The Smart Real Estate Coach Podcast|Real Estate Investing

Craig Cody is a Certified Public Accountant, Certified Tax Coach, Business Owner and Former New York City Police Officer with 17 years experience on the Force. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain certified. With this organization he has co-authored an Amazon best seller, Secrets of a Tax Free Life. Craig has just written his 3rd book: The 12 Biggest Tax Mistakes That Cost Dentists Thousands. He is also the host of The Progressive Agency Podcast and the Progressive Dentist Podcast which helps Agency owners and Dentists make and keep more of the money they make. What you'll learn about in this episode: How Craig and his team help people such as solopreneurs, wholesalers and other real estate investors understand business tax deductions and save on their taxes Why taking the time to think about and plan for your taxes is the key to finding ways to save huge money, and why too few entrepreneurs think about taxes year-round Why talking to a CPA and asking what you can do differently to save on taxes is crucial for any business owner Why doing your own taxes to avoid paying an expert usually ends up with you paying far, far more in taxes than you have to and leaving money on the table Why too many people dismiss the powerful home office deduction because they're worried it will flag them for audit What other big deductions and tax savings real estate investors and business owners often don't know about, such as a home gym or pool Why hiring a qualified bookkeeper can save you time, money and stress and free you to focus on growing your business, and what other common mistakes business owners make Why setting up a dream team of legal, financial and tax representation is powerful, and how to get a free copy of Craig's book and other free resources Why regular communication with your CPA is absolutely vital for understanding business tax deductions available to you, and why you shouldn't wait until the end of the year How and why Craig made the dramatic career pivot from being a part of the NYPD to studying taxes and becoming a tax professional Resources: Website: www.CraigCodyandCompany.com/smart Email: [email protected] Telephone: (516) 869-4051 LinkedIn: https://www.linkedin.com/in/craigcodycpa Twitter: @CraigC2742 Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris's upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Growing up in a home-building family, Brad Carlson was thrown into small business at the age of 5. He witnessed from his parents the art of creating outcomes and, "to just figure things out." While starting his first company out of his college apartment, he was shut out of the family for 3 years for going against taking over his father's business and not finishing college… Fast forward to now and Brad's companies have organically produced over $250MM in revenue since 2007. Today, Brad runs a family investment office company focused on growing small market cap holdings while driving to grow enterprise value to over a billion dollars by 2046 — the year he turns 60-years-old. Small business runs deep in his blood, and he is determined to provide clear vision and leadership while cultivating and growing his staff through a common vision of building something that is greater than any one person. "My goal is to pass the values and behaviors my family taught me down to the next generations of leadership — together we will do something truly special and leave a legacy." Brad resides in Kansas City where he lives to create amazing experiences with friends and family. What you'll learn about in this episode: How Brad's experiences growing up in a home building family and with a father who built over 2000 houses gave him a unique perspective How Brad began his first company at the young age of nineteen, and how he intentionally made himself a well-rounded business owner Why emotional intelligence in business leadership has been a key skill that has helped Brad build "a company without dysfunction" How Brad has been able to organically build out multiple companies to bring in cash flow to use in single-family and multi-family real estate investments Why Brad's daily routine is intentionally designed to help him achieve his very best every single day, and what activities and rituals he follows What key success skills Brad works to teach the members of his team in his businesses, and why these skills are the most important tools he can give them How Brad and his team have achieved rapid growth in a short time, and how they are thriving in the pandemic despite all the challenges they're facing due to their strong culture Why Brad believes in constantly evolving his team's perspective, and why that has been critical for navigating today's complex business reality What advice Brad would offer to anyone looking to make the leap from working in a corporate job to becoming an entrepreneur Resources: Website: www.magtrucks.com Website: www.apexspecialtyvehicles.com Instagram: www.instagram.com/brad_carlson_/ LinkedIn: www.linkedin.com/in/brad-carlson-200b0a50/ LinkedIn: www.linkedin.com/company/empirical-prime/about/ Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: Why the Smart Real Estate Coach team only works with "serious and committed" students who have a passion for learning and who are in the position to do so Why being "serious and committed" and being "comfortable with being uncomfortable" are crucial traits for being coachable Chris gives an example of learning to become comfortable with being uncomfortable and how it changed the path of his life Why the three pillars of Chris's coaching are mindset, skillset, and systems, and what each of these pillars brings to your learning experience What it means to be smart, and why being smart is about managing your expectations in a realistic way Why it's important to be open to ACAA, which stands for "action, critique, adjust, and action" Why being clear and understanding what coaching pace is right for you and then communicating that pace is important How to access some great limited-time Business Scaling Secrets coaching bundles, and how to register for the Summer of Deals virtual event scheduled for June 12, 2021 Why change doesn't happen overnight, but why with time and dedication you can change anything you want about your life Why even the biggest challenges you face can teach you valuable and important lessons that can make you even stronger in the future…if you're coachable Past Episodes of the Smart Real Estate Coach Podcast to Revisit: Business Scaling Secrets bundles: www.BizScaling.com/bundles Summer of Deals registration website: www.SummerOfDeals.com Additional resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Peter Sage is an international serial entrepreneur and subject matter expert in human behavior and self mastery. His unique way of looking at the world has earned him the distinguished Brand Laureate Award for extraordinary individuals alongside previous winners who include Nelson Mandela, Steve Jobs and Christiano Ronaldo. Peter is a 6x TEDx speaker whose multiple #1 bestselling books have sold over 150,000 copies in several languages. He has founded multiple 8-figure companies and raised over $1M for various charities. Peter is now committed to sharing his vast knowledge and experience in a way that allows others to also lead an extraordinary life. What you'll learn about in this episode: Peter introduces himself and shares his story as a mindset expert and entrepreneur who has learned the key life skill of finding opportunity in adversity What differences exist between a coach, a mentor, and a consultant, and why the differences are important when finding someone to work with who can accelerate your success Why a lack of resources is no excuse for not being resourceful, and why "personal growth" focuses too much on knowledge mastery rather than self-mastery Why the most important aspect of your success isn't the skills you learn but the person who is applying those skills Why your mindset is 60% of your success and needs to be the aspect you develop before anything else Why too many people find out too late that there's a huge difference between a life spent chasing success and a life spent chasing fulfillment Peter shares a story from a TEDx talk he gave about being charged with contempt of court and sentenced to six months in prison How Peter managed to find the silver lining in his prison experience and turned it into a powerful learning experience and an opportunity to change others' lives How Peter turned eleven letters he wrote to coaching clients while in prison into a powerful book about turning adversity into advantage, "The Inside Track" Why Peter's book landed at the ideal time given the state of the world today, and how to get a free copy of his book for just the cost of shipping Resources: Get a FREE copy of Peter Sage's book "The Inside Track": www.GetPetesBook.com Website: www.petersage.com LinkedIn: www.linkedin.com/in/peter-sage/ LinkedIn: www.linkedin.com/company/sage-academy-sbs-emf-mc-/about/ Facebook: www.facebook.com/PeterSageFan007/ Twitter: @PeterSage007 Resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris's upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Zachary Beach is an Amazon Best-Selling Author of The New Rules of Real Estate Investing and revised edition of Real Estate On Your Terms. He has been an authority in real estate for 7 years now and has personally completed hundreds of real estate transactions and has mentored investors to complete thousands of transactions. At the age of 25, Zach decided to leave the world of bartending and personally training and jump into the family business. Now he is an equal partner and runs the acquisitions department, focusing on helping sellers accomplish their goal of selling their property. If Zach is not working, you will find him enjoying the outdoors or spending time with his wife Kayla and two kids Remi and Bellamy. His passion for family and business is what keeps him motivated and excited to take on each day. What you'll learn about in this episode: Why betting on yourself, betting on others, and then others betting on you can increase the impact you have on the world and on your own life Zach shares how his challenging childhood ultimately led to a drug habit and educational struggles in middle school How Zach's first time truly betting on himself was the key to becoming captain of his highschool football team and making it into college How stumbling and falling back into his old habits after his father passed away was an important wakeup call for Zach How pulling himself back out of drug addiction proved that Zach's bet on himself was well-placed, and how it gave Zach the push to keep moving forward How working as a barback and bartender taught Zach that grinding a job without having passion for it leads to burnout, and how he first broke into real estate investing How joining the Smart Real Estate Coach team required Zach learning to bet on others and have others bet on him How Zach's first real estate deal suffered a huge lead-based paint blow, and how he managed to pick himself back up again How Zach often sees these same "three bets" in the journey that Smart Real Estate Coach associate students go through Why believing in yourself and believing that you can't lose if you bet on yourself is crucial for achieving success Resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If looking to secure some lines of credit for your business, check out Fund and Grow – Visit our Resource page at https://www.smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Check out Chris's upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Business Scaling Event: http://bizscaling.com/ Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a two-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won't outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. What you'll learn about in this episode: Why where you put your money determines what your money does and how it acts, and why knowing what you want your money to do for you is the first step Why one of the great money options Mark has found is a certain type of dividend-paying whole life insurance that is often better than a 401k What "TGIF" benefits you can expect from keeping your money in this kind of whole life insurance policy, and why it allows you to "bank on yourself" Why this kind of policy can allow you to borrow against it without impacting how your money is growing in the policy Mark answers a question Chris has about his own personal IRA-owned LLC, and he explains why generally one of the only assets an IRA can't hold is life insurance Why anyone can tap into the investment power of a dividend-paying whole life insurance policy, and why having multiple policies can be a powerful strategy Why seeing yourself as an investment can allow you to leave your family a powerful, generational legacy Why this strategy requires a level of consistency in your capacity to save money and isn't the right fit for every financial situation What exciting knowledge Mark is going to share at Chris Prefontaine's upcoming Business Scaling Secrets virtual event March 31-April 1, 2021 Resources: Get a FREE strategy call with Mark Willis: www.notyouraveragefinancialpodcast.com Listen to Mark's previous appearance in episode 124 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/mark-willis/ Website: www.growmorewealth.com Website: http://lakegrowth.com/ Facebook: www.facebook.com/lakegrowth/ LinkedIn: www.linkedin.com/in/marklakegrowth/ LinkedIn: www.linkedin.com/company/lakegrowth/ Twitter: @LakeGrowth Additional resources: Check out Chris's upcoming Business Scaling Secrets virtual event: www.BizScaling.com Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Lauren & Steve Mernick are the founders of Home On Your Terms and are based in eastern Connecticut. Steve serves as the company's Acquisitions Director and loves crafting up creative solutions for sellers, while Lauren works as Sales Director and enjoys helping deserving buyers achieve their goal of home ownership. When not working on their own business, they are mentoring other investors who wish to learn the terms of the niche of real estate. In their free time, they are with their two young children and two dogs. Steve can also be considered a cornhole connoisseur, so you may find him outside perfecting his form. Lauren is a huge fan of "The Office," so she may or may not quote some of her favorite lines while on a call with you. What you'll learn about in this episode: How Steve and Lauren have made the transition into coaching as part of the Smart Real Estate Coach community, and what big wins they've helped their students achieve How Steve and Lauren worked hard to discover how to save a real estate deal that was about to go under when the sellers got cold feet just one day before close What strategies Steve and Lauren suggest for any investor wanting to learn how to save a real estate deal in a similar situation where the seller develops cold feet Why strong, open communication is the cornerstone of the relationship Steve and Lauren are able to develop with the students they coach Why dealing with problems and unexpected events calmly and with the right mindset while avoiding falling into your emotions is the key to overcoming any challenge How collaborating and strategizing together helped Steve, Lauren and their student, Mark, work through the last-minute disaster to find the right solution Why the biggest win from saving the deal was the incredible learning opportunity it created for everyone involved Why stumbles like this one are important experiences that can help you learn to adapt, pivot, and be flexible in the face of any challenge Why Stevel and Lauren relish the opportunity to coach others, and what satisfaction they draw from helping others Resources: Listen to Steve and Lauren's appearance in episode 133 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/family-cast-05/ Website: http://homeonyourterms.com/ Facebook: www.facebook.com/homeonyourterms Instagram: www.instagram.com/homeonyourterms Twitter: @HomeOnYourTerms Additional resources: Check out Chris's upcoming Business Scaling Secrets virtual event: www.BizScaling.com Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Business Scaling Event: http://bizscaling.com/ Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

I'm Bryan Dewhurst and I'm really proud to be one of the co-founders of Uncommon Wealth Partners, LLC along with my friend, Phillip Ramsey. I've spent more than a decade learning from mentors and serving clients with other firms and it was finally time to step out and do it the way we wanted it to be done. My professional background is in economics and consulting. One of the elements of our work that I love the most is having the opportunity to teach investors, business owners, professionals and families the strategies that work for corporations and banks. If it can help the big corporations why shouldn't we harness the same opportunity, risk management and diversification to clients all over the country. At the core, I want people to win at the game of life. I know that I want to have an uncommon life and I want other people to have a growth mindset and the same opportunity and upside that I see for myself, my family and our clients. Phillip's Bio: My name is Phillip Ramsey. I am married to the woman of my dreams, I have three amazing children, I have awesome friends and I get excited every day to go to work. I am honored to say I have been an Iowan my whole life. I am truly blessed far beyond what I deserve. Ironically, I started in the financial services industry because of my own negative experience. I never felt like I was getting help from any of the advisors I met with. I determined that I was going to become the advisor I hoped to talk to when I needed help. I promised myself when I started that I would be uncommon in this industry. I started with Principal Financial Group and learned a lot about how finances worked but I quickly saw that the goals my clients had and the goals I had for my clients were different from the company's goals. After this realization, I decided to leave Principal and become an independent financial advisor. It was at this point I met my friend, Bryan Dewhurst and together we started formalizing our competitive advantage. Prior to becoming an advisor, I was a pharmaceutical rep and felt like I learned two valuable lessons while in that job. First, I wanted to own my own business. We are independent which means there isn't anyone telling us what we need to sell or telling us what companies we have to sell for. Second, I wanted to do the research for myself instead of taking other people's word for it. Now our clients get fresh new ideas that aren't even being discussed with other advisors because we have done our own research. We feel our job is to educate our clients and provide them with as many options as we can and let them make the decision as to what they want to do. What you'll learn about in this episode: Why Phillip and Bryan recognized the failings of the financial advisor industry and decided to do things differently Why the key to the work Phillip and Bryan do lies in helping people identify and lean into what they're passionate about in life How they help their clients realize that there are lots of ways to monetize their passion and build financial security How Phillip and Bryan help people get clarity on their risk tolerance and take sensible risks when growing their wealth What impact Phillip and Bryan have seen in their clients due to the global pandemic, and why the way people view big business has changed Why the team at Uncommon Wealth Partners works to meet people where they are, even if their chosen investment vehicle is unorthodox Why being successful in any kind of investing is a learning experience, and why even if you at first struggle you should learn and try again How Phillip and Bryan have begun integrating Bitcoin and other cryptocurrencies into their offerings for their clients How the global pandemic has been an eye-opening experience that has pulled the veil back on how our economy works How Phillip and Bryan are launching their first book, "The Uncommon Wealth: You Are Your Best Asset, Invest In Yourself" in spring 2021 Resources: Website: www.uncommonwealth.com The Uncommon Life Project podcast: www.uncommonwealth.com/podcast/ Bryan's LinkedIn: www.linkedin.com/in/bryan-dewhurst-a1946370/ Phillip's LinkedIn: www.linkedin.com/in/phillipramsey/ Facebook: www.facebook.com/uncommonwealthpartners/ Bryan's Twitter: @bryandewhurst Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Anthony Mann has been in the real estate industry for over 14 years. He has 13 years of experience in investing, flipped over 200 homes and currently owns 43 properties. During his tenure as an agent, he has sold more than 1,000 REO and short sale properties in the Long Island, New York market. He was able to get into a niche field within the industry, where there are less than 15 active REO agents. In that market, he was the youngest by nearly 20 years. Anthony has seen many markets and new technology emerge without any true benefit to agents. So, he decided to make a change in the industry and launched AM Open House, the best digital sign-in app for Open Houses, in July of 2014. Anthony has dedicated his entire focus to the AM Open House app and management platform to make the lives of agents easier while supplying them with the technology they want and can benefit from using. Over the years, Anthony has helped over 125,000 agents do better business. Founding A Social Strategy in 2016 was a milestone for Anthony, as he has always had a passion for helping businesses grow through marketing and advertising. Currently, A Social Strategy handles advertising for numerous real estate agents and brokers, mortgage professionals, and businesses that need help generating qualified appointments and showings while eliminating the busy work for the professionals. The team at A Social Strategy handles everything for agents so they can focus on what they do best – sell more homes! What you'll learn about in this episode: How Anthony got started in real estate in 2007, right before the crash of 2008, and how it impacted his business as a residential real estate agent Why Anthony's 2008 reckoning pushed him to get into real estate investing through the foreclosure market How the first deal Anthony did helped him explode into the market and hit the ground running, and why the 2008 crash was the push he needed How Anthony pivoted into real estate tech, and why he loves working in every aspect of the real estate market How Anthony recognized that the retainer agency model for real estate lead generation was becoming oversaturated and how he saw an opportunity to do things differently How Anthony's system puts their clients in complete control, and how the new model has been hugely profitable and created win-wins for Anthony's team and clients How Anthony's system can work for agents or investors interchangeably and can work in just about any real estate market What's next for Anthony and his team, and why Anthony is focusing on growing out what he's doing now and expanding his team Why Anthony believes that prices today are out of control and that we're in the midst of a massive real estate bubble and that a correction is coming Resources: Website: https://zeroretainer.com/ Website: http://redisclosures.com/ Website: www.asocialstrategy.com Facebook: www.facebook.com/anthonymann85 Instagram: @themann85 LinkedIn: www.linkedin.com/in/anthonymann/ Twitter: @anthonymann Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

As a retired Air Force officer, Dr. Axel Meierhoefer started his first company in 2005, focusing on consulting, employee skill development and program management. These areas remain in place these days within his business and have grown internationally. Axel has always had a love for education and helping people help themselves become successful. As a business owner, he began thinking about applying profits towards retirement, and research clearly indicated that owning real assets would be the best way. It's also the path that the government supports the most. This has led to the development of a residential real estate investment portfolio currently worth about $1.5 Million. It's still growing, and many lessons Axel learned are now available for him to teach, coach and mentor people. On his journey, Axel has built many relationships, learned about the pitfalls of purchases, and made good and bad decisions that ultimately resulted in reaching economic independence. What you'll learn about in this episode: How Axel's time in the Air Force resulted in having to relocate frequently, and how that led to some eye-opening realizations about the power turnkey real estate investing Why too many people think the only investment option is found in Wall Street, and why stocks aren't the best vehicle for growing your wealth Why Axel's clients are often surprised to realize how powerful turnkey real estate investing can be when they drill down into the real numbers Axel shares his experiences dealing with the chaotic real estate market and fluctuating interest rates during the market collapse of 2008 How Axel has worked to refine his "out-of-state turnkey residential real estate strategy" which he now teaches others how to use to build their own impressive portfolios How it is easier than ever before to manage properties out of state, as long as you build a strong relationship with turnkey providers and "trust but verify" What process Axel follows to help clients determine exactly how they need to build their portfolio to create complete financial freedom by their goal date What to keep in mind about things like your credit history and rental or mortgage payment history before you start building a turnkey real estate investing portfolio Why it is important to break out of your own victim mentality and see yourself as a creator, and why Axel defines wisdom as the combination of knowledge and experience Why finding and investing in a great coach, regardless of the niche you want to operate in, is crucial for your success Resources: Book a FREE Consultation with Axel: https://calendly.com/axelmeierhoefer/30min?month=2020-11 Axel's Coaching Products: https://idealwealthgrower.com/products/ Email: [email protected] Website: https://idealwealthgrower.com/ Facebook: www.facebook.com/idealwealthgrower/ LinkedIn: www.linkedin.com/company/ideal-wealth-grower/ Twitter: @IdealGrower Instagram: www.instagram.com/idealwealthgrower/ Youtube: www.youtube.com/channel/UCvZRy6092XyFWW9bhCbIt4Q Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

In this one-of-a-kind episode of the Smart Real Estate Coach podcast, guest host Stephen Woessner turns the tables on Chris and interviews him about his background, how he got into real estate, and how he navigated the crushing challenges of the 2008 real estate market crash. Whether you're new to the Wicked Smart community or you've been here for the long haul, this episode gives you a glimpse into who Chris Prefontaine is and why he feels so passionately about helping others build true financial freedom through real estate. Chris's Bio: Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. Stephen's Bio: Stephen Woessner is the Founder and CEO of Predictive ROI and the host of the Onward Nation podcast, a top-rated podcast for learning how business owners think, act, and achieve success. Onward Nation is listened to in more than 120 countries around the world. He is the author of three bestselling books including the Amazon #1 Bestseller Profitable Podcasting. He is also a speaker, trainer, and his digital marketing insights have been featured in SUCCESS, Entrepreneur, The Washington Post, Forbes, Inc. Magazine, and other media. What you will learn in this episode: What important lessons Chris learned during the 2008 collapse that have continued to pay dividends even today Why developing the right mindset was crucial for Chris's survival after losing everything in 2008, and why having the right mindset is vital for Chris's students Why TTFD (Time To First Deal) is one of the key metrics Chris tracks in his students, and why the biggest slowdown they often encounter comes from mindset and fear How focusing on the "third pillar" of mindset has helped Chris and his team dramatically decrease students' TTFD How Chris realized his "Three Paydays" system was going to allow him to create the financial freedom he wanted for his family How an early deal morphed and converted over time, and how Chris has been able to hang onto that deal for over eight years and continue to profit Why being able to smartly pivot is a key skill that has helped Chris repeatedly grow his profits from his deals What important lessons and "aha!" moments Chris has experienced that he has been able to share with the Wicked Smart community Why Chris does the work that he does, and why his purpose is to empower people and change their lives How Chris built the Wicked Smart community with intentionality and care, with the goal of creating something to truly support his students Additional resources: Download the 7 Steps PDF Here SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Dwan Bent-Twyford, America's Most Sought-After Real Estate Investor™, started as a broke, single mom who had been fired from Denny's. She now heads up "Investors Edge University" – A company that specializes in training new and seasoned investors in a wide range of real estate investing techniques through live workshops, weekly webinars, a member site, coaching, and seminars. Having flipped over 2,000 deals herself she is more than qualified to share her vast knowledge of real estate investing with America. Dwan is affectionately known as the "Queen of Short Sales"® and is considered to be the Nation's #1 Expert on Short Sales & Foreclosures. She has written three best sellers, "Short Sale Pre-Foreclosure Investing," "How to Sell a House When It's Worth Less Than the Mortgage," and her most recent New York Times best seller was written with Steve Forbes, "SuccessOnomics." She is highly sought after and has been featured on Fox and Friends, MSNBC, Naomi's Good Morning, Colorado and Company, and many other TV, radio, podcasts, and print media. Dwan also has a top-rated podcast called…The Most Dwanderful Real Estate Podcast Ever! In a market dominated by men, Dwan has certainly made her mark! Her goal never changes – to make a difference in the lives of others! What you'll learn about in this episode: How Dwan defines and explains the basics behind the kind of "subject-to" deals she specializes in Why Dwan loves teaching subject-to deals to investors so they can aid homeowners who are in distress and need help finding a solution What typical properties Dwan works with look like, and what scenarios she is able to help homeowners through How Dwan uses land trust structures to hold the properties she invests in, and what steps she takes to protect her assets Why Dwan says it is important to find an investor-friendly attorney to partner with from the beginning and then train them on subject-to deals Dwan outlines the specific details around a recent commercial deal she completed and the great numbers behind the deal How Dwan finds the leads that she turns into incredible deals, and how yard signs are the backbone of her marketing How to get access to Dwan's powerful and comprehensive "No Equity Foreclosures Equal Big Profit$" training system Why too many new investors are afraid of subject-to deals and have misconceptions over how they work, and why subject-to is a cash cow that doesn't need money to do Why it is important to remember that you don't always have to invest in your own back yard and can invest anywhere in the country Resources: Dwan's "No Equity Foreclosures Equal Big Profit$" system: https://dwanderful.com/no-equity/ Website: https://dwanderful.com/ Podcast: https://dwanderful.com/podcasts/ LinkedIn: www.linkedin.com/in/dwanbenttwyford/ Facebook: www.facebook.com/Dwanderful/ Facebook: www.facebook.com/InvestorsEdgeUniversity Twitter: @teachrealestate Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Ami Kassar, founder and CEO of MultiFunding and author of The Growth Dilemma, has earned a national reputation as a thought leader in business finance. An in-demand speaker and trusted advisor to growth-focused business leaders, Ami has helped thousands of business owners achieve ambitious growth goals through creative and personalized funding solutions. His work has helped create tens of thousands of jobs. For more than 20 years, Ami has challenged executives to think differently about how they capitalize growth. Regularly featured in national media including The New York Times, Huffington Post, The Wall Street Journal, Entrepreneur, Forbes and Fox Business News, Ami also writes a weekly column for Inc. Magazine. He has advised the White House, the Federal Reserve Bank and the Treasury Department on credit markets. Ami regularly speaks at corporate, academic and industry events on topics including entrepreneurship and access to capital. What you'll learn about in this episode: Ami shares how he got involved in the finance world after his corporate career was devastated by the Great Recession How he began his business in the midst of the turmoil, and how he found the strength to keep going despite his crushing setbacks Why Ami wrote his book "The Growth Dilemma", and what important lessons he teaches and questions he asks in the book Why right now, in the midst of the global pandemic and economic chaos, is the best time in history to start or acquire a business with an SBA loan How Ami and his team are working on teaching people about the benefits of SBA loans through their SBA Ignite program What important changes have been implemented in the new version of the PPP (Paycheck Protection Program) government loan What you should know about the EIDL (Economic Injury Disaster Loan) program, which was extended in December 2020 How Ami managed the transition from working in a corporate role to becoming a solo entrepreneur, and what key lessons he learned Why the chaos of today isn't only creating hardships but also opening the door to new opportunities if you're willing to look Resources: The Growth Dilemma by Ami Kassar: https://amzn.to/3asmOnH Website: www.SBAIgnite.com Website: www.multifunding.com Facebook: www.facebook.com/multifundingllc Facebook: www.facebook.com/growthdilemma Facebook: www.facebook.com/amikassar Facebook: www.facebook.com/groups/183807263449714 LinkedIn: www.linkedin.com/in/amikassar/ LinkedIn: www.linkedin.com/company/multifunding-llc/ Twitter: @amikassar Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Dr. Joe Vitale is a globally famous author; marketing guru; movie, tv, and radio personality; musician; and one of the top 50 inspirational speakers in the world. His many bestselling books include The Attractor Factor, Attract Money Now, Zero Limits, and his latest releases The Miracle: Six Steps to Enlightenment and Anything Is Possible. A popular, leading expert on the law of attraction in many movies, including The Secret, Dr. Vitale discovered the "missing secret" not revealed in the movie. He's been on Larry King Live, Donny Deutsch's "The Big Idea," CNN, CNBC, CBS, ABC, Fox News: Fox & Friends and Extra TV. He's also been featured in The New York Times and Newsweek. One of his most recent accomplishments includes being the world's first self-help singer- songwriter as seen in 2012's Rolling Stone Magazine®. To date, he has released 17 albums! Several of his songs were recognized and nominated for the Posi Award, regarded as "The Grammys of Positive Music." Well-known, not only as a thinker, but as a healer, clearing people's subconscious minds of limiting beliefs, Dr. Joe Vitale is also an authentic practitioner of modern Ho'oponopono, certified Reiki healer, certified Chi Kung practitioner, certified Clinical Hypnotherapist, certified NLP practitioner, Ordained Minister, and Doctor of Metaphysical Science. He is a seeker and a learner; once homeless who has spent the last four decades learning how to master the powers that channel the pure creative energy of life without resistance, and creating the Miracles Coaching® and Zero Limits Mastery® programs to help people achieve their life's purpose. What you'll learn about in this episode: How Dr. Vitale experienced a difficult two-year period after filing for divorce, losing his father, and other challenges, and how he survived How Dr. Vitale leaned into the principles of stoicism to help him endure and navigate the many challenges he faced Why it is important to realize when you are dealing with more than you can handle and reach out to ask for help How finding a coach and being "ruthlessly honest" with yourself can help you put your problems and challenges into perspective Why it sometimes takes an outside point of view to help you recognize how strong and resilient you really are How the Hawaiian healing practice of Ho'oponopono has become a powerful backbone of Dr. Vitale's spiritual and emotional beliefs How Ho'oponopono teaches that the perception of a situation is what causes pain, not the situation itself, and how it can help you correct your perception to find peace How traditional Ho'oponopono is a group-based activity, and how Dr. Vitale teaches a different, individualized version Which books Dr. Vitale recommends you read if you want to learn more about the practice of Ho'oponopono Why the key to achieving real success is to break through your limiting beliefs and realize that anything is possible Resources: Dr. Vitale's previous appearance in episode 15: https://smartrealestatecoachpodcast.com/podcasts/joe-vitale/ Website: www.vitalelifemastery.com Website: www.mrfire.com Instagram: www.instagram.com/drjoevitale/ LinkedIn: www.linkedin.com/in/mrfire/ Facebook: www.facebook.com/drjoevitale/ Twitter: @mrfire Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: How a virtual assistant can be a powerful and productive member of your team to help you move the needle for your business Why sharing context around the tasks you assign and truly explaining what is expected is important for making the most of virtual assistants How to use Zoom or other software to create videos that demonstrate the tasks and expectations you have Why the next step is to delegate responsibility and create documentation of your systems and processes, and how documentation can help you streamline your processes How you can utilize a virtual assistant for all admin tasks including email, outbound calls, and other communications How to create a list of responsibilities to give to your virtual assistant that can free up your time and make your business more productive What key errors Chris has seen in associates when hiring virtual assistants, and why it is important to be clear in what you want the VA to do before you hire them Why hiring multiple virtual assistants that focus on different tasks can be a good idea for your business How American and Phillipino virtual assistants differ, and why it doesn't really matter which you decide to go with What differences there are between virtual assistants and executive assistants, and how to find a fantastic executive assistant Additional resources: Business Scaling Secrets virtual event: www.BizScaling.com The Elite Ignition program: www.SmartRealEstateCoach.com/ignition Real Estate Virtual Assistants (REVA): www.SmartRealEstateCoach.com/reva 35-Minute Master Class: www.SmartRealEstateCoach.com/mastersclass SmartRealEstateCoach.com/greatassistant SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Avery Carl bought her first rental property at age 26 on a $37,000 salary. Through strategically investing in short term rental properties in mature vacation rental markets, she was a millionaire by 31. She now owns a portfolio of 24 properties and is the CEO and founder of the Short Term Shop, a real estate team that helps investors acquire short term rental properties in the most recession-resistant markets, and trains them on the methods that led her out of the corporate rat race and into financial freedom. What you'll learn about in this episode: How Avery got involved in short-term real estate in mature vacation markets, and how she learned to maximize income from her properties What differences are found between AirBNB and destination vacation rentals, and why many different factors impact the profitability of a property How Avery works closely with new, unseasoned investors, and what options are available for getting started without a down payment What kind of numbers you can expect from a vacation rental property, with example numbers to help you determine what would make a great rental How Avery manages her short-term rental properties and deals with maintenance issues or other problems that might arise without the expense of a property manager Why it is important to trust your instincts, believe in yourself, and find a way to make it happen and go for your goals What mistakes Avery has made over the course of her experience in short-term rentals, and what lessons she learned Why the first step to getting started is to research the area's short-term rental regulations and requirements and ensure you aren't violating HOA rules How "channel manager" platforms can streamline and automate a lot of your communication with guests to minimize the time you spend Resources: Website: www.theshorttermshop.com LinkedIn Page: www.linkedin.com/in/averycarl Twitter: @shorttermshop Facebook: www.facebook.com/theshorttermshop Instagram: @theshorttermshop Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His insights encourage leaders and frontline workers to grow and invest passionately in all aspects of their lives. Dr. Michelli is a Wall Street Journal, USA Today, Publishers Weekly, Nielsen BookScan, and New York Times #1 bestselling author. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph's other titles include The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging; Driven to Delight: Delivering World-Class Customer Experience the Mercedes-Benz Way; Leading The Starbucks Way: 5 Principles for Connecting with Your Customer, Your Products, and Your People; The Zappos Experience: 5 Principles to Inspire Engage and WOW; Prescription for Excellence: Leadership Lessons for Creating a World-Class Customer Experience from UCLA Health System; The Starbucks Experience: 5 Principles for Turning Ordinary into Extraordinary; The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company; and When Fish Fly: Lessons for Creating a Vital and Energized Workplace which was co-authored with the owner of the "World-Famous" Pike Place Fish Market in Seattle. Dr. Michelli holds the Certified Speaking Professional designation from the National Speakers Association (NSA). He is a member of the Authors Guild, an editorial board member for the Beryl Institute's Patient Experience Journal (PXJ), and is on the founders' council of CustomerExperienceOne. Other achievements include winning the Asian Brand Excellence Award and being named as one of the Top 10 thought leaders in Customer Service by Global Gurus. He received his master's and a doctorate from the University of Southern California. Having journeyed with a close family member through a six-year battle with breast cancer, Dr. Michelli is committed to social causes associated with curing cancer and abating world hunger. What you'll learn about in this episode: How Dr. Michelli created for himself an opportunity to break out of working in the corporate world and become an independent consultant Why one of the fundamental keys to getting out of a corporate job and working for yourself is understanding the process of serving customers in a profitable way Why it is important to create an experience that encourages your customers to stay with you for the long haul What actionable steps Dr. Michelli recommends to anyone who wants to navigate difficult challenges, and why asking "what if" can be a powerful tool Why it is important to find a mentor or coach you can trust and then stick with them, building a fruitful relationship and learning everything you can Why it is important to make rock-solid promises you can deliver on, and how the Ritz-Carlton Hotel in Dubai can teach an important lesson on overvaluing customers How Dr. Michelli realized the important lesson that he doesn't need to know everything or always have an answer Why empathy is a powerful skill to develop to help you better understand the journey your customers experience working with you How to deal with Imposter Syndrome and accept your flaws and still recognize the value that you offer others Resources: Website: www.josephmichelli.com Facebook: www.facebook.com/TheMichelliExperience LinkedIn: www.linkedin.com/in/josephmichelli/ LinkedIn: www.linkedin.com/company/the-michelli-experience/about/ Twitter: @josephmichelli Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Rob Swanson has trained thousands of real estate investors to find and profit from real estate deals all across the country. An expert at lead generation, cashflow, and investing remotely, Rob has bought, fixed, flipped, and held real estate in over 20+ states, and 33+ cities. He is the owner of FreedomSoft, a lead generation and phone based sales CRM for real estate investors with built-in workflow and follow-up automation. An active real estate investor, Rob focuses on buying properties for cashflow and has designed the Success and Support Teams at FreedomSoft to help people start, grow, and scale their real estate investing businesses. You can learn more, and access a free video training series on 17 Simple, Fast, and Proven Ways to Find More Motivated Seller Leads at RobSwanson.com. What you'll learn about in this episode: How Freedomsoft helps the Smart Real Estate Coach team and many other investors manage their CRM and generate more leads How Rob developed his own extensive real estate investing experience, and how the 2008 market crash impacted his investing business Why Rob built and scaled Freedomsoft to help investors, and what kind of investors can make the most of Freedomsoft's easy, applicable services How Rob's team helps people seamlessly integrate Freedomsoft into their existing real estate investment business, and how Freedomsoft works What makes Freedomsoft different from other competitor platforms, and why ease-of-use and clear visualization are key Why the biggest mistake Rob sees new users make is not organizing their business before they attempt to heavily automate it How the modular, customizable nature of Freedomsoft gives its users complete control and allows an incredible amount of power and oversight into their business Why Rob believes success comes from taking immediate action and then ensuring consistent follow-up every time How to best assign statuses to simplify your lead tracking without adding too many statuses and complicating the system Resources: Website: www.smartrealestatecoach.com/freedomsoft Website: www.RobSwanson.com Website: https://freedomsoft.com/ LinkedIn: www.linkedin.com/in/realrobswanson/ LinkedIn: www.linkedin.com/company/freedomsoft/about/ Facebook: www.facebook.com/groups/freedomsoft/ Twitter: @robswanson Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: What happened to Chris and his investing business after the 2008 real estate market crash shook the economy into crisis Why "staying in the lane" and establishing boundaries and not deviating from them was crucial for bouncing back What important lessons Chris learned in the 2008 crash that he has built into the Smart Real Estate Coach system How the work Chris has done since 2008 has made a huge impact on the lives and futures of hundreds of families Chris shares details of a sandwich lease from 2013, and the series of life events that impacted the owner and tenant buyer How "stacking" is a next-level advanced technique Chris can teach you to utilize that can help you maximize the profitability of your portfolio How to apply to work directly with Chris to truly change your life over the course of the next 36 months Past Episodes of the Smart Real Estate Coach Podcast to Revisit: Brian O'Neill in episode 191 Brian O'Neill in episode 232 Mike Makredes and Chad Heeter in episode 230 Mike Makredes in episode 40 Chad Heeter in episode 184 Peter Taunton in episode 228 Additional resources: SmartRealEstateCoach.com/7steps SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Evan Carmichael #Believes in entrepreneurs. Gary Vaynerchuck called him the DJ who inspires people and Ed Mylett called him the modern day Napoleon Hill. At 19, he built and then sold a biotech software company. At 22, he was a venture capitalist raising $500k to $15M. He now runs a YouTube channel for entrepreneurs with over 2 million subscribers and 300 million views, wrote four books, and speaks globally. He wants to solve the world's biggest problem, people don't #Believe in themselves enough. Forbes named him one of the world's top 40 social marketing talents and Inc. named him one of the 100 great leadership speakers and 25 social media keynote speakers you need to know. He's set 2 world records, uses a trampoline & stand-up desk, owns Canada's largest salsa dance studio where he met his wife and has a giant Doritos bag in front of him all day long to remind him that he's stronger than the Doritos. Toronto is his home. He's a husband, father, TSM Fan and Teemo main. What you'll learn about in this episode: How Evan has worked to become the person he wants to be, and why he feels strongly in the power of belief and taking action How the secret to connecting with the people who can help you is to be as helpful as you can be to them first How to build a strong relationship with the people you want to connect with by being their "Chief Goal Officer" Why it took Evan five years to get to 7,000 subscribers on his YouTube channel, and how in the next five years he jumped to more than 2 million Why Evan hired a video editor after realizing that spending four hours editing his own videos was training him in the wrong skill What advice Evan would offer to anyone in a corporate position who is considering going full-time in real estate but is dealing with worries and limiting beliefs Why Evan believes that taking a risk and dealing with potential failure is better than not taking the chance and spending the rest of your life wondering "what if?" What big projects Evan is working on now and has slated for the future to increase his outreach and impact Why being afraid isn't a good enough reason to avoid doing something, and why you should run toward your fear Resources: Evan's Gaming YouTube: www.youtube.com/channel/UCSuj8LsxPAJ8DKXSBlG92UQ Evan's Business YouTube: www.youtube.com/channel/UCKmkpoEqg1sOMGEiIysP8Tw Website: https://believe.evancarmichael.com/homepage LinkedIn: www.linkedin.com/in/evancarmichael/ LinkedIn: www.linkedin.com/company/built-to-serve/about/ Facebook: www.facebook.com/EvanCarmichaelcom/ Twitter: @EvanCarmichael Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Henry Kaminski Jr. is the founder of Unique Designz, a full-service design, branding, and digital marketing agency that is dedicated to helping personality brands, coaches, consultants, influencers, speakers + authors design to grow their brands, scale their profits and increase their exposure. He is the author of the Amazon best seller "Refuse To Give Up." He's also the host of the popular "Brand Doctor's Podcast". As a self-taught graphic designer and brand consultant, he's overcome all the odds to build a wildly successful multi-million-dollar business over the past 12 years. He has worked with a diverse range of business owners and professionals, including celebrities like Jon Bon Jovi and Fabio Viviani as well as Internet marketing expert Russell Brunson who has named Henry the "Million Dollar Brander" and recently has been inducted into the ClickFunnels 2 Comma Club, by generating over $1 million with one single sales funnel, using the ClickFunnels software. What you'll learn about in this episode: Why branding is important as an emotional asset for entrepreneurs and businesses of all sizes, not just corporations Why Henry is motivated to help others by the fact that his parents struggled for more than a decade to become pregnant with him and then he nearly died at 2 years old How a transformational experience in school in 4th grade while his parents were going through an ugly divorce shaped Henry's outlook forever Why Henry believes the quickest way to success is to find a mentor who has accomplished what you want to do How Henry spent a lot of time hiding a lack of confidence behind false ego, and how he changed his mindset and worked through his skeletons Why Henry is working hard to set a good example for his young son and provide him with a blueprint for his own success How branding is the key to creating a human-to-human connection that can dramatically impact your success What steps you can take to leverage your branding in the world of social media, and how drop-in audio chat platform Clubhouse is primed to be the next big networking tool How Henry has been using the Clubhouse platform to network, build his authority, and generate new business Why you should care about building your brand, no matter what business you're in or what audience you're targeting Resources: Website: https://uniquedesignz.net/ The Brand Doctor Podcast: https://uniquedesignz.net/the-brand-doctor-podcast LinkedIn: www.linkedin.com/in/henry-kaminski-jr/ LinkedIn: www.linkedin.com/company/unique-designz-by-the-hmk-group/ YouTube: www.youtube.com/channel/UCYx6cYRoKCMojj-NlgX6_0w Instagram: www.instagram.com/thebranddr/ Facebook: www.facebook.com/HenryKaminskiJr/ Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Rocky Lalvani serves as Chief Profitability Officer for business owners. He teaches them how to ensure they get paid and they make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz and Profit First System. They change the accounting formula of "Sales – Expenses = Profit" to "Sales – Profit = Expenses". This ensures Profit comes first! (PS: It's not about money at all costs, people come before money!) Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American Dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster. What you'll learn about in this episode: How Rocky first discovered the Profit First system after realizing he didn't love what he did in his previous career How hearing his parents' stories of coming to America with nothing and building wealth influenced Rocky's mindset and understanding of creating wealth What stumbling blocks and challenges Rocky's clients often face, and why the number one struggle is opening accounts with their banks Why Rocky's systems take around two years to fully get in place, and how each quarter brings new steps in the process that can help you better understand your money and business Why the Profit First system is right for businesses of any size, from solopreneurs to $10 million+ businesses How Rocky's eleven-module program teaches you step-by-step how to understand how to be profitable and take control of your money Why cutting spending and spending appropriately are crucial, and why your pricing model is a key component in your profitability How Parkinson's Law, "We will use up all of the resources allocated", applies to businesses of every kind Why the Pareto Principle (the 80/20 rule) illustrates that much of what we do makes a minimal difference in moving the needle and is wasted effort Why everything we do compounds, and why compounding the right efforts and activities is the secret to true success Resources: Website: SmartRealEstateCoach.com/effortlessprofit LinkedIn: www.linkedin.com/in/rocky-lalvani/ LinkedIn: www.linkedin.com/company/profit-comes-first/ Facebook: www.facebook.com/richersoul/ Twitter: @rockylalvani Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Steve Prefontaine is Chris's brother. Steve started his career at Quaker Oats as a regional sales manager and then moved to Kraft General Foods, before changing gears and working with Bob at Skaff Cryogenics from 1995 to 2018 as Vice President and a partner in the company. What you'll learn about in this episode: Why Steve made the leap from working in a corporate job to becoming an entrepreneur and working for himself, and why he prefers being an entrepreneur Why now, during the global pandemic, the added freedom of being an entrepreneur has been invaluable to Steve How working at Quaker Oats and working with a mentor there gave Steve great insights into where he wanted to take his career Why Steve believes that building strong relationships is crucial for any business, regardless of industry How relationship-building skills helped Steve turn a difficult and problematic customer into his best customer Why honesty is a crucial skill that can help you communicate more effectively and build stronger relationships Why Steve values learning new skills, and why admitting vulnerability and being willing to admit you don't have all the answers is crucial What actions Steve recommends for anyone considering making the jump from the corporate world to becoming an entrepreneur Why being an entrepreneur takes a completely different mindset from working in a corporate position Resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Matt Shields is co-founder of a real estate investment company called Significan LC. With Significan LC, he and his co-founder set out with a big hairy audacious goal of changing the world, one community at a time, one person at a time. They feel the way to truly do this is to change the language they use to communicate with the members that live in the communities that Significan LC manages and builds. Significan is changing how members are treated and the level of service provided to them. Matt believes that when they make people feel like they are significant, they'll live happier lives and because all members feel a connection in belonging to the community the loyalty to the brand and community increases In between managing and running these two businesses, Matt also runs a podcast called Pass the Secret Sauce where he interviews CEOs and founders and uncover the secret sauce that led to their success. What you'll learn about in this episode: How Matt and his team at Significan have built communities that focus on people and respect first, focusing on the communities first and members second How the Significan team use their core values and hierarchy of needs to determine right from wrong and solve the problems they face How Significan grew from five communities with a total of 253 units between them and added another community with 275 additional units, more than doubling in size Why Matt recommends you refer to your business to others in the plural as "we" even if you're a solo entrepreneur Why the team at Significan is focused on word-of-mouth marketing and raising the profile of their communities rather than paid marketing initiatives How multifamily investors of any size and scale can adapt some of the strategies Matt has developed to work with their own properties What challenges Matt has faced in his career, and why learning from challenges and taking action have been key to Matt's success Why Matt highly recommends the book "Never Split the Difference" by Chris Voss, and how its lessons on communication and negotiation have made an impact on Matt's success How to connect with Matt Shields or learn more about his podcast series "Pass the Secret Sauce" Why Matt believes finding the right mentor and surrounding yourself with the right people is crucial for finding success in real estate Resources: Pass the Secret Sauce podcast with Matt Shields: https://passthesecretsauce.com/ Facebook: www.facebook.com/significanLC Instagram: www.instagram.com/matthewshields/ Twitter: @PassSecretSauce LinkedIn: www.linkedin.com/in/matthewshields/ LinkedIn: www.linkedin.com/company/significanlc/ Additional resources: Register for the Wicked Smart Kick Start virtual one-day event on January 9, 2021: www.WickedSmartKickStart.com SmartRealEstateCoach.com/action Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Tyler Jensen is an avid Real Estate Investor, International House Flipper, Philanthropist, Coach, Husband, and Father to three amazing boys. He has been flipping houses for more than 10 years. He started flipping houses in college and has never looked back. He loves real estate and gets satisfaction from taking an old dumpy crack house and turning it into something truly amazing that a family will be able to create memories in, as their new home. Tyler has built a great business and has one of the best flipping companies in the country. His systems and processes for flipping houses has been raising the bar for other investors. He loves coaching and helping others pursue their dreams and passions in real estate. Tyler has also coordinated several charity projects both locally and internationally. From donating a rehab to a local single mom for Christmas to building houses in the Dominican Republic. He is truly a "Go-Giver" and has a love for using his skill to bless the lives of others. He loves giving back and loves pushing the envelope on rehabbing houses. What you'll learn about in this episode: How Tyler got started in real estate during his freshman year of college in 2008, and how he fixed and flipped his first house solo while going to college full time Why Tyler made the decision to quit his corporate job and go into full-time real estate investing Why working with mentors has been a crucial part of Tyler's success, and what advice he has for anyone who is considering finding a mentor How Tyler has built out an extensive team to handle most of the work in his flipping business, so that he has the freedom to spend more time with his family What rituals and activities Tyler follows every week to help him get into a success mindset and make the most of his time What big wins and setbacks Tyler has experienced in real estate, and what key lessons he learned from losing big on his first deal Why Tyler believes the difference between people who are successful and people who aren't is that successful people take action How Tyler and his team were named "best house-flipping company" by cable network HGTV, and how Tyler successfully developed his "7 Day Flip" system even during the pandemic How Tyler and his team have found success in the flipping niche despite the chaos of the global pandemic, and what they do differently from their competitors What steps Tyler is taking to maintain his momentum going into 2021, and why the one thing he would do differently in his career is believe in himself more Resources: 7 Day Flip" YouTube Playlist: www.youtube.com/playlist?list=PLyi_BxeONiBx0pZuXkAoNBu6Ex3NbzbPD Website: www.utahhouseflip.com LinkedIn: www.linkedin.com/in/tyler-jensen-997b741b1/ Facebook: www.facebook.com/Utahhouseflip/ Instagram: www.instagram.com/utahhouseflip/ Twitter: @utahhouseflip Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Michael Sjogren is a husband, father, investor, entrepreneur, CPA, mentor, podcast host and short term rental expert. Michael and his wife Krysten founded Occupied, LLC, a national short-term rental investment and management company in 2017, as a vehicle to build passive income so they could stop trading away time from family for a paycheck. That vision came to fruition within 18 months when their short term rental portfolio replaced their income and Krysten and Michael both left their corporate jobs. They are based out of Boston, MA and currently they have a portfolio of 20 short-term rental properties across four states including MA, NH, NC & FL including a boutique hotel on Boston's north shore. Michael is also the founder of Short Term Rental Secrets, a mentorship program to help new and seasoned real estate investors launch, automate & scale their short term rental portfolio to 2-5x their rental income and fast track their journey to financial freedom. Michael is the host of the Short Term Rental Secrets Podcast and founder of the Short Term Rental Secrets Mastermind, a training and mastermind program that helps hosts launch, automate and scale their short term rental businesses. Michael and his wife Krysten are co-founders of Occupied, LLC, a national hospitality investment and management company. They have a portfolio of short-term rental properties across the U.S. and a boutique hotel on Boston's north shore. What you'll learn about in this episode: How Mike decided to make a significant career change to free up time, after his son was born with a rare lung disease that caused Mike to use up all his sick leave How Mike's short term rental AirBNB business has grown and expanded, now operating across four different states How Mike has built up his team of four and his systems to automate running short term rental properties What three different methods are available to acquire properties for the purpose of turning them into short term rentals How Mike was able to scale his business without needing to purchase properties by partnering with landlords What potential challenges and pitfalls you might face in the short term rental niche, and why good systems are crucial Why the ideal properties for short term rentals differ from what makes a good long term rental home How Mike handles the maintenance, furnishing and cost structure of the properties he converts to short term rentals Why a great location for your property is key, and why "people, perks and proximity" makes a big difference to its attractiveness to renters How creative thinking and making a unique experience for your guests can turn even remote properties into desirable destinations Resources: Website: www.STRsecrets.com Free 30-Minute Masterclass: www.strsecrets.com/strmasterclass Book a Strategy Call: www.strsecrets.com/survey LinkedIn: www.linkedin.com/in/mikesjogren/ Facebook: www.facebook.com/theAirbnbGuy Instagram: @the_airbnbguy Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: Chris outlines the financial details of a specific deal he did that shows what typical owner financing terms look like How Chris purchased this expired listing under owner financing purchase sales agreement for $183,900 How payday one for this deal was $15,000 non-refundable, with a $923 per month principal-only payment for a payday two of $23,040 How the third payday for this deal, once it comes to fruition, will total over $85,000 due to the significant principal paydown from the principal-only payments for four years Why the total profit of this example deal, assuming the deal ends at year four, will be $123,344 How Chris and the team can often extend the terms of a deal by offering to prepay, especially around the Christmas season Why a "deal after deal" can be incredibly lucrative, and why it is important to think outside the box and be flexible to maximize your profitability Why the terms niche is thriving even during the challenges of the pandemic, and why it is the most recession-resistant niche in real estate Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Brad Blazar is an effective sales leader who over a decade ago set out on a mission to compile stories from his prior business experience as founder & CEO of a small oil company and the encounters from meetings and speaking events with some of the world's best leaders in sports, business, and politics. He is the founder The Art of Beliefology™ – believing that you have the power to change your beliefs and your future. What you'll learn about in this episode: Why Brad believes success comes from developing discipline and a mindset of willingness to do the work to earn your success What steps Brad recommends for people who aren't willing to settle and who want to develop the right mindset to achieve everything they want from life Why finding and imitating others who have the level of success you want can be powerful and transformative How Brad launched a small oil business at the age of 23, and how he leveraged his ability to build trust and build relationships How, after some challenging setbacks for his oil business, Brad leaned into his skill of building networks and raising capital and pivoted into a new business Why Brad believes success starts with building your fundamental skills and then scaling up, and why anyone can be successful using Brad's methods if they put in the effort How Brad has turned his immense capital-raising experience into a comprehensive eight-course program Why personal credit doesn't matter when you're raising investor capital, and why your attitude and presentation does matter Brad explains his trademarked "The Art of Beliefology" system and his first book "On the Wings of Eagles" Why the key to developing new positive habits is to practice small, incremental changes and build up to your goal Resources: Brad's course on how to raise investor capital: www.SmartRealEstateCoach.com/capitalschool On the Wings of Eagles by Brad Blazar: https://amzn.to/2WCZJHc Beast Nation podcast with Brad Blazar: www.bradblazar.com/podcast Website: www.BradBlazar.com Email: [email protected] Instagram: www.instagram.com/bradblazar/ Facebook: www.facebook.com/brad.blazar LinkedIn: www.linkedin.com/in/bradblazar/ Additional resources: Register for the Wicked Smart Kick Start virtual one-day event on January 9, 2021: www.WickedSmartKickStart.com SmartRealEstateCoach.com/action Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Brian was born in New York and moved to Florida at age five and spent most of his life there. He attended Florida State University, and then at the age of thirty he moved to Chicago. Brian has been there for seventeen years now and has a wonderful wife, Katie, who he's been married to for ten years. They have a nine year old son named Will. They love spending time together and taking family vacations, just the three of them. In his spare time Brian likes to play golf, read and play sports with his son. What you'll learn about in this episode: How Brian got started with the Wicked Smart community just over a year ago, and what significant changes have happened over that year Why the decision to commit and take action were key ingredients in Brian's success as a real estate investor Why Brian had to work hard to conquer his fears and take the plunge, and why many of the things he had believed were holding him back were just excuses Why Brian attributes much of his success to patiently taking consistent action on the small things every day How having access to an entire community and powerful resources and support helped Brian get started investing Why success is a choice, and why Brian believes you have the power to make the decision to get started on your road to success Why Brian found the lack of "get rich quick" in the Wicked Smart community to be an appealing feature What advice Brian would offer to anyone who is on the fence and uncertain how to get started as a real estate investor How Brian has been able to get sixteen properties under contract in just the twelve months he's been a part of the community Why the upcoming Wicked Smart Kick Start on January 9, 2021 is the ideal time to become a part of the community, and how to get registered for the event for just $99 Resources: Smart Real Estate Coach podcast episode 191 with Brian O'Neill: https://smartrealestatecoachpodcast.com/podcasts/family-cast-11/ Wicked Smart Kick Start: https://wickedsmartkickstart.com/ Schedule a FREE strategy call with Brian: www.SmartRealEstateCoach.com/action Additional resources: SmartRealEstateCoach.com/action Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Chris's Bio: Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. Zach's Bio: Zach Beach is an Amazon Best-Selling Author of The New Rules of Real Estate Investing and revised edition of Real Estate On Your Terms. He has been an authority in real estate for 7 years now and has personally completed hundreds of real estate transactions and has mentored investors to complete thousands of transactions. At the age of 25, Zach decided to leave the world of bartending and personally training and jump into the family business. Now he is an equal partner and runs the acquisitions department, focusing on helping sellers accomplish their goal of selling their property. If Zach is not working, you will find enjoying the outdoors or spending time with his wife Kayla and two kids Remi and Bellamy. His passion for family and business is what keeps him motivated and excited to take on each day. What you will learn in this episode: Chris and Zach discuss the Wicked Smart Kick Start one-day event and other resources to help you start the year off right and have a fantastic 2021 Resources: Get a strategy call with the Smart Real Estate Coach team: www.SmartRealEstateCoach.com/action Additional resources: Register for the Wicked Smart Kick Start virtual one-day event on January 9, 2021: www.WickedSmartKickStart.com Listen to the Not Just a Transaction podcast hosted by Nick Prefontaine and Zachary Beach from Pre Property Solutions Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Mike's Bio: Mike Makredes is from Fresno, California. He has been in sales all his professional life, and currently working in the Ag industry for the largest melon, broccoli, and corn grower in the US. He handles sales for over 12 million cases ($150 million) of produce per year. What brought him to Chris and the Smart Real Estate Coach team was the thought of getting out of the rat race and into a business that he can control on his terms. Chad's Bio: Chad Heeter grew up in a Kansas City real estate family. At 7 years old, he was pulling weeds and picking up trash around the 30+ rental properties that his dad owned. Soon, he was promoted to mowing lawns and painting. Years later, Chad continued on his own, purchasing and rehabbing his own rental properties. After his wife, Elizabeth, passed away in 2017 after 16 years of marriage, Chad needed to focus on raising his children on his own. He decided to get back into real estate investing, something he could manage while the kids were in school. Not long after, Chad was introduced to Chris Prefontaine and the National Property Team. He's proud to be connected to this incredible group of investors who are working to build win/win relationships by solving problems that many home sellers face, as well as helping home buyers achieve their dream of owning a home. What you'll learn about in this episode: What challenges Mike and Chad have seen in new investor Associates just starting out in their investments Why repetition and experience can help new investors build up their confidence and overcome their mental roadblocks How Mike helps his coaching students develop confidence and learn the right methods to get deals done Why practice, roleplaying and developing consistency in making calls are key for Chad's students to develop their skills Why Mike and Chad feel that integrating yourself into the Wicked Smart community is important for the support the community offers What key tools and resources Mike and Chad feel are important pillars for their students' success Why group calls can be a powerful way for students to interact, exchange tips and strategies and support each other What advice Chad and Mike would offer to people interested in learning real estate investing but unsure how to get started How to request either Mike or Chad to be your coach when you are ready to join the Wicked Smart community Resources: Mike's appearance in episode 40: https://smartrealestatecoachpodcast.com/podcasts/michael-makredes/ Chad's appearance in episode 184: https://smartrealestatecoachpodcast.com/podcasts/family-cast-10/ Chad's Website: http://buffalopeakpropertysolutions.com Mike's Website: http://mtmpropertysolutions.com/ Mike's LinkedIn: www.linkedin.com/in/michael-makredes-8359211aa/ Mike's Facebook: www.facebook.com/MTM-Property-Solutions-Inc-1410920649238036/ Additional resources: Register for the Wicked Smart Kick Start virtual one-day event on January 9, 2021: www.WickedSmartKickStart.com SmartRealEstateCoach.com/action Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Chris's Bio: Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. Zach's Bio: Zach Beach is an Amazon Best-Selling Author of The New Rules of Real Estate Investing and revised edition of Real Estate On Your Terms. He has been an authority in real estate for 7 years now and has personally completed hundreds of real estate transactions and has mentored investors to complete thousands of transactions. At the age of 25, Zach decided to leave the world of bartending and personally training and jump into the family business. Now he is an equal partner and runs the acquisitions department, focusing on helping sellers accomplish their goal of selling their property. If Zach is not working, you will find enjoying the outdoors or spending time with his wife Kayla and two kids Remi and Bellamy. His passion for family and business is what keeps him motivated and excited to take on each day. What you will learn in this episode: Chris and Zach share a special holiday message for Smart Real Estate Coach podcast listeners Resources: Get a strategy call with the Smart Real Estate Coach team: www.SmartRealEstateCoach.com/action Additional resources: Register for the Wicked Smart Kick Start virtual one-day event on January 9, 2021: www.WickedSmartKickStart.com Listen to the Not Just a Transaction podcast hosted by Nick Prefontaine and Zachary Beach from Pre Property Solutions Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Peter Taunton is a pioneer in the fitness industry. In 2003, he had a vision for Snap Fitness: to create an affordable, 24-7, results and value driven gym concept that was differentiated from the impersonal, expensive big-box experience. Today there are Snap Fitness franchises open or in development in 2,500 locations in 26 countries. Taunton, as the Founder and CEO of Lift Brands, didn't stop there. Peter is an expert at understanding consumer desires and fulfilling them. Over the years, he has acquired or founded several brands to round out the consumer-fitness experience: 9Round, Farrell's, YogaFit, STEELE Fitness, Fitness On Demand. Together with the Snap Fitness brand they comprise the world's largest wellness franchise organizations with over 6000 locations open or in development across multiple brands serving 165 million workouts and counting. Peter went on to become the Ernst and Young Entrepreneur of the year and founder of one of the largest wellness brands in the world. Over the years Taunton has been featured in several prestigious industry and entrepreneurial magazines such as Forbes, Entrepreneur and Inc. 5000. What you'll learn about in this episode: How Peter's childhood and humble beginnings made a lasting impact on Peter's business philosophy and taught him lessons still applicable to his work today What important early lessons Peter learned from his father, including a specific example of his dad motivating eight year-old Peter to hustle for his popcorn stand Why one of the important lessons Peter learned is that you can't afford to be afraid of failure in business Why Peter would rather be "street smart" than "book smart" and be great at motivating and inspiring people How Peter was contacted by Forbes and asked to be a teacher for an entrepreneurial course in franchise systems Why Peter is surprised by the number of entrepreneurs he works with who don't plan ahead and have an exit strategy What traits and systems Peter has seen in businesses who are thriving during the global pandemic, and what changes he expects in the near future Why Peter wrote his book, "Impossible Hill", to help entrepreneurs be better equipped and better prepared mentally, physically and financially Why Peter believes the keys to business success can be found in developing your discipline, accountability and patience Resources: Instagram: www.instagram.com/peter_taunton/ Website: www.petertaunton.com LinkedIn: www.linkedin.com/in/petertaunton/ Facebook: www.facebook.com/Peter-Taunton-105472747590615/ YouTube: www.youtube.com/channel/UCbhhYacl1jtVPURqqXGP0dA Twitter: @petertaunton Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

David Nurse is an NBA life optimization coach, future bestselling author, and worldwide motivational speaker. As a former professional basketball player (both international and domestic) and coach for the Brooklyn Nets, David has helped more than 150 NBA players with their personal and professional development both on and off the court. He has been invited to speak in more than 50 different countries on the topics of overall personal development, confidence building, leadership, and motivational growth. David resides in Marina del Rey, California, and is married to the love of his life, the stunning actress Taylor Kalupa. What you'll learn about in this episode: Why the secret to getting unstuck is to pivot your perspective, and why sticking to something is the key to mastering it Why you should aim for and work toward small, incremental improvements that will build up to big success over time How David's experience as a professional basketball player taught him to recognize real drive, and why there is danger in getting early success without a foundation to build on Why accountability and "relentless consistency" are important pillars of mastering any skill, in business or in basketball Why David defines grit as the sum of relentless consistency, accountability and hard work and everything you want to be What steps you can take to develop grit that you can apply to your life, and how to build out an effective team with the right people you can trust that share your grit Why "choice" is a superhero power, and why the choices you make in your morning and evening routines can make a big difference for your success What David and his family's evening routine looks like, and how his evening routine leads directly into his morning routine Why setting a great morning routine is possible no matter what your circumstances are, if you want it badly enough Why David believes that failure is the only way we can learn and grow, and that we shouldn't fear failure but embrace learning Resources: Pivot & Go by David Nurse: https://amzn.to/3oq5Xps Website: http://davidnurse.com/ Instagram: www.instagram.com/davidnursenba/ Facebook: www.facebook.com/DavidNurseNBA/ LinkedIn: www.linkedin.com/in/david-nurse-0a334a35/ Twitter: @DavidNurseNBA Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Chris's Bio: Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. Zach's Bio: Zach Beach is an Amazon Best-Selling Author of The New Rules of Real Estate Investing and revised edition of Real Estate On Your Terms. He has been an authority in real estate for 7 years now and has personally completed hundreds of real estate transactions and has mentored investors to complete thousands of transactions. At the age of 25, Zach decided to leave the world of bartending and personally training and jump into the family business. Now he is an equal partner and runs the acquisitions department, focusing on helping sellers accomplish their goal of selling their property. If Zach is not working, you will find enjoying the outdoors or spending time with his wife Kayla and two kids Remi and Bellamy. His passion for family and business is what keeps him motivated and excited to take on each day. What you will learn in this episode: How the terms niche is booming, even during the global pandemic, and what that means for real estate investors looking for new opportunities Why the terms niche is ideal for being recession-resistant because terms deals are flexible and easy to pivot Why choosing a niche you can get behind and stick with and joining a community who has done what you want to do is the key to success in real estate investing Why you should take action, sustain your momentum, and look for golden opportunities even during the crisis How the Wicked Smart Community has been a powerful motivator, source of inspiration and resource for its members through the pandemic Why Chris, Zach and their family team decided to break into real estate coaching, and how it has impacted their investing business Why much of the coaching the Smart Real Estate Coach team does lies outside traditional real estate but has a major impact on students' success Why being in the right place mentally, physically and emotionally is critically important for your success Why the formula for success is: Be honest with yourself and get clear on where you are Decide where you want to go Identify the core points blocking you right now from getting there Take massive action Work with a coach on your process What the difference between a mentor and a coach is, and why a coach will take you farther than a mentor will Resources: Get a strategy call with the Smart Real Estate Coach team: www.SmartRealEstateCoach.com/action Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Max Keller is a real estate investor, bestselling author, and highly sought after consultant, speaker, and expert panelist on the topic of lead generation and marketing for real estate investors. In just a few short years Max went from being a full-time high school Math Teacher to flipping over 100 houses. Max's unique marketing approach landed him onstage with Robert Kiyosaki being presented with the 2019 Industry Innovator of the Year Award. What you will learn in this episode: How Max made the transition from teaching high school math full time to investing in real estate through wholesaling and fix-and-flip How Max learned the importance of differentiating as his local real estate investor market became increasingly crowded, and why he decided to focus on senior homeowners How focusing tightly on the senior niche surprised Max by helping him land more deals, even if he wasn't always the highest bid Why there are two ways to get deals, by either hunting or trapping, and why Max considers himself a trapper Why Max wrote a book not to sell to readers, but to build his credibility and sell readers on what he can do for them How there are two different methods real estate investors can take to write a book, and what kind of time and money it takes to write a book How writing a book can be a powerful tool for building credibility and trust and generating more leads Max offers examples of how writing a book became a game changing marketing strategy and helped generate word-of-mouth advertising How Max's book has increased the profitability of his deals, reduce competition and seller resistance, and helped Max have more fun What obstacles Max sees in real estate investors that feel hesitant about writing a book, and why people often misunderstand what being an expert entails Resources: Website: https://dealschasingyou.com/prefontaine Free Gift from Max: www.smartrealestatecoach.com/maxgift Learn More about Max: www.smartrealestatecoach.com/dealschasingyou LinkedIn: www.linkedin.com/in/max-keller-567760154/ Facebook: www.facebook.com/SaviorPublishingHouse/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

A veteran with over 20 years of experience working in the finance industry, Aaron Chapman previously worked in mining, heavy equipment operation, welding and long haul driving. Aaron isn't your average Real Estate Lender! Currently ranked #14 in an industry of over 300,000 licensed loan originators for transactions closed annually; Aaron is that battle worn partner every real estate buyer needs to walk through the tough parts of building a real estate business. What you will learn in this episode: How Aaron's diverse career background and a chance encounter led to Aaron getting started in the real estate lending industry How Aaron's real estate lending has grown since the 2008 market crash, and what kind of investors he specifically focuses on Why Aaron differentiates himself by going beyond being just a lender who closes loans to helping investors make smart choices and avoid mistakes How you can learn more about Aaron and his work helping investors, and why he focuses primarily on 30-year fixed loans Aaron shares a hypothetical example of the numbers that can power a typical real estate investment transaction How the profits on a deal can compound over time, and how inflation can play a big part in your calculations Why Aaron feels passionately about helping real estate investors succeed, and how he created his Quit Jerkin Off initiative Why Aaron encourages investors to watch the "Operation Toussant" documentary film on Amazon Prime and donate to Operation Underground Railroad What steps Aaron suggests you take to take control of your mornings and start every day off on the right foot Resources: Website: www.aaronbchapman.com Aaron Chapman's Amazon author page: https://amzn.to/3m39g5k Quit Jerkin Off YouTube Channel: www.youtube.com/c/quitjerkinoff Operation Underground Railroad website: https://ourrescue.org/ Facebook: www.facebook.com/aaronchapmannjo/ Instagram: www.instagram.com/sgoc_aaron/ LinkedIn: www.linkedin.com/in/aaronbchapman/ LinkedIn: www.linkedin.com/company/securitynational-mortgage-company-3116/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Aaron Fragnito has been helping people passively invest in Real Estate for 10 years. Aaron is a Co-Founder of Peoples Capital Group (PCG) which holds a $10M portfolio, host of the New Jersey Real Estate Network, host of the Passive Cash Flow Podcast, a licensed NJ Realtor and a full time real estate investor. Aaron has completed over 250 real estate transactions, totaling more than $40,000,000 in Real Estate in his career. What you will learn in this episode: Why reading Robert Kiyosaki's "Rich Dad Poor Dad" gave Aaron's life the direction he was looking for, and how he broke into real estate How Aaron broke out of his role as a licensed real estate agent after he struggled during the years after the 2008 crash, and how he got involved in investing What advice Aaron would offer to brand new investors just starting out or who are considering making a career change and moving into real estate What experiences Aaron has had partnering with others on his investments, and why understanding your strengths and weaknesses and trusting your partner are crucial What deals and projects Aaron is currently working on, and how the pandemic has changed his business and created opportunities How the outbreak of the global pandemic has given Aaron the push to do deals outside of New Jersey for the first time Why the local market in Vermont is booming and has presented Aaron with new opportunities to grow his business How to find out more about Peoples Capital Group and apply to passively invest with Aaron and his team What benefits passive investors can receive, and why passive investing is a great option for career professionals Why passive investing is the key to creating true wealth without having to devote time and effort, and what qualities to look for in investors to partner with Resources: Passive Cashflow Podcast: www.peoplescapitalgroup.com/blog Passive Real Estate Investing in 2020 Free E-book: www.peoplescapitalgroup.com/e-book Apply to Qualify as a Passive Investor: https://www.peoplescapitalgroup.com/qualify-to-invest Facebook: www.facebook.com/peoplescapitalgroupnj/ Instagram: www.instagram.com/real_estate_investments_nj/ Twitter: https://twitter.com/PCGrealestate @PCGrealestate LinkedIn: www.linkedin.com/in/aaron-fragnito-620b93173/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook

Russell Ham was born in Southern California about 10 minutes from Disneyland. He is the youngest of four boys all born in the 60's. After graduating high school, he began coaching high school boy's basketball. He continued to coach for 30 years until last year. Russell is a high school PE teacher and is married to his beautiful wife, Emily, and they have two children. Lacie, who's 17 years old and Jesse, who's 14 years old.They also have two dogs, Ella and Willow. Russell started with SREC in April of 2019. Russell was looking for a real estate niche (i.e. fix & flip, buy & hold, BRRRR) and came across Chris' Youtube channel. Instantly Russell got hooked for two reasons: One, how open Chris, Zach, and Nick were with showing you how to do real estate on terms through the YouTube channel and two, the Wicked Smart community is second to none. They show you the way to be successful and are with you coaching/mentoring you side by side. What you will learn in this episode: How Russell had very little real estate investing experience before he connected with the Wicked Smart community How Russell spent 30 years coaching high school boys basketball, and how he balances coaching, being a father, and working on his real estate investing What life was like for Russell before the global pandemic hit, and how things have changed over the last year What key lessons, disciplines and habits Russell needed to develop to achieve his goals in real estate Why Russell believes that success, either in basketball or real estate, requires discipline, dedication, preparation and commitment How Russell has developed his confidence since starting with the Smart Real Estate Coach, ahd how he has made nearly $90,000 in his first two deals just on payday one What goals Russell has set for his investments and deals in the upcoming year, and how he plans to achieve those goals Why becoming a part of the Wicked Smart community has been life-changing for Russell and has even helped him lose weight and get in shape What's next for Russell, and why his five-year goal is to stop teaching and transition to real estate full time What advice Russell would offer to brand new investors and people approaching the terms niche for the first time Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Sean Morrissey is a "buy and hold" investor and real estate broker/owner who resides in Aurora, Illinois with his wife, two children, dog, and cat. Sean started his real estate journey as a landlord in 2003. He earned his real estate license in 2006 and opened his real estate brokerage, Chicagoland Realty Group Partners LLC, in October 2011. Since 2010, Sean has managed up to 200 single-family homes while building his real estate rental portfolio in the western suburbs of the Chicagoland area – primarily in the Aurora, IL community. Sean's current goal is to earn three times his family monthly expenses in passive rental income and earn financial freedom by the year 2021. Sean hosts a weekly podcast for entry-level real estate "buy and hold" investors called "Landlording for Life" and just surpassed 50 episodes launched. What you'll learn about in this episode: How Sean got started in real estate and then opened his own brokerage, and how Sean structures his deals How Sean grew and scaled his brokerage business, and why he had trouble breaking out of the owner operator mentality How getting his real estate license just before the 2008 market crash impacted his career, and what key lessons he learned through the debacle What key differences and similarities Sean sees between the 2008 crash and today's global pandemic Why Sean believes in metrics and buying smart, and why he suggests new investors be conservative during these uncertain times How Sean balances his work as an investor and managing his brokerage with spending time with his family Why Sean's current focus is on maximizing his monthly passive income to free up his time and his finances How Sean is working to automate his business by hiring Virtual Assistants and implementing efficient systems How Sean taught himself everything he knows about real estate through trial and error, and what he would do differently through the 2008 crash Why systems streamline the process of being a buy-and-hold investor and landlord, and why those systems are also the key to growing bigger and faster Resources: Website: https://chicago-realty-group.com/ Landlording For Life podcast: www.landlordingforlife.com LinkedIn: www.linkedin.com/in/sean-r-morrissey/ LinkedIn: www.linkedin.com/company/chicagoland-realty-group-partners-llc/ Facebook: www.facebook.com/ChicagolandRealtyGroupPartners Twitter: @seanrmorrissey Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Bradley Franc is the creator of The Succession Solution. He is an accomplished entrepreneur, business coach, strategist, business lawyer, and CPA (inactive). As an entrepreneur he has formed four separate companies which have been named nine separate times in INC Magazine list of fastest-growing companies in the U.S. Bradley has been named by Worth Magazine as one of the top 100 attorneys in the United States. Over his 30 years in the field of transition planning, he counseled hundreds of closely-held business owners on their succession plans. In 2019, he published the book entitled "The Succession Solution, The Strategic Guide to Business Transition", which was an Amazon bestseller. What you'll learn about in this episode: How Bradley began his career as a CPA, and how he recognized the recurring theme of insufficient succession planning that inspired him to change career focus Why family-owned businesses who aren't sure what to do are Bradley's ideal clients, and how he helps these families make succession arrangements What process Bradley follows with his clients to get a better idea of their specific needs and goals Why succession planning is crucial to ease the strain on your business in the event of the unexpected or even just to prepare for exiting the business for retirement Why doing your succession planning early is important and gives you access to more flexible options than waiting How Bradley developed his six-step Succession Solution process, and how he uses this process to help his clients and even in his own succession planning in his business Bradley shares some eye-opening statistics, such as how 70% of businesses fail between generation one and generation two and 85% by generation three Why Bradley believes there are three types of succession: a succession of knowledge, of management, and of ownership Why Bradley believes succession planning is really just a variety of strategic planning, and how doing succession planning can increase the value of your company Why too many companies plan but fail to execute on their plan, and why following through is crucial for success Resources: More Info on Bradley's Services: www.thesuccessionsolution.com The Succession Solution by Bradley Franc: https://amzn.to/38CBeB9 Website: www.hh-law.com/attorney/bradley-franc/ Facebook: https://www.facebook.com/francbjf LinkedIn: https://www.linkedin.com/in/bradleyjfranc/ LinkedIn: www.linkedin.com/company/houston-harbaugh/ Twitter: @successionsol

Gene Guarino speaks in over 50 cities and 5 countries on Residential Assisted Living and the opportunities for business owners, operators, investors and entrepreneurs. He has trained over 300,000 people over the past 30 years on topics ranging from real estate investing, starting your own business, entrepreneurship and he has focused exclusively on Residential Assisted Living for the past 7 years. He has hosted 3 radio shows and authored 4 books including: "BLUEPRINT" – How To Start Your Own Residential Assisted Living Business and "The Insider's Guide To Investing In Senior Housing" Gene has been married for 34 years, has 4 children and 2 grandchildren. What you will learn in this episode: How Gene got started in real estate at 18 years of age, and why he has shifted to working exclusively in residential assisted living How the residential assisted living niche works to combine real estate investing with running a business, and why the location is key How the "tenant" in a residential assisted living property is the operator of the facility and not the senior residents Why it is important to find the right operator first and then find a real estate deal that fits their needs Why residential assisted living offers extraordinary profits compared to traditional home rentals Why this niche offers a diverse range of deals from single properties to deals worth hundreds of millions of dollars, and why the need for residential assisted living will only grow Why "smaller is better" in senior living, and why the age of pandemic is helping drive business to these smaller assisted living residences instead of big-box facilities Why Gene got started in residential assisted living to help his own mother, and why reading his book "BLUEPRINT" is the first step in learning his methods How splitting a four-bedroom home up and renting it to four seniors in a co-housing arrangement can make you more money than renting it to a single family Resources: Website: www.ralacademy.com Facebook: www.facebook.com/ResidentialAssistedLivingAcademy/ Youtube: www.youtube.com/user/Yoitsmetv Instagram: www.instagram.com/ralacademy/ Twitter: https://twitter.com/ralacademy @RALAcademy LinkedIn: www.linkedin.com/in/geneguarino/ LinkedIn: www.linkedin.com/company/residential-assisted-living-academy Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He's also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990's and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000's included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and "raise the roof" projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they're in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: How masterminds can be a powerful way to get yourself unstuck by leveraging the support and ideas of others Why physical exercise and working out can also help you become unstuck, and why it is more important than ever during the global pandemic How an offsite meeting allows you the opportunity to break out of the routine, clear your head, and get a new perspective How Chris got himself unstuck after the 2008 economic crash, and why there are two different kinds of "stuck" Why mastering the mental game and your mindset is one of the most important steps you can take to get yourself unstuck How getting himself unstuck helped Chris create his business model within the terms niche and find new levels of success Why choosing a niche and then staying within the "box" of that niche for at least 36 months is critical for learning, mastering and profiting from your niche Why you should eliminate distractions and commit to your own success, regardless of which niche you choose How to use YouTube or Netflix to find and learn from people with similar circumstances to you who have gotten unstuck Resources: Rock Thomas's Coaching: www.SmartRealEstateCoach.com/rockthomas Dr. Amanda Barrientez's Coaching: www.SmartRealEstateCoach.com/nfa Heather Robertson's 12 Week Program YouTube: https://www.youtube.com/channel/UCOpsZxrmeDARilha1uq4slA Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Dave Foster is the Founder and CEO of The 1031 Investor. Dave is a degreed accountant and serial real estate investor who is a qualified intermediary and consultant for tax saving strategies such as the 1031 exchange and the section 121 homestead exemption. Dave started fix and flipping in the 90s and realized that about 40% of his profits were going directly to the IRS. Dave tells us about the updated rules and regulations around using the 1031 exchange to legally compound your tax interest that will stay with you instead of going straight to the government. Dave breaks down exactly how to use the 1031 exchange in layman's terms. He explains to us how he moved his way from Denver, CO to Tampa, FL over 10 years using the section 121 homestead exemption, so that he and his family could move onto a boat (which was a huge dream of his). Tune in to listen to how Dave raised 4 boys on his boat while investing in properties with the 1031 exchange. What you'll learn about in this episode: How paying more in taxes on his early investments than he made in profits lit a fire under Dave and inspired him to find a way to keep more of his money How Dave discovered the 1031 exchange rules, and how that became the vehicle he used to achieve his financial goals and dream of moving his family onto a boat What a 1031 exchange is, and how real estate investors can take advantage of these rules to avoid taxes on their investment profits Why it is critically important to speak with a Qualified Intermediary (QI) and set up your 1031 exchange before you close on a property sale How Dave created The 1031 Investor as a means of teaching real estate investors everything they need to know to take advantage of 1031 tax savings How every state except Pennsylvania honors the 1031 exchange at the state level, and what to look for in a good, ethical QI What benefits you can receive from using a 1031 exchange to grow your wealth, and how to take advantage of value appreciation Why it is important to learn from people who have weathered difficult times, and why Dave believes in testing people's knowledge and performance Why the "four D's" of 1031 exchange, "defer, defer, defer, die", are the key to avoiding taxes on your investment income Resources: Free Giveaway: www.the1031investor.com/wp-content/uploads/2019/11/1031-Exchanges-Explained-by-The-1031-Investor.pdf Fill out this link for a $50 discount for listening to the podcast: www.the1031investor.com/podcast/ Website: www.the1031investor.com/ LinkedIn: www.linkedin.com/in/davefoster1031/ LinkedIn: www.linkedin.com/company/the-1031-investor/ Facebook: www.facebook.com/the1031investor/ Twitter: @DaveFoster1031 Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Steven Kotler is a New York Times bestselling author and an award-winning journalist. As the Executive Director of the Flow Research Collective, he is one of the world's leading experts on high performance. His most recent work, Stealing Fire, was a national bestseller and nominated for a Pulitzer Prize. It documents an underground revolution in peak performance that is rapidly going mainstream, fueling a trillion dollar economy and forcing us to rethink how we lead more satisfying, productive and meaningful lives. Steven's work has been translated into over 40 languages and appeared in over 100 publications, including The New York Times, Atlantic Monthly, Wall Street Journal, Forbes, Wired and TIME. He also appears frequently on television and radio, and lectures widely on human performance, disruptive technology and radical innovation. Steven is also the cofounder of Creating Equilibrium, a conference/concert/innovation accelerator focused on solving critical environmental challenges, and, alongside his wife, author Joy Nicholson, Steven is the cofounder of Rancho de Chihuahua, a hospice care/special needs care dog sanctuary in the mountains of Northern New Mexico. He has a BA from the University of Wisconsin, Madison, and an MA from Johns Hopkins University and, whenever possible, can be found hurling himself down mountains at high speeds. What you'll learn about in this episode: What major shifts Steven has recognized in the realm of "peak performance" in the last ten years, and why podcasts have led the way in creating the shift What peak performance is, how the science behind it has progressed, and why what works for one person won't necessarily work for another How science defines a state of "flow", and what parts make up the six core experiences of the state of flow How to train your mind to help you get into a state of flow, and what key activities help you trigger flow Why you should end each day with a list containing a specific number of goals for the next day where you can be excellent Why achieving flow is easier than you might think, if you develop key habits and know the process and triggers How Steven began teaching others the skills and neuroscience behind peak performance and achieving flow How achieving a state of flow can help real estate investors in particular, and how flow can help you keep up with technological shifts How the last stage of the flow cycle is the "active recovery" period, and how that recovery period is critical for avoiding burnout How learning to manage your state of flow can help you perform better, be more creative, and accomplish your goals Resources: Free "flow blockers" diagnostic: www.flowresearchcollective.com/flow-blocker-quiz Website: www.flowresearchcollective.com LinkedIn: www.linkedin.com/in/steven-kotler-4305b110/ LinkedIn: www.linkedin.com/company/flow-research-collective/ Facebook: www.facebook.com/flowresearchcollective/ Twitter: @steven_kotler Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Scott Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone's responsibilities included such notable projects as the 400-unit Coromandel in Deerfield, IL, the 40-unit HedgeRow in Winnetka, IL, and the 51-unit Optima Center Wilmette in Wilmette, IL. In 2012, Krone founded Coda Management Group – a firm that specializes in managing real estate assets. Since its inception, Coda has managed a wide range of real estate including single and multi-family homes, retail, commercial warehouse, and self- storage and multi-use flex athletic spaces. Currently, the platform of investments is in excess of $55 million. In 1998, Krone founded Coda, an award-winning Design + Build | Sustainability | Consulting firm. Since its inception, Coda has won numerous design/build awards including the international Green GOOD Design Award in 2010, Best of Houzz 2014 and 2015, and Design Evanston Award. Their work has been featured in notable publications as Dream Homes – Chicago, Midwest Luxury Homes, Crate & Barrel 2010 Best Catalogs, NBC TV Show Taste, and national ACE Hardware Commercials. In addition, Krone has authored High Performance Homes – Navigating the Green Road to Your Dream Home, a book for homeowners seeking to incorporate green technology into their home. What you'll learn about in this episode: How architecture served as Scott's gateway to real estate investing, and how he founded Coda in 1998 and later transitioned to self-storage Why the appeal of the self-storage niche lies in its lowered risk exposure and ease of risk management and mitigation Why self-storage is especially recession-resistant, and how to break into self-storage investing How partnering with investors helped Coda break into the self-storage niche, and how they offer a number of different vehicles for investors What areas of the country Scott considers to be "oversaturated", and why Coda focuses on the Midwest How being classified as essential during the pandemic has been a boon for Coda, and how the pandemic has impacted their business Why the number one mistake Scott sees investors making is overpaying for an asset, and why systematizing the business has been crucial for Coda's growth and success Why the relationships Scott has formed are what he considers to be his biggest wins in life, and why paying for coaching is worthwhile How to get a free call with the team at Coda Management Group, where you can ask questions about self-storage and even partnering with Coda Resources: Website: www.codamg.com Email: [email protected] Facebook: www.facebook.com/CodaManagementGroup LinkedIn: www.linkedin.com/in/scott-krone/ LinkedIn: www.linkedin.com/company/codamg/ Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Jacque Turbett is Zach's Executive Assistant at Smart Real Estate Coach. She graduated with a bachelor's degree from University of South Florida but grew up in Western NY and has lived there most of her life. Jacque has worked in Customer Service in some way shape or form for the last 10 years. Jacque has a passion for running and spends her time training for half and full marathons throughout the year. She also volunteers for her local running community helping people to train and run their first 5K. Jacque, her husband, and their border collie enjoy hiking on the weekends and going on roadtrips as often as they can. She joined Smart Real Estate Coach because she always had an interest in Real Estate and loves working to help others reach their dreams and goals. What you'll learn about in this episode: How, prior to joining the Smart Real Estate Coach team, Jacque ran her own business and ran political campaigns Why Jacque left her career in politics, and how her time leading a business taught her the key skills of time management, discipline and personal development Why Jacque believes one of the most important parts of time management is planning out your day the night before Why the book "Eat That Frog!" by Brian Tracy helped Jacque develop her discipline by teaching her to do the thing she least wants to do first Why the key to personal growth is to find the right time to read or listen to audiobooks that works for you What Jacque does in her role as Zach's Executive Assistant and working with the coaches and associates in the Smart Real Estate Coach community, and how her role has grown Why working with new students in the onboarding process is Jacque's favorite part of her workday Jacque shares her perspective as an outsider to the real estate investing world, and why she loves working with the team's coaches Why Jacque is grateful that the Smart Real Estate Coach team adheres to the value of "clear, blunt and to-the-point" Resources: Website: www.SmartRealEstateCoach.com/action Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Dwan Bent-Twyford, America's Most Sought-After Real Estate Investor™, started as a broke, single mom who had been fired from Denny's. She now heads up "Investors Edge University" – A company that specializes in training new and seasoned investors in a wide range of real estate investing techniques through live workshops, weekly webinars, a member site, coaching, and seminars. Having flipped over 2,000 deals herself she is more than qualified to share her vast knowledge of real estate investing with America. Dwan is affectionately known as the "Queen of Short Sales"® and is considered to be the Nation's #1 Expert on Short Sales & Foreclosures. She has written three best sellers, "Short Sale Pre-Foreclosure Investing," "How to Sell a House When It's Worth Less Than the Mortgage," and her most recent New York Times best seller was written with Steve Forbes, "SuccessOnomics." She is highly sought after and has been featured on Fox and Friends, MSNBC, Naomi's Good Morning, Colorado and Company, and many other TV, radio, podcasts, and print media. Dwan also has a top-rated podcast called…The Most Dwanderful Real Estate Podcast Ever! In a market dominated by men, Dwan has certainly made her mark! Her goal never changes – to make a difference in the lives of others! What you'll learn about in this episode: How a series of unexpected setbacks led Dwan to get started as a real estate rehabber, and how she made $22,000 in her first deal How Dwan recently took on her biggest project ever, renovating 18 buildings in downtown Clinton, Iowa as part of a city beautification project How Dwan went from a broke single mom to doing 75 wholesale deals and around 350 subject-to deals Dwan shares how she negotiates deals, with an example of giving a building owner three different, flexible offers to choose from How Dwan has never needed to foreclose or evict anyone because she makes sure everyone she does deals with completely understands how the deal is structured How Dwan also uses a three payday deal system she calls her "triple profit center", and how to reach out to Dwan with questions Why getting through your first deal is an important step for lighting a fire and getting passionate about real estate investing Why finding a coach or mentor who has been through tough times and has experience bouncing back is crucial Why Dwan expects accountability from her coaching students, and how their "accountability logs" help Dwan identify where they need to improve How Dwan got started investing in a time when real estate was a "boys' club," and how she was able to prove herself by mastering wholesaling Resources: Website: https://dwanderful.com/ Podcast: https://dwanderful.com/podcasts/ LinkedIn: www.linkedin.com/in/dwanbenttwyford/ Facebook: www.facebook.com/Dwanderful/ Facebook: www.facebook.com/InvestorsEdgeUniversity Twitter: @teachrealestate Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Karen Briscoe is the creator of the transformative "5 Minute Success" concept. Her books Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed and Commit to Get Leads: 66 Day Challenge® offer a combination of information and inspiration delivered through memorable stories. The daily format with takeaways propels one to achieve success at a higher level in business and life. Her first book was featured in INMAN as "must read for your best year in real estate" in 2017. Amazon ranks the book in the top 1% in its category. It has been endorsed by industry leaders Hal Elrod, Pat Hiban, and Michael J. Maher. She is a contributing author to INMAN and Real Trends real estate media outlets. Karen is the host of the "5 Minute Success" podcast which has ranked #1 on Overcast most recommended in the business category. The show has an amazing array of guests who achieve success at a high level. Karen also is a frequent guest on other podcasts that focus on entrepreneurial, success and motivation, as well as real estate related topics. She speaks on a national and local level on the "Best of 5 Minute Success." Further, she has completed the John Maxwell Team Certification Program for Coaching, Speaking, and Training. Karen is the principal owner of the Huckaby Briscoe Conroy Group (HBC) with Keller Williams. The HBC Group has been recognized by the Wall Street Journal as one of the 250 Top Realtor® teams in the United States. Since 1977, HBC Group has sold over 1,500 homes valued at over $1.5 billion. The team consistently sells over 100 residential properties annually ranging from multi-million dollar luxury estates to condominiums and townhomes. Primary markets areas include Northern Virginia, suburban Maryland, and Washington, DC. As a real estate professional, Karen is a member of the Institute of Luxury Home Marketing, FIABCI International Real Estate Federation, and Women's Council of Realtors®. What you'll learn about in this episode: How Karen initially got started in real estate, and how she worked hard and gained rapid success and then weathered the 2008 crash by drawing on her experience in the 1980s How Karen's focus is on rainmaking for her business, and how thought leadership, coaching and writing a book was a side hustle that has become a way to enhance the business How the global pandemic has forced many people to focus on their physical and security needs, and why "flipping the pyramid" to focus on self-actualization can be powerful Why "going where the market is going" is Karen's top tip for weathering storms and surviving (and then thriving) in difficult times How carefully watching the ration between supply and demand is the strongest indicator of where the market is going Why one of the key mistakes Karen sees people make is focusing too heavily one one thing, such as their business, and forgetting their other priorities like family and health How Karen fell into the trap of becoming "almost addicted" to receiving accolades for her immense success, and how breaking out of that mindset made her even more productive How bringing alignment between her work and other areas of her life helped make Karen happier and had a ripple effect in her relationships with others Why real estate investors should be investing in themselves first, and what books Karen recommends you read How Karen's "5 Minute Success" concept came about as a response to people who said they didn't have time to make meaningful change Additional resources: Karen Briscoe's Amazon Author Page: https://amzn.to/2T3mCli Website: www.5MinuteSuccess.com LinkedIn: www.linkedin.com/in/karenbriscoe/ Facebook: www.facebook.com/5MinuteSuccess/ Twitter: @5MinuteSuccess Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Bob Lachance has been an active business owner and real estate investor since 2004. Bob is an entrepreneur by nature and currently owns, operates, and manages many different businesses around the world. Bob helped create one of the top Real Estate Coaching and Mentor programs today and created one of the premiere Virtual Assistants Staffing companies, REVA Global LLC. Bob is an expert in the real estate investing space and has an incredible reputation for creation, implementation, and execution. Bob is a sought-after mentor and industry expert, lending his voice to countless real estate investors, startups, and entrepreneurs looking to take their businesses to the next level. Prior to getting into the business sector, Bob had a successful 8-year professional ice hockey career, which allowed him the privilege of traveling and living all over the United States and Europe. Bob was also a member of the 1995 National Championship Boston University Ice Hockey Team. What you'll learn about in this episode: How Bob's experience as a professional hockey player taught him early in his career the importance of having a coach How Bob made his way into real estate investing after retiring from his career as a hockey player How Bob's local REI group played an integral role in getting him started as an investor, and how he recognized that many investors struggle with a lack of time How Bob got involved in the virtual assistant business, and how his virtual assistants can help investors make the most of their limited time How Bob and his team carefully vet and train their virtual assistants to ensure that they have the skills and tools they need to succeed Why following the next shiny object in real estate will never take you as far as picking a niche and sticking to it until you master it How Bob finds a way to balance between his time working on his two companies and his time with his family How to get in touch with REVA and find out more information about their virtual assistant services What key daily habits and morning rituals Bob follows to ensure that he's starting each day off at his best Why effectively marketing yourself is crucial for any business, whether in the real estate space or elsewhere Resources: Website: www.SmartRealEstateCoach.com/reva Website: https://revaglobal.com/ Email: [email protected] LinkedIn: www.linkedin.com/in/boblachance/ LinkedIn: www.linkedin.com/company/reva-global-llc/ Facebook: www.facebook.com/trainedvirtualassistants/ Additional resources: Website: SmartRealEstateCoach.com/QLS Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC