Expert(ish) Podcast

There's an old saying that goes, "the clearer you are, the more certain you become." This is definitely true when it comes to business. When you are clear about your goals and what you want to achieve, it becomes a lot easier to take the necessary steps to get there, develop a plan of action, and track your progress along the way. Setting goals is important for any individual or organization, but making sure those goals are clear and concise is essential for long-term success.

In today’s episode of the Expert(ish) Podcast, our guest Zach Morrow talks about what motivated him to become an entrepreneur, why clarity is the key to long-term success, and what role he plays in the investment management industry.

Zach Morrow is the VP of Investor Relations at Boron Capital, an investment management firm that runs hedge funds strategically investing into self-storage complexes, mobile home communities, and cryptocurrency. His role involves connecting accredited investors to strong, stable, high-cash flow investments through strategic partnerships, commercial real estate, and private investments.

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Juggling a career, running a business, maintaining healthy relationships, and staying fit can be tough. It seems like there are never enough hours in the day to get everything done. Getting into your best shape amidst all the chaos of everyday life can be difficult, but not impossible. Having a trainer who knows what they're doing, understands what you want, and provides support and motivation throughout your journey is key to achieving your fitness goals.

In today’s episode of the Expert(ish) Podcast, our guest, Chris Keith talks about how he made the transition from military service to fitness training, the biggest mistakes he made in his fitness career, and why he wants to be a connector.

Chris Keith is San Diego's most effective, motivational, and inspiring personal trainer. He is also the most knowledgeable, experienced, and compassionate 1-on-1 personal trainer for weight loss, strength building, and post physical therapy. Chris was voted Best Personal Trainer in San Diego by numerous publications and continues to be a local fitness celebrity and advisor to the local media on health and fitness related issues.

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The military is a unique institution that teaches discipline, teamwork, and decision making, as well as other skills that can be applied to civilian life. When leaving the military, it can be difficult to adjust to civilian life. Despite these difficulties, military service members can successfully transition into the civilian world by having the right tools and a positive mindset.

In today’s episode of the Expert(ish) podcast, our guest, Greg Amorelli talks about the lessons he learned in the military and how he applied them to the civilian world, why it's better to make a bad decision than not to make one at all, and how growth comes from expanding past your comfort zone.

Greg Amorelli is the Director of Health and Fitness Programs at Downtown Athletic Club, Strength and Conditioning Specialist at O2X Human Performance, and an Infantry Platoon Leader at Army National Guard. Additionally, Greg is a professional Health and Human Performance Coach who specializes in tactical strength and conditioning, running, swimming, and healthy lifestyle interventions for all populations and ability levels. He helps to develop and manage the mental, physical, and nutritional standards of individuals, small units, and teams to expand functional capabilities, improve overall health, and optimize personal performance.

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Military to civilian transition is a challenge in itself. Finding a career and managing finances further complicate the process. Financial literacy is critical for anyone, but it is especially important for veterans who may be used to a certain lifestyle and need to adjust to civilian salaries. In what ways can veterans overcome these challenges and successfully transition into a new chapter of their lives?

In today’s episode of the Expert(ish) Podcast, our guest, Lacey Langford talks about what motivates her to help veterans and active-duty military service members with their finances, why financial education is important when transitioning out of the military, and why MilMoneyCon is a conference not to be missed.

Lacey Langford is a U.S. Air Force veteran, military spouse, speaker, and a financial coach who changes people’s lives from being fearful of money to having control and confidence with it. She is the Founder of The Military Money Expert, which specializes in financial coaching for the U.S. service members and their families. Lacey is also the creator and host of The Military Money Show, the podcast that helps U.S. Service Members, Veterans, and their spouses make, save, invest and spend money wisely.

Also, if you are interested in the financial careers or if you have a service that could be helpful to financial professionals from the military community, don’t forget to sign up to the MilMoneyCon, a national conference focused on bringing together military and financial professionals.

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When it comes to finding success in life, knowing your why is essential. Why do you do the things you do? What is your purpose? Too often, people go through the motions without taking the time to figure out what matters most to them. Without knowing your why, it is easy to get lost along the way. Without a clear sense of purpose, it can be difficult to stay motivated and focused on what is important. In what ways are you able to tap into your inner self to determine your purpose?

In today’s episode of the Expert(ish) Podcast, our guest, Rob Rens talks about what sets him apart from other insurance agents, how he starts his day motivated, as well as his upcoming project in support of veterans.

Rob Rens is a State Farm Insurance agent and the President of Signal Fire Media. He is an experienced insurance and financial services professional serving North Carolina and Georgia. In his role at State Farm, Rob provides valuable information about insurance, the risks that make it necessary, how to protect yourself from those risks, and how to take action to achieve your most important goals.

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Inflation is one of the biggest threats to financial stability. It can erode your savings and investments, leaving you with less money in the long run. The ability to make wise investments that maintain buying power over time can be difficult without a plan to mitigate inflation. With the volatile market we have today, how can investments be protected from inflation risk and your money kept safe?

In today’s episode of the Expert(ish) Podcast, our guest, Devin Deverill talks about interest rates, how people can protect themselves against inflation, and what they can do to make the most of their cash sitting in their savings or checking accounts.

Devin Deverill has been a financial advisor with Northwestern Mutual for over 13 years. Their mission is to help their clients across the country visualize and accomplish what financial security ultimately means to them. By matching his clients’ needs with innovative investment and insurance planning, he can confidently help them navigate through the many challenges and opportunities of life.

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Insurance is often the most overlooked and undervalued aspect of home ownership. However, this is a type of coverage that pays for the repairs or replacement cost to your home in case it experiences any damage or covers you if someone gets injured on your property. It provides a safety net that can help protect you against everything from material damages to liability claims.

Most people who own a property may know that there are different types of coverage available, but they don't know how to figure out which is best for them. Whether you own a home or are planning to buy one, how do you find the best insurance coverage for your needs, at the best possible price?

In today’s episode of the Expert(ish) Podcast, Jay talks with Rich Sabatowski, Owner and Insurance Agent at Beach Break Insurance Agency, about homeowners insurance, why it is important, and how it covers residential and commercial properties.

Rich started his career in hospitality working his way up from washing dishes, bussing tables, serving and bartending to General Manager of some amazing restaurants. With a passion for helping people protect what they have worked so hard for, Rich and his family moved to San Diego and began laying the groundwork for the Beach Break Insurance Agency. As an independent agency, they do what is best for their clients, providing them the coverage that best fits their needs, at the best possible rates.

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We've all heard the saying, 'our network is our net worth'. The more people we know and the more connections we make, the more opportunities will come our way. All too often, we focus on the people within our network who are most like us – those who share our same interests, skills, and experiences. But to really unlock exponential growth opportunities, we need to tap into the right people on our network, those with connections and resources that can help you take things to the next level.

In today’s episode of the Expert(ish) Podcast, Jay is joined by Ryan Breznik for the fourth time. Ryan talks about how having a network is important to all aspects of life, how he capitalized on the opportunities presented to him, and what investment vehicles are available in today’s digital era that can be beneficial for diversifying portfolios.

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Blockchain technology is one of the most exciting and disruptive advancements in today's global economic scene. It’s redefining the way businesses operate and how people transact online. With blockchain technology being able to be applied to most industries today, how can this new and innovative technology be utilized in the real estate world?

In today’s episode of the Expert(ish) Podcast, Jay talks with Joshua Emison, Co-Founder and CEO of Sansbank, about his unique transition from the military to civilian life, how blockchain technology works, and how it is transforming the real estate industry today.

Josh is responsible for Sansbank’s vision, mission, and overall execution across its core marketplace, lending platform, blockchain strategy, and alternative lending markets. Alongside Sansbank, he found his passion for empowering entrepreneurs to operate intelligently. He is dedicated to discovering passive income and wealth generation solutions for everyday Americans through property markets.

Sansbank provides innovative new financial products that serve both property owners and investors. Through the process of tokenization, property owners can monetize their assets by offering everyday investors tokens in return for lucrative returns. Sansbank is devoted to democratizing the monetization of assets and ensuring wealth creation to participants sans [a] bank.

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Investors believe that real estate investing is a powerful tool to build capital fast. On its own, the benefits of property investing are numerous. A well-chosen property provides investors with excellent returns, tax advantages, predictable cash flow, and diversification, plus the opportunity to leverage real estate to build wealth.

In today’s episode of the Expert(ish) Podcast, Jay talks with Brad Hylton and Aubrey Carlson about their journey into real estate investing, how they rebuilt their first property from the ground up, and how they leveraged property investing to create other positive landscapes.

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