Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need.

A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people’s lives.

What You Will Learn:

• Who is Robb Munger?

• Rob shares his early experiences in real estate, influenced by his father's involvement in construction and real estate.

• How did he purchase his first property—a duplex—at age 17 with his father's help?

• Rob talks about his time in military college, becoming a second lieutenant, and the impact of military discipline on his life.

• When did he decide to focus on business?

• Rob elaborates on his journey through different types of real estate investments, including fix-and-flips and land development.

• What are the different investment strategies?

• Differentiation between traditional buy-and-hold strategies and commercial property investment for accelerated appreciation.

• Discussion of cost segregation as a method for maximizing tax benefits through accelerated depreciation.

• Rob shares details about his current investments, including climate-controlled storage units and an industrial building for seasonal storage.

• How cost segregation can impact debt service ratios and the financial flexibility it offers investors?

• What is Exodus Place?

• Rob's personal journey that led to his involvement in nonprofit work after a chance encounter with a homeless individual.

• Rob’s transition into a leadership role within the nonprofit sector and his efforts to turn the organization around financially.

• What are the challenges in nonprofit leadership?

• What is the difference between active and passive income and how Exodus Place represents a proactive solution to homelessness?

• The importance of building relationships and understanding the needs of individuals in the community, shifting the focus from purely financial metrics to human connections.

• Rob reflects on his personal growth throughout this journey and the lessons learned from working alongside those he aimed to help.

• Darin shares how everyone can contact him.

Additional Resources from Robb Munger:

• Website: https://www.exodusplace.org/

• Email: [email protected] 

• Phone: +1 (616) 550-8090

• Linkedin: https://www.linkedin.com/in/robbmunger/

• Facebook: https://www.facebook.com/ExodusPlace/

• Instagram: https://www.instagram.com/exodus.place.gr/

• YouTube: https://www.youtube.com/channel/UCMrDXQpIbWhBJbOV-dhJQZA

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Darin has a foundational commitment to learning and firmly believes you will grow and prevail with education and execution. 

Along with his two children, he launched The NeverQuit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. The organization’s mission is to broadly educate young adults on the power of passive cash flow for income and prepare financially for a potential crisis in healthcare costs. Darin is a proud and engaged father of two exceptional adult teens, an active Tiger 21 member, and an honored alumnus of the University of Oklahoma.

What You Will Learn:

• Who is Darin Davis?

• Darren shares his journey, including his educational background (a marketing degree from the University of Oklahoma) and early career in sales.

• Darren shares personal anecdotes, including the impact of his father's unexpected passing on his decision to change careers.

• How did his journey in real estate eventually lead him to build businesses and focus on cash flow generation?

• Darren reflects on the influence of discipline learned from his military family background and how it applies to his business practices.

• The importance of structure and discipline.

• Darren shares insights on the value of failure as a teacher, likening it to physical atrophy and the need for continual mental engagement.

• The concept of "rescue capital" is introduced, where developers seek financial assistance to complete projects and stabilize cash flow as they wait for market conditions to improve.

• Darren explains how they are providing preferred equity, which offers priority payments over common equity and a targeted cash flow return of 10-12% for investors.

• The importance of thorough underwriting is emphasized, as they evaluate investments as if they might take over the asset, ensuring they are well-informed about the project's performance.

• Darren highlights the growing interest in South Carolina, particularly beyond well-known areas like Greenville, noting the affordability and potential for growth.

• How improved infrastructure has made suburban areas around Austin more accessible, enhancing their appeal to residents.

• Darren explains their approach to preferred equity, emphasizing the protective advantage it provides over common equity in their investments.

• Darin shares how everyone can contact him.

Additional Resources from Darin Davis:

• Website: http://www.presarioventures.com/, https://clubcapital.co/

• Email: [email protected]

• Phone: +1 (512) 567-2600

• Linkedin: https://www.linkedin.com/in/davisdarin/

• Facebook: https://www.facebook.com/profile.php?id=61555027193762

• Twitter: https://x.com/clubcapitalco

• Instagram: https://www.instagram.com/clubcapitalco/

• YouTube: https://www.youtube.com/@ClubCapitalCo

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

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HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Jason Balin is a real estate private lender based in Maryland. He concentrates the majority of his time as a partner of Hard Money Bankers. Jason provides market knowledge in many real estate asset classes from personally investing in private notes, residential houses, office, multi-family and self-storage projects. He has written 3 books and currently hosts 2 podcasts: Private Lenders Podcast and Real Estate Reserve Podcast. Jason also runs a mastermind group helping other private lenders grow their own hard money companies called HardMoneyMastermind.com

What You Will Learn:

• Who is Jason Balin?

• Jason shares his early experiences with real estate, including house flipping and working as a mortgage broker.

• After realizing he preferred lending over flipping houses, Jason co-founded Hard Money Bankers in 2007.

• What are the challenges and rewards of house flipping versus lending?

• Jason explains how economic fluctuations affect real estate investing and lending practices.

• What is the importance of conventional loans for primary residences and their influence on the real estate market?

• How do private lenders operate independently of conventional financing, yet are still affected by market dynamics?

• What is the significance of understanding conventional and private lending when navigating the real estate market?

• How does short-term capital affect interest rates for institutional hard money lenders, contrasted with private lending practices?

• What are blanket loans and their potential benefits for property investors?

• Jason emphasizes the importance of creativity in structuring deals and finding the best financing solutions.

• What is the process of obtaining a hard money loan compared to private and conventional bank loans?

• Overview of the criteria used in evaluating loan applications: Collateral, Character, Capacity, and Credit.

• Emphasis on the importance of a solid deal to ensure both lender and borrower benefit.

• Jason reflects on his early experiences with flipping and his eventual shift towards acquiring rental properties.

• How do monthly payments work and the process of refinancing with banks after property renovations?

• Jason shares his strategy of controlling payment schedules to ensure contractor accountability and performance.

• Tips on managing supply costs and oversight of contractor expenditures.

•  

• Jason shares how everyone can contact him.

Additional Resources from Jason Balin:

• Website: http://www.hardmoneybankers.com/

• Email: [email protected]

• Phone: +1 (240) 994-7662

• Linkedin: https://www.linkedin.com/in/jasonbalin/

• Facebook: https://www.facebook.com/hardmoneybankers

• Twitter: https://twitter.com/hardmoneybanker

• Instagram: https://www.instagram.com/hardmoneybankers

• YouTube: https://www.youtube.com/hardmoneybankers

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.

What You Will Learn:

• Who is Whitney Elkins-Hutten?

• Whitney's diverse educational background, transitioning from public health to real estate.

• Whitney shares her first experience in real estate in 2002 when she bought a house that needed significant rehab.

• How her initial investment turned profitable, leading to a realization about financial independence.

• The importance of understanding one's identity and impact in the world beyond traditional career paths.

• How to create wealth plans and the importance of financial education.

• The benefits of leveraging investments in real estate to maximize returns.

• Whitney emphasizes the importance of both active and passive investments for financial freedom.

• Analysis of current market conditions and the importance of understanding supply and demand dynamics.

• What is the importance of understanding the tenant needs and market demographics when investing in multifamily housing?

• What are the methods for identifying and analyzing investment properties, including using data from CoStar and relationships with developers?

• The importance of playing defense in business to protect profits.

• Use of technology to optimize the customer experience and streamline operations.

• Whitney shares how everyone can contact him.

Additional Resources from Whitney Elkins-Hutten:

• Website: https://www.passiveinvesting.com/, http://ashwealth.com/, https://biggerpockets.com/moneyfortomorrow

• Email: [email protected]

• Phone: +1 (970) 988-9076

• Linkedin: https://www.linkedin.com/in/whitneyelkinshutten/

• Facebook: https://www.facebook.com/WhitneyHuttenInvesting

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Brian Davis is a real estate investor, personal finance writer, and cofounder of SparkRental with over two decades in the real estate and finance industries. He owns fractional shares in over 2,000 units, and regularly contributes as a real estate and personal finance expert for BiggerPockets, Inman, Best Ever Real Estate, R.E.tipster and more.

Along with his wife and daughter, he spends most of the year overseas living by his own rules. He loves hiking, cooking, pairing wine with said cooking, scuba diving, and occasionally surfing (badly). Most of all, he loves showing others how they too can create their ideal lives through real estate investing and lifestyle design.

What You Will Learn:

• Who is Brian Davis?

• Brian shares his transition from college to a career in the mortgage industry.

• His experience in subprime mortgage lending and eventual pivot to hard money loans for real estate investors.

• Personal impact of the 2008 financial crisis, including significant financial losses.

• Brian’s decision to leave the lending field and transition to an e-commerce company servicing landlords.

• Explanation of passive real estate syndications as group investments in larger properties.

• Benefits of passive investing, including appreciation, cash flow, and tax benefits without the responsibilities of management.

• What is the importance of collective input from club members in evaluating investment opportunities?

• Explanation of how each deal is structured as a unique LLC, with members receiving proportional ownership based on their investment.

• Clarification on fractional ownership as a model where participants own a share of the property through the LLC.

• Comparison of traditional timeshares with modern fractional ownership concepts.

• Brian and his partner's role in networking with syndicators to find reputable sponsors.

• Importance of selecting sponsors with a strong track record and risk mitigation strategies.

• Brian's insights on the significance of loan terms, interest rates, and the implications for investments.

• The value of being part of a community that analyzes deals collectively, providing both learning and networking opportunities.

• Brian shares how everyone can contact him.

Additional Resources from Brian Davis:

• Website: http://www.sparkrental.com/

• Email: [email protected]

• Phone: 1-2157716418

• Linkedin: https://www.linkedin.com/in/g-brian-davis/

• Twitter: https://x.com/@Sparkrental

• Facebook: https://www.facebook.com/sparkrental/

• Instagram: https://www.instagram.com/sparkrental/ 

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Mark is the owner of Frontier Properties, a highly successful land investment company. With over 6,000 raw land deals completed since 2001, Mark is widely recognized as the country's most trusted authority on buying and selling undeveloped land within the United States. His book, "Dirt Rich," serves as the ultimate guide to building passive income through raw land investments.

Mark can share insights on how investing in raw land offers a simpler and more lucrative approach compared to traditional real estate. Listeners will discover the secrets to achieving total freedom by growing their net worth, increasing cash flow, and minimizing labor through passive income strategies.

What You Will Learn:

• Who is Mark Podolsky?
• Mark shares his background as an investment banker specializing in mergers and acquisitions.
• How did he learn land investing?
• Mark shares his first land investing experience.
• Advantages of land investing over traditional real estate.
• Mark shares his frustrations with managing traditional real estate,
• What is Economic Dependency?
• Mark explains the goal of generating passive income that exceeds fixed expenses, allowing for work to be optional.
• What is his strategy for selling the acquired land?
• What are the benefits of Passive Income from raw land?
• Land investing can be done from anywhere in the world, benefiting from remote work.
• The importance of real assets in inflation and economic uncertainty, and how cash transactions mitigate risks.
• Market timing is less critical for land investing due to the absence of debt and how different economic cycles affect buying and selling.
• Mark shares a quote from Zig Ziglar about the long-term benefits of dedication and hard work in achieving financial success.
• Mark shares how everyone can contact him.

Additional Resources from Mark Podolsky :

• Website: https://www.thelandgeek.com/
• Email: [email protected]
• Phone: 480-586-6688
• Linkedin: https://www.linkedin.com/in/thelandgeek
• Twitter: https://x.com/TheLandGeek
• Facebook:https://www.facebook.com/thelandgeek
• YouTube: https://www.youtube.com/TheLandGeek

Attention Investors and Agents

• Are you looking to grow your business?
• Need to connect with aggressive like-minded people like yourself?
• We have all the right tools, knowledge, and coaching to positively effect your bottom line.
• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Since his first rental property purchase in 2012, Ian has broadened his involvement in real estate with property flipping, providing housing for subsidized tenants and now working actively in the self-storage industry. Currently Ian and Team own and operate 700k SF of Self Storage, 250 rental units and industrial sites. He’s excited that he has earned his retirement from firefighting to be fully engaged with his family and in the company he co-founded with Daniel Mathe, Equity Warehouse. Ian is a licensed private pilot and enjoys his free time in the skies.

What You Will Learn:

• Who is Ian Horowitz?

• Ian emphasizes the significance of investing in real estate as a means to achieve financial freedom.

• Ian’s transition from being a fireman to becoming a real estate investor.

• The notion of earning money passively while wanting to spend more time with family is discussed.

• What are the risks associated with long-term employment, particularly in politically charged jobs like firefighting, and the potential for pension systems to fail?

• Ian shares a story about an acquaintance who built a successful rental portfolio, which motivated him to pursue real estate.

• The impact of institutional capital on their investment strategy and the decision to explore markets in the Midwest.

• What are the benefits of Self-Storage?

• Ian shares strategies for growing their portfolio, including innovative ways to increase revenue from existing properties.

• The importance of having a solid management team, including operations managers and staff, to support business growth.

• Ian stresses the importance of focusing on quality deals that provide cash flow, rather than chasing numerous low-value transactions.

• What is the importance of delegating responsibility while maintaining control over the business?

• The importance of focusing on human connections before pursuing deals,

• Ian shares how everyone can contact him.

Additional Resources from Ian Horowitz :

• Website: http://www.equitywarehouse.com/

• Email: [email protected]

• Phone: +1 (267) 446-4092

• Linkedin: https://www.linkedin.com/in/ian-horowitz-255185106/

• Facebook: http://www.facebook.com/equitywarehouse

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Kristi Service Nowrouzi has been in the real estate industry since she was 17 years old. Starting off as a part time receptionist at a very busy real estate office in her hometown, she quickly learned the ins and outs of the business. Just after high school, she got her real estate license with the intention of selling real estate. Unfortunately, self doubt and excuses got in the way and so Kristi went into property management. Fast forward a few years, she got her mortgage license and was a loan officer for 6 years until the global financial crash in 2008, where she pivoted into negotiating short sales for 4 years.

Kristi also worked as a Realtor with Keller Williams and then a boutique firm in downtown Sarasota, FL. She knows just how difficult it can be to procure a lead and then bring that lead to a successful closing. Fast forward to current day, Kristi has over 12 years experience originating mortgage loans and partnering with Realtors, Divorce Attorneys, Financial Advisors and CPAs to serve their clients with a high standard of excellence.

Having closed over $100,000,000 in loans and serving hundreds and hundreds of families, and working with hundreds of agents at all levels, Kristi has taken her years of experience and created a learning platform designed to propel brand new agents (and those with little guidance and training from their broker) to new heights of knowledge and confidence.

What You Will Learn:

• Who is Kristi Service?
• Kristi shares diverse roles in real estate over 23 years.
• Kristi's current focus is on helping others through coaching and teaching.
• What is the importance of viewing failures as learning opportunities?
• The significance of personal growth alongside professional development.
• What are the common issues faced by buyers, particularly related to credit?
• Discussion on the mental barriers related to credit for various groups, including investors.
• Importance of managing credit ratios for maintaining access to credit.
• The distinction between installment loans and revolving credit, with emphasis on the risks of overutilization.
• Explanation of how revolving credit (e.g., credit cards) can negatively impact credit scores if overutilized.
• The concept of maintaining credit utilization below 30% to avoid penalties from credit bureaus.
• Strategy for building wealth by converting primary residences into rental properties over time.
• Benefits of bi-weekly mortgage payments to reduce loan terms and interest expenses.
• Types of investment strategies: ground-up construction, fix and flip, and buy and hold.
• What is the Burr method?
• Emphasis on hiring property management services rather than self-managing to ensure profitability and reduce stress.
• What is the Debt Service Coverage Ratio (DSCR) loans?
• Importance of surrounding oneself with a strong team, including accountants, property managers, and creative lenders.
• Kristi shares how everyone can contact him.

Additional Resources from Kristi Service:

• Website: https://www.buildanagent.com/
• Email: [email protected]
• Phone: 407-590-4682
• Linkedin: https://www.linkedin.com/in/kristinowrouzi/
• Instagram: https://www.instagram.com/yourloansuperhero
• Facebook: https://www.facebook.com/KristiNowrouzi
• YouTube: https://www.youtube.com/@yourloansuperhero6393

Attention Investors and Agents

• Are you looking to grow your business?
• Need to connect with aggressive like-minded people like yourself?
• We have all the right tools, knowledge, and coaching to positively effect your bottom line.
• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Shauna A. Wekherlien, CPA, MTax, CTC, CTS is a two-time published author and the Founder of Tax Goddess Business Services. Tax Goddess is a fully digital firm with a skilled team of over 65 people worldwide that have saved their clients over $1 billion in taxes. Shauna advises business owners, investors, and entrepreneurs to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. She is ranked in the top 1% of Tax Strategists in the USA and has been featured on many platforms, including Forbes, CNN Money, Entrepreneur, CBS, FOX, ABC, and others.

What You Will Learn:

• Who is Shauna A. Wekherlien?

• How she transitioned from studying astrophysics to tax consulting.

• Shauna explains how she fell in love with the intricacies of tax law and strategy, comparing it to a chess game.

• The importance of tailoring tax strategies to individual circumstances, such as marital status and family situation.

• Shauna explains that the tax code allows smaller businesses and individuals to access the same deductions as larger corporations.

• How different personal and business goals influence tax planning, such as wealth transfer and real estate investments.

• How to assess whether a CPA is effectively using tax strategies in a client’s best interest, including the importance of specialization.

• How to identify critical strategies for real estate investors, such as cost segregation and aggregation elections?

• What is the Profit First method?

• Shauna shares insights from her experience scaling her accounting firm and managing a fully remote team.

• How tax planning can be used strategically for business growth, not just compliance.

• The importance of balancing offensive (growth-oriented) and defensive (compliance-oriented) strategies in business.

• What is the importance of having the correct business entity (LLC, S Corp, etc.) for tax benefits and legal protection?

• What are the benefits of the Cash Goblin app in automating savings and managing finances?

• How financial success relates to personal freedom and the overall quality of life.

• Shauna shares how everyone can contact her.

Additional Resources from Shauna A. Wekherlien:

• Website: https://podcasts.apple.com/us/podcast/top-1-of-tax-strategists-in-the-usa-specializing/id1396344349?i=1000591099545, https://podcasts.apple.com/us/podcast/secret-tax-strategies-of-wealthy-investors/id916463101?i=1000642185245, https://podcasts.apple.com/us/podcast/tax-planning-on-steroids-with-the-tax-goddess/id960041122?i=1000605726652, https://podcasts.apple.com/us/podcast/how-to-work-with-a-tax-strategist/id1432566703?i=1000622032896

• Email: [email protected]

• Phone: +1 (602) 362-7939

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

• Twitter: https://x.com/TaxGoddess

• Facebook: https://www.facebook.com/shaunataxgoddess?mibextidZbWKwL

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Joseph F. LoPresti is the seasoned founder of Arlington Wealth Management, with 39 years in the financial services industry and a history spanning more than two decades at the helm of his firm. Joe’s journey into finance is deeply rooted in his family’s legacy of perseverance and success. Married for 33 years, Joe is a proud father of three daughters who share his enthusiasm for life and the wine making tradition inherited from their ancestors.

His career, shaped by a critical view of Wall Street’s sales-dominated culture, forged a new path that led him to develop a proprietary investment methodology. His deep conviction that hard-earned wealth should be actively safeguarded has become the cornerstone of his unique client relationships centered around achieving security, prosperity, and peace of mind.

Joe’s passion for financial literacy inspires his multifaceted contributions to investor education, including radio segments, course teachings at local colleges, and the foundation of the Investor Education Institute (IEI).

What You Will Learn:

• Who is Joe LoPresti?

• His transition from working in brokerage firms to becoming an independent advisor.

• Recognition that investment management is only one aspect of wealth management.

• Importance of comprehensive wealth planning for affluent clients.

• What key factors should business owners consider to maximize business value and personal wealth?

• Why working with a cohesive and experienced advisory team important?

• What are the Benefits of a proactive planning team that communicates effectively?

• How to engage with wealth management services to unlock business value?

• How siloed advice can be integrated for better outcomes?

• Common regrets of business owners trying to manage their affairs alone.

• What are the five key focus areas for Business Owners?

• Difference between types of businesses (e.g., solo practitioners vs. multi-employee firms).

• What is the sellability score?

• Why integrating business strategy with personal wealth planning important?

• What is the importance of proactively designing an exit strategy rather than leaving it to chance?

• Joe shares how everyone can contact him.

Additional Resources from Joe LoPresti:

• Website: https://arlington-wealth.com/, https://www.exitbydesignbook.com/

• Email: [email protected]

• Phone: 847-670-4030

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

• YouTube: https://www.youtube.com/@arlingtonwealthmanagement4262

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Rosie Rourke is a dedicated wife and mother of two boys, Jordan and Tony, who also leads one of the top-producing real estate teams at Keller Williams MTS. With a career that began in 1996, Rosie has built a reputation for exceptional customer service and a remarkable track record in both buying and selling properties throughout the Northwest. Her passion for her clients shines through, and she is often asked if she is as happy as she appears; the answer is a resounding yes! Helping people achieve their real estate dreams is what drives her. 

Rosie has been honored with the prestigious “Five-Star Best Client Satisfaction” award, emphasizing her commitment to attentive, responsive service tailored to each client’s unique needs. In recognition of her contributions to the community, King County Councilman Reagan Dunn declared October 31st as Rosie Rourke Day in 2020. 

Despite over 25 years in the industry, Rosie continuously seeks new ways to enhance her service, proudly holding a Level 3 Graduate certification from The CORE—a prestigious program reserved for the top 1% of realtors nationwide. Additionally, she is part of an exclusive Mastermind Group with Gary Keller, the founder of Keller Williams. If you’re looking to buy or sell a home in the Greater South King County area, Rosie’s extensive expertise and unwavering dedication make her the ideal partner in your real estate journey.

What You Will Learn:

• Who is Rosie Rourke?

• What is the current state of the real estate market in Washington, emphasizing its attractiveness for investors?

• Rosie shares her background, including a negative experience with her first home purchase and how it inspired her to improve client experiences.

• How Rosie’s passion evolved from commercial to residential real estate, focusing on family needs and problem-solving.

• What is the importance of learning from established systems before Rosie attempts to innovate in the real estate business?

• Rosie discusses the evolution of her career, the formation of a small team, and the importance of leveraging resources for better work-life balance.

• What is the value of mentorship and learning from experienced professionals in the field?

• What is the responsibility of a leader to support not just their own family but also the families of their team members?

• The importance of shared values and trust when selecting teammates, rather than just geographical proximity.

• The concept of assumable mortgages and how clients can qualify for them, particularly for VA, FHA, and USDA loans.

• How to find properties with low equity and low-interest rate mortgages, and provide options for buyers to avoid private mortgage insurance (PMI)?

• What is the role of agents in educating clients about home-buying options and helping them feel empowered rather than stuck?

• Rosie shares how everyone can contact her.

Additional Resources from Rosie Rourke:

• Website: https://rosierourke.com/

• Email: [email protected]

• Phone: 206-719-5870

• Instagram: https://www.instagram.com/rosierourke/

• Facebook: https://www.facebook.com/RosieRourkeRealEstate

Attention Investors and Agents

• Are you looking to grow your business?

• Need to connect with aggressive like-minded people like yourself?

• We have all the right tools, knowledge, and coaching to positively effect your bottom line.

• Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

Our NEW book is out...order yours NOW!

Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

Get your copy here: https://amzn.to/3SV0khX

HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg