Traversing Entrepreneurship

In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Matt Theriault, the CEO and founder of Epic Real Estate. Matt shares his journey from the music industry to real estate, highlighting the challenges he faced and the valuable lessons he learned. He discusses creative financing strategies, the importance of finding profitable deals, and how to build wealth through real estate investment. Matt also explains the transition to turnkey real estate investments and how these can simplify the process for investors.

Throughout the episode, Matt and Derek cover key aspects of entrepreneurship and real estate, including the significance of legacy, the shift from employee to business owner, and how to set expectations with investors. They also touch on the strategies for making real estate a reliable source of passive income and preserving wealth in the long term. Matt offers practical advice for new investors, emphasizing the importance of understanding market trends and learning from mistakes.

• Real estate is a proven path for creating wealth.

• Creative financing can open doors to property acquisition without initial capital.

• Networking and building a strong reputation are key to attracting opportunities.

• Turnkey investments are a powerful way to simplify real estate investing.

• Wealth preservation strategies are essential for long-term financial success.

• The BRRRR strategy is an effective tool for growing wealth.

• Passive income through real estate requires thoughtful management and planning.

• Setting clear expectations with investors ensures smooth transactions.

• Real estate is fundamentally a people-driven business that thrives on relationships.

This episode provides valuable insights into how real estate investment can lead to financial freedom and long-term wealth creation. Matt's experience and strategies are a great resource for anyone looking to succeed in the real estate market.

00:00 - Introduction to Entrepreneurship and Real Estate 01:07 - Matt Theriault's Journey from Music to Real Estate 08:06 - The Turning Point: Discovering Real Estate as Wealth Creation 10:48 - Creative Financing: Acquiring Properties Without Capital 12:04 - The First Deal: Learning by Doing 20:34 - The Second Deal: Building Reputation and Partnerships 27:55 - Transitioning to Turnkey Real Estate Investments 30:03 - Wealth Preservation Strategies in Real Estate 31:41 - The Importance of Legacy in Real Estate Investment 34:06 - Breaking the Cycle: From Employee to Entrepreneur 38:36 - Learning from Mistakes: The Value of Experience 39:32 - Regrets and Lessons: The Bigger Deals 44:43 - Setting Expectations with Investors 47:37 - Making Real Estate Passive Income 52:39 - Advice for Novice Real Estate Investors

Connect with Matt:

Email: [email protected]

Website: EpicRealEstate.com

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall'Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

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In this episode of Traversing Entrepreneurship, we are extremely excited to be joined by Jake Wagner, CDMP as he shares proven strategies and insights to help financial professionals attract their ideal clients, deliver exceptional service, and grow a sustainable business. Whether you're a seasoned advisor or just starting out, you'll find actionable tips and real-world examples to take your practice to the next level. Tune in and start optimizing your marketing, operations, and client experience today.

This week on Traversing Entrepreneurship:

0:01:55 Jake discusses what motivated him to start his own agency instead of continuing to work for other startups.

0:05:00 Jake explains his transition from technical advising to a full-stack marketing agency approach.

0:09:10 Jake and Derek discuss the importance of aligning marketing efforts with the advisor's unique personality and brand.

0:13:15 Jake shares how his upbringing in the financial planning profession influenced his focus on supporting that industry.

0:20:00 Jake emphasizes the importance of the "doctor frame" when working with clients, versus a "salesman" approach.

0:25:00 Jake outlines his three-part consulting process for helping financial professionals with their marketing.

0:32:44 Jake discusses the challenges of working in an oversaturated market and the importance of finding the right advisor-client fit.

0:40:45 Jake provides advice for aspiring entrepreneurs on focusing first on their offer and ideal client.

1:18:22 Jake shares how to get in touch with him and his key recommendations for financial professionals, including having a marketing plan, meaningful metrics, and the right tools and advisors.

Connect with Jake:

LinkedIn: https://www.linkedin.com/in/jacobbwagner/

Email: [email protected]

Website: www.4fp.co

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

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If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode, we are joined by Sairan Aqrawi as she shares her remarkable journey from Kurdish immigrant to successful business coach and mentor. After initially struggling to adapt to life in the US, Sairan discovered her true calling in coaching and personal development, transitioning from a decades-long engineering career. She emphasizes the importance of clarity, focus, and grit when pursuing entrepreneurial goals, drawing parallels between parenting and leading teams. Sairan's story underscores the value of progress over perfection, and how setbacks can ultimately shape one's path to success. Whether you're a young professional or an experienced entrepreneur, Sairan's advice on identifying your "hidden gems" and not being afraid to pivot will inspire you to reach new heights. Connect with Sairan on LinkedIn or Instagram for a free coaching consultation. This week on Traversing Entrepreneurship: [0:00 - 2:00] Introduction to Sairan Akrawi and her background as a Kurdish immigrant to the US

[2:00 - 6:00] Sairan's initial struggles and challenges adapting to life in America, and the importance of having the right mindset

[6:00 - 11:00] Sairan's transition from engineering to coaching and mentoring, discovering her "hidden gem" talents

[11:00 - 16:00] The pivotal moment when Sairan decided to pursue coaching over continuing her PhD program

[16:00 - 21:00] Sairan's perspective on progress over perfection, and the value of diverse experiences

[21:00 - 26:00] Advice for young professionals and entrepreneurs: clarity, focus, and grit

[26:00 - 31:00] The importance of self-belief, competence, and not being your own worst critic

[31:00 - 36:00] Sairan's tips on handling disappointments and setbacks as an entrepreneur

[36:00 - 41:00] Parallels between parenting and leading teams, the power of leading by example

[41:00 - 47:00] Sairan's offer of free coaching consultations, and Derek's introduction of his own business Connect with Sairan:

LinkedIn: www.linkedin.com/in/sairan-aqrawi-m-sc-993bb61a3

Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the owner of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

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If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Ever wonder what it takes to build a successful business from scratch? Join us as we sit down with serial entrepreneur Brad Zapp to get the inside scoop on his journey from wealth management to founding a cutting-edge digital VC firm. You won't want to miss this eye-opening conversation!

Brad Zapp is a CFP, was a former founder of an independent Wealth Advisory Firm, sold that, and founded a Digital Venture Capital firm that uses AI to vet opportunities. he is now bringing his private Strategy to the public by registering with the SEC and will be distributing his fund thru the independent Advisor channel he started his career in. This week on Traversing Entrepreneurship:

0:00:35 - Introducing Brad Zapp

0:02:08 - Brad Zapp discusses transition from wealth management to founding digital venture capital firm

0:05:00 - Differences between private equity and venture capital

0:10:00 - Role of venture capitalists in financing innovative, technology-driven companies

0:13:04 - Evolving entrepreneurship landscape and successful outcomes beyond IPOs

0:14:13 - Success in venture capital, shares examples of successful investments

0:19:24 - Importance of founder psychology, how firm uses it in due diligence

0:26:33 - Firm's digital approach to venture capital, especially during COVID-19

0:32:34 - Using AI and machine learning to enhance investment process

0:39:26 - Story behind "Wendell" name for firm's AI assistant

0:42:02 - Brad discusses biggest challenges in creating, growing VC firm in Midwest

Connect with Brad:

Website: www.conneticventures.com

LinkedIn: https://www.linkedin.com/in/zapper/

Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

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If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Christophe Dessaigne joins us to share his entrepreneurial journey, from starting a tech company helping blind people to co-founding the online grocery store Jack B. He talks about the challenges of the online grocery industry and how Jack B is tackling them. Christophe also opens up about his personal growth, dealing with childhood wounds, and advice for aspiring entrepreneurs. You do not want to miss this episode! Christophe Dessaigne is a co-founder of JackBe, a disruptive, online-only grocery store model based out of Oklahoma City that aims to serve people and build His Kingdom. Prior to that, Christophe spent seven years working for a faith-based private equity firm based in Indiana. Christophe's previous business experiences spanned several sectors, from technology to media to retail, both in Europe and the US. For each of his previous posts, Christophe was responsible for providing strategic oversight and leadership. Christophe has been married to his wife, Melissa, for 16 years, and together, they have three children—ages fourteen, twelve, and eleven—to keep them busy. In 2022, Christophe and his family relocated to France for a short season but continued to work in the US. Christophe enjoys cooking and hosting family and friends (old and new), traveling, trail running, mountain climbing/hiking, and any outdoor activities.

This week on Traversing Entrepreneurship:

0:00:38 - Introducing Christophe Dessaigne

0:01:45 - Speaker's background and early entrepreneurial journey, including a technology company.

0:03:31 - Transition to co-founding Jack B.

0:07:28 - Explanation of Jack B's unique online grocery model, focusing on curbside pickup.

0:09:47 - Comparison of Jack B's model to delivery-focused online grocery services.

0:12:30 - Approach to creating efficiencies in the online grocery industry.

0:15:19 - Top successes and failures with Jack B.

0:19:49 - Pivot towards partnering with big box stores as a solution provider.

0:24:23 - Explanation of Jack B's financial model and potential for market growth.

0:30:16 - Personal journey of addressing childhood wounds and seeking emotional healing.

0:35:59 - Advice for aspiring entrepreneurs and high potential leaders.

0:46:02 - Opportunities for consulting, investment, and connecting.

Connect with Christophe:

LinkedIn: https://www.linkedin.com/in/christophe-dessaigne-01085517/

Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

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If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Jenna Biancavilla, a multipreneur, joins me in this episode to discuss her journey from pre-med to finance, highlighting her dynamic career shift due to a career assessment. She founded Pearl Capital in 2016, aiming to provide unbiased financial advice. Jenna also launched Savvy, a tech company vetting financial advisors, and an online masterclass, Elevate Your Wealth. She emphasizes the importance of hiring early, delegating tasks, and maintaining a flexible work environment. Jenna advised aspiring entrepreneurs to find their passion, understand their limitations, and have a clear end game. She also stresses the importance of transparency in financial advice and the need for a succession plan.

This week on Traversing Entrepreneurship:

Jenna Biancavilla's entrepreneurial journey, from pre-med to finance advisor

Challenges Jenna faced working in the finance industry at large firms

Jenna's decision to start her own firm, Pearl Capital, to better serve clients

Additional business ventures, including Savvy and an online course

Challenges of managing multiple businesses and the benefits of a holding company

Lessons Jenna learned, including mistakes with hiring and firing employees

Advice for aspiring entrepreneurs, including finding passion and defining an end game

Importance of transparency and trust when working with financial clients

Jenna's contact information and encouragement for listeners to reach out

Connect with Jenna:

Website: thepearlcapital.com

LinkedIn: https://www.linkedin.com/in/jennabiancavilla/

Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn

If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

In this episode, I sit down with Wes Matthews, the CEO and co-founder of Stealth Consulting. Wes shares his journey from the corporate world to the entrepreneurial realm, and how he's now helping other entrepreneurs succeed through his fractional CMO services. Learn about the power of the EOS system, the importance of finding the right team, and Wes' advice for those looking to start or grow their own business.

This week on Traversing Entrepreneurship:

0:00:06 meet Wes Mathews

0:01:16 Discussing the start of Wes' entrepreneurial journey.

0:02:45 Transitioning out of the day-to-day operations.

0:05:13 Explaining the trust issues with marketing companies.

0:07:34 Achieving rapid growth with Stealth Consulting.

0:12:52 Comparing entrepreneurship to a boxer's mentality.

0:19:17 Avoiding delusion as a visionary entrepreneur.

0:24:47 Reflecting on the timing of business decisions.

0:33:51 Asking what you really, really want.

Connect with Wes:

Website: https://stealthconsulting.com

LinkedIn: https://www.linkedin.com/in/wesleymathews/

Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, Derek Dall'Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

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If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Dr. Allen Lomax joins Derek to share his personal journey of overcoming struggles and setbacks through mindfulness, empathy, and personal growth. They discuss their experiences in real estate investing, including strategies for raising capital and sourcing properties, and the importance of relationships and validation. They also explore the challenges of providing affordable housing in rapidly growing cities and the rising costs of rent for college students. Through their stories and insights, they emphasize the power of empathy and mindfulness in achieving success and making impactful investments.

This week on Traversing Entrepreneurship:

[0:00] Introduction - Derek Dall'Olmo welcomes listeners and introduces Dr. Allen Lomax

[5:30] Allen shares his personal story of struggles with identity and depression as a young person

[10:20] Allen discusses finding fulfillment later in life through therapy, education, and helping others

[15:00] Allen talks about his passion for horses and discovering empathy and mutuality in relationships

[20:12] Allen explains his evolution from single-family real estate to commercial properties and capital raising for existing syndicates

[25:36] Allen discusses how he builds connections through his podcast and relies on it to find potential partners

[31:30] Allen talks about using mastermind groups for support and validation in real estate deals

[34:46] Derek and Allen discuss lessons around leverage from Allen's past experiences

[43:21] Allen bAllences his academic career with real estate investing by leveraging flexibility as a professor

[46:03] Derek and Allen discuss affordable housing challenges for local workers in vacation towns

[52:08] Derek expresses concerns about rising costs of college housing and its impact on students

[55:00] Allen offers a free strategic consultation and wraps up the discussion

Connect with Allen:

• Website: https://steedtalker.com/

• LinkedIn: https://www.linkedin.com/in/allenlomax/

• Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn

If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Derek Dall'Olmo interviews Matt Clark to discuss his experiences in leveraging AI and automation to build successful B2B marketing businesses. They emphasized the importance of finding the right people to hire and train, and highlighted the need for high-quality clients and the challenges faced by car dealerships in the current market. They also discussed their approaches to scaling sales and lead generation on LinkedIn, and prioritizing freedom and lifestyle in their businesses. Additionally, they discussed the importance of accountability in business, particularly in the context of marketing efforts, and emphasized the need for agencies and clients to work together to ensure timely responses, progress tracking, and responsible decision-making.

This week on Traversing Entrepreneurship:

Matt Clark, CEO of Virtual Edge, shares insights on B2B marketing with AI and automation.

Automating sales processes using LinkedIn.

Identifying ideal clients for B2B service providers.

Using AI to enhance networking and sales on LinkedIn.

Building systems for business success, personal freedom, and client success.

Taking responsibility in business and creating a successful marketing strategy.

Entrepreneurship, business growth, and tax strategy.

Connect with Matt:

Website: thevirtualedge.com

LinkedIn: https://www.linkedin.com/in/mattclarkrainmaker/

Email: [email protected]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn

If you enjoy the show, please leave a review on iTunes to help others discover the podcast.

This episode highlights the career journey of entrepreneur Gerald Rosengarten, from developing leisure suits to real estate projects, with an empire in solar energy. Gerald discusses his experience with dyslexia and efforts to help others with learning disabilities. The discussion provides advice on entrepreneurship, highlighted bureaucratic challenges, and generated action items around advocacy and new product launches.

"I went to a men's manufacturer and I was showing the jacket with a woman named Clara Hancock who was the premier writer for menswear daily, which was the main paper, she looked at the jacket and said let's call it leisure suit and that's how it was done." - Gerald Rosengarten

This week on Traversing Entrepreneurship:

0:25 - Exploring Entrepreneurship, Addressing Learning Disabilities, and Promoting Environmental Stewardship.

7:34 - Innovative Real Estate Development in New York City: A Focus on Unique Properties and Design.

16:25 - Insights into New York City Real Estate: Challenges and Key Lessons.

23:50 - Authoring a Book Amidst the Pandemic: Conquering Dyslexia and Emphasizing Resilience.

28:32 - Enhancing Accessibility: A Personal Journey Overcoming Dyslexia.

36:01 - Tackling Dyslexia: Utilizing Reading Overlays for Better Comprehension.

42:02 - Navigating Real Estate Development: Exploring Connections with Russia.

48:56 - Driving Success in Entrepreneurship: Book Promotion and Innovative Product Development.

55:42 - Strategies in Entrepreneurship: Tax Planning and Pioneering New Products.

Connect with Gerald:

• Website: https://www.jumponthetrainbook.com/

• Get his book: amazon.com/Jump-Train-Dyslexic-Entrepreneurs-50-Year/dp/1637556160/

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall'Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as "TreMonte"). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte's goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall'Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

Subscribe:

Apple Podcast | Google Podcasts | Amazon Podcasts | Stitcher | Spotify | Deezer | TuneIn

If you enjoy the show, please leave a review on iTunes to help others discover the podcast.