Dealmaker Diaries Podcast

Trailer for Episode 42 - Tim talks about his perspective of how a failure or perceived failure, actually allowed him a greater success later?

We're excited to bring you a conversation with Henry Daas about his experience and many lessons on the mindset and approach that can help us recognize, develop, and grow our financial intelligence (FQ). Far from being anything to do with “get rich quick” schemes, Henry explains how our “FQ” is all about the tried and true principles and mindset that help us manage, invest, and grow our wealth. In our conversation, Henry also goes over common misconceptions about Financial Intelligence, including his thoughts on what separates it from regular financial literacy, why wealth isn’t just about money, and so on.  

Henry Daas is a serial entrepreneur, business coach, screenwriter, self-described 'ordinary guy', and now personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfolio as an adult and everything in between.   

He built his consulting business, Daasknowledge, to help provide professional coaching for entrepreneurs & business owners of companies with top-line sales under $10M. His debut book, FQ: Financial Intelligence is the culmination of his six decades of financial knowledge and experience.   

His specialties include consultative advisory, strategic planning, startups, small business, coaching, mentoring, new business development, entrepreneurship, sales, marketing, product management, relationship building, and communications.

Lowell Sheppard is an author, speaker, a social entrepreneur, a fellow of the Royal Geographic Society, husband, father, a long-distance cyclist, and wanna-be Sailor.

Lowell has spent his entire adult life working with established Non-Government Organizations (also known as non-profit societies) and in several NGO start-ups. As Founder of HOPE International Development Agency Japan and Asia Pacific twenty years ago, Lowell has seen the growth of HOPE to be in the top 2 % of charitable organizations in Japan with the coveted “nintai” certified tax-deductible status.

Lowell has served for the last twenty years as an informal advisor to companies and boards in the area of ethical decision making and thought leadership with a focus on community legacy.

He has dedicated much of his life to social and environmental improvement projects.

Today, Lowell is often asked to speak on Ethics and Philosophy, Social Enterprise, CSR, Sustainability, and subjects related to his various books.

He has a proven track record of creating and growing communities around a cause.

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.  

Mark is a CERTIFIED FINANCIAL PLANNER™, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.   

As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement

Veena Jetti (VEE-nuh JEH-tee) is the founding partner of Vive (rhymes with "five") Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities.  

After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows.  

Topics discussed in this episode: 

 • What is your current investment criteria? 

• What are the current underwriting trends you’re seeing? 

• What advice would you give to high income earners looking to invest in real estate? 

• What should a new investor ask a deal sponsor?  

Subscribe for more videos just like this: https://www.youtube.com/channel/UCDw3.

Chad has been an industrial real estate broker since 2005. Over the past 16+ years, he's completed over 500 transactions with clients ranging from local companies to large institutional owners. He's proud to be a perennial top producer and a partner with his firm.  

In addition to earning SIOR and CCIM designations, he's earned a Diploma in Urban Land Economics from UBC and an MBA from Thompson Rivers University. He's given numerous interviews locally and nationally regarding the commercial real estate market and has had articles published in Forbes, Western Investor, and Real Estate Magazine. 

Chad recently started a YouTube channel about industrial real estate where he shares his knowledge and passion for the industry.

Harry is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder and manager of Nima Equity LLC, a commercial real estate syndication company where he helps physicians to earn passive income, lower taxes and achieve financial freedom. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Harry is General Partner in over 784 units in 4 different States.

Harry met his wife Mitsi in Medical School in Peru and they finished their training in Pennsylvania and Virginia. Harry currently works at a tertiary medical center in Dallas, TX.

Harry and Mitsi love the outdoors. They have 2 boys, who love playing basketball and soccer. They love to vacation and travel to Cancun and Florida where they enjoy time at the beach, Disney or Legoland. Harry is also an avid runner.

Are you leaving money on the table at tax time?

What’s in a name? Well, in Aryeh Sheinbein’s case, it’s a perfect metaphor for  his track record as a wealth architect; his given name derives from the Hebrew  word אריה) aryé), meaning “lion.” He is every bit a lion for those he works with:  passionate, courageous, protective, and willing to fight for the valuable assets  his clients entrust him with. 

Aryeh’s bread and butter is helping successful business owners and  entrepreneurs invest their money intelligently, allowing their wealth to  accumulate so they can stay focused on what truly matters—their business and  mission. He’s spent his entire career sharpening his operational experience  with investments and valuing businesses, having worked with top private  equity, venture capital, hedge funds, investment managers, and banks, as well  as a wealth of success in the eCommerce and Amazon selling spaces. Aryeh is  particularly skilled in managing large, complex projects and teams—a credit to  his excellent executive leadership skills rooted in finance, business strategy,  marketing, and operations. 

When he’s not sculpting the financial futures of his clients, Aryeh loves  coaching his kids' sports teams, donating his time to various non-profit  organizations, and enjoying quality time with his four wonderful kids and  amazing wife. He also hosts the iTunes Top 100-ranked Inside the Lions Den  podcast, a show that explores the leadership skills, financial acumen, and  operational improvements required for sustained entrepreneurial and  financial success

Topics covered:

Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.  

In this episode we covered:  

Tax Implications for Real Estate Investors   

Cost Segregation and the Impacts of Tax Reform  

179D Energy Credits  

45L Energy Credits