Elevate with Tyler Chesser - The Real Estate Podcast for Investing, Mindset and Personal Development

Succeeding in real estate investing requires a combination of various factors - knowledge, skill, understanding of the market, identifying opportunities, evaluating properties, and the ability to take calculated risks. Successful investors also need to be able to manage properties effectively, maintain positive relationships with stakeholders, adapt to changing market conditions and adjust strategies to stay ahead of the curve. But, mastering tools and strategies are not enough to optimize your portfolio and business performance. It is more than just technical skills.

We delve into this topic in this episode with Nic Espanet, founder and principal of Thrive Multifamily. Nic shares his journey from a middle-class mindset to a growth mindset in RE investing. He highlights the mindset of continuous learning, persistence, and resilience as crucial to optimizing success in investing as well as building a network of contacts for valuable insights, advice, and support. Our discussion also covers refining strategies for property management and managing expenses, monitoring key performance indicators, investing in good employees, insurance costs, and more. There’s a lot to unpack so start listening now!

Key Points from This Episode:

• Nic talks about his background and upbringing and how he got into the real estate business.

Tweetables:

“Never settle for where you're at. You're never at the peak of something. Keep pushing to be better, keep expanding and growing."

“We as entrepreneurs need to try to be with people that are going to stretch us, that aren't the crabs trying to pull us back down on the bucket.”

“You can go through life and never fail, but you're going to stay in a very narrow lane to do that. So, get out of your lanes, try something different, and fall at it. Pick yourself up, don't stay down, get up, and dust yourself off.”

“Failure is not a bad thing.”

“Luck is when preparation meets opportunity.”

“It's well worth it to spend more money on good full-time employees and staff than have them hired away from you for a dollar more an hour.”

Links Mentioned:

Thrive Multifamily

Schedule a call with Nic Espanet

Send an email to Nic Espanet

Monday.com

Rich Dad Poor Dad by Robert Kiyosaki

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

Endurance: Shackleton's Incredible Voyage by Alfred Lansing

Titan: The Life of John D. Rockefeller, Sr. by Ron Chernow

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Nic began passively investing in multifamily properties in 2016 and closed his first deal as a Lead Syndicator & Asset Manager in 2018.  He has since invested passively in  properties with a total of 1,780 doors and syndicated the purchase of 8 properties with a total of 1,318 doors.  In addition, Nic has 17 years of experience as a small business owner in private practice as a Physical Therapist and 25 years of experience managing physical therapy teams. 

Nic specializes in capital raising and deal acquisition.

Overcoming fear and imposter syndrome can be a significant hurdle to success in any field, including real estate investing. Sometimes, fear can be overwhelming that people are rendered powerless to think, act, and make decisions. So, what will it take to conquer fear, take the first step, and launch your journey to real estate investing success? 

In this episode, we chat with Andrew Schutsky of Redline Equity LLC about his journey in real estate investing. Now a thriving investor with 2,000 units under management, he is the first to admit that achieving this level of investing success while running an IT organization for a billion-dollar company, was unimaginable when he started house hacking. Rising above his fears and crushing imposter syndrome, Andrew took action,  faced the challenges and grew his investments over time. His journey is full of valuable lessons and tips to help you take your real estate investments to the next level. Don't miss out on this empowering episode! 

Key Points from This Episode:

• Andrew talks about his background and upbringing and how he got into the real estate business.

Tweetables:

“A lot of people think they don't have much to offer. But I'm here to tell you that you have more than you think. If you really sit down and inventory and actually start talking to operators where they have gaps or things that they don't like doing that you may be really good at.”

“What's the simplest way to get something done? I love simplicity and that’s what I look for in systems and processes.” 

“It's really being thoughtful about where you spend your time, recognizing when you've hit your limits, and pulling back at that point. But there are going to be times when you are imbalanced. Otherwise, you will never get to that !% to 2% where you want to be.”

“I'm a work in progress. I'm on a never-ending journey to improve. I'll never reach a final destination.”

“You’ve got to do what the 1% are willing to do and the 99% are willing to not do.”

“Surround yourself with people who are in the same position and talk through those challenges. It’s way better than just doing nothing sitting at your desk and just shaking.”

“We're never going to get rid of fear but if we are willing to dance with it, it can propel us into action.” - Tyler Chesser

Links Mentioned:

Redline Equity LLC website

Rhino: Replace Your Security Deposit

"Never Finished: Unshackle Your Mind and Win the War Within" by David Goggins

"Can't Hurt Me: Master Your Mind and Defy the Odds" by David Goggins

"Rich Dad Poor Dad" by Robert Kiyosaki

"The Obstacle Is The Way" by Ryan Holiday

Daily Stoic website

"Daily Stoic" book by Ryan Holiday

“Never Split The Difference” by Christopher Voss and Tahl Raz

"Getting To Yes" by Roger Fisher, et. al. (The Harvard Negotiation Project)

Invest with CF Capital

Andrew is the founder of Redline Equity, LLC, a real estate syndication firm specializing in the acquisition, improvement, and management of large apartment buildings. He also has over 15 years of real estate rental experience, beginning with a “house hack” of his first home.​ In the multifamily investment space, Andrew is currently active as both a GP (General Partner) and LP (Limited Partner) and has ownership interests in over 2000 units.  Redline Equity currently manages properties in 3 different markets with over $70MM under management.

Andrew is also the host of the Crushing Cashflow podcast which interviews investors at all stages of their journeys to tell their stories of successes and failures. Additionally, Andrew also currently works in the technology space as a CIO (Chief information officer) for a Medical Technology business based out of Pennsylvania.

​He holds a Bachelor’s degree in Information Systems from Drexel University in Philadelphia, PA. Andrew lives in Thornton, PA with his beautiful wife, Jodi, and two fantastic children, Aidan and Jaclyn.

Are you going through a crisis or struggling to find your true purpose? Feeling stuck in your business and personal life? In this episode, Dov Baron,  one of the world’s leading authorities on meaning-driven leadership, shares what drives human behavior and how crisis can be a powerful catalyst for self-transformation and growth. Discover what “emotional source codes" are and why they are key to unlocking our true potential. 

Dov also highlights the importance of understanding the anatomy of meaning, the “why” beneath our “why” as he also reminds us that stripping away our false identities is essential in transforming our beliefs and behavioral patterns. Dov says living in alignment with our values and beliefs is crucial to living a fully realized and more fulfilling life. Listen now and hear Dov’s remarkable life story of transformation and marvel at this polymath’s successful journey through multiple disciplines from spirituality to psychology to neuroscience, business, and quantum physics. Don’t miss the leadership advice and tips for upgrading company culture! Start your journey to personal and leadership transformation now!

Key Points from This Episode:

• Dov talks about his backstory and upbringing.

Tweetables:

“It's in the stopping and paying attention that you are in communication with the highest and greatest part of yourself if you can listen.” 

“Everybody you meet is feeling pain, and they're trying to feel better.”

“When people ask me my purpose, the simplicity of it is this, to serve those who will never know my name, and whose name I may never know.”

“If you want to have a better culture within your organization, look in the mirror. The answer is always in the mirror.”

“The identity that you attach to yourself is more important than life. You'll give your life up for your identity.”

“Identity does not change without crisis.”

“Our soul is always whispering to our most authentic and soulful path but we're busy and it's noisy, we don't really pay attention to the soul's whispering.” 

“You can decide when the crisis is, and you can decide how big the crisis is. The problem is, because of our ego and identity addiction, it often has to be massive. It doesn't always have to be.”

“I elevate my life through curiosity. And the first level of curiosity is how can I love this person.”

“Love has to have hard boundaries that say, this is what healthy love looks like.”

"Stay curious, my friends. Stay curious." 

“You want to be a better human being? Walk through the world, giving people dignity. See other human beings. Don't just see the people you're trying to impress.”

“Smile. Be kind, be gentle, be compassionate, be giving. If you're going to give something, give dignity, the dignity of seeing the human being as a whole.” 

Links Mentioned:

Dov Baron website

Connect with Dov Baron

Dov Baron's books

Dov Baron's Podcasts

"The Prophet" by Kahlil Gibran

"The Road Less Traveled" by M. Scott Peck

"The Many Worlds of Hugh Everett" by Peter Byrne. Article on Hugh Everett III and his theory of multiple universes and multidimensional reality published in the Scientific American. October 2008.

Invest with CF Capital

Dov has been named one of Inc. Magazine’s Top 100 Leadership Speakers to Hire, and has traveled the world speaking to every kind of group imaginable. He was named one of the Top 30 Global Leadership Gurus. He is also the bestselling author of several books, including One Red Thread and Fiercely Loyal: How High-Performing Companies Develop and Retain Top Talent.

Inc. Magazine named his podcast, Leadership and Loyalty™,  as one the top podcasts listened to by C-Suite execs of Fortune 500 companies. A master storyteller, Dov is considered by many to be one of the leading authorities on meaning-driven leadership. Outside of speaking and training, he works with a diverse group of leaders and executive teams to build the bonds that create organizational cultures that become Fiercely Loyal.

Dov has a large social media platform consisting of a combined 200,000 followers on Facebook, Twitter, LinkedIn, Podomatic, and Apple Podcasts. His “Kill The Keynote” campaign to change the speaking industry went viral, reaching over 5 million people. He has interviewed and worked with the world’s top leaders. Dov has been featured on CNN, CBS Small Business Pulse, SHRM, Yahoo Finance, The Boston Globe, Business in Vancouver, USA Today, Entrepreneur, CEO World, and INC.

Would you like to live a life with no bad days? Is that even possible? Today’s episode offers a refreshing perspective on how to live a happy, fulfilling, “no bad days” life. Our guest Jeffrey Holst, a real estate investor who has a passion for life shares how changing one's perspective can lead to a life without bad days. He now shares the secret to making every day great, leveraging the power of mindset, and designing an ideal lifestyle of adventure and fulfillment while uncovering investment opportunities in real estate.

Living and loving what he coined as his “last life ever”, Jeff inspires us to live the best version of ourselves every day from his own life experiences. Beset with challenges and a life-threatening condition, Jeff shares how he crafted the life that he wanted through a complete change in his mindset and by building his real estate business. If you’re ready to learn valuable insights on living a full, happy life and looking to gain time and financial freedom toward your ideal lifestyle  through real estate investments, this episode is for you! 

Key Points from This Episode:

• Why does Jeff hasn't had a bad day in 25 years?

Tweetables:

“One of my life goals is to live to the energy death of the universe because I love being alive so much.”

“However I perceive the day for me is how my day is.” 

“Whether you think you can or you think you can't, you're right.” - Henry Ford 

“It is how we perceive the world that matters. If we think it's good, it is good. If we think it's bad, it's bad.”

“The moment that you accept full responsibility for everything in your life is the moment you can change anything in your life.” - Hal Elrod

“If you focus on the positive, you win.”

“You have to recognize that you don't actually have to change the world to change the world.”

“This amazing purpose that I get to live now is to share this story about how mindset is the only thing that matters.”

“Timing the market is actually really easy. If you bought in 2006 and you sold in 2010, you got crushed. If you bought in 2006, you sell now, you did fine. You bought at the top of the last market, sell some other times. So, my strategy is, buy whenever you buy, sell when it's high.”

“The great part about real estate is it's a levered way to get exposed to inflation.”

“Whatever tragedy happens to us, whatever circumstances we find ourselves in, we're called to respond to that in the best possible way and to live the best possible version of our lives.” 

Links Mentioned:

Jeffrey Holst website

Jeffrey Holst on Instagram

No Bad Days: How to Make Every Day Great by Jeffrey Holst

Last Life Ever Podcast

Old Fashioned Real Estate Advice Blog

Hardwiring Happiness: The New Brain Science of Contentment, Calm, and Confidence by Rick Hanson PhD

Crushing It in Apartments and Commercial Real Estate: How a Small Investor Can Make It Big by Brian H. Murray

Invest with CF Capital

Jeff is a recovering attorney who spends his time as a podcast host and real estate investor. Jeff graduated early and with honors from Michigan State College of Law where he was the graduating class speaker. He also holds an M.B.A.

At 30 years old, Jeff checked the last item off his personal bucket list by climbing Machu Picchu. He was on top of the world. As he stood looking down at the lost Incan city, he had been living the life of his dreams. He was well traveled, having previously visited the Pyramids in Egypt, climbed to the top of Mt Sinai, swam with sharks in Belize, and backpacked alone around Europe. He married the girl of his dreams. He had a beautiful house in the suburbs and a thriving law practice. Two weeks later, he was in the hospital dying. His business was in disarray, his wife was barely holding it together and he was on his way to bankruptcy.

Today, at 43 years old, just over a decade later, Jeff is back on top. He is a millionaire, with over 250 residential units and multiple commercial properties in his personal portfolio. He is still married and continues to travel extensively. In February of 2020 Jeff climbed Mt Kilimanjaro and stood at the highest point in Africa. He is the co-host and founder of the Last Life Ever Podcast. As the original “Last Lifer,” Jeff is passionate about helping people live the best possible version of their lives. He is also the co-host of the Old Fashioned Real Estate Show where the hosts drink bourbon old-fashioned and talk about real estate investing.

As investors, entrepreneurs, or leaders of our businesses, we need to be at our best to achieve our goals and reach success. Transforming our lives, elevating our performance, and creating the best version of ourselves can help us overcome challenges and make the most of opportunities. We can improve decision-making, increase productivity, have better relationships, and enhance our overall well-being and growth. In short, we become more successful, happier, and fulfilled individuals. But how can we do all this?

We are fortunate today to have the world’s leading expert on the psychology of entrepreneurial leadership and exponential growth, Dr. Benjamin Hardy, to help us process and think about these ideas through an in-depth discussion of his books. We delve into the concept behind Dr. Hardy's bestselling book "Who Not How" and how investors and entrepreneurs can make it work to their advantage. Dr. Hardy also shares insights from his book "The Gap and The Gain" and explains why successful people focus on the gain, while unsuccessful people focus on the gap. We also discuss key points in his latest book "Be Your Future Self Now" and why imagining the person we want to be and then "being" that person now is the key to self-transformation. Finally, Dr. Hardy also shares the fascinating story of how he became immersed in his chosen field of psychology and the key relationships that have played crucial roles in his journey. Get ready to be inspired and motivated to reach your full potential!

Key Points from This Episode:

• Dr. Hardy talks about his background and upbringing. 

Tweetables:

“You’ve got to actually grow an audience first before you can write books.”

"When the student is ready, the teacher appears." 

“Don't worry so much about what's next, crush what's right in front of you.”

“You can get anything you want in life by helping the right people get what they want.” - Zig Ziglar 

“Develop real, meaningful, transformational relationships that last for a long time. You're not just here to get a quick win.”

“Willpower depletes if you make more and more decisions.”

“By just getting the Whos and freeing your mind and being in flow and doing higher value activities, you're already going to be making way more money.”

“You can't do it all yourself. There are people who are fundamentally better at things than you and you'd be better off trusting other people.”

“I don't look at whos just as people that I can hire. I look at whos as people that I can collaborate with, people that I can team with.”

“If you're spending more of your time on things you absolutely love that are higher and higher value then you're in the right spot, you're in that 20% that really matters.”

“Things that are becoming impossible on your own become very possible with the right whos.”

“Rather than comparing, competing, and trying to beat other people, compare and compete with your former self.”

“The gain is about gaining from your own experiences, valuing your own experiences, transforming your own experiences into gains.”

“When you reach a place of a healthy relationship with yourself, you're freed from a lot of the unhealthy needing or trying to prove yourself.”

“Having clear, specific goals allows you to have a clear and specific path forward. The quality of your path forward is based on the specificity of where you're going.”

“Everything you're doing right now is based on the future that you're most committed to.”

Links Mentioned:

Dr. Benjamin Hardy: website and books

Be Your Future Self Now by Dr. Benjamin Hardy

Dr. Benjamin Hardy's YouTube channel

TED Talks by Dr. Benjamin Hardy

Dan Sullivan

Joe Polish

It's Not How Good You Are, It's How Good You Want to Be by Paul Arden 

Already Free by Bruce Tift MA

As A Man Thinketh by James Allen

Man's Search for Meaning by Viktor Frankl

MrBeast YouTube channel

Antifragile: Things That Gain from Disorder by Nassim Nicholas Taleb 

Think and Grow Rich by Napoleon Hill

Peaks and Valleys: Making Good And Bad Times Work For You--At Work And In Life by Spencer Johnson

Who Moved My Cheese? : An Amazing Way to Deal with Change in Your Work and in Your Life by Spencer Johnson

Go For No: Yes Is The Destination. No Is How To Get There by Richard Fenton & Andrea Waltz

Anti-Time Management: Reclaim Your Time and Revolutionize Your Results with the Power of Time Tipping by Richie Norton 

Catching the Big Fish: Meditation, Consciousness, and Creativity by David Lynch

Invest with CF Capital

Dr. Benjamin Hardy is an organizational psychologist and is the world’s leading expert on the psychology of entrepreneurial leadership and exponential growth. His Ph.D. research focused on entrepreneurial courage and transformational leadership. Before completing his Ph.D., his blogs were read by over 100 million people, he published his first major book Willpower Doesn’t Work, and he was running a 7-figure online training business. Since finishing his Ph.D. in 2019, Dr. Hardy has published 5 additional books, including three co-authored with the legendary entrepreneurial coach, Dan Sullivan. His books have sold hundreds of thousands of copies and he is a sought-after teacher and speaker at corporate and entrepreneurial events as well as Fortune 500 companies. He and his wife Lauren are the parents of six kids and live in Orlando, Florida.

All of us are always looking for ways to improve our business and our investments. We evaluate our teams, our systems, our process as well as the prevailing dynamics and culture in the company in order to rectify flaws and continue the best practices. Wouldn’t it be practical and rewarding if we can hear from someone in the real estate industry who has mastered the best practices in investor relations, marketing, and communications and who has made the choicest investment in himself for optimum personal and professional growth?

We are fortunate to be joined in this episode by such an experienced professional. Justin Liggitt heads the investor relations team at DJE Texas Management Group. Clocking in decades of experience in high-level management in the investor relations, marketing, and wealth management industry combined with a background in art and design, Justin brings in his expertise and generously shares them with us. Listen now, master these best practices and get ahead of the competition. Elevate your investments and elevate yourself now!

Key Points from This Episode:

• Justin talks about his backstory and his upbringing.

Tweetables:

“Give yourself some grace and stop being so hard on yourself about not knowing what you're doing right now. Just slow down, breathe, and your brain will follow.”

“My creativity informs my professional demeanor and the way that I approach meeting with people. When interacting with people, my intuitive or my creative side informs my professional side such that when forging new relationships with investors, I can identify, is this a fit for both parties? Is this going to be a successful partnership?”

“We want all parties to win. We want investors, DJE and the community to win.”

“We approach our deals from a standpoint that is consistent with our values, with an abundance mentality that all boats rise and that all parties win.”

“Do something more personalized and specific with the people you meet. That allows you to connect faces with names and it's always a better move.”

“Your head is not a friendly place whenever you're overwhelmed.”

“One of the things that resonate not only with our investors, but also the people that we've spoken to in the past is that we're very upfront and honest about not only the potential to work together, but also if there's none.”

“We do want to make sure that the investors that we're bringing on to the future have the same sort of personality, mindset, goals, and also really understand what their responsibilities are in the partnership.”

“Investing is a collaboration and a partnership.” 

Links Mentioned:

DJE Texas website

How To Write One Song by Jeff Tweedy

Infinite Jest by David Foster Wallace

Schedule a complimentary 15-minute consultation with Justin Liggitt

Invest with CF Capital

Justin Liggitt is an investor relations and marketing professional with over 17 years of experience in the investment industry.  He has extensive experience in full-cycle business development and retention, including deep expertise in building and managing investor relations teams and strategic marketing.  

Prior to joining DJE, Justin helped a private equity firm launch their first private market REIT which invested in multifamily properties and was responsible for all marketing, business development and investor relations activities of the investment product.  Before getting into the commercial real estate industry, Justin spent 15 years in the wealth management industry in a number of high-level marketing and business development roles.

In his spare time, Justin is an artist, an avid outdoorsman and a father to a 6-year-old son.

What do successful investors have in common? And what does it take to be a better one? Our experience working with successful investors tells us that above and beyond hard work and dedication, mindset plays a crucial role in developing a successful investment portfolio. So, what particular mindset sets an extraordinary investor apart? 

Sam Wilson of Bricken Investment Group reveals the answers in today’s episode. With ten years in the investing business and having built a diversified portfolio of several asset classes, Sam has learned from experiences, both pleasant and painful, what mindset to keep in order to benefit from any stage of the market cycle. From humble, working-class beginnings, he has achieved abundance and transformed his life. Listen and be inspired!

Key Points from This Episode:

• Sam’s backstory and upbringing that honed his entrepreneurial flair.

Tweetables:

“Do not mistake activity for progress.” - Sam Wilson

“You don't have to say yes to everything. Find the ones that make sense for you now.” - Sam Wilson

”It’s not ‘no’ or ‘never’; it's ‘not yet’.” - Sam Wilson

“I want to stop trading time for money. And the only way I can do that is to scale.”- Sam Wilson

“People who take care of their health take care of their health in any market cycle.”- Sam Wilson

“I always assumed that success was for somebody else.” - Sam Wilson

“Be aware of your handicapping behaviors, stop those and start refining and perfecting the one thing you're focusing on while accepting that success is for everyone.” - Sam Wilson

“There are not many things I've gotten right but there are a lot of things I've gotten wrong.” -   Sam Wilson

Links Mentioned:

Bricken Investment Group

Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks

Invest with CF Capital

About Sam Wilson

Sam Wilson is an active investor in self-storage, parking, retail, multi-family apartments, RV parks and single-family homes. He hosts the “How to Scale Commercial Real Estate Podcast”, where he interviews real estate experts to give listeners the tips, tools, and tricks to scale their investment portfolio. 

Sam holds a bachelor’s degree in business finance from the University of Memphis and holds his real estate license in Tennessee. In addition to his years of real estate experience, he also has a diverse background in business ownership, building construction, and management.

While healthcare professionals top the list of highest-paid occupations in the US with median salaries of $208,000 per year, research shows that physician burnout rate is at an all-time high. Overworked and stretched thin, some doctors end up disengaged from their careers and are looking for alternative ways to earn income so that they can gain back time for themselves and for things that matter most. This is true for many busy, career-oriented individuals across professions who are losing control of their lives and their time and have become enslaved to their jobs and duties.

Dr. Nancy Huynh of Clear Vision Investing joins us today to talk in detail about this predicament that many of her colleagues are facing. She believes that one of the ways to support professionals and fight burnout is to create income streams from passive investments. Nancy makes the case for passive real estate investing that can bring in cash flow regularly and allow a physician or any professional to choose to reduce work hours in their workplaces and spend them purposefully. Listen now and learn how growth in passive investing empowers you to gain control of your life and helps you achieve not only financial but time freedom.

Key Points from This Episode:

• Nancy shares her personal background and upbringing, and her career path.

Tweetables:

“It's your interpretation and your thoughts around a situation that drives your actions and how you react to it.” - Nancy Huynh

“Success leaves clues.” - Tony Robbins

“Shift your mindset that time does not equal money.”  - Nancy Huynh

“Think in terms of how you can make the most use of the time that you have. How do you maximize that time? What is most important to you? And what is that time worth to you?” - Nancy Huynh

“It's not about trading more time but it’s about getting smarter. If you want to gain more control, it's about getting more financially intelligent.  - Tyler Chesser

“Real estate investing is a get-rich-slow, not a get-rich-quick scheme.” - Nancy Huynh

“You need money to make money.” - Nancy Huynh

“Whether we're doctors or not, we just want autonomy. We just want to have control over our lives to do what we want, when we want, with who we want.” - Nancy Huynh

“Real estate is really a team sport. And the more 'wes' we have, the more we win because you really have to find your unique skill set.”- Nancy Huynh

“It's always about the right deal paired with the right debt paired with the right market.”- Nancy Huynh

“Buy right, finance right, manage right.”- Nancy Huynh

“Constantly revisit what you want, why you want it, and then program yourself to take those actions to be in alignment with that ‘ideal self of yourself’.” - Nancy Huynh

Links Mentioned:

Nancy Huynh, MD on LinkedIn

Send an email to Nancy Huynh, MD

Clear Vision Investing website

"Who Not How" by Dan Sullivan and Benjamin Hardy

"Good to Great" by Jim Collins

Invest with CF Capital

About Nancy Huynh, MD

Nancy is a physician, eye surgeon, entrepreneur, and impact real estate investor. As an ophthalmologist, she has made a real difference in thousands of lives by solving people’s most pressing eye problems and performing sight-saving eye surgeries. She helps people to see better so they can regain their identity, dignity, and vision for the future. 

Nancy started investing in real estate to create passive income, hoping to regain control of her time and stop trading time for money. She currently owns and operates a real estate investment portfolio in the Atlanta area. 

She founded Clear Vision Investing to not only grow her own portfolio but also to help others realize the power of real estate. She is passionate about helping others, especially physicians,  gain financial literacy and achieve financial security through real estate investing. She believes that financially-intelligent physicians can change medicine and the world for the better. 

As an impact investor, Nancy believes that real estate investing can deliver attractive financial returns while also making a positive social impact. Part of the profits from her company is donated to giving the gift of sight to someone in need and to cure preventable blindness globally. 

Nancy is a graduate of Yale University and Harvard Medical School. She currently lives in  Atlanta, Georgia with her husband and two young daughters.

While we set life goals and business objectives to achieve success, it is our behaviors and ultimately the habits that we form that help us to get there. The consistent, repeated behavior that becomes habits are the small, steady steps that will take us to success. Habits shape who we are - our attitudes, actions, decision-making, and other aspects of our lives. So, it is crucial to build good habits if we want to make a positive transformation in our lives. 

We are joined in this episode by behavioral science expert Samuel Salzer to help us understand the science of behavior and the power of building positive habits in helping us achieve success in whatever goal we’ve set. Because forming positive habits isn’t always easy, Samuel gives us critical information on the science of building good habits, how they are formed, the strategies we can apply, and how we can set ourselves up for success by starting small. Let’s begin our journey of transformation from “thoughtful to thoughtless” and ultimately, to success!

Key Points from This Episode:

• Samuel’s backstory and upbringing

Tweetables:

“Intentions are not the same as actions.” - Samuel Salzer

“Try to make the world better one good habit at a time.” - Samuel Salzer

“The basic formula for behavioral science is the person plus situation equals behavior.” - Samuel Salzer

“Habit is the behavior done automatically.” - Samuel Salzer 

“Everyone is different and every situation is different. So you have to approach things from a contextual lens.”  - Samuel Salzer 

“The most successful thing to do is to start small, and then build momentum and then build on that momentum.” - Samuel Salzer

“It's a journey from thoughtful to thoughtless.” - Samuel Salzer

“Repetitions form habits if they're done in the same time, same place, same context.” - Samuel Salzer

“We have a lot to change in our lives. We're not going to climb that mountain in one day. And so start small and start simply and allow yourself to build momentum.” - Tyler Chesser

Links Mentioned:

Samuel Salzer on LinkedIn

Samuel Salzer website

Habit Weekly

Habit Coach Pro

Start at the End: How to Build Products That Create Change by Matt Wallaert

Good Habits, Bad Habits by Wendy Wood

Mistakes Were Made (But Not by Me) by Elliot Aronson Carol Tavris

Dark Matter by Blake Crouch

Invest with CF Capital

Samuel Salzer is an experienced applied behavioral scientist and advisor helping value-driven organizations around the world to use behavioral science and behavioral economics to build great digital products and services. Specializing in behavioral strategy, habit formation, large-scale interventions, and building reward loops, Samuel helps organizations apply insights from Behavioral Science and Behavioral Economics to fuel habit formation and digital behavior change. 

Samuel founded the largest Behavioral Design community and newsletter, Habit Weekly which provides 15k+ members with the best articles, videos, podcasts, and exclusive premium content from the world of behavioral science and business.

Samuel lives by this motto - “Make the world a better place, one good habit at a time.”

As we age and gain new experiences, our brain changes and it becomes evident that we can’t hold every piece of information and knowledge that we encounter at all times. More often, we only retain information that is immediately useful or relevant to our present needs. But, we also want to remember crucial information that we’ve read today at a time in the future when it is needed, right?

In this episode, CTPO, speaker, author, MIT instructor Mark Herschberg and I discuss this topic in more detail. As an author faced with the challenge of readers’ recall and retention, Mark created an app called Brain Bump designed to help users remember information, data, and materials from books, blogs, podcasts, classes, talks, and other resources whenever they are needed. If you are in the business of investing, or in any business for that matter, you’ll need access to as much information as you can to run your business efficiently and to have meaningful engagement with clients and investors. Listen until the end and you’ll learn invaluable tips to protect yourself and your business from cyberattacks.

Key Points from This Episode:

• What makes 21st-century learning different?

Tweetables:

“We live in the most abundant time in human history with regard to sharing information, and sharing perspectives and thoughts.”  - Tyler Chesser

“Even when a reader reads a book, a business book, a self-help book, something with advice, say, wow, there's great advice here. And then you forget it two weeks later. You forget 90%-95% of it. That is a problem. And so there's a problem for the author and a problem for the reader.” - Mark Herschberg

“Media is traditionally linear. We listen to this episode, front to back, first to last. We read a book from first to last. We watch a TV show from start to finish. Exceptions are encyclopedias or dictionaries, you generally don't read that first page to last, you jump in, you get what you need, and you leave. More of our media will shift in this direction.” - Mark Herschberg

“By chopping up the content from an episode, from a book and putting it in this nonlinear order, we make it more relevant. It's like a "choose your own adventure" that you grab what is right for you.” - Mark Herschberg

“The teacher is who learns the most.” - Tyler Chesser

“For any company or individual, it's not a matter of “if” but “when” you run into a cybersecurity issue.” - Mark Herschberg

Links Mentioned:

Brain Bump App

The Career Toolkit 

Mark Herschberg on LinkedIn

Invest with CF Capital

About Mark Herschberg