Are you your biggest obstacle? Often we can get in our own way by continually offering up excuses. In today’s episode of the Life On Your Terms Podcast, I chat with Kassidy Warren, a dynamic entrepreneur who transitioned from a high-performing engineering career to a successful real estate investor specializing in short-term rentals. Kassidy shares his journey of leaving the corporate world, the pivotal moments that led to his new career path, and the strategies he used to build a thriving Airbnb portfolio. Whether you're considering a career change or looking to invest in real estate, Kassidy's story offers valuable insights and practical advice.

Key Points:

• The importance of aligning your work with your core values.
• Strategies for effective delegation and maximizing your potential.
• The impact of financial literacy and investment on personal freedom.

What We Discuss:

• [03:47] The moment of realization and decision to leave the corporate world.
• [10:29] The process of minimizing expenses and saving for their journey.
• [14:29] Purchasing their first short-term rental in Cleveland, Ohio.
• [21:19] Scaling the business and hiring strategies.
• [27:25] Setting up an S Corp and consulting business to funnel active income into real estate.
• [33:21] Using a HELOC for initial funding and financial strategies.
• [46:32] Tips for aspiring investors.
• [49:40] Personal insights and the mental shift from employee to entrepreneur.
• [55:10] The importance of enjoying the journey and focusing on what you love.

Guest Insights:

Kassidy emphasizes the importance of understanding your unique strengths and leveraging them to build a life aligned with your values. He discusses the significance of financial literacy and the impact of making strategic investments. This conversation covers concepts like grit, delegation, financial independence, and personal development.

About Kassidy Warren:

Kassidy Warren is a transformational entrepreneur and real estate investor who helps high-performing individuals transition from their W2 roles to entrepreneurial freedom. Kassidy’s journey is marked by his transition from engineering to real estate investment and Air bnbs. Kassidy is an experienced investor in various sectors, including real estate and short-term rentals.

Find more from Kassidy Warren:

• Instagram: @qkassidyw

Connect with Jake Rosenthal:

• Website: https://www.purelegacies.com
• TikTok: https://www.tiktok.com/@jake.r.rosenthal
• Instagram: https://www.instagram.com/jake.r.rosenthal/
• YouTube: https://www.youtube.com/@Jake.Rosenthal
• Podcast: Life On Your Terms with Jake Rosenthal

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Are you your biggest obstacle? Often we can get in our own way by continually offering up excuses.

In today’s episode of the Life On Your Terms Podcast, I chat with Jamie Gruber, who left his $400k executive position to live life on his terms in the Dominican Republic. Jamie shares his journey from a high-paying corporate job to helping others achieve financial freedom through his mastermind, GoBundance Emerge. Jamie discusses the challenges and rewards of designing a lifestyle aligned with his passions and values, the impact of his move to the Dominican Republic, and his love for personal development and community building.

Tune in to learn more about balancing work and leisure in this engaging discussion.

Key Points:

• Transitioning from a W2 role to entrepreneurial freedom.
• The importance of aligning your work with your core values.
• Strategies for effective delegation and maximizing your potential.
• The impact of financial literacy and investment on personal freedom.

What we discuss:

• [00:01.49] Introduction and Jamie Gruber’s background.
• [01:03] Lifestyle design and flexibility.
• [03:47] Entrepreneurship and business insights.
• [10:29] The career transition in the corporate world.
• [14:29] Becoming the CEO of your own life.
• [21:19] Discovering your true strengths.
• [27:25] Transitioning from a W2 to your own company.
• [33:21] Financial independence and planning.
• [46:32] Discovering career aspirations.
• [49:40] College and life lessons.
• [55:10] Facing the truth about habits.

Guest Insights:

Jamie emphasizes the importance of understanding your unique strengths and leveraging them to build a life aligned with your values. He discusses the significance of financial literacy and the impact of making strategic investments. This conversation covers concepts like grit, delegation, financial independence, and personal development.

About Jamie Gruber:

Jamie Gruber is a transformational coach and founder of GoBundance Emerge. He helps high-performing individuals transition from their W2 roles to entrepreneurial freedom. Jamie’s journey is marked by his transition from a corporate executive to living in the Dominican Republic, leading a successful mastermind, and creating impactful content. Jamie’s work focuses on personal development, real estate investment, and community building.

Find more from Jamie Gruber:

• Instagram: @thejamiegruber
• Website: GoBundance Emerge

Connect with Jake Rosenthal:

• Website: https://www.purelegacies.com
• TikTok: https://www.tiktok.com/@jake.r.rosenthal
• Instagram: https://www.instagram.com/jake.r.rosenthal
• Youtube: https://www.youtube.com/@Jake.Rosenthal
• Podcast: Life On Your Terms with Jake Rosenthal

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Often, we can get in our own way by continually offering up excuses. In today’s episode of the Life On Your Terms Podcast, I chat with Brent Kesler, founder of The Money Multiplier. Brent shares his journey from a practicing chiropractor to a successful entrepreneur, building multiple clinics, and now teaching others how to achieve financial freedom through the infinite banking concept.

Tune in to learn more about Brent’s insights on business growth, the power of teamwork, and the importance of disciplined financial strategies in this engaging discussion.

Key Points:

• The importance of aligning your work with your core values.
• Strategies for effective delegation and maximizing your potential.
• The impact of financial literacy and investment on personal freedom.

What we discuss:

• [00:02:00] The value of private travel and investment in convenience.
• [00:09:31] The power of teamwork and shared vision in business.
• [00:16:08] Scaling a business through effective hiring and management.
• [00:23:00] The importance of mindset and overcoming mental obstacles.
• [00:28:00] Implementing the money multiplier method.
• [00:35:23] The infinite banking concept and its benefits.
• [00:47:00] Real-life applications and success stories of the concept.
• [00:50:00] How to get started with the infinite banking concept.

Guest Insights:

Brent emphasizes the importance of having a shared vision and the right team to grow a successful business. He discusses the significance of understanding and leveraging the infinite banking concept to achieve financial freedom. This conversation covers business growth, financial literacy, and personal development.

About Brent Kesler:

Brent Kesler is the founder of The Money Multiplier and a former chiropractor who built and sold multiple clinics. He now focuses on teaching others the infinite banking concept to help them achieve financial freedom. Brent's journey is marked by his transition from chiropractic to financial education, impacting thousands of clients across the country.

Find more from Brent Kesler:

• Website: The Money Multiplier
• Email: [email protected]

Connect with Jake Rosenthal:

• Website: Pure Legacies
• TikTok: Jake R. Rosenthal
• Instagram: Jake R. Rosenthal
• YouTube: Jake R. Rosenthal

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Feeling inspired to make a significant change in your business or personal life? 

In this episode, we sit down with Sofia Castro, an extraordinary entrepreneur who turned early challenges into monumental success. Sofia shares her remarkable journey from humble beginnings to leading a billion-dollar business. Listen in as she discusses the importance of resilience, strategic pivots, and maintaining a positive mindset.

Key Points:

• Humble Beginnings: Sofia and her husband Bobby’s story from being high school dropouts to building a billion-dollar business.
• The Power of Focus: How maintaining a strong focus and purpose can lead to monumental achievements.
• Real Estate Ventures: Insights into their real estate journey, including the challenges and successes in the multifamily market.
• Mentorship and Giving Back: Sofia’s new mentorship program aimed at helping others achieve entrepreneurial success.

What We Discuss:

• [00:00] Introduction and Sofia’s Background
• [00:59] Unique Beginnings: Meeting Bobby and starting their entrepreneurial journey
• [12:41] Grinding to Success: The story of building a billion-dollar business
• [27:18] Overcoming Real Estate Challenges: Lessons from the 2008 financial crisis
• [43:30] Current Ventures and Future Plans: Scaling and mentorship programs

Guest Insights from Sofia Castro:

• Resilience and Focus: Sofia emphasizes the importance of having a clear purpose and focus, and how these helped her overcome numerous challenges.
• Learning from Failures: The value of learning from mistakes and using those lessons to drive future success.
• Strategic Pivots: How Sofia and Bobby adapted their business strategies to scale their ventures successfully.
• Mentorship and Legacy: The launch of their mentorship program aimed at providing a comprehensive support system for aspiring entrepreneurs.

About Sofia Castro:

Sofia Castro is a dynamic entrepreneur known for her remarkable journey from high school dropout to leading a billion-dollar business. Together with her husband Bobby, Sofia built a successful real estate and finance empire. Passionate about giving back, she is now focused on mentoring the next generation of entrepreneurs through her Pma Legacy Family Blueprint program.

Find More from Sofia Castro:

• Instagram: Official Sofia Castro
• Facebook: Official Sofia Castro
• Bobby’s Book: https://www.upsiders.com/book

Connect with Jake Rosenthal:

• Website: Pure Legacies
• TikTok: @jake.r.rosenthal
• Instagram: @jake.r.rosenthal
• YouTube: Jake Rosenthal
• Podcast: Life On Your Terms with Jake Rosenthal

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

In today’s episode I chat with Rob Wolfe, who runs Wolf Strategic Partners. Rob shares his journey from a high-performing tech sales career to helping others achieve financial freedom and build a life on their terms. Rob shares a bit about his lifestyle of splitting time between San Diego and Wisconsin. Rob shares his love for San Diego and the flexibility of owning a business that allows him to design the lifestyle he and his family desire. We also talk about spending time in different locations and the perks of being your own boss.

Tune in to learn more about balancing work and leisure in this engaging discussion.

Key Points:

• Transitioning from a W2 role to entrepreneurial freedom.
• The importance of aligning your work with your core values.
• Strategies for effective delegation and maximizing your potential.
• The impact of financial literacy and investment on personal freedom.

What we discuss: 

[01:03] Lifestyle design and flexibility.

[03:47] Entrepreneurship and business insights.

[10:29] The Career transition in the tech industry.

[14:29] Becoming the CEO of your own life.

[21:19] Discovering your true strengths.

[27:25] Transitioning from a W2 to your own company.

[33:21] Financial Independence and Planning.

[55:10] Facing the truth about habits.

Guest Insights:

Rob emphasizes the importance of understanding your unique strengths and leveraging them to build a life aligned with your values. He discusses the significance of financial literacy and the impact of making strategic investments. This conversation covers concepts like grit, delegation, financial independence, and personal development.

About Rob Wolfe: 

Rob Wolfe is a transformational coach and founder of Wolf Strategic Partners. He helps high-performing individuals in tech and other industries transition from their W2 roles to entrepreneurial freedom. Rob’s journey is marked by his transition from tech sales to real estate investment and financial coaching. In addition to his work in consulting, Rob is an experienced investor in various sectors, including real estate, angel investments, and private equity. He is a general partner at Cowabunga Car Wash, a car wash syndication investment group based in Milwaukee, WI that builds next generation car washes. a seasoned IT consulting and sales leader, Rob has spearheaded numerous large-scale digital transfor

Find more from Rob Wolfe: 

• Website: https://www.wolfestrategic.com
• Linkedin: https://www.linkedin.com/in/robertalanwolfe/
• Email: [email protected]

Connect with Jake Rosenthal: 

• Website: https://www.purelegacies.com
• TikTok: https://www.tiktok.com/@jake.r.rosenthal
• Instagram: https://www.instagram.com/jake.r.rosenthal/
• Youtube: https://www.youtube.com/@Jake.Rosenthal

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Do you feel like you're in a downturn and looking to turn it around? 

In this episode, we sit down with Jeremy Jenson, the dynamic CEO of Encore Search Partners, to explore his journey from humble beginnings to leading a top-tier headhunting firm. Jeremy shares his insights on the benefits of starting a business during a downturn, the power of strategic hiring, and the importance of sticking to your core values. Listen in as Jeremy unveils his unique approach to recruitment and business growth, providing valuable lessons for entrepreneurs and executives alike..

Key Points:

• Starting a Business in a Downturn: Jeremy explains why economic downturns can be the best time to launch a business and how it can lead to long-term success.
• Headhunting Defined: Learn about Encore Search Partners’ aggressive and unique approach to headhunting and how they differentiate themselves in the market.
• Scaling Through Strategic Hiring: Discover the importance of hiring the right people, and how Jeremy’s experience with EOS (Entrepreneurial Operating System) transformed his business.
• Personal Insights and Anecdotes: Jeremy shares personal stories from his career journey, including his competitive drive and the pivotal moments that shaped his business philosophy.

What we discuss: 

[01:00] Jeremy’s Background and the Move to Entrepreneurship 

[05:00] Headhunting and Business Model 

[10:00] Starting a Business in a Downturn

[25:00] Personal Anecdotes and Lessons Learned 

About Jeremy Jenson: 

Jeremy Jenson is the dynamic CEO and founder of Encore Search Partners, a premier headhunting firm based in Houston, Texas. With a reputation for his innovative approach and relentless drive, Jeremy has built Encore Search Partners into a powerhouse in the recruitment industry, specializing in poaching top talent for corporations seeking a competitive edge.

Jeremy's journey into entrepreneurship began in 2010 when he launched his first business, an email marketing and lead generation company. His early experiences taught him the importance of strategic thinking and adaptability. In 2013, recognizing a gap in the market, he pivoted to establish Encore Search Partners, focusing on high-stakes headhunting and executive search services.

Find more from Jeremy Jenson: 

• Website: https://encoresearch.com
• Linkedin: https://www.linkedin.com/in/jeremyjenson/
• Instagram: https://www.instagram.com/jeremyjenson/

Connect with Jake Rosenthal: 

• Website: https://www.purelegacies.com
• TikTok: https://www.tiktok.com/@jake.r.rosenthal
• Instagram: https://www.instagram.com/jake.r.rosenthal/

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Are you missing out on the easiest way to give yourself a raise?

What if I told you that there's a simple way to significantly reduce your tax liability and keep more money in your pocket? In fact, it's a strategy that the wealthiest individuals have been using for years to build and protect their wealth.

The answer lies in real estate investing.

In today’s episode of The Life On Your Terms Podcast, I sit down with Zach Lemaster, the founder of Rent to Retirement, the nation's leading turnkey investment company. Zach reveals the incredible tax benefits that real estate investors can take advantage of, such as accelerated depreciation and cost segregation. By utilizing these strategies, you can potentially offset your income, save thousands on taxes, and reinvest that money to grow your wealth exponentially.

If you're a high-income earner looking to reduce your tax bill and build long-term wealth, this episode is a must-listen. Zach breaks down the numbers and shares real-life examples of how investors are using these strategies to achieve financial freedom.

Zach Lemaster is the founder & CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker that has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial, and new construction. 

What we discuss:

00:23 Zach's background and journey into real estate investing

03:30 Zach's first investment property using a VA loan

04:13 The power of consistency in real estate investing

06:19 How Rent to Retirement works with investors

15:47 Real estate investing as a simple and tangible asset class

19:13 Investing out of state and the benefits of turnkey investing

25:17 The "short-term rental loophole" for accelerated depreciation

28:00 In-depth explanation of real estate professional status and tax benefits

40:30 Combining short-term rentals and cost segregation for tax advantages

48:45 The importance of setting incremental goals in real estate investing

To learn more about Zach Lemaster:

Website: https://www.renttoretirement.com/ 

Instagram: @renttoretirementinvest 

Find more from Jake Rosenthal:

Website: https://www.purelegacies.com/   

https://www.jrvacations.com/  

TikTok: https://www.tiktok.com/@jake.r.rosenthal 

Instagram: https://www.instagram.com/jake.r.rosenthal/ 

YouTube: https://www.youtube.com/@Jake.Rosenthal  

Podcast: Life On Your Terms with Jake Rosenthal  

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Do you ever feel like it's too late to make a significant change in your life or career? Many people believe that once they reach a certain age, their opportunities for growth and success are limited. But what if I told you that this couldn't be further from the truth?

In my latest podcast episode, I join Rami Odeh to discuss his inspiring story. He faced major setbacks in his 50s, only to rebuild his life and business from the ground up. He shares his journey of resilience, adaptability, and the importance of maintaining a strong sense of purpose throughout his life.

If you're feeling stuck or limited by your age, this episode will provide you with the motivation and practical insights you need to break free from those beliefs and start living life on your own terms. Don't miss out on this powerful conversation. 

Rami F. Odeh is the founder of FormWell Personal Fitness Training, a personal training company located in Sandy Springs, GA. Founded in 1999, in the over 20 years Rami ran and owned the business, FormWell helped over 5000 clients achieve their exercise and weight loss goals. Rami sold this business in 2019 to pursue his next dream career: motivational speaking, writing, and coaching. 

What we discuss:

01:57 - Experiences with psychological testing 

04:46 - The importance of using data from measurement devices 

07:57 - Rami's book trilogy "Quiet the Noise" and his writing process

11:45 - Rami's experience with anxiety and panic attacks,

18:14 - Motivating people to make healthy lifestyle changes

19:50 - Rami's business challenges during the 2008 financial crisis 

32:33 - A sense of purpose 

36:37 - How Rami rebuilt his business at 55 years old 

43:53 - Men's physique transformation program

59:13 - The power of saying no to opportunities that don't align with your values and passions

To learn more about Rami Odeh:

Website: https://coachrami.com/ 

Books: https://coachrami.com/books 

Facebook: https://www.facebook.com/QuietTheNoise/

Find more from Jake Rosenthal:

Website: https://www.purelegacies.com/   

https://www.jrvacations.com/  

TikTok: https://www.tiktok.com/@jake.r.rosenthal 

Instagram: https://www.instagram.com/jake.r.rosenthal/ 

YouTube: https://www.youtube.com/@Jake.Rosenthal  

Podcast: Life On Your Terms with Jake Rosenthal 

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Are you feeling stuck in your corporate job and want to finally break free to find entrepreneurial success?

Brian Luebben's story is a testament to the power of the environment, strategic financial planning, and the relentless pursuit of personal growth. Join us on this episode as Brian, the mastermind behind the Action Academy, walks us through his transformative journey from tech sales in Atlanta to creating a life centered around freedom and entrepreneurship in the vibrant city of Austin. His narrative isn't just about change; it's a blueprint for redefining success on your own terms.

Dive into the heart of financial liberation as Brian lays out his four-step framework for achieving freedom. His method isn't just theory—it's a lived experience that took him from a high-paying job that cost his soul to a diversified approach encompassing real estate and his passion project, the Action Academy Podcast. Brian's story is a compelling mix of savvy investment moves and the pursuit of passions that pay, proving that it's possible to create a portfolio that reflects both your financial goals and personal joys. From the intricacies of navigating boutique hotel investments to the thrill of building a business that aligns with your life vision, Brian exposes the nuts and bolts of making your money work for you.

What we discuss:

(00:01) - Career Change and Entrepreneurial Journey

(06:12) - Financial Freedom in 4 Steps

(12:51) - Strategic Clarity in Asset Selection

(23:43) - Transition From Corporate to Entrepreneur

(29:18) - Passionate Income Through Travel and Transformation

(39:23) - Life Lessons and Personal Growth

(48:54) - Growth, Leadership, and Vision in Business

(52:10) - Navigating Management and Entrepreneurship Challenges

(56:47) - Action Academy Podcast and Community

To learn more about Brian Luebben:

Website: https://brianluebben.com/w2toworldtravel/

Podcast: The Action Academy | Millionaire Mentorship For Your Life And Business

Instagram: https://www.instagram.com/brianluebben/

Find more from Jake Rosenthal:

Website: https://www.purelegacies.com/   

https://www.jrvacations.com/  

TikTok: https://www.tiktok.com/@jake.r.rosenthal 

Instagram: https://www.instagram.com/jake.r.rosenthal/ 

YouTube: https://www.youtube.com/@Jake.Rosenthal  

Podcast: Life On Your Terms with Jake Rosenthal 

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.

Do you have a stable & high-paying job but still have the urge to transition into a different career path so you can experience greater freedom?

In this episode of Life on Your Terms, my guest Rich Somers shares the secrets to transforming high-pressure discipline into entrepreneurial success. Rich is both a master of both the skies, previously working as an air traffic controller, and the real estate market, now an expert in real estate investments.

We unravel the mindset shift ignited by "Rich Dad Poor Dad" and share both of our gutsy moves into multifamily units, revealing the blueprint to trading a 9-to-5 for the autonomy of real estate. We map out how anyone with grit and determination can navigate the leap from secure employment to financial freedom.

What we discuss:

(06:53) Career Uncertainty and Unexpected Opportunities(08:59) Real Estate Investing Journey(13:28) Investing for the Future(19:01) Life-Changing Decisions and Renewed Energy(25:34) Real Estate Underwriting and Mastermind Growth

To learn more about Rich Somers:

Website: ⁠http://www.somerscapital.com/invest⁠

Podcast: ⁠The Rich Somers Report ⁠

Instagram: ⁠@richsomers⁠

Find more from Jake Rosenthal:

Website: ⁠https://www.purelegacies.com/⁠   

⁠https://www.jrvacations.com/⁠  

TikTok: ⁠https://www.tiktok.com/@jake.r.rosenthal⁠ 

Instagram: ⁠https://www.instagram.com/jake.r.rosenthal/⁠ 

YouTube: ⁠https://www.youtube.com/@Jake.Rosenthal⁠ 

Podcast: Life On Your Terms with Jake Rosenthal

Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you’d like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.