Not Your Average Financial Podcast™

Episode 243: [Client Spotlight] Jay Helms


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In this episode, we ask:

  • What is the risk of owning a business?
  • Who is Jay Helms?
  • How did Jay meet his wife?
  • Where is Jay?
  • What has Jay learned about short term rentals?
  • What was Jay’s experience with taking a policy loan?
  • What was Jay’s experience with the bank?
  • What about moving away from a W-2?
  • What about transforming the family’s life?
  • What did Jay learn form Dave Ramsey?
  • What is Jay scared of now?
  • What happened to Jay’s net worth?
  • What about multiple streams of income?
  • What about real estate?
  • What about a mindset shift?
  • Would you like to visit Jay’s site, W2 capitalist?
  • What about having access to capital?
  • What does Mark appreciate about Jay?
  •  

    Jay Helms, Founder of the W2 Capitalist, escaped the rat race after 6 years of side hustling in real estate investing. Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. Jay met his wife Cassie when they were contestants on a reality TV show and when their family of 5 are not traveling the country in their RV, Jay and Cassie reside in Gulf Breeze, FL, with their three kids, Rowland, Stella, and Ellen Anne. Knowing that closing on the first deal is the biggest hurdle and roadblock for new investors, he wrote a book, Make An Offer: Break Through Analysis Paralysis & Grab the Confidence You Need to Become a Real Estate Investorto help them get over those mental hurdles. 

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