"How Does the Federal Budget Affect Landlords? Insights with Dan Bush, Investor and Accounting Professional"

Join us for a deep dive into the latest federal budget with Dan Bush, a seasoned property investor and accounting professional. In this episode, Dan shares valuable insights on how the budget impacts real estate investors and offers practical advice for navigating financial changes. Expect a blend of expert analysis and actionable tips tailored for both new and experienced investors.

[00:00:00] Introduction: Brief overview of the episode's focus on the latest federal budget and its implications for real estate investment.

[00:03:00] Overview of Dan Bush’s career journey from military service to real estate investing and tax preparation.

[00:15:30] Detailed analysis of the recent federal budget and specific impacts on real estate and taxation.

[00:25:45] Dan discusses his dual role as an investor and accountant, sharing how he uses his skills to benefit his real estate ventures.

[00:45:00] Key Takeaways: Summary of key points discussed, including actionable advice on real estate investment strategies in the current economic climate.

Dan Bush brings a multifaceted perspective to finance and real estate investment, drawing on experiences as an RCAF Air Navigator, financial planner, and tax preparer. Starting his real estate journey in 2016, Dan has since become a keen advocate for financial and estate planning to optimize investment returns. His unique approach combines deep financial knowledge with practical real estate experience, making him a valued mentor for new investors.

1. Federal Budget Review Document
2. Real Estate Investment Strategies

• LinkedIn

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"From Sobriety Houses to Coliving: Grant Shipman's Trailblazing Real Estate Journey"

Dive into the world of coliving with Grant Shipman, an expert property manager and investor revolutionizing single living. Discover how Grant’s innovative approach to coliving not only maximizes returns but caters to a growing trend in real estate. Expect insights on overcoming challenges and strategies that lead to rapid financial freedom.

[00:00:00] Introduction: A quick overview of today's enlightening topic on coliving with Grant Shipman.

[00:03:00] Topic 1: Understanding Coliving: What it is and its Impact

[00:15:30] Topic 2: Grant's Personal Journey into Coliving and Real Estate

[00:25:45] Interview with Grant Shipman: In-depth discussion on the specifics of managing and profiting from coliving spaces.

[00:45:00] Key Takeaways: Essential insights and strategies from Grant for successful coliving ventures.

With hundreds of thousands in real estate & business training and over 20 years living in various coliving environments, Grant is the premier expert in coliving property management & investing. His company, Livingsmith thrived during COVID, has a 97% lifetime occupancy average, and a 19.2 month average tenants stay. Since Grant created the first ever coliving course in 2019, he & his Team have taught the gold standard in coliving through DYI products, Done With You Products, Full Service Property Management, 2 books, weekly blog & podcast, & speaking engagements. He lives in Estes Park CO and El Paso with his wife Sarah and their children.

1. Rich Dad Poor Dad (Book)
2. OPM and Syndication Strategies (Financial Concepts)

Free coaching from Grant

• LivingsmithPro Facebook
• LivingsmithPro Instagram
• LivingsmithPro Twitter
• LivingsmithPro LinkedIn
• LivingsmithPro YouTube
• Grant's Facebook
• Grant's Instagram
• Grant's LinkedIn
• Grant's Twitter
• Grant's YouTube
• https://www.biggerpockets.com/users/grantshipman

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"Swiping Right on Property: The Story Behind Investium, The Tinder of Real Estate Investing"

Join us as we dive into the world of collective real estate investment with Jonathan Faerman, the founder of Investium. Discover how this innovative platform is breaking down barriers and connecting investors like never before.

[00:00:00] Introduction: Brief recap of what the episode covers.

[00:10:687] Jonathan's Journey: From Argentina to Canada - a tale of transition and the seeds of entrepreneurship.

[00:28:022] The Genesis of Investium: Jonathan shares the inspiration behind creating a platform that democratizes real estate investment.

[00:49:718] Exploring Investium: A deep dive into how Investium works, its unique approach to connecting investors, and its mission to open up the real estate market.

[01:09:238] Jonathan's Vision: The goals, challenges, and aspirations for Investium's future and the impact on the real estate landscape.

[01:36:03.606] Defining Success: Jonathan reflects on what success means to him and how Investium aims to redefine winning in real estate investment.

Jonathan Faerman, with a deep background in data analysis and business, is the founder of Investium, an innovative platform designed to make real estate investment accessible and collaborative. Born in Argentina and now based in Montreal, Jonathan's journey from an enthusiastic observer of real estate in his homeland to the creator of a platform that connects investors across borders is nothing short of inspirational. His passion for making real estate investing more inclusive drives the innovative features and community-focused nature of Investium.

• Software platforms
• Real estate and connecting investors
• Struggles of entrepreneurs and balance

• LinkedIn
• Investium's Website
• Jonathan's email

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"Unveiling the Mysteries of Private Lending: A Deep Dive with a 30 year Mortgage Pro"

Unlock the secrets of private lending in this enlightening episode, featuring the expertise of Denis Brunet, a mortgage broker with over three decades in the lending industry. Listen as Denis unravels the complexities of private lending, shares transformative industry insights, and discusses the evolution of mortgage brokering in Canada. This episode promises to demystify private lending practices, revealing how investors and homeowners can navigate this lucrative yet often misunderstood aspect of real estate financing.

[00:00:00] Introduction: A quick overview of what to expect from the episode.

[00:03:00] Denis Brunet's Career Journey: From the early days in lending to becoming a respected mortgage broker, Denis recounts the shifts and milestones of his 35-year career.

[00:15:30] The Evolution of Mortgage Brokering: Denis discusses the significant changes in mortgage regulations, products, and practices over the decades.

[00:25:45] Denis shares his expertise on private lending, the impact of technology on the industry, and the future of mortgage brokering.

[00:45:00] Key Takeaways: Summarizing Denis's insights on navigating the mortgage market, the role of education, and the importance of adapting to change.

A trailblazer in the Canadian mortgage industry, Denis Brunet has been a mortgage broker since 1993. With extensive experience in both institutional and private lending, Denis has helped shape the landscape of mortgage brokering in Canada. His commitment to education and professionalism has made him a sought-after expert and advisor in the field.

• Mortgage Professionals Canada (MPC)
• Mortgage Architects
• Nationwide Appraisal Services

• LinkedIn
• Mortgage Architects Website

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"3 time CFL Grey Cup Champion Adam Bighill | A Journey of Focus and Perseverance"

Join us in this enlightening episode as CFL star Adam Bighill shares his remarkable journey from professional football to becoming a savvy financial advisor. Discover how discipline, teamwork, and overcoming adversity propelled him beyond the football field into the world of finance and personal growth.

[00:00:00] Introduction: A quick overview of Adam Bighill's transition from a celebrated CFL career to a successful financial advisor.

[00:03:00] Early Life Challenges: How Adam overcame bullying and self-doubt, fueled by his childhood experiences with a bilateral cleft lip and palate.

[00:15:30] Football Career Insights: Adam's path from an underestimated college athlete to a CFL star, and the lessons learned along the way.

[00:25:45] Interview with Adam Bighill: An in-depth conversation on Adam's philosophy on life, success, and his approach to financial advising.

[00:45:00] Key Takeaways: Reflecting on the crucial life lessons and insights shared by Adam during the interview.

Adam Bighill is a celebrated Canadian Football League linebacker, motivational speaker, and financial advisor. Known for his tenacity on the field and his resilient journey through personal and professional challenges, Adam inspires many with his story of transformation and dedication.

• Wellington Altus Private Wealth
• CFL (Canadian Football League)

• LinkedIn
• Instagram

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"From Fashion VP to Financial Freedom: Rachel Covert's FIRE Journey"

Join us as Rachel Covert, former fashion industry VP turned financial literacy advocate, shares her transformative journey from the glitz and glamour of the fashion world to achieving financial independence and helping others do the same. Discover how a diagnosis changed her life path and led her to empower women in managing their finances through her Electri FI Wealth program.

[00:00:00]

[00:01:03] Background: Rachel shares her journey from fashion to financial freedom.

[00:04:02] Day-to-Day as a VP: Rachel describes a typical workday as a VP in the fashion industry.

[00:10:15] Decision to Pivot: Rachel explains when she decided to leave fashion and pursue financial independence.

[00:19:30] Discovering FIRE: Rachel talks about discovering the Financial Independence Retire Early movement and what drew her to it.

[00:26:08] Achieving Financial Independence: Rachel shares her next steps after reaching financial independence and why she started financial coaching.

Rachel Covert “retired” from her career as the VP of a women’s fashion brand at 36 after achieving financial independence. She quickly discovered that being fully retired in her 30’s was a misguided goal and that she needed a career pivot instead of retirement.

After traveling the world for the better part of year, she realized that her gift is to help people with their money and that women in particular are severely in need of financial education. Rachel launched her money coaching business, Electri FI Wealth, in 2022 and has helped over 100 women build wealth and pay off debt without strict budgets!

• Request a Meeting
• Website
• LinkedIn
• Instagram
• TikTok

and CLICK HERE for a freebie!

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" From Solo to Success: Mike McLenehan's Accounting Revolution"

Join us in an enlightening conversation with Mike McLenehan, a seasoned entrepreneur and the owner of a thriving CPA firm. In this episode, Mike shares his journey from a solo practitioner to leading a multi-location accounting firm, and how embracing technology and education has shaped his business philosophy.

[00:00:00] Introduction: Meet Mike McLenehan, entrepreneur and CPA.

[01:43:40] Entrepreneurial Insights: Lessons from early business experiences.

[08:45:31] Marketing and Client Acquisition: Networking and digital marketing strategies.

[14:38:14] Systems and Processes: Importance of documentation and internal training.

[17:29:59] Building Client Relationships: Transition from a personal brand to a team approach.

[23:52:12] Thought Leadership: The role of content creation and education in business.

[28:54:45] Unique Client Offerings: Adopting a proactive and educational approach to accounting.

[35:58:15] Future of the Accounting Industry: Predictions and insights.

Mike McLenehan is the founder and owner of McLenehan and Associates CPAs, a multi-location accounting firm based in Winnipeg, Manitoba. With a passion for entrepreneurship and accounting, Mike has grown his business from the ground up, focusing on providing comprehensive, technology-driven accounting solutions and educational resources to his clients.

• Website
• LinkedIn
• Request a Meeting

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"Hidden Threats: Unveiling the World of Covert Surveillance"

Dive into the shadowy realm of surveillance technology with our special anonymous guest, "Wyatt", a seasoned expert in counter-terrorism and protective security. In this eye-opening episode, we unravel the advancements in audio and video surveillance, the risks they pose to privacy, and practical steps to safeguard your space. Prepare for a journey into the unseen dangers lurking in our everyday environments.

• [00:00:00] Introduction: Overview of the episode's focus on surveillance and security.
• [00:03:00] Wyatt's Background: Insights into Wyatt's extensive experience in counter-terrorism and security.
• [00:15:30] Evolution of Surveillance Tech: Discussion on the advancements and accessibility of surveillance technology.
• [00:25:45] Interview with Wyatt: Deep dive into technical surveillance countermeasures (TSCM), privacy risks, and protective strategies.
• [00:45:00] Key Takeaways: Summary of essential security measures and the future of surveillance technology.

"Wyatt" brings years of expertise in Israeli counter-terrorism. A former combat medic, he has been a close protection agent since 2006 and a defense contractor for almost 20 years. A certified body language tactician, he has also been a guest instructor at numerous law enforcement academies.

Despite his anonymous appearance, Wyatt's insights offer invaluable knowledge for ensuring personal and professional security.

1. TSCM (Technical Surveillance Counter Measures) Basics
2. Privacy Protection Equipment and Techniques

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" From $0 to $47 Million in 9 Years: The Success Story of Sam Primm"

In this episode of the Investing to Win podcast, Garret dives deep into the world of real estate investing with special guest Sam Primm. Sam shares his journey from a typical W-2 employee to amassing a real estate empire worth over $47 million. Tune in as they explore the ins and outs of successful real estate investing, the power of the BRRRR method, and how to leverage private lending to accelerate your investment journey. Get ready to be inspired and discover actionable strategies that can transform your financial future!

1. Start Small and Scale: Begin your real estate journey with manageable projects and gradually move to larger deals as you gain experience and confidence.
2. Utilize the BRRRR Strategy: The Buy, Rehab, Rent, Refinance, Repeat (BRRRR) method can significantly leverage your real estate investments, allowing for growth without requiring large amounts of personal capital.
3. Foster Relationships with Private Lenders: Building trust and maintaining clear communication with private lenders can open up more opportunities and provide flexibility in financing your projects.
4. Overcome Fear of Failure: Accept that failure is a part of the learning process in real estate investing. Each failure brings you closer to success as long as you learn from your mistakes and persist.
5. Value of Education and Mentorship: Engage in continuous learning and seek mentorship from experienced investors. This can accelerate your growth and help you avoid common pitfalls.

• [00:00:00] Start of Podcast
• [00:02:49] Introduction: Brief overview of Sam Primm's real estate journey and achievements.
• [00:09:07] Sam's first rental property
• [00:02:49] Introduction: Brief overview of Sam Primm's real estate journey and achievements.
• [00:13:12] The BRRRR Strategy: Sam breaks down the BRRRR method and how it's been crucial to his success.
• [00:31:00] The Power of Private Lending: How Sam leveraged private lending to grow his portfolio.
• [00:38:10] Discussion on working with Accredited Investors
• [00:53:07] Sam's advice to novices in the real estate world.

Sam Primm, originally from St. Louis, Missouri, grew up in a quintessential American household — his father an engineer and his mother a part-time teacher. Following the conventional path laid out before him, Sam ventured into the corporate world, securing a job that offered stability but also came with its own set of challenges. Amidst the stress of a demanding 50-hour workweek and a growing desire for more time with his family, Sam felt a deep-seated need for change.

The turning point came when Sam decided to dive into the realm of real estate investing. The journey was fraught with challenges, marked by a series of trials and errors. However, perseverance paid off, and Sam gradually began to notch victories, honing a strategy that yielded consistent success. Today, Sam boasts an impressive portfolio, with assets worth over $47 million, including approximately 300 rentals, in addition to having flipped over 1,000 properties — all achieved in less than nine years and without utilizing his own capital.

Beyond his personal achievements, Sam is the founder of FasterFreedom, a platform dedicated to empowering individuals eager to leave their conventional jobs behind and embark on successful careers in real estate investing. What sets Sam apart is his commitment to teaching from experience. He ensures that all lessons, strategies, and insights are drawn from his current real estate ventures, providing learners with practical, up-to-date knowledge that transcends theory and outdated methodologies.

Sam's ultimate mission is to offer others the same freedom and financial independence that real estate has afforded him and his family, demonstrating that with the right guidance and determination, anyone can achieve their dreams.

• Website
• Newsletter
• Sam's Instagram

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"Preventing Embezzlement and Risk in Business: The Role of an Internal Audit"

Join us in this episode of the Investing to Win podcast as we delve into the nuances of board governance and internal auditing with the seasoned expert, Brian Brown. Discover the vital role of audits in risk management and how effective governance contributes to organizational success.

1. The Value of Internal Audit: Brian emphasizes the importance and value of internal audits within organizations. He points out that many companies, especially smaller ones, may not realize the benefits of having an internal audit function, which can offer significant insights into risk management, efficiency improvements, and overall governance.
2. Experience on Both Sides of the Table: Brian brings a unique perspective to the conversation due to his extensive experience on both sides of the boardroom table – as a chief audit executive and as a board member. This dual perspective allows him to understand and communicate the importance of audits and governance from both operational and oversight viewpoints.
3. Board and Audit Committee Roles: He discusses the critical roles of board members and audit committees, especially in terms of overseeing the management of a company, understanding key risks, and ensuring that the organization's risks are being managed effectively. Brian also highlights the importance of having board members who are informed and engaged in the governance process.
4. Risk Management and Governance: The conversation sheds light on the evolving nature of risk management and the role of governance in ensuring that an organization's objectives are met securely and ethically. Brian speaks to the changing perceptions and responsibilities of internal auditing, from being seen as a 'cop' role to being a crucial part of a company's governance and risk management strategy.
5. Engagement Outside Work: Brian advocates for professionals to engage in activities outside their work environment, such as serving on boards or getting involved in community services. He shares his own experiences of involvement in various boards and committees, highlighting how these roles have enriched his professional life and contributed to his understanding of governance and risk management.

[00:00:00] Introduction: Overview of today's discussion on board governance and the significance of internal auditing.

[00:03:00] Understanding Board Governance: Brian's insights into the evolution and importance of board governance in various sectors.

[00:15:30] The Role of Internal Audits: Exploring the critical aspects and benefits of internal audits with Brian.

[00:25:45] Interview with Brian Brown: Deep dive into Brian's extensive experience and perspectives on governance and auditing.

[00:45:00] Key Takeaways: Summary of the conversation and actionable insights for board members and auditors.

Brian Brown is a semi-retired professional with over 30 years of experience across the private, public, and not-for-profit sectors. Having served on both sides of the board table, Brian brings a wealth of knowledge in governance, internal audit, and risk management. He currently contributes his expertise on several boards, championing governance excellence and ethical business practices.

He is one of the founders of IIA Canada, serving on the Board for many years including two years as Chair. Brian has been providing education services for many years and is a frequent speaker at conferences and other events hosted by organizations including the IIA, Institute of Corporate Directors, Governance Professionals of Canada, Aboriginal Financial Officers Association, and local universities. He is a faculty member of The Directors College, Aboriginal Financial Officers Association, and a Distinguished Faculty Member of the IIA.

• Brian Brown on LinkedIn

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