Expert(ish) Podcast

After a medical condition abruptly ended his career in the US Navy, Tony worked his way up to succeed in the civilian world. With a unique blend of hands-on and academic experience, he has developed a keen understanding of how life works and has found ways to give back to the military community.

In today’s episode of the Expert(ish) Podcast, our guest, Tony Teravainen will talk about how he helps military families deal with the challenge of transitioning into civilian life. 

Having experienced this crisis firsthand, Tony understands the struggles that military families face as they adjust to their new plans. 

Tony Teravainen is the CEO and co-founder of Support The Enlisted Project (STEP), a veteran nonprofit organization that builds financial self-sufficiency among junior active duty enlisted members and recently discharged enlisted veterans and their families facing financial crisis through counseling, education and grants.

Enjoy!

In This Episode

1:04 - Backstory of Tony Teravainen

9:52 - How Support The Enlisted Project (STEP) was born

15:37 - What he believes it takes to accomplish anything

20:11 - STEP's structure and operation

31:10 - How STEP generates funds to help military families

40:33 - Tony's journey into real estate investing

46:59 - His philosophy about how to take control of your life and finances

53:25 - Why having a mentor is very important

Favorite Quotes

"Every time you see this opportunity for something, if there's value in it, if there's personal growth value, if there's something that can be gained from that in you as a person and your character and your work discipline and your knowledge and your leadership skills and abilities. Think about that. DO IT. Because that's really how we grow." - Tony Teravainen

"When you sit down and you're writing strategies to grow your own businesses, crunching the numbers on your own rental property, it becomes very real." - Tony Teravainen

"The world cannot operate by academics alone and the world can't operate by hands alone. In the middle is where you really understand both sides of it because everything is a balance." - Tony Teravainen

"There's a lot of advocacy groups out there, a lot of information groups, and a lot of clearinghouses because not a lot of people do the hands-on work." - Tony Teravainen

"Whatever kind of side gigs, whatever kind of side hustles, and whatever kind of investments, at the end of the day, it's you against the machine." - Tony Teravainen

"There's no way I could have succeeded along all these different roads without people that are pulling for me, without people whispering in my ear, without people saying influential things, that I made these better decisions than the bad decisions." - Tony Teravainen

Engage with Tony Teravainen

Support The Enlisted Project (STEP) Website

Connect with Expert(ish) Podcast Host JAY JOHNSON

Call (858) 925- 4536

Website

LinkedIn

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With the pandemic still disrupting workplaces, remote work has become a global trend among companies. Though time and space can pose challenges for remote teams, having a system that helps them find their focus, tracks their progress, and provides visibility across all areas is the key to adapting to the new normal.

In this episode of the Expert(ish) Podcast, our guest, Scott Levy will talk about business systems and team organization. He will walk you through on how ResultMaps enables businesses to hit their targets faster by creating visibility and accountability across all teams. He will also discuss how visuals help people focus on what needs to be done and become more effective.

Scott Levy is the Founder and CEO of ResultMaps, a strategy execution platform that helps CEOs and their team get visibility into how they’re executing on their strategies every single day. ResultMaps increase productivity and effectiveness by helping you visualize your desired outcomes, plan and track daily steps to make your dreams a reality, organize actions and ideas to stay focused on the most important items, and partner, collaborate, and communicate with teammates.

Enjoy!

In This Episode

1:25 - Backstory of Scott Levy and how ResultMaps was founded

11:48 - The inspiration for creating ResultMaps

17:55 - The evolution of ResultMaps

27:24 - A few of Scott's aha moments

31:18 - How a systematized business process can be beneficial to a company's efficiency

34:24 - Why silos don't work in high volatility environments

40:08 - Visibility as a language of communication

52:26 - The most challenging yet rewarding part of the Result Maps journey

Favorite Quote

"In a time now where I think a lot of our blinders are off in terms of what's possible, we can be productive from anywhere and we can be productive also across time if we've got a clear vision of where we're going and we're tracking our progress." - Scott Levy

"If you're in business and you're able to thrive through the challenges and the changes, that's when the biggest success has happened." - Scott Levy

"The more you can systematize things and the more you can document that, you have a way that you're evaluating your progress over time. Having your process documented really makes a difference." - Scott Levy

"All we're talking about is taking the mental burden off your mind so you don't have to keep all these things in your brain. When you try to use your brain as a storage retrieval device, it's not what it's made for.  So getting things out of your head where you don't have to try to remember them is so key." - Scott Levy

"Visibility is important. You don't need micromanagement, but you can get help where you need it. And the people who are managing you or leading you get the insight they need to get better at helping you." - Scott Levy

"In order to see the decisions you're making and the work you're doing regularly, you've got to be tracking it." - Scott Levy

Engage with Scott Levy

ResultMaps Website

Connect with Expert(ish) Podcast Host JAY JOHNSON

Call (858) 925- 4536

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LinkedIn

Facebook

Instagram

Listen to more episodes of the Expert(ish) Podcast

iTune

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A successful investment decision is a product of a clear and complete understanding of the opportunities available. Whether you are a novice or an experienced investor, investment workshops are the best way to learn about the industry, establish professional relationships, and network with people who share your interests. While anyone can invest in real estate in one way or another, understanding the market can make a big difference on your journey.

Guides to understanding the real estate market

• Interest rate
• Appreciation
• Industry influence in the market

In today’s episode of the Expertish Podcast, Jay sits down with Jared Kelley for another round of investing techniques. They will talk about the recently concluded investment workshop, what you need to know before investing in real estate, and other creative ways to invest if you don't have cash on hand.

Jared Kelley is San Diego’s VA loan specialist. His passion is to help veterans and active duty service members own a piece of the land they defended. His goal is to teach them how to turn their home into more than a place to live, but a path to financial freedom.

Enjoy!

In This Episode

2:18 - What you need to know about the real estate market

5:12 - Factors that influence the economy

9:58 - An overview of cash on cash investments

13:36 - Creative ways to invest in real estate when limited on cash

Favorite Quotes

"If you don't guess the market, you just buy it and own it with your plan. And if your plan in real estate is to own for less than a year, that's not a plan. That's a hedge you've guessed. You might have otherwise sold some Bitcoin." - Jared Kelley

"The one thing that we're never going to be able to control is outside factors. But there are some key factors that we can be looking at, inflation." - Jared Kelley

"If you know the property that is a good deal and can be bought, every game can be solved with buying the property at the right number. Financing is available no matter what." - Jared Kelley

"You can be creative by understanding the markets that we're in right now and understanding people." - Jared Kelley

Engage with Jared Kelley

Call (619) 993-6065

Connect with Expert(ish) Podcast Host JAY JOHNSON

Call (858) 925- 4536

Website

LinkedIn

Facebook

Instagram

Careers in the military do not last a lifetime. As a military spouse, Kathryn invests time into learning things that she can put into action when the time comes. Being self-driven and a strong believer in herself, she is now dominating the restaurant industry, has multiple investments, and is on the way to build a restaurant from scratch.

The winning attitude that set you up for success:

• Believe in yourself
• Have the "I can do it" attitude

In this episode of the Expertish Podcast, Jay is joined by his good friend Kathryn Dew to talk about how a military spouse masters the food service and management industry. Her positive outlook, high level of self-confidence, and strong work ethic will inspire and motivate you to continue on your path to self-development and achieve your goals.

Enjoy!

In This Episode

1:21 - Backstory of Kathryn Dew

8:32 - Her mentality towards being a military spouse

18:04 - The ways in which her family maintains financial stability

23:55 - How to start investing even if you have little knowledge about the subject

30:26 - Kathryn's secrets to thriving no matter where her family is deployed

35:32 - How Kathryn operates in the workplace

46:03 - Her winning attitude that set her up for success

54:26 - What's next for Kathryn Dew

1:03:07 - How she got her first job promotion

Favorite Quote

"A lot of people in the military never necessarily think you're going to be wealthy. You don't really think you're going to have a lot to pass on to whoever is behind you, whoever you have left your kids, your family, whatever. Like it's just not something a lot of people even feel like they can dream about. And I think that conversation has to change. With hard work, with a smart strategy, you can build wealth for yourself and you can build wealth to pass on to your family." - Kathryn Dew

"Being a good business person is when you don't know something, find somebody that does and have them teach it to you." - Kathryn Dew

"Growing and developing as a person is being put into a situation in which you need to create and have this growth." - Kathryn Dew

"When you go into investing, you owe it to yourself to investigate what you're doing."  - Kathryn Dew

"I don't think not understanding a subject is the reason why you should not invest in it. Find somebody who understands the subject and have them guide you." - Kathryn Dew

"Almost anywhere you get deployed to or move to, you do have a support system if you're willing to reach out to it. And the other half of it is just your mindset. Like in my mind, I'm the greatest at what I do and nobody can tell me differently." - Kathryn Dew

"A leap of faith in yourself is important. The one thing I'm always going to do for myself, like day after day without failure is telling myself I can do it." - Kathryn Dew

Connect with Expert(ish) Podcast Host JAY JOHNSON

Call (858) 925- 4536

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Making money is not rocket science. It can be done in a variety of smart and creative ways. While building your wealth is possible in multiple means, having the right mindset and the power to take control of your finances can catapult you towards financial independence.

How to take control of your finances:

1. Take action: Preparation meets opportunity.
2. Expand your community: Your network is your net worth.
3. Continuous education: Learn from mentors and doers.

On the Expert(ish) Podcast today, Ryan Breznik, Erik Hitzelberger, and Jared Kelley get together once again to talk about everything real estate over a couple of whiskeys. They will cover topics such as how to get started investing in property, how to mitigate risks, and their future plan to launch an incubator for people interested in getting into the real estate market.

Enjoy!

In This Episode

2:12 - Jared's take on how to start investing in real estate

4:02 - Erik's advice on how to build a passive income the fastest

6:23 - Ryan's perspective on why people are afraid to invest

12:19 - Smart and easy steps for getting started with rental properties

16:32 - An investor's mindset when dealing with risk

26:09 - Why time is an investor's best friend

35:04 - The definition of an incubator in real estate

44:52 - The power of Roth IRA

52:17 - How Ryan, Jared, and Erik view past mistakes

1:03:07 - Creative ways to get a toe in the water on property investing

1:14:13 - What's next for Jay, Ryan, Jared, and Erik

Favorite Quotes

"At the end of the day, our goal here is to create passive income that exceeds our expenses. The fastest way to start building that passive income is to acquire the assets that are going to pay for it. The fastest way to acquire the assets is to use other people's money." - Erik Hitzelberger

"The number one way to get into real estate is to find a dealer and find a way to make money on it. But don't always shoot yourself short. Maybe there are other options, other strategies that could make sense besides saving up a bunch of money." - Jared Kelley

"The money is the easy part. There's a lot of money out there and it's sitting on the sidelines and people would gladly give it to you if you can show them a way to turn a profit from. If you can put together the deal, the money will come." - Erik Hitzelberger

"Sometimes we forget that our trade or our knowledge is worth something and it doesn't just have to be money that's on the table. Buying is the number one thing to do. If you buy right, the money's going to fall." - Jared Kelley

"You don't have to jump all into this multimillion-dollar rental company. It doesn't need to be multifamily, that's not maybe a starting point for you. It could be for somebody if you find the right deal. But for those who are just starting out, it can be smaller steps." - Ryan Breznik

"The worst place you can have your money is in cash. The higher the inflation rate, the worse that is. Everyone should have a savings account to cover unexpected costs. After that, the money that you have is losing value every single day. “ - Erik Hitzelberger

"If you're not working on developing your own operational plan for your finances, no one else is. It's just sitting there. Time goes by and time's never on your side." - Erik Hitzelberger

"Don't beat yourself up about those past mistakes. But utilizing them and analyzing that portion of your life or where you are as an investor is important." - Ryan Breznik

"Somebody is going to control your finances. Somebody is going to control your time. I think that person should be you. You're doing yourself a huge disservice if it's not you. So take the actions, find the right people, get yourself educated, and get started." - Erik Hitzelbeger

How to get connected:

Jared Kelley

Ryan Breznik

Erik Hitzelberger

Connect with Expert(ish) Podcast Host JAY JOHNSON

Call (858) 925- 4536

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Combining his two expertise, flipping multifamily investments and strong military background, Hutch The Marine Investor has found the right blend of helping people in the military.  As one of the main concerns after leaving active duty is cash flow, he is committed to bringing together veterans and high-net-worth investors to create passive income so veterans don't have to work another year in the civilian sector.

His goal:

• Help service members get their time back and enjoy life even before the age of retirement.

In today’s episode of the Expertish Podcast, our guest, Shelon "Hutch The Marine Investor" Hutchinson will talk about how he translates his military experience into successful multifamily syndication strategies. He will also speak about mindset, how he is able to lead and help people, and the power of networking and partnership.

Shelon “Hutch The Marine Investor” Hutchinson is a Master Sergeant (E-8) in the United States Marine Corps. Throughout his 22 years career, he has served in many leadership roles in Marine Corps aviation. He has successfully executed over $2.4 million in single-family real estate transactions, which include over $870k as a real estate agent (currently not active) and over $11m in multifamily property acquisition. Together Hutch and his partner Dr. Heath Jones own H Squared Capital, a real estate firm focused on syndicating multifamily apartments in the Southeast.

Enjoy!

In Today's Episode

1:38 - Backstory of Shelon "Hutch The Marine Investor" Hutchinson

6:09 - Why millennials have an advantage over older cadets in the Marine Corps

8:39 - How he came up with a strategy to help people

12:31 - What attracted Hutch to investing

16:28 - His journey into flipping multifamily properties

23:10 - What's next for Hutch the Marine Investor

29:56 - Why your actions on social media matter

Favorite Quotes

"What kind of generational changes can I make or improvements can I make? Curiosity feeds that passion and you can grow to a limitless potential." - Hutch The Marine Investor

"When you go back way into your life, you can figure out certain little things that have happened that puts you in the exact place that you are today." - Hutch The Marine Investor

"We will never be able to influence an individual if we do not understand their story. Not just their background, but what is that story that they repeatedly tell themselves." - Hutch The Marine Investor

"The eyes will not see, the ears will not hear where the mind is not looking for. So once you become aware of the future trying to create for yourself, it develops a curiosity." - Hutch The Marine Investor

"The cool thing about real estate is that you live where you want to live and invest where the numbers make sense." - Hutch The Marine Investor

"We are so interconnected nowadays, especially with social media, we are able to identify success and failures to ensure that we can mirror those successes and acknowledge those failures. We don't make the same mistakes." - Hutch The Marine Investor

"When you look at your responsibility in leadership, it makes you more engaged and it makes you want to create a better future for yourself and for your family." - Hutch The Marine

How to get connected with Hutch The Marine Investor

LinkedIn

Website

The Multifamily Real Estate Experiment Podcast

Southeast multifamily investor meetup

Connect with JAY JOHNSON

Call (858) 925- 4536

Website

LinkedIn

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Real estate investing is often referred to as a millionaire's game. The truth is, anyone who is dedicated to learning and has a strong faith in achieving big goals can build an empire and a powerful cash flow machine.

Steps to begin your journey into real estate:

1. Become familiar with the basics of real estate investing.
2. Understand how to structure deals.
3. Share it with people.
4. Create a partnership.

In today’s episode of the Expert(ish) Podcast, our guest, Tim Kelly will share how he's been able to do real estate investing while being on active duty. He will also discuss in detail the relationship between faith and mindset in achieving big goals, the impact of time management on success, as well as many other tips and hacks on how to achieve financial freedom through real estate investment.

Tim Kelly is the VP of Education and Co-Owner of Active Duty Passive Income (ADPI). He is helping active, veteran, reserve, and other military affiliated personnel realize their financial freedom goals through real estate investing. Tim also co-authored the #1 Best Selling book with ADPI titled: Military House Hacking!

Enjoy!

This episode is brought to you by Vouris –

We’re Vouris – we’ve developed a powerful framework that allows early-stage startup companies to build stronger sales teams and hit their revenue targets.

 We call it the 5 Components of Sales Effectiveness:

• People
• Process
• Message
• Technology
• & Leadership

Let us tell you exactly what to focus on to dramatically improve your results. We help early-stage startups hit their revenue goals and you are only one click away from more revenue.

In This Episode

00:36 - Backstory of Tim Kelly

6:19 - The myth most people have about real estate investing

7:43 - Tim's mindset toward setting big goals

12:15 - Why time management is critical to success

16:54 - An in-depth look at mobile home park investment

25:55 - How to own a free copy of the bestselling book, Military House Hacking

31:32 - Tim's time blocking and management techniques

39:31 - Another great way to invest in real estate besides using a VA loan

48:09 - Tim's advice for people from all walks of life

Favorite Quote

"If I can do that stuff, anybody can. And if you don't think you can, you are making up excuses that you don't have faith in yourself. And until you have faith in yourself, that's when you're going to start seeing some success." - Tim Kelly

"It's not all about money. It's all about the time and the freedom that you get when you have a lot of streams of income. And when you have a lot of streams of income, you have more choices, more abundance. You could deliver more value to more people and you can help more people." - Tim Kelly

"Many people think that you need millions of dollars, a ton of experience and a lot of time in order to be an owner in a large multi-family deal or like a big apartment complex. You just need a little bit of knowledge that anybody could learn and then you just need to understand how to structure deals and put deals together." - Tim Kelly

"Most people have set large goals but they don't have the faith that they could actually take it down. So they don't have the confidence to start making steps to take action. It all comes down to faith." - Tim Kelly

"You could morph your mindset and you could transition and literally change your mindset to be a completely different, way more successful and happier person." - Tim Kelly

"Never park your cash in a car or a mobile home that goes down in value. Park your cash in an asset that appreciates every single month, that goes up in value, and that you could borrow other people's money to go buy." - Tim Kelly

"Until you have faith in yourself, that's when you're going to start seeing some success. You need to hang out with other people who have faith in themselves and who are taking action on that faith and who are not being selfish, but they're building wealth for legacy and the generations behind them." - Tim Kelly

"Choose wisely who you hang out with because those are the people that you will directly reflect and emulate without even thinking about it." - Tim Kelly

Engage with Tim Kelly

Call or Text (847) 910-9161

Active Duty Passive Income Website

TheTimothyKelly.com

Military House Hacking Book

Active Duty Passive Income Podcast

YouTube

Facebook

Connect with JAY JOHNSON

Call (858) 925- 4536

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After being shattered by the market crash of 2008, Chris re-engineered his entire business to get back into the game. While strategy, relationship, and marketing are all equally important, growing yourself first is the most powerful key to move forward.

His process for creating a system that builds the foundation of his business:

• Find something that you like.
• Find someone in it that's still active.
• Put your blinders on for three years.

In today’s episode of the Expert(ish) Podcast, our guest, Chris Prefontaine will talk about why having a system is a game changer for a business. He will also share his 3-step process for creating a business system, why the timeline for building a successful business is unique to each entrepreneur, and how investing in yourself first can dramatically change your entire business life.

Chris Prefontaine is the Founder and CEO of Smart Real Estate Coach and author of the best-selling book, Real Estate On Your Terms. With over 30 years of experience in the real estate industry, he has been through several real estate cycles, leading him to have a deep understanding of the challenges and changes in the industry.  As an advocate of constant education, Chris coaches investors on how to properly scale and automate their business throughout North America without using their own cash, credit, or taking out bank loans to buy property.

Enjoy!

This episode is brought to you by Vouris –

 We’re Vouris – we’ve developed a powerful framework that allows early-stage startup companies to build stronger sales teams and hit their revenue targets.

 We call it the 5 Components of Sales Effectiveness:

• People
• Process
• Message
• Technology
• & Leadership

Let us tell you exactly what to focus on to dramatically improve your results. We help early-stage startups hit their revenue goals and you are only one click away from more revenue.

In This Episode

1:44 - Backstory of Chris Prefontaine

4:41 - The meaning of his book, Real Estate On Your Terms

6:24 - How he views the timeline for building a business system

11:49 - Why growing your business is impossible without growing yourself first

19:06 - One of their worst deal that served as a big learning experience

 24:36 - What Chris considered to be his greatest success

26:48 - His advice to anyone growing a business

27:58 - How he got started with writing a book

Favorite Quotes

"You cannot grow a company without growing people. And therefore you can't grow yourself if you're a solopreneur.  Without growing yourself, you just can't do it. So don't get frustrated. Don't be mad at yourself. If you're not growing it's because you're not putting your time into you. Your money won't grow without you." - Chris Prefontaine

"If you're following people, make sure you're following someone whose weathered storms, both personal and economic." - Chris Prefontaine

Schedule your free strategy call with Chris Prefontaine

Book HERE         https://smartrealestatecoach.com/action/

Connect with JAY JOHNSON

Call (858) 925- 4536

Website

LinkedIn

Facebook

Instagram

When investing, the number one thing that comes to mind is RISK. Although losing money is the inherent worry that most people have about real estate investing, being overly concerned with its downside will cause investors to overlook the great opportunity of its potential upside.

In today’s episode of the Expert(ish) Podcast, our guest, Alexander Felice will talk about why real estate is for everyone. He will also share great advice on how to play the game of property investing and how to deal with risks associated with it.

His advice:

• You need to be around people who are already doing what you want to do and are willing to be a sounding board for your success.

Alexander Felice is a Multifamily Apartment Syndicator and a Digital Media Storyteller.

He is passionate about learning almost anything and strives to become the best at it.

Being a rebel at heart, Alex is a contrarian by nature, but his words speak the truth.

Enjoy!

This episode is brought to you by Vouris –

 We’re Vouris – we’ve developed a powerful framework that allows early-stage startup companies to build stronger sales teams and hit their revenue targets.

 We call it the 5 Components of Sales Effectiveness:

• People
• Process
• Message
• Technology
• & Leadership

Let us tell you exactly what to focus on to dramatically improve your results. We help early-stage startups hit their revenue goals and you are only one click away from more revenue.

In This Episode

1:40 - Backstory of Alexander Felice

6:38 - How he handles flaws in his personal and professional life

11:59 - What makes some people afraid to invest

14:44 - His best method for learning the ropes of real estate

18:43 - Why investing in real estate can be for everyone

23:14 - How to play the game of property investing

30:02 - How Alex began buying properties

37:52 - The best way to become better at anything

43:05 - Alex’s theory for single-family homes for the coming years

50:28 - How crises can create opportunities

Favorite Quotes

"If you're 25 and you have limited resources, go off, borrow money and flip houses. Go off to start a wholesaling business, work on labor or maybe get a few homes and sit on for risk mitigation. Don't buy gold. But if you're 65 and you have assets and you're coming to this market right now where inflation's high, it's like yep. The time to buy gold is now." - Alexander Felice

"Self-belief is the absolute hardest part of life. Success, relationships, and growth, just come down to if you really believe it, you can get it done." - Alexander Felice

"I'm the king of doing stuff that is kind of lousy and then just doing it anyway. But what I'm really good at is I stick with things for years." - Alexander Felice

"You need to be around people who are already doing what you want to do and are willing to be a sounding board for your success." - Alexander Felice

"Finding that balance of hype and wisdom is definitely a skill in itself. But if you want wisdom, talk to somebody who has been investing and survived the 2008 collapse. If you want hype, talk to somebody who's been doing it for 18 months." - Alexander Felice

"You can really make some mistakes in real estate. But as long as you can ride the waves, you're going to be okay." - Alexander Felice

"Stop trying to get rich quick. That's a fool's errand. iI you can make small profits and gain and get paid for the experience, it's going to compound over time and to an obnoxious big degree." - Alexander Felice

"It's really important to stay flexible, to pay attention to the market, to gain that experience, be able to move around, understand your risk portfolio, understand that the economy is going to change and adapt and play the game as it changes." - Alexander Felice

Engage with Alexander Felice

YouTube

From Military to Millionaire Podcast

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Connect with JAY JOHNSON

Call (858) 925- 4536

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Finance is an integral part of our lives and plays a key role in each of our life events.

While it is true that the way we handle our personal finances has a direct impact on every aspect of our lives, most of us lack the knowledge and skills necessary to manage our finances effectively.

In today’s episode of the Expert(ish) Podcast, our guest, Erik Hitzelberger will discuss how an Individual Retirement Account (IRA) can be used to achieve financial freedom in a number of unique ways. He will focus on the topic of Self-directed IRA as a tool for investing in real estate. In addition to property investment, Erik will also share some creative ways of maximizing the potential of an IRA.

His insight about Individual Retirement Account (IRA):

• There is a limit on how much you can contribute to your IRA, but there's no limit on what you can make.

Erik Hitzelberger is the Founder of the Freedom Property Group (FPG), Kentucky’s premiere turn-key rental provider. Knowing that financial literacy is not taught in most academic institutions, Erik has made it his mission to educate people on how to manage their personal finances and achieve financial freedom.

Enjoy!

This episode is brought to you by Vouris –

 We’re Vouris – we’ve developed a powerful framework that allows early-stage startup companies to build stronger sales teams and hit their revenue targets.

 We call it the 5 Components of Sales Effectiveness:

• People
• Process
• Message
• Technology
• & Leadership

 Let us tell you exactly what to focus on to dramatically improve your results. We help early-stage startups hit their revenue goals and you are only one click away from more revenue.

https://hubs.ly/H0NK23j0

In This Episode

2:27 - Discovering how self-directed Individual Retirement Account (IRA) works

5:09 - How self-directed IRAs can be used to invest in real estate

9:59 - Are properties under an IRA protected?

12:19 - The limitations of self-directing IRAs and how to overcome them

18:12 - A few creative ways to utilize an IRA

25:12 - The challenges associated with self-directing IRAs

30:27 - Why Erik is passionate about educating people on personal finance

Favorite Quotes

"Personal finance and managing your money is one of the most important things that you're going to do in life. And yet we're not given any education at any point. People tell you, 'Oh, just blindly dump money into a 401k or whatever. And that's the solution.' And it turns out it’s not." - Erik Hitzelberger

"One of the things people don't really know is that you can do most of the same investing that we do outside of our IRA with our traditional money inside of an IRA." - Erik Hitzelberger

"One of the biggest things that you do have to be careful of with a self-directed IRA is there are disqualified entities and these are people that you can't do business with. And it is generally a vertical family tree. You can't do business with yourself, your spouse, your parents, or your children." - Erik Hitzelberger

"Personal finance and managing your money is one of the most important things that you're going to do in life and yet we're not given any education at any point."- Erik Hitzelberger

Get in touch with Erik Hitzelberger

Call (502) 921 3989

Email

Website

LinkedIn

Connect with JAY JOHNSON

Call (858) 925- 4536

Website

LinkedIn

Facebook

Instagram