The Smart Real Estate Coach Podcast|Real Estate Investing

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/

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 it took Zach four years to go from no background in real estate at all to the position he is currently in, and why hard work and deliberate practice were vital Why there is no such thing as overnight change, and why you can change anything about your life as long as you’re willing to put in the time and work Why time is the biggest commodity you have to spend, and why it is important to learn to say no to some activities so you can dedicate more time to achieving your goals Why pressure is a powerful motivator to help you change, and why both Chris and Zach were under pressure to achieve their goals Why personal development efforts like reading books and attending seminars can help you shortcut the amount of time you need to spend Why Zach and Chris attend at least 3-5 events per year to develop their business and further their mastery of real estate Why planning for the future is always a good idea, but why you should always expect curveballs and be ready to adapt Why it is important to trust the Smart Real Estate Coach system, and why the system’s proven results show that it does work as promised Why you should focus on the next step, and why it is alright to feel uncomfortable as long as you keep going anyway Why the steps you took to get you to the $1 million mark won’t work as you cross that threshold, and why you need to adapt your strategies to continue growing Additional resources: Website: www.SmartRealEstateCoach.com/greatassistant Email: support@SmartRealEstateCoach.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoach.com/QLS/

Tim Francis is the Founder of Great Assistant, which helps Entrepreneurs get an effective and affordable Assistant who takes over the minutiae you hate doing so you can get back to the work you love. Tim and his team have now placed over 200 Assistants. Tim’s own Assistant, Sarah, has been with him for 5 years, handles 98% of his email inbox, and has allowed him to focus on bigger opportunities such as appearing on Inc.com, Forbes.com, and appearing as a guest lecturer at NYU in New York City. What you’ll learn about in this episode: How getting started in real estate in 2006 and then losing $20,000 to a Ponzi scheme con artist in his 20s opened Tim’s eyes to his own potential How finding his incredible assistant, Sarah, transformed Tim’s business and allowed him to pursue new deals and opportunities Why Tim looks for fit, timing and profitability when evaluating potential clients of his services Why not all virtual assistants are created equal, and why a truly Great Assistant has the skills, experience, time and dedication that can transform your business Why hiring a Great Assistant can cost as little as $1,000 a month, and how Great Assistant manages to attract top talent inexpensively How the Great Assistant Inner Circle service provides ongoing professional development for Great Assistants How Tim learned to turn email control over to his Great Assistant, and how that allows him to be a Transaction Engineer Why distraction is the biggest productivity-killer, and why the more things you have to focus on the less attention you can give to each thing Why Tim recommends you read Superforecasting: The Art and Science of Prediction by Philip E. Tetlock and Dan Gardner Why being on either side of a great mentoring relationship can be powerful and transformative, and why the wrong mentor can do incredible damage to your business Resources: Website: www.SmartRealEstateCoach.com/greatassistant Profit Factory Website: https://www.profitfactory.com/ LinkedIn: www.linkedin.com/in/timothyjfrancis/ Additional resources: Superforecasting by Philip E. Tetlock and Dan Gardner: https://amzn.to/2J3CNtT

Ross Hamilton started investing in real estate in 2001 at 19 years of age and has personally owned or been a partner in hundreds of real estate investments around the US. Using the profits earned from his real estate investing business in his early 20s Ross founded ConnectedInvestors.com. The Connected Investors platform has grown into a real estate investment marketplace & the premier social network of over half a million real estate investors. In 2016 Ross and his team consolidated the hard and private money lending space when they opened the doors to CiX.com. CiX is the first company to build a private money marketplace that allows real estate investors to easily get loan offers from multiple private money lenders by simply tapping a few buttons. CiX facilitates over $3B in fix and flip and buy and hold funding requests each month. Ross was nominated by Entrepreneur magazine as Emerging entrepreneur of 2011, serves on the Forbes Real Estate Council and is a professionally published author. Ross and his team are always looking for strategic relationships within the industry. Visit www.connectedinvestors.com/contact to connect with Ross and his team. What you’ll learn about in this episode: How Ross started in real estate by completing his first deal at 19 years old after breaking his leg BMX racing before going on to found Connected Investors How Ross’s first deal was a subject-to and then sold the property under a lease option, and how he managed to build a profile of 50 rentals by age 24 How Ross used a “fake business partner” named Dr. Elliot as a way to buy himself time to research when completing complex deals Why Ross started the Connected Investors community, and how he has grown the group to almost a million members How a chance encounter with the CEO of LendingTree while training for an Iron Man competition led to the creation of CiX.com as a real estate lending solution Why Ross believes it is important to learn to overcome challenges and navigate complexity when working as a real estate investor What plans Ross has for the Connected Investors community and turning it into a real estate investor ecosystem and platform of software tools What three key daily activities and rituals Ross practices that help him stay focused and achieve his goals How mentors have been an important part of Ross’s success all the way back to his early days of BMX racing Resources: Website: www.smartrealestatecoach.com/connected Website: www.smartrealestatecoach.com/funding How To Get a Real Estate Investing Mentor video: https://youtu.be/X-nLstjB1rY Website: https://connectedinvestors.com/ LinkedIn: www.linkedin.com/in/cirosshamilton/ YouTube: www.youtube.com/user/ConnectedInvestors Instagram: www.instagram.com/connectedinvestors/ Facebook: www.facebook.com/connectedinvestors Ross Hamilton’s Recommended Reading List: What Got You Here Won’t Get You There by Marshall Goldsmith: https://amzn.to/2vDWe9C Think and Grow Rich by Napoleon Hill: https://amzn.to/331qqaA Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Melanie is the CEO of Elite Online Publishing. She is passionate about sharing people’s stories that educate, motivate and inspire. They publish, market and promote nonfiction books for business owners and athletes to create expert authority status for marketing impact and influence. She is honored to work one on one with their authors to create the best strategies for their book creation, marketing, and social media. Melanie is a five-time best-selling author. Melanie graduated from Michigan State University with a degree in communications and was the first girl to receive a varsity letter in a boy’s sport in the state of Michigan. She lives in Houston Texas and originally from Michigan, where she earned the title of Miss Michigan. She is enjoying raising her two sons, who keep her motivated and young. She loves the beach, traveling, and spending time with her family. What you’ll learn about in this episode: How Melanie first got involved in book publishing and then went on to co-found her own publishing company Why Melanie believes any entrepreneur or business leader should write and publish a book, and how doing so can help build credibility What many benefits of publishing a book business owners and entrepreneurs of any kind can receive Melanie offers strategies for the many ways a book can be used to improve your networking and gain new business What common mistakes Melanie has seen from people who are in the process of or have recently published a book Why it can take less time than you think to write a book, and what strategies Melanie suggests to expedite the process Why repurposing, collecting, and slicing-and-dicing your content can be a powerful way to create a book from existing assets What Melanie’s 10-10-3 book writing rule is (the 10 most frequently asked questions, the 10 people should be asking, and 3 stories to illustrate answers to those questions) What future challenges and opportunities Melanie and her team at Elite Online Publishing plan to tackle in the future Resources: Website: https://eliteonlinepublishing.com/ Facebook: www.facebook.com/eliteonlinepublishing Elite Expert Insider Podcast: https://eliteonlinepublishing.com/expert-insider/ Text the keyword Elite with your name and email to 58885 Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Daniel St-Jean loves The REITE Club! He loves helping people, he loves being in business, and he loves watching people be successful in whatever field they choose. Daniel has been in “sales & marketing” in one form all of his adult life. And since the late ’70s, he has bought, started, or sold ten different businesses. He has been a professional photographer, a publisher of educational material, calendars and greeting cards, the owner of a framing shop & art gallery, a professional tour guide, an independent distributor of health products, a speaker, a trainer, and a teacher. He has also written two published books; his first one became a Canadian bestseller in 1992. Daniel, along with his wife Laurel, owns the Safe & Sound Real Estate Investment Group which specializes in rent-to-own real estate. He and his wife also have several buy-and-hold properties which are located in the Niagara, Ontario region. Daniel loves to try new things…he believes in working smart and having fun AND in creating abundance and sharing the wealth. What you’ll learn about in this episode: How Daniel initially got started in real estate after a relocation so his wife could go to school when Daniel needed a new source of income How Daniel discovered the rent-to-own real estate niche after attending a Rich Dad Poor Dad workshop How Daniel structures his deals, and why he believes in helping people achieve their dreams of homeownership What challenges and obstacles Daniel faced over the course of his real estate career, and what valuable lessons he learned from those experiences What specific criteria Daniel looks for in a property, and how he works with real estate agents to place tenant buyers Why Daniel believes that investors need to commit to real estate full time to make real estate investing profitable and worthwhile Why Daniel believes in the acronyms UPOD (under-promise, over-deliver) and DWYSYWD (do what you say you will do) Why Daniel believes that finding the right mentor will help you with your investments and most importantly save you time Why, if you are presented with the opportunity to either invest money or time, you should always invest money Resources: Website: https://thereiteclub.com/ Daniel’s Business Website: http://sasreig.com/ Facebook: www.facebook.com/TheREITEClub/ Twitter: @TheREITEClub LinkedIn: www.linkedin.com/in/homebusinesssuccess/ Daniel’s Recommended Reading List: Sapiens by Yuval Noah Harai: https://amzn.to/37YT5hK Homo Deus by Yuval Noah Harai: https://amzn.to/2w3EZOv Robert T. Kiyosaki’s Amazon Author Page: https://amzn.to/2w0QPZK Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Greg and Cami Goucher are happily married with a blended family of five kids. They live in Northeastern Ohio and love to travel. They understand the challenges and complexities of life, including divorce, job loss, legal battles, not to mention buying and selling a home. If you’re looking for a solution to your real estate issues, their team is here to help you. Their team is flexible, very easy to work with, and has a proven track record of making win-win deals for both the seller and buyer. What you’ll learn about in this episode: How Greg spent more than 20 years in trucking and Cami spent nearly the same amount of time in nursing before they got started with the Smart Real Estate Coach How Cami and Greg first got started working with Chris and learning his real estate strategies, and how real estate was the ideal strategy for their blended family How Greg and Cami transitioned from their longtime careers to working in real estate, and what challenges they faced making the jump How Greg and his former boss made a mutual decision to part ways when Greg realized his focus needed to be on real estate How being part of the Wicked Smart community helps give Greg and Cami accountability and serves to inspire them to succeed What major realizations Greg and Cami have made since they decided to go into real estate investing full time How Greg and Cami keep their written plan on their bedside table and frequently revisit and review it to maintain focus on their goals What daily habits and disciplines Greg and Cami follow to help put them in the right mindset and focus What advice Greg and Cami would offer and what strategies they would recommend to new investors just starting out Resources: Website: www.mingoproperties.com Greg and Cami’s Recommended Reading List: The 10X Rule by Grant Cardone: https://amzn.to/2Tpbu1K If You’re Not First, You’re Last by Grant Cardone: https://amzn.to/39a2RyU Sell or Be Sold by Grant Cardone: https://amzn.to/2PC74U4 First Entrepreneur by Edward G. Lengel: https://amzn.to/2vuSt61 Additional resources: 31 Day-Billionaire Video Program: https://smartrealestatecoach.com/billionaire/ Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Stephen Woessner is the founder and CEO of Predictive ROI, a digital marketing agency, and the host of Onward Nation — a top-rated daily podcast for learning how today’s top business owners think, act, and achieve. Onward Nation is listened to in 120 countries around the world with over 28,000+ email subscribers. Since the advent of the commercial Internet, Stephen has collected tens of thousands of data points that have given him the ability to identify what he calls the “8 Money Draining Mistakes” and the “8 Money Making Opportunities.” Darren Hardy, then-publisher of SUCCESS Magazine, interviewed Stephen to discuss how business owners can identify and fix the mistakes. Stephen served in the United States Air Force, spent six years at the University of Wisconsin-La Crosse as a full-time academic staff member and taught digital marketing classes to small business owners throughout the state including the prestigious School of Business at UW-Madison, has owned five businesses, and is the author of three books, “The Small Business Owner’s Handbook to Search Engine Optimization”, “Increase Online Sales Through Viral Social Networking”, and “Profitable Podcasting.” His digital marketing insights have been featured in Forbes.com, Entrepreneur.com, The Washington Post, and Inc. Magazine. What you’ll learn about in this episode: How Chris and Stephen serve as each other’s accountability partner and have weekly accountability calls to go over wins, opportunities, and goals What Stephen will be sharing when he speaks at Chris’s Business Scaling Secrets LIVE event April 1-3, 2020 in Newport, Rhode Island Why spending time together with other associates of varying experience levels is an invaluable opportunity and resource Why the three key ingredients for becoming the authority in your market are focusing on a niche, having a unique point of view, and putting systems in place Why the big, national players are coming to or already in your local market, and why planting your flag is the key to competing Why staking out a niche doesn’t reduce your opportunities but instead helps you focus on and better serve a market and actually creates new opportunities Why establishing and focusing on your niche helps you resist bigger competition who aren’t as focused Why the first question you should ask yourself when creating content for your niche is “do I like to write, or do I like to talk?” Why it is important to not worry about being great right out of the gate, and why getting started is the first necessary step to getting better How to get a free handbook from Stephen for identifying your ideal buyer/seller and “finding your avatar” Resources: Website: https://predictiveroi.com/ Free Handbook: www.SmartRealEstateCoach.com/avatar Business Scaling Secrets LIVE Website: http://bizscaling.com/ Onward Nation Podcast: https://predictiveroi.com/onward-nation-podcast/ LinkedIn: www.linkedin.com/in/stephenwoessner/ Facebook: www.facebook.com/PredictiveROI/ Twitter: @stephenwoessner Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Dan Ralphs is the founder of Dream Leadership Consulting and is one of the world’s foremost experts on unlocking the power of dreaming. He has an amazing ability to help people discover their own dreams and learn how to go after them. His realistic approach to dreaming recognizes that dreaming is not a ‘magic pill’ but rather a new way of thinking about our ability to create. Before founding Dream Coach, Dan was the facilitator of the Dreaming Program at Infusionsoft (a small software company in Chandler, AZ) where he helped employees to identify, articulate, and accomplish their dreams. He is also is the creator of the Dream Leader Certification course, in which he has supported over 100 leaders from all over the world to become Dream Leaders to those they lead. Together they have helped their people accomplish dreams like buying a first home, riding elephants in Thailand and starting a foundation to help mothers facing infant loss. Between Dan and the dream leaders he has certified, there are thousands who have been awakened to their dreams and their ability to achieve them. What you’ll learn about in this episode: Why Dan believes the typical employer-employee relationship isn’t authentic or mutual, and how Dream Leadership Consulting is working to change that Why deeper and more meaningful relationships between business leaders and their teams is the key to getting people self-motivated and focused How Dan defines leadership, and why building and maintaining trust is the key to strengthening relationships What steps Dan recommends to entrepreneurs hiring an employee for the first time who want the relationship to start off on the right foot Why hiring the right people who are aligned to your values and feel a connection to your business is vital Why every business owner starts out knowing their craft but having to learn how to run a business while they scale Why it is important to find a coach who has actually built a business and worked in the trenches How Dan helps entrepreneurs and business owners establish a “business operating system” to help run and scale their organizations Why planning your goals and establishing your mission, vision and values is important for any business Why establishing, running, and scaling a business as an entrepreneur takes true courage and commitment Resources: Website: www.dreamleadershipconsulting.com LinkedIn: www.linkedin.com/in/dan-ralphs/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Moneeka Sawyer is the blissful millionaire. She is the creator of the Blissful Real Estate Investor Formula and is the international best-selling author of the award-winning book “Choose Bliss: The Power and Practice of Joy and Contentment.” She teaches you how to invest for the future of yourself and your family through real estate in a way that takes very little time and is low stress. Using her strategies, investors have been able to pay for big life events such as college education, weddings, and retirement. She believes that we can and should choose bliss in all areas of our lives, including in our businesses and investing. Her expertise has been featured nationwide on radio and TV including ABC, NBC, and Fox. Over the last 20 years, Moneeka has created and fine-tuned a system that has made her financially free by growing $10,000 to over $2,000,000. She offers a free download where she shares the whole strategy with you on how she did it. You can find the free download at https://blissfulinvestor.com/resources/. What you’ll learn about in this episode: How Moneeka defines bliss, and why creating a blissful life for yourself and mastering your emotions are important components for creating wealth What steps Moneeka recommends for creating bliss, including “stop, drop, and breathe” when handling a difficult or stressful situation How Moneeka uses morning gratitudes to help put herself in a bliss mindset even if she has stressful work to do that day How Moneeka uses “moving meditation” through walking to help center herself, and why a consistent morning routine is a key to Moneeka’s success Why consistent, daily practice is the key to creating lasting change and mastering your emotions over time Where to download a free report where Moneeka shares how she turned just $10,000 into more than $2 million the blissful way Moneeka shares details of her upcoming virtual event on March 14-15, 2020 where Chris Prefontaine will be one of the featured speakers Why Moneeka focuses primarily on helping women, and why she believes there is a “female way” of doing business that women can take advantage of Why Moneeka considers her friend and famous TV personality Leeza Gibbons to be her greatest mentor Resources: Website: www.Blissfulinvestor.com Virtual Event details: www.Blissfulinvestor.com/event LinkedIn: www.linkedin.com/in/moneeka-sawyer-4561145/ Facebook: www.facebook.com/MoneekaSawyer Twitter: @MoneekaSawyer Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/