Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this Client Success Spotlight episode, I talk with Carole Anderson—a former corporate accountant turned real estate investor—about how she built a thriving short-term rental portfolio after the sudden loss of her husband. Carole shares how she went from managing one Airbnb in her basement to running nine STRs, including owned properties, arbitrage units, and co-hosting arrangements. We also discuss the importance of clean books, building great systems, and how she’s turning her cost centers into profit centers by launching complementary businesses like cleaning and bookkeeping services. This is an inspiring story of resilience, resourcefulness, and long-term vision.Timestamps:00:00:00 – Carole’s first impression of Ryan’s boot camp00:00:44 – Carole’s education and accounting background00:01:54 – Leaving corporate America to pursue real estate full-time00:02:35 – How accounting skills helped her succeed in STRs00:04:50 – The story behind her very first Airbnb00:06:14 – Why her target guest isn’t who you’d expect00:08:28 – Carole’s current portfolio: 9 properties with diverse strategies00:09:34 – Funding her first STRs with life insurance after a family tragedy00:11:36 – How she scaled through smart investing and timing00:13:31 – Selling a non-compliant STR and reinvesting profits00:15:10 – Why she loves arbitrage (and how she pitches landlords)00:16:56 – Why she’s focused on her local Utah market00:18:38 – Turning her cleaning costs into a scalable business opportunity00:20:31 – How she found Ryan through YouTube and joined the boot camp00:23:39 – Why she’s switching from her local CPA to Ryan’s team00:26:18 – “Are you the one changing your family tree?” Carole’s powerful answer00:28:27 – Launching her direct booking site and plans to scale even furtherInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/ryanbakkecpa/► Twitter: https://twitter.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this episode, I sit down with Kenny Bedwell from STR Insights to discuss actionable strategies for evaluating and acquiring profitable short-term rental properties. We dive deep into the importance of understanding market trends, creating a buy box for investments, and balancing risk with reward. From analyzing net income to navigating legislation risks and diversifying your portfolio, this conversation is packed with insights to help you grow your real estate investments. Whether you’re new to short-term rentals or looking to refine your strategy, this episode has valuable takeaways for everyone.Timestamps:00:00:00 Intro00:01:00 Kenny’s Background and Journey from W2 to Real Estate00:06:00 The Importance of Creating a Buy Box for Investments00:12:30 Breaking Down Risk: How Much Net Worth to Invest00:20:00 Diversification Strategies for Short-Term Rentals00:28:00 Avoiding Common Mistakes: Knowing What You Don’t Know00:36:00 Legislation Risks and How to Protect Your Portfolio00:44:00 Less Is More: Scaling with Quality Over Quantity00:52:00 Closing ThoughtsInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: ⁠https://www.instagram.com/learnlikeacpa/⁠► LinkedIn: ⁠https://www.linkedin.com/in/learnlikeacpa/⁠► Twitter: ⁠https://x.com/LearnLikeaCPA⁠► Facebook: ⁠https://www.facebook.com/learnlikeacpa⁠► Tiktok: ⁠https://www.tiktok.com/@learnlikeacpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors ► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠ In this episode, I sat down with Harrison Goldblatt, a real estate investor who has scaled to 60 units in just a few years. Harrison shares his journey from house-hacking his first property in Los Angeles to building a cash-flowing portfolio in Cleveland, Ohio. Along the way, he dives deep into the BRRRR method, leveraging value-add opportunities, and overcoming challenges in property management. Whether you're just starting out or looking to scale your portfolio, this conversation is packed with actionable strategies and valuable insights. Timestamps: 00:00:00 – Intro 00:01:00 – How Harrison Started in Real Estate: House Hacking in California 00:05:47 – First Property Numbers and Lessons Learned 00:09:09 – Scaling to 60 Units: Transitioning to Out-of-State Investing 00:14:03 – Using the BRRRR Method to Lower Investment Barriers 00:17:31 – Challenges with Refinancing and Avoiding Common Mistakes 00:20:22 – Lessons Learned from a Bad Deal in Detroit 00:24:13 – Importance of Mentors and Learning from Experienced Investors 00:29:27 – Tax Strategies: Cash-Out Refinancing and Depreciation 00:34:31 – Challenges of 1031 Exchanges and Managing Equity 00:39:04 – Beginner’s Luck and the Risks of Overconfidence in Investing 00:42:20 – Property Management Pitfalls and Avoiding Scams 00:44:45 – Building a Community for Real Estate Investors Interested in working with me? Apply here: ► https://taxstrategy365.com/apply?el=podcast Let's connect! ► Instagram: https://www.instagram.com/ryanbakkecpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/RyanBakkeCPA ► Facebook: https://www.facebook.com/ryanbakkecpa ► TikTok: https://www.tiktok.com/@ryanbakkecpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors►Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this episode, I sit down with Matt Stillman, a seasoned real estate investor and entrepreneur, to discuss his journey from financial struggle to building a thriving real estate portfolio. Matt shares how he went from earning $38K per year to making six figures in just six months, only to lose his job and use that setback as fuel to become a self-made real estate investor. We dive deep into mindset shifts, portfolio optimization, and the tough lessons he learned along the way. If you’re looking to break free from financial limitations and scale your investments, this episode is packed with actionable insights.Timestamps:00:00:00 – Intro00:01:19 – Matt’s journey from struggle to success00:04:06 – How a mentor changed Matt’s financial mindset00:05:38 – Scaling from 1 to 51 properties00:09:13 – Getting fired & the wake-up call to entrepreneurship00:12:47 – The power shift: Making $50K on your own vs. $250K as a W200:17:00 – How Matt optimizes his portfolio for maximum returns00:21:59 – When to sell vs. hold real estate investments00:28:26 – The cost of bad investments & lessons learned00:35:30 – Why mindset is the key to scaling your business00:42:56 – Breaking free from financial programmingInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors► Join here:⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this episode, I sit down with Shannon Weinstein, a CPA and fractional CFO, to break down what it takes to build a seven-figure accounting firm with fewer than 12 clients. We dive into why relationship-driven service models outperform traditional high-volume firms, how to position yourself as an expert, and why branding is the key to building trust and attracting premium clients. Shannon also shares the mistakes most accountants make in marketing and pricing—and how to avoid them. If you're looking to scale your firm while keeping a lifestyle-first approach, this episode is a must-listen.Timestamps:00:00:00 - Intro: Selling the plan out of hell00:02:39 - Shannon’s CPA journey and early career00:06:32 - Why Shannon left EY and went solo00:10:55 - The key sales lesson: Selling benefits, not features00:15:10 - How frequency builds trust in branding00:20:38 - Shannon’s transition from 120 clients to just 1200:26:53 - How to attract and retain premium clients00:31:12 - The power of strong positioning in pricing strategy00:36:42 - Debunking the "cheaper is better" myth in accountingInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors ► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠ In this episode, I sit down with Jeff Hampton from STR Law Guys to uncover essential asset protection strategies for short-term rental investors. Jeff shares his insights as both an attorney and a real estate investor, highlighting the importance of LLC structures, commercial insurance, and upcoming changes like the Corporate Transparency Act. From avoiding common legal pitfalls to optimizing your asset protection plan, this conversation is packed with actionable advice to safeguard your investments and future-proof your portfolio. Timestamps: 00:00:00 Intro: Meet Jeff Hampton and STR Law Guys 00:01:03 Jeff’s journey: From suing STR owners to protecting them 00:03:12 Common misconceptions about LLCs and asset protection 00:08:14 Why commercial insurance is non-negotiable for STR owners 00:13:17 Corporate Transparency Act: What investors need to know 00:21:22 New federal regulations for residential loans and LLCs 00:24:31 The risks of being underinsured and how to fix it 00:25:48 Where to find Jeff for asset protection resources Interested in working with me? Apply here: ► https://taxstrategy365.com/apply?el=podcast Let's connect! ► Instagram: https://www.instagram.com/ryanbakkecpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/RyanBakkeCPA ► Facebook: https://www.facebook.com/ryanbakkecpa ► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠ *None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors ► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠ In this episode, I sit down with Arda Bircan to discuss his approach to short-term rental investing and maximizing cash flow. Arda shares his strategies for identifying profitable markets, avoiding common mistakes, and leveraging the short-term rental loophole to save on taxes. We also dive into the importance of due diligence, understanding market seasonality, and how to scale a portfolio while maintaining consistent cash flow. If you're a high-income earner or looking to optimize your short-term rental investments, this episode is packed with actionable insights. Timestamps: 00:00:00 Intro: Meet Arda Bircan and his journey into short-term rentals 00:02:15 Why cash flow matters more than tax benefits 00:05:30 Key metrics and tools for evaluating short-term rental markets 00:10:45 The importance of location, amenities, and differentiation 00:16:00 Navigating short-term rental regulations and avoiding costly mistakes 00:21:20 Strategies for managing seasonality and maximizing revenue 00:26:45 Case studies: Success stories and common pitfalls in short-term rentals 00:32:50 Working with high-income earners to build wealth through real estate 00:38:15 Closing thoughts: Building a sustainable short-term rental portfolio Interested in working with me? Apply here: ► https://taxstrategy365.com/apply?el=podcast Let's connect! ► Instagram: https://www.instagram.com/ryanbakkecpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/RyanBakkeCPA ► Facebook: https://www.facebook.com/ryanbakkecpa ► TikTok: https://www.tiktok.com/@ryanbakkecpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors ► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠ In this episode, I outline my 7 steps to financial freedom, breaking down practical, actionable strategies to build and protect your wealth. From establishing an emergency fund to maximizing retirement contributions, I cover how to pay off high-interest debt, invest wisely, and reach your financial independence number. Whether you're just starting your financial journey or looking to refine your wealth-building strategies, this episode offers a clear roadmap to achieving financial security. Timestamps: 00:00:00 Intro: The dangers of rushing into year-end investments 00:00:40 Step 1: Building a 6–9 month emergency fund 00:03:42 Step 2: Maximizing your employer’s 401(k) match 00:06:52 Step 3: Paying off high-interest, non-income-producing debt (>7%) 00:08:46 Step 4: Maxing out your Roth IRA and HSA for tax-free growth 00:10:20 Step 5: Hitting your financial independence number using taxable brokerage accounts 00:13:06 Step 6: Investing in cash-flowing assets to accelerate financial freedom 00:14:50 Step 7: Avoiding poor year-end investment decisions to save taxes 00:16:38 Closing Thoughts: Combating taxes and inflation with smart investments Interested in working with me? Apply here: ► https://taxstrategy365.com/apply?el=podcast Let's connect! ► Instagram: https://www.instagram.com/ryanbakkecpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/RyanBakkeCPA ► Facebook: https://www.facebook.com/ryanbakkecpa ► TikTok: https://www.tiktok.com/@ryanbakkecpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors ► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠ In this episode, I sit down with Eddie Antuna to explore his journey from his family's financial struggles to building a diverse real estate portfolio and uncovering smarter tax strategies. Eddie shares how he transitioned from long-term rentals to short-term rentals, his experience with building homes from the ground up, and how tax planning unlocked new opportunities for his investments. We also dive into key lessons about scaling a real estate portfolio and maintaining financial resilience. Timestamps: 00:00:00 Intro 00:01:14 Eddie's background and early influences in real estate 00:07:00 House hacking and transitioning to long-term rentals 00:10:15 Expanding into short-term rentals and ground-up construction 00:15:20 How tax planning changed Eddie’s strategy 00:20:22 Lessons learned from selling and reinvesting property equity 00:25:00 Balancing risk and reward in real estate investing 00:30:55 Eddie’s future goals and advice for aspiring investors Interested in working with me? Apply here: ► https://taxstrategy365.com/apply?el=podcast Let's connect! ► Instagram: https://www.instagram.com/ryanbakkecpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/RyanBakkeCPA ► Facebook: https://www.facebook.com/ryanbakkecpa ► TikTok: https://www.tiktok.com/@ryanbakkecpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors ► Join here: ⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠ In this episode, I break down everything you need to know about renting out your primary residence. From tax implications and the capital gains exclusion to insurance adjustments and cash-on-equity analyses, I cover the essential steps to make informed decisions. Whether you’re considering converting your home into a rental or selling it for a tax-free profit, this episode is packed with actionable advice to maximize your wealth-building potential. Timestamps: 00:00:00 Intro: Renting out your primary residence 00:01:07 The 2-out-of-5-year rule for capital gains exclusion 00:02:48 Why selling for tax-free cash may be better than renting 00:03:30 Adjusting your insurance before renting out your home 00:04:19 Financing considerations before converting to a rental 00:05:22 Cash-on-equity analysis: Is renting worth it? 00:06:05 Depreciation recapture and cost basis considerations 00:07:03 Converting a rental into a primary residence: Tax strategies 00:08:48 Why tax-free is better than tax-deferred gains 00:09:32 Emotional attachment vs. investment perspective Interested in working with me? Apply here: ► https://taxstrategy365.com/apply?el=podcast Let's connect! ► Instagram: https://www.instagram.com/ryanbakkecpa/ ► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/ ► Twitter: https://x.com/RyanBakkeCPA ► Facebook: https://www.facebook.com/ryanbakkecpa ► TikTok: https://www.tiktok.com/@ryanbakkecpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.