The Smart Real Estate Coach Podcast|Real Estate Investing

Seth Greene is the nation’s foremost authority on growing your business with a podcast. Seth is the co-host of the SharkPreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by NASDAQ. He is the founder of the direct response marketing firm Market Domination LLC, and he is a seven-time best selling author who has been interviewed on NBC, CBS, Forbes, Inc, CBS Moneywatch, and many more. What you’ll learn about in this episode: How Seth first connected with Kevin Harrington of TV’s Shark Tank and then developed a consulting relationship and partnership with him How the Market Domination Dream 50 program works to build networking relationships with key centers of influence within the entrepreneurial community How Seth and his team are working through the coronavirus crisis and identifying new opportunities in spite of difficult conditions Seth shares an example of a real estate agent adding value and building a relationship and getting a large number of referrals in return How Seth and his team have 72 affiliate partners generating new business, and how the pandemic has actually caused business to increase significantly Why enjoying talking to people and having a fairly large, established client base are the keys to Seth’s methods Why Seth recommends you read Pendulum: How Past Generations Shape Our Present and Predict Our Future by Roy H. Williams and Michael R. Drew What steps Seth and his team are taking to navigate the global pandemic by staying in front of prospects and adding value for clients Why the dramatic increase in social media use during the pandemic has created an incredible marketing opportunity for entrepreneurs Why virtual events in place of in-person events can be sustainable and worthwhile, even after the pandemic passes Resources: Seth’s previous appearance on the show in Episode 75: https://smartrealestatecoachpodcast.com/podcasts/seth-greene/ Website: www.SmartRealEstateCoachPodcast.com/marketdomination Get a FREE copy of Seth Greene’s book, Market Domination for Podcasting: www.Marketdominationllc.com/podcast Pendulum by Roy H. Williams and Michael R. Drew: https://amzn.to/3anbE09 LinkedIn: www.linkedin.com/in/sethgreene/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Don Yaeger is a nationally acclaimed inspirational speaker, longtime Associate Editor of Sports Illustrated, and author of over 30 books, eleven of which have become New York Times Best-sellers. He began his career at the San Antonio Light in Texas, and also worked at the Dallas Morning News and the Florida Times-Union in Jacksonville before going to work for Sports Illustrated. As an author, Don has written books with, among others, Hall of Fame running back Walter Payton, UCLA basketball Coach John Wooden, baseball legends John Smoltz and Tug McGraw, and football stars Warrick Dunn and Michael Oher (featured in the movie The Blind Side). He teamed with Fox News anchor Brian Kilmeade to pen the 2013 best-seller George Washington’s Secret Six, a look at the citizen spy ring that helped win the Revolutionary War and then again in 2015 for Thomas Jefferson and the Tripoli Pirates: The Forgotten War that Changed American History, and in 2017 for Andrew Jackson and the Miracle of New Orleans: The Battle that Shaped America’s Destiny. Don left Sports Illustrated in 2008 to pursue a public speaking career that has allowed him to share stories learned from the greatest winners of our generation with audiences as diverse as Fortune 10 companies to cancer survivor groups, where he shares his personal story. More than a quarter-million people have heard his talks on “What Makes the Great Ones Great.” He collaborated with the Florida State University School of Business’s Continuing Education Program to build a corporate webinar program focusing on lessons building a culture of success within an organization. This naturally led to another keynote speech on “What Makes the Great Teams Great.” The release of his tenth New York Times best-seller, Teammate, was the inspiration for his newest keynote on “What Makes a Great Teammate: Becoming Invaluable Without Being Most Valuable.” What you’ll learn about in this episode: Why chaos is unavoidable and unpredictable, and why having the right mindset to face challenges is an important component of a great team Why not knowing when your current challenges will end means you have to act as if they will go forever and adjust your plans accordingly Why teams go through certain phases during challenges: the rally phase, the “this is hard” phase, the “fracture” phase, and the “need for grace” phase Why tough times should be treated like a “cancelled flight” rather than a “delayed flight”, and why your team should make plans around the current environment Why great leaders need to stay strong even during tough times, demonstrating hope to keep their teams motivated, and why regular check ins with your team members is key What steps you can take to form your own mastermind group with other entrepreneurs facing the same challenges you are Why it is important to limit your exposure to the news of the day to help maintain a healthy and positive mindset Why being disciplined and making a plan for yourself can help you keep your focus on getting through these challenges Why you should be asking yourself now what the world might look like after the pandemic is over, so that you can be better prepared and make better decisions Why the elements of high performing teams will be the same in the future but may be executed differently due to changes caused by the pandemic Resources: Website: http://donyaeger.com/ LinkedIn: www.linkedin.com/in/donyaeger/ Facebook: www.facebook.com/donyaeger Additional resources: Email: support@SmartRealEstateCoach.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoach.com/QLS/ Free Chapter: https://smartrealestatecoach.com/thriving/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

As an original “shark” on the hit TV show Shark Tank, the creator of the infomercial, pioneer of the “As Seen on TV” brand, and co-founding board member of the Entrepreneur’s Organization, Kevin Harrington has pushed past all the questions and excuses to repeatedly enjoy 100X success. His legendary work behind the scenes of business ventures has produced more than $5 billion in global sales, the launch of more than 500 products, and the making of dozens of millionaires. He’s launched massively successful products like The Food Saver, Ginsu Knives, The Great Wok of China, The Flying Lure, and many more. He has worked with amazing celebrities turned entrepreneurs including, like Billy Mays, Tony Little, Jack LaLanne, and George Foreman to name a few. Kevin’s been called the Entrepreneur’s Entrepreneur and the Entrepreneur Answer Man, because he knows the challenges unique to start-ups and has a special passion for helping entrepreneurs succeed. What you’ll learn about in this episode: Shark Tank star Kevin Harrington offers Chris incredible tips and strategies for Wicked Smart listeners so that they can thrive in chaos Kevin shares how his global business pioneered the “As Seen on TV” space, and how business dropped by 90% after the Gulf War started How the challenges Kevin and his company faced in 1990 mirror the challenges caused by the global pandemic today, and how new opportunities are being created for those willing to look for them How Kevin is moving his coaching and mentoring work to the online space through tools like Zoom, and why efficiency and a willingness to adapt are the keys to thriving in chaos Why the wildly successful entrepreneur believes that creating real estate-focused, value-driven content will be the key to new business opportunities during this challenge Why you should look into improving and leveraging the tools you have available, and why being a powerful force in your niche now can free you to expand your scope later How Kevin recommends you build your brand and expand your influence, and why NOW is the best time to begin advertising yourself and your expertise How local access cable time is an untapped, inexpensive resource that Wicked Smart entrepreneurs can take advantage of How Kevin has focused his efforts on customer acquisition for the duration of his career, and how his methods can easily be translated to the world of real estate Resources: Website: https://kevinharrington.tv/ LinkedIn: www.linkedin.com/in/thekevinharrington/ Twitter: @HarringtonKevin Additional resources: Email: support@SmartRealEstateCoach.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoach.com/QLS/ Free Chapter: https://smartrealestatecoach.com/thriving/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Clate Mask is an entrepreneur and co-founder and CEO of Keap, which makes small business sales and marketing automation software. Mask co-authored Conquer the Chaos, a New York Times best-selling book. Mask has made contributions writing about entrepreneurship for VentureBeat, Entrepreneur, and Fast Company. What you’ll learn about in this episode: How Chris’s special Thriving In Chaos series is designed to bring advice from top experts to help you take control of your life and reclaim your future How Clate joined Keap (then Infusionsoft) in 2002 as one of three co-founders, and how the company has since grown to over $100 million with around 400 employees Why escaping the chaos with a clear plan is the key to surviving and thriving, and why strong relationships and service are core to thriving in chaos How Clate learned after the 2008 recession that serving, giving, and teaching create new opportunities even in difficult times Clate shares three invaluable mindset strategies: building your emotional capital, practicing disciplined optimism, and exercising entrepreneurial independence Why the first few years at Clate’s company were about survival, how Clate learned to change his mindset, and how his new mindset made a real difference How the pandemic has affected Keap’s short term goals, and how their ten-year goals have remained unchanged Why having a laser focus on your niche rather than falling prey to “shiny object syndrome” is necessary for growth, and why saying no to certain opportunities is vital Why Clate suggests you find and identify the problems your customers are having and then strategize ways to serve them and help them overcome those challenges Why a service mindset rather than a sales mindset is the secret to creating new opportunities during bear markets Resources: Website: https://keap.com/ Conquer the Chaos by Clate Mask and Scott Martineau: https://amzn.to/350rVXD LinkedIn: www.linkedin.com/in/clatemask/ Additional resources: Email: support@SmartRealEstateCoach.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoach.com/QLS/ Free Chapter: https://smartrealestatecoach.com/thriving/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Brett Gilliland is Founder and CEO of Elite Entrepreneurs, a company that specializes in giving $1M+ business owners the knowledge, processes, and tools to grow to $10M and beyond. Brett is an expert in organization development, leadership, and strategy and spent 10 years helping Infusionsoft grow from $7M in revenue to over $100M. Brett was involved in the foundational work of Purpose, Values, and Mission at Infusionsoft and facilitated the strategic planning process for many years. One of Brett’s favorite professional accomplishments is co-creating Infusionsoft’s Elite Forum along with Clate Mask and building the Elite business inside of Infusionsoft. As the leader of the Elite business, Brett has helped hundreds of struggling seven-figure business owners overcome their biggest challenges and achieve new levels of success. He also played a central role in the development of Infusionsoft’s Leadership Model and was serving as the VP of Leadership Development when the decision was made to spin the Elite business out of Infusionsoft. As the new owner of Elite Entrepreneurs, Brett can’t think of anything else he’d rather be doing professionally. When Brett isn’t busy helping $1M+ businesses succeed, he is a family man who enjoys spending time with his beautiful wife, Sharon, and their 8 children. What you’ll learn about in this episode: Why it is important for business leaders to get themselves into a good place before they can lead their teams to a good place during the crisis Why getting clear, focused and tactical during the crisis is the key to navigating the challenges before you Why fear is the enemy of creative problem solving, and why freezing in place is the worst response to this crisis Why getting creative with the terms of your deals can help generate cash flow during this difficult period Why negotiating with your service providers and debt holders can help you better manage the cash you do have on hand Why you should be looking for growth opportunities during the crisis, and why helping others can help your business survive as well Why Brett recommends you serve others now so that they will turn to you as a trusted expert once the crisis passes Why Brett believes in the motto “the best leaders build the best businesses, and the best businesses win” Why this slower period is an opportunity to work on internal housekeeping and develop yourself as a stronger leader Why the axiom “you are the average of the five people you spend the most time with” means you should be developing relationships with leaders who are getting creative Resources: COVID Free Resources Page: http://growwithelite.com/covid Free strategy call with Chris: Email at kristen@smartrealestatecoach.com Email: brett@GrowWithElite.com Website: https://growwithelite.com/ Additional resources: Email: support@SmartRealEstateCoach.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Chris 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’ll learn about in this episode: How Chris and his team plan to help Smart Real Estate Coach podcast listeners navigate through this difficult time and thrive in the chaos How real estate investors are positioned to help spread positivity and help buyers and sellers during this struggling economy Why we don’t have the power to change what is going on, but we can decide how to react and can be secure in the knowledge that eventually things will move back toward normal Why we can either choose to be behind the “centerline” playing catch up, at the centerline just getting by, or we can be way ahead and thriving What previous major challenges Chris has faced successfully to get to the point he is at with his business today Why there is a major crisis every 80-100 years, and how people have always managed to find a way to come out the other side Why the worst thing you can possibly do during this crisis is freeze in place, and what three key steps you can take action on today to help navigate this challenge How Chris is doubling down on his business and looking toward the positive rather than focusing on the negative How to draw a “perfect triangle” that will help you thrive in the chaos and give you clarity on your future Additional resources: Free strategy call with Chris: Email kristen@smartrealestatecoach.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

In 2001, Tom Zeeb was “broke as a joke”. A near-death experience while rafting pushed him to find a new way to break free of his 9-to-5 job. In his own words, real estate investing saved him both personally and financially. Hundreds of deals later, he is happy to share the same techniques that set him free, so you can do the same. What you’ll learn about in this episode: How Tom’s post-college career was very different than he had expected, and how a rafting accident on a trip to India changed his life and motivation forever How reading Robert T. Kiyosaki’s Rich Dad Poor Dad helped inspire Tom to get into rental properties in an effort to get out from under $113,000 in crushing debt How Tom’s first deal was a six-unit building that was only creating $800 in positive cash flow, and how he got involved in real estate investor associations and wholesaling How Tom turned his focus to marketing for real estate deals and negotiating “lukewarm leads into red-hot deals” Tom shares why his biggest win was when he paid off the entirety of his $113,000 in debt, and he discusses how real estate was the vehicle to get him there How extreme austerity measures and a focus on doing more and more deals helped Tom clear his debt in record time What first steps Tom believes new investors should make, and why marketing correctly is vital for success Tom explains the simple steps he uses to complete a wholesaling deal and explains why you aren’t actually buying a property Resources: Website: www.TomZeeb.com How to Correctly Flip Houses for a Profit by Tom Zeeb: https://amzn.to/3bSiJHh Website: https://tractionrealestatementors.com/ Website: https://tractionreia.com/ LinkedIn: www.linkedin.com/in/thomaszeeb/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Tim Bratz is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed commercial and apartment buildings into high-performance investment assets. Tim began his real estate career in 2007 brokering commercial leases in the competitive NYC real estate market, where he saw the true potential of investment real estate to transform personal finances and provide financial freedom. He spent time reading, attending workshops, and networking with accomplished entrepreneurs. Tim’s resourcefulness helped him acquire his first investment property in Charleston, SC in 2009 by using his credit card to buy a duplex. Tim transformed the rundown duplex all on his own and turned a profit on his first deal. He reinvested those proceeds and began seeking private capital to expand his holdings. Today, Tim follows a simple formula to buying real estate: only invest for cash flow, only buy at wholesale prices, and force (never speculate) appreciation through value-add improvements and sweat equity. Working in real estate, Tim has learned how to build a passive business and create a residual income that allows him to live the lifestyle of his choice. Tim now focuses on educating and empowering active operators and passive investors to become financially free through commercial real estate. Tim’s investment companies own over 3,200 rental units across six states. Tim is a husband and proud father, graduate of the Goldman Sachs 10,000 Small Businesses program, mentor for the Advisor’s Council mastermind, and active member of several other high-performance national entrepreneurs and real estate masterminds. What you’ll learn about in this episode: How Tim and his team acquire and transform distressed apartment buildings, and how it works similarly to residential flipping Why Tim focuses more on how much income a property generates monthly rather than how many units are in the property How Tim and his team find distressed apartment buildings using networking referrals, internet searching and even traditional “driving for dollars” methods How Tim’s unique financing model works on larger, more expensive properties, and how this is ideal for long term passive investors How Tim’s team is structured with clear roles, and how each property they invest in has its own manager, leasing office and staff under the umbrella of Tim’s business How Tim realized that he needed to change his priorities and be more present when at home with his family, and how he shifted his life balance to free more time for family life Why experiences with bad early mentors taught Tim that you can learn from both good and bad mentors Why masterminds are powerful learning and networking opportunities that give you a variety of different insights and strategies from experts What top three key actions Tim believes you can take right now that will help you get started in commercial real estate investing Resources: Website: www.legacywealthholdings.com Website: www.commercialempire.com Facebook: www.facebook.com/tlbratz YouTube: https://www.youtube.com/channel/UCEdNsWbAOtPrOHDUXHkedeA Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Sean Tagge’s background is in Biomedical Engineering. He worked at the University of Utah Hospital doing research on artificial hearts and quickly realized that he doesn’t like working for someone else (or have someone controlling his time, pay, and future). Sean discovered Real Estate Investing a few months later and the amazing world of Real Estate. Ever since he has been passionate about REI, and he thinks about it every spare moment he has. Sean did a couple of flips and buy-and-holds in 2016. On February 1st, 2017, he quit his job as an Engineer and partnered up with Memphis Investment Properties to act as their co-partner and Chief Operating Officer. There, he manages the day to day operations of acquiring, fixing and selling Turnkey properties. He uses his engineering skills to organize and streamline the day-to-day systems and processes of the business. Over the past three years, they have done roughly 250 flips a year in Memphis TN. What you’ll learn about in this episode: Why Sean left biomedical engineering to get out of the corporate world and to go to work for himself How Sean and his team help clients who are short on time get started investing in real estate through Turnkey properties What kinds of investors work well with Sean and his team, and how Sean’s team does all the hard renovation work for these investors How Sean and his team spend around 90 days on renovation and then another 30-45 days for closing, and how they do as many as 250 deals a year How Sean has structured his team to manage the high volume of properties they work on, and how the process works from start to finish Why Sean and his team are focused on becoming dominant in the Memphis market rather than expanding to other areas Why Sean’s strategy is prepared to weather tough economic times through refinancing and then holding properties until the market recovers What daily routines and habits Sean keeps to help him stay in the right mindset and succeed every day How Sean’s background in biomedical engineering gives him the unique ability to analyze, pull apart and iterate on systems others are using Resources: To view the available properties that MIP has for sale, please visit: www.memphisinvestmentproperties.net Looking for property management in Memphis TN? Visit their sister property management company: www.reedyandcompany.net Sean Tagge’s Recommended Reading List: Rich Dad Poor Dad by Robert T. Kiyosaki: https://amzn.to/2QNM0La Traction by Gino Wickman: https://amzn.to/2JksnGj Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry. Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self- directed IRAs has helped many investors invest in their passion. Kirk is an experienced media personality. He is frequently quoted and interviewed by industry media outlets in print, audio, and video media formats. He writes frequently for industry publications and major media publications. He frequently appears as a guest on various podcasts. Kirk was acknowledged as the number seven most influential financial advisor on Investopedia’s top 100. Investment News named Kirk as one of the top 10 social media all-stars in the financial services industry. What you’ll learn about in this episode: How Kirk hosts the Money Tree Investing Podcast, the longest-running investment-focused podcast in existence Kirk explains the key point that all IRAs are self-directed, and why it is important to find an IRA custodian who specializes in real estate Why people are often confused by or have misconceptions about how IRAs work, and why the fact that you can use IRA funds to invest in almost anything is a well-kept secret Why you need to investigate an IRA custodian and their fee structures and truly understand their offerings before you invest Why you should be dealing directly with an IRA custodian rather than taking the risk of going through an intermediary party, and how an administrator differs from a custodian Who should and shouldn’t be using their IRA for their investments, and why setting your investments up correctly is vital How Utah Senator and former Presidential candidate Mitt Romney amassed more than $100 million in his IRA Why people often misunderstand the advantages of renting versus owning real estate, and why the numbers don’t support owning always being better financially Why you should always be doing your own research and investing in the types of markets you understand and are an expert in What key lessons Kirk has learned over the course of his investing career, and why mindset and understanding your strengths and weaknesses is important Resources: Website: www.innovativewealth.com/realestatecoach Money Tree Investing Podcast: https://moneytreepodcast.com Kirk Chisholm’s Media Appearances: www.innovativewealth.com/about-iag/press-or-media/ 28 Smart Questions to Ask Your Self Directed IRA Custodian blog post: https://bit.ly/2Uhwo4I LinkedIn: www.linkedin.com/in/kirkchisholm/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/