Our guest today is Mathew Pezon, the driven CEO of Pezon Properties, as he shares his remarkable journey from the corporate world to real estate success.

Mathew's story is one of determination, resilience, and unwavering passion. As a former chemical engineer turned Fulbright Scholar, Mathew made the leap from a nine-year side hustle to becoming a full-time real estate investor. Today, he oversees a thriving team of buy-and-hold experts, managing over 200 rental units in the Lehigh Valley, PA.

In this episode, Mathew offers invaluable insights into the world of real estate investing, including strategies for finding, financing, and repositioning deals in a competitive market. He emphasizes the critical role of mindset and financial literacy in achieving success, highlighting the importance of continuous education and mentorship.

Moreover, Mathew delves into the risks associated with contractors, emphasizing the significance of effective money and schedule management. He shares his philosophy of investor mindset and producer mentality, focusing on value creation and problem-solving for both people and properties.

Whether you're an aspiring real estate investor or a seasoned pro, this episode is packed with actionable advice and inspiring anecdotes that will fuel your journey toward financial independence.

To learn more about Mat and Pezon Properties, visit:

https://www.pezonproperties.com/

To connect with Mat and Pezon Properties on social media, visit:

https://www.facebook.com/Pezon.Properties 

https://www.instagram.com/pezonproperties 

https://www.linkedin.com/company/pezon-properties 

https://twitter.com/pezonproperties
https://www.youtube.com/channel/UCL0YWi9DlwygcS_u0v0rtsg

To learn more about Josh and Wealth In Yourself, visit:

www.wealthinyourself.com

Connect with us on social media at:

https://www.instagram.com/wealthinyourself 

https://www.linkedin.com/company/wealth-in-yourself/

https://www.youtube.com/@wealthinyourself 

⁠https://www.facebook.com/⁠officialwealthinyourself

https://twitter.com/josh_stlaurent
https://tiktok.com/@wealthinyourself

Today’s guest is Sam Ingrassia, serial entrepreneur and CEO of Budgetsimple, a membership portal for personal finance content creators.  He has built out not only lessons that help people learn about personal finance but also calculators to help people run their own numbers.  He partners with advisors who help a wide range of clients and businesses and his background in software engineering means he and his team can customize the portal to the needs of the team they’re working with. 

Budgetsimple is a personal finance membership portal that offers lessons and calculators to help people learn about personal finance and run their own numbers.

Budgetsimple works with advisors and 401k providers to offer financial wellness as an employee benefit and financial planning as an employee benefit.

Advisors can use Budgetsimple to attract clients by meeting them where they're at, focusing on niche marketing, and building a flywheel of content and engagement.

Learn more about Sam and Budgetsimple at:

https://www.budgetsimple.com/

Connect with Sam and Budgetsimple on social media:

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

LinkedIn: https://www.linkedin.com/company/budget-simple

X/Twitter: https://twitter.com/budgetsimple

YouTube: https://www.youtube.com/c/Budgetsimple

Our guest this week is Carla Titus, Founder/CEO of Wealth & Worth Within and a Fractional CFO who provides accessible financial consulting services to business owners. With over 16 years of corporate finance expertise, she is on a mission to redefine the financial landscape for entrepreneurs. 

Carla guides her clients through the intricacies of financial planning, analysis, and strategy for their businesses. Her commitment to empowering clients goes beyond just numbers; it's about growing profits, securing cash reserves, and ensuring business owners pay themselves well, paving the way for personal wealth.

Join the conversation as Carla shares invaluable insights on taking control of cash flow, achieving financial clarity, and turning financial goals into tangible realities! 

https://www.wealthworthwithin.com/ 

LinkedIn: https://www.linkedin.com/company/wealthworthwithin/

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

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

YouTube: https://www.youtube.com/@wealthworthwithin 

Twitter: https://twitter.com/wwwithin 

In this episode, we sit down with Matt Burton, Founder and CEO of SAVANT-AI, for an exploration of the transformative and dynamic intersection of AI and wealth. From his financial roots at Charles Schwab and Fidelity Investments to pioneering the future with SAVANT-AI, Matt shares his journey and insights into the ever-evolving landscape of AI.

In a candid conversation, Matt delves into the birth of SAVANT-AI and its potential to reshape industries and lives. From unlocking the positive impacts of AI on time management, strategy, and business enhancement to unraveling the darker sides involving misinformation and security risks, Matt provides a comprehensive view of the AI landscape. 

The discussion goes deep into the challenges and limitations of AI in finance, touching on data quality, bias, and ethical considerations. Matt forecasts the future of AI, envisioning a world without borders and a globally interconnected workforce. 

Tune in to gain profound insights into the dynamic world of AI, its potential risks, and the limitless possibilities it holds for shaping our collective future.

Take Matt’s AI Bootcamp (4-Weeks, Cohort-Based)

https://maven.com/savant-ai/ai-bootcamp-your-2024-transformation

Connect with Matt on social media:

LinkedIn: https://www.linkedin.com/in/savant-ai

LinkedIn (company): https://www.linkedin.com/company/savant-ai-inc

Twitter/X: https://twitter.com/Savant_AI_

YouTube: https://www.youtube.com/@SAVANT-AI

This week we dive deep into the financial labyrinth with Bryan Huhn, the Founder and Anti-CEO of Reflective Wealth. Bryan's journey is a tale of breaking free from the shackles of traditional wealth management.

Having spent over a decade advising financial advisors at Wall Street behemoths, Bryan realized the incongruity of selling investment products he couldn't believe in. Now, with Reflective Wealth, he's rewriting the rules.

This is not just a podcast; it's a manifesto against the status quo. Bryan shares insights from his unique path, liberating investors from the myths perpetuated by high fees and opaque financial strategies.

To learn more about Bryan’s work, visit: ⁠https://reflectivewealth.com⁠

Connect with Bryan on social media at:

LinkedIn: ⁠https://www.linkedin.com/in/bryan-huhn-cfp%C2%AE-b93a6311/⁠

This week we dive into the world of real estate transformation with Jonathan De Gouveia, a seasoned real estate investor with a passion for turning distressed properties into thriving investments.

Discover the art and science behind Jonathan's success, specializing in the acquisition, renovation, and strategic exit of distressed residential real estate. His unique approach involves completing full rehab projects in as little as 60 days, maximizing returns for clients and investors alike.

In this conversation, Jonathan unveils the secrets to managing the entire lifecycle of a property, from purchase to tenant placement. Learn about his commitment to providing high-quality affordable housing and ensuring the best returns in the market.

Whether you're a turnkey investor or a private money lender, Jonathan's insights into carefully selected neighborhoods, impressive cap rates, and solid interest rates make this episode a must-listen for anyone interested in the art of real estate alchemy.

To learn more about Jonathan’s work, visit: ​​https://www.jndcapital.com/ 

Connect with Jonathan on social media at:

Facebook: https://www.facebook.com/jndcapital Instagram: https://www.instagram.com/jdcapitalllc/ 

LinkedIn: https://www.linkedin.com/in/jonathan-de-gouveia-638515217/ 

LinkedIn (company): https://linkedin.com/company/j-d-capital-llc/ 

In this illuminating episode of The Wealth in Yourself Podcast, we sit down with Dasarte Yarnway, a 4-time Investopedia Top 100 advisor and the visionary Founder & CEO of Yarnway Wealth Management. With over a decade of experience, Dasarte specializes in crafting financial plans tailored for California business owners.

Join us as Dasarte shares his journey from a budding independent advisor to a sought-after financial influencer. As the author of three impactful books and the host of the Altruist podcast, he's dedicated to changing the financial services landscape for underrepresented clients and advisors.

Yarnway Wealth Management focuses on helping business owners optimize revenue, design their best lives, and plan for a secure retirement. Dasarte's mission goes beyond numbers; it's about breaking barriers, inspiring dreams, and achieving true financial freedom.

To learn more about Dasarte and his work, visit:

https://www.yarnwaywealth.com

https://www.linkedin.com/company/yarnwaywealth

Our guest this week is Aaron Ameen, a Hybrid Real Estate Professional who has mastered the art of seamlessly blending multiple professional roles for holistic success.

As the voice behind "The Hybrid Real Estate Professional" newsletter and podcast, Aaron generously shares insights from his experience and expertise building an expansive real estate portfolio. 

While navigating a demanding full-time career in consulting and starting a family, he and his wife embarked on a remarkable journey to acquire 8 rental properties across 3 different states in just 6 years. But he doesn't stop there; he's also a Business Coach, working with professionals eager to build their own rental real estate portfolios.

In this episode, Aaron shares how he embraced his identity as a Hybrid Professional and leveraged his diverse skills to achieve his ambitious goals. Aaron Ameen's journey is proof that with the right mindset and strategy, you can thrive in the world of real estate, even amidst a busy career and family life.

To learn more about Aaron and his work, visit:

https://www.aaronameen.com

Listen to Aaron's podcast "The Hybrid Real Estate Professional"

Connect with Aaron on Social Media: 

Our guest this week is Nate Astle, LMFT, CFT-I™, Founder of the Financial Therapy Clinical Institute, a collaborative practice that aims to holistically help to change how people think, feel, and behave around money.In this episode, we delve deep into the world of financial therapy as Nate shares his insights on how emotions impact our financial decisions, the importance of addressing financial trauma, and how therapists, counselors, and financial planners can work together to integrate financial wellness principles into their practice.

Nate’s work isn’t just about numbers; he’s here to shed light on the profound impact financial therapy can have on individuals and couples as they begin their emotional and financial healing journey.

To learn more about Nick’s work and the Financial Therapy Clinical Institute, visit:
https://www.financialtherapyclinicalinstitute.com

Connect on Social Media: ⁠https://www.linkedin.com/in/nathanastle/

Join us as we sit down with K. Alexander Shapiro, the Co-Founder and CEO of CanMonkey.com, a pioneering Vacation Rental Trash Solution. What started as a small venture during the pandemic has grown into a behemoth, servicing over 5,000 properties across 80 cities.

But CanMonkey.com is more than just a trash service; it's a glimpse into the evolving gig economy. Alexander shares how CanMonkey.com is providing opportunities for "can-runners" to earn money by delivering trash to curbs, similar to popular food delivery apps like Uber Eats and GrubHub.

What sets Alexander and CanMonkey.com apart is their dedication to solving problems. He despises the word 'no' and goes above and beyond to find innovative solutions for the operational challenges property managers face weekly. And that's not all – CanMonkey.com is breaking new ground by expanding into pool cleaning services, further enhancing their mission to simplify property management.

Get inspired by Alexander's entrepreneurial journey, his commitment to problem-solving, and his expansive vision for the future of property services.

www.CanMonkey.com

Connect on Social Media:

https://www.linkedin.com/company/canmonkeyinc/

https://www.instagram.com/canmonkeyinc/

https://www.tiktok.com/@canmonkey.com

https://www.facebook.com/CanMonkey

https://www.youtube.com/channel/UCha6rByeYqvhNrTbA5fwUPg