the importance of identifying your personal “why.” He discusses the unique challenges of raising capital in today’s market and explains why being a contrarian investor can open doors in uncertain times. Bronson als...
Nov 22, 2024•34 min•Ep. 365
In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes Ian Horowitz, a seasoned real estate investor and entrepreneur, who shares his inspiring journey from firefighter to successful real estate investor. Ian’s initial goal was to acquire just 10 rental properties, but with a clear sense of purpose - his “why” - focused on supporting his family, employees, and investors, he grew his portfolio to nearly nine figures. He dives into how his investment strategy evolved over time, mo...
Nov 20, 2024•46 min•Ep. 364
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Nic DeAngelo, widely known as the "fixed income goat," to discuss his expertise in economics and real estate. They delve into the advantages of fixed income investing, highlighting its stability and flexibility in comparison to appreciation-focused strategies. Nic shares his insights on current market trends, including rising inflation, the potential for a market "soft landing," and the increasing movement from public ...
Nov 15, 2024•47 min•Ep. 363
In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Rebekah Taylor, a third-generation real estate professional who shares her path to achieving time freedom through real estate. Growing up in a lower-income family, Rebekah was inspired by her father’s success in the industry, which led her to pursue a career in real estate herself. She began her journey with house hacking and later moved into passive investing, focusing on income-generating assets like multifamily propert...
Nov 13, 2024•39 min•Ep. 362
In this episode of the Know Your Why Podcast, hosted by Dr. Jason Balara, Vanessa Alfaro, founder of Venus Capital, delves into her real estate investment firm’s strategies and the evolving role of AI in the real estate industry. Vanessa discusses how Venus Capital focuses on acquiring large multifamily properties, leveraging AI for strategic innovation to boost productivity and save time. She highlights the importance of using AI to generate measurable results, improve processes, and create eff...
Nov 08, 2024•53 min•Ep. 361
In this insightful episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Rob Ferguson, a seasoned CEO and family business advisor, to explore the unique dynamics and challenges faced by family businesses. Drawing on his extensive experience, Rob shares how blending family relationships with business operations can often lead to conflicts such as shareholder disagreements, poor business performance, and a lack of governance. He emphasizes the need for structured processes to manag...
Nov 06, 2024•37 min•Ep. 360
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ken Gee, founder of KRI Partners, to explore his journey into real estate and the strategies that have fueled his success. Ken shares how he began by investing in small multifamily properties in Cleveland, focusing on properties that could be operated like a business. His introduction to value-add investing came when he upgraded a property and significantly increased rents, demonstrating the power of this approach. Key...
Nov 01, 2024•43 min•Ep. 359
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Scott Choppin, CEO and founder of the Urban Pacific Group of Companies. Scott shares his journey as a seasoned real estate developer and the unique challenges of operating in California’s demanding market. Drawing from his family background and deep industry experience, Scott discusses how these elements have shaped his career and success in real estate development. Key Highlights: - Family Background and Experience: Growi...
Oct 30, 2024•1 hr 2 min•Ep. 358
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Matthew Weber, Chief Revenue Officer of Alpha Funding, who shares his remarkable journey from a personal trainer to a leader in the real estate finance world. Matthew delves into the challenges and opportunities in the real estate lending industry, particularly the effects of market shifts and fluctuating interest rates on investment strategies. Key Highlights: - Building Relationships: Success in real estate finance relie...
Oct 25, 2024•43 min•Ep. 357
In this insightful episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Dave Foster, a qualified intermediary and seasoned expert in real estate investing, to explore the powerful wealth-building tool known as the 1031 exchange. Dave shares his personal journey in real estate investing and emphasizes the importance of knowing your 'why' - the deeper purpose behind your investment decisions. This clarity can shape the direction of your investment strategy and long-term finan...
Oct 23, 2024•43 min•Ep. 356
In this episode of the Know Your Why podcast, Dr. Jason Balara sits down with Andrew Postell, a real estate investor who shares his inspiring journey from humble beginnings to achieving financial independence through real estate investing. Influenced by his uncle, Andrew began with house hacking and the BRRRR method to build his portfolio. He discusses the challenges he faced, including a lack of resources and guidance, but his persistence and passion for learning helped him grow steadily in the...
Oct 18, 2024•47 min•Ep. 355
In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes real estate investor Randal McLeaird, who shares his transformative journey in the real estate industry. Randal’s path began during his college years, driven by a desire to own a home. His extensive experience across mortgages, title transactions, and property acquisitions laid the groundwork for what would become a robust real estate portfolio. Key Highlights: - Real Estate Journey: Randal’s journey in real estate started w...
Oct 16, 2024•47 min•Ep. 354
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with real estate expert Greg Bronson, who brings 19 years of experience in the industry. Greg shares his in-depth knowledge of residential real estate, student housing, and senior housing, offering valuable insights into the various asset classes and their unique demand drivers. As an industry veteran, Greg highlights how the need for housing and care across different demographics creates stability in these sectors. Key Hig...
Oct 11, 2024•34 min•Ep. 353
In this episode of the Know Your Why Podcast, host Dr. Jason Balara is joined again by seasoned real estate investor Lane Kawaoka, who shares his journey from managing single-family rentals to becoming a major player in syndication deals and development projects. Lane provides valuable insights into the current real estate landscape, emphasizing the importance of adapting and diversifying investment strategies to succeed in today’s market. Key Highlights: - Adaptation & Diversification: Lane...
Oct 09, 2024•39 min•Ep. 352
In this episode of the Know Your Why Podcast, host Dr. Jason Balara is joined by Patricia Andre-Wiltens and Tony Persaud, real estate agents and founders of The Unengaged Agent. Patricia and Tony dive into the crucial role of social media marketing and technology in today’s real estate industry. The conversation emphasizes the impact of video content on client relationships and brand building, with Patricia and Tony encouraging agents to embrace video marketing as a powerful tool for showcasing ...
Oct 04, 2024•40 min•Ep. 351
In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Jeffrey Panik, who shares his journey from military service to becoming a financial planner, and his passion for improving financial literacy among young people. Jeffrey reflects on his own experience with student loan debt and the financial challenges many college students face today. Key Highlights: - Purpose Before College: Jeffrey emphasizes the need for students to find their purpose and direction before comm...
Oct 02, 2024•44 min•Ep. 350
In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Keshav Kolur, full-time real estate investor and founder of Clive Capital. Keshav shares his inspiring journey into real estate and his mission to help everyday investors build generational wealth through alternative investment opportunities. His experience highlights the importance of staying educated on market trends, managing losses, and maintaining a focus on long-term goals. Key Highlights: - Know Your Why: Unde...
Sep 27, 2024•35 min•Ep. 349
In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Zach Zimmer, who shares his inspiring journey from climbing the corporate ladder to achieving financial independence through real estate investing. Starting with rental properties and eventually expanding into syndications, Zach provides valuable insights into his strategies for building wealth while maintaining the security of a W-2 job. Key Highlights: - Calculated Risk-Taking: Zach explains how taking calculated r...
Sep 25, 2024•58 min•Ep. 348
In this episode of the Know Your Why Podcast, host Dr. Jason Balara and Rachel McFarlane provide an in-depth update on the Lark Veterinary Impact Fund. The discussion covers recent performance insights, exciting announcements, and investment opportunities in the fund, which specializes in B-class multifamily properties and established, cash-flowing small businesses. Jason and Rachel highlight the strong fundamentals of the multifamily real estate market and the promising growth potential within ...
Sep 20, 2024•39 min•Ep. 347
In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Travis Freeman, a self-made millionaire, financial planner, and author of The Fortune of Youth . Travis shares his inspiring journey from growing up on food stamps to becoming a successful entrepreneur. He dives into the pivotal moments of his career and personal life, offering practical advice on entrepreneurship, investing, and personal development. Key Highlights: - Risk-taking & Self-investment: Discover why ...
Sep 18, 2024•37 min•Ep. 346
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Dr. Megan Sprinkle, a leading veterinary nutritionist, to dive into her unconventional journey in veterinary medicine. Megan shares how exploring non-traditional career paths, embracing curiosity, and thinking outside the box has been key to her personal and professional fulfillment. Whether you're a veterinarian or in another field, this conversation provides valuable insights on how to navigate career transitions and...
Sep 13, 2024•49 min•Ep. 345
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Freddie Rappina, a seasoned wealth advisor and retired police officer, to dive deep into the financial strategies that separate the wealthy from the average American. Freddie shares insights on how to play the financial "chess game" to build lasting wealth, as opposed to the simpler, often ineffective "checkers" approach that most people are taught. Key Highlights - Different Financial Game: Wealthy individuals and corpora...
Sep 11, 2024•49 min•Ep. 344
In this episode of "Know Your Why Podcast," Dr. Jason Balara interviews Jake Falcon, a seasoned financial advisor with nearly 20 years of experience in the financial services industry. They discuss the importance of financial planning, strategies for navigating uncertain markets, and practical steps for preparing for retirement. Key Highlights: - Background: Jake shares his journey from aspiring golf pro to financial advisor, highlighting his passion for finance and client service. - Financial S...
Sep 06, 2024•40 min•Ep. 343
In this episode of "Know Your Why Podcast," Dr. Jason Balara interviews Shawn DiMartile, a former air traffic controller who transformed his life by diving into real estate investing. Shawn shares his journey, challenges faced, and insights gained through investing in multifamily properties and transitioning to development projects in California. Key Highlights: - Background: Shawn began his real estate journey in 2018, motivated by a desire to achieve early retirement from his demanding job as ...
Sep 04, 2024•36 min•Ep. 342
Dr. Jason Balara interviews Travis Watts on this new episode of the Know Your Why podcast, discussing the changing real estate landscape in 2024. Travis, a full-time limited partner investor, shares insights on the impact of rising interest rates on commercial real estate and the opportunities presented by discounted valuations. He emphasizes the benefits of diversification, passive income, and cash flow investing. Travis also highlights the importance of operational efficiencies, such as vertic...
Aug 30, 2024•42 min•Ep. 341
In this special episode of the Know Your Why Podcast, Dr. Jason Balara welcomes back Jerome Myers for a second appearance. Jerome, the founder of Myers Methods and a multifaceted entrepreneur, discusses his journey through different ventures and his latest focus on helping business owners transition from their companies with purpose and fulfillment. Key Highlights: 1. Career Path and Corporate America: - Jerome shares his journey from studying engineering and playing football to working in the p...
Aug 28, 2024•44 min•Ep. 340
In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Jon Harp, a seasoned realtor leading a successful real estate team in Columbus, Ohio. Jon shares his journey from college to building a prominent real estate team, discussing the importance of mentorship, adaptability in changing markets, and his dedication to helping other agents succeed. Key Highlights: 1. Journey into Real Estate: - Jon started his real estate career in 2011, inspired by the popularity of HGTV flipping ...
Aug 23, 2024•41 min•Ep. 339
