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Building your short-term rental business without needing to buy or own any property is unique. Joining Brett Swarts is J. Massey, a full-time real estate investor, entrepreneur, popular podcast host, author, speaker, coach, and an all-around problem solver. He started Cashflow Diary, which is an amazing podcast, and the training park program for real estate investors. Having owned hundreds of units and raised tens of millions of dollars, Jay has a wealth of knowledge to share. Don’t miss this episode for the opportunity to learn more about how you can create and preserve more wealth through short-term rentals.

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Are you holding off selling an asset because of that tax liability? If so, then you’ll appreciate today’s episode where the owner and founder of Infinite Wealth Management, LLC, Jeremy Stevens, guests to help us keep control of our money by taking us in an in-depth discussion of Deferred Sales Trust. He talks about sheltering cash from tax through opportunity zones, building generational wealth, and having that flexibility to diversify your equity. A former engineer turned financial advisor, Jeremy is on a mission to find the best solutions for their clients through efficient and effective system designs that help them preserve wealth for the long-term. He shares some of those with us, along with great strategies and techniques that not only add value but provide solutions as well.

Going through your own personal journey is one thing, but helping others by imparting what you learned in the process is another. Elevate‘s Tyler Chesser is someone who greatly embodies this, committing himself to personal growth in real estate investing and sharing that for others to develop their own skills in the space. Sitting down with Brett Swarts, Tyler tells his story of moving out of corporate America and into becoming the Founder and President of his commercial real estate firm, The Chesser Companies. Along with the lessons and mindset frames he learned, he also shares some strategies and systems that help with the development of your real estate portfolio. Tyler then touches on tax deferral solutions, such as the 1031 exchange, along with the services he and his team offer in terms of multifamily assets and passive investment opportunities.

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The way you get your transactions done is very critical to your real estate business’ success. This entails having a good understanding of the technical and legal aspects involved. Who better to guide you about this than a good real estate attorney? If you are struggling to find who to work with, especially one who specializes in business and commercial law, then this episode’s guest might just be who you are looking for. Brett Swarts talks with Jeff Love, a real estate attorney who provides strategic guidance for clients in all facets of real estate transactions. Here, Jeff shares his wide knowledge and experience of helping clients with their transactions, offering tax deferral tips and differentiating capital gains tax and estate tax. He then talks about the importance of having a team with you and doing proper planning in order to not miss out on what’s important.

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That transition to senior care or retirement tends to be a struggle not just for the seniors involved but also for their families. The process of selling highly appreciated homes, real estate, or businesses can cause family friction and misunderstandings, making this period of time particularly paralyzing. In this episode, Brett Swarts speaks with Ted Gottlieb—Senior’s Real Estate Specialist® and The Senior’s Learning Institute Founder. Ted shares with us how he is helping Baby Boomers and their families during this transition, tapping on the value of estate planning, wills and trusts, and the likes. He also talks about the financial and emotional challenges that occur in between this shift and how he is accommodating the seniors’ needs in the process. Tune into this conversation for more insights about senior transition and receiving maximum value and return on your assets.

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George Grombacher is a consultant, writer, speaker, and the host of the Money Savage podcast. George and Brett Swarts talk about building and preserving wealth, focusing on the retirement planning space and how to create retirement income. Through promoting easy to understand concepts and information on financial planning, George shares how he helps others create and preserve more wealth with proper planning. Learn the importance of values and goal setting in financial planning that will set you up for the years to come.

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Becoming a big thinker can go a long way when it comes to adding value for your clients. That’s one of the main topics Justin Stoddart talks about in this episode. Justin is the Founder of Think Bigger Real Estate. He discusses how you can connect inspiration with purpose. He talks about what he thinks real estate professionals actually need versus what most people think they need. He also discusses the strategies he educates realtors on and what they are missing that they should be sharing with their clients. Justin is passionate about the relationship between financial advisors and real estate agents. He insists that becoming versatile and adaptable can and should be done to avoid being replaced by technology.

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