Episode Highlights:

1. Reducing Insurance Costs in Flood Zones:

• Jake emphasizes the potential for property owners to lower insurance costs by removing their properties from flood zones.

2. Boosting Net Operating Income (NOI):

• How the removal of properties from flood zones can significantly increase the NOI of these properties.

3. Flood Expertise in Real Estate Development:

• The application of flood expertise to enhance real estate development, particularly in increasing buildable square footage and driving property value.

4. The Value of Note-Taking and Journaling:

• Discussing the importance of note-taking apps and journaling as essential tools for personal and professional development.

Key Takeaways:

• Leveraging flood zone knowledge can lead to substantial insurance cost savings for property owners.
• Removing properties from flood zones can markedly improve the NOI of the properties.
• Applying flood expertise in real estate development can result in more buildable space and increased property value.
• Embracing digital note-taking and journaling as crucial practices for growth and efficiency.

Stay Connected:

• For more insights and resources, visit Passive Wealth's website.
• Join the Passive Wealth Tribe Facebook group for discussions and networking - Passive Wealth Tribe Group.
• Follow Jake Harris on Instagram @jake.realestate for ongoing updates and tips.

Conclusion:

Tune into this episode of Passive Wealth Principles where Jake Harris delves into the key lessons learned from his interview with DJ McClure. This episode highlights the significant financial and developmental advantages of understanding and navigating flood zones in real estate, alongside the ever-important practice of diligent note-taking and journaling for sustained personal and professional advancement.

Episode Highlights:

1. Demystifying Flood Zones:

• DJ McClure explains the process of determining flood zones and the role of FEMA flood maps.

2. Success Stories in Flood Zone Removal:

• Examples of successful projects where properties were removed from flood zones and the subsequent impact on property values.

3. Flood Insurance and Due Diligence:

• The importance of including flood insurance in property due diligence and the potential savings for property owners.

4. Digital Note-Taking vs. Physical Journals:

• Jake and DJ discuss the benefits of digital note-taking platforms like Remarkable over traditional physical journals.

5. Security and Accessibility of Digital Notes:

• Emphasizing the security features and easy accessibility of digital note-taking methods.

6. Invitation to Connect:

• DJ McClure encourages listeners to connect with him on LinkedIn and visit the National Flood Experts website for more information.

Key Takeaways:

• Understanding FEMA flood maps and their update frequency.
• National Flood Experts' role in assisting property owners to remove their properties from flood zones.
• The process of analyzing topography and elevation certificates to challenge flood zone designations.
• The significant value addition and insurance cost savings from removing a property from a flood zone.

Stay Connected:

• To learn more about flood zones and insurance, visit the National Flood Experts website.
• For more insightful episodes and resources, visit Passive Wealth's website.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities - Passive Wealth Tribe Group.
• Follow Jake Harris on Instagram @jake.realestate for more real estate tips.

Conclusion:

Tune in to this episode of Passive Wealth Principles where Jake Harris and DJ McClure explore the complexities of flood zones, the potential savings from removing properties from these zones, and the emerging trend of digital note-taking. This discussion provides valuable insights for property owners and professionals in the real estate sector.

Episode Highlights:

1. The Journey of Buying Healthy Businesses:

• Revisiting James Richardson's approach to applying his corporate restructuring skills to the acquisition of healthy businesses.

2. Avoiding Distressed Business Purchases:

• Understanding James's advice against buying distressed businesses and the importance of maintaining emotional detachment during the buying process.

3. Importance of Relationships in Business Acquisition:

• The significance of building relationships with key personnel in the business to facilitate a smooth transition.

4. Structured Meeting Cadence and Business Health Monitoring:

• Implementing a structured meeting cadence with a scorecard for continuous evaluation of the business's health.

5. Perspectives of Different Buyers:

• Distinguishing between financial buyers and strategic buyers, with advice for first-time buyers to focus on cash flow.

6. Acquiring from Retiring Owners:

• The strategic approach of buying from retiring business owners as a means to acquire established businesses.

Key Takeaways:

• Emphasize the acquisition of healthy, profitable businesses.
• Importance of emotional detachment and comprehensive due diligence in the acquisition process.
• Building relationships with key personnel for a successful business transition.
• Implementation of structured meetings and scorecards to monitor and maintain business health.

Stay Connected:

• For more insightful episodes and resources, visit Passive Wealth's website.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities - Passive Wealth Tribe Group.
• Follow Jake Harris on Instagram @jake.realestate for additional updates and insights.

Conclusion:

Tune into this reflective episode where Jake Harris consolidates the valuable lessons from his dialogue with James Richardson, offering a deeper understanding of the nuances and strategies in business buying. Embrace these insights to navigate your own journey in the realm of business acquisition and management.

Episode Highlights:

1. The Evolution from Music to Accounting:

• James Richardson discusses his transition from music to the world of accounting and business buying.

2. Understanding Business Buying:

• Insights into the distinction between financial buyers and strategic buyers.
• The concept of platform companies in the business buying landscape.

3. Strategies and Advice for Business Buyers:

• Emphasizing the importance of relationships and patience in business acquisitions.
• The value of regular meetings and tracking leading indicators.

4. Structuring Deals and Financing Acquisitions:

• James shares his personal experience with financing his first business acquisition.
• Discussion on structuring deals and the significance of partnerships and networking.

5. The Power of Mindset and Time Investment:

• Recommendation of 'The Go Giver' for a mindset shift towards abundance.
• The value of investing in time, highlighted by Richardson's experience of hiring a nanny.

6. Engaging with James Richardson:

• Invitation to connect on Instagram and participate in his live course on buying small businesses.

7. Gratitude and Impact:

• Acknowledging Richardson's contribution and impact on the business community.

Key Takeaways:

• Exercise patience and diligence in business deals.
• Build and maintain strong relationships within the business community.
• Importance of regular communication and tracking business health.
• Explore various financing options and the significance of expert involvement.
• Embrace a mindset of abundance and the importance of time investment.
• Networking and community engagement as key to business success.

Stay Connected:

• Follow James Richardson on Instagram for insights and updates.
• Join his live course for practical guidance on buying small businesses.

Conclusion:

Tune in to this enlightening episode of Passive Wealth Principles, where Jake Harris and James Richardson explore the journey from music to accounting, the nuances of business buying, and the profound impact of mindset and time management in achieving professional and personal success.

Episode Highlights:

1. Innovative Sales Strategies in Vending and Micro Markets:

• Reflecting on the conversation with Mike, I explore effective sales methods like gift cards for new tenants and gamification in vending and micro markets.

1. Untapped Potential in Garden Style Apartment Complexes:

• I discuss the overlooked opportunities in garden style apartment complexes for vending and micro market ventures, considering their unique consumer base.

1. Customer Experience and Reducing Friction:

• Sharing Mike's insights on the importance of easy access to products and how this strategy can significantly boost sales in vending.

1. The Power of Executive and Virtual Assistants:

• I delve into how executive and virtual assistants can dramatically enhance time management and productivity for business owners.

1. Networking and Learning from Peers:

• Reflecting on the importance of networking and collaborative learning, and how they can lead to new insights and opportunities in the industry.

1. Balancing Family, Passive Income, and Personal Performance:

• I discuss the delicate balance between family life, generating passive income, and optimizing human performance for a fulfilling life.

1. Choosing Challenges for Growth:

• I share thoughts on embracing difficult paths for personal growth and unlocking new opportunities in life and business.

1. Family and Purpose as Core Values:

• Reflecting on Mike’s emphasis on the significance of family and having a clear purpose as fundamental drivers for success and happiness.

Key Takeaways:

• Creative sales strategies are key in the vending and micro market sectors.
• Garden style apartment complexes offer unique opportunities.
• Customer convenience is crucial for sales in vending.
• Executive and virtual assistants are invaluable for efficient business management.
• Networking and peer learning are essential for industry success.
• A balanced approach to family, income, and performance is vital.
• Embracing challenges can lead to growth and new opportunities.
• The importance of family and purpose in achieving success.

Stay Connected:

• For more episodes and insights, visit Passive Wealth.
• Join the discussion in our Passive Wealth Tribe Facebook group: Facebook Group.
• Follow me, Jake Harris, on Instagram for updates: @jake.realestate.

Conclusion:

Tune into this episode of Passive Wealth Principles for a journey through my learnings from Mike Hoffman. From innovative vending strategies to the importance of life balance, this episode is a treasure trove of insights for anyone looking to enhance their business acumen and personal life.

Episode Highlights:

Innovative Sales Strategies in Vending and Micro Markets:

Mike and Jake delve into effective methods for boosting sales, such as offering gift cards to new apartment tenants and gamifying customer experiences in the vending and micro market sector.

Opportunities in Garden Style Apartment Complexes:

The discussion highlights the untapped potential in garden style apartment complexes for vending and micro market businesses, considering the lack of walkable options for residents.

Enhancing Customer Experience by Reducing Friction:

Mike shares insights on the importance of providing convenient access to products, a strategy that can significantly amplify sales in the vending industry.

The Value of Executive and Virtual Assistants:

Learn how investing in executive and virtual assistants can be a game-changer in saving time and enhancing productivity for business owners.

Networking and Collaborative Learning:

Jake and Mike emphasize the benefits of networking and learning from peers in the industry, which can lead to uncovering new insights and opportunities.

The Triad of Family, Passive Income, and Human Performance:

The conversation pivots to a deeper exploration of balancing family life, generating passive income, and optimizing human performance for a fulfilling life.

Embracing Challenges for Growth and Opportunities:

They discuss the philosophy of intentionally choosing difficult paths for personal growth and unlocking new opportunities in life and business.

The Role of Family and Purpose:

Mike concludes by emphasizing the significance of family and having a clear purpose as fundamental drivers for success and happiness.

Key Takeaways:

• Employ creative strategies to boost sales in the vending and micro market sectors.
• Explore unique opportunities in garden style apartment complexes.
• Focus on customer convenience to enhance sales and satisfaction.
• Leverage executive and virtual assistants to optimize time management and productivity.
• Network and learn from others to gain valuable industry insights.
• Balance family, passive income, and personal performance for a holistic approach to success.
• Choose challenging paths to foster personal growth and discover new opportunities.
• Recognize the importance of family and purpose in driving life’s successes and joys.

Stay Connected:

For more insightful episodes and resources, visit https://passivewealth.com/.

Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities - https://www.passivewealthtribe.com/group.

Follow Jake Harris on Instagram @jake.realestate for additional updates and insights.

Conclusion:

Tune into this episode of Passive Wealth Principles, where Jake Harris and Mike Hoffman uncover the nuances of thriving in the vending and micro market industry, the significance of building effective support systems, and the art of balancing professional endeavors with personal growth and family life. Embrace these lessons to navigate your own path towards a successful and fulfilling journey.

Episode Highlights:

Embracing Family Time Through Jim Sheils' Insights:

Jake emphasizes the influence of Jim Sheils' book, "The Family Board Meeting," on his approach to dedicating quality time to family, underscoring the value of creating lasting memories.

Long-Term Wealth with Build-to-Rent Properties:

Discover how investing in build-to-rent properties can offer long-term wealth accumulation and greater control over property management.

Demystifying Institutional Capital in Real Estate:

Jake discusses the potential benefits of institutional capital in the real estate market, offering more opportunities for housing while addressing common apprehensions.

A Blend of Cash Flow and Appreciation:

Learn about the strategy of combining single-family rentals with duplexes and quadplexes to achieve both cash flow and property appreciation.

Prioritizing Quality and Low Debt:

The importance of focusing on quality real estate investments and maintaining low debt for steady appreciation and cash flow is highlighted.

Leveraging Strengths and Partnerships:

Jake explores the value of recognizing individual strengths and weaknesses and the power of seeking partnerships or specialized roles to enhance real estate business growth.

Action Steps for Passive Wealth and Time Freedom:

The episode concludes with Jake's insights on setting goals, creating actionable plans, and the importance of taking proactive steps to achieve passive wealth and time freedom.

Community and Support:

Joining a community of like-minded individuals in the real estate journey is encouraged for mutual learning and support.

Key Takeaways:

• Spend quality time with family to create meaningful experiences.
• Build long-term wealth through build-to-rent real estate investments.
• Understand the role of institutional capital in providing housing opportunities.
• Combine different property types for diversified income streams.
• Focus on quality investments and maintain low debt for better returns.
• Identify personal strengths and collaborate for business efficiency.
• Plan and take action towards achieving financial freedom and passive wealth.
• Engage with a supportive real estate community for shared learning and growth.

Stay Connected:

For more episodes and resources, visit https://passivewealth.com/.

Join the Passive Wealth Tribe Facebook group for enriching discussions - https://www.passivewealthtribe.com/group.

Follow Jake Harris on Instagram @jake.realestate for the latest updates and insights.

Conclusion:

In this episode of Passive Wealth Principles: What I Learned, Jake Harris offers a comprehensive breakdown of the invaluable lessons gained from Jim Sheils, focusing on integrating family values with effective real estate investment strategies. These insights provide a roadmap for building sustainable wealth while cherishing life's most important relationships.

Episode Highlights:

The Importance of Family in Business Success:

Jim discusses how prioritizing family life and creating a balance with work is essential, and how this philosophy has been a key driver in his success.

Build-to-Rent Real Estate Strategy:

Learn about Jim's transition to the build-to-rent approach in real estate investing, which offers benefits like generating passive income and buying back time.

Teaming Up and Utilizing Skills:

Jim emphasizes the significance of recognizing one's skills and collaborating with others who have complementary abilities to create a more robust and successful business model.

Family Rhythms and Honest Relationships:

The conversation covers the establishment of solid family routines for stability and connection, and the importance of vulnerability and honesty in personal and professional relationships.

Owning Less for More Quality:

Jim shares his philosophy of owning fewer but higher quality items, a principle that extends to various aspects of life.

The Role of Vulnerability in Business and Family:

Discussion on how being vulnerable and real in all aspects of life, including business, can lead to significant growth and stronger relationships.

The Impact of Sincere Apologies and Authenticity:

Jim talks about the power of sincere apologies in resolving conflicts and the importance of being authentic in a world often filled with pretense.

Investing in Coaching for Growth:

Jim advocates for the value of investing in coaching and seeking help, highlighting how this can lead to both personal and professional development.

Key Takeaways:

Prioritize family life alongside business endeavors.

Consider build-to-rent as a profitable real estate strategy.

Leverage personal skills and collaborate for greater success.

Establish family routines and practice vulnerability and honesty in relationships.

Focus on quality over quantity in possessions and experiences.

Be sincere and authentic to build stronger connections and resolve conflicts.

Value coaching and external guidance for continued growth and development.

Stay Connected:

Visit https://passivewealth.com/ for more insightful episodes.

Join the Passive Wealth Tribe Facebook group for engaging discussions - https://www.passivewealthtribe.com/group

Follow Jake Harris on Instagram @jake.realestate for updates and insights.

Conclusion:

Join Jake Harris in this enlightening episode of Passive Wealth Principles, as Jim Sheils shares his invaluable experiences and philosophies on balancing family life with business, the strategic approach to real estate investing, and the importance of authenticity and vulnerability in all walks of life. Be inspired by Jim's journey and apply these principles to enhance both your personal and professional endeavors.

Key Learnings from the Episode:

The Impact of Belief in Entrepreneurship:

Jake highlights how Sam Wegert's success story reinforces the power of belief and support in fueling entrepreneurial growth, a theme resonating throughout Sam's journey.

Creativity as a Response to Constraints:

Delving into Sam's adaptive strategies during the COVID-19 pandemic, Jake underscores the crucial role of creativity and innovation in overcoming business challenges.

Culture Fit: A Pillar of Business Success:

Jake discusses Sam's emphasis on the importance of culture fit within a business, a key factor contributing to the success of his martial arts studios and real estate ventures.

Profitability in Co-Living Real Estate:

Reflecting on Sam's foray into co-living, Jake explores how this strategy exemplifies an efficient and profitable approach to real estate investment.

What You’ll Gain from this Show:

Understanding the significance of belief and support in the entrepreneurial journey.

Insights into leveraging creativity and innovation during challenging times.

Appreciating the importance of culture fit in business success.

Exploring co-living as an effective real estate investment strategy.

Stay Connected:

For more enlightening episodes and resources, visit https://passivewealth.com/.

Engage with fellow listeners and network in the Passive Wealth Tribe Facebook group - https://www.passivewealthtribe.com/group.

Follow Jake Harris on Instagram @jake.realestate for continuous updates and behind-the-scenes insights.

Conclusion:

Tune into this reflective episode of Passive Wealth Principles: What I Learned, and absorb the invaluable lessons gleaned from Sam Wegert's diverse entrepreneurial ventures. From martial arts to real estate, this episode offers a rich tapestry of insights, emphasizing the importance of belief, adaptability, and strategic thinking in achieving business success.

Key Takeaways from the Episode:

Building a Business on Culture and Profitability:

Sam shares his insights on the importance of focusing on people, culture, and profitability in building a successful business, drawing from his experience in expanding his martial arts schools.

Embracing Change Across Industries:

Learn how Sam's openness to change and innovation allowed him to transition seamlessly from physical to digital spaces and into the real estate industry.

Co-Living as an Affordable Housing Solution:

Explore the growing trend of co-living, which Sam believes can address affordable housing issues while fostering community. Understand how his background and experiences uniquely positioned him to succeed in this space.

The Art of Managing Co-Living Spaces:

Sam discusses the challenges of co-living management, including resolving roommate conflicts and maintaining properties, and shares the systems he developed to tackle these effectively.

Coaching and Empowering Others:

Discover Sam's dedication to sharing his knowledge through coaching programs and a free five-day challenge, aimed at educating others about the co-living industry and helping them succeed.

What You’ll Learn in this Show:

The importance of culture, people, and profitability in building a business.

Adaptability and creativity in transitioning across different industries.

The potential of co-living real estate to provide affordable housing and build communities.

Effective strategies for managing co-living properties.

Sam Wegert's commitment to coaching and positively impacting the co-living industry.

Stay Connected:

Visit https://passivewealth.com/ for more enlightening episodes and resources.

Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities - https://www.passivewealthtribe.com/group

Follow Jake Harris on Instagram @jake.realestate for additional insights and updates.

Conclusion:

Immerse yourself in this inspiring episode of Passive Wealth Principles: What I Learned, and gain valuable lessons from Sam Wegert's transformational journey. From martial arts to real estate, Sam's story is a testament to the power of embracing change, fostering community, and providing affordable housing solutions through co-living. Be inspired by his passion and commitment to making a meaningful impact in the industry and in people's lives.

Key Takeaways from the Episode:

Military Experience as a Foundation for Success:

Discover how Dustin's military experience fostered essential leadership skills and the ability to adapt in high-stress situations, a foundation that proved invaluable in his subsequent business endeavors.

Transitioning Skills to Financial Advisory:

Learn about Dustin's successful transition from military life to financial advisory, where he leveraged his discipline and strategic thinking to generate a six-figure income.

Challenges and Opportunities in Private Prisoner Transport:

Dive into the complexities of the private prisoner transport industry, where Dustin faced unique challenges but also found significant growth and investment opportunities.

Capital Raising and Real Estate Investment:

Witness Dustin's evolution into a savvy investor, focusing on raising capital and investing in real estate, showcasing his adaptability and strategic acumen.

Reviving a Legacy with Circuit City:

Understand the strategic move behind reviving Circuit City as an e-commerce platform, leveraging its historical brand value and intellectual property.

What You’ll Learn in this Show:

How military experience can translate into leadership and adaptability in various business sectors.

The journey from military service to becoming a successful financial advisor.

The intricacies and investment opportunities within the private prisoner transport industry.

Strategies for effective capital raising and real estate investing.

The innovative approach to reviving a legacy brand in the digital age.

Stay Connected:

Visit https://passivewealth.com/ for more insightful episodes and resources.

Join the Passive Wealth Tribe Facebook group for discussions and networking opportunities - https://www.passivewealthtribe.com/group

Follow Jake Harris on Instagram @jake.realestate for more updates and insights.

Conclusion:

Join us in this intriguing episode of Passive Wealth Principles: What I Learned, and gain valuable insights from Dustin Baldwin's journey across various industries. Learn how adaptability, strategic planning, and leveraging past experiences can pave the way for success in entrepreneurial endeavors. Be inspired to apply these principles in your own journey towards financial growth and innovation.

Key Takeaways from the Episode:

Career Transition and Adaptability:

Dustin shares his unique journey from the Marine Corps to various corporate roles. Learn how adaptability and a willingness to learn have been crucial in his career transitions.

Scaling E-Commerce in a Competitive Market:

Dive deep into Dustin's current role at Circuit City, focusing on the challenges and strategies of scaling their e-commerce business amidst tough competitors like Amazon.

Real Estate Investment Insights:

Gain insights into Dustin's experience in real estate investment, understanding the nuances and opportunities in this sector.

The Importance of Relationship Building:

Discover how Dustin emphasizes the power of building strong relationships in every aspect of his career, from the military to the corporate world.

Intellectual Property and Business Growth:

Understand the value of intellectual property in business, especially in the e-commerce domain, as shared by Dustin.

Decision Making and Risk Taking:

The episode wraps up with a thought-provoking discussion on making bold decisions and the willingness to take calculated risks.

Join this enlightening conversation with Jake and Dustin, equipping yourself with valuable lessons for those looking to diversify their career paths and succeed in various fields.

Stay Connected:

Visit https://passivewealth.com/ for more episodes and resources.

Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities - https://www.passivewealthtribe.com/group

Follow Jake Harris on Instagram for more insights and updates: @jake.realestate

Key Takeaways from the Episode:

Maximizing Value with Simple Steps:

Rob highlights how seemingly basic value-add components, like promptly answering the phone and utilizing tenant management software, were instrumental in achieving exponential growth. Discover the power of these understated strategies and how they can drastically alter the course of your investment journey.

Remote Management and Scalability:

Jake underscores the potential of these strategies to be scalable and remotely managed. With the appropriate systems in place, self-storage investing doesn't need your constant physical presence. Learn how to set the stage for immense growth while enjoying the luxury of geographic freedom.

Distressed Investing Opportunities:

Beyond the primary discussion, Jake introduces listeners to his book "Catching Knives," a treasure trove for those intrigued by distressed investing. Dive deep into the realm of opportunities that distressed assets present, waiting for the discerning investor to harness their potential.

What You’ll Learn in this Show:

• How basic strategies can make or break your self-storage investing game.
• The promise and potential of investing in self-storage facilities.
• Techniques to manage and scale your business from any corner of the world.
• An introduction to the captivating world of distressed investing through Jake's book.

Stay Connected:

Visit https://passivewealth.com/ for upcoming content and courses.

Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities - https://www.passivewealthtribe.com/group

Stay updated with Jake Harris on Instagram @jake.realestate for behind-the-scenes insights and more.

Conclusion:

Dive into this insightful episode of Passive Wealth Principles: What I Learned, and emerge enlightened by Rob DeBrock's unprecedented success in the self-storage investing space. Harness the power of simple strategies, remote management, and distressed investing to set yourself on a trajectory of immense growth. Dream big, start small, and remember – every opportunity is a stepping stone towards your grand vision.

Key Takeaways from the Episode:

Transitioning Careers:

Rob shares the motivating factors that drove him from software development to real estate. Gain insights into how passion and opportunity can lead to a transformative career journey.

Unlocking the Potential of Self-Storage Facilities:

Discover Rob's expertise in identifying deals with substantial value-add potential. Learn about the unique advantages of investing in self-storage, especially in the Midwest region.

Innovative Management Techniques:

Rob underscores the significance of integrating tenant management software. Grasp the role technology plays in streamlining operations and enhancing customer experience.

The Human Element:

The essence of real estate isn't just about property. Rob emphasizes the power of genuine human connections in the industry. Experience stories that highlight the importance of relationships in building a successful real estate portfolio.

Outsourcing for Efficiency:

Delve into Rob's philosophy of buying back time. Understand how outsourcing various tasks can significantly free up time, allowing investors to focus on scaling and strategic growth.

Embark on this enlightening journey with Jake and Rob, equipping yourself with invaluable lessons for those looking to make a mark in real estate investing. Stay Connected:

Visit https://passivewealth.com/ for upcoming content and courses.

Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities. - https://www.passivewealthtribe.com/group

Follow Jake Harris on Instagram for additional insights and updates. @jake.realestate

Stay Connected:

• Visit the Passive Wealth website at https://passivewealth.com/ for upcoming content and courses.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities: https://www.passivewealthtribe.com/group
• Follow Jake Harris on Instagram for additional insights and updates: @jake.realestate.

Stay Connected:

• Visit the Passive Wealth website at https://passivewealth.com/ for upcoming content and courses.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities: https://www.passivewealthtribe.com/group
• Follow Jake Harris on Instagram for additional insights and updates: @jake.realestate.

Stay Connected:

• Visit the Passive Wealth website at https://passivewealth.com/ for upcoming content and courses.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities: https://www.passivewealthtribe.com/group
• Follow Jake Harris on Instagram for additional insights and updates: @jake.realestate.

In this series, I delve into some of the tips and insights that I share with my newsletter subscribers. If you haven't already, make sure to sign up for the newsletter on PassiveWealth.com to receive the written post a week early, as well as other exclusive content and offers.

In this episode of "The Trade-Off", Jake discusses the difference between being rich and being wealthy. He introduces the four primary ways people earn money: as an employee, entrepreneur, business owner, or investor. Jake uses a game called "Rich vs. Wealthy" to illustrate the differences between these paths. He then discusses the different levels of wealth achieved by three individuals and explains the concept of net worth and business value. The episode concludes with strategies for transitioning between paths and achieving greater wealth.

Stay Connected:

• Visit the Passive Wealth website at https://passivewealth.com/ for upcoming content and courses.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities: https://www.passivewealthtribe.com/group
• Follow Jake Harris on Instagram for additional insights and updates: @jake.realestate.

Key Takeaways from the Episode:

1. Understanding Business and Building Relationships:

• Jordy shares his experience of building a real estate team and the challenges of generating substantial income.
• Recognizing the importance of understanding the business aspect of real estate and creating valuable relationships.
• Leveraging his construction skills and previous experience to establish connections with home builders.

1. The Power of Budgeting and Assigning Responsibility to Every Dollar:

• Jordy emphasizes the significance of living within one's means and assigning a purpose to every dollar.
• Learning how to track and measure the performance of invested dollars.
• Building a strong foundation for financial growth through strategic budgeting and investment planning.

1. Transitioning from Active Income to Passive Income:

• Jordy's journey from transacting real estate to becoming an investor.
• Understanding the concept of lifestyle creep and the importance of managing expenses.
• Leveraging profits from house flipping to invest in rental properties and establish passive income streams.

1. The Role of Vision and Unconventional Approaches:

• Exploring the profound concept of having a vision for the future.
• Embracing unconventional approaches and seeking unique solutions to challenges.
• Understanding the value of surrounding oneself with individuals who instill vision and hope.

What You’ll Learn in this Show:

• The importance of understanding the business aspect of real estate.
• Strategies for living within your means and assigning responsibility to every dollar.
• Transitioning from active income to passive income through strategic investments.
• The power of vision and unconventional approaches in achieving financial success.

Stay Connected:

• Visit the Passive Wealth website at https://passivewealth.com/ for upcoming content and courses.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities: https://www.passivewealthtribe.com/group
• Follow Jake Harris on Instagram for additional insights and updates: @jake.realestate.

Conclusion:

Tune in to this enlightening episode of Passive Wealth Principles: What I Learned to gain valuable insights from Jordy Clark's journey towards building passive wealth. Discover the importance of understanding business, budgeting effectively, and transitioning from active income to passive income streams. Embrace the power of vision and unconventional approaches in your own pursuit of financial freedom and success.

Key Takeaways from the Episode:

Team Building and Real Estate:

Learn about Jordy's unique approach to team formation in real estate and how it contributed to his success. Understand the importance of having a solid team in building and maintaining assets for lasting financial security.

Investing and Building Assets:

Discover how Jordy emphasizes the importance of investing in real estate and developing assets. Hear about his journey of becoming a real estate investor and how it has helped him achieve financial stability.

Value of a Coach and Community:

They discuss the value of being part of a community like the Utah Valley Real Estate Investors Association. Learn how having a mentor or being in a community can boost personal growth and success in the field of real estate.

What You’ll Learn in this Show:

How a unique approach to team building can lead to success in real estate.

The importance of investing and developing assets for long-term financial stability.

The value of having a coach or being part of a community for personal growth.

Stay Connected:

Visit https://passivewealth.com/ for upcoming content and courses.

Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities. - https://www.passivewealthtribe.com/group

Follow Jake Harris on Instagram for additional insights and updates. @jake.realestate

Conclusion:

Tune into this engaging episode of Passive Wealth Principles for valuable insights and inspiration from Jordy Clark's journey in real estate investment. Remember, investing in real estate and building a robust team can be a path to long-term financial stability. Keep pushing forward and building towards your goals.

Key Takeaways from the Episode:

• Aligning Goals with Lifestyle:
• Brian's realization that climbing the corporate ladder wasn't aligned with his desired lifestyle. He explores real estate investing and generating passive income through house hacking. Learn how he built a geographically independent and scalable business that allows for travel and freedom.
• Active Income vs. Passive Income:
• Embracing the idea of active income as a foundation for passive wealth. Understand the significance of actively building a business while keeping lifestyle goals in mind. Discover the balance between active income and geographic independence with remote work opportunities.
• The Journey of Growth:
• Recognizing that growth comes with challenges and personal development. Brian shares his experiences with panic attacks and existential crises during his journey. Embrace the concept that the best games in life are not winnable and require continuous effort.
• Strategies for Success:
• Start with active income and gradually work towards passive income. Build a strong foundation and implement systems for consistent and predictable results. Brian recommends resources for personal growth, including "The Buddha and the Badass" and "Essentialism."

What You’ll Learn in this Show:

• How to align your goals with your desired lifestyle.
• The importance of active income in building passive wealth.
• Strategies for overcoming challenges and embracing growth.
• Tips for building a geographically independent and scalable business.

Stay Connected:

• Visit https://passivewealth.com/ for upcoming content and courses.
• Join the Passive Wealth Tribe Facebook group for engaging discussions and networking opportunities. - https://www.passivewealthtribe.com/group
• Follow Jake Harris on Instagram for additional insights and updates. @jake.realestate

Conclusion:

Tune in to this thought-provoking episode of Passive Wealth Principles: What I Learned to gain valuable insights and inspiration from Brian Luebben's journey towards building passive wealth. Remember, active building can pave the way for financial independence and the lifestyle you desire. Keep striving and building towards your goals.

As always, Jake dives deep into their conversation to uncover the key takeaways and insights shared by Chris in his interview. 

He highlights Chris's expertise in acquiring distressed debt at discounted prices and restructuring them into performing assets. Despite challenges in the industry, note buying can still be lucrative when approached strategically.

He also talks about the three P's of underwriting: property, person, and predicament. Evaluating the property's condition, understanding the borrower's circumstances, and assessing the underlying predicament are crucial for successful note investments.

You will find out that note buying offers passive investment advantages, as investors are not responsible for property management or tenant issues. Jake explains how vacant properties can increase their value and shares tips on due diligence to avoid scams and identify reliable borrowers.

Throughout the episode, Jake also talks about loan types, workout systems, and the role of asset managers in note buying. 

Join Jake in this enlightening episode of the Passive Wealth Principles Podcast to uncover valuable insights into note buying and passive wealth-building strategies from Chris Seveney's interview.

Listen now to find out more!

What You’ll Learn in this Show:

• Distressed debt and note buying can offer opportunities during times of bank failures and high-interest rates
• Buying notes allows investors to avoid the responsibilities of property management and tenant-related issues
• Due diligence is essential to identify scammers and ensure a successful note investment
• Learning about different types of loans and how they work is important for successful note investing
• And so much more…

Since 2016, Chris has focused on investing in mortgage notes, acquiring over 500 notes valued at over $25 million across forty states. He holds a bachelor's degree in Civil Engineering from Worcester Polytechnic Institute and a Masters in Real Estate Finance from Georgetown University. Chris is known for his honesty, integrity, and professionalism in the industry. He hosts the podcast Creating Wealth Simplified and is a top-ranked contributor on the site Bigger Pockets.

During the episode, Jake and Chris delve into the intriguing world of note buying. They discuss the advantages of note investing, particularly its passive nature and the potential for generating steady income. 

Chris shares stories of both successful ventures and challenges he has faced in the note-buying space. They explore instances of scams related to the foreclosure process and note buying, including a case involving a former professional athlete. 

The conversation concludes with a focus on the nitty-gritty details of Chris's approach to working with distressed notes, turning them into performing assets and adding value for investors.

Enjoy!

What You’ll Learn in this Show:

• How note-buying aligns with a more passive investing lifestyle compared to other real estate ventures
• The challenges of owning properties
• The potential for both active and passive involvement in note buying
• Building a strong team is crucial in the note-buying business
• Investing in systems and software is important for scalability and efficiency.
• A crazy note-buying story involving scammers and attorneys.
• And so much more...

Resources:

7einvestments.com 

Biggerpockets.com/users/7einvestments 

Podcast: Creating Wealth Simplified

Youtube Channel

Chris’ LinkedIn

Twitter: @ChrisSeveney

Email: chris@7einvestments.com  

Books

The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team

Join Jake for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• The pros and cons of syndications and funds.
• Crowdfunding as an alternative for passive investing.
• The concept of an accredited investor and the criteria for becoming one.
• The options available to non-accredited investors.
• And so much more...

Resources:

Jake Harris website

You will find out more about Charlie’s incredible professional journey (starting from working on his father's real estate projects during his childhood to acquiring sophisticated investment experience in the Fortune 500 world, and ultimately establishing his successful investment portfolio) as well as about some challenges he had in his personal life.

You will learn that patience and persistence are essential to building a successful real estate investment portfolio. You will also find out that building a strong team and leveraging industry professionals is crucial to success.

Another valuable lesson from the interview is the importance of building a team of trusted advisors, including attorneys, accountants, and property managers. Kao explained that having a strong support network can help investors navigate the complexities of real estate investing and make better-informed decisions.

He also discussed his approach to property management, which involves creating a positive tenant experience through regular communication, responsive maintenance, and fair pricing. He emphasized that treating tenants well can help reduce turnover and improve the profitability of a real estate investment.

Listen now to find out more!

What You’ll Learn in this Show:

• The importance of thorough market research before investing in real estate
• How to build a team of trusted advisors to navigate the complexities of real estate investing
• The value of prioritizing tenant satisfaction for long-term profitability
• The evolving landscape of real estate investing, including the role of technology and new investment vehicles
• The importance of staying informed and adapting to changing market conditions to maximize returns.
• And so much more...

Resources:

Charlie Kao | The Importance of Values and Priorities in Real Estate Investing

Charlie shares his journey from working on his dad's real estate projects as a child, to gaining sophisticated investment experience in the Fortune 500 world, and finally building his own successful investment portfolio.

During the interview, Jake and Charlie discuss how his business model and employee structure have changed over time, with a focus on key investment principles that have helped him achieve success in real estate. 

Jake and Charlie also dive into some of the personal challenges that Charlie has faced, including a cancer diagnosis, and how these experiences have influenced his approach to investing and life more broadly. Charlie shares his strategies for coping with difficult situations while still maintaining focus and productivity, the importance of a strong support system, and the ways in which personal experiences and values can shape one's approach to real estate investing and business in general.

You will gain valuable insights into Charlie's investing style, including how he built his real estate portfolio while still working a high-income W-2 job. 

Tune in to this episode and learn from Charlie's experience and expertise in the world of passive wealth principles!

Enjoy!

What You’ll Learn in this Show:

• The role of Charlie's corporate experience in preparing him for success as a real estate investor.
• The types of properties that Charlie focused on early in his investing career, and how his strategy has evolved over time.
• The importance of work-life balance for Charlie and how he has achieved it through his real estate investments
• The ways in which personal experiences and values can influence one's approach to real estate investing and business in general
• And so much more...

Resources:

Twinoakscap.com 

Twin Oaks Capital YouTube Channel

Books

Maximum Achievement

As always, Jake shares some of the insights he gained from his fascinating conversation with Kurt.

You'll find out a little bit about Kurk’s journey into the real estate investing world and how he started his career as a house hacker before "house hacking" was actualy a thing.

Jake will also talk about the crucial importance of building systems for your business and some of the huge life hacks that allowed Kurt to save a lot of valuable time

You will also learn more about the concept of “who not how” and why we should not ask ourselves the question of how do we do it, but who could do that for us and create effective systems that ltimately allow us to work on the business, not in the business.

Jake will also talk about some of the systems that Kurt uses now for managing his rental portfolio and so much more.

Listen now and enjoy!

What You’ll Learn in this Show:

• A little bit about Kurt’s story and professional background
• What “house hacking” means and how Kurt became a house hacker at the beginning of his real estate career
• The crucial importance of building systems for your business
• Some huge life hacks that allowed Kurt to save a lot of valuable time
• About the concept of “who not how”
• And so much more...

He talks about his journey into real estate investing. He also talks about how his spray foam business failed in the first 60 days, how he turned it around, and the important lessons he learned after selling it for pennies. You'll learn about his $5,000 gold bet. He'll also share practical strategies to make Airbnbs more profitable and his successful system as a virtual landlord.

Kurt is also a voracious reader. He'll explains how reading has had the biggest impact on his success, and recommends 'The Psychology of Money' by Morgan Housel, among many other books. He'll go into the process of hiring an au pair and explains why it was the greatest decision.

Join Jake and Kurt for this fascinating discussion on the path to achieve financial freedom by 30, house hacking, and stock market investing.

Enjoy!

What You’ll Learn in this Show:

• About his professional background. 
• The importance of building a saleable business. 
• The day-to-day life of a real estate investor.
• Why you should avoid individual stocks.
• How reading has had the biggest impact on his success. 
• And so much more...

Resources:

Kurt Buchert

As always, Jake shares some of the insights he gained from his fascinating conversation with Cody.

You'll learn more about Cody's entrepreneurial journey, which started at a young age, his career background, and how he got started in real estate investing. Cody has a private equity real estate firm that focuses on multifamily properties in the Southeast.

Jake talks about Cody's tax principle of passive wealth and the approach Cody recommends for businesses, similar to coding. He also discusses digital nomads, specifically Cody's fascinating experience living in Argentina while earning US dollars.

 Listen now and enjoy!

What You’ll Learn in this Show:

• Why Jake loves travel and food.
• How to write your taxes in a big lump sum.
• The reality of hacking.
• The importance of a systematic approach to problem-solving.
• What you can do to learn more about passive wealth.
• And so much more...

Resources:

Cody Littlewood LinkedIn

As always, Jake shares some of the insights he gained from his fascinating conversation with Tommy.

You'll discover the concept of a 'buy box,' and the reasons why Tommy relies on his buy box to make his deals.

Jake discusses Tommy's belief that the ability to operate in the distressed world and find returns is based on being nimble.

You will also learn some of the truly unique and unusual experiences Tommy has had during his career purchasing distressed homes.

Listen now and enjoy!

What You’ll Learn in this Show:

• How having a buy box allows you to say no to more deals quickly.
• Why you need to be in and out of an asset every 90 days.
• Why it’s important to understand the cost of capital.
• And so much more...

During the episode, Tommy explains his background and how he originally got into purchasing distressed homes.

He offers some thoughts on the "buy box: concept: A tool used by real estate investors to determine the types of properties they want to purchase. The buy box is normally broken down into columns and details the criteria a property must meet to be considered for purchase.

Tommy also explains why he believes that the ability to operate in the distressed world and find returns is based on being nimble: How many know what they're doing and how many are accurately closing as fast as they claim.

Join Jake and Tommy for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• How Tommy first got into distressed investing.
• Why today’s market is not the same as yesterday.
• Why the people that are going to do well in this market are those that work like a husband-wife team.
• Some of the unusual things Tommy has found in houses he's bought.
• And so much more...

Resources:

I Love Houses

Tommy's LinkedIn

As always, Jake shares some of the insights he gained from his fascinating conversation with Nate.

You'll discover how Nate started in a small town in Wisconsin and began his real estate investing journey back in high school, with a property he purchased with his father.

Jake discusses a summer job Nate took in his early 20's working on a fishing boat in Alaska, where he was surrounded by wealthy people on expensive fishing trips. There he would ask many questions and gain insights that helped in his later education and career.

Listen now and enjoy!

What You’ll Learn in this Show:

• Nate’s journey into real estate investing.
• Nate’s experience working on a fishing boat in Alaska with wealthy clients.
• Advice for people who want to stay in their high income earning job a little longer until they reach financial freedom.
• And so much more...

During the episode, Nate explains his background as a pharmacist as well as how (and why) his journey into real estate investing actually began in high school.

He offers some thoughts on his process for real estate investing, from direct-to-seller transactions and more recently, working with brokers, calling them in his markets.

Nate also explains what seller financing is and offers some insights into how it works, as well as what 'creative financing' looks like to him.

Join Jake and Nate for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• A little about Nate's background and how he became a real estate investor.
• The importance of staving off 'lifestyle creep.'
• How he used his existing medical license to help him get financing.
• How he got into fracking and oil and gas.
• And so much more...

Resources:

Nate's Instagram

Nate's YouTube

As always, Jake shares some of the insights he gained from his fascinating conversation with Dirk.

You'll discover Dirk's journey, immigrating from South Africa to a small town in Texas and the challenges he and his family faced when they moved there.

Jake discusses the sequence of actions and events that took place to unlock the next levels of success for Dirk, such as getting their little auctioneer business to sell some foreclosures on some land, then developing it into his real estate investments.

You will learn some of the systems and processes Dirk has created and refined to get him to the level of success he has now.

Listen now and enjoy!

What You’ll Learn in this Show:

• Dirk's journey from South Africa to a small town in Texas.
• What it’s like to succeed on the other side of the world.
• Dirk’s passion to help service-based businesses.
• And so much more...

During the episode, Dirk explains the circumstances that led from being born a 15th generation South African, to his immigration at 14 to Texas in the United States.

He offers some thoughts on his upbringing and powerful work ethic, which involved working after school, on weekends and during holidays, a work ethic that has served him well in the years since.

Dirk explains why 2012 was a transformational moment for Dirk - his business had failed, and his wife was pregnant with their first child. He knew he had to make massive changes in order to make things work and provide for his family.

He also reveals the moment in 2016 when he decided to create BERGflow, a company built to empower entrepreneurs and business owners that are changing the world.

Join Jake and Dirk for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• A little of Dirk's backstory and journey, starting in South Africa and eventually ending up in Texas.
• How he went from being a team leader to becoming the CEO of a brokerage.
• Dirk’s transformation from survival mode to developing a humble love for others.
• Why Dirk believes that there is a framework to success.
• And so much more...

Resources:

MERUS Adventure

MERUS Adventure Instagram

As always, Jake shares some of the insights he gained from his fascinating conversation with Ryan.

You'll discover Ryan's journey into the health awareness space, triggered largely by his mother's cancer diagnosis and the way in which he felt traditional medicine had failed to help her.

Jake discusses the differences between dealing with the symptoms (modern medicine) and looking for the underlying cause of illness (naturopathic medicine) - taking a pill for a headache vs. discovering what caused the headache in the first place.

You will learn what Ryan recommends as the most optimal daily routine for maximum vitality, health, and quality of life.

Listen now and enjoy!

What You’ll Learn in this Show:

• The differences between naturopathic medicine and traditional medicine.
• Solving the root cause of illness vs. dealing with the symptoms.
• Ryan's mother's cancer diagnosis and how it changed his entire outlook on life.
• The importance of reaching out to an expert when dealing with issues of health and well being.
• And so much more...

During the episode, Ryan explains what naturopathic medicine is, and how a naturopathic practitioner differs from a traditional medical doctor.

He demonstrates why we should wake up each morning and shift our frame of reference from reactive to a sense of gratitude - a feeling that you get to live in love for another day.

Ryan explains some of the things most of us are doing wrong that lead us to having less-than-optimal clarity, energy, sleep quality, and overall vitality in our everyday lives.

He also reveals why holotropic transformational breathwork often creates an out-of-body experience that feels like a psychedelic journey.

Join Jake and Ryan for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• Naturopathic medicine vs. traditional medicine
• The difference between solving the root cause and dealing with the symptoms.
• His mother's cancer diagnosis and how it changed his outlook and his life.
• The facts about intermittent fasting.
• And so much more...

Resources:

Ryan Kennedy Health

Ryan's Instagram

Beyond Nutrition book

As always, Jake shares some of the insights he gained from his conversation with Amanda.

You'll discover the journey that Amanda and her husband embarked on to create their own firm, from entering the real estate business to discovering that their strengths lay not in negotiation, but in taxes.

Jake discusses some of the tips and strategies Amanda shared, such as how you can write off interest, and how you can use short term rentals to offset short term losses.

You will learn how Amanda and her husband have been able to take the very complex IRS tax code, and break it down into more simplified terms for the benefit of her clients.

Jake will also talk about situations when you can't 'unring the bell,' such as when you transition and sell a property, pay the taxes, but realize that you didn't do a 1031 exchange. You can't go back and correct that error. There are unfortunately certain things that you can't do outside of the calendar year.

Listen now and enjoy!

What You’ll Learn in this Show:

• Why Amanda and her husband decided to start their own real estate investing business.
• How you can start carving out tax savings without having to change your lifestyle.
• Why it's so important to have a tax strategist and tax planner involved, particularly as you begin to make more money.
• The opportunities that appear when you have a tax strategist and a planner working on your behalf.
• And so much more...

During the episode, Amanda reveals how she and her husband realized that their passion for real estate lay not in the negotiation/hunting for deals side of things, but on the tax side.

She outlines some of the tax strategies and tips that people can use right now to save money on their taxes.

Amanda explains how a 'loophole' in the tax law means that you may be able to use short-term rentals (properties where the average guest's stay during the year is seven days or less) to offset short term losses.

She also reveals what happens when someone begins working with a CPA for the first time (reviewing past tax returns, possible exposures or mistakes made in the past, etc.)

Join Jake and Amanda for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• Amanda's journey to start her own accounting firm.
• How to use short-term rentals to offset short term losses.
• Some of the best ways to grow from a tax perspective.
• How to get your effective tax rate down.
• And so much more...

Resources:

Keystone CPA Inc.

Amanda's LinkedIn

As always, Jake shares some of the insights he gained from his conversation with Cole.

You'll discover some of the challenges and mistakes Cole has encountered in his career, many of which have defined his path to becoming an entrepreneur.

Jake discusses the reasons why many entrepreneurs don't know how to generate leads in their business and do it in a scalable way.

You will learn why Cole believes that, at some point in an entrepreneur's journey, the hustler has to die in order to become the CEO.

Jake will also talk about the importance of identifying and eliminating the friction points in your business to allow for growth.

Listen now and enjoy!

What You’ll Learn in this Show:

• Sequential marketing: What is it and how it works.
• Cole's belief that many in the real estate industry have a 'throw things at the wall and see what sticks' approach to marketing.
• How to identify and remove the friction points in your business by using KPIs.
• A look at Cole's tech stack, as well as some of the KPIs that he focuses on, as both a marketing company and a sales organization.
• And so much more...

Resources:

HelloPad

Cole Ruud-Johnson

Cole's LinkedIn

During the episode, Cole explains the concept and benefits of sequential marketing, and why many in the real estate industry have a 'throw things at the wall and see what sticks' approach to marketing.

He discusses some of the challenges and mistakes he's encountered in his career, many of which have defined his path to becoming an entrepreneur.

Cole explains the importance of shifting from being a hustler to being a business owner, why so many fail to do so, and why their businesses never scale as a result.

He also reveals HelloPad's tech stack, as well as some of the KPIs that he focuses on, as both a marketing company and a sales organization for both acquisitions and dispositions.

Join Jake and Cole for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• The concept of sequential marketing.
• The reason why so many people in real estate are unable to scale - the friction points.
• Methods for removing friction points in your organization.
• The opportunities Cole sees in real estate in 2023 and beyond
• And so much more...

Resources:

HelloPad

Cole Ruud-Johnson

Cole's LinkedIn

As always, Jake shares some of the insights he gained from his conversation with Claudio.

You'll discover a little of Claudio’s background as the son of immigrant parents coming to America from Brazil for a better life.

Jake discusses the challenge Claudio faced in 2016 when his wife was diagnosed with terminal cancer - a diagnosis she was able to overcome.

You will learn the reasons why so many entrepreneurs, when they find success, often sell their businesses and then lose the drive that made them successful in the first place.

Jake will also talk about the tips Claudio offers for weathering the economic recession we’re currently entering.

Listen now and enjoy!

What You’ll Learn in this Show:

• The challenge (and rewards) Claudio's parents encountered when they immigrated to America and discovered their own path.
• The importance of honing your salesmanship skills, particularly when starting out.
• Why many entrepreneurs reach a certain level of success and shift from a proactive to a defensive mindset.
• The difference between running away from poverty, etc. and running toward a greater vision.
• And so much more...

Resources:

Gambin Financial Group

Claudio's LinkedIn

During the episode, Claudio describes his early life as the son of immigrant parents moving to America from Brazil when he was just six years old, and the challenges and opportunities it offered.

He discusses one of the greatest challenges he and his family faced, when in 2016, his wife was pregnant with their daughter. and was then diagnosed with terminal cancer - a diagnosis she was able to overcome.

Claudio explains the difficulties of working with the client on a very specific strategic advice and then charging for that advice without them having to buy a product or invest money, and why that inspired him to shift to an advice model.

He also reveals three things that separate thrivers from survivors, using the example of the 2008 economic crash as a guide.

Join Jake and Claudio for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• Claudio's background growing up in central Florida and the path that led him through many incredible challenges to the world of entrepreneurship
• The disparity that exists between the priorities of a business owner and the priorities of a financial advisor.
• How the arrival of his first child expanded his perspective from trying to solve his own poverty problem, to trying to solve it for his family and his grandkids.
• Why building your balance sheet is about more than just skipping the coffee at Starbucks - it's about partnering with the right people.
• And so much more...

Resources:

Gambin Financial Group

Claudio's LinkedIn

He is the founder of Patriot Holdings, a private equity and real estate management and development company, and currently owns and operates a $200M-plus portfolio of high-performing commercial properties.

In his short summary of Jeremiah's interview, Jake shares a few key insights he gained from the conversation.

You will find out how Jeremiah got started in the real estate space, how he discovered the mobile home parks and how he got into investing in this space, and what made him shift to self-storage later on.

Jake will talk about some of the mistakes Jeremiah made along the way and the lesson he took from them.

Jake will also share some important details about Jeremiah’s book, “Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing”, will talk about some important principles to success in business and life, will discuss the importance of having a clear vision for your business and life and so much more.

Listen now and enjoy another What I Learned episode!

What You’ll Learn in this Show: 

• How Jeremiah discovered the mobile home parks and how he got into investing in this space
• Why and how Jeremiah shifted to self-storage
• Some of the mistakes Jeremiah made along the way and the lesson he took from them
• Some important principles to success in business and life
• The importance of having a clear vision for your business and life
• And so much more...

Resources:

Catchknives.com 

 Books:

Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing (The Investor's Edge)

Growing up in Las Vegas and working summers for his father's paving company in New Hampshire, Jeremiah Boucher learned the real estate business from the ground up.

Since quitting college at the age of 20, he has spent his entire career in the real estate industry, first as a real estate agent and single-family residential investor and later moving into manufactured housing parks and helping build one of the largest manufactured housing funds in the country. 

Later on, he separated his assets from the fund and created Patriot Holdings, his own private equity and real estate management and development company, 

Today, Jeremiah owns and operates a $200M portfolio of high-performing commercial properties, ranging from manufactured home communities to self-storage facilities to industrial parks.

In today's episode of the Passive Wealth Principles podcast, Jeremiah  joins Jake Harris for an insightful conversation about his journey to success in real estate, some technical details on self-storage and much more,

You will learn more about Jeremiah’s background and how he got started in the real estate space.

He will talk about the backstory of his book, “Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing” and will reveal the 6 principles that led him to success.

You will find out how Jeremiah discovered the mobile home parks and how he got into investing in this space and he will also share why and how he shifted to self-storage.

Jeremiah will also talk about the importance of having a vision for your business, what makes him want to continue to move the needle even though he achieved financial freedom, he will share some of the mistakes he made along the way and the lesson he took from them and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Jeremiah got started in the real estate space
• The backstory of Jeremiah’s book, “Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing”
• How Jeremiah discovered the mobile home parks and how he got into investing in this space
• Why Jeremiah shifted to self-storage
• Some of the mistakes Jeremiah made along the way and the lesson he took from them
• And so much more...

Resources:

Catchknives.com 

Patriotholdings.com 

Jeremiah’s Linkedin

Books:

Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing (The Investor's Edge)

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! 

The Power of Broke: How Empty Pockets, a Tight Budget, and a Hunger for Success Can Become Your Greatest...]]>Jeremiah Boucher is a value investor who specializes in the acquisition and development of alternative commercial real estate assets

Growing up in Las Vegas and working summers for his father's paving company in New Hampshire, Jeremiah Boucher learned the real estate business from the ground up.

Since quitting college at the age of 20, he has spent his entire career in the real estate industry, first as a real estate agent and single-family residential investor and later moving into manufactured housing parks and helping build one of the largest manufactured housing funds in the country. 

Later on, he separated his assets from the fund and created Patriot Holdings, his own private equity and real estate management and development company, 

Today, Jeremiah owns and operates a $200M portfolio of high-performing commercial properties, ranging from manufactured home communities to self-storage facilities to industrial parks.

In today's episode of the Passive Wealth Principles podcast, Jeremiah  joins Jake Harris for an insightful conversation about his journey to success in real estate, some technical details on self-storage and much more,

You will learn more about Jeremiah’s background and how he got started in the real estate space.

He will talk about the backstory of his book, “Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing” and will reveal the 6 principles that led him to success.

You will find out how Jeremiah discovered the mobile home parks and how he got into investing in this space and he will also share why and how he shifted to self-storage.

Jeremiah will also talk about the importance of having a vision for your business, what makes him want to continue to move the needle even though he achieved financial freedom, he will share some of the mistakes he made along the way and the lesson he took from them and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Jeremiah got started in the real estate space
• The backstory of Jeremiah’s book, “Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing”
• How Jeremiah discovered the mobile home parks and how he got into investing in this space
• Why Jeremiah shifted to self-storage
• Some of the mistakes Jeremiah made along the way and the lesson he took from them
• And so much more...

Catchknives.com 

Patriotholdings.com 

Jeremiah’s Linkedin

Books:

Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing (The Investor's Edge)

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! 

The Power of Broke: How Empty Pockets, a Tight Budget, and a Hunger for Success Can Become Your Greatest Competitive Advantage

Think and Grow Rich

As usual, Jake shares a few nuggets he learned from Mitchell's interview in his short summary.

You'll discover a little about Mitchell's varied background and his path to real estate, one that began at 16 years old when he read, 'Rich Dad, Poor Dad.'

Jake discusses the support Mitchell has received from his wife, particularly when he made the bold decision to quit his job and move across the country to an area he'd never been to, which apparently had a hot real estate market.

You will learn how you can systematically create frameworks in your life to unlock unlimited amounts of success and how you can create both logical and psychological solutions and become an amazing leader in every area of your life.

Jake will also talk about queue depth and queue velocity and how Nick uses these metrics to manage every aspect of his life and so much more.

Listen now and enjoy!

What You’ll Learn in this Show:

• How 'Rich Dad, Poor Dad' inspired Mitchell's path to real estate.
• The formula for success that exists in real estate sales.
• The importance of taking action first.
• The creation of the 'Zero to 100 Tribe.'
• And so much more...

Resources:

England Property Group

Zero to 100 Tribe

During the episode, Mitchell shares his path into real estate, starting at just 16 years old when he read 'Rich Dad, Poor Dad,' to his first purchase at 19, just before the '09 crash.

He discusses his current portfolio, including affordable housing and mobile home parks, boutique hotels and an RV park.

Mitchell explains the circumstances that gave birth to the 'Zero to 100 Tribe' and its goal to move as many people as possible from zero to 100 units and beyond.

He also reveals the power of repositioning assets, as well as the reasons why he believes success comes from the willingness to push beyond your comfort zone.

Join Jake and Mitchell for this fascinating discussion.

Enjoy!

What You Will Learn in this Show:

• Mitchell's entrepreneurial journey, which took him all over the country and even overseas before finally settling back in his home state of Washington.
• Why he believes he 'jumped off the entrepreneurial cliff.'
• Why Mitchell believes his time at Keller Williams was a vital training environment.
• The creation of the Zero to 100 Tribe.
• And so much more...

Resources:

England Property Group

Zero to 100 Tribe

Over the past decade, he has led large teams and companies, developed financial models and strategies, deployed capital, and developed operational excellence. 

Cody comes from the computer world, he has been building software for some of the commercial real estate titans, but he pivoted from being a limited partner and started investing into his own deals and building out his own commercial real estate investing business.

In today's episode of the Passive Wealth Principles podcast, Cody joins Jake Harris to dive deep into some of the technical details of how he sources his acquisitions and how he uses his software programmer thought process in how he structures his pipeline and the funnels of the deals he's considering. 

You will find out a little bit about Cody’s background and how he got started in real estate.

You quill also learn how Cody started writing code from a young age and more about his experience in the software world

Cody will share what hacking actually means and how to use it in real estate

He will also talk about how his own podcast and will reveal how he created some unique partnerships.

You will also find out some interesting facts about Cody;’s experience living in Argentina,  how he almost risked his life to go watch a soccer match and much more. 

Listen now and enjoy!

What You’ll Learn in this Show: 

• A little bit about Cody’s background and how he got started in real estate
• How Cody started writing code from a young age and more about his experience in the software world
• How Cody used some of his problem solving skills in the real estate world
• What hacking actually means and how to use it in real estate
• About Cody’s experience living in Argentina and some lessons he took from it
• And so much more...

Resources:

Catchknives.com 

Your Next 10 Million podcast

Cody’s LinkedIn

Investwithcarbon.com 

Books:

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

As always, Jake shares a few nuggets he learned from Nick's interview in his short summary.

You will find out a little bit about Nick’s personal and professional background, his experience with his first start-up business, how he got into real estate investing and how failure actually led him to success.

Jake will talk about Nick’s s depth of knowledge and his first order principles of understanding things that comes from a background in computer science degree.

You will learn how you can systematically create frameworks in your life to unlock unlimited amounts of success and how you can create both logical and psychological solutions and become an amazing leader in every area of your life.

Jake will also talk about queue depth and queue velocity and how Nick uses these metrics to manage every aspect of his life and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• The failure that led to the ultimate success
• How a Tony Robbins seminar changed Nick’s mindset
• You can unlock unlimited amounts of success by creating frameworks in your life
• How to create logical and psychological solutions to become a great leader
• What are queue depth and queue velocity and how Nick uses these metrics to manage every aspect of his life
• And so much more...

Resources:

Catchknives.com

An industry leader in real estate investing and property management, Nick Stageberg, is the founder and principal of Black Swan Real Estate, a family real estate investment firm that owns and manages a rapidly expanding portfolio in Oklahoma City and Rochester homes.

Nick is also a career technologist with over 15 years of experience in the software development, architecture, and management space, a passionate advocate for Lean and Agile management methodologies in software who applies these same cutting-edge practices to real estate in a unique way.

In today's episode of the Passive Wealth Principles podcast, Nick will join Jake Harris for an insightful conversation about his journey to financial freedom and his first-order principles of understanding things.

You will find out a little bit about Nick’s personal and professional background, his experience with his first start-up business and how a big failure actually led him to the ultimate success.

Nick will talk about how the worst thing that happened to you can actually be the best thing that had ever happened.

You will learn how Nick got into the real estate business and how a Tony Robisn seminar changed his mindset.

You will also find out why you need to ask yourself higher-quality questions to become successful

Nick will talk about the business model of his real estate company and will reveal how you can systematically create frameworks in your life to unlock unlimited amounts of success.

You will learn how you can create both logical and psychological solutions and become an amazing leader in every area of your life.

You will also find out what are queue depth and queue velocity and how Nick uses these metrics to manage every aspect of his life

He will also reveal how he manages the happiness of his team, why it is important to do that and so much more.

Listen now to get significant amounts of value from this new  Passive Wealth Principles podcast episode! 

What You’ll Learn in this Show: 

• Why you need to ask yourself higher quality questions to become successful
• The business model of Nick’s real estate company
• How to systematically create frameworks in your life to unlock unlimited amounts of success
• How you can create both logical and psychological solutions and become an amazing leader in every area of your life
• What are queue depth and queue velocity and how Nick uses these metrics to manage every aspect of his life
• And so much more...

Resources:

Catchknives.com 

Blackswanteam.com 

Books:

The Alchemist

In his short summary of Joe's interview, Jake shares some important nuggets he gained from their conversation.

You will find out how travelling and living in different countries impacted Joe's career in a positive way.

Jake will talk about Joe’s experience as a healthcare consultant and business strategist and he will discuss why using an hourly rate for management consulting can be problematic.

You will learn why and how Joe transitioned from consulting to business acquisition, you will find out about some of the struggles and the achievements he had in this industry, why it took him 18 months to buy his first business, how buying more businesses can become a passive way to grow your passive wealth and so much more.

Listen now and enjoy another What I Learned episode!

What You’ll Learn in this Show: 

• How traveling and living in different countries impacted Joe's career in a positive way
• About Joe’s experience as a healthcare consultant and business strategist
• Why using an hourly rate for management consulting can be problematic
• Transitioning from consulting to business acquisition
• Why it took Joe 18 months to buy his first business
• How buying more businesses can become a passive way to grow your passive wealth
• And so much more...

Resources:

Catchknives.com

His experience includes large organizations and entrepreneurial settings, as well as leading and motivating worldwide teams and driving strategic initiatives at large scales.

Joe is an accomplished advisory leader with experience in strategic planning, project management, organizational transformation, and M&A integration planning and management.

In today's episode of the Passive Wealth Principles podcast, Joe will join Jake Harris for an insightful conversation about his journey to success and will also uncover some effective business buying practices.

You will find out more details about Joe’s background and origin story and some of the experiences that shaped him into who he is today.

You will also learn how Joe started a real estate development company in his mid-20s.

Joe will share how he started working in management consulting and will talk about his experience as a healthcare consultant and business strategist, the struggles and the achievements he had in this industry. 

He will also talk about how he transitioned from consulting to business acquisition, will share some of the lessons he learned when he acquired his first business, will discuss the importance of due diligence and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Joe started working in management consulting 
• Joe’s experience as a healthcare consultant and business strategist: struggles and achievements
• When is the best time to exit a business?
• Transitioning from consulting to business acquisition
• Some of the lessons Joe learned when he acquired his first business
• And so much more...

Resources:

Catchknives.com 

Blueline-ventures.com

Virtually.io

Joe’s LinkedIn

The Bigger Pockets Business Podcast

Books:

Built to Sell: Creating a Business That Can Thrive Without You

Buy Then Build: How Acquisition Entrepreneurs Outsmart the Startup Game

HBR Guide to Buying a Small Business: Think Big, Buy Small, Own Your Own Company

In his short summary of Devin’'s interview, Jake shares some important nuggets he gained from their conversation.

You will find out why Devin left his W2 job and what were some of his first steps to success.

Jake will talk about some of the pain points and challenges Devin faced and lessons he learned along the way.

You will learn more about Devin's journey into multifamily investing and the path he took to achieve financial freedom.

Jake will share why entrepreneurship is the ultimate self development vehicle, will talk about some of Devin's goals and vision for the next three years, will share why delegating is important and how to do it effectively and so much more.

Listen now and enjoy another What I Learned episode!

What You’ll Learn in this Show: 

• Why Devin left his W2 job and what were some of his first steps to success
• The pain points and challenges Devin faced and lessons he learned along the way
• The path Devin took to achieve financial freedom
• Why entrepreneurship is the ultimate self development vehicle
• Devin's goals and vision for the next three years
• And so much more...

Resources:

Catchknives.com 

Books:

Oversubscribed: How To Get People Lining Up To Do Business With You

Devin also has other avenues of business, he's done some land deals, he's doing some flex industrial and he's got a coaching program that teaches people how to buy multifamily assets.

In today's episode of the Passive Wealth Principles podcast, Jake Harris will have an insightful conversation with Devin abo how he built his business, how he exited his W-2 income and how he started to systematize his success.

You will learn more about how Jake and Devin first met at a GoBundance event and what were some of the action steps that Devin took away from this meeting.

You will find out how and why Devin decided to leave his W2 job and what were some of the first steps that took him to a successful business.

Devin will also talk about the importance of delegating and how to delegate effectively.

He will share how he started his journey into the multifamily investing space and will reveal some of the pain points and challenges he encountered along the way and the lessons he learned from them.

He will also talk about his Bitcoin near billionaire status, will share some of the systems that he has put in place to unlock more time freedom, his goals and vision for the next 3 years and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Devin left his W2 job and what were some of the first steps that took him to a successful business
• The importance of delegating and how to delegate effectively 
• How Devin started his journey into the multifamily investing space
• Devin's pain points and challenges along the way and the lessons he learned
• About Devin’s Bitcoin near billionaire status 
• What are Devin’s goals and vision for the next 3 years
• And so much more...

Resources:

Catchknives.com 

Books:

The Bitcoin Standard: The Decentralized Alternative to Central Banking 

The Fiat Standard: The Debt Slavery Alternative to Human Civilization

Oversubscribed: How To Get People Lining Up To Do Business With You

In his short summary of Adrian's interview, Jake shares some important nuggets he gained from their conversation.

You will find out who Adrian is and how his background influenced the man he is today.

Jake will talk about Adrian’s experience visiting Damascus, his parent's origin country, and how it helped him in his career.

You will learn how being exposed to different cultures also created an opportunity to think in a different mindset.

You will also learn how working within an existing business can help you identify opportunities.

Jake will also talk about how Adrian leveraged his high income earning position to start investing in real estate, as well as about  Adrian’s passion for Brazilian jujitsu and some important lessons he took from practising it and so much more.

Listen now and enjoy another What I Learned episode!

What You’ll Learn in this Show: 

• How being exposed to different cultures also created an opportunity to think with a different mindset
• About Adrian’s experience in the retail side of the pharmacy business
• How working within an existing business can help you identify opportunities
• How Adrian leveraged his high-income earning position to start investing in real estate
• About Adrian’s passion for Brazilian jujitsu and some important lessons he took from practicing it
• And so much more...

Resources:

Adrian Accay | Passion and Perseverance: The Keys to Success

Catchknives.com

A pharmacist himself, Adrian founded, in 2013, RiteChoice Pharmacy, with the mission to bring friendly, affordable, and accessible pharmacy services to Philadelphia and the surrounding area, by simplifying the pharmacy process for their patients, partners, and providers. 

He is also the Chief Executive Officer of AMA Capital Holdings and the owner of Gracie Jiu-Jitsu Boca Raton.

In today's episode of the Passive Wealth Principles podcast, Jake Harris will have an insightful conversation with Adrian about his incredible journey and the way he managed to achieve the lifestyle he always dreamed about.

You will find out a little bit about Adrian’s backstory, his experience visiting Damascus, his parent's origin country, every summer as a kid and how it gave him a new perspective on a different way of life.

Adrian will talk about how his Damascus experience helped Adrian in his career and why he believes it is important to introduce your kids to different cultures.

You will find out why Adrian decided to go to pharmacy school rather than becoming a doctor like his parents wanted him to be.

He will talk about the problems he identified in the pharmacy system and the solutions he gave to these problems with his pharmacy business.

You will also find out how to change your mindset and what you need to do to be able to free up your time when you are a business owner.

Adrian will also share some of the systems he created to be able to move to Florida, will talk about his passion for Brazilian jujitsu and some important lessons he took from practising it and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Why it is important to introduce your kids to different cultures.
• How his Damascus experience helped Adrian in his career 
• The problems Adrian identified in the pharmacy system and the solutions he gave to these problems with his pharmacy business
• How to change your mindset to be able to free up your time when you are a business owner
• About Adrian’s passion for Brazilian jujitsu and some important lessons he took from practising it
• And so much more...

Resources:

Catchknives.com 

Books:

E-Myth Mastery: The Seven Essential Disciplines for Building a World-Class Company

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

Adrian Accay is a successful entrepreneur and real estate investor who managed to leverage and free up his time so that he can spend more quality time with his family and do the things he loves to do.

A pharmacist himself, Adrian founded, in 2013, RiteChoice Pharmacy, with the mission to bring friendly, affordable, and accessible pharmacy services to Philadelphia and the surrounding area, by simplifying the pharmacy process for their patients, partners, and providers. 

He is also the Chief Executive Officer of AMA Capital Holdings and the owner of Gracie Jiu-Jitsu Boca Raton.

In today's episode of the Passive Wealth Principles podcast, Jake Harris will have an insightful conversation with Adrian about his incredible journey and the way he managed to achieve the lifestyle he always dreamed about.

You will find out a little bit about Adrian’s backstory, his experience visiting Damascus, his parent's origin country, every summer as a kid and how it gave him a new perspective on a different way of life.

Adrian will talk about how his Damascus experience helped Adrian in his career and why he believes it is important to introduce your kids to different cultures.

You will find out why Adrian decided to go to pharmacy school rather than becoming a doctor like his parents wanted him to be.

He will talk about the problems he identified in the pharmacy system and the solutions he gave to these problems with his pharmacy business.

You will also find out how to change your mindset and what you need to do to be able to free up your time when you are a business owner.

Adrian will also share some of the systems he created to be able to move to Florida, will talk about his passion for Brazilian jujitsu and some important lessons he took from practising it and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Why it is important to introduce your kids to different cultures.
• How his Damascus experience helped Adrian in his career 
• The problems Adrian identified in the pharmacy system and the solutions he gave to these problems with his pharmacy business
• How to change your mindset to be able to free up your time when you are a business owner
• About Adrian’s passion for Brazilian jujitsu and some important lessons he took from practising it
• And so much more...

Resources:

Catchknives.com 

Books:

E-Myth Mastery: The Seven Essential Disciplines for Building a World-Class Company

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

Principles: Your Guided Journal (Create Your Own Principles to Get the Work and Life You Want)

The ABCs of Real Estate Investing: The Secrets of Finding Hidden Profits Most Investors Miss

Grit: The Power of Passion and Perseverance Kindle Edition

In this summary of Pasha's interview, Jake shares some insights he gained from their conversation.

You will find out how Pasha became a real estate investor and turned into a developer, as well as how he managed to build his passive wealth machine.

Jake will share some of the most important lessons Pasha learned from his experience as a poker player and how is he still applying them in real estate. 

You will also learn some details about Pasha’s health routine and his work around emotional intelligence,  why and how you should prepare for living another 100 years and so much more...

Listen now and enjoy another What I Learned episode!

What You’ll Learn in this Show: 

• How poker playing can make you a better investor.
• How Pasha managed to build his passive wealth machine
• Why and how you should prepare for living another 100 years
• About Pasha’s health routine and his work around emotional intelligence 
• And so much more...

Resources:

Catchknives.com

Since then, he has been involved in over $250 million in transactions across multiple asset types. Residential homes, boutique motels, large multifamily properties, and housing programs in vulnerable areas are just some of them.

He founded Evoke Capital in early 2021 with the goal of helping others achieve financial freedom through real estate investing.

But what is so unique, interesting and inspirational about Pasha is his amazing background story. 

Coming from an immigrant family from Iran, Pasha learned some really important lessons from his challenging childhood. Then, at 20 years old he discovered poker and became a professional player, another experience he learned a lot from.

In today's episode of the Passive Wealth Principles podcast, Jake Harris will have an insightful conversation with Pasha about his interesting journey from being a professional poker player to becoming a successful real estate investor.

Pasha will talk about emotional intelligence and overcoming adversity in his childhood and will also discuss the power of being responsible for everything in your life.

You will find out how Pasha’s health journey started and where it is today and why he thinks it is important to live your life as if you’re going to live another 100 years.

You will learn how Pasha got into the real estate space and what were some of the most important lessons he learned from poker that are helping him today.

Pasha will also talk about the difference between the poker world and the real estate world, his journey from development to multifamily and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• About Pasha’s background and how he became a poker payer
• The importance of living your life as if you’re going to live another 100 years
• How Pasha got into the real estate space
• The power of making the decision to be happy
• Some lessons Pasha learned from poker that are helping him in real estate investing
• Pasha’s secret formula to success in all areas of life
• And so much more...

Resources:

Catchknives.com 

Evokecapital.net 

Pasha’s LinkedIn

Pasha’s Facebook

Books:

Die With Zero: Getting All You Can from Your Money and Your Life 

The Price of Tomorrow: Why Deflation Is the Key to an Abundant Future

Think and Grow Rich

After his exit, Litan became a passive RE/PE investor with complex & diverse portfolios. 

As there was no existing technology solution to manage, track, and monitor his wealth, he decided to create a startup to plan and control his wealth and the wealth of others like him. 

Therefore, he founded Vyser, a company that simplifies complex finances, builds endless automation, adds valuable insights, and empowers investors to manage and control their wealth.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Litan about his very interesting journey and the invaluable lessons he learned on the way.

You will find out a little bit about Litan’s background and how he became an investor.

He will talk about how he got into the diamond industry and what he did to change it forever.

You will find out what is a Kimberley Certificate and how it works in the diamond industry.

You will also learn what Litan does with his business to help people be more organised in their passive investments.

Litan will share how he started evolving as a passive investor, the main reason he joined GoBundance, the best way to reach that financial independence and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Litan got into the diamond industry and what he did to change it forever
• How Litan started evolving as a passive investor
• The main reason Litan joined GoBundance
• The best way to reach that financial independence
• What Litan does with his business to help people be more organized in their passive investments
• And so much more...

Resources:

Catchknives.com 

Litan’s LinkedIn

Litan’s Facebook

Litan’s Twitter

Books:

Never Split the Difference: Negotiating as if Your Life Depended on It 

Thinking, Fast and Slow

He has made a real estate portfolio of more than $40 million without syndication using his passion for math and intuition. And they're raising funds from other people.

And he has done this primarily through seller financing, through creative ways of structuring these deals that are focused on cash flow, first and foremost. And then over the course of 10 years, he was able to then start harvesting that equity and put together an unbelievable life.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Gabriel about how he managed to unlock true passive wealth in his life, and how he achieved this great success with no employees.

You will first find out a little bit about Gabriel’s background and how he got started in the real estate space as well as what his daily life looks like now.

Gabriel will share what his current investment portfolio looks like and he will also talk about his concerns about the recession coming in.

He will talk about selling proprieties and what the disposition of his holdings look like.

Gabriel will also share his secret to succeeding in real estate without having a team and will discuss how carrying financing for someone can be a very high level of passive investing.

More than that, he will talk about his amazing experience of spending some time with Richard Branson at Necker Island, how this changed his life and mindset, his great takeaways from this experience, and so much more.

Listen now and enjoy!

What You’ll Learn in this Show:  

• How to succeed in real estate without having a team
• About selling proprieties and what the disposition of Gabriel’s holdings looks like
• How can carrying financing for someone be a very high level of passive investing
• The great takeaways Gabriel took away from his time with Richard Branson at Necker Island
• How Gabriel doubled his net worth in the last couple of years
• And so much more...

Resources:

Catchknives.com 

Books:

Rich Dad, Poor Dad

The ABCs of Real Estate Investing: The Secrets of Finding Hidden Profits Most Investors Miss (Rich Dad's Advisors 

Rich Dad Advisors: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes 

The Richest Man in Babylon

Gabriel Hamel is a rockstar real estate investor with an impressive portfolio and an interesting and creative way of looking at the world.\

He has made a real estate portfolio of more than $40 million without syndication using his passion for math and intuition. And they're raising funds from other people.

And he has done this primarily through seller financing, through creative ways of structuring these deals that are focused on cash flow, first and foremost. And then over the course of 10 years, he was able to then start harvesting that equity and put together an unbelievable life.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Gabriel about how he managed to unlock true passive wealth in his life, and how he achieved this great success with no employees.

You will first find out a little bit about Gabriel’s background and how he got started in the real estate space as well as what his daily life looks like now.

Gabriel will share what his current investment portfolio looks like and he will also talk about his concerns about the recession coming in.

He will talk about selling proprieties and what the disposition of his holdings look like.

Gabriel will also share his secret to succeeding in real estate without having a team and will discuss how carrying financing for someone can be a very high level of passive investing.

More than that, he will talk about his amazing experience of spending some time with Richard Branson at Necker Island, how this changed his life and mindset, his great takeaways from this experience, and so much more.

Listen now and enjoy!

What You’ll Learn in this Show:  

• How to succeed in real estate without having a team
• About selling proprieties and what the disposition of Gabriel’s holdings looks like
• How can carrying financing for someone be a very high level of passive investing
• The great takeaways Gabriel took away from his time with Richard Branson at Necker Island
• How Gabriel doubled his net worth in the last couple of years
• And so much more...

Resources:

Catchknives.com 

Books:

Rich Dad, Poor Dad

The ABCs of Real Estate Investing: The Secrets of Finding Hidden Profits Most Investors Miss (Rich Dad's Advisors 

Rich Dad Advisors: Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes 

The Richest Man in Babylon

Think and Grow Rich 

How to Win Friends and Influence People

If you want to find out what Ray did to be able to live a life of passive wealth, listen in! You are going to hear an amazing story that we are sure is going to inspire you!

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Ray about Ray’s background and his journey to becoming who he is today.

Ray will talk about his experience as a door-to-door salesman back in college and the lessons he learned from it.

You will learn more about the importance of taking action even if it’s in the wrong direction.

Ray will share more details about his investment strategy and he will reveal the two most important investments he is looking at today.

He will also share some of his failures and lessons learned from them, he will talk about his most important investment, his key to success, the books that had a great impact on his life and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• About Ray’s experience as a door-to-door salesman and the lessons he learned from it
• The importance of taking action even if it’s in the wrong direction
• The investments Ray is looking at today
• Some of Ray’s failures and lessons learned from them
• What are the first things Ray would coach someone to do
• Important books that had an impact on Ray’s life
• And so much more...

Resources:

Catchknives.com 

Books:

Rich Dad, Poor Dad

 How to Win Friends and Influence People

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Daniel about his journey to how he is today, some of the challenges he had to overcome as an immigrant and how changing his mindset helped him succeed.

You will find out more about Daniel’s background, where he comes from and the invaluable lessons he learned from his father.

He will talk about his struggles with language as an immigrant and how he managed to overcome these challenges.

He will also reveal what caused him to put his former self and identity down to become a better version of himself.

Daniel will also talk about the four levels of learning the importance of having a routine in your life,

He will share some of the lessons he has learned from investing with other people and will reveal the single best investment that gave him the best return for freedom.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How did Daniel overcome his struggles with language?
• The four levels of learning
• The importance of having a routine in your life
• What are some of the lessons Daniel has learned from investing with other people?
• The four C’s of learning
• And so much more...

Resources:

Catchknives.com 

Daniel’s Instagram

Books:

Give and Take: A Revolutionary Approach to Success

Jim has twenty-seven years of experience building virtual family offices for entrepreneurs. He is a Certified Financial Planner, Chartered Financial Consultant, and a Certified Private Wealth Advisor.

Passionate about helping others, Jim is also active in the community and has raised over $900,000 for the children’s charities in Arizona. 

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Jim about his incredible journey from being a math teacher to becoming a financial advisor to some of the most successful entrepreneurs in the world.

You will find out a little bit about Jim’s background and personal story.

He will share how he met his wife, Mimi, and how she helped him become who he is today.

You will learn more about what a virtual family office is and how it works.

Jim will share more about what he does to help his clients and how is his process structured. 

He will also talk about the biggest challenges he had to face with his business, the importance of being on the same side of the table with your client, a significant investment that has given him more freedom, the three keys to real happiness and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• What is a virtual family office and how it works
• What does Jim do for his clients and how is his process structured?
• The importance of being on the same side of the table with your client
• The three keys to real happiness
• And so much more...

Resources:

Catchknives.com 

Dewwealth.com 

Jim’s LinkedIn

Jim’s  Instagram

Jim’s Book:

Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom and Time

Other Books:

The Road Less Stupid 

Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork

David started his journey into the mortgage business after his first year of university, and after making $50,000 over the summer, he dove deep into the real estate space.

Today, he runs a successful mortgage brokerage firm, a seven-figure flipping company, and is the owner of an impressive Airbnb portfolio.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with David about David’s background and his fascinating journey to who he is today.

You will find out more about how David started his mortgage business and how his first mentor helped him succeed.

You will learn how David grew his mortgage business and how he started transitioning to investing in real estate.

David will share his investing philosophy and will reveal more details abut his flipping business.

You will also learn what caused David to transition into commercial real estate, as well as how he started his Airbnb portfolio.

You will discover how David started his journey as a gym owner and sme of the challenges he had to overcome

David will also share some of his thoughts about the upcoming recession, will talk about the one thing that he has spent money on that has given him the greatest return on investment for freedom and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How David started his mortgage business and how his first mentor helped him succeed
• How David grew his mortgage business and how he started transitioning to investing in real estate?
• How David started his Airbnb portfolio and how this business evolved 
• What are David’s thoughts about the upcoming recession?
• How David started his journey as a gym owner and sme of the challenges he had to overcome
• And so much more...

Resources:

Catchknives.com 

David’s LinkedIn

David’s Instagram

Books:

Grant Cardone’s books

Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business

The Untethered Soul: The Journey Beyond Yourself

The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level

In this summary of Daniel's interview, Jake shares some nuggets of wisdom he gained from this conversation.

You will find out more details about Daniel’s fascinating and unique story and how he got into real estate.

Jake will also reveal how Daniel got into commercial construction as well as how he is now structuring his businesses and teams.

You will discover how Daniel is diving into Class B apartments and garden-style apartments in class eight locations.

Jake will also talk about the best things about investing into multifamily, will share the most important investment Daniel has ever made and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Daniel got into commercial construction
• How is Daniel structuring his businesses and teams?
• How Daniel is diving into Class B apartments and garden-style apartments in class eight locations
• The best things about investing into multifamily 
• The best investment Daniel has ever made 
• And so much more...

Resources:

Daniel Casey | Significance of Impact-Value

Catchknives.com

He began his career at PricewaterhouseCoopers LLP as a tax and strategy consultant. He attended Texas A&M University, graduating cum laude with a B.S. degree in Accounting and magna cum laude with an M.S. degree in Accounting and is a Certified Public Accountant licensed in the state of Texas.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Hans about some core principles of investing, how he as a passive investor allows himself certain amounts of freedom and much more.

You will find out a little bit about Hans’ background and his journey in the real estate space.

You will learn why Hans decided to pursue a career in accounting and how was that experience for him.

Hans will share what made him decide to quit his corporate job and get into real estate and how was that transition for him.

You will discover what is pref equity and why it's important in real estate.

Hans will also talk about investing as an LP (limited partner) and his process and mindset for investing in other people’s deals.

Listen now and enjoy!

What You’ll Learn in this Show: 

• What made Hans decide to quit his corporate job and get into real estate and how was that transition for him? 
• How do Hans' investment criteria and due diligence look today?
• What is pref equity and why it's important in real estate
• An important investment that has given Hans more freedom
• Investing as a LP (limited partner): Hans’ process and the mindset for investing in othert people’s deals
• And so much more...

Resources:

Catchknives.com 

Boxwilson.com 

hbox@boxwilson.com  

Books

Rich Dad, Poor Dad

Ayn Rand’s books

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Podcasts:

The Tim Ferriss show 

The Lifestyle Investor

The Knowledge Project

Brandon is also a devoted father and husband, a passionate reader who reads 50-75 books a year, and a man of faith who shares his faith openly.

In this special episode, Jake summarizes Brandon's interview by sharing some nuggets of wisdom he learned from it. 

You will learn more about Brandon’s story and how he grew  from being a famous podcaster to becoming a successful entrepreneur

Jake will talk about how Brandon created a vivid vision for his future.

He will also discuss the amazing power of books and will talk about the systems Brandon applies in his writing process.

You will also learn more about the importance of creating a rhythm in your day-to-day life and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Brandon’s process of growing from being a famous podcaster to becoming a successful entrepreneur
• The amazing power of books 
• The systems Brandon applies in his writing process
• The importance of creating a rhythm in your day-to-day life.
• And so much more...

Resources:

Brandon Turner | Getting to the Financial Independence Island

Catchknives.com

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Matt about his really fascinating journey in the real estate space, the lessons he took along the way from different professional experiences and his goals for the future.

You will learn a little bit about Matt’s background and his path to becoming an attorney, investor, and owner of a title company

Matt will share some interesting details about his experience as a professional poker player and the lessons he took from it.

You will find out how Matt is structuring his leases, what “subject-to” means in real estate and how it work. 

Matt will share the one thing he has spent money on that has given him the most freedom.

He will also talk about hope he invests in himself and why he thinks this should be a priority for anyone.

He will also talk about how to stop trading your time for money and strat trading your money for other people’s time and so much more

Listen now and enjoy!

What You’ll Learn in this Show: 

• Matt’s experience as a professional poker player and the lessons he took from it
• A little bit about Matt’s law carrer
• How is Matt structuring his leases
• What does “subject-to” means in real estate and how does it work?
• The one thing that Matt has spent money on that has given him the most freedom
• How to stop trading your time for money and strat trading your money for other people’s time?
• And so much more...

Resources:

Catchknives.com 

Torotitle.com 

Matt’s Linkedin

Books

Set for Life: An All-Out Approach to Early Financial Freedom by Scott Trench

He is the owner of Kelly Housing Group, and also a  VP of Education & Co-Owner on Active Duty Passive Income (ADPI), a platform that helps active, veteran, reserve, and other military-affiliated personnel achieve financial freedom through real estate investing.

During Jake's summary of Tim's conversation, he shares some nuggets of wisdom he gained from this conversation

You will find out a little bit about Tim’s background and the story of how he became a syndicator.

Jake will talk about how the most curious people tend to be the most successful in business and the importance of having the right mindset in order to succeed in real estate.

He will also discuss the importance of niching down on one thing in real estate and the Barney style of investing.

You will find out the reasons why Tim became a certified high-performance coach, what were some of the most important books he mentioned in the episode and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• A little bit about Tim’s background and the story of how he became a syndicator
• How the most curious people tend to be the most successful in business
• The importance of niching down on one thing in real estate
• The reasons why Tim became a certified high-performance coach
• Some important books Tim mentioned in the episode
• And so much more...

Resources:

Tim Kelly | Creating Streams of Passive Income

Catchknives.com 

Books:

How to Win Friends & Influence People 

Can't Hurt Me: Master Your Mind and Defy the Odds 

Extreme Ownership: How U.S. Navy SEALs Lead and Win

Wealth Can't Wait: Avoid the 7 Wealth Traps, Implement the 7 Business Pillars, and Complete a Life Audit Today!

The Go-Giver

He is the president and CEO of North40 Capital LLC  and BlackRock Construction Group LLC.

He believes that the secret to achieving significant financial returns is focusing on the quality of the products and how they directly influence people's lives. 

While being committed to delivering the highest quality real-estate projects, he is also very passionate about business. He loves operating his properties and building his amazing team. 

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Daniel about his evolution and his journey in the real estate space.

You will find out a little bit about Daniel’s background and how he got into real estate.

Daniel will share his goals for his propriety acquisitions and the way he is structuring his businesses and teams

You will learn the reasons why Daniel is looking for properties that have the opportunity to be fully redeveloped.

Daniel will also discuss the advantages of being long-term owners, he will reveal the one thing that he has spent money on that has given him more freedom, the most important books that had an impact on his success and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• What are Daniel’s goals for his propriety acquisitions? 
• How is Daniel structuring his businesses and teams
• Why Daniel is looking for properties that have the opportunity to be fully redeveloped?
• The advantages of being long-term owners
• And so much more...

He believes that real estate brought him the freedom he always wanted to achieve. His goal is to help others find that freedom through real estate investing education and providing passive investment opportunities with Open Door Capital. 

He is also a man of faith who shares his faith openly, a devoted father and husband, and a passionate reader who reads 50-75 books each year.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Brandon about his journey to success in the real estate space, some of the systems he puts in place and the way he architects his personal and professional life.

You will find out more about Brandon’s journey from being a famous podcaster to becoming a successful entrepreneur

He will also talk about how to overcome the impostor syndrome and how to get to the Financial Independence Island

Brandon will reveal one of the best investments that gave him freedom and will also talk about the importance of focusing on the task and on the day-to-day rhythm to be able to achieve any goal.

You will find out what are some of the key habits that set Brandon up for success and more about his typical daily routine.

Brandon will talk about how you can build a business without trying to do things yourself but be the energy behind it.

You will also find out more about Brandon’s books and the systems he applies in his writing process.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Brandon’s journey from being a famous podcaster to becoming a successful entrepreneur
• How to get to the Financial Independence Island
• One of the best investments that gave Brandon freedom
• The key habits that set Brandon up for success and his typical daily routine
• What is Brandon's “habit tracker” and how does it work?
• How to build a business without trying to do things yourself but be the energy behind it
• About Brandon’s books and the system he applies in his writing process
• And so much more...

Resources:

Catchknives.com 

Beardybrandon.com 

Brandon’s Instagram

Brandon’s LinkedIn

Brandon’s Books: 

The Book on Rental Property Investing: How to Create Wealth and Passive Income Through Smart Buy & Hold Real Estate Investing

The Multifamily Millionaire, Volume I: Achieve Financial Freedom by Investing in Small Multifamily Real Estate

The Multifamily Millionaire, Volume II: Create Generational Wealth by Investing in Large Multifamily Real...]]>Brandon Turner (also known as Beardy Brandon) is a successful real estate investor with over 7000 units, a best-selling author, founder of Open Door Capital and the host of BiggerPockets, a real estate investing podcast with over 100 million downloads.

He believes that real estate brought him the freedom he always wanted to achieve. His goal is to help others find that freedom through real estate investing education and providing passive investment opportunities with Open Door Capital. 

He is also a man of faith who shares his faith openly, a devoted father and husband, and a passionate reader who reads 50-75 books each year.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Brandon about his journey to success in the real estate space, some of the systems he puts in place and the way he architects his personal and professional life.

You will find out more about Brandon’s journey from being a famous podcaster to becoming a successful entrepreneur

He will also talk about how to overcome the impostor syndrome and how to get to the Financial Independence Island

Brandon will reveal one of the best investments that gave him freedom and will also talk about the importance of focusing on the task and on the day-to-day rhythm to be able to achieve any goal.

You will find out what are some of the key habits that set Brandon up for success and more about his typical daily routine.

Brandon will talk about how you can build a business without trying to do things yourself but be the energy behind it.

You will also find out more about Brandon’s books and the systems he applies in his writing process.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Brandon’s journey from being a famous podcaster to becoming a successful entrepreneur
• How to get to the Financial Independence Island
• One of the best investments that gave Brandon freedom
• The key habits that set Brandon up for success and his typical daily routine
• What is Brandon's “habit tracker” and how does it work?
• How to build a business without trying to do things yourself but be the energy behind it
• About Brandon’s books and the system he applies in his writing process
• And so much more...

Catchknives.com 

Beardybrandon.com 

Brandon’s Instagram

Brandon’s LinkedIn

Brandon’s Books: 

The Book on Rental Property Investing: How to Create Wealth and Passive Income Through Smart Buy & Hold Real Estate Investing

The Multifamily Millionaire, Volume I: Achieve Financial Freedom by Investing in Small Multifamily Real Estate

The Multifamily Millionaire, Volume II: Create Generational Wealth by Investing in Large Multifamily Real Estate

The Book on Investing In Real Estate with No (and Low) Money Down: Creative Strategies for Investing in Real Estate Using Other People's Money (BiggerPockets Rental Kit 1)

As Jake summarizes the conversation he had with Cody, he will share some important nuggets he learned from it.

You will find out a little bit about Cody’s background and his fascinating personal story.

You will learn How Cody got involved in land entitlement and what land entitlement really means.

Jake will talk about an important moment in Cody’s life through which he learned responsibility.

You will find out more details about some big challenges Cody had to face in his personal and professional life and how he overcame them.

You will also learn why Cody had to face potential criminal charges and what he did to attract the IRS's attention without being aware it was illegal.

You will discover how Cody developed a new way to invest in land deals that didn't expose him to the significant downside risk and how he was able to make a 300 to 500% return on his investment in a very short period of time.

Jake will also talk about the importance of flexing your faith muscle and how doing this helped Cody grow in his personal and professional life.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Cody got involved in land entitlement and what it really means
• About some big challenges, Cody had to face in his personal and professional life and how he overcame them
• Facing potential criminal charges: What Cody did to attract the IRS's attention
• How Cody was able to make a 300 to 500% return on his investment in a very short period of time
• How Cody grew personally and professionally by flexing his faith muscle
• And so much more...

Resources:

Cody Bjugan | Money Is Only a Tool

Tim achieved financial freedom through his real estate investing, so today he can pursue his dream of owning and operating multi-family real estate and helping others realize their financial freedom goals.

He is the owner of Kelly Housing Group, and also a  VP of Education & Co-Owner on Active Duty Passive Income (ADPI), an incredible and fast growing platform,  which helps active, veteran, reserve, and other military affiliated personnel realize their financial freedom goals through real estate investing.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Tim about his incredible story and how reframing his mindset and always being curious led him to success.

You will find out a little bit about Tim’s background, him experience in the Navy, his journey in the real estate space and how he achieved financial freedom.

Tim will talk about the importance of having the right mindset in order to succeed in real estate

He will also discuss the importance of niching down on one thing in real estate and will share what led him to commercial real estate and multifamily.

You will also learn more details about the Active Duty Passive Income community and Tim’s role in it and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Tim discovered the ADPI and how he got into this world
• About the importance of having the right mindset ijn order to succeed in real estate
• The importance of niching down on one thing in real estate
• What led Tim to commercial real estate and multifamily?
• The importance of always being curios and wanting to learn new things
• More details about the Active Duty Passive Income community 
• Why did Time become a certified high-performance coach?
• And so much more...

Resources:

Catchknives.com 

Activedutypassiveincome.com 

Masterclass

Active Duty Passive Income Facebook Group

Active Duty Passive Income on Instagram

Thetimothykelly.com 

Tim’s Instagram

Tim’s LinkedIn

Books

Military House Hacking, and Get Your Foot in the Door With Real Estate Investing

Blueprint To Financial Success

Do the Impossible: Unlock Your Full Potential with the Power of Mindset 

Tim Kelly is s a real estate investor & educator, a best-selling author, speaker, and a former Chief Petty Officer in the United States Navy who served his country for 15 years.

Tim achieved financial freedom through his real estate investing, so today he can pursue his dream of owning and operating multi-family real estate and helping others realize their financial freedom goals.

He is the owner of Kelly Housing Group, and also a  VP of Education & Co-Owner on Active Duty Passive Income (ADPI), an incredible and fast growing platform,  which helps active, veteran, reserve, and other military affiliated personnel realize their financial freedom goals through real estate investing.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Tim about his incredible story and how reframing his mindset and always being curious led him to success.

You will find out a little bit about Tim’s background, him experience in the Navy, his journey in the real estate space and how he achieved financial freedom.

Tim will talk about the importance of having the right mindset in order to succeed in real estate

He will also discuss the importance of niching down on one thing in real estate and will share what led him to commercial real estate and multifamily.

You will also learn more details about the Active Duty Passive Income community and Tim’s role in it and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Tim discovered the ADPI and how he got into this world
• About the importance of having the right mindset ijn order to succeed in real estate
• The importance of niching down on one thing in real estate
• What led Tim to commercial real estate and multifamily?
• The importance of always being curios and wanting to learn new things
• More details about the Active Duty Passive Income community 
• Why did Time become a certified high-performance coach?
• And so much more...

Resources:

Catchknives.com 

Activedutypassiveincome.com 

Masterclass

Active Duty Passive Income Facebook Group

Active Duty Passive Income on Instagram

Thetimothykelly.com 

Tim’s Instagram

Tim’s LinkedIn

Books

Military House Hacking, and Get Your Foot in the Door With Real Estate Investing

Blueprint To Financial Success

Do the Impossible: Unlock Your Full Potential with the Power of Mindset 

How to Win Friends & Influence People 

Wealth Can't Wait: Avoid the 7 Wealth Traps, Implement the 7 Business Pillars, and Complete a Life Audit Today!

Can't Hurt Me: Master Your Mind and Defy the Odds 

Extreme Ownership: How U.S. Navy SEALs Lead and Win

The Compound Effect: Multiply Your Success One Simple Step at a Time

The Go-Giver

Rich Dad Poor Dad

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom 

The ABCs of Real Estate Investing: The Secrets of Finding Hidden Profits Most Investors Miss

The Advanced Guide to Real Estate Investing: How to Identify the Hottest Markets and Secure the Best Deals 

Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes

Loopholes of Real Estate: Secrets of Successful Real Estate Investing

He is the founder of VestRight, a company he created to share his knowledge and make a difference in people’s lives by teaching them how to generate truly life-changing wealth through land acquisition deals.

VestRight has trained hundreds of students on how to successfully find off-market raw land with development potential and sell them for 6-7 figures profit per deal, without putting their own capital at risk. 

Cody is achieving his mission of Purpose, Impact, and Fulfillment by helping to change the lives of those willing to adopt new business models.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Cody about his journey to success and his life philosophy. 

You will find out a little bit about Cody’s background and his really interesting personal story.

Cody will share an important moment in his life through which he learned responsibility and he will also reveal the three keywords he uses to present himself.

He will talk about the way he leveraged investing $250,000 into some land deals and made over $5 million in profit.

You will find out why Cody almost went to prison for some IRS structuring and the lessons he took from this experience.

Cody will share how and why he decided he has to rebuild his relationship with money and will talk about why you should stop trying to control everything and start exercising your faith muscle.

He will also share his personal slogan, why he believes we need fulfillment instead of happiness and will reveal his secret to finding true fulfillment. 

Listen now and enjoy!

What You’ll Learn in this Show: 

• An important moment in Cody’s life through which he learned responsibility
• The way Cody leveraged investing $250,000 into some land deals and made over $5 million in profit
• Some details about Cody’s first real estate deal
• About Cody’s personal slogan and why we need fulfillment instead of happiness  
• What is Cody doing today and how does he apply the lessons he took from his past professional experiences?
• And so much more...

Resources:

Catchknives.com 

Vestright.com 

Cody’s LinkedIn

Codybjugan.com 

Cody’s Instagram

Cody’s Facebook

Jake will summarize the insightful conversation he had with Travis and will share nuggets he has taken away from it.

You will find out a little bit about Travis’ background and his journey in the real estate space.

Jake will talk about he most important skills Travis developed as a military in the Air Force.

You will find out about Travis’s secrets to scaling from 0 to 100 rental units and achieve financial freedom in five years.

Jake will talk about how Travis built a business that led him to an eight figure exist and about the opportunities he  found for his business during Covid.

You will also learn about a tragedy in Travis’s live that made him reevaluate how he could move to another level and how he tarted to passively invest so he can spend more time doing meaningful things

Listen now and enjoy!

What You’ll Learn in this Show: 

• The most important skills Travis developed as a military in the Air Force
• How to scale from 0 to 100 rental units and achieve financial freedom in five years
• How Travis built a business that led him to an eight figure exist
• The opportunities Travis found for his business during Covid
• A tragedy in Travis’s live that made him reevaluate how he could move to another level
• And so much more...

Resources:

Travis Dillard | How to Scale From Zero to 100 Rental Units

From new builds to commercial properties, historic buildings and multifamily, Travis is well versed in all aspects of the real estate industry. He has experience in deal flow, underwriting, operations, and value creation. 

Besides real estate, Travis built and sold a national communications business.

In today's episode of the Passive Wealth principles podcast, Jake Harris will have a conversation with Travis about his journey in the real estate space and some of his most important takeaways along the way.

You will find out a little bit about Travis’ story and background.

He will talk about how he built, grew and sold his company and the challenges he had to overcome on this path.

You will find out how Travis started investing in real estate and how he managed to scale his business and grow to own 400 units.

You will learn more about what is Cadia Capital Group and how Travis and his partner started this company.

Travis will also share some details about his upcoming book and will talk about how to scale from zero to 100 rental units and achieve financial freedom in five years.

Travis will also talk about Why setting goals all the time can sometimes be detrimental to entrepreneurs, the importance of being grateful and enjoying the journey and so much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How did Travis start scaling into multifamily and grew to own 400 units?
• What is Cadia Capital Group and how did Travis and his partner start this company?
• Some details about Travis’s upcoming book
• How to scale from zero to 100 rental units and achieve financial freedom in five years
• How to achieve retirement number one?
• What does success look for Travs moving forward?
• Why setting goals all the time can sometimes be detrimental to entrepreneurs?
• And so much more...

Resources:

Catchknives.com 

Cadiacapitalgroup.com 

Travis’ LinkedIn

Books:

The Inside Advantage: The Strategy that Unlocks the Hidden Growth in Your Business

Multi-Family Millions: How Anyone Can Reposition Apartments for Big Profits by David Lindahl

Rich Dad Poor Dad by Robert Kiyosaki

Jake will synthesize the information provided by Jamie as well as the nuggets he has taken away from the really inspiring conversation they had.

You will find out what is a “Lifestyle by design" and how is Jamie living it.

Jake will talk about what a connector, an analyzer and an integrator are and why it is important to find out which role fits your personality best.

You will find out how Jamie learned he is a connector and how he uses this superpower in business and life. And more than that, how he actually found his purpose and managed to unlock true happiness and fulfilment. 

Jake will also reveal what the “Emerge and Ascend” program is and how did Jamie develop it.

Listen now and enjoy!

What You’ll Learn in this Show: 

• “A lifestyle by design": What does it mean and how is Jamie living it
• What is a connector, an analyzer and an integrator and why it is important to find out which role fits your personality
• How Jamie found his purpose and managed to unlock true happiness and fulfilment 
• What is the “Emerge and Ascend” program and how did Jamie develop it
• And so much more...

Resources:

Jamie Gruber | Getting off The Hamster Wheel and Living a Life by Design

Never Eat Alone, Expanded and Updated: And Other Secrets to Success, One Relationship at a Time by Keith Ferrazzi

His name is Jamie Gruber and he is a full-time multifamily real estate investor and community founder, and leader of three Gobundance mastermind organizations: Multifamily and More, Gobundance Emerge and Gobundance Ascend.

Jamie helps highly compensated men quit their job and find financial freedom and live a fulfilled, meaningful life. 

He is also the host of Tribe of Millionaires, a Gobundance podcast dedicated to healthy, wealthy, generous people who choose to live epic lives.

In today's episode of the Passive Wealth principles podcast, Jake Harris will talk with Jamie Gruber about his professional and personal journey to becoming the inspiring person he is today.

You will find out more details about Jamie’s path from leaving his high-income earning executive job to becoming a full-time real estate investor.

Jamie will talk about the meaning of the "living a life by design" concept and how he managed to accomplish his dream of having this kind of life.

He will share the reasons why he wanted to achieve financial freedom and how he was able to accomplish this dream 

You will find out how Jamie discovered his superpowers and the things he likes to do and how this new mindset changed his life.

Jamie will also talk about the three superpowers in real estate - connector, analyzer and integrator - and he will share how he discovered his own real estate superpower.

He will also talk about his masterminds Emerge and Ascend and so much more. Listen now and enjoy!

What You’ll Learn in this Show: 

• The meaning of the "living a life by design" concept and how Jamie managed to accomplish his dream of having this kind of life.
• How Jamie discovered his superpowers and the things he likes to do and how this new mindset changed his life
• The smartest thing Jamie did, before leaving his job
• About Jamie’s partnership with Quantum Capital
• The three superpowers in real estate: connector, analyzer and integrator 
• A brief overview of Jamie's masterminds Emerge and Ascend
• And so much more...

Resources:

Jamiegruber.com 

 Gobundance Emerge 

Gobundance Ascend

Tribe of Millionaires Podcast

Jamie’s Instagram

The Tim Ferriss Show

Books:

Never Eat Alone, Expanded and Updated: And Other Secrets to Success, One Relationship at a Time by Keith Ferrazzi

Outwitting the Devil by Napoleon Hill

He decided to follow his authentic voice in his 40s which meant quitting a multiple six-figure executive position. Today, he has found purpose in motivating and inspiring others to live their best life.

His name is Jamie Gruber and he is a full-time multifamily real estate investor and community founder, and leader of three Gobundance mastermind organizations: Multifamily and More, Gobundance Emerge and Gobundance Ascend.

Jamie helps highly compensated men quit their job and find financial freedom and live a fulfilled, meaningful life. 

He is also the host of Tribe of Millionaires, a Gobundance podcast dedicated to healthy, wealthy, generous people who choose to live epic lives.

In today's episode of the Passive Wealth principles podcast, Jake Harris will talk with Jamie Gruber about his professional and personal journey to becoming the inspiring person he is today.

You will find out more details about Jamie’s path from leaving his high-income earning executive job to becoming a full-time real estate investor.

Jamie will talk about the meaning of the "living a life by design" concept and how he managed to accomplish his dream of having this kind of life.

He will share the reasons why he wanted to achieve financial freedom and how he was able to accomplish this dream 

You will find out how Jamie discovered his superpowers and the things he likes to do and how this new mindset changed his life.

Jamie will also talk about the three superpowers in real estate - connector, analyzer and integrator - and he will share how he discovered his own real estate superpower.

He will also talk about his masterminds Emerge and Ascend and so much more. Listen now and enjoy!

What You’ll Learn in this Show: 

• The meaning of the "living a life by design" concept and how Jamie managed to accomplish his dream of having this kind of life.
• How Jamie discovered his superpowers and the things he likes to do and how this new mindset changed his life
• The smartest thing Jamie did, before leaving his job
• About Jamie’s partnership with Quantum Capital
• The three superpowers in real estate: connector, analyzer and integrator 
• A brief overview of Jamie's masterminds Emerge and Ascend
• And so much more...

Resources:

Jamiegruber.com 

 Gobundance Emerge 

Gobundance Ascend

Tribe of Millionaires Podcast

Jamie’s Instagram

The Tim Ferriss Show

Books:

Never Eat Alone, Expanded and Updated: And Other Secrets to Success, One Relationship at a Time by Keith Ferrazzi

Outwitting the Devil by Napoleon Hill

Will by Will Smith

Jake will synthesize the information provided by Adam and Cole and the nuggets that he has taken away.

You will first find out who are Adam Jason & Cole Shepard, what’s their background and what they do today.

Jake will talk about the great opportunities Adam and Cole found in Columbia and why there is a huge amount of explosion in investment capital in Latin America.

He will also reveal how NFTs work and why they are going to remake the entire business world and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Who are Adam Jason & Cole Shepard, their background and what they do today
• The great opportunities Adam and Cole found in Columbia
• The huge amount of explosion in investment capital in Latin America
• How NFTs work and why they are going to remake the entire business world
• Why Latin America is the freest part of the planet at this moment
• And so much more...

Adam Jason and Cole Shephard are partners at The Legacy Group, an alternative asset manager focused on Latin America investing with a social and environmental impact.

In today's episode of the Catching Knives podcast, you will find out a little bit about Adam Jason & Cole Shepard’s background, how they met and what they do today.

You will discover how they created Legacy Group and what the company is doing today.

They will talk about the explosion in investment capital in Latin America and the great opportunities they found in Columbia.

They will share interesting facts about the market trends in Latin America and some predictions for future opportunities. 

You will also find out how NFTs work and why they are going to remake the entire business world.

Listen now and enjoy!

What You’ll Learn in this Show: 

• A little bit about Adam Jason & Cole Shepard’s background, how they met and what they do today
• How Adam and Cole created Legacy Group and what is the company doing 
• The great opportunities Adam and Cole found in Latin America 
• Market trends in Latin America today and some predictions for future opportunities 
• Why Latin America is the freest part of the planet at this moment
• How NFTs work and why they are going to remake the entire business world
• And so much more...

Resources:

@legacy-group.co 

Legacy Group Website

Adam’s Linkedin

Cole’s Linkedin

adam.j@legacy-group.co 

cole.shepard@legacy-group.co 

You will find out what were the challenges Jesse faced when getting into house flipping.

You will discover how Jesse became successful in real estate and how skip tracing became his favourite marketing strategy.

You will learn how Jesse created Batch Leads and why his company is so important in the real estate world.

You will also find out what are the systems Jesse is implementing that may lead his company to a billion-dollar valuation

Listen now and enjoy!

What You’ll Learn in this Show: 

• The challenges Jesse faced when getting into house flipping
• How Jesse became successful in real estate and how skip tracing became his favorite marketing strategy
• How Jesse created Batch Leads and why his company is so important
• The systems Jesse is implementing that may lead his company to a billion-dollar valuation
• And so much more...

For Jesse Burrell, Co-Founder and Owner at BatchLeads, this meant using data to pinpoint homeowners and target them effectively. 

Also called the "REI Data King", Jesse is known for opening up new opportunities for real estate investors. Using big data and his skip tracing toolkit, he was able to speed up a process that used to take days or even weeks, giving real estate investors effective tools to find and close deals. 

On today's episode of the Catching Knives podcast, Jesse drops a tremendous amount of nuggets, knowledge bombs, and useful tips.

You will find out how Jesse built a tech SaaS company from scratch and grew revenue to 60 million in three years.

Jesse will also talk about some of his failures and the lessons he learned from these experiences.

He will explain what the difference between customer experience and customer service is, and which one is better.

Jesse will share his opinion on crypto, the stock market, and NFTs, and he will also talk about his plans for implementing a billion-dollar valuation for his company.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Jesse built a tech SaaS company from scratch and grew revenue to 60 million in three years
• Jesse’s opinion on crypto, the stock market, and NFTs
• Some of Jesse’s failures and the lessons he learned from these experiences
• Customer's experience vs. customer service
• Jesse's plans for implementing a billion-dollar valuation for his company
• And so much more...

Resources:

Jake’s Instagram

Jakes’s Linkedin

Batchleads.io

Book: “The Five Dysfunctions of a Team: A Leadership Fable”

Book: “Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs”

With his unique skillset, Matt is basically the man behind most of David's operations, and the person who helped him significantly grow his net worth. That is why his name is actually used as a gold standard for what he does, every visionary dreams to have their own Matt King. 

In this episode, Jake will summarise Matt's information and the insights he has gained from the conversation.

You will find out a little bit about Matt’s journey to success, how he met David Osborn,  what was his first impression of him, and how he started working for him.

You will also learn more about what Matt does to help David be the best version of himself and how he helped him grow his net worth.

Jake will also talk about how creating action opens up more possibilities, and will share a few action items that Matt and his wife created that led them to success.

You will also find out what a vision board is and how it worked for Matt in achieving all of his goals.

Jake will also talk about how having a “servant mentality” can actually help you win in this next version of the world.

Listen now and enjoy!

What You’ll Learn in this Show: 

• A little bit about Matt’s journey to success and how he met David Osborn 
• How creating action opens up more possibilities
• What is a vision board and how it worked for Matt in achieving all of his goals?
• The “servant mentality” that always leads to success
• And so much more...

He is the Chief Operating Officer/Chief of Staff for David Osborn, one of the largest real estate owners in the country. 

Matt is the man behind a lot of David's operations, and his unique skillset actually helped him significantly grow his net worth.

In today's episode of the Catching Knives podcast, Matt shares his origin story and how his vision led him to become part of a nine-figure family office.

He will talk about who introduced Matt to David Osborn and what was his first impression of him.

He will reveal how he became the chief everything officer for David Osborn and what are the most important skills an integrator needs.

He will talk about the importance of getting out of your comfort zone and he will share a unique way to do it.

He will also talk about some of his failures, the important lessons he learned from his mistakes and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Who introduced Matt to David Osborn and what was his first impression of him?
• How Matt became the chief everything officer for David Osborn
• How Matt helped David Osborn significantly grow his net worth
• The importance of getting out of your comfort zone and a unique way to do it
• And so much more...

You'll learn how Logan became successful in the real estate business.

You'll learn why Logan targets "problem properties" and what he uses in his office to solve said problems. 

He will also talk about Logan's project, the Gibb's Mansion.

Listen now and enjoy!

What You'll Learn in this Show: 

• Logan's approach to real estate investing. 
• How Logan's family dynamics have contributed to his successful real estate career. 
• Why it's important to trust your intuition.
• A proven real estate principle. 
• And so much more...

"Dirty deeds",  title problems are common in real estate investing. And to unlock the value of some of these properties an investor needs a next-level skill set.

There is a handful of people in the US that have this advanced knowledge. One of them is Logan Fullmer, Jake Harris’s guest on today’s episode.

Logan Fullmer is a real estate investor with experience in many types of non-traditional deals. Undivided interest transactions, curative title work, dispute resolution, rezoning, subdividing are some of them.

He is an expert in fixing title problems, a master in finding solutions for dirty deeds, a successful investor who unlocks value through solving problems.

He is also the owner of an impressive historical Gibbs home and a father who applies his real estate investing knowledge in his kid's education.

On today's show, Logan Fullmer shares some of the insights he's gained along the way in his real estate career.  

He talks about his amazing journey from the oil field to real estate investing and how he started doing dirty title investments. 

He also reveals a sophisticated and healthy way of looking at investing, the way you can buy a property at 20 cents on the dollar and much more!

Listen now!

What You’ll Learn in this Show: 

• Logan Fullmer’s journey from the oil field to real estate investing
• A sophisticated and healthy way of looking at investing
• How did Logan start doing dirty title investments?
• The way that you can buy property at 20 cents on the dollar in  today's ultra-competitive high valued real estate world
• How Logan uses his real estate investing knowledge in his kid's education
• The Gibbs mansion story. How Logan gave a new life to a historical Gibbs home in Government Hill
• And so much more...

Resources:

Facebook: Logan Bentley Fullmer  and Asset Resolution Partners

Email: logan@arpusa.com 

Website: www.arpusa.com

Foreclosed on and mostly forgotten, this 19th century San Antonio home has a new lease on life

New life given to historical Gibbs home in Government Hill

How to Win Friends & Influence People, Dale Carnagie

He also has grown undervalued enterprise software organizations into high-value ones. Under his leadership, the enterprise software company Lotus has delivered double-digit returns.

Christian has grown undervalued enterprise software organizations into high-value ones and under his leadership, the enterprise software company Lotus has delivered double-digit returns.

Under Christian’s leadership, the enterprise software company Lotus has delivered double-digit returns. Also, he has grown undervalued enterprise software organizations into high-value ones and

In this episode, Jake will synthesize the information provided by Christian along with the nuggets he has taken from it.

You will find out what Christian did in the late 90s to bootstrap his startup, as well as how he was able to make a nine-figure profit and then create his own family office.

You will discover what were the biggest lessons Christian learned through trial and error and also some interesting details about his methodology for enterprise software.

Jake will also dive into family offices, what are they, how they work and will also reveal how masterminds and mentors can change someone's life and career.

Listen now and enjoy!

What You’ll Learn in this Show: 

• What Christian did in the late 90s to bootstrap his startup
• About Christian’s methodology for his enterprise software
• Family offices: what are they and how do they work?
• What Christian did to be able to make a nine-figure profit and then create his own family office
• How masterminds how mentors can change your life and career 
• And so much more...

Resources:

Christian Mack | From Trial and Error Learning To A Successful Business

This is certainly the case of Jake Harris’s guest on today’s episode: Christian Mack, an enterprise software veteran, investment banker, private equity and family office leader. 

Not only has he walked through the fires of operating and starting a business, but Christian has taken it to a nine figure exit. 

He also has grown undervalued enterprise software organizations into high-value ones. Under his leadership, the enterprise software company Lotus has delivered double-digit returns.

On today's episode of the Passive Wealth Principles podcast, Christian Mack shares some nuggets of information about how to start and run a business and turn it into a successful one.

He also talks about how he learned from trial and error, how getting a mentor changed his life and career trajectory, and how he also felt the need to give back and share his  strategies to help other people succeed in their business.

He also reveals what a family office is in his vision and how it works, how he has done 30 exits through his different funds in the team that he's assembled together, and much more. 

Listen now!

What You’ll Learn in this Show: 

• How Christan started his business he's taken it to a nine figure exit
• How Christian learned from trial and error
• What is a family office and how does it work?
• How getting a mentor changed Christan’s life and career trajectory
• Giving back: How Christan helps other people to succeed in their business
• And so much more...

In this new “What I Learned...” episode, Jake will break down his conversation with Brett Swarts to give you the most important takeaways to remember. 

He will reveal some small snippets of what is a deferred sales trust and how you can utilize them to create a better position and gain future value.

He will talk about what Brett did to help some clients with cryptocurrency and how to utilize a deferred sales trust to never have to work again.

You will learn what are installment sales and how they work, what is the most effective way to create next-level tax strategies, what is a 1031 exchange and how the deferred sales trust gives an alternative to it and much more

Listen now and enjoy!

What You’ll Learn in this Show: 

• How can you utilize deferred sale to create a better position and gain future value 
• What is a 1031 exchange and how the deferred sales trust gives an alternative to it 
• The #1 tool for creating wealth, legacy, and generational type investment strategies
• The best way to create next levels of tax strategies
• And so much more...

Businesses and real estate owners often get taxed with 30-50% in capital gains tax on the sale of their assets (businesses, high-end primary homes, or investment properties).

Brett Swarts, founder of Capital Gains Tax Solutions helps his clients defer their capital gains taxes, works with sellers of bitcoin and real estate to plan exit strategies, and determines whether the Deferred Sales Trust is suitable for them.

In today's episode of the Passive Wealth Principles podcast, Brett shares his story and what was his first investment deal.

He will talk about some innovative ways to solve problems and how to create next-level tax strategies.

He will reveal how you can utilize deferred sales trust to gain future value and create a better position.

He will explain what is a deferred sales trust, how it works and why it can be an alternative to a 1031 exchange.

He will also discuss some of the planning that someone needs to do if they want to sell a highly appreciated asset and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Brett’s background and what was his first investment deal
• How can you utilize deferred sales trust to gain future value and create a better position 
• Some innovative ways to solve problems that Brett discovered
• What are some of the planning that someone needs to do if they want to sell a highly appreciated asset
• And so much more...

You will learn who is Jace and what was the episode with him about. 

You will discover one of the key things that made Jace successful and what it means to build a business that is scalable and sellable.

Jake will reveal the decision matrix behind selling a business and the reasons why business is inherently good.

You will also discover why doing nothing can be a risk and why it is better to take a calculated risk, as opposed to being risk-averse.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Who is Jace and what was the episode with him about?
• What does it mean to build a business that is scalable and sellable?
• The decision matrix behind selling a business, or a property
• Building and structuring better systems to highlight the benefits of businesses
• Taking a calculated vs being risk averse
• And so much more…

Resources:

Jace’s Linkedin

Jace Mattinson Interview

At 27 years old he took the opportunity to get from a CPA to structuring a leveraged buyout of a 250 person and 30 store company, and then have a nine-figure exit on it.

This is just a small part of today’s guest’s incredible story.

In this special episode of the Catching Knives podcast, Jace Mattinson shares his fascinating journey to success as well as some valuable insights for any entrepreneur. 

Jace will talk about the mindset behind his transition from a CPA to owning a lumber company and he will reveal the secret keys to his nine-figure exit.

He will also talk about the challenges of building a whole staff, processes, procedures from scratch and what it takes to develop better systems for highlighting the benefits of businesses.

You will find out what Jace is doing today and how he is applying the lessons he has gained along the way.

Jace will reveal the secret key to becoming a better leader, the reasons why business is inherently good, some of his strategies for finding new deals and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• The mindset behind Jace’s transition from a CPA to owning a lumber company
• What is the secret to Jace's nine-figure exit from his first business?
• Scalable and sellable businesses: what does that mean?
• The reasons why business is inherently good
• Jace’s strategies for finding new deals
• And so much more...

Resources:

Millionaires Unveiled Podcast

Jace’s Linkedin

Jace’s Facebook

Jace’s Instagram

The Money Guy Show

How We Built This Podcast

Book: Leading Change

Book: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

In this new episode of "What I Learned...". Jake will explore key takeaways from his conversation with Ryan Stenberg, a young investor who purchased $30 million worth of real estate in less than one year. 

You will find out who is Ryan Stenberg and what was the episode with him about.

You will discover how someone with not a lot of experience, can get into a $30 million deal and become financially free in a very short time and at a very young age.

You will also learn how Ryan and his partners used technology and their tech skills to make a difference in real estate.

You will learn about the concept of a one-way and two-way door and how Ryan use it to get deals and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Who is Ryan and what was the episode with him about?
• How a 25-year-old with no experience can get into a $30 million deal and become financially independent
• What is the concept of a one-way and two-way door and how did Ryan use it to get deals
• How Ryan and his partners used technology and their tech skills to make a difference in real estate
• Significant ways to add value to a commercial real estate deal 
• And so much more...

Resources:

Ryan Stenberg’s Interview

Jake Harris' guest on today's episode is the living proof of that. At only 25, Ryan Stenberg acquired $30 million worth of real estate in less than a year. 

In 2021, Ryan left his job at Google and co-founded West Egg Real Estate, a data-driven real estate syndication firm specializing in acquiring low-basis commercial properties in Tier II markets. 

In a very short period of time, Ryan and his business partners managed to achieve amazing success.

In today's episode of the Catching Knives podcast, Ryan Stenberg shares his incredible story and the secret to becoming financially independent at a very young age. 

He will talk about his experience at Google, the important lessons he took from it and also what made him leave and start his own business.

He will also share what led him to the discovery of commercial real estate and how he got started. 

You will find out how a one-million-dollar deal can become a 25 million dollar deal after just one year and what is the number one thing to focus on when starting a real estate business.

Ryan will also reveal some de-risking strategies in real estate investing, the number #1 advantage tech people can have in Real Estate and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• The lessons Ryan learned from his experience at Google and what made him leave to start his own company.
• How did a one-million-dollar deal become a 25-million-dollar deal after just one year?
• The number #1 advantage tech people can have in Real Estate
• Effective de-risking strategies in real estate investing
• How does Ryan's due diligence process look and what led him to build it?
• The number one thing to focus on when starting a real estate business
• And so much more...

Resources:

Website

Ryan’s Linkedin

Open Source Real Estate Facebook Group

Jake will summarize the information provided by Matt and the nuggets he has taken from the conversation. 

You will find out Who is Matt Aitchison and what experiences transformed him into the person he is today.

You will learn what Matt did to get through the moment he felt the most scared as an investor.

You will also learn more details about some key experiences Matt had during the Covid pandemic.

You will discover why it is essential to establish routines and systems in your life and business.

You will find out what is the “relationship recharge system” that Matt uses to create better connections with his wife and kids.

Listen now and enjoy!

What You’ll Learn in this Show: 

• What Matt did to get through the moment he felt the most scared as an investor
• The importance of establishing routines and systems
• The relationship recharge: 3 powerful questions that Matt uses to create better connections with his wife and kids
• The importance of being around the right people and leveraging the knowledge of the collective 
• And so much more...

Resources:

Matt Aitchison’s Interview

Currently, he focuses on raising capital for syndications and scaling his passive income portfolio to include commercial strip centers, hospitality assets, and single family rentals. Also, he hosts the Millionaire Mindcast, a Top 100 business podcast.

Matt is passionate about helping others become more wealthy, free, and fulfilled in their life and business through real estate and business investment opportunities.

In today's episode of the Catching Knives podcast, Matt shares a lot of wisdom and some really powerful and inspiring experiences that transformed him into the person he is today.

He will talk about a defining moment in his life when he was expelled from school and arrested and how this experience changed his trajectory forever.

He will share the moment when he was the most scared as an investor and what he did to get through it.

He will reveal some powerful ways to continuously optimize yourself and grow as a person and in your business.

You will discover the story behind The Millionaire Mindcast, you will learn how you can be a millionaire in all areas of your life and much more

Listen now and enjoy!

What You’ll Learn in this Show: 

• The moment when Matt was the most scared as an investor and what did he do to get through it
• Ways to you continuously optimize yourself and grow as a person and in your business
• Matt’s experience with joining GoBundance and how it influenced his life and business
• The relationship recharge: Powerful question that Matt uses to create better connections with his family
• And so much more...

Resources:

Mattaitchison.com 

Matt’s Facebook

Matt’s Instagram

Matt’s Youtube Channel

The Millionaire Mindcast

Books:

Catching Knives: A Guide to Investing in Distressed Commercial Real Estate

Wealth Can't Wait: Avoid the 7 Wealth Traps, Implement the 7 Business Pillars, and Complete a Life Audit Today!

Essentialism: The Disciplined Pursuit of Less

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

A real estate investor, syndicator, speaker and philanthropist, Matt Aitchison has flipped hundreds of houses, built a Top 1000 real estate team in the U.S. 

Currently, he focuses on raising capital for syndications and scaling his passive income portfolio to include commercial strip centers, hospitality assets, and single family rentals. Also, he hosts the Millionaire Mindcast, a Top 100 business podcast.

Matt is passionate about helping others become more wealthy, free, and fulfilled in their life and business through real estate and business investment opportunities.

In today's episode of the Catching Knives podcast, Matt shares a lot of wisdom and some really powerful and inspiring experiences that transformed him into the person he is today.

He will talk about a defining moment in his life when he was expelled from school and arrested and how this experience changed his trajectory forever.

He will share the moment when he was the most scared as an investor and what he did to get through it.

He will reveal some powerful ways to continuously optimize yourself and grow as a person and in your business.

You will discover the story behind The Millionaire Mindcast, you will learn how you can be a millionaire in all areas of your life and much more

Listen now and enjoy!

What You’ll Learn in this Show: 

• The moment when Matt was the most scared as an investor and what did he do to get through it
• Ways to you continuously optimize yourself and grow as a person and in your business
• Matt’s experience with joining GoBundance and how it influenced his life and business
• The relationship recharge: Powerful question that Matt uses to create better connections with his family
• And so much more...

Resources:

Mattaitchison.com 

Matt’s Facebook

Matt’s Instagram

Matt’s Youtube Channel

The Millionaire Mindcast

Books:

Catching Knives: A Guide to Investing in Distressed Commercial Real Estate

Wealth Can't Wait: Avoid the 7 Wealth Traps, Implement the 7 Business Pillars, and Complete a Life Audit Today!

Essentialism: The Disciplined Pursuit of Less

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Life Force: How New Breakthroughs in Precision Medicine Can Transform the Quality of Your Life & Those You Love

Podcasts:

Real AF Podcast

The All-In Podcast

We Study Billionaires