• Real Estate Reality Check: Strategies, Caution, and Cash Flow for Today's Market - Mathew Owens: Ep #518
    Jan 10 2025

    Resilience and adaptability are key traits for success in real estate. Today, I am joined by Mathew Owens, CPA and Owner of OCG Properties and OCG Capital. We discuss the transition from active income to passive income for long-term security.

    Mathew shares his personal journey of rebounding from a 50k loss to making a 70k profit and the importance of learning from challenges such as contractor fraud and market downturns. Listen in to hear about what due diligence is necessary, the insight active real estate investing can offer, and more!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep #517 - Austin Hair – Combining Healthcare and Real Estate – How Demographics and Market Analysis Protect Investors
    2. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset
    3. Ep #505 - Jeff Watson – How and Why You Should Loan Money in Real Estate

    Check out the show notes for more information!

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

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    51 mins
  • Combining Healthcare and Real Estate - How Demographics and Market Analysis Protect Investors - Austin Hair: Ep #517
    Jan 3 2025
    Today, we're diving into some niche real estate markets, then broadening out to the general real estate market and the overall economy. I spoke with Austin Hair, a former professional wakeboarder now a real estate operator and managing partner of Leaders Real Estate. In this episode, we discuss how Austin uses demographic and competition analysis, particularly in the healthcare sector, to look for acquisitions and opportunities for both healthcare providers looking for new locations and investors. Listen in to learn why healthcare real estate is a resilient investment class, the benefits of long-term asset holding, wedding venues as a niche opportunity, mitigating risks via relationships, and the potential for a recession soon. Check out the show notes for more information! Time Codes: 03:21 - Austin's transition from wakeboarder to entrepreneur to real estate operator 06:57 - How to use demographics and competition data to find new business locations 10:19 - Why Austin focuses on multitenant properties. 14:12 - What kinds of business owners benefit the most from Austin's acquisition analysis. 16:18 - The real estate market ahead and how much the economy and interest rates actually affect investors. 23:59 - Pursuing opportunity while mitigating downside risk. 25:00 - Wedding venues as a niche real estate asset. 27:30 - How Austin works with investors and his favorite asset holding period. 29:46 - Don't do all the investment or business research yourself. 30:56 - Recession potential - How much risk should you take today? If you like this episode, here are more episodes we think you’ll enjoy: Ep #514 - Kim Kiyosaki - How to Think For Yourself and Learn Ep #512 - Andrew McDannels - Protecting Your Wealth - Fiat Currency, Tangible Assets, and Commodities Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur and Real Estate Investor Mindset Episode Links: Austin's Company: Leaders Real Estate Austin's Podcast: Helping Healthcare Scale Download the free report: Becoming a Full-Cyle Investor P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think): 1. Schedule a Call with My Team: If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest. 2. Become a Full-Cycle Investor: There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
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    35 mins
  • New Years Message and What to Expect in 2025 - David Phelps: Ep #516
    Dec 31 2024

    A New Year's Eve Special where I reflect on 2024 in podcasting, preview conversations and lessons to come, the top 3 ways to work with me in 2025 and my thoughts on success and enjoyment for this next year. In gratitude and reflection, we realize how blessed we are and what we'd like to do next. I invite you to try it out and see how it affects your next year.

    Time Codes: 0:26 - 2024 reflections and the benefits of podcasting. 2:36 - A preview of lessons from my conversations in 2025. 5:32 - The top 3 ways to connect and work with me. 8:24 - How to enjoy and create success in 2025.

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep #508 - Ben Glass – Time Management Principles and Strategies for Success and Enjoyment
    2. Ep #501 - Laura Schwindt and Karen Tindall – A Balanced Life and Practice: More Joy Equals More Productivity
    3. Ep #446 - Paul Goodman – Finding Joy and Happiness in a World of Complaint

    Links from this episode:

    1. Join my Catalyst Group: 4-week Online Real Estate Course
    2. Order free copies of all my books.
    3. Schedule your call with my team.

    #reflection #podcasting #2025 #success #enjoyment #gratitude

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

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    10 mins
  • Effective Marketing Equals More Profit For Less Effort - 95% of Businesses Don’t Do This - Marty Fort: Ep #515
    Dec 27 2024

    What is the key to turning your business into a trusted authority and creating an effective marketing plan? Marty Fort joins us today to answer that question and more. A musician, small business owner, former professor, seminar speaker, and business coach, Marty owns and operates one of the biggest communities of music schools in South Carolina. In this episode, he shares insight from years in business and marketing, as well as how he helps small business owners realize their full potential.

    Check out the show notes for more information!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset
    2. Ep #425 - Christopher Phelps – Complete Dental Marketing – Boots on the Ground Strategies that Actually Work

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

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    44 mins
  • How to Think For Yourself and Learn to Invest - Kim Kiyosaki: Ep #514
    Dec 20 2024

    Joining me today is Kim Kiyosaki, an accomplished investor and entrepreneur known for her expertise in education and empowerment. As a co-founder of the Rich Dad Foundation (alongside her husband Robert Kiyosaki) and author of Rich Woman, Kim uses her experience and knowledge of wealth and finance to educate and inspire women to achieve financial independence through investing in sound financial management. Listen in as she talks about important lessons she has learned throughout her life when it comes to finances, how to avoid common financial mistakes, and more.

    Check out the show notes for more information!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep #506 - Ted Oakley – Stewarding Wealth, Values and Wisdom Into The Next Generations
    2. Ep #475 - Anna Kelley – Building Wealth and Teaching Financial Wisdom to the Next Generation
    3. Ep #463 - David Phelps – Creating Your Own Economy in the Midst of Volatility in 2024

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

    Show more Show less
    57 mins
  • True Transformation and How Comfort Becomes a Crutch - Patrick Precourt: Ep #513
    Dec 13 2024

    Are you feeling stuck but aren’t sure why? What if the key to unlocking your potential lies in embracing uncertainty instead of staying in your comfort zone? If you’re looking for insight into how to transform your habits and pursue higher fulfillment and impact, don't miss this incredible episode with Patrick Precourt. A lifelong entrepreneur, competitive MMA athlete, real estate investor, and Peak Evidence-Based Performance Life Coach, Patrick joins me today to break down what it takes to find and pursue your purpose.

    Check out the show notes for more information!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep #509 - Matt Larson – Success Requires Risk and Courage – An Entrepreneur Mindset
    2. Ep #294 - Patrick Precourt – Using Adversity to Create Opportunity and Impact

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

    Show more Show less
    47 mins
  • Protecting Your Wealth - Fiat Currency, Tangible Assets, and Commodities - Andrew McDannels: Ep #512
    Dec 6 2024

    What is real money? And how can you protect yours over the coming years? In this episode, Andrew McDannels joins us again, and this time, we’ll focus more on currency, investing, and wealth protection. We discuss how Trump has affected the stock market vs. long-term treasuries, as well as what that says about our economy. Andrew will also share his best tips on how to protect yourself from inflation.

    Check out the show notes for more information!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing
    2. Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns
    3. Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

    Show more Show less
    33 mins
  • Traveling the World and Not Paying Taxes - A Different Approach to Investing and Life - Andrew McDannels: Ep #511
    Nov 29 2024

    Andrew McDannels is a lifestyle investor and business owner who has a very different approach to life and work. He joins the show today to share why he and his family have lived in 11 countries and traveled non-stop for the last few years. He also opens up about his lifestyle, how he doesn't pay taxes, and how to design a life and job you want to do.

    Check out the show notes for more information!

    If you like this episode, here are more episodes we think you’ll enjoy:

    1. Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing
    2. Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns
    3. Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose

    P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

    1. Schedule a Call with My Team:

    If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

    2. Become a Full-Cycle Investor:

    There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

    3. Get Your Free Retirement Scorecard:

    Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

    Show more Show less
    35 mins