The Smart Real Estate Coach Podcast|Real Estate Investing

Chris Prefontaine
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May 12, 2021 • 26min

Episode 268: The Risk-Averse Investor, with Leigh Brown

Many know Leigh for her accomplishments as a highly successful REALTOR® and a best-selling author. This just begins to scratch the surface. She is an award-winning educator and influencer, an innovative CEO and a must-see international speaker. She actively educates professionals in every realm of business leadership and relationships. Leigh is a do-it-all professional. Leigh has a passion for motivating those around her to want more. She has worked with all ranges of the professional spectrum — from new-to-the-trade rookies to CEOs of massively successful brands. It is her ability to articulate complex concepts in ways that everyone can relate to that makes her leadership so impactful. Leigh wants to leave her mark on the next generation of professionals. Whatever your field of business is, Leigh has tools that can promote growth and a team-oriented environment. She has the sales techniques; she has the experience; she has the PASSION! Leigh wants to help YOU! What you'll learn about in this episode: What properties are best to invest in if you are a risk-averse investor Why 1031 is one the most effective tax opportunities What Leigh expects to see in the real estate market in upcoming years Why current Section 8 tenants are better than before How to get involved in Section 8 properties How does Leigh manage different business ventures and her personal life What Leigh thinks millennials have missed out on Resources: Facebook: https://www.facebook.com/LeighBrownSpeaker/ Youtube: https://www.youtube.com/leighbrownspeaker Instagram: https://www.instagram.com/leighthomasbrown/ LinkedIn: https://www.linkedin.com/in/leighthomasbrown/ Clubhouse: @leighbrown Twitter: https://twitter.com/LeighBrown Podcast: Crazy Sh*t In Real Estate https://www.crazyshitinrealestate.com https://podcasts.apple.com/us/podcast/crazy-sh-t-in-real-estate/id1153262163?mt=2 Book and Online Leigh Brown University: https://TheLeighBrownUniversity.com Additional resources: smartrealestatecoach.com/LeighBrown 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
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May 7, 2021 • 21min

Episode 267: Probate Real Estate, with Ernie Vargas

Ernie Vargas purchased his first house in 1994, not really knowing what he was doing. He continued doing real estate part time while working full time jobs not really hitting the success he felt he was capable of. In 1999, after an accident that placed him in a coma he realized that life was short and he needed to make a major change as he didn't want to continue to live a life where he had to ask a "boss" for permission to take time off to spend quality time with his family, so he quit his job and went full time into investing. It wasn't until 2000 that probate hit his radar, which pushed him on the quest to learn all he could about this niche that no one had answers for. After many years of specializing in probate, he has become a true probate expert often helping even attorneys and their clients in the probate process. His ability to think outside the box coupled with his expertise in negotiating and marketing, has allowed him to help, as of today 847 investors, agents, and sellers get the deal closed. He is therefore, the secret weapon consultant to the who's who in the secret society of 8 figure income earners of the real estate community. Now Ernie not only has more time to spend with his wife and four kids traveling but he gets to do what he truly loves doing- helping everyday people create an exceptional real estate business through his automated, systemized way of doing real estate that gives them more money and personal freedom than they've ever had before. What you'll learn about in this episode: What probate real estate is and why it's important to understand How an accident that put Ernie in a coma, ultimately led him to probate real estate Why you'll find the highest quality seller in probate The unique challenges that probate sellers experience, and the return if you get it right. What the biggest challenge of working with probate is How probate real estate and legal differ The impact that covid-19 has had on probate Where to find probate real estate leads in America How you can learn how to participate in probate Why you should get involved in probate Resources: Facebook: https://www.facebook.com/1probatefox Instagram: https://www.instagram.com/ernievargas/ Twitter: https://twitter.com/probatefox LinkedIn: https://www.linkedin.com/in/ernievargas Website: https://ProbateFox.com Email: Ernie@ProbateFox.com Youtube: https://www.youtube.com/user/probatefox 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
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May 5, 2021 • 32min

Episode 266: Learning Real Estate Investing, with Chris Prefontaine

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 surviving the chaos we're all experiencing requires increasing your adaptability by learning real estate investing from people who have thrived during previous challenges Why it is always worth revisiting the opportunity to learn from experts, even if you've already attended past events with them Why one small golden nugget can turn into a massive shift in your mindset and in the success of your business Why it is vital to be committed and serious about your growth and developing your skills and mindset when learning real estate investing Why you should attend the upcoming Summer of Deals and QLS Live events at www.SummerofDeals.com and www.QLSLive.com Why who you surround yourself matters so much to your mindset and to your success, and how all of Chris's coaches have different strengths you can access and learn from Why anyone who tells you they know what the future holds isn't someone to trust, and why the terms niche is ideal no matter what is happening with the market Why every time the market cycles it further proves that relying on banks can lead to bad experiences Why the terms niche and its three paydays per deal is a powerful way to break out of a "job" and create true financial freedom How to get some incredible gifts and resources from Chris and his Smart Real Estate Coach team for free 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
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Apr 30, 2021 • 38min

Episode 265: Real Estate Mentorship: Fuel For Success, with Jerome Maldonado

Since 1993, Jerome Maldonado has been a self-employed Entrepreneur. Inspired by his parents' dedicated work-ethic, Jerome has always had a hunger for success and a willingness to do whatever it took to make his vision for his life a reality. Jerome began his career in direct sales, where he was first introduced to team building, sales techniques, and real estate concepts. After years of hard-work with minimal return, Jerome hit success – big time. By his mid-20's Jerome moved from making close to nothing to managing his own six-figure business. In 1997, Jerome began to explore business, outside the direct sales arena. In 1998, Jerome pioneered a new construction company which he took to seven figures, in less than one year. With much success came the need for expansion. Understanding the simple concepts and benefits of leasing real estate, he purchased a multi-use retail and commercial property to house his business. Jerome found the traction and confidence which has allowed him to do millions upon millions of dollars in residential and commercial real estate transactions and holdings. Over the course of his career, Jerome has founded multiple highly successful businesses. In 2003, Jerome Maldonado founded J. Jacob Realty, LLC., which he is still currently the active Qualifying Broker. J. Jacob Realty, LLC was put into place to complement its sister company J. Jacob Enterprises, Inc, which was founded by Jerome Maldonado in 2000. He is still the active President and CEO of J. Jacob Enterprises, Inc. and the Qualifying Broker for J. Jacob Realty, LLC. Additionally, he is the founder of several other corporations and an investor and equity owner in several diverse companies and industries. Today, Jerome is excited to bring over 20 years of professional experience to the world's business owners and entrepreneurs. He can't wait to share his knowledge to help other hungry people take their lives to the next level. What you'll learn about in this episode: How Jerome utilizes The Ray Kroc Model in his commercial real estate business Why Jerome decided to operate a low debt business The reason Jerome invested 6 figures into education How real estate mentorship with the right mentors helped Jerome make all of the big moves in his career Why you should choose mentors that have been through a few market cycles Why it's important to follow the numbers and historical data when making investment decisions How real estate investors can reposition and take advantage of the current market Why warehouses are the #1 most favorable asset class for institutions Resources: Facebook: https://www.facebook.com/JeromeMaldonado.US/ Instagram: https://www.instagram.com/jeromemaldonado1/ Twitter: https://twitter.com/jeromemaldonado/ LinkedIn: https://www.linkedin.com/in/jerome-maldonado-1018b183/ Website: https://jeromemaldonado.com/ https://www.eliterealestatesociety.com/eres 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
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Apr 28, 2021 • 40min

Episode 264: Grinding For Success, with Clinton Sparks

Clinton Sparks is an Entrepreneur, Investor, Executive, Author and marketing maven disguised as a Grammy nominated, multi-platinum DJ, Producer and Songwriter originally from Boston, Massachusetts. Clinton has been shaping and shifting hip hop culture for almost 20 years, from introducing it to the E! Network audience where he was an on-air host for 5 years (2008-2013), to building his own worldwide syndicated radio show in over 22 markets. Clinton has always been at the forefront of merging and colliding cultures. His ability to forecast trends while being able to fluently speak and weave amongst different industries has given Clinton the advantage to garner tremendous success for himself, brands, companies, and talent he's worked with. Clinton is a Grammy nominated, multi-platinum record producer and publisher responsible for selling over 75 million records. He has won BMI songwriter awards with his C. Sparks Ent, Inc. company as well as a recipient of numerous ASCAP music awards with DJ Snake as part of his Get Familiar Music publishing. Sparks has written and produced hit songs for multi-platinum recording artists such as Lady Gaga, Beyonce, Rick Ross, Diddy, Pitbull, Ludacris, Big Sean, Akon and 2 Chainz. He has created critically acclaimed projects with artists from Eminem and Kanye West to Busta Rhymes and The Clipse, who's "We Got It For Cheap" series was named in Rolling Stone magazines top 50 albums of that year. He was Diddy's tour DJ, built his own worldwide syndicated radio show in over 22 markets, Helped launch Eminem's Shade 45 channel on Sirius/XM, was the VP at Dash Radio and played an intricate role in the branding of Ciroc during his ambassadorship as a Ciroc Boy. Clinton has authored a book titled, HOW TO WIN BIG IN THE MUSIC BUSINESS. The book is a modern-day guide that teaches those aspiring to succeed in the music business, how to build a sustainable and scalable career. Shark Tank and Founder of FUBU, Daymond John, wrote the foreword citing, "Clinton is the epitome of a hustler and innovator, boasting incredible vision. He is an expert at understanding culture, brands, industries, marketing, and the connecting of worlds." Clinton Sparks is the CEO and founder of Get Familiar, Inc., a marketing, strategy and consulting firm helping companies and brands connect, align and amplify, as well as the CEO and co-founder of Get Familiar Tech, a technology company providing innovative solutions and services specializing in: service automation, data analytics and system/cloud integration. Additionally, Clinton is the co-owner, co-founder and Chief Business Development Officer of the esports lifestyle gaming brand, XSET. He is the owner of the first national monetizable Hip Hop radio station, Get Familiar Radio and, Co-founder and owner of BOOTE, a state-of-the-art women's athleisure line. Clinton is an investor who has made early investments in companies such as Facebook, FaZe Clan and most recently FanUp, a social sports betting app. In addition to investing, Clinton held an executive role at Faze Clan as VP of Business Development for over two years, again bringing Hip Hop into the gaming space by recruiting rappers Offset, Swae Lee, Pitbull, Yo Gotti and more into investing in esports. He also currently heads up business development for FanUp. What you'll learn about in this episode: Clinton discusses growing up in a difficult childhood without a father figure, and he shares how he learned the value of working hard and grinding for success What early challenges Clinton faced across his career, and how hard work, hustling and perseverance helped him become a better communicator to overcome them How Clinton learned to market himself by giving away his music to anyone who looked like they might enjoy hip hop Why Clinton never considered himself to be "struggling" and instead focused on making a plan and following it to achieve his goals Why Clinton believes the key to success is found in being a good person and adding value for others by serving them first Why passion, drive and being real are important traits that have served Clinton well while grinding for success, and why he has never once questioned the path he has taken Why being committed to what you are doing is crucial, and why showing others your level of commitment can help highlight you and make you stand out Why there are no shortcuts or "cheat codes" for success, and why you had better be ready to grind, hustle, build your reputation and work for it How Clinton manages to run all his companies and keep all his various projects going at one time, and why if you don't love what you're doing you should stop doing it Why learning lessons from others and applying them to your own situation is the key to growing and getting stronger Resources: Website: www.clintonsparks.com How To Win Big in the Music Business by Clinton Sparks: www.winbiginmusic.com Follow Clinton on Twitch: www.Twitch.tv/clintonsparks Facebook: www.facebook.com/clintonsparks/ Instagram: www.instagram.com/clintonsparks/ Twitter: @ClintonSparks LinkedIn: www.linkedin.com/in/clinton-sparks-158096b7/ 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
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Apr 23, 2021 • 28min

Episode 263: Probate Real Estate Investing, with Chad Corbett

Chad Corbett is the Founder, Real Estate Coach & Trainer of Magnum Opus Project, LLC. He teaches real estate professionals how to end the cashflow rollercoaster by attracting clients and customers rather than begging for business. In 2011 he moved from Hawaii to Virginia and learned how to quickly build and scale multiple real estate companies in a town where he knew nobody…Now he teaches others how to #ProvideValueFirst and build 7 figure businesses in 12 months or less, while serving at a level they never have before and working less than they ever have. What you'll learn about in this episode: How Chad got involved in real estate and then in the probate real estate investing niche after leaving his career with the FBI What goals Chad set for himself and for his future, and why each of his three rules guide everything he does Why Chad's primary goal with every appointment is to help someone get what they want while monetizing the process How Chad's investment career culminated in probate real estate investing, and why it checks all of the boxes important to Chad and has led to coaching others in the niche as well Chad explains the probate niche and why you need to take the time to learn the chain of title and probate process before you get started in the niche How Chad is able to present a multitude of options to the people he works with, and how he explains these options in an easy-to-understand way Why Chad believes that your mindset is a critical first step and the most important part of your career in real estate investing Why your mindset is the one thing that can take you from being deeply in debt to being a huge success How Chad set the goal of being able to retire by the time he turns 40, and how he has achieved that goal early at the age of 39 Why continually reading and learning are crucial for your own growth and development, and why you should always prioritize them above anything else Resources: Website: www.SmartRealEstateCoach.com/probate Website: www.ProbateMastery.com Estate Professionals Mastermind Facebook Group: www.facebook.com/groups/estateprofessionalsmastermind LinkedIn: www.linkedin.com/in/chad-corbett/ Facebook: www.facebook.com/chad.corbett.12 Facebook: www.facebook.com/groups/estateprofessionalsmastermind Twitter: https://twitter.com/chad_corbett 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
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Apr 21, 2021 • 31min

Episode 262: Building A Great Team, with Chris Prefontaine and Zach Beach

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 shares his early experiences as a real estate investor and the first steps he took in building a great team How the tools and resources created for the Wicked Smart community make it easy to make calls and track leads Why hiring a virtual assistant (VA) is a crucial step for scaling up the size of your investing business How the next step Chris made in building a great team after hiring a VA was to hire an administrative assistant, and why that freed up time to do more deals Why building a team can help ensure that your work is fun, and how a great team creates a super-productive energy and mindset Why building a great team is important for organization, and why a team member managing your CRM software can dramatically increase your productivity Why as you are scaling up your business and building a great team, it is important to add automation to your processes where possible Why truly understanding your lead gen and funnel are important for building out a strong team and getting the right people in the right seats What steps to follow to advance your business, build a team to support your work, and scale up to doing more deals Why scaling your business is a choice you can make, and why you can take it as far as you want or stop wherever you're most comfortable Additional resources: Smart Real Estate Coach Resources Page: www.SmartRealEstateCoach.com/resources Summer of Deals Virtual Event on June 12, 2021: www.SummerOfDeals.com Freedomsoft CRM: www.SmartRealEstateCoach.com/freedomsoft Seven-Day Free PropStream Trial: www.SmartRealEstateCoach.com/propstream Fourteen-Day Free My +Plus Leads Trial: www.SmartRealEstateCoach.com/myplusleads 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
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Apr 16, 2021 • 29min

Episode 261: Marketing on YouTube, with Nate Woodbury

Nate Woodbury is the producer for over 20 YouTube channels. He's achieved a great track record of success, helping speakers and coaches leverage YouTube to generate leads and clients for their businesses. He loves pulling back the curtains on a variety of channels, showing the exact steps you can take to achieve predictable success. You'll come away with a complete vision of what's possible on YouTube, for you to generate leads for your business, and an actionable roadmap to get started on YouTube today. What you'll learn about in this episode: Why Nate believes marketing on YouTube is an ideal way to get seen and generate leads and interest in your business, especially as an expert in your field Why trying to appear "too professional" can backfire, and why being conversational, authentic and delivering great content is what really matters Why ensuring that your YouTube video titles are searchable and answer the specific questions people are asking is crucial for building your audience Why it is important to avoid turning your "how-to" videos into a sales pitch, and why you should instead focus on directing people to your website with a free gift Why your early videos probably won't be amazing but are important for helping you develop your skills and build an audience, and why consistency is key Nate shares a story of a big win one of his clients, an AirBNB investing coach, was able to see as soon as she began implementing Nate's strategies for marketing on YouTube How exciting features recently added to the platform have created innovative and effective ways of marketing on YouTube Why passion and persistence have been critical for helping Nate overcome the challenges he has faced and mistakes he has made How Nate has learned to systematize and strengthen his business by outsourcing much of the necessary work to overseas employees Resources: YouTube: www.youtube.com/c/NateWoodbury/channels Website: www.betheherostudios.com Nate's Free Influencer Almanac: www.betheherostudios.com/almanac LinkedIn: www.linkedin.com/in/nate-woodbury/ Facebook: www.facebook.com/NateWoodburyHero Instagram: www.instagram.com/betheheronate/ Twitter: @BeTheHeroStudio 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
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Apr 14, 2021 • 24min

Episode 260: Understanding Business Tax Deductions, with Craig Cody CPA

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: craig@ccodycpa.com 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
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Apr 9, 2021 • 29min

Episode 259: Emotional Intelligence in Business Leadership, with Brad Carlson

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

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