Jake Rosenthal hosts Life on Your Terms where you’ll listen in on his conversations with top performers and multi-millionaires in real estate, business, health and mindset. Jake became financially free at the age of 30 by launching his own business and investing in real estate among other assets — all enabling him to live each day on his own terms. This is your guide to conquer what may feel like the impossible – to live a life of abundance, vitality and financial freedom by embracing what you currently view to be unobtainable.
Are you ready to take bold action in your business? Often, the difference between success and stagnation is stepping out of your comfort zone and going after what you want.In today's episode of the Life On Your Terms podcast, I sit down with Matt Floyd, co-founder of a property management company specializing in short-term rentals. Matt shares his journey of building a successful business in the real estate and hospitality industries. We dive into how Matt and his partner grew their portfolio from managing 30 properties to closing a deal that brings in 18 more properties across Hawaii. Along the way, Matt offers insights into scaling a business, making strategic acquisitions, and navigating the world of vacation rentals.Tune in to learn more about taking calculated risks, growing your business, and achieving financial freedom.Key Points:Transitioning from W2 to entrepreneurship and building a business around short-term rentals.The power of taking action and how unexpected opportunities can lead to major growth.Navigating acquisitions and scaling up in the property management business.The benefits of real estate investing and property management for achieving financial independence.Lessons learned from moving from small multifamily properties to managing a large portfolio of vacation rentals.What we discuss:[00:04:40] Onboarding 18 new properties in Hawaii and the power of taking action.[00:09:00] Structuring business deals with seller financing and growth strategy.[00:16:00] Lessons learned from real estate investing and building a property management company.[00:32:00] The importance of finding actual numbers when analyzing potential short-term rental markets.[00:39:00] Scaling up, setting goals, and making key hires to run the business more efficiently.Guest Insights:Matt Floyd emphasizes the importance of taking decisive action and staying focused on long-term goals. He shares how consistent effort, finding the right partners, and building relationships in the real estate space helped him scale his business. Whether it's property management or making strategic acquisitions, Matt's approach to growth is a testament to the power of persistence, planning, and learning from every experience.About Matt Floyd:Matt Floyd is the co-founder of a successful property management company focused on short-term rentals. Matt transitioned to real estate investing and has grown his portfolio significantly over the years. His expertise includes multifamily properties, vacation rentals, and scaling property management businesses through strategic acquisitions.Find more from Matt Floyd:Instagram: https://www.instagram.com/stayclassyairbnbguysPodcast: Failure to Freedom Connect with Jake Rosenthal:Website: https://www.purelegacies.comTikTok: @jake.r.rosenthalInstagram: @jake.r.rosenthalYouTube: Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Podcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode of the Rich Somers Report, Jake Rosenthal and Rich Somers dive into the world of real estate, entrepreneurship, and personal freedom. Both Jake and Rich share their journeys of leaving traditional W2 jobs to create businesses that align with their goals of financial freedom and life on their own terms.In this insightful discussion, Jake and Rich break down how they built successful portfolios of luxury short-term rentals and expanded into other business ventures, such as boutique hotels and franchises. The conversation covers the highs and lows of entrepreneurship, the importance of taking calculated risks, and how to leverage key opportunities to build wealth.Tune in to learn how to transition from the corporate world, scale your business, and take control of your life!Key Points:Building a portfolio of short-term rentals and boutique hotels.The power of leveraging strategic investments for growth.Why taking calculated risks is key to financial independence.How to create multiple income streams through business acquisitions.What We Discuss:[00:00:34] Rich and Jake's lifestyle transitions from corporate to entrepreneurship.[00:03:21] The benefits of real estate investing and luxury short-term rentals.[00:10:29] Business acquisitions: How to buy and scale successful businesses.[00:16:00] The advantages of boutique hotels and franchise opportunities.[00:24:00] Scaling through strategic partnerships and community building.[00:30:00] How to manage risk and maximize returns with business investments.[00:39:00] Exploring the role of Bitcoin in a diversified investment strategy.About Rich Somers:Rich Somers is a real estate investor, entrepreneur, and host of the "Rich Somers Report" podcast. About Jake Rosenthal:Jake Rosenthal is an entrepreneur, real estate investor, and host of the "Life On Your Terms Podcast." After a successful career in tech sales, Jake pivoted to real estate, where he owns a portfolio of luxury short-term rentals. He is passionate about teaching others how to transition from W2 jobs and achieve financial independence.Find More from Jake Rosenthal:Website: Pure LegaciesInstagram: Jake R. RosenthalTikTok: Jake R. RosenthalYouTube: Jake RosenthalPodcast: "Life On Your Terms with Jake Rosenthal"Find More from Rich Somers:Instagram: Rich SomersLinkedIn: Rich SomersTune in to this engaging conversation, and learn how to create financial freedom and live life on your own terms!Podcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode of the Life On Your Terms Podcast, Jake Rosenthal chats with Dustin Baldwin, an entrepreneur who transitioned from a six-figure corporate career into real estate and the unique world of prisoner transport. Dustin shares his unconventional path, from serving in the Marine Corps to becoming president of a prisoner transport company, before finally pivoting to real estate. His journey highlights the challenges and triumphs of leaving a comfortable W2 job for the uncertain world of entrepreneurship.Dustin breaks down how he started with house hacking and co-living and eventually moved into his current focus, the build-to-rent model. He discusses his successes, the lessons learned along the way, and why it's essential to take risks to build the life you want.Tune in to hear Dustin's insights on financial independence, building wealth through real estate, and why sometimes, taking a step back in income can lead to a leap forward in personal and professional growth.Key Points:Dustin's unconventional journey from the Marine Corps to entrepreneurship.Transitioning from a corporate job to entrepreneurship and real estate.House hacking, co-living, and finding a niche in the build-to-rent market.The importance of taking risks and betting on yourself.Managing properties, finding the right investments, and scaling a real estate business.What We Discuss:[00:01:03] Dustin's lifestyle design and entrepreneurial mindset.[00:03:47] Transitioning from corporate life to prisoner transport and real estate.[00:10:29] Building equity through house hacking and co-living.[00:14:29] The pivot to the build-to-rent model and its financial benefits.[00:21:19] Managing properties and maximizing cash flow.[00:27:25] The importance of relationships in entrepreneurship.[00:46:32] Discovering career aspirations and navigating challenges.Guest Insights:Dustin emphasizes the power of taking risks and learning from unconventional career paths. His journey shows that financial freedom doesn't happen overnight and often requires stepping out of your comfort zone. Dustin's advice is grounded in real-world experience, covering topics like managing properties, finding deals, and scaling a real estate portfolio. He shares why managing your own properties early on helps you become a better investor and property manager.About Dustin Baldwin:Dustin Baldwin is a real estate investor and entrepreneur based in St. Petersburg, FL. After transitioning from a corporate job and becoming president of a prisoner transport company, Dustin found his passion in real estate. He now focuses on the build-to-rent model, where he has built a portfolio of new construction rentals that generate significant cash flow. Dustin specializes in house hacking, co-living, and new development, all while maximizing opportunities in the real estate market.Find More from Dustin Baldwin:Instagram (Real Estate Focus): @Dustin_DevelopsConnect with Jake Rosenthal:Website: https://www.purelegacies.comTikTok: @Jake.R.RosenthalInstagram: @Jake.R.RosenthalYouTube: Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode of the Action Academy Podcast, Brian sits down with Jake Rosenthal, an accomplished tech sales professional turned real estate investor and entrepreneur. Jake shares his incredible journey from a high-performing tech sales career to achieving financial freedom through luxury short-term rentals and business acquisitions. In this insightful conversation, Jake and Brian discuss the power of sales skills, how to recognize and seize opportunities, and the mindset shifts required to live life on your terms.Jake also touches on his passion for scaling his wealth through strategic investments and shares his thoughts on the risks and rewards of entrepreneurship. Whether you're in a 9-5 job or looking to pivot into business ownership, this episode is packed with actionable advice on how to elevate your life and career.Special Mention:In this episode, Jake Rosenthal was the guest on Brian's Action Academy Podcast, diving deep into his story of going from a successful tech sales career to owning a portfolio of luxury short-term rentals and building passive income streams. This engaging conversation highlights the power of sales skills and investing smartly to achieve the freedom to live life on your own terms.Key Points:The mindset shift needed to take big leaps in life and career.How to identify and pursue high-value opportunities.Strategies for achieving financial freedom through real estate and business acquisitions.The importance of understanding risk-to-reward ratios in wealth building.What We Discuss:[00:03:00] Sales skills that translate into entrepreneurship.[00:10:29] Jake's career transition from tech sales to real estate investor.[00:16:00] The power of focusing on larger opportunities and high-value clients.[00:24:00] Building a portfolio of luxury short-term rentals.[00:35:00] Business acquisitions and how to scale wealth through buying businesses.[00:39:00] How Bitcoin fits into Jake's wealth-building strategy.[00:44:00] The power of community and mentorship for growth.Jake emphasizes the importance of understanding sales as a core skill, whether in a corporate role or entrepreneurship. He discusses how taking calculated risks and focusing on larger opportunities have allowed him to achieve financial independence at an early age. Jake also shares actionable tips for those looking to transition out of a W2 job and start building their own empire.Jake's advice is practical and based on his own experience, making this episode a must-listen for anyone seeking financial freedom and life on their own terms.Find More from Jake Rosenthal:Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/YouTube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake RosenthalConnect with Brian and The Action Academy:Instagram: https://www.instagram.com/actionacademypodcast/Podcast: The Action Academy PodcastPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode of the Life On Your Terms Podcast, I chat with Neil Shah, an accomplished hotelier who has navigated the challenges of immigrating to a new country and building a successful business empire. Neil shares his inspiring journey from arriving in the U.S. with a background in electrical engineering to becoming the owner of 10 hotels. We discuss how Neil transitioned from working at an independent hotel in Anaheim to owning multiple properties across different states.Neil's story is a testament to the power of perseverance, adaptability, and strategic thinking. Tune in to learn more about his unique path to success and the lessons he's learned along the way.Key Points:The challenges of immigrating to the U.S. and adapting to a new culture.The transition from working in the hotel industry to hotel ownership.Leveraging side hustles and creative financing to bootstrap business ventures.The importance of building operational expertise before scaling.The role of patience and strategic timing in long-term business success.What we discuss: -[00:54] The culture shock of moving from India to the U.S. -[02:54] Adapting to a new language and environment while working in hotels.- [07:27] Transitioning from hotel employee to hotel owner. -[10:07] Neil's first hotel investment and the creative ways he financed it. -[14:00] Learning the ropes of hotel operations in a branded property.- [16:43] The challenges and opportunities in managing hotels with restaurants. -[18:47] Expanding the portfolio: Moving from two hotels to ten.- [22:47] The importance of cash flow in the hotel industry. -[23:38] Strategies for growing a hotel portfolio over time.Guest Insights:Neil emphasizes the importance of resilience, adaptability, and strategic financial planning in achieving business success. His journey from a new immigrant with no connections in the U.S. to owning 10 hotels is an inspiring story of grit and determination. Neil shares his experiences of learning the hotel business from the ground up, the importance of patience, and how creating additional income streams can open up investment opportunities.About Neil Shah:Neil Shah is a seasoned hotelier with over two decades of experience in the hospitality industry. Starting with his first hotel purchase in 2001, Neil has grown his portfolio to 10 hotels. His journey began in India, where he earned a degree in electrical engineering and ran a business before moving to the U.S. Neil's success is built on a foundation of hard work, continuous learning, and a passion for the hotel industry.Find more from Neil Shah:Instagram: https://www.instagram.com/nilangsWebsite: www.instanthospitality.comConnect with Jake Rosenthal:Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/YouTube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Are You Ready to Take the Leap? The Realities of Entrepreneurship with Brad CornellIn today's episode of the Life On Your Terms Podcast, I sit down with Brad Cornell, a lifelong entrepreneur who has navigated his way from a small-town upbringing in Minnesota to owning a successful business portfolio, including a street sweeping company in Idaho. Brad shares his journey of transitioning from a mechanical engineering degree to full-time entrepreneurship, the challenges of starting and selling his first business, and the pivotal moments that led him to his current path of business acquisitions.Tune in to hear Brad's inspiring story, practical advice for budding entrepreneurs, and the realities of what it takes to build and run a business successfully.Key Points:The importance of finding your entrepreneurial path and recognizing opportunities.Understanding the challenges and rewards of business acquisition.The power of perseverance and resilience in entrepreneurship.Balancing family life with entrepreneurial ambitions.Strategies for scaling and stabilizing a newly acquired business.What we discuss:[00:51] Brad's small-town upbringing and early entrepreneurial ventures.[05:06] The leap from engineering to running a Barnwood business.[10:29] Navigating the challenges of selling a first business during the pandemic.[18:00] The transition to real estate investing and the power of house hacking.[24:00] The unexpected opportunity of acquiring a street sweeping business.[36:27] The realities of business ownership: from operational challenges to cash flow rewards.[45:50] Balancing entrepreneurship with family life and future aspirations.[51:46] Brad's thoughts on the next steps and potential business expansions.Guest Insights:Brad emphasizes the importance of resilience, strategic thinking, and willingness to take risks in entrepreneurship. He shares his firsthand experiences with the ups and downs of business ownership, offering valuable insights for anyone looking to transition into the world of business acquisitions. This episode covers essential topics like cash flow management, the challenges of stabilizing a business, and the long-term benefits of investing in real estate.About Brad Cornell:Brad Cornell is a seasoned entrepreneur with a background in mechanical engineering who has successfully transitioned into full-time business ownership. He has experience in running and selling small businesses, real estate investing, and business acquisitions. Brad is currently focused on growing his portfolio of service-based businesses and real estate investments while balancing his family life.Find more from Brad Cornell: Email: bradcornell13@gmail.comConnect with Jake Rosenthal: Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/Youtube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Are you ready to pivot from a W2 role to financial freedom? In today's episode of the Life On Your Terms Podcast, I chat with Tom Donnelly, a savvy entrepreneur who transitioned to mastering the world of laundromat ownership. Tom shares his journey of acquiring multiple laundromats, the systems he's put in place to manage them remotely, and how he's built a life that allows him to achieve financial independence. This episode is packed with actionable insights on business acquisitions, creative financing, and the mindset needed to succeed as an entrepreneur.Tune in to learn how Tom has crafted a life on his terms, and how you can do the same!Key Points: - Transitioning from a W2 role to entrepreneurial freedom.- Strategies for acquiring and managing laundromats.- The impact of creative financing in business acquisitions.- Insights into remote business management and systematization.- The importance of aligning your work with your lifestyle goals.What we discuss: - [00:01:00] Tom's transition to business acquisitions.- [00:03:00] The appeal of laundromat ownership and why Tom chose this path.- [00:07:00] First laundromat deal: A deep dive into the acquisition process.- [00:13:00] Importance of creative financing and leveraging partnerships.- [00:20:00] Key systems and technologies for managing laundromats remotely.- [00:27:00] The benefits of owning the property along with the business.- [00:34:00] Tom's advice for those looking to leave the W2 life and start their own business.- [00:39:00] How Tom scaled his business and launched the 30-Day Laundromat Ownership Mastery Course.Guest Insights: Tom emphasizes the significance of understanding the laundromat business, from acquisition to management, and how implementing effective systems can turn these businesses into passive income machines. He shares his experiences with creative financing, the benefits of buying both the business and the property, and the importance of having the right team in place to manage operations. Tom's insights provide valuable lessons for anyone looking to achieve financial independence and live life on their terms.About Tom Donnelly: Tom Donnelly is a successful entrepreneur who transitioned to real estate investment and laundromat ownership. He currently owns multiple laundromats and has created the 30-Day Laundromat Ownership Mastery Course, which teaches others how to replicate his success. Tom's expertise lies in business acquisitions, creative financing, and systematizing operations to create passive income streams.Find More from Tom Donnelly: - Website: https://www.theassertiveinvestor.comInstagram:https://www.instagram.com/mr.tomdonnellyConnect with Jake Rosenthal: -Website:https://www.purelegacies.com- Tiktok: https://www.tiktok.com/@jake.r.rosenthal- Instagrm:https://www.instagram.com/jake.r.rosenthal- Youtube: https://www.youtube.com/@Jake.RosenthalThis episode is a must-listen for anyone looking to break free from the 9-to-5 grind and start building a business that supports the life they truly want to live.Podcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode of the Life On Your Terms Podcast, I chat with Rick Mayo, the CEO and founder of Alloy Personal Training. Rick shares his journey from starting one of the first personal training facilities in Atlanta to building a successful personal training franchise. He discusses the unique model of Alloy, the benefits of franchising, and his vision for the future. Rick also provides valuable insights into entrepreneurship, fitness, and the keys to running a successful franchise business.Tune in to learn more about building a fitness empire and the importance of sticking to the basics in both fitness and business.Key Points:The evolution of Alloy from a single personal training facility to a franchise.The benefits and risks of franchising compared to other business models.The importance of keeping things simple and focusing on core activities.Strategies for engaging and supporting franchisees to ensure their success.Rick's long-term vision for Alloy and the potential for international expansion.What We Discuss:[00:01:16] Overview of Alloy Personal Training and its unique franchise model.[00:01:50] The transition from a one-on-one training model to small group training.[00:03:34] The benefits of investing in a franchise like Alloy.[00:04:47] Lessons learned from early franchising experiences.[00:09:00] The journey from consulting to franchising.[00:13:29] Navigating the challenges of scaling a franchise business.[00:15:02] Key factors that make a successful franchisee.[00:18:00] Maintaining simplicity and focus in business operations.[00:24:18] Rick's vision for Alloy's growth and future expansion.[00:28:46] The financial benefits of owning multiple franchise locations.[00:31:54] The potential for selling franchises at higher multiples compared to independent businesses.[00:33:26] Contact information for Rick Mayo and Alloy Personal Training.Guest Insights:Rick emphasizes the importance of simplicity and sticking to the basics in both fitness and business. He shares his experience of transitioning from a personal training facility to a successful franchise model, highlighting the benefits of franchising for both the franchisor and franchisee. Rick also discusses the challenges of scaling a business and the importance of supporting franchisees to ensure their success.About Rick Mayo:Rick Mayo is the CEO and founder of Alloy Personal Training, a franchise specializing in personal training. With over 30 years of experience in the fitness industry, Rick has built a successful franchise model that focuses on personal training in small group settings. He has consulted for various fitness brands worldwide and is dedicated to helping entrepreneurs build successful fitness businesses.Find more from Rick Mayo:Website: Alloy Personal TrainingLinkedIn: Rick MayoEmail: info@alloyfranchise.comConnect with Jake Rosenthal:Website: Pure LegaciesTikTok: @jake.r.rosenthalInstagram: @jake.r.rosenthalYouTube: Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode of the Life On Your Terms Podcast, I chat with David Melzer, the founder of Property Claims Consultant. David shares his incredible journey from working in corporate insurance to building his own successful public adjuster agency. He discusses the challenges he faced, the strategies he used to overcome them, and how he balances running a business with family life. David's story is a testament to resilience, strategic planning, and the power of taking calculated risks.Tune in to learn more about turning obstacles into opportunities and designing a life that truly aligns with your values.Key Topics:Transitioning from a W2 role to entrepreneurial freedom.Navigating the real estate market and dealing with property challenges.Establishing and growing a public adjuster agency.The importance of networking and relationship-building in business.What we discuss:[00:00:50] Starting a public adjuster agency: David's inspiration and initial challenges.[09:53] Overcoming financial barriers and gaining industry knowledge.[10:45] Deciding to start his own business versus acquiring an existing one.[13:00] The role of strategic planning and budgeting in business success.[15:45] The importance of networking and building strong industry relationships.[22:00] Expanding the business and hiring the right people.[24:30] Leveraging alternative investments for business growth and tax advantages.[27:45] Preparing for major life changes while running a business.[34:10] Future goals and plans for business expansion.Guest Insights:David emphasizes the importance of thorough planning and strategic execution in building a successful business. He discusses his approach to overcoming financial and knowledge barriers, the value of networking, and the significance of continuous learning and adaptation. This conversation delves into resilience, strategic planning, financial literacy, and balancing personal and professional life.About David Melzer:David Melzer is the founder of Property Claims Consultant, a public adjuster agency that advocates for homeowners and business owners during insurance claims. His journey to becoming a successful entrepreneur is marked by his innovative approach and dedication to helping others. David specializes in creative financing and alternative investments, ensuring that his clients receive the best possible outcomes.Find more from David Melzer:Website: Property Claims ConsultantInstagram: Property Claims ConsultantConnect with Jake Rosenthal:Website: Pure LegaciesTikTok: @jake.r.rosenthalInstagram: @jake.r.rosenthalYouTube: Jake.RosenthalPodcast: Life On Your Terms with Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Are you your biggest obstacle? Often, we can get in our own way by continually offering up excuses. In today's episode of the Life On Your Terms Podcast, I chat with Gideon Spencer, a versatile professional who transitioned from a high-performing career in mechanical engineering to thriving in the tech space and finally venturing into real estate. Gideon shares his journey from managing R&D teams and developing cutting-edge technology to building a successful real estate portfolio, including a recent acquisition of a boutique hotel. We discuss the importance of aligning your work with your core values, effective time management, and strategies for scaling up your business ventures.Tune in to learn more about balancing work and leisure in this engaging discussion.Key Points:Transitioning from a W2 role to entrepreneurial freedom.The importance of aligning your work with your core values.Strategies for effective delegation and maximizing your potential.The impact of financial literacy and investment on personal freedom.What we discuss: [00:46] Gideon's background and career transition from engineering to tech and real estate.[03:00] Managing time and balancing W2 job with real estate investing.[05:00] Importance of focusing on essential tasks and cutting out unnecessary activities.[08:20] Aligning incentives and distributing work within a team.[10:40] Finding and managing the right people to delegate tasks effectively.[13:00] Details on the recent boutique hotel acquisition and the renovation plans.[23:45] Raising capital and the process of finding investors.Guest Insights:Gideon shares how his journey from mechanical engineering to tech and then to real estate was driven by a desire for freedom and aligning his work with his personal values. He discusses the critical role of time management, highlighting his strategies for prioritizing essential tasks and delegating effectively to maximize productivity. Gideon also delves into the importance of networking and building relationships, both in his W2 job and in real estate, as key factors in his success. His story emphasizes the power of overcoming self-limiting beliefs and the value of taking calculated risks to achieve significant growth and financial independence.About Gideon: Gideon Spencer is a transformational professional with a background in mechanical engineering, tech product management, and real estate investment. Gideon's journey is marked by his transition from managing R&D teams and developing tech products to investing in real estate and acquiring a boutique hotel. He is passionate about time management, aligning incentives, and helping others achieve financial freedom.asoned IT consulting and sales leader, Rob has spearheaded numerous large-scale digital transforFind more from Gideon:Instagram: Gideon SpencerLinkedIn: Gideon SpencerConnect with Jake Rosenthal: Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/Youtube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Are you your biggest obstacle? Often we can get in our own way by continually offering up excuses. In today's episode of the Life On Your Terms Podcast, I chat with Kassidy Warren, a dynamic entrepreneur who transitioned from a high-performing engineering career to a successful real estate investor specializing in short-term rentals. Kassidy shares his journey of leaving the corporate world, the pivotal moments that led to his new career path, and the strategies he used to build a thriving Airbnb portfolio. Whether you're considering a career change or looking to invest in real estate, Kassidy's story offers valuable insights and practical advice.Key Points:The importance of aligning your work with your core values.Strategies for effective delegation and maximizing your potential.The impact of financial literacy and investment on personal freedom.What We Discuss:[03:47] The moment of realization and decision to leave the corporate world.[10:29] The process of minimizing expenses and saving for their journey.[14:29] Purchasing their first short-term rental in Cleveland, Ohio.[21:19] Scaling the business and hiring strategies.[27:25] Setting up an S Corp and consulting business to funnel active income into real estate.[33:21] Using a HELOC for initial funding and financial strategies.[46:32] Tips for aspiring investors.[49:40] Personal insights and the mental shift from employee to entrepreneur.[55:10] The importance of enjoying the journey and focusing on what you love.Guest Insights:Kassidy emphasizes the importance of understanding your unique strengths and leveraging them to build a life aligned with your values. He discusses the significance of financial literacy and the impact of making strategic investments. This conversation covers concepts like grit, delegation, financial independence, and personal development.About Kassidy Warren:Kassidy Warren is a transformational entrepreneur and real estate investor who helps high-performing individuals transition from their W2 roles to entrepreneurial freedom. Kassidy's journey is marked by his transition from engineering to real estate investment and Air bnbs. Kassidy is an experienced investor in various sectors, including real estate and short-term rentals.Find more from Kassidy Warren:Instagram: @qkassidywConnect with Jake Rosenthal:Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/YouTube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Are you your biggest obstacle? Often we can get in our own way by continually offering up excuses.In today's episode of the Life On Your Terms Podcast, I chat with Jamie Gruber, who left his $400k executive position to live life on his terms in the Dominican Republic. Jamie shares his journey from a high-paying corporate job to helping others achieve financial freedom through his mastermind, GoBundance Emerge. Jamie discusses the challenges and rewards of designing a lifestyle aligned with his passions and values, the impact of his move to the Dominican Republic, and his love for personal development and community building.Tune in to learn more about balancing work and leisure in this engaging discussion.Key Points:Transitioning from a W2 role to entrepreneurial freedom.The importance of aligning your work with your core values.Strategies for effective delegation and maximizing your potential.The impact of financial literacy and investment on personal freedom.What we discuss:[00:01.49] Introduction and Jamie Gruber's background.[01:03] Lifestyle design and flexibility.[03:47] Entrepreneurship and business insights.[10:29] The career transition in the corporate world.[14:29] Becoming the CEO of your own life.[21:19] Discovering your true strengths.[27:25] Transitioning from a W2 to your own company.[33:21] Financial independence and planning.[46:32] Discovering career aspirations.[49:40] College and life lessons.[55:10] Facing the truth about habits.Guest Insights:Jamie emphasizes the importance of understanding your unique strengths and leveraging them to build a life aligned with your values. He discusses the significance of financial literacy and the impact of making strategic investments. This conversation covers concepts like grit, delegation, financial independence, and personal development.About Jamie Gruber:Jamie Gruber is a transformational coach and founder of GoBundance Emerge. He helps high-performing individuals transition from their W2 roles to entrepreneurial freedom. Jamie's journey is marked by his transition from a corporate executive to living in the Dominican Republic, leading a successful mastermind, and creating impactful content. Jamie's work focuses on personal development, real estate investment, and community building.Find more from Jamie Gruber:Instagram: @thejamiegruberWebsite: GoBundance EmergeConnect with Jake Rosenthal:Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthalYoutube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Often, we can get in our own way by continually offering up excuses. In today's episode of the Life On Your Terms Podcast, I chat with Brent Kesler, founder of The Money Multiplier. Brent shares his journey from a practicing chiropractor to a successful entrepreneur, building multiple clinics, and now teaching others how to achieve financial freedom through the infinite banking concept.Tune in to learn more about Brent's insights on business growth, the power of teamwork, and the importance of disciplined financial strategies in this engaging discussion.Key Points:The importance of aligning your work with your core values.Strategies for effective delegation and maximizing your potential.The impact of financial literacy and investment on personal freedom.What we discuss:[00:02:00] The value of private travel and investment in convenience.[00:09:31] The power of teamwork and shared vision in business.[00:16:08] Scaling a business through effective hiring and management.[00:23:00] The importance of mindset and overcoming mental obstacles.[00:28:00] Implementing the money multiplier method.[00:35:23] The infinite banking concept and its benefits.[00:47:00] Real-life applications and success stories of the concept.[00:50:00] How to get started with the infinite banking concept.Guest Insights:Brent emphasizes the importance of having a shared vision and the right team to grow a successful business. He discusses the significance of understanding and leveraging the infinite banking concept to achieve financial freedom. This conversation covers business growth, financial literacy, and personal development.About Brent Kesler:Brent Kesler is the founder of The Money Multiplier and a former chiropractor who built and sold multiple clinics. He now focuses on teaching others the infinite banking concept to help them achieve financial freedom. Brent's journey is marked by his transition from chiropractic to financial education, impacting thousands of clients across the country.Find more from Brent Kesler:Website: The Money MultiplierEmail: Brent@TheMoneyMultiplier.comConnect with Jake Rosenthal:Website: Pure LegaciesTikTok: Jake R. RosenthalInstagram: Jake R. RosenthalYouTube: Jake R. RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Feeling inspired to make a significant change in your business or personal life? In this episode, we sit down with Sofia Castro, an extraordinary entrepreneur who turned early challenges into monumental success. Sofia shares her remarkable journey from humble beginnings to leading a billion-dollar business. Listen in as she discusses the importance of resilience, strategic pivots, and maintaining a positive mindset.Key Points:Humble Beginnings: Sofia and her husband Bobby's story from being high school dropouts to building a billion-dollar business.The Power of Focus: How maintaining a strong focus and purpose can lead to monumental achievements.Real Estate Ventures: Insights into their real estate journey, including the challenges and successes in the multifamily market.Mentorship and Giving Back: Sofia's new mentorship program aimed at helping others achieve entrepreneurial success.What We Discuss:[00:00] Introduction and Sofia's Background[00:59] Unique Beginnings: Meeting Bobby and starting their entrepreneurial journey[12:41] Grinding to Success: The story of building a billion-dollar business[27:18] Overcoming Real Estate Challenges: Lessons from the 2008 financial crisis[43:30] Current Ventures and Future Plans: Scaling and mentorship programsGuest Insights from Sofia Castro:Resilience and Focus: Sofia emphasizes the importance of having a clear purpose and focus, and how these helped her overcome numerous challenges.Learning from Failures: The value of learning from mistakes and using those lessons to drive future success.Strategic Pivots: How Sofia and Bobby adapted their business strategies to scale their ventures successfully.Mentorship and Legacy: The launch of their mentorship program aimed at providing a comprehensive support system for aspiring entrepreneurs.About Sofia Castro:Sofia Castro is a dynamic entrepreneur known for her remarkable journey from high school dropout to leading a billion-dollar business. Together with her husband Bobby, Sofia built a successful real estate and finance empire. Passionate about giving back, she is now focused on mentoring the next generation of entrepreneurs through her Pma Legacy Family Blueprint program.Find More from Sofia Castro:Instagram: Official Sofia CastroFacebook: Official Sofia CastroBobby's Book: https://www.upsiders.com/bookConnect with Jake Rosenthal:Website: Pure LegaciesTikTok: @jake.r.rosenthalInstagram: @jake.r.rosenthalYouTube: Jake RosenthalPodcast: Life On Your Terms with Jake RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
In today's episode I chat with Rob Wolfe, who runs Wolf Strategic Partners. Rob shares his journey from a high-performing tech sales career to helping others achieve financial freedom and build a life on their terms. Rob shares a bit about his lifestyle of splitting time between San Diego and Wisconsin. Rob shares his love for San Diego and the flexibility of owning a business that allows him to design the lifestyle he and his family desire. We also talk about spending time in different locations and the perks of being your own boss.Tune in to learn more about balancing work and leisure in this engaging discussion.Key Points:Transitioning from a W2 role to entrepreneurial freedom.The importance of aligning your work with your core values.Strategies for effective delegation and maximizing your potential.The impact of financial literacy and investment on personal freedom.What we discuss: [01:03] Lifestyle design and flexibility.[03:47] Entrepreneurship and business insights.[10:29] The Career transition in the tech industry.[14:29] Becoming the CEO of your own life.[21:19] Discovering your true strengths.[27:25] Transitioning from a W2 to your own company.[33:21] Financial Independence and Planning.[55:10] Facing the truth about habits.Guest Insights:Rob emphasizes the importance of understanding your unique strengths and leveraging them to build a life aligned with your values. He discusses the significance of financial literacy and the impact of making strategic investments. This conversation covers concepts like grit, delegation, financial independence, and personal development.About Rob Wolfe: Rob Wolfe is a transformational coach and founder of Wolf Strategic Partners. He helps high-performing individuals in tech and other industries transition from their W2 roles to entrepreneurial freedom. Rob's journey is marked by his transition from tech sales to real estate investment and financial coaching. In addition to his work in consulting, Rob is an experienced investor in various sectors, including real estate, angel investments, and private equity. He is a general partner at Cowabunga Car Wash, a car wash syndication investment group based in Milwaukee, WI that builds next generation car washes. a seasoned IT consulting and sales leader, Rob has spearheaded numerous large-scale digital transforFind more from Rob Wolfe: Website: https://www.wolfestrategic.comLinkedin: https://www.linkedin.com/in/robertalanwolfe/Email: info@wolfestrategic.comConnect with Jake Rosenthal: Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/Youtube: https://www.youtube.com/@Jake.RosenthalPodcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Do you feel like you're in a downturn and looking to turn it around? In this episode, we sit down with Jeremy Jenson, the dynamic CEO of Encore Search Partners, to explore his journey from humble beginnings to leading a top-tier headhunting firm. Jeremy shares his insights on the benefits of starting a business during a downturn, the power of strategic hiring, and the importance of sticking to your core values. Listen in as Jeremy unveils his unique approach to recruitment and business growth, providing valuable lessons for entrepreneurs and executives alike..Key Points:Starting a Business in a Downturn: Jeremy explains why economic downturns can be the best time to launch a business and how it can lead to long-term success.Headhunting Defined: Learn about Encore Search Partners' aggressive and unique approach to headhunting and how they differentiate themselves in the market.Scaling Through Strategic Hiring: Discover the importance of hiring the right people, and how Jeremy's experience with EOS (Entrepreneurial Operating System) transformed his business.Personal Insights and Anecdotes: Jeremy shares personal stories from his career journey, including his competitive drive and the pivotal moments that shaped his business philosophy.What we discuss: [01:00] Jeremy's Background and the Move to Entrepreneurship [05:00] Headhunting and Business Model [10:00] Starting a Business in a Downturn[25:00] Personal Anecdotes and Lessons Learned About Jeremy Jenson: Jeremy Jenson is the dynamic CEO and founder of Encore Search Partners, a premier headhunting firm based in Houston, Texas. With a reputation for his innovative approach and relentless drive, Jeremy has built Encore Search Partners into a powerhouse in the recruitment industry, specializing in poaching top talent for corporations seeking a competitive edge.Jeremy's journey into entrepreneurship began in 2010 when he launched his first business, an email marketing and lead generation company. His early experiences taught him the importance of strategic thinking and adaptability. In 2013, recognizing a gap in the market, he pivoted to establish Encore Search Partners, focusing on high-stakes headhunting and executive search services.Find more from Jeremy Jenson: Website: https://encoresearch.comLinkedin: https://www.linkedin.com/in/jeremyjenson/Instagram: https://www.instagram.com/jeremyjenson/Connect with Jake Rosenthal: Website: https://www.purelegacies.comTikTok: https://www.tiktok.com/@jake.r.rosenthalInstagram: https://www.instagram.com/jake.r.rosenthal/Podcast: Life On Your Terms with Jake Rosenthal Thank you for tuning into the "Life On Your Terms" podcast. If you enjoyed this episode, don't forget to leave a review, including topics you'd like to hear. Join us next time as we explore more ways to live life on your terms with inspiring guests and impactful stories.
Are you missing out on the easiest way to give yourself a raise? What if I told you that there's a simple way to significantly reduce your tax liability and keep more money in your pocket? In fact, it's a strategy that the wealthiest individuals have been using for years to build and protect their wealth. The answer lies in real estate investing. In today's episode of The Life On Your Terms Podcast, I sit down with Zach Lemaster, the founder of Rent to Retirement, the nation's leading turnkey investment company. Zach reveals the incredible tax benefits that real estate investors can take advantage of, such as accelerated depreciation and cost segregation. By utilizing these strategies, you can potentially offset your income, save thousands on taxes, and reinvest that money to grow your wealth exponentially. If you're a high-income earner looking to reduce your tax bill and build long-term wealth, this episode is a must-listen. Zach breaks down the numbers and shares real-life examples of how investors are using these strategies to achieve financial freedom. Zach Lemaster is the founder & CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker that has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial, and new construction. What we discuss: 00:23 Zach's background and journey into real estate investing 03:30 Zach's first investment property using a VA loan 04:13 The power of consistency in real estate investing 06:19 How Rent to Retirement works with investors 15:47 Real estate investing as a simple and tangible asset class 19:13 Investing out of state and the benefits of turnkey investing 25:17 The "short-term rental loophole" for accelerated depreciation 28:00 In-depth explanation of real estate professional status and tax benefits 40:30 Combining short-term rentals and cost segregation for tax advantages 48:45 The importance of setting incremental goals in real estate investing To learn more about Zach Lemaster: Website: https://www.renttoretirement.com/ Instagram: @renttoretirementinvest Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Do you ever feel like it's too late to make a significant change in your life or career? Many people believe that once they reach a certain age, their opportunities for growth and success are limited. But what if I told you that this couldn't be further from the truth? In my latest podcast episode, I join Rami Odeh to discuss his inspiring story. He faced major setbacks in his 50s, only to rebuild his life and business from the ground up. He shares his journey of resilience, adaptability, and the importance of maintaining a strong sense of purpose throughout his life. If you're feeling stuck or limited by your age, this episode will provide you with the motivation and practical insights you need to break free from those beliefs and start living life on your own terms. Don't miss out on this powerful conversation. Rami F. Odeh is the founder of FormWell Personal Fitness Training, a personal training company located in Sandy Springs, GA. Founded in 1999, in the over 20 years Rami ran and owned the business, FormWell helped over 5000 clients achieve their exercise and weight loss goals. Rami sold this business in 2019 to pursue his next dream career: motivational speaking, writing, and coaching. What we discuss: 01:57 - Experiences with psychological testing 04:46 - The importance of using data from measurement devices 07:57 - Rami's book trilogy "Quiet the Noise" and his writing process 11:45 - Rami's experience with anxiety and panic attacks, 18:14 - Motivating people to make healthy lifestyle changes 19:50 - Rami's business challenges during the 2008 financial crisis 32:33 - A sense of purpose 36:37 - How Rami rebuilt his business at 55 years old 43:53 - Men's physique transformation program 59:13 - The power of saying no to opportunities that don't align with your values and passions To learn more about Rami Odeh: Website: https://coachrami.com/ Books: https://coachrami.com/books Facebook: https://www.facebook.com/QuietTheNoise/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Are you feeling stuck in your corporate job and want to finally break free to find entrepreneurial success? Brian Luebben's story is a testament to the power of the environment, strategic financial planning, and the relentless pursuit of personal growth. Join us on this episode as Brian, the mastermind behind the Action Academy, walks us through his transformative journey from tech sales in Atlanta to creating a life centered around freedom and entrepreneurship in the vibrant city of Austin. His narrative isn't just about change; it's a blueprint for redefining success on your own terms. Dive into the heart of financial liberation as Brian lays out his four-step framework for achieving freedom. His method isn't just theory—it's a lived experience that took him from a high-paying job that cost his soul to a diversified approach encompassing real estate and his passion project, the Action Academy Podcast. Brian's story is a compelling mix of savvy investment moves and the pursuit of passions that pay, proving that it's possible to create a portfolio that reflects both your financial goals and personal joys. From the intricacies of navigating boutique hotel investments to the thrill of building a business that aligns with your life vision, Brian exposes the nuts and bolts of making your money work for you. What we discuss: (00:01) - Career Change and Entrepreneurial Journey (06:12) - Financial Freedom in 4 Steps (12:51) - Strategic Clarity in Asset Selection (23:43) - Transition From Corporate to Entrepreneur (29:18) - Passionate Income Through Travel and Transformation (39:23) - Life Lessons and Personal Growth (48:54) - Growth, Leadership, and Vision in Business (52:10) - Navigating Management and Entrepreneurship Challenges (56:47) - Action Academy Podcast and Community To learn more about Brian Luebben: Website: https://brianluebben.com/w2toworldtravel/ Podcast: The Action Academy | Millionaire Mentorship For Your Life And Business Instagram: https://www.instagram.com/brianluebben/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Do you have a stable & high-paying job but still have the urge to transition into a different career path? Unlock the secrets to transforming high-pressure discipline into entrepreneurial success as we sit down with Rich Somers, a master of both the skies and the real estate market. Our conversation takes you on an exhilarating journey from the tense realm of air traffic control to the strategic world of property investment and boutique hotels. Rich delves into how his past experiences with life-or-death decisions and clear communication have seamlessly transitioned into the skills necessary for thriving in the competitive terrain of real estate. Prepare to be inspired by tales of financial emancipation as Rich and I lay bare our personal odysseys towards property investment mastery. We unravel the mindset shift ignited by "Rich Dad Poor Dad" and share our gutsy moves into multifamily units, revealing the blueprint to trading a 9-to-5 for the autonomy of real estate. Our stories exemplify the profound effects of obsession and dedication, mapping out how anyone with resolute determination can navigate the leap from secure employment to the financial promise land. Join us for this episode as we chart the remarkable journey from guiding aircraft to guiding investments and the power of a supportive, high-caliber network. What we discuss: (06:53) Career Uncertainty and Unexpected Opportunities(08:59) Real Estate Investing Journey(13:28) Investing for the Future(19:01) Life-Changing Decisions and Renewed Energy(25:34) Real Estate Underwriting and Mastermind Growth To learn more about Rich Somers: Website: http://www.somerscapital.com/invest Podcast: The Rich Somers Report Instagram: @richsomers Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal
Ever wondered how someone leaps from the security of a salaried job into the thrill of owning a diverse business portfolio? Joe Wechsler, with his rich background in management consulting, sits down with me to share his captivating transition and the strategic maneuvers that catapulted him from a partner role into the world of business ownership. In our conversation, Joe pulls back the curtain on his decision to forgo the trending real estate investments for business acquisition and explains how he utilized his expertise to craft a career path ripe with financial rewards that surpass traditional employment benchmarks. We also delve into the complex world of negotiating business sales and the triumphs of strategic growth, as seen through Joe's experience with a custom metal fabrication business near Charlotte. Don't miss this opportunity to peek behind the curtain of business acquisition and perhaps, kindle your own entrepreneurial spark. Joe Wechsler is the CEO of VirtuAlly, a rapidly growing telehealth company, and the Managing Director at Blueline Ventures, a middle-market business acquisition company he founded in 2020. His experience includes large organizations and entrepreneurial settings, as well as leading and motivating worldwide teams and driving strategic initiatives at large scales. Joe is an accomplished advisory leader with experience in strategic planning, project management, organizational transformation, and M&A integration planning and management. What we discuss: (00:01) Business Portfolio Acquisition Strategy Discussions (16:17) Journey of Business Education and Acquisition (31:24) Navigating Business Sale Processes and Success (38:54) Business Acquisition Challenges and Opportunities (53:18) Blue Line Ventures Advisory Services Information To learn more about Joe Wechsler: Website: https://blvfund.com/ Linked In: https://www.linkedin.com/in/josephwechsler/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Are you your biggest obstacle? Often we can get on our own way by continually offering up excuses. In today's episode of the Life On Your Terms Podcast, I chat with Aaron Velki, who runs the company "Get Out of Your Own Way." Aaron shares his entrepreneurial journey which began by coaching youth soccer at a young age. He realized he wanted to pursue his passion of teaching and mentoring full-time, rather than waiting until retirement age. Aaron emphasizes the importance of aligning your goals and business with your core values and priorities in life. He cautions against chasing arbitrary revenue targets if it means sacrificing what truly matters to you. Their process helps entrepreneurs identify their ideal values, create a compelling vision for the future, and then develop actionable 6-month goals to make that vision a reality. We discuss key themes such as: not falling victim to limited beliefs, cutting out what doesn't serve you, delegating effectively, and designing your business/life congruently with your values. This conversation covers concepts like grit, failure as learning experiences, time management, and the power of pulling your future vision into the present through focused effort. Overall, it promotes self-awareness to shape your entrepreneurial journey in a more purposeful, values-driven manner. Aaron Velky is a transformational coach on a mission to help you solve your biggest problem: You. He works with entrepreneurs in pursuit of more, not living the life they know they are capable of. He's been through all the things that kept him from living the life he wanted: being his own worst enemy, believing his own excuses, and not having someone to hold him accountable to change. He's a truthful, gritty but authentic coach, fighting fearlessly no matter the size of the obstacle for those who have been silenced or have been told to shrink rather than go for their big, audacious dream. What we discuss: 0:00 Aaron's background and journey into entrepreneurship through coaching soccer. 2:14 Making his "retirement plan" his business by teaching what he learned. 5:26 Pursuing his passion for coaching soccer at a young age. 12:25 Starting the nonprofit Money Club to teach financial literacy. 16:54 Pivoting when Money Club and his book were disrupted by COVID-19. 19:54 Maintaining resilience during the challenging COVID period. 27:00 Calculations that gave him a safety net to leave W2 job at 27. 33:26 Being a perpetual learner to have more to teach. 41:00 Get Out of Your Own Way's process for client clarity and alignment. 58:00 Examples of clients achieving desired lifestyles by realigning priorities. 1:01:02 Importance of coaching to maximize potential and gain outside perspective. To learn more about Aaron Velky: Website: https://getoutofyourownway.coach/ Instagram: @aaronvelky Get Out Of Your Own Way Podcast Youtube: https://www.youtube.com/@aaronvelky Book: https://a.co/d/6FqYqrW Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Do you find yourself saying, “I just don't have the time?” more often than not? In today's episode of Life On Your Terms Podcast, I join Eric Nelson on The Real Estate Mindset Podcast and talk about my journey into real estate and having “no excuse” attitude towards work. We discuss great tips for finding time within your week, taking action, and not just burying yourself in research and learning. Our conversation offers guidance on starting a side hustle with just four hours each week and how it's often best to keep your W2 as long as you can. We discuss the importance of living below your means until you have plenty of reserves. We also dive into getting into short-term rentals, and double-checking offers - especially if they sound too good to be true. Jake Rosenthal hosts Life on Your Terms where you'll listen in on his conversations with top performers and multi-millionaires in real estate, business, health, and mindset. Jake became financially free at the age of 30 by launching his own business and investing in real estate among other assets — all enabling him to live each day on his own terms. He guides others to conquer what may feel like the impossible – to live a life of abundance, vitality, and financial freedom by embracing what you currently view to be unobtainable. What we discuss: (0:47) Jake's Background (8:22) Education is powerful (15:00) Getting into short term rentals (22:45) When to quit your W2 (27:00) Start your side hustle (31:31) Jake's Book Recommendations (34:20) Mistakes to learn from (37:00) Check your deals! (39:00) Jake's definition of success Find more from Eric Nelson Website: https://www.wildoakcapital.com/ Podcast: https://podcasts.apple.com/us/podcast/the-real-estate-mindset/id1560387078 Instagram: @wildoakcapital @ericnelsoncoaching Facebook: https://www.facebook.com/WildOakCapital Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
If you're searching for a business to acquire, or want to learn how to start, don't miss this opportunity to learn from someone who has successfully navigated the world of business acquisition! In this podcast episode, I talk with James Richardson, also known as the "Biz Buying Brit," about his experience in acquiring businesses and the lessons he has learned throughout his journey. James shares his background, transitioning from a music student to working in the consulting world at a Big 4 accounting firm. He describes his realization that he wanted to pursue business acquisition and the steps he took to make that a reality. The conversation covers various topics, including the importance of taking action, building relationships with sellers, and the criteria to consider when searching for a business to acquire. James recommends looking for businesses with around $2 million in revenue and avoiding paying more than a 4x multiple on EBITDA to ensure sufficient cash flow. We also discuss the critical role of due diligence in the acquisition process, which includes financial and legal diligence, as well as reviewing the seller's background and the company's history. James emphasizes the significance of building trust with sellers, as they often prioritize finding a buyer who will take care of their employees and carry on their legacy over getting the highest price. Overall, the episode provides valuable insights and actionable advice for aspiring business buyers, drawing from James Richardson's own experiences and the lessons he has learned along the way. What we discuss: (2:05) James' story of acquiring business (10:15) How James managed to acquire businesses while working a W2 (15:31) Business is not a passive investment (20:00) How to start searching to acquire a business (27:00) What James learned about buying multiple businesses within a year (29:39) Red flags to watch out for (32:03) Why you just need to take action (41:36) What EBITA and buying on multiples means (51:00) Why you need accountability (54:03) Where to find more from James Find more from James Richardson: Website: https://www.businessbuyingbrit.com/home-2-01688573907829 https://www.instagram.com/bizbuyingbrit/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal James Richardson is a British investor based in Nashville, Tennessee. He is an active small business investor and has a portfolio that does $15m in annual revenue and has over 45 employees.
Do you feel overwhelmed with all of the complicated strategies out there for building wealth? The good news - it's actually quite simple. In today's episode of the Life On Your Terms Podcast, I chat with Brian Tibbs about his story of getting started in real estate investing at age 19 by house hacking a duplex. He emphasizes the power of starting early, taking action, and letting time and compound growth work in your favor. We dive into Tibbs' "Hacker Method" which is an acronym for steps to build wealth like hacking your lifestyle, allocating budgets properly, treating investing seriously, pursuing exponential growth, and reviewing/reworking your strategy. He stresses simple but disciplined habits. Overall this conversation offers guidance on having a generous mindset, taking action now, and the benefits of investing vs saving. Brian Tibbs is a successful investor, financial coach, and retired missionary worker. He launched his company, The Unexpected Investor, with one singular goal: to help other people who also feel financially constrained transform themselves into wealthy, powerful, and generous investors. Now, in his brand new book, The HACKER Method, he's revealing his proven formula that anyone can use to start investing and living their dream life. Brian also holds a Bachelor's degree in Business Administration with an emphasis in Finance, is fluent in Spanish, and is conversational in Portuguese. What we discuss: (1:35) Tibbs' Unique story (6:30) House hacking (10:30) Selling his portfolio (15:00) The Hacker Method (20:00) A generous mindset (27:00) The importance of investing (37:00) It's never too late to start (45:00) Review what you're doing! (53:00) Continually pursue knowledge (55:00) What's next for Brian? Find more from Brian Tibbs Website: https://theunexpectedinvestor.com/ The Hacker Method: https://theunexpectedinvestor.com/the-hacker-method/ Instagram: https://www.instagram.com/unexpectedinvestor/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ | https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Are you wanting to get into real estate, but haven't taken the first step? In today's episode of the Life On Your Terms Podcast, I chat with Eric Nelson about taking action. If you've wanted to start your real estate journey, we go over the importance of starting your side hustle with any time that you have. We also discuss the power of owner financing, and how it is often one of the best deals you can make. Eric Nelson encourages newbies to attach work to any activity that they're already doing to help get them started. We also go over mentorship, the power of free meet-ups, as well as making sure you're educating yourself if you're working with investors. Overall, this episode offers guidance to those who are getting started in real estate and need specific action steps to take. Eric Nelson is the Founding Principal of Wild Oak Capital. He has been investing in real estate for over ten years. Eric and the Wild Oak team provide investment opportunities through multifamily syndication. As a co-owner of a civil engineering firm, Eric's range of skills suits the field of syndication and real estate on both the technical level and client relations side. Eric is also the host of The Real Estate Mindset podcast, where he discusses with industry leaders what it takes to be a successful investor based on continuous personal and professional growth. He credits his success in real estate to his work with mentors and coaches, as well as a “pay it forward” mindset. What we discuss: (2:08) How Eric got into real estate (10:00) Just ask the question (14:00) The power of owner financing (18:45) Meetup.com (21:00) Why you need a mentor (28:00) Wild Oak Capital (30:00) Low risk syndication (35:00) The market for vacation rentals (39:30) Book and Podcasts recommendations (43:00) It's okay to have “boring” deals (46:00) Don't be afraid to be selective (48:00) Giving back (52:00) Eric Nelson's coaching Find more from Eric Nelson Website: https://www.wildoakcapital.com/ Podcast: https://podcasts.apple.com/us/podcast/the-real-estate-mindset/id1560387078 Instagram: @wildoakcapital @ericnelsoncoaching Facebook: https://www.facebook.com/WildOakCapital Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Bitcoin offers unique features that traditional assets like gold or cash can't match, yet many are still nervous to invest in it. In today's episode of the Life On Your Terms Podcast, I chat with Dan Nunny about all things Bitcoin- what it is, the power it holds, as well as the cycles it runs through. You can send Bitcoin to anyone in the world, regardless of amount, without needing permission from a bank, government, or any other entity, so the independent power it has is a game-changer. We also discuss niching down to make more money, how inflation affects all assets except for Bitcoin, and being patient with the Bitcoin you have. Overall, this conversation offers guidance to anyone looking to get into the digital currency, or for those who need guidance on what to do with the Bitcoin they already have. Dan Nunney lives in Cleveland, Ohio with his wife and three kids. He is the founder and owner of Golf Cart Garage, an online business dedicated to selling golf cart parts with superior customer service. He is also the founder of Side By Side Garage and is a co-founder of The Long Game Fund, a crypto fund dedicated to investments in the cryptocurrency space. Dan is also a former attorney and has worked on Wall Street with a hedge firm, bringing him perspectives that few people possess. He attended Indiana University and received his law degree from Northern Illinois University. What we discuss: (1:00) The ups and downs of Bitcoin (3:50) Dan's Background in law and e-commerce (10:00) Riches are in the niches (13:30) Investing in Bitcoin (21:50) What is Bitcoin? (27:00) The power of Bitcoin (35:49) Inflation and the US dollar (45:00) Buying Bitcoin and being patient with selling (49:00) The Halving (57:30) Personal predictions (1:00:00) Short term vs Long term (1:04:00) Find more from Dan Nunny Find more from Dan Nunny Website: https://www.golfcartgarage.com Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal “The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.”
Want to prevent burnout, but don't know how to escape the “hustle culture”? Join me along with Greg Farricelli as we discuss the importance of getting priorities straight and escaping the hustle culture, while still running a successful and profitable business. We discuss how to maximize your profit by doubling down on your niche, rather than getting distracted with the minor work. Greg also shares his experience with short term rentals and the importance of doing detailed research before investing in any short term rental property. We also discuss how to manage properties while living in another city, so you can enjoy your lifestyle of freedom without being tied to one place. Overall, this episode offers guidance on ensuring you're avoiding burnout, taking care of your health, making good deals, and maximizing your time spent on your business. Greg Farricelli, creator of Stacked University, embraces a lifestyle of consolidating time and effort for maximum results. His focus is on real estate investing in all its forms, informed by his extensive experience. His company, Rhythm Development, delves into land development, raising money, private lending, and owning multifamily properties with Stacked Capital. At Stacked University, he teaches all the strategies of investing. His ultimate goal is for anyone in real estate to invest in their life, living each day with purpose and intention. What we discuss: (00:59) Rhythm Development's Background (7:00) The 80/20 Principle - Double down on your niche (12:00) The current market cycle (15:00) Short term rentals (27:50) Medium term rentals (29:30) Do you need to live where your business is? (34:00) The importance of outsourcing (43:00) Morning routines? (47:30) Find more about Stacked University & Greg Farricelli Find more from Greg Farricelli: Website: https://rhythmhd.com/ https://gregfrealestate.com/ Instagram: @rhythmdevelopment @gregfarricielli Facebook: https://www.facebook.com/gregfarricielli/ Email: Greg@rhythmhd.com Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
If you want a lifestyle that allows you true freedom - with money, location, and time - you have to create money that works while you don't. It sounds tough – but it's possible with a few mindset and business tips which we dive deep into in this episode of Life On Your Terms with AJ Mida. AJ also shares his journey getting into EXP Realty and how pushing through defeat (because as you all know, deals fall through sometimes) is the key to success. We also discuss a no excuse attitude, how it can propel you forward and how it will lead you to building the life you want. Overall, creating a free lifestyle is possible when you put in the work and invest in yourself. Listen in as we discuss exactly how Mida did this for himself. AJ Mida, at age 26, earned his real estate license and, by age 31, had achieved financial freedom through real estate. He is now the leader of a team of over 6,000 agents around the world. He is the founder of Game Changers Nation where he coaches thousands of agents every week on how to make more money and work fewer hours, eventually creating a life of financial freedom. What we discuss: (00:40) AJ and his upbringing with money (8:10) EXP - real estate brokerage (11:10) Dealing with defeat (13:30) hiring a coach vs free mentor (19:00) have a no excuse attitude (25:00) The transition to EXP (30:00) Vision Sheets (35:00) Recruiting agents for EXP (42:00) True freedom and lifestyle design (48:15) Find more from AJ Mida Find more from AJ Mida: Youtube: https://www.youtube.com/c/AJMida Instagram: @ajmida Facebook: https://www.facebook.com/ajmidapage/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal
Finding the right partner is crucial. Listen in to learn how to identify a compatible partner who shares your vision for the company's future and aligns with your financial goals. In this episode of Life On Your Terms, I talk with Pat Flynn where we dive into the world of business partnerships. We'll also discuss the importance of clear communication, avoiding mixed messages, and ensuring complementary skills and work styles to create a smooth workflow. Pat highlights the importance of avoiding situations where partners go to different people for answers, as this can create frustration and inefficiency. Ideally, partners should possess complementary skills and work styles. This can help ensure well-rounded decision-making and a smoother workflow. Pat Flynn is the Founder and President of Flight Builders, a construction company building affordable housing in Northeast FL. Pat is the former President of Yellowbird, a real estate investment company, brokerage, and lender that bought and sold over 400 houses annually as well as owned and operated a 300 home rental portfolio. What we discuss: 06:07 - Moving to Florida and Getting into Real Estate 09:22 - Making a Change in Environment 18:42 - Growing too fast and the importance of sustainable growth 21:54 - Considerations for Partnerships 28:09 - Putting People in Roles Where They Thrive 34:30 - The Power of Focusing on Yourself 47:03 - The Importance of Taking Action and Iterating Find more from Pat Flynn: Instagram: https://www.instagram.com/patflynnstf/ Facebook: https://www.facebook.com/pat.flynn.18/ Website: https://www.pat-flynn.com/ LinkedIn: https://www.linkedin.com/in/patrick-flynn-flightbuilders/ Podcast: Secret To Flight With Pat Flynn Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal ======================================================================
The importance of prioritizing foundational health practices like sleep and nutrition, often neglected in favor of quick fixes and trendy solutions. In this episode of Life On Your Terms, I talk with Ryan Kennedy where he emphasizes the importance of focusing on fundamentals like sleep, nutrition, and sunlight, which are often overlooked in today's world. He highlights the mistake of prioritizing the "sexy new thing" over foundational health practices and emphasizes the long-term consequences of neglecting these fundamentals. He recommends prioritizing sleep as the most crucial element for optimal health and performance. Ryan is functional Medicine Practitioner and Board-Certified Clinical Nutritionist, Ryan takes a holistic approach to helping his patients improve their health by utilizing results-based natural therapies. Unlike addressing symptoms like conventional medicine, Ryan uses natural approaches to address the root cause and enhance your body's ability to heal. He implements nutritional and lifestyle interventions to correct underlying imbalances in the body and help you in every aspect of your health. What we discuss: 03:33 - The Importance of Health and Alignment 10:52 - The Importance of Health and Quality of Life 21:45 - The Power of Breath Work for Transformation 25:40 - The Power of Incremental Changes 29:04 - The Value of Delivering Results in Less Time 32:34 - The Importance of Believing in Your Ability to Help 35:58 - Experience is the Best Teacher 39:20 - The Importance of Taking Action and Surrounding Yourself with a Mastermind 53:26 - Analyzing Property Investments and Returns Find more from Ryan Kennedy: Instagram: https://www.instagram.com/ryanckennedy/ YouTube: https://www.youtube.com/channel/UC4rENCDX0tZmfGi9_lL00JQ TikTok: https://www.tiktok.com/@ryankennedyhealth Website: https://ryankennedyhealth.com Podcast: The Ryan Kennedy Show Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ TikTok: https://www.tiktok.com/@jake.r.rosenthal Instagram: https://www.instagram.com/jake.r.rosenthal/ YouTube: https://www.youtube.com/@Jake.Rosenthal Podcast: Life On Your Terms with Jake Rosenthal ======================================================================
Have you struggled with seeing consistent progress in your real estate goals? You might be putting your energy towards the wrong goal. In this Life On Your Terms episode, I talk with Bryan McFarland about the power of emotional value and building a good life force. Bryan is a firm believer in working on health first, as it will catapult your success in all other areas of life. If you're not first working on your health, you will not have the energy or confidence to tackle the other business or real estate goals. Overall, this episode offers guidance on putting your energy where it counts most, to then boost progress in business. We offer tips on adding a personal touch to deals, setting specific KPIs, and the importance of thinking for yourself. Bryan McFarland is a 4x Entrepreneur, Ultrarunner, and family man who leads a plant based life. Along with his wife, Bryan works with others on health, fitness, and productivity with their 3x5 Life business. Bryan is a man of strong family values, and it shows in all areas of his life. What we discuss: (02:45) Curating Your Lifestyle (5:45) JDM - the family business (10:00) The importance of KPIs (13:00) Getting into Air BnB properties (20:30) Short Term Rental Markets (28:30) The Shift from STRs to LPs (33:36) Family Values - live an interesting life (39:45) The importance of health & self love (44:45) Find More from Bryan McFarland Find more from Bryan McFarland: Instagram: @3x5_life Website: https://www.3x5life.com/ Podcast: https://podcasts.apple.com/us/podcast/3x5-life-podcast-purpose-driven-productivity/id1560875012 Youtube: https://www.youtube.com/channel/UCDcyzVoCwOTadnVAsoWvVrQ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ Instagram: @jake.r.rosenthal jake@purelegacies.com ======================================================================
There are definitely risks that come with investing your capital into real estate, but there are also massive returns. If you're considering investing, but don't want to make a wrong move, this episode is for you. In this episode of Life On Your Terms, I talk with Phil Moeller of Moeller Real Estate about his journey into the real estate world, and how he was able to change his family's life. By investing in real estate, Phil retired his wife so that she had more time with the kids. We also discuss investing strategies, quitting your W2, leverage appreciation, and using your own capital versus using other's money. Overall, this episode offers guidance on taking action, investing in profitable real estate, and the importance of health and wellness in business. Phil Moeller has been investing in real estate since 2013 having acquired and managed over 430 units with 40+ transactions of single-family, multi-family, and commercial properties. Phil's mission is to build a company that helps others succeed in real estate investing to enable time and financial independence, allowing them to focus on their passion. What we discuss: (01:25) Phil Moeller's Backstory - How He Got Into Real Estate (7:50) Phil's First Deal - Almost Lost It Over $1000 (14:00) Leverage Appreciation (17:00) Why Residential to Commercial (20:00) Working a W2 and a side hustle (29:00) Funding Your Own Deal vs Using Other's Money (40:00) The Future Goals for Moeller (43:30) Health and Wellness and Business (48:40) Where To Find More From Phil Moeller Find more from Phil Moeller: Instagram: @moellerrealestate Website: https://www.moellerre.com/ Email: phil@moellerre.com Podcast: The Moeller Real Estate & Business Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ Instagram: @jake.r.rosenthal jake@purelegacies.com ======================================================================
Interested in investing in Real Estate, but not sure where you want to start? In this episode of Life On Your Terms, I talk with Christian Ballow, a real estate broker in San Diego, about his profitable work with ADUs. ADUs can seem risky, but Christian Ballow has turned it into a focused niche for himself. We discuss the process, the setbacks, and what Christian has learned during his time working in real estate, as well as investing in his group - Momentum Capital Group. Overall, this episode offers guidance on taking action, investing in profitable real estate, and the importance of outsourcing to save time. Christain has been a licensed California real estate agent since 2017. He specializes in providing clients with the knowledge, negotiation power, and data driven solutions for buyers, sellers, and investors in San Diego County. Christian's hands-on approach, attention to detail, and emphasis on excellent communication has resulted in the majority of his client base coming from satisfied customer referrals. His approach allows every client to have the support and knowledge needed in their real estate journey. What we discuss: (01:00) Christian Ballow & Momentum Capitol Group (2:40) Solving the housing crisis in San Diego (4:45) Different ADU options (6:25) Starting down the profitable ADU path (12:27) Why Invest with Christian Ballow (18:30) The Mindset behind ADUs (21:00) Outsourcing (23:50) Where Momentum Capitol Group Is Headed Find more from Christian Ballow: Instagram: @christianballow or @mmtmgrp Email: christian@mmtmgrp.com Youtube: https://www.youtube.com/@Momentum_Capital_Group Website: https://www.christianballow.com/ Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ Instagram: @jake.r.rosenthal jake@purelegacies.com ======================================================================
Have you struggled to see success in growing an abundant life? Passive income, and leaving the W2 life is possible, it just takes knowledge and work. In this episode of Life On Your Terms, I dive into my favorite unconventional success principles that have guided me to the life I live today. This conversation offers guidance through masterminds, the importance of thinking for yourself, doing things one step at a time, and expanding your goals. I even go over my #1 tip which entails taking care of yourself first. Overall, these principles offer guidance on how to focus on building your business without becoming overwhelmed by all the knowledge out there. Jake is an active real estate investor and entrepreneur owning a portfolio of real estate in 4 different markets. Before founding Pure Legacies, Jake spent 8-years as a sales executive and sales leader at top technology companies. During that time he was part of 2 of the biggest IPOs in tech history. A graduate of Northeastern University, Jake is passionate about building wealth for his and investors through commercial real estate. What we discuss: (00:50) The importance of masterminds (5:45) The importance of thinking for yourself (9:30) Do things one step at a time (11:30) Life is short! Don't live with regret (take massive action) (15:00) Put in the work early on (19:10) Expanding goals (go for the bigger goals) (22:12) The importance of taking care of your body & mind (23:50) Connect with others (27:00) Find more from Jake Find more from Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ Instagram: @jake.r.rosenthal jake@purelegacies.com ======================================================================
Are you looking to get into real estate but don't know where to start? In this episode of Life On Your Terms, I am actually interviewed by Christian Ballow about how I first got into real estate, doing my first deal, house hacking, and the mindset I needed to do it all. We also discuss why it's so important to take action, why house hacking is so powerful, and how mindset can get you to where you want to be. Lastly, we dive into the power of networking and mentors and how it can make or break your real estate journey. I'm an active real estate investor and entrepreneur owning a portfolio of real estate in 4 different markets. Before founding Pure Legacies, I spent 8-years as a sales executive and sales leader at top technology companies. During that time, I was part of two of the biggest IPO's in tech history. A graduate of Northeastern University, I am passionate about building wealth for myself and investors through commercial real estate. What we discuss: (00:30) Jake's story (3:39) How to house hack (6:20) The importance of cost cutting (8:30) Living in a house hack (11:00) Why PMI is short lived(14:53) Short term rentals: Good or bad? (17:30) How to actually level up your confidence (20:05) Why you need to network to be successful (33:00) Getting into boutique hotels (40:00) Tax benefits for investors (51:00) How to pitch to investors To learn more about Jake Rosenthal: Website: https://www.purelegacies.com/ https://www.jrvacations.com/ Instagram: @jake.r.rosenthal jake@purelegacies.com To learn more about Christian Ballow: https://www.christianballow.com/ Instagram: @christianballow ======================================================================