By John Casmon
5
263263 ratings
The podcast currently has 671 episodes available.
Shauna the Tax Goddess, CPA, MTax, CTC, CTS, is a two-time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 65 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought-after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.
Before starting her own company, Shauna had garnered experience and sharpened her skills working with leading corporations such as KPMG and American Express. She is a Certified Public Accountant (AZ) with a master’s degree in Taxation and is ranked in the top 1% of Tax Strategists in the entire country (per AICTC).
Her resourcefulness and mastery in her field have led her to be featured by numerous top broadcast media platforms such as Forbes, CNN Money, Daily Herald, Big News Network, Entrepreneur, CBS, FOX, ABC, Sonoran Living, The List, The Connect Show, The Arizona Republic and many more!
In this episode, we talked to Shauna about finding the right tax professional for your situation, tax preparer versus a tax strategist, available options to save on taxes, her book “The 6% Life”, how CPAs and tax strategists collaborate, tax strategies for real estate investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Tax Strategies;
02:18 Shauna's background;
05:44 Seeking the right tax professional;
11:57 Tax preparer vs. tax strategist;
14:24 Options to save on taxes;
18:35 About her book, "The 6% Life";
22:59 How tax strategists and CPAs collaborate;
27:05 Tax strategies for real estate investors;
32:03 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Running out of money frequently earlier.
Digital Resource: Cash Goblin.
Most Recommended Book: The 4-Hour Workweek.
Daily Habit: Getting up early and spending time with her pets.
#1 Insight for saving on your taxes: If you have kids, it’s all about them.
Contact Shauna:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Chris Grenzig, founder of JAG Capital Partners, brings a wealth of multifamily real estate expertise to the Jacksonville and Orlando areas. From 2016 to 2020, Chris worked with Toro Real Estate Partners, helping acquire over 4,000 units across 23 properties. During his last three years there, he expanded the company’s Florida portfolio from 0 to 1,000 units across seven properties in Jacksonville.
In 2020, Chris launched JAG Capital Partners as a vertically integrated real estate company focused on value-add multifamily properties in Jacksonville. Since then, he has acquired and managed over 150 units, currently holding 51. In January 2024, Chris opened JAG Property Management to serve other residential property owners, providing management for single-family homes, condos, townhomes, and multifamily units from 1 to 80 units.
In this episode, we talked to Chris about managing properties and real estate portfolios, common challenges he faces and how he resolves them, tips for investors making new acquisitions, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Property Management;
02:30 Chris' background;
11:57 Common challenges he sees with real estate portfolios;
24:14 Tips for investors making new acquisitions;
28:17 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: A triplex he invested in turned out to be way more costly than he expected, but he learned many lessons along the way.
Digital Resource: Podcasts.
Most Recommended Book: The ONE Thing & Essentialism.
Daily Habit: Using a to-do list application to prioritize emails.
#1 Insight for managing properties: Doing the work in a timely passion.
Best place to grab a bite in Orlando, FL: Prato.
Contact Chris:
Property Management Website
Capital Investing Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Joseph Kimbrough, founder of Apex Real Estate Investments, brings his lifelong pursuit of excellence from the basketball court and U.S. Marine Corps to the world of multifamily real estate. Joseph focuses on Texas and the Southeast, connecting high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to lucrative multifamily investments that drive generational wealth.
Joseph, a Dallas native, had a passion for business, which led him to real estate in 2019, starting as a professional deal finder. His commitment to equity and growth soon propelled him into multifamily investments. At Apex, Joseph’s mission is clear: deliver exceptional returns by collaborating with top operators and sponsor groups, ensuring long-term financial success for his investors.
In this episode, we talked to Joseph about real estate funds, wholesaling and launching them, about his own fund, common questions from potential investors, strategies to bring in more of them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Real Estate Funds;
02:18 Joseph's background;
04:20 Wholesaling and launching a fund;
10:07 An insight into his fund;
15:31 Questions he receives by potential investors;
19:37 Strategies to bring in investors;
26:13 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Investing in a property that did not pay distributions for a long time.
Digital Resource: Alux.
Most Recommended Book: How to Be Rich.
Daily Habit: Reading something that provides him more wisdom.
#1 Insight for investing in a fund: Know the operator, and understand where your money will be at.
Best place to grab a bite in Dallas, TX: Frisco Gun Club & The Queen of Sheeba.
Contact Joseph:
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Jeremy Dyer is the founder of Starting Point Capital, where he helps high-performing sales professionals, small business owners, and franchise owners generate passive income, diversify their investment portfolios, and reduce tax liabilities through real estate investments. An active real estate investor since 2012 and a passive investor since 2015, Jeremy has raised tens of millions of dollars for multifamily real estate syndications and personally invests his own capital and time into each deal he sources, ensuring alignment with his clients’ interests.
Motivated by his own need for passive income and tax reduction early in his career, Jeremy discovered that multifamily real estate offers significant ROI and tax advantages compared to traditional 401k plans. His passion for educating others on these benefits led him to establish Starting Point Capital as a way to guide clients in achieving financial growth through real estate syndications.
In this episode, we talked to Jeremy about jumping through obstacles as first-time investors, best-in-class sponsors, his insights and lessons learned on syndication deals, passive investing, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Passive Investing;
02:36 Jeremy's background;
07:54 Tips for jumping through obstacles for first-time investors;
16:53 An insight into best-in-class sponsors;
26:15 Lessons he learned via syndication deals;
29:29 An insight into capital calls;
34:55 Round of Insights;
38:56 Advice for passive investors
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Losing his college tuition while investing in stocks during the dot-com bubble.
Digital Resource: LinkedIn.
Most Recommended Book: The Hands-Off Investor and his upcoming book, The Fundamental Investor.
Daily Habit: Running.
#1 Insight for investing as a limited partner: Educating yourself and doing your due diligence is key to take the right action.
Best place to grab a bite in Minneapolis, MN: The Butcher’s Tale.
Contact Jeremy:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Lisa Benson is the founder of DeBella DeBall Designs, a digital marketing agency dedicated to helping veteran entrepreneurs and small business owners grow and scale their ventures. Her journey began in the Army, where she developed leadership skills and resilience that now shape her approach to business. Leveraging her background in communication, management, and public administration, Lisa transitioned into entrepreneurship, specializing in strategic marketing.
With a bachelor’s in Management and a Master’s in Public Administration, Lisa has deep expertise in marketing automation, social media strategy, and business development. At DeBella DeBall Designs, she crafts personalized marketing solutions that drive sustainable growth and streamline operations. Lisa is passionate about supporting veterans, especially those facing challenges like PTSD, and empowering entrepreneurs to thrive using data-driven strategies.
In this episode, we talked to Lisa about scaling a business and the challenges that come with it, connecting to your audience as an entrepreneur, leadership and empathy, veterans and the mission of her company, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Marketing and Scaling Businesses;
02:18 Lisa's background;
10:37 The importance of benefits over features;
12:37 Challenges in scaling a business;
16:34 Tips for entrepreneurs on connecting with their audience;
24:04 An insight for leaders and to lead with empathy;
25:44 Her focus on the veterans;
30:22 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Having issues with paying for her education, eventually allowing her to be where she is today.
Digital Resource: Her planner, which she calls “The Best Planner Ever”.
Most Recommended Book: 10x Is Easier Than 2x.
Daily Habit: Listening to meditation, and having a power hour where she works on her business.
#1 Insight for leveraging marketing to scale your business: Consistency is key.
Best place to grab a bite in Fort Hood, TX: Kempner Brick Oven.
Contact Lisa:
Website
Lisa's "Managing Mastery" Framework:
Link
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Tommy Harr, born and raised in Columbus, Ohio, leveraged his background in home inspection and blue-collar skills to build a successful career in real estate investing. After playing college athletics and graduating, Tommy initially followed in his father’s footsteps as a home inspector but soon discovered the potential of real estate investing. By applying his hands-on expertise to property wholesaling, flipping, and rentals, he reached millionaire status by 27, enabling him to retire his mother and, eventually, his wife.
Today, Tommy continues to expand his rental portfolio while teaching others nationwide how to achieve financial freedom through real estate. He shares insights and strategies through his Instagram and social media, helping others make the most of their skillsets in real estate.
In this episode, we talked to Tommy about his first ever deal, what to look for in a contractor, an insight into building the right team, the importance of systems and processes, diversifying investments, social media and how to leverage it,, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Scaling Real Estate Businesses;
02:03 Tommy's background;
06:05 His first ever deal;
10:16 What to look for in a contractor;
12:35 An insight into building the right team;
17:12 The importance of systems and processes;
19:05 His approach in diversifying investments;
21:11 Leveraging social media the right way;
30:03 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His physical injury and the opportunities for learning it brought to him.
Digital Resource: A deal analyzer he created.
Most Recommended Book: Who Not How.
Daily Habit: Going to gym every day.
#1 Insight for scaling a business: Invest in your people.
Best place to grab a bite in Columbus, OH: Roosters.
Contact Tommy:
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Andrew Bowen serves as Senior Vice President of Strategic Partnerships at LeaseLock. With over 30 years of industry experience, Bowen supports the company’s strategic partnerships and provides industry-leading thought leadership. Prior to joining LeaseLock, Bowen spent 13 years at a leading real estate ERP provider. During his tenure there, he hosted a thought-provoking podcast series, featuring innovative investors and operators. For over a decade, his focus has been on the tools that help investors and operators of multifamily real estate drive yield through better leveraging data and analytics.
Bowen is passionate about empowering groups that invest in multifamily real estate to leverage data to drive superior returns for investors. Considered one of the experts on revenue management in multifamily, he is a regularly featured speaker on both the webcast and conference circuit. Bowen started his career in rental housing while in college, which led to operating roles in growing hospitality and multifamily companies. He holds a Bachelor of Science in Aquatic Biology from the University of California at Santa Barbara. Outside of his passion for rental housing, Bowen enjoys spending time at the gym and at the lake with his wife of 25 years and his two sons.
In this episode, we talked to Andrew about his company LeaseLock, asset optimization, the challenges property owners face, modern fraud methods and how to avoid them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Vetting Residents;
02:15 Andrew's background;
08:57 An insight into asset optimization;
12:24 The challenges property owners are facing;
22:12 More about Andrew's company;
31:21 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Following his superior-by-title’s instructions and not speaking up his mind about his vision regarding the business he was in, in the early days, causing a failure within the company.
Digital Resource: Any identity and income verification apps.
Most Recommended Book: The Daily Stoic.
Daily Habit: Journaling daily.
#1 Insight for vetting residents: Trust but verify.
Best place to grab a bite in Dallas, TX: Loro.
Contact Andrew:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Keshav is the principal and founder of Clive Capital, a private equity firm based out of New York City. Clive Capital helps everyday investors, primarily tech employees, passively invest outside of the stock market into alternative assets including real estate, energy, small businesses, and more. So far, we have helped investors passively invest into over 1,000 apartments and 500 single family homes across 4 different markets in the U.S. Keshav is also a partner at Legacy Acquisitions, a real estate development firm focused on ground up construction of Build-to-Rent communities.
In addition to his experience as an investor, Keshav is also the host of the Investing for Generational Wealth Podcast which helps investors understand the many opportunities available through alternative investments. Previous to founding Clive Capital, Keshav was a software engineer working at top tech companies, including Amazon and Facebook.
In this episode, we talked to Keshav about the importance of the due diligence process, why one should invest in real estate besides other options, an insight into his fund for investors, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Passive Investment;
02:36 Keshav’s background;
09:56 The importance of the due diligence process;
20:16 Why one should invest in real estate;
27:05 An insight into Keshav's fund for investors;
31:49 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: His very first investment.
Digital Resource: His YouTube channel.
Most Recommended Book: The Hands-Off Investor.
Daily Habit: Planning the next day beforehand.
#1 Insight for being a successful passive investor: Take your due diligence seriously and learn who you’re investing with, what you’re investing into, and properly understand it.
Contact Keshav:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Brandon Cobb is the owner of HBG Capital, a real estate firm specializing in providing investors with superior risk-adjusted returns and principal protection backed by real assets in Nashville's residential single-family sector. Through HBG Capital’s construction arm, Brandon oversees new developments, land rehabilitation, and residential property projects. Additionally, HBG Holdings, the acquisition branch, works with local communities to rezone and redevelop land, aligning with community visions.
Before transitioning into real estate, Brandon was a medical device sales representative. Today, he manages over $22 million annually in first-time homebuyer housing and build-to-rent communities. Featured in publications like REI Wealth, Realty 411, and Forbes, Brandon is passionate about using business as a tool to create memorable experiences with loved ones.
In this episode, we talked to Brandon about, challenges in building new communities, what the passive investors should look out for, the right questions to ask before investing, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Community Developments;
02:19 Brandon's background;
21:10 Challenges in building new communities;
26:29 What the passive investors should look out for;
31:35 The right questions to ask;
35:25 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: Trying to work on every job available within his work, and not creating a team.
Most Recommended Book: 10x Is Easier Than 2x.
Daily Habit: Working out, eating healthy and cold plunging.
#1 Insight for investing in new developments: Meet with people, get on calls, trust your gut but also spend time with the people you’re going to trust your money with.
Best place to grab a bite in Nashville, TN: Sunda for asian cuisine, Eddie V’s for seafood and Oak Steakhouse for steak.
Contact Brandon:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA.
Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifamily real estate syndications.
Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. In addition, Arn is a limited partner in over 500 units located in the Southeast and Mountain West.
Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives they’ve always wanted to live.
In this episode, we talked to Arn about the real estate market in 2024, retirement and his approach to “re-defining retirement”, his current real estate portfolio, his team and the key to its success, as well as what the future holds for them, and much more.
Announcement: Learn about our Apartment Investing Mastermind here.
Long-Term Investments;
02:33 Arn's background;
03:43 An insight into the real estate market;
10:15 Re-defining retirement;
12:48 Arn's current real estate portfolio;
19:21 The key to success for his team;
26:28 What the future holds for him and his team;
28:06 Round of Insights
Announcement: Download our Sample Deal package here.
Round of Insights
Apparent Failure: The 2008 crisis affected his investments.
Digital Resource: His mobile phone.
Most Recommended Book: Best Ever Apartment Syndication Book.
Daily Habit: Working out daily.
#1 Insight for investing long-term: Live below your means, invest the difference, and therefore, be one step closer to financial freedom.
Best place to grab a bite in Greenville, SC: Urban Wren.
Contact Arn:
Website
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
The podcast currently has 671 episodes available.
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