The Joe Robert Show

Happy 2021! In the first episode of the new year, Joe wanted to talk to you all about his 2020.  Everything that is positive and beneficial that happened in his business. From real estate transactions he thought that were at least a year out to how his first year in the vacation rental market went! Joe sits down and fields questions from his wife Jenn, tune into hear about the motto that Joe has decided to live by and what you should take into consideration too!  Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

To close out 2020 Joe is talking to Brecht Palombo of DistressedPro.com This is a perfect episode to help launch you into 2021. Brecht and Joe discuss how to create a successful plan when sourcing notes, and where you need to look to find them. Contacting big banks is not the way to go. Perhaps you need to create a professional relationship with a small local bank to be on their minds when deals come across their desk. Find out more tips and tricks on how to be successful in the Note Investing business in 2021 and beyond.  Contact Brecht Palombo at DistressedPro.com Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Analyzing all the Tapes you receive while doing due diligence in the note buying process can be overwhelming, and often lead to minor mistakes that can cost you. Have you ever wondered how much easier the process would be if it was automated for you in a program? David Putz has done just that with his company JKP Holdings. He is going to tell you how his system can improve your processes and ability to source notes. If you are a seasoned note investor you know what a big deal this opportunity is. If you are looking into becoming a note investor you are going to want to get in on this process. Contact David to learn more at [email protected] Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

On this episode of The Joe Robert Show, Joe is sitting down with Alex Coffman and Matt Teifke from Teifke Real Estate. Alex and Matt have taken the Austin, TX real estate market over and are climbing the ladder to success. They are constantly researching the market for deals to be had. Even starting a construction side of their business to fully encompass the market.  This episode will cover the importance of learning about real estate businesses, how to broaden one's investing opportunities by pushing your business to the next level and how to increase your net worth.

You can reach Alex and Matt at teifkerealestate.com  Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Have you always been interested in Multi-Family investing? But you have been unsure how to get started. Darin Batchelder is going to tell you secrets he believes are the key for getting involved in Multi-Family investing and how to be successful in the market. He is a great guy to learn from, he is going to tell you how to outsource your property management to increase your success and how it can help you focus on more important things. This interview is packed full of helpful tips and tricks you need to get started (or continue) in the Multi-Family syndication. Darin is a fellow podcast host, a multifamily syndicator, an investor in over 4,000 multifamily units, and business owner. You can reach out to Darin on Instagram @batchelderdarin His website https://darinbatchelder.com LinkedIN https://www.linkedin.com/in/darin-batchelder-8855b620 Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Charitable Lead Trusts and Charitable Remainder Trusts, you may have heard about them but you probably don't know how they can benefit you, and your future. Russell James, J.D., Ph.D., CFP; is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Russell is going to discuss with Joe all about the charitable options that are available to you and your family. Everything you need to know to get started in the process of charitable giving and how to monitor it over your lifetime. You can reach Dr. Russell James at @GenerosityProf on twitter and https://www.linkedin.com/in/encouragegenerosity Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Joe has been notorious for having industry leading guests on the show. This episode is no exception Derek Myron of Centura Wealth Advisory is going to discuss all about Tax planning & Charitable lead/ remainder trusts. He is going to tell you when is the right time in your life and career to consider implementing wealth management. Derek has been serving high net worth individuals and families since 1998, assisting them in the creation and implementation of carefully crafted plans to solving both their financial, and many times their life goals. Find Derek at http://www.centurawealth.com Connect with Joe Robert: [email protected] Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Charitable Remainder Trusts and Charitable Lead Trusts. What are they? Do you have one? Maybe you should! Joe sat down with John Smallwood of Smallwood Wealth Management to discuss these two types of trusts, and what you need to know to get started. As well as all the tax benefits that go along with them. 

You Can Find John Smallwood at: https://www.smallwoodassociates.com Facebookhttps://www.facebook.com/SmallwoodWealthManagement LinkedIn https://www.linkedin.com/in/john-l-smallwood

Connect with Joe Robert: [email protected] Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Do you have a 401k or a Self-Directed IRA? Are you looking to save on Taxes in your retirement accounts?

Damion is going to talk to you about how you can save taxes using a little known strategy called the eQRP that allows investors to control their financial future and get off the wall street roller coaster.

Damion Lupo is the CCO of the eQRP Co. and the lead architect of the eQRP® a unique and powerful system to put individuals in command of their own investments, tapping into the $25 trillion locked away in Wall Street. 

Connect with Joe Robert: [email protected] Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Do you own Real Estate properties? Are you aware of all the tax saving benefits available to you for owning these properties? 

On this episode we are speaking with Yonah Weiss the Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. Yonah has a background in teaching and a passion for real estate and helping others. Cost Segregation is a commonly used strategic tax planning tool that allows companies and individuals who have constructed, purchased, expanded or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes.

Connect with Joe Robert: [email protected] Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.