Podcasts about investment counselor

When should you stick with a buy-and-hold strategy—and when is it smarter to sell and rebalance your portfolio? In this episode, we dive into the art of portfolio rebalancing, featuring insights from our expert Dallas property team leader, who manages a $40 million real estate portfolio. Learn how strategic selling and using a 1031 exchange can help you defer taxes and boost long-term returns. Plus, get a closer look at the Dallas real estate market and discover how to take advantage of new opportunities as a RealWealth member. Don't miss this essential episode for real estate investors ready to grow smarter! Listener Note: This is a rerun episode, originally published in 2024, information may have shifted since the original airdate.  LINKS: JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1049 BOOK A CALL with an INVESTMENT COUNSELOR https://realwealth.com/account/schedule-a-strategy-session/  FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Webinars: https://realwealth.com/webinars/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart TOPICS DISCUSSED 02:28 Intro 05:15 Current Investments 11:10 Should You Pay Off Your Primary? 19:02 Growth in The Suburbs 24:19 Future of DFW

Singapore shares rose today to track regional gains. The Straits Times Index was up 0.97% at 3,896.87 points at about 2pm (2.03pm), with a value turnover of S$759.89M in the broader market. In terms of companies to watch, we have Sembcorp Industries, after the company responded to a Bloomberg report, which said Sembcorp could be considering going private or selling assets as part of its strategic review of its business. Elsewhere, from a surge in Chinese tech firms today, to what to look out for at Nvidia’s annual developers conference held in San Jose – more international and corporate headlines remain in focus. Also on deck – US retail sales rising less than expected in February and what that means for Wall Street investors. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Audrey Ho, Investment Counselor, Citigold Private Client, Citibank Singapore.See omnystudio.com/listener for privacy information.

The real estate sector saw notable movements as several REITs and property companies reported weaker rental income and lower distributions, signalling a shift in the local market. Also, President Donald Trump’s protectionist trade measures, including tariffs on semiconductors, autos, and pharmaceuticals, are raising concerns about disruptions to global supply chains. His crackdown on Chinese investments, particularly in tech, is also putting pressure on markets, especially in export-heavy Asian economies. On Market View on Money Matters, Alexandra Parada speaks to Carl Ashton, Investment Counselor, Citi Private Bank, to discuss more.See omnystudio.com/listener for privacy information.

How do you go from serving as an air force nurse to building a thriving real estate portfolio? In this episode of The Real Wealth Show, we're thrilled to introduce our newest Investment Counselor, Stacey Stegenga, who did just that! Stacey shares her incredible journey from military service to real estate investing, including how she overcame analysis paralysis to buy her first rental property, scaled her portfolio with duplexes, and navigated the challenges of Florida's rising property taxes, soaring insurance rates, and hurricane risks. If you've been hesitant to start investing or worried about market risks, this episode is packed with real-world advice to help you take action and build wealth through real estate. LINKS: ~~~~ JOIN RealWealth® FOR FREE  https://tinyurl.com/joinrws1039 ~~~~ FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://tinyurl.com/RWSsubscribe Real Estate News: Real Estate Investing Podcast: https://tinyurl.com/RENsubscribe ~~~~ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart ~~~~ FREE RealWealth® EDUCATION & TOOLS RealWealth market reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth webinars: https://realwealth.com/thursday-webinars/ RealWealth videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ ~~~~ MORE INFORMATION RealWealth stories: https://realwealth.com/stories/ Become a RealWealth property team: https://realwealth.com/new-team/ Check out our syndications at: https://realwealth.com/syndications/    

The AI revolution is well under way. And two companies are leading it – DeepSeek and Nvidia. But with Deepseek coming in as a new player - does this end the AI arms race? Is it worth investing in AI related stocks? Is there more idiosyncratic risk in US mega caps than some investors seem to understand? On Wealth Tracker, Hongbin Jeong speaks to Desmond Chua, Investment Counselor, Citigold Private Client, Citibank Singapore, to find out more.See omnystudio.com/listener for privacy information.

Singapore shares started trading in positive territory today, ahead of a shortened session due to the Chinese New Year holidays. In early trade, the Straits Times Index (STI) was up 0.8 per cent at 3,827.76 points after 30.8 million securities changed hands in the broader market. In terms of companies to watch, we have DBS after the bank announced yesterday that it acquired an additional stake in Shenzhen Rural Commercial Bank, increasing its stake from 16.7 per cent to 19.4 per cent. Elsewhere, from how Nvidia lost nearly US$600 billion in market value overnight after the rise in Chinese AI firm DeepSeek caused a meltdown in US tech counters, to the impact of DeepSeek on Singapore’s data centre Reits, more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Desmond Chua, Investment Counselor, Citigold Private Client, Citibank Singapore.See omnystudio.com/listener for privacy information.

“Reflexivity” theory suggests that investors base their decisions on perceptions and expectations that can be off the mark from reality. But there are portfolio dangers when the dichotomy between expectations and reality becomes extreme. So how is reflexivity playing in markets right now? How are high expectations of growth in markets affecting investors' portfolios? On Wealth Tracker, Hongbin Jeong speaks to Desmond Chua, Investment Counselor, Citigold Private Client, Citibank Singapore, to find out more.See omnystudio.com/listener for privacy information.

Singapore shares opened muted today following weak trade figures from China and ahead of key inflation data in the US. In early trade, the Straits Times Index (STI) inched up 0.16 point to 3,813.71 points after 46.8 million securities changed hands in the broader market. In terms of companies to watch for today, we have Aims Apac Reit, because the industrial and logistics real estate investment trust (Reit) is divesting its warehouse at 3 Toh Tuck Link for S$24.4 million. Elsewhere, from more on how China is gearing up for a possible trade war with the US next year, to what a major breakthrough in quantum computing by Google means for the global tech industry – more international and corporate headlines remain in focus. Also on deck – one last look at US inflation before official numbers for November come in later in the day. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares began trading lower today, extending global equity market declines overnight. In early trade, the Straits Times Index (STI) fell 0.7 per cent to 3,687.17 points after 47.8 million securities changed hands in the broader market. In terms of companies to watch for today, we have Singtel. The telecommunications operator's net profit for the first half ended September fell 42.4 per cent year on year to S$1.23 billion, in the absence of a S$1.2 billion exceptional gain booked in the same period a year prior.  Elsewhere, from US President-elect Donald Trump naming Tesla's Elon Musk to a role aimed at creating a more efficient government, to how Asian markets are reacting to uncertainties surrounding another Trump presidency – more international headlines remain in focus. On Market View, Money Matters' finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares began the day trading in negative territory, extending overnight losses in markets abroad. In early trade, the Straits Times Index (STI) was down 0.5 per cent at 3,596.62 points after 57 million securities changed hands in the broader market.  In terms of companies to watch, we have Seatrium, after the offshore and marine specialist said it secured S$100 million worth of contracts for repairs and upgrades set to be completed by the first quarter of 2025.  Elsewhere, from comments by top Federal Reserve officials suggesting they would like to see a slower pace of rate cuts, to expectations ahead of earnings out this week, more international and corporate headlines are in focus today. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Audrey Ho, Investment Counselor, Citigold Private Client, Citibank Singapore.See omnystudio.com/listener for privacy information.

Singapore stocks began the day trading in the green, mirroring overnight gains in overseas markets.  In early trade, the Straits Times Index (STI) rose 0.6 per cent to 3,618.49 points after 22.3 million securities changed hands in the broader market.  In terms of companies to watch for today, we have Dyna-Mac, after Hanwha Ocean SG revised its final offer price to S$0.67 per share for all the issued ordinary shares of offshore oil-and-gas contractor Dyna-Mac. Elsewhere, from Nvidia's record close in the previous session, to how Chinese banks are reportedly said to trim rates on 300 trillion yuan (S$55 trillion) of deposits as soon as this week – more corporate and international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore shares started trading in negative territory today, tracking overnight losses in global markets. The Straits Times Index (STI) opened 1.7 per cent lower at 3,422.71 points after 50.9 million securities changed hands in the broader market. In terms of companies to watch for today, we have CapitaLand Integrated Commercial Trust. The trust will issue 171.7 million new units at an issue price of S$2.04 apiece. Elsewhere from the global tech rout we saw overnight with Nvidia shedding nearly US$280 billion in value to Singapore Airlines inspecting some engines in its A350-900 planes as a precaution after Cathay Pacific Airways identified an engine component failure on one of its flights – we've got more international and corporate headlines remain in focus.  On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore stocks extended the previous day's rally to open higher today, following a mixed overnight performance in global markets. In early trade, the Straits Times Index (STI) gained 0.3 per cent to 3,434.74 points after 32.4 million securities changed hands in the broader market.  In terms of companies to watch for today, we have Yoma Strategic, after the Myanmar-focused company today clarified that no charges have been filed against its executive chairman Serge Pun.  Elsewhere, from Sats restructuring its gateway services business to Beijing's stance on robotaxis and the country's inflation numbers – more corporate and international headlines remain in focus. Also on deck – Tesla and Cathie Wood. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

Singapore stocks started the day on a softer note, after US markets closed overnight mixed. In early trade, the Straits Times Index (STI) dipped 0.1 per cent to 3,326.72 points after 51.2 million securities changed hands in the broader market. In terms of companies to watch for today, we have Singtel.  That's after two sources with knowledge of the matter told Reuters that the telco is part of a consortium poised as a frontrunner to buy a minority stake worth US$1 billion in STT Telemedia Global Data Centre (STT GDC), one of Asia's biggest data centre providers. Elsewhere from Vietnam's inflation hitting an 11-month high to Apple opening its first retail location in Malaysia next month, more international and corporate headlines remain in focus.  On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Carl Ashton, Investment Counselor, Citi Private Bank.See omnystudio.com/listener for privacy information.

This Flashback Friday is from episode 892, published last Oct 4, 2017. Jason welcomes client, Clay Slocum to the show. Clay is a millennial who currently has four properties in his real estate portfolio. Before buying his first property, Clay worked diligently with his Investment Counselor, and a Local Market Specialist to play around with the numbers and he discovered his initial investment could grow exponentially. Clay shares his insights on the power of compounding interest, asset protection, and the Memphis market. Key Takeaways: 01:23 Jason comments on the Las Vegas terrorist attack. 09:56 Compound interest can be a powerful tool against inflation. 15:38 Engineers take an analytical approach to investing. 17:48 After 18 years, $100,000 grow to 14 million. 25:09 Jason explains a Deferred Sales Trust. 29:05 If you are on the fence about investing talk with an investment counselor. 39:59 Asset Protection is a complicated subject you should speak with a lawyer about. 49:24 Resources for tax help. Mentioned in This Episode: Jason Hartman Meet the Masters of Income Property Event Real Estate Tools - Property Tracker Software Venture Alliance Mastermind Compound Interest Calculator     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Jason and his investment counselor Carrie address a range of investment strategies and market trends, providing insights into the benefits and drawbacks of various options, such as home warranties, short-term and long-term rentals, and cryptocurrencies. They also emphasized the advantages of residential properties over commercial ones and recommended a hybrid self-management plan for property owners. Furthermore, they introduced the resources available to Empowered Investor Pro members, including access to past Zoom Meetings and a community software. The pair also discussed potential issues with triple net leases and advised clients to seek professional advice.     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling LLC. Michael discusses: -How self-awareness can lead to better financial decisions -Advantages of short-term problems for long-term investors -How to talk to clients about market volatility -Tips to overcome investment anxiety

Jason discusses the state of the American economy in relation to Thanksgiving. He highlighted the strength of the labor market, with the employment rate being high and wages rising, a trend that he predicted would continue. Jason also pointed out the surge in productivity, attributing it to the advent of artificial intelligence.  Then Jason and investment counselor Carrie address a range of investment strategies and market trends, providing insights into the benefits and drawbacks of various options, such as home warranties, short-term and long-term rentals, and cryptocurrencies. They also emphasized the advantages of residential properties over commercial ones and recommended a hybrid self-management plan for property owners. Furthermore, they introduced the resources available to Empowered Investor Pro members, including access to past Zoom Meetings and a community software. The pair also discussed potential issues with triple net leases and advised clients to seek professional advice.   Key Takeaways: Jason's editorial 1:34 Things to be grateful for 10:13 Save the date: December 5 is our Empowered Investor Pro meeting 11:34 Sign up for our newsletter and be informed of our upcoming Black Friday/ Cyber Monday sale Q & A with investment counselor Carrie 12:26 Webinars and much more when you join the Empowered Investor Pro community 14:17 American Home Shield Home insurance 17:46 Short vs. Long term rentals 24:42 Fear that housing prices will drop 32:04 Pros and cons of triple net listings 37:20 Just buy the more expensive property in the first place 38:57 "Self- sabotage" and the Hybrid approach to managing your property     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Today's Flashback Friday is from episode 738 published last October 13, 2016. Investment Counselor, Sara is back on the show. She joins Jason to discuss her three new properties in Memphis, how a client beat her to the punch on other properties she was interested in and just how competitive the market is right now. And in the client case study, Dr. David D'Ambrosio shares his experiences with the 1031 Exchange on properties in the Orlando and Indianapolis markets. He shares his opinions on why more high-tax bracket professionals are not investing in real estate and he asks Jason about what his next steps should be? The beautiful thing about real estate is you can acquire an asset, get your money back out and still own and control the asset. Plus, you pay no taxes on the money you extract.   Key Takeaways: 2:25 Sara just closed on three properties in Memphis and she wears PJ's to bed.    6:29 Rate locks - Should you let it float or lock it in? 9:41 Commodities that make up a house are copper wire, glass, steel, petroleum products are independent of any currency. 13:19 Is the Creating Wealth show the Fox News of real estate? One listener thinks so.   Dr. David D'Ambrosio Client Case Study: 18:00 Dr. David D'Ambrosio is Radiation Oncologist living the American Dream. He has always had an interest in real estate. 20:18 Dr. David recently did a 1031 Exchange and then purchased four properties in Orlando. 22:00 There are two ways to diversify a real estate portfolio. One is location and the other is through cash flow and appreciation. 23:51 The 1031 Exchange allows for only 45 days for identifying properties but up to six months to close. 26:34 It's frustrating more people, doctors in particular, aren't investing in real estate. It's an absolute no-brainer.   32:42 Local community banks will provide financing to investors after they reach their traditional property limit. 38:50 Is it feasible to do a cash out refinance if you can get a sizable amount of cash? 40:53 The deferred down payment option offered a nine-year break even point. 43:51 Equity stripping is pulling the money out of a property, having control of the cash and still own the property.   Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Hartman Education   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

We are excited to announce two new markets for rental properties and an investment loan that you may be able to get for under 5%! RealWealth helps investors find and purchase properties in 16 markets that offer a variety of residential rental properties including single-family rentals, short-term rentals, and small multi-families that are both rehabbed and new. In this episode, you'll hear from the Director of our Real Wealth Realty, Leah Collich. She will share what she's doing as an investor and what she's seeing many of our RealWealth members doing. You'll also hear about our property tours and how that can help you make a decision on where and what to buy.  Leah began investing in real estate in 2010 and became a RealWealth member in 2017 in order to expand her portfolio into five new markets while living overseas. While she enjoys the creative outlet of flipping, she strongly believes buy-and-hold investing is the path to real wealth. As an Investment Counselor, Leah is passionate about discussing real estate investment strategies that create a clear path to real wealth and helping our members realize that retirement might not be as far away as they think. If you'd like to look at sample properties and get details on upcoming tours, please log into RealWealth or click the Join for Free button if you haven't become a member yet. Members also have access to our experienced investment counselors, including Leah, and a list of recommended real estate professionals for things like deal analysis, investment loans, asset protection, legal services, accounting, self-directed investing, and 1031 exchanges. As always, please be sure you are subscribed to our podcast, and if you haven't yet, leave us a review!  Thank you for joining me on the Real Wealth Show! Kathy Fettke

The Empowered Investor LIVE summit is upon us! In just 2 days, income property professionals from around the world converge on Scottsdale, Arizona! Tax professionals, asset protection and 1031 exchange experts, lenders, investment counselors and more plus a host of investors gather to join a community and share knowledge as they build up one another's portfolio. So do NOT miss this event! Join us in Scottsdale Arizona, January 27 - 29, 2023. Go to EmpoweredInvestor.com/LIVE and get your tickets NOW! And don't forget- you are invited to a western Caribbean cruise with Jason and his team! Get one on one coaching with Jason while taking a vacation from March 4 to 9. Go to EmpoweredInvestor.com/CRUISE and get your tickets today! Welcome one of Jason's senior investment counselors. Sara, a CA licensed agent, met Jason Hartman and attended her first Creating Wealth Seminar, in May 2007. Sara realized that working with him would be a perfect fit and joined the team as the National Rental Coordinator. She has successfully assisted many clients with getting their properties leased. Sara is now a Sr. Investment Counselor. “I feel extremely blessed to be a part of such an amazing team of highly qualified and experienced individuals.” Initially, Sara's main objective was to put her family's equity to work, so she worked closely with her team and purchased her first investment property at the young age of twenty-four. Sara is now planning her next strategic move in creating her mini-real estate empire. She would like to help her client's achieve success and financial freedom through real estate investing, while executing the same strategies herself. “I truly believe real estate is the superior investment vehicle! If I can do it, you can too!” If you are ready to put your money to work, please call Sara today at 714-820-4234. Specialties: Nationwide Income Property Investing. Key Takeaways: Jason's editorial 1:21 Welcome Senior Investment Counselor Sara 1:44 Housing inventory falls under 1M again as sales collapse 3:43 Number of consumers with New foreclosures and bankruptcies  7:35 Homelessness, scarcity and overpopulation 11:18 An overview of my Japan trip 12:28 The lack of sellers is also a demand problem 14:02 Altos: latest data shows surprising home price strength 15:03 Price reductions fall 16:06 Last chance to buy your tickets to the Empowered Investor LIVE conference TODAY! 16:50 Book a few days for some cruising and coaching! Get your tickets to a Western Caribbean vacation with one on one coaching with Jason! EmpoweredInvestor.com/cruise Sara's interview 17:32 Welcome investment counselor Sara 18:30 Ear to the ground; how clients/investor are reacting to the market 21:56 Money doesn't sleep 24:30 Purchasing power is going down, rents are going up with inflation 26:17 Sara's favorite markets right now 28:28 What about the older markets 30:04 'Rehabs' and the rent-to-value (RTV) ratio 31:58 Expectations of a market that no longer exists 33:05 The one percent RTV, old properties vs. new and the labor shortages 36:12 All you have to do is outrun the other guy- not the bear 38:45 Talk to your investment counselor about your plans for the future 42:24 Come to the Empowered Investor Live conference! Building bonds with our local market specialists 43:55 Join the Empowered Investor Pro community   Quotables: "Life is on-the-job training." - Jason Hartman "Investors always invest!" - Investment counselor Sara "Money doesn't sleep" - Jason Hartman   Mentioned: Neil Bawa The Bet: Paul Ehrlich, Julian Simon, and Our Gamble over Earth's Future Thomas Robert Malthus Elon Musk   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Are you ready to take control of your financial future? Attend our Empowered Investor LIVE conference and learn from industry experts how to invest with confidence. This exciting event brings together top investment professionals, financial advisors, and our own team of Investment Counselors who share their insights and strategies for building and growing wealth. Whether you're a seasoned investor or just starting out, Empowered Investor LIVE has something for everyone! You can also join our Members-Only Cruise of the Western Caribbean from March 4 to 9! Membership has its privileges! Join Jason and our team of Investment Counselors along with your fellow Empowered Investor Pro members on this 5-night cruise of the Western Caribbean! Our cruise begins in Miami with ports of call including Cozumel and Puerto Costa Maya Mexico. Your fee includes a 1-on-1 Coaching Session at sea with Jason which is valued at $1,000! Your fee also includes one balcony room and all gratuities. Book your passage today as prices are always subject to change as our departure date approaches! Contact your Investment Counselor if you have any questions or reach us via email here: Support@RealEstateTools.com Today's Flashback Friday is from episode 290 published last December 21, 2012. The study of aging has always been fascinating, and in today's society, we have found ways to look and feel younger.  Is it possible that science has evolved to the point that in the very near future we will all live longer, healthier lives?  Jason Hartman's guest, Sonia Arrison, says yes.   Advances in gene therapy, stem cell research and personalized medicine means that the human lifespan is ever increasing. Sonia wants to make people aware that we need to push for longevity.  Sonia Arrison is the author of 100+, How the Coming Age of Longevity Will Change Everything from Careers and Relationships to Family and Health. She addresses diseases that increase aging, making the distinction between lifespan and healthspan and explains different studies, including observing how various conditions affect human genomes.  She also talks about the engineering of new body parts from stem cells, spray-on skin used by the military, and more.   Sonia and Jason discuss the effects of healthy longevity on relationships, such as having a bigger generational impact on families, and the economic impact. Sonia Arrison is a bestselling author and technology analyst who has studied the impact of new technologies on society for more than a decade. Her book is a national bestseller and has been featured in top media outlets such as the Wall Street Journal, The Economist, MSNBC, Bloomberg News, Fox News, CBS, and the Today Show.   As a founder, academic advisor, and trustee at Singularity University, she is focused on exponentially growing technologies and their impact on society.  She is a columnist for TechNewsWorld and was formerly director of the Technology Studies department at the Pacific Research Institute (PRI) in San Francisco.    Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Why are home prices surging? I've got 10 big reasons and break down every one. Some reasons are not obvious. America's residential loan-to-value ratio is just 31%.  Interest-only loans are my favorite loan type. You don't need to make any principal payments. Most people think interest-only loans awful. I explain why they're often so advantageous.  You meet GRE's Investment Counselor, Naresh Vissa. For off market property, e-mail him at naresh@getricheducation.com. Naresh's service is free to you. He guides you through the purchase process. He owns 8 properties in 4 states himself.  Contact Naresh. GRE has 50+ properties available today - SFR up to 5-plex, LTR, STR, and more. Resources mentioned: Show Notes: www.GetRichEducation.com/392 E-mail GRE's Naresh Vissa for off-market property: naresh@getricheducation.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 877-74-RIDGE JWB's available Florida income property: CashFlowAndGrowth.com To learn more about eQRPs: text “GRE” to 307-213-3475 or: eQRP.co By texting “GRE” to 307-213-3475 and opting in, you will receive periodic marketing messages from eQRP Co. Message & data rates may apply. Reply “STOP” to cancel. Make passive income with apartment and other syndications: www.B2Rdirect.com Best Financial Education: GetRichEducation.com Get our free, wealth-building “Don't Quit Your Daydream Letter”: www.GetRichEducation.com/Letter Top Properties & Providers: GREmarketplace.com Follow us on Instagram: @getricheducation Keith's personal Instagram: @keithweinhold

What will happen and what does it mean; the lowest interest rates in history? Jason is joined today by investment counselor, Sara, to discuss some new properties and their benefits. The two discuss the real estate market that has been trending upwards, causing few to want to wait. Don't try and time the market. Instead, focus on understanding the income property strategy. Save the date, Meet the Masters 2020 is set for beautiful San Diego, May 2nd and 3rd. Do you have what it takes to be a successful investor? Don't forget to check into the Jason Hartman Blogcast. Key Takeaways: [2:35] The lowest interest rates in history? [8:00] The real estate market has been trending upwards, why wait?  [13:00] In the Dayton market, $119k [19:10] Meet The Masters 2020 in beautiful, San Diego [21:10] Do you have what it takes to be a successful investor? [22:20] What's your willingness to learn? Websites: www.JasonHartman.com Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) Jason Hartman's Blogcast    

In today's episode, Jason questions California's proposal to use its eminent domain power to take over properties for rent control. What does this do to/for the landlord? The effects of the coronavirus on the human race and the economy aren't something to ignore. Investment Counselor, Adam, returns to the show with our February 2020 Mortgage Rate Update. Key Takeaways: [1:05] The “Socialist Republic of California” took some huge steps toward economic suicide. Is California Rent Control a mistake? [7:33] Money goes where it's treated best [11:20] Three forms of power: violence, capital, and information [13:45] What is to come of the potential pandemic of the coronavirus? [16:20] Investment Counselor, Adam, with our February 2020 Mortgage Rate Update [25:00] Reach the Jason Hartman Investment Counseling Team, 1.800.Hartman Website: www.JasonHartman.com/Properties

Jason Hartman is excited to announce, with his Local Market Specialist, that there is once again property available in the Atlanta, GA market. Featuring all new construction, with cash-on-cash returns estimated to be around 10%, the Local Market Specialist was able to purchase an off-market land contract to control the neighborhood, including the HOA. All properties come with 2/10 warranties. Contact your Investment Counselor today to get hold of some of these limited properties. Website: www.JasonHartman.com/Contact

Today's Flash Back Friday comes from Episode 848, originally published in June 2017. Investment Counselor and Local Market Specialist Liaison, Carrie joins Jason to see if he can correctly predict the effect the rise in interest rates will have on the US economy. Jason reminds us the Feds don't directly impact mortgage rates but by directly impacting short-term rates all rates will be affected. For those of you who have income properties, the higher interest rates will put upward pressure on rents. Key Takeaways: [09:13] What does the spike in interest rates mean for investors? [15:27] Higher interest rates will put upward pressure on rents and lessen the concentration of wealth. [19:37] Local Market Specialists and Investment Counselors are always working in the client's best interest. Mentioned in This Episode: Jason Hartman Grant's Interest Rate Observer Venture Alliance Mastermind

Today's Flash Back Friday comes from Episode 892, originally published in October 2017. Jason welcomes client, Clay Slocum to the show. Clay is a millennial who currently has four properties in his real estate portfolio. Before buying his first property, Clay worked diligently with Oscar, his Investment Counselor, and a Local Market Specialist to play around with the numbers and he discovered his initial investment could grow exponentially. Clay shares his insights on the power of compounding interest, asset protection, and the Memphis market. Key Takeaways: [01:10] Jason comments on the Las Vegas terrorist attack. [09:30] Compound interest can be a powerful tool against inflation. [15:12] Engineers take an analytical approach to investing. [17:22] After 18 years, $100,000 grow to 14 million. [24:43] Jason explains a Deferred Sales Trust. [28:39] If you are on the fence about investing talk with an investment counselor. [39:33] Asset Protection is a complicated subject you should speak with a lawyer about. [48:58] Resources for tax help. Mentioned in This Episode: Jason Hartman Real Estate Tools - Property Tracker Software Venture Alliance Mastermind Compound Interest Calculator

Investment Counselor, Sara is back on the show. She joins Jason to discuss her three new properties in Memphis, how a client beat her to the punch on other properties she was interested in and just how competitive the market is right now. And in the client case study, Dr. David D'Ambrosio shares his experiences with the 1031 Exchange on properties in the Orlando and Indianapolis markets. He shares his opinions on why more high-tax bracket professionals are not investing in real estate and he asks Jason about what his next steps should be? The beautiful thing about real estate is you can acquire an asset, get your money back out and still own and control the asset. Plus, you pay no taxes on the money you extract. Key Takeaways: [2:12] Sara just closed on three properties in Memphis and she wears PJ's to bed.    [6:16] Rate locks - Should you let it float or lock it in? [9:15] Commodities that make up a house are copper wire, glass, steel, petroleum products are independent of any currency. [13:53] Is the Creating Wealth show the Fox News of real estate? One listener thinks so. Dr. David D'Ambrosio Client Case Study: [17:34] Dr. David D'Ambrosio is Radiation Oncologist living the American Dream. He has always had an interest in real estate. [19:52] Dr. David recently did a 1031 Exchange and then purchased four properties in Orlando. [21:34] There are two ways to diversify a real estate portfolio. One is location and the other is through cash flow and appreciation. [23:25] The 1031 Exchange allows for only 45 days for identifying properties but up to six months to close. [26:08] It's frustrating more people, doctors in particular, aren't investing in real estate. It's an absolute no-brainer.   [32:16] Local community banks will provide financing to investors after they reach their traditional property limit. [38:24] Is it feasible to do a cash out refinance if you can get a sizable amount of cash? [40:27] The deferred down payment option offered a nine-year break even point. [43:25] Equity stripping is pulling the money out of a property, having control of the cash and still own the property. Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Hartman Education

Today's Flash Back Friday comes from Episode 803, originally published in March 2017. This episode includes a recording of a live Q&A session from a Creating Wealth Seminar. The Investment Counselor Panel shares real life examples of how investors benefit from the free education and their hands-on assistance. If you are interested in investing in the most historically proven asset class, income properties this podcast is a great place to start. It also includes the reasons why investors would want to attend a future Creating Wealth Seminar and the benefits of joining the high-level Venture Alliance Mastermind.  Key Takeaways: [3:09] Venture Alliance wrap-up and details about the upcoming Chicago event. [10:37] The Memphis Property Tour and Creating Wealth Seminar. [11:16] Happy 13th Anniversary to the Creating Wealth Seminar! Live Investment Counselor Panel Part 2 Q&A: [16:19] The process of finding and vetting a Local Market Specialist. [19:02] Striking the right balance between A, B and C properties in a portfolio. [24:13] Amortization of property components. [27:10] How many properties should I have in one bank account? [35:59] What benefit do Investment Counselors provide to investors? [44:20] Do Investment Counselors have different areas of expertise? [49:28] How to best utilize an Investment Counselor? Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Voxer Property Evaluator Software

Today's Flash Back Friday comes from Episode 801, originally published in March 2017. This episode includes a brief history of Jason's experiences in the real estate market from 2004 to the mortgage crisis of 2008. Jason correctly predicted the crisis and tells us what signs to look for in the future. Then, a live recording of a Creating Wealth Seminar with a panel of Investment Counselors answering real participant questions about mortgage sequencing, the importance of leverage, and common client challenges. Key Takeaways: [2:49] Details of the upcoming Creating Wealth Seminar and Memphis Property Tour. [4:11] Jason predicted the collapse of the mortgage industry way back in 2004. [11:16] Meeting other investors is one of the best things about attending a live event Investment Counselor Panel Recorded Live: [14:03] Meet the Panel: Investment Counselors Sara, Carrie, and Oliver. [20:25] What areas of the process do clients find challenging? [24:30] During the recession, how did investment counselors help investors? [27:07]  A lesson in the importance of leverage. [29:57] The strategy for mortgage sequencing. Mentioned in This Episode: www.VentureAllianceMastermind.com www.PropertyTracker.com The Greatest Management Principle in the World, by Michael LeBoeuf

Jason shares an abridged real-world Portfolio Makeover™ and some thoughts on empire building. Investment Counselor and Area Manager, Lynda Mulley, asks a common client question and Jason interviews a prior guest from episode #29, Chartered Financial Analyst and Finance MBA, Daniel Amerman, on winning through inflation and creating wealth with prudent debt. Learn how the “Three Boxers” fight with powerful economic forces and who wins in the ring. Website: www.DanielAmerman.com

The 20th Meet the Masters of Income Property is in the books! Thanks to all who came to this amazing event to learn and expand your network. It was truly an awesome event thanks to the speakers and the guests. Listen in on some clips of our speakers from the 3rd day. Sunday featured Jason Hartman, Brian Smith (founder of Ugg Boots), Gary Pinkerton, the Moneyball Economist Andrew Zatlin, lender Aaron Chapman, a lender panel with Aaron and Joe, an investment counselor panel, and a Q&A with Jason's mom and aunt! Enjoy this wrap-up and we hope to see you at the next Meet the Masters. Key Takeaways: [3:10] Brian Smith [8:35] Gary Pinkerton [14:23] Andrew Zatlin [20:00] Aaron Chapman [25:08] Lender panel [33:32] Jason Hartman [42:18] Investment Counselor panel [44:00] Joyce & Aunt Joan [46:57] The reluctant investor lament Website: www.JasonHartman.com/Properties

Jason welcomes client, Clay Slocum to the show. Clay is a millennial who currently has four properties in his real estate portfolio. Before buying his first property, Clay worked diligently with Oscar, his Investment Counselor, and a Local Market Specialist to play around with the numbers and he discovered his initial investment could grow exponentially. Clay shares his insights on the power of compounding interest, asset protection, and the Memphis market. Key Takeaways: [2:15] Compound interest can be a powerful tool against inflation. [7:57] Engineers take an analytical approach to investing. [10:07] After 18 years, $100,000 grow to 14 million. [17:28] Jason explains a Deferred Sales Trust. [21:24] If you are on the fence about investing talk with an investment counselor. [32:18] Asset Protection is a complicated subject you should speak with a lawyer about. [41:43] Resources for tax help. Website: www.JasonHartman.com/Properties Meet the Masters of Income Property 2018 www.RealEstateTools.com Compound Interest Calculator "Opportunity cost is a cost most people don't evaluate." "When it comes to asset protection most people think about the internal threat, not the external threat which can be costlier."

Jason welcomes client, Clay Slocum to the show. Clay is a millennial who currently has four properties in his real estate portfolio. Before buying his first property, Clay worked diligently with Oscar, his Investment Counselor, and a Local Market Specialist to play around with the numbers and he discovered his initial investment could grow exponentially. Clay shares his insights on the power of compounding interest, asset protection, and the Memphis market. Key Takeaways: [2:33] Compound interest can be a powerful tool against inflation. [8:15] Engineers take an analytical approach to investing. [10:25] After 18 years, $100,000 grow to 14 million. [17:46] Jason explains a Deferred Sales Trust. [21:42] If you are on the fence about investing talk with an investment counselor. [32:36] Asset Protection is a complicated subject you should speak with a lawyer about. [42:01] Resources for tax help. Website: www.JasonHartman.com/Properties Meet the Masters of Income Property 2018 www.RealEstateTools.com Compound Interest Calculator "Opportunity cost is a cost most people don't evaluate." "When it comes to asset protection most people think about the internal threat, not the external threat which can be costlier."

Investment Counselor and Local Market Specialist Liaison, Carrie joins Jason Hartman to see if he can correctly predict the effect the rise in interest rates will have on the US economy. Jason reminds us the Feds don't directly impact mortgage rates but by directly impacting short-term rates all rates will be affected. For those of you who have income properties, the higher interest rates will put upward pressure on rents. Key Takeaways: [3:41] What does the spike in interest rates mean for investors? [9:55] Higher interest rates will put upward pressure on rents and lessen the concentration of wealth. [14:05] Local Market Specialists and Investment Counselors are always working in the client's best interest. [23:29] It's important to get pre-approved for financing in today's seller's market. [24:58] Jason hints about the location for the next Venture Alliance Mastermind. Website: www.JasonHartman.com/Properties Grant's Interest Rate Observer www.VentureAllianceMastermind.com ***The Property Tour Referenced in This Episode Has Passed*** "The Fed has weapons it can use to fix the economy and interest rates are one of those weapons."

Gary Pinkerton warms up the episode for Jason Hartman, introducing the fact that there are 30 fatal mistakes that investors make that kill their profits. Jason lays out the first 18 in this episode, and Gary will wrap up the remaining 12 in the next. So how are investors hurting themselves? 1. Investors won't get out of their own way. 2. They get Paralysis of Analysis 3. Over-magnifying bad experiences and under-appreciating Successful Deals 4. They don't become Educated - like attending Meet the Masters! 5. Being too Greedy 6. Not Listening to their Property Manager 7. Listening to their Property Manager without questioning anything (no thought) 8. Not having an Area Agnostic Investment Counselor 9. Not Communicating with their Investment Counselor 10. Panic Buying 11. Saying NO too often, or too early 12. Over-extending themselves. Prudent use of OPM, but respect the power of leverage 13. Not seeing things in context - focusing on that 'pebble in the shoe' 14. Letting one problem sink the entire ship 15. Changing their Personal Financial Picture when still have a fledgling portfolio 16. Listening to your Sphere of Influence 17. They Have False Expectations (or unreasonable Expectations) 18. Not Maintaining Control - Be a Direct Investor Website: Meet the Masters 2018

Investment Counselor and Local Market Specialist Liaison, Carrie joins Jason Hartman to see if he can correctly predict the effect the rise in interest rates will have on the US economy. Jason reminds us the Feds don't directly impact mortgage rates but by directly impacting short-term rates all rates will be affected. For those of you who have income properties, the higher interest rates will put upward pressure on rents. And if you are looking for additional properties, be sure to get pre-approved for financing before the Oklahoma Property Tour and JHU Live event. Key Takeaways: [03:56] What does the spike in interest rates mean for investors? [10:10] Higher interest rates will put upward pressure on rents and lessen the concentration of wealth. [14:20] Local Market Specialists and Investment Counselors are always working in the client's best interest. [23:44] It's important to get pre-approved for financing in today's seller's market. [25:13] Jason hints about the location for the next Venture Alliance Mastermind. Website: www.JasonHartman.com/Properties Grant's Interest Rate Observer www.VentureAllianceMastermind.com "The Fed has weapons it can use to fix the economy and interest rates are one of those weapons."

Jason welcomes client, Clay Slocum to the show. Clay is a millennial who currently has four properties in his real estate portfolio. Before buying his first property, Clay worked diligently with Oscar, his Investment Counselor, and a Local Market Specialist to play around with the numbers and he discovered his initial investment could grow exponentially. Clay shares his insights on the power of compounding interest, asset protection, and the Memphis market. Key Takeaways: [01:10] Jason comments on the Las Vegas terrorist attack. [09:30] Compound interest can be a powerful tool against inflation. [15:12] Engineers take an analytical approach to investing. [17:22] After 18 years, $100,000 grow to 14 million. [24:43] Jason explains a Deferred Sales Trust. [28:39] If you are on the fence about investing talk with an investment counselor. [39:33] Asset Protection is a complicated subject you should speak with a lawyer about. [48:58] Resources for tax help. Mentioned in This Episode: Jason Hartman Meet the Masters of Income Property Event Real Estate Tools - Property Tracker Software Venture Alliance Mastermind Compound Interest Calculator

Originally aired on CW 512. Jason invites his top investment counselor, Sara, to the show. Jason and Sara share their thoughts on the Memphis market and what potential investors might expect. Sara also lists the importance of having the right mindset when investing in a C property and Jason gives a break down on the price ranges of A, B, and C class properties on the show.

Investment Counselor and Local Market Specialist Liaison, Carrie joins Jason to see if he can correctly predict the effect the rise in interest rates will have on the US economy. Jason reminds us the Feds don't directly impact mortgage rates but by directly impacting short-term rates all rates will be affected. For those of you who have income properties, the higher interest rates will put upward pressure on rents. And if you are looking for additional properties, be sure to get pre-approved for financing before the Oklahoma Property Tour and JHU Live event. Key Takeaways: [03:52] Oklahoma City has a lot of inventory available and you can see it on the upcoming property tour. [09:13] What does the spike in interest rates mean for investors? [15:27] Higher interest rates will put upward pressure on rents and lessen the concentration of wealth. [19:37] Local Market Specialists and Investment Counselors are always working in the client's best interest. [29:01] It's important to get pre-approved for financing in today's seller's market. [30:30] Jason hints about the location for the next Venture Alliance Mastermind.   Mentioned in This Episode: Jason Hartman Grant's Interest Rate Observer Venture Alliance Mastermind

On today's episode, Jason welcomes Investment Counselor, Oliver back to the podcast to discuss current market conditions, why it's important to attend live events and the solid foundation of linear markets. A real estate bubble might be right around the corner in expensive cyclical markets but if your portfolio includes a smart mix of linear and hybrid market properties you will ride the wave and continue to grow your wealth no matter what the economic climate. Be sure to check the Creating Wealth Show's back catalog of episodes for more information about the 10 Commandments of Successful Investing. Key Takeaways: [05:08] When new clients see the monthly cash flow their income properties create they get hungry for more properties. [07:33] An example of how to get rich on linear market properties; breaking down the benefits. [14:19] Attending live events like the Oklahoma City JHU event, Property Tours and the Venture Alliance allows you to meet like-minded investors. [17:58] Current market conditions are making property inventories tight. [23:20] Real estate investors must combine their capital with persistence to make money. [29:09] Buy and hold real estate investments are still on good solid ground with good rent to value ratios. [31:02] Expensive new construction properties act like a hybrid even in a linear market. [33:29] Jason recommends the book, Outwitting the Devil. Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Outwitting the Devil: The Secret to Freedom and Success by Napoleon Hill

This episode includes a recording of a live Q&A session from a Creating Wealth Seminar. The Investment Counselor Panel shares real life examples of how investors benefit from the free education and their hands-on assistance. If you are interested in investing in the most historically proven asset class, income properties this podcast is a great place to start. It also includes the reasons why investors would want to attend a future Creating Wealth Seminar and the benefits of joining the high-level Venture Alliance Mastermind. Key Takeaways: [3:09] Venture Alliance wrap-up and details about the upcoming Chicago event. [10:37] The Memphis Property Tour and Creating Wealth Seminar. [11:16] Happy 13th Anniversary to the Creating Wealth Seminar!   Live Investment Counselor Panel Part 2 Q&A: [16:19] The process of finding and vetting a Local Market Specialist. [19:02] Striking the right balance between A, B and C properties in a portfolio. [24:13] Amortization of property components. [27:10] How many properties should I have in one bank account? [35:59] What benefit do Investment Counselors provide to investors? [44:20] Do Investment Counselors have different areas of expertise? [49:28] How to best utilize an Investment Counselor? Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Voxer Property Evaluator Software

This episode includes a brief history of Jason's experiences in the real estate market from 2004 to the mortgage crisis of 2008. Jason correctly predicted the crisis and tells us what signs to look for in the future. Then, a live recording of a Creating Wealth Seminar with a panel of Investment Counselors answering real participant questions about mortgage sequencing, the importance of leverage, and common client challenges. Key Takeaways: [2:49] Details of the upcoming Creating Wealth Seminar and Memphis Property Tour. [4:11] Jason predicted the collapse of the mortgage industry way back in 2004. [11:16] Meeting other investors is one of the best things about attending a live event.     Investment Counselor Panel Recorded Live: [14:03] Meet the Panel: Investment Counselors Sara, Carrie, and Oliver. [20:25] What areas of the process do clients find challenging? [24:30] During the recession, how did investment counselors help investors? [27:07]  A lesson in the importance of leverage. [29:57] The strategy for mortgage sequencing. Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Property Tracker Software The Greatest Management Principle in the World, by Michael LeBoeuf

Jason seeks to empower his investors with tools to assist them with self-managing their properties. The team offers complete solutions including inventory, property management tools and now exclusive financing with terms you will appreciate. Jason's guest today is the founder of Rentec Direct, Nathan Miller. Nathan says his company is a client-focused program with a sweet spot of investors with 2-20 income properties.Tenant screening, automated payments and a property manager access option makes the tool accessible and easy to use. Key Takeaways: [1:38] Investor empowerment allows investors to control things in a positive way. [4:09] The 3 major problems stemming from relinquishing control. [5:55] The pathetic banks charge countless fees and don't even pay interest anymore. [20:38] Ask your Investment Counselor about our exclusive financing with reasonable fees.     Nathan Miller Guest Interview [25:07] Rentec Direct's average client is an investor with 2-20 properties. [27:06] The Rentec tool is designed to make a landlord's life easier. [32:16] Tenant screening is via Trans-Union. [37:13] Rentec PM has the option to open an owner/investors portal and is 20% more. [41:42] What differentiates Rentec Direct from their competition? [47:17] Live chat support is available within the program. Mentioned in This Episode: Jason Hartman Cozy Rentec Direct

Jason shares an abridged real-world Portfolio Makeover™ and some thoughts on empire building. Investment Counselor and Area Manager, Lynda Mulley, asks a common client question and Jason interviews a prior guest from episode #29, Chartered Financial Analyst and Finance MBA, Daniel Amerman, on winning through inflation and creating wealth with prudent debt. Learn how the “Three Boxers” fight with powerful economic forces and who wins in the ring.

Investment Counselor, Sara is back on the show. She joins Jason to discuss her three new properties in Memphis, how a client beat her to the punch on other properties she was interested in and just how competitive the market is right now. And in the client case study, Dr. David D'Ambrosio shares his experiences with the 1031 Exchange on properties in the Orlando and Indianapolis markets. He shares his opinions on why more high-tax bracket professionals are not investing in real estate and he asks Jason about what his next steps should be?   The beautiful thing about real estate is you can acquire an asset, get your money back out and still own and control the asset. Plus, you pay no taxes on the money you extract.   Key Takeaways: [2:12] Sara just closed on three properties in Memphis and she wears PJ's to bed.    [6:16] Rate locks - Should you let it float or lock it in? [9:15] Commodities that make up a house are copper wire, glass, steel, petroleum products are independent of any currency. [13:53] Is the Creating Wealth show the Fox News of real estate? One listener thinks so.   Dr. David D'Ambrosio Client Case Study: [17:34] Dr. David D'Ambrosio is Radiation Oncologist living the American Dream. He has always had an interest in real estate. [19:52] Dr. David recently did a 1031 Exchange and then purchased four properties in Orlando. [21:34] There are two ways to diversify a real estate portfolio. One is location and the other is through cash flow and appreciation. [23:25] The 1031 Exchange allows for only 45 days for identifying properties but up to six months to close. [26:08] It's frustrating more people, doctors in particular, aren't investing in real estate. It's an absolute no-brainer.   [32:16] Local community banks will provide financing to investors after they reach their traditional property limit. [38:24] Is it feasible to do a cash out refinance if you can get a sizable amount of cash? [40:27] The deferred down payment option offered a nine-year break even point. [43:25] Equity stripping is pulling the money out of a property, having control of the cash and still own the property.   Mentioned in This Episode: Jason Hartman Venture Alliance Mastermind Hartman Education

Jason Hartman talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way.  The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industrial Average (DJIA).   They almost always fail to distinguish between nominal dollars and real dollars.  Jason illustrates how investors have actually lost money in inflation adjusted dollars and how the Dow has to increase a lot more before investors break even based on the two peaks.  This lie is even worse when one considers how inflation is underreported in the consumer price index (CPI and CPI-U) due to weighting, substitution and hedonics (the hedonic index).  Another misrepresentation is the ‘core rate' or ‘core inflation' which strips out food and energy because they're too volatile.  Jason shares some interesting data from ZeroHedge.com.