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Did you know only 50% of tenants signed a lease for their last mid-term rental stay? That stat shocked us too. In this episode, we're diving into why every landlord offering monthly furnished rentals needs a rock-solid lease agreement—and exactly how to build one that protects you and your property without overcomplicating things.We're joined by Deborah Holstein, Chief Growth Officer at Rocket Lawyer, to break down the essentials of a great lease for mid-term rentals. Whether you're brand new to monthly rentals or you've hosted dozens of traveling nurses and corporate guests, this episode is your roadmap to creating clear, legally sound, and easy-to-manage lease agreements.Through Furnished Finder's powerful partnership with Rocket Lawyer, landlords have access to state-specific, attorney-approved leases that are tailored to the unique needs of the MTR (Mid-Term Rental) space. We talk through the 8 things every MTR lease needs, real-world landlord data, and tips to avoid common mistakes that can cost you time, money, or your property's reputation.What You'll Learn in This Episode:- Why a lease matters more than you think for monthly stays- The 8 essential elements every MTR lease should include- Furnished Finder data: average deposits, pet fees, cleaning fees & more- How to handle early lease termination (ELT), utilities, shared spaces, pets & damage waivers- Why generic leases from friends or Google just won't cut it- How to get started today using KeyCheck & Rocket Lawyer toolsThis episode is packed with actionable insights to help you operate like a pro.
In this episode, Carlos Gonzalez de Villaumbrosia interviews Vrushali Paunikar, Chief Product Officer at Carta—the company revolutionizing how private companies manage equity and capital. Originally starting as a cap table management solution, Carta now manages over $150 billion in assets and positions itself as the "Network ERP for Private Capital," supporting over 50,000 companies from early-stage startups to pre-IPO giants.As CPO at Carta, Vrushali has been instrumental in driving the company's evolution from a single-product focus to a comprehensive platform serving various stakeholders in the private capital ecosystem. Her unique background, including experience at Rocket Lawyer and an interesting hobby as an amateur florist, brings a fresh perspective to product leadership in fintech.In this episode, we'll explore Carta's transformation from a cap table management tool to a comprehensive platform for private capital, diving into organizational structure changes, international expansion strategies, and innovative approaches to product development.What you'll learn:How Carta expanded from cap table management to fund administration by deeply understanding customer needsStrategies for restructuring product teams from a business unit model to a modular approachInsights into different approaches for international expansion (organic vs. acquisition)The role of micromanagement as a temporary coaching tool in product developmentHow to balance platform ambitions with focused executionContent:(00:00) Introduction and Personal Background(05:00) Carta's Evolution Story(15:00) Organizational Transformation(25:00) International Expansion Strategy(35:00) Leadership Philosophy & Management Style(45:00) Product Strategy & Market PositioningKey Takeaways
Strategic SEO Planning for Long-Term SuccessIn this episode of Your Partner In Success Radio, I spoke with SEO expert Nick Musica about contrasting SEO approaches for small and big businesses. Nick emphasized the importance of standardized processes, communication, and project management systems in achieving SEO success, regardless of company size. He also shared valuable insights on enhancing website health by focusing on low-volume keywords, branded search strategies, and ethical link-building.Nick has been working in SEO since 2003 and brings a wealth of experience to the table. He previously led SEO efforts at companies like High Point Insurance, Esurance, and Rocket Lawyer. He's also the co-author of "When Search Meets Web Usability" and has taught User Experience at NYU.The conversation underscored the necessity of adapting SEO strategies to fit specific business needs and the power of sustainable, ethical SEO practices for long-term growth.Connect with Nick Musica online: Website | LinkedIn We appreciate you tuning in to this episode of Your Partner In Success Radio with Host Denise Griffitts. If you enjoyed what you heard, please consider subscribing, rating, and leaving a review on your favorite podcast platform. Your support helps us reach more listeners and create even better content!Stay ConnectedWebsite: Your Partner In Success RadioEmail: mail@yourofficeontheweb.com
"The actions that we take are the things that are going to get us results, whether we like it or not. And so looking at those results, which business leaders are looking at all the time. We're always looking at those results. Are we meeting our outcomes? Are we meeting our metrics? And if we're not getting those results, well, we're not taking the right actions." Katie McLaughlin Katie McLaughlin returns to Life Beyond the Numbers to chat to me about the team dynamics and how our emotions and actions driver our results. We cover the role emotions play in shaping team performance and the link between emotional awareness and intentional action in the workplace. Katie speaks of her unique use of theatre techniques to help teams explore and transform workplace dynamics. We chat about the importance of having fun and creating moments of levity to improve team culture and how leaders can foster psychological safety and trust within their teams. A key takeaway from this episode is the common misconception we might have that if our actions got results there's this assumption that those actions are correct ... however, there's a lot of different actions that could be taken to get the same results. Katie McLaughlin is an engaging speaker, workshop facilitator, and strategy consultant with over 15 years of experience in high-growth companies such as Wayfair, Upserve, and Rocket Lawyer. In 2020, Katie founded McLaughlin Method, a boutique consulting firm specializing in improving team and company culture through actionable, interactive, skill-building programs. She facilitates team workshops as the core focus of her practice, customizing sessions to fit specific industries, team dynamics, and outcomes. Leveraging her background in theater, Katie creates a fun, judgment-free environment where teams can improve collaboration and achieve goals through empathy, open communication, and conflict resolution. She has facilitated thousands of workshops, helping teams build collaborative cultures and achieve immediate improvements in empathy and connectivity. Connect with Katie: Her website: www.mclaughlinmethod.com On LinkedIn: https://www.linkedin.com/in/mclaughlinkatie/ Resources Mentioned: Free Team Health Score Quiz www.teamhealthscorequiz.com Episode 104 Your Intention https://www.beyond-thenumbers.com/podcast-episodes/104
Send us fan responses! How can you master the legal and financial strategies to protect your personal and business interests? Join us in this enlightening episode where we unravel the complexities of trademarking, copyrights, and power of attorney. Understand why trademarking your name can prevent unauthorized use and how tools like Rocket Lawyer can aid in structuring comprehensive power of attorney documents. We dive deep into the nuances of IRS Form 2848 and its critical role in managing legal and financial affairs, illustrating its practical applications with real estate examples.We also explore the intricate world of trusts, highlighting the differences between foreign and domestic options and the importance of distinguishing between public and private operations. Learn why establishing private contracts and operating agreements is essential for maintaining privacy and control. We discuss the strategic benefits of offshore trusts and foreign jurisdictions in protecting your assets and the importance of consultations for personalized financial advice. This episode offers practical insights into using trustees, setting up private contracts, and navigating the complexities of the financial and legal systems with confidence.Prepare to be inspired by the life and philosophy of a tribal chief who expertly balances public and private spheres while maintaining a self-sufficient lifestyle. We'll also talk about the strategic advantages of transforming your name into a business entity, leveraging it for tax benefits, and understanding the laws that favor investors. From tips on maximizing tax benefits through business ownership to the significant role of consultations in financial planning, this episode is packed with valuable advice to help you achieve prosperity and self-reliance. Don't miss out on these critical insights that could transform your approach to legal and financial management.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com
Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: Wolters Kluwer Brings Gen AI To Its VitalLaw Legal Research Platform, to Answer Questions and More FTC Fines DoNotPay $193,000, Alleging False Claims Over 'Robot Lawyer' Service Rocket lawyer obtains non lawyer ownership approval in Arizona but will it make a difference?
In this episode, Bridget Smith, Assistant General Counsel and Director, Intellectual Property for Relativity Space joins the podcast to discuss her company, how her job involves trade secrets, her views on measures to protect trade secrets given her company's unique assets, and other subjects.
Welcome to today's episode of "AI Lawyer Talking Tech," your daily review of the latest legal technology news. In today's episode, we will discuss the integration of comprehensive form libraries and practice management solutions in Texas law firms, the use of AI chatbots by a British judge to enhance legal rulings, and the partnership between a former ABA executive director and Rocket Lawyer to expand access to justice. Stay tuned to explore these topics and more in the world of legal tech innovation. TXdocs and Smokeball Integrate for the Most Comprehensive Form Library and Practice Management Solution for Texas Firms14 Sep 2023CBS4IndyBritish judge uses jolly useful Chat GPT to write ruling14 Sep 2023Yahoo! Finance UK and IrelandFormer ABA executive director joins Rocket Lawyer, hopes to expand access to justice14 Sep 2023ABA JournalVeteran Legal Tech Executive Foresees New Era of Innovation and Consolidation14 Sep 2023EDRMThe Transformative Power of Generative AI in the Legal Field12 Sep 2023Law Technology TodayYoungest Harvard Law School Graduate, Kiwi Camara, Sets Sail on New Ventures After Exiting CS Disco Inc.14 Sep 2023JDJournalLex Machina Releases 2023 Product Liability Litigation Report14 Sep 2023Rochesterfirst.comJoin Us Tomorrow For the Gala 100th Episode of Legaltech Week, Featuring Everyone Who Was Ever A Panelist14 Sep 2023LawSitesJack Rives, Former ABA Executive Director, Joins Rocket Lawyer to Lead New Professional Services Division14 Sep 2023LawSitesAn AI to Help Law Firms Craft More Effective Invoices14 Sep 2023Beyond SearchHong Kong: The privacy and ethical risks of generative AI cannot be ignored14 Sep 2023DataGuidanceAI is ‘letting lawyers lawyer' at Clyde & Co14 Sep 2023DiginomicaLaw.co Releases AI Contract Drafting Tool for Law Firms14 Sep 2023Markets Business InsiderThe art of judge shopping is now a precise science, thanks to AI14 Sep 2023New AtlasTop ethical issues to consider before embracing AI in your law firm13 Sep 2023LexBlogHow better legal technology reduces risk, manages cost for general counsel13 Sep 2023DXC TechnologyJoin us in Palo Alto October 10 for our Generative AI – Harnessing the Power and Mitigating Risk Seminar13 Sep 2023LexBlogNavigating Multi-State Practice: A Guide to Practicing Law in Any State13 Sep 2023LexBlogFourth Circuit Decision Highlights Class Action Waivers for Data Breaches are Alive and Well14 Sep 2023Technology Law DispatchThe Transformative Power of Generative AI in the Legal Field12 Sep 2023Law Technology TodayWolters Kluwer & ELTA Benchmark: Many European Legal Departments Still Lack Clear Digitalization Strategy14 Sep 2023Legal Technology News - Legal IT Professionals | Everything legal technologyThe (Even More) Final Problem: A Story of NLP-Generated Relationship Graphs14 Sep 2023Legaltech on MediumA Competitive Edge for Business Law Firms: Phone Answering Services14 Sep 2023Legaltech on MediumWhy the FTC's YOLO Antitrust Strategy Against Amazon May Not Actually Be Good for Competition (Adam Kovacevich – CEO Chamber of Progress)14 Sep 2023Technically Legal - A Legal Technology and Innovation PodcastBaker Botts Formalizes 60-Plus-Lawyer Artificial Intelligence Practice Team14 Sep 2023Legal Tech BlogCybersecurity Threats, Regulatory Developments, and the Role of Lawyers – for NY State Cyber CLE Credit12 Sep 2023Debevoise Data Blog
Join host Dolph Goldenburg in insightful conversations with CEO Charlie Moore on unleashing board mastery, effective executive director reports, and navigating nonprofit leadership challenges.
ALSPs ou "provedores alternativos de serviços jurídicos" é um modelo de serviço com entregas específicas, que têm impactado significativamente o mercado da advocacia, impulsionando o uso de tecnologias e ferramentas para melhorar a eficiência e a produtividade nos escritórios.Esse é um assunto atual e muito relevante que foi tema do Conversas Invertidas, evento organizado pelo Inverso Hub de Inovação, em Belo Horizonte, no dia 10 de maio. Os convidados foram os hosts do Lawyer to Lawyer e fundadores da Freelaw, Gabriel Magalhães e Júlia Resende, e o advogado Leonardo Sette.Essa é uma edição especial do nosso podcast que separamos em duas partes para que você possa conferir todo o conteúdo do evento e os diversos insights sobre o tema.Você vai acompanhar a discussão a respeito do futuro da advocacia com o uso do Chat GPT e das Inteligências Artificiais e vai entender sobre o modelo de negócio da Freelaw, conhecendo por dentro a plataforma de contratação de advogados por assinatura. Confira!00:00 - Introdução03:10 - Apresentação dos palestrantes11:15 - O que é ALSP?13:42 - Por que a tecnologia traz benefícios para escritórios de advocacia?19:32- A postura do advogado perante a tecnologia21:10- Lawtechs internacionais 25:42- Como é o modelo de negócio da Freelaw33:15- Os desafios de implementar tecnologia e serviço jurídico alternativo em um escritório de advocacia tradicional-----Lawyer to Lawyer, as melhores práticas de gestão, inovação e tecnologia na advocacia, todas às quartas-feiras. Inscreva-se na newsletter do Lawyer to Lawyer - https://freelaw.link/l2lnewsletterAcompanhe a Freelaw: Instagram - @freelaw.work Blog da Freelaw - https://freelaw.link/blog____Música - http://www.bensound.com/Produção - https://inboxpodcasts.com.br/____Conteúdos citados no episódio:Axion Law https://www.axiomlaw.com/Priori https://www.priorilegal.com/Lod Law https://www.lodlaw.com/Rocket Lawyer https://www.rocketlawyer.com
Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting techSponsorsKeeper - https://cloudaccountingpodcast.promo/keeperLiveFlow - https://cloudaccountingpodcast.promo/liveflowAnchor - https://cloudaccountingpodcast.promo/anchorNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe (00:00) - Thank you to our sponsor, Keeper (00:20) - Preview : Accountants are prestressed for busy season (00:56) - Blake is in Tucson; Welcome Amber to the show (04:29) - Who is your ideal customer for coaching? (06:42) - Remote workers save an average of 72 minutes per day (14:49) - Thank you to our sponsor, Keeper (16:22) - YouTube Live comment from Sam on working from home (18:07) - WSJ says the job market for remote workers is shrinking — but the demand is still high (19:37) - Will tech layoffs lead college students to accounting? (22:17) - Is it realistic for someone in tech to transition into accounting? (25:43) - Thank you to our sponsor, LiveFlow (27:03) - George Santos was involved in an alleged $17 million Ponzi scheme in Florida (29:46) - Moody's is working on a scoring system for stable coins (31:09) - Wash sales represent up to 77% of trades on unregulated crypto exchanges (32:56) - The IRS released guideance on crypto check mark on 1040s (33:56) - Are accountants more optomistic for the 2023 tax season (37:53) - Thank you to our sponsor, Anchor (39:42) - The IRS has opened an online portal where businesses can file 1099s (42:08) - A few QuickBooks updates (43:45) - AccountingWED article summarizing all the accounting tech layoffs (46:42) - ChatGPT updates (48:41) - Rocket Lawyer has launched Rocket Tax (53:15) - Listener mail from Greg on his firm actually looking for more clients (58:39) - Message from Jared about Right Tool (01:01:33) - Wrap up, where to reach Amber, and one new review (01:04:17) - Client Hub (01:04:54) - RightTool (01:05:16) - Federal Tax Updates Podcast (01:06:30) - How to advertise in these classifieds Show NotesNew Xero data sees US small business sales slow as consumer spending tightenshttps://www.xero.com/us/media-releases/xero-small-business-insights-usa-january-2023/ KPMG Vice Chair Hopes All the Tech Layoffs Will Scare College Kids Into Accountinghttps://www.goingconcern.com/kpmg-vice-chair-hopes-all-the-tech-layoffs-will-scare-college-kids-into-accounting/ TurboTax Tax Trends Report https://blog.turbotax.intuit.com/life/turbotax-tax-trends-report-tax-year-2021-53767/ The Argument for Accounting https://merrimacknewspaper.com/the-argument-for-accounting/ Accounting Software Maker IRIS Sees 30% Growthhttps://www.cpapracticeadvisor.com/2023/01/24/accounting-software-maker-iris-sees-30-growth/76127/ IRS clarifies crypto question on tax formhttps://www.accountingtoday.com/news/irs-clarifies-crypto-question-on-tax-form This forensic accounting startup in Seattle is helping lawyers solve ... https://www.geekwire.com/2023/this-forensic-accounting-startup-in-seattle-is-helping-lawyers-solve-fraud-investigations/ Bookkeeper Job Description https://www.executivepastoronline.com/bookkeeper-job-description/ The Largest Accounting Firm in Kentucky Thinks a Tower Will Win the Talent Warhttps://www.goingconcern.com/the-largest-accounting-firm-in-kentucky-thinks-a-tower-will-win-the-talent-war/ Important Changes to QuickBooks Related 1099 Filing and Billing for 2023https://www.intuitiveaccountant.com/accounting-tech/general-ledger/important-changes-to-quickbooks-related-1099-filing-and-bill/ Over 2 in 3 small business owners already feel burnt out in first week of 2023 Intuit QuickBooks research shows https://finance.yahoo.com/news/over-2-3-small-business-090000132.html IRS opens 2023 tax filing seasonhttps://www.accountingtoday.com/news/irs-opens-2023-tax-filing-season Small businesses lament Sage's monthly subscription changes amid rising costs https://www.itpro.co.uk/software/369796/small-businesses-lament-sages-monthly-subscription-changes-amid-rising-costs Rocket Lawyer Launches Tax Prep Tool for Small Business Ownershttps://smallbiztrends.com/2023/01/rocket-tax-software-for-small-business.html State Corporate Income Tax Rates and Brackets for 2023 https://taxfoundation.org/state-corporate-income-tax-rates-brackets-2023/ 3.4m still need to file tax return https://www.accountancydaily.co/34m-still-need-file-tax-return Melio Launches Integration To Sync Payments Data with Xero https://www.prnewswire.com/news-releases/melio-launches-integration-to-sync-payments-data-with-xero-301728971.html Firms Hope to Win With Receipt Data Solutions but Implementation Issues Aboundhttps://www.pymnts.com/innovation/2023/firms-hope-to-win-with-receipt-data-solutions-but-implementation-issues-abound/ Moody's Developing Scoring System for Stablecoins Based on Attestationshttps://www.pymnts.com/cryptocurrency/2023/moodys-developing-scoring-system-for-stablecoins-based-on-attestations/ The Decline of Voicemail https://ritakeller.com/blog/2023/01/the-decline-of-voicemail.html Remote work saves 72 minutes a day https://www.accountingtoday.com/news/average-time-saved-by-remote-workers-72-minutes-per-day?utm_source=dlvr.it&utm_medium=twitter TurboTax Tax Trends Report - The TurboTax Blog https://blog.turbotax.intuit.com/life/turbotax-tax-trends-report-tax-year-2021-53767/ The CPA pipeline includes the present https://www.accountingtoday.com/opinion/the-cpa-pipeline-includes-the-present Connect with Amber SetterWebsite: http://conscious.cpaLinkedIn: https://www.linkedin.com/in/ambersetter/Twitter: https://twitter.com/intentionsetter?lang=enFacebook: https://www.facebook.com/ConsciousPublicAccountants/Instagram: https://www.instagram.com/amber_setter_coaching/?hl=enGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/RightTool for QuickBooks Online - https://righttool.appFederal Tax Updates podcast - https://federaltaxupdates.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request: info@cloudaccountingpodcast.com
When can a house cleaner expect payment for Airbnb cleaning? If hosts don't pay their house cleaners on time, it can be an incredibly frustrating experience. In this video, we follow the story of one house cleaner who has been waiting months for an Airbnb host to pay up. Despite collecting money for the stay, the host refuses to pay the cleaner. What will the cleaner do to get the money they are owed? Watch this video to learn how this story unfolds and how the cleaner will collect their monies owed! Today's #AskaHouseCleaner sponsor is #SavvyCleaner training and certification for house cleaners and maids. (https://savvycleaner.com/join) And your host today is #AngelaBrown *** PROMISED LINKS AND GOOD KARMA RESOURCES *** How Airbnb Payment Fees Work: https://www.airbnb.com/help/article/459 RocketLawyer: https://tracking.rocketlawyer.com/aff_c?offer_id=190&aff_id=1566 How to Start a Successful Airbnb Business - https://amzn.to/3WOxt0B Airbnb Business: The New Up-to-Date Guide to Become a Successful Airbnb Superhost - https://amzn.to/3WFCXuF Airbnb Business: How To Make Money On Airbnb Without Owning Property - https://amzn.to/3HDzpVw How to Start & Scale an Airbnb Business Without Owning Property - https://amzn.to/3j8iAbO The Beginner's Guide to a Profitable Airbnb Business - https://amzn.to/3XGSAn9 (When available, we use affiliate links, and as Amazon Associates, we earn a commission on qualifying purchases.) *** RATE THIS SHOW *** https://sotellus.com/r/savvy-cleaner *** RATE THIS PODCAST *** https://ratethispodcast.com/askahousecleaner *** TRAINING & CLEANING CERTIFICATION*** https://savvycleaner.com/join *** MOST REQUESTED LIST OF CLEANING STUFF I USE *** https://www.Amazon.com/shop/AngelaBrown *** CONNECT WITH ANGELA ON SOCIAL MEDIA *** YouTube: https://www.youtube.com/@AskAngelaBrown Facebook: https://Facebook.com/AskAngelaBrown Twitter: https://Twitter.com/AskAngelaBrown Instagram: https://Instagram.com/AskAngelaBrown Pinterest: https://Pinterest.com/AskAngelaBrown Linkedin: https://www.linkedIn.com/in/AskAngelaBrown TikTok: https://www.tiktok.com/@AskAngelaBrown Store: https://amazon.com/shop/AngelaBrown *** GOT A QUESTION FOR A SHOW? *** Please email it to Angela[at]AskaHouseCleaner.com Voice Mail: Click on the blue button at https://askahousecleaner.com *** FREE EBOOK – HOW TO START YOUR OWN HOUSE CLEANING COMPANY *** https://amzn.to/3jHk4GL *** PROFESSIONAL HOUSE CLEANERS PRIVATE FACEBOOK GROUP *** https://www.facebook.com/groups/ProfessionalHouseCleaners/ *** VRBO AIRBNB CLEANING FACEBOOK GROUP *** https://www.facebook.com/groups/VRBO.Airbnb.Cleaning/ *** LOOKING FOR A WAY TO GET MORE CLEANING LEADS *** https://housecleaning360.com *** SPONSOR A CLEANER - SAVVY CLEANER SCHOLARSHIP FUND *** Each year Savvy Cleaner gives away scholarships to the Savvy Cleaner Network, which includes training for house cleaners and maids, group coaching, and 24/7 network support. This trains them in personal protective equipment, chemical safety, cleaning equipment between jobs, how to clean techniques, and more. If you find value in this show and you want to pay it forward, you can sponsor a cleaner here: Give: https://savvycleaner.com/scholarship-fund Apply - https://savvycleaner.com/scholarship-application *** SPONSORSHIPS & BRANDS *** We do work with sponsors and brands. If you are interested in working with us and you have a product or service that makes sense for the cleaning industry, here's how to work with us -https://savvycleaner.com/brand-deals *** THIS SHOW WAS SPONSORED IN PART BY *** SAVVY CLEANER - House Cleaner Training and Certification – https://savvycleaner.com VRBO AIRBNB CLEANING – Cleaning tips and strategies for your short-term rental https://TurnoverCleaningTips.com FUNNY CLEANING SHIRTS – Incentive and thank-you gifts for house cleaners and maids. https://FunnyCleaningShirts.com HOARDING WORLD - Helping you change your relationship with stuff https://HoardingWorld.com *** VIDEO CREDITS *** VIDEO/AUDIO EDITING: Kristin O https://savvycleaner.com/reviews/kristin-o HOST: Angela Brown https://g.page/r/CbMI6YFuLU2GEBI/review PRODUCER: Savvy Cleaner https://savvycleaner.com
Attorney turned entrepreneur Sam Vender Wielen is here to share her story of building a multiple 7-figure business while healing from physical and emotional trauma.Sam is my favorite to follow on social media for legal tips that would cost you hundreds if not thousands of dollars elsewhere. I have had legal memberships to software like Rocket Lawyer and hired attorneys, paying their hourly, for advice.What Sam brings to online business owners is no substitute for having your own attorney. AND there is plenty you can do on your own without an attorney like registering your LLC and filing your company's trademark.Sam's Ultimate Bundle membership (affiliate link https://samvanderwielen.samcart.com/referral/ultimate-bundle/ZNTxFdMlxNjSMl9k) is the sh*t. I use Sam's legal templates and contracts. I watch her webinars when I need help finding a good CPA, commercial insurance agent, ect.Listen up and buckle up my friends. This episode is worth the listen.What to expect while listening-*Learn how Sam started a successful business while recovering from brain surgery.*What's its like scaling a multi-7 figure company while healing emotionally after losing a parent. “It's more like picking up exploded pieces of the bricks instead of paving a new path.”*There are benefits to focusing on one product instead of doing “all the things” in business.Make your business Legally Legit!Please support me and this podcast by using the following affiliate links to make your business legally legit!Sam's FREE legal workshop “The 5 steps to legally protect and grow your online business”https://samvanderwielen.samcart.com/referral/Legal-workshop/ZNTxFdMlxNjSMl9kThe Ultimate Bundle -Can't wait to see you inside the membership!https://samvanderwielen.samcart.com/referral/ultimate-bundle/ZNTxFdMlxNjSMl9kLegal Foundations Starter Pack - Sam's contract templates and video workshops designed for coaches and online service providers.https://samvanderwielen.samcart.com/referral/legal-foundations/ZNTxFdMlxNjSMl9kToday's episode is sponsored by Build The Biz.Build The Biz is an online program that teaches you the strategy and mindset to run a successful business while living a balanced life.Are you an entrepreneur that does things differently? Maybe your business is non-traditional and your work is uniquely you. The way you create and sell is going to look different within the many seasons of life you live as a business owner.Build systems in your business that allow you to live your dream life now. Because success isn't this thing you get, it is a feeling you can have today.Head on over to https://themadelineshow.com/ to learn more and sign up for Build The Biz today.Follow The Madeline Show on YouTubeSay hello on Instagram @MadelineCeciliaDunnhttps://themadelineshow.com/ for freebies, programs, and inspiration.
Using an LLC is a powerful way to protect yourself from the liabilities inherent in owning rental property. We have had the discussion of whether you should use an LLC or an umbrella policy on the show before so we will dive into the details of setting one up. Today, Emil asks Michael about the process of creating and managing LLCs in regard to real estate investing. Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals. Emil: Hey, everyone, welcome back for another episode of the Remote Real Estate Investor. My name is Emil Shour and today I'm joined by… Michael: Michael Albaum Emil: and on this episode, I'm going to be putting Michael in the hot seat and asking him questions about putting his properties in an LLC. We'll quickly cover why he did it and then I'm just going to ask him how he did it, what he learned what tips he can offer you. So that if it's something you've been interested in, you have a step by step guide on how to do it. So let's hop into this episode. Before we hop into it, what's up, man? It's been it's been a while since we recorded up so… Michael: I do I know it's been a minute I'm doing well, thanks. Trying to get some financing lined up on these three multifamily that I got the rug pulled out from under me on so still working through that but construction project, the rehab projects almost done, which I've been told is almost done for a while now. So I'm not really holding my breath but really I think this time for real is almost done. So let's get to you Emil, how about yourself? Emil: I think you when we started this show like two years ago, you told me it was almost done. So I don't know if that's true. Michael: That's true, I believe it… Emil: I hope, I hope it finishes soon. Michael: Thank you me too. Emil: Good. My update with me, we are still selling the Jacksonville property. We just got it under contract but a week and a half ago, I want to say we did inspect the buyer scheduled inspection on Thursdays so I should probably be hearing back from my agent like today or tomorrow on I'm sure you know what, what they want to knock the price down based on seeing the inside, which I knew going into it like, once the inspection is on the inside, you know, we've had a tenant there for five years there. They're definitely gonna want some. They're gonna ask for something. So I'm expecting it. We'll see how that goes. Michael: Okay, cool. Well, keep me posted, let me know how it all shakes out. Emil: Yeah, man. Absolutely, so this episode, you know, a lot of people think in in a previous episode we covered what should you do an LLC? Should you put your properties just get umbrella coverage. In this episode, we're going to really just focus on like the steps that you personally took on setting up an LLC getting your properties in things, you learned mistakes, you made all that stuff but before we hop into like the how can you briefly give us the why, like, why did you decide to set up an LLC and put your properties in it? Michael: Yeah, totally. So I grew up in the insurance world. Next question. So like, it's, it was something that I grew up around, like segregating assets, and like, understanding what risk is and how to mitigate risk and so that's really, from my perspective, what an LLC is used for, you put things into an LLC, that's bucketed and so that's kind of the limit of your exposure and so I used to work as a fire protection engineer and the commercial property insurance industry and that's also kind of on the physical side of things, what we would do, we would say, okay, how bad can a fire get and can we physically build a building and put systems in place that will contain that fire, so it doesn't spread to the rest of the stuff because if you have a small fire, it's usually not a big deal. If it's contained, it's not necessarily the end of the world versus if you burn, burn the whole plant down, that can be very problematic. So same kind of thinking can be applied to asset protection from the real estate investing side of things. So it just made sense to me to bucket things in their own bucket, and keep them totally separate from my own assets. So therefore, if I did have a fire, quote, unquote, metaphorically speaking, or physical one, as any listeners of the pod know, that I've had to, it doesn't affect the rest of my building, so to speak, the rest of my net worth or my nest egg. So just keeping things separate made sense to me and so there's financial burdens that go along with that in order to have own and maintain an LLC. There's a cost associated with that. That overhead was worth it to me to mitigate that risk exposure. Emil: Yep, makes sense. So did you did you set up an LLC before you bought your first property? Did you buy a property and then like quitclaim it in? What was what was your timeline for LC? Michael: Yeah, so my very first two properties were Southern California single family homes, and so they didn't cashflow very much. If you live in California, the LLC has to be registered in California from everything I've been told and heard, if someone has a way around that I've been asking for years, let me know, I would love to not have to give California State Government 800 bucks a year per LLC. So those first two investments, I just had my personal name, I had high liability limits on the insurance policies themselves, like on the dwelling itself and then I also got an umbrella that sat on top of that, because that just made me comfortable on an umbrella for anyone who doesn't know what it is. It's basically a liability only policy that will sit on top of your existing policies and give you have limits across the entire portfolio and so the dwelling policy itself has a liability limit attached to it and so for me, I think I had like $2 million of coverage, or maybe 1 million on the dwelling and then I had an additional, I think, one or 2 million as an umbrella and so that can be applied across multiple properties but that dollar limit is like all that the insurance company would pay out in in any given occurrence and they also have an annual limit that they'll pay out in any given year. Emil: Right, that's my current setup, I never LLC seed, I wanted to at some point, but… Michael: Oh, good verb. Emil: What LLC seed? Michael: Yeah, you heard it here first folks, see new, new real estate investing verb… Emil: Yeah, don't trust the words that make up. So I wanted to, but decided to just, I had an umbrella policy from the beginning on top of, you know, regular rental property insurance. So that's still my setup. Michael: I think it makes sense for a lot of people and so you have to like understand what is entailed and what are the risks and benefits of having an LLC versus not having an LLC and just weigh the pros and cons? I definitely don't think it's you, like, thou shalt have an l like, no, you don't, I don't think you need one, necessarily. You just have to make sure that you understand again, what are the pros and cons for your situation and so it wasn't until I bought my third property and that was out of state that the cash flow cumulatively between all three was enough to support the 100 bucks a year payment. So that's when I did the whole LLC thing. Emil: Yeah. Yep, that makes sense. I probably say, this is just my opinion, not legal advice, or anything. I probably say, once you're, when I did it, my net worth wasn't very big. I didn't feel like I had a lot to lose. I feel like when you start having more to lose, right, you're like, someone could personally come after more, probably a very, very good idea to make sure you have an LLC. So at the bare minimum, that's, you know, my opinion. Michael: Yeah, totally and I mean, talk to like, talk to a legal expert, and get an understanding because they can really give you the breakdown, hey, this is this is what's exposed, or this is what's protected with an LLC, because the one thing I really hate to see as someone open an LLC, especially themselves think that they're totally protected, and then get totally shafted, you know, in a lawsuit or that sort of thing. So you really want to understand because you're setting up this system to protect yourself and your family and the assets, like spend the extra couple 100 bucks, whatever it is to do it right, and make sure that truly you have an understanding and a grasp of what is this doing and what are its limitations? Emil: For sure, so that's a good segue. So at what point did you decide to LLC you, about the SoCal properties, didn't have an LLC. Michael: So it was after that third, the third property that I purchased at a state, the cashflow was then enough on that, and then the other two, cumulatively to support that 800 bucks a year LLC payment to California. So at that point, I said, okay, let's move everything, put it into the LLC and now that'll kind of be its own standalone thing and so that that just made sense at the time and so I kept a very similar insurance policies structure, where I had the same liability limits on the property itself and then I also had the umbrella for the LLC that sat over those three properties. Emil: Got it, okay… Michael: Because I'm neurotic. Emil: So, I think you're just being smart. So walk us through that you because now that you have properties, you have to do what's called a quitclaim of the deed, right from your name into the LLC. So we'll get to that but what did you do? Did you hire a lawyer? Did you just go on, like Rocket Lawyer or one of those online? How did you do it? Michael: Yep. So I did it myself. I went on, like I think was like LegalZoom, or one of those type situations where you can set up your own LLC. In hindsight, I probably wish I had used an attorney, just because it was totally brand new and I was worried about making the wrong choice or selecting the right things. So in hindsight, I wish I would have spent the extra money just to have it done, right but for the quit claiming process, I use an attorney and we've had her on the podcast before Kelly Chrisman. She's amazing, she's awesome, really well versed and all this sort of stuff. So for the two properties I owned, I quit claimed those into the LLC and for this third property, I knew I wanted to basically start an LLC to take property ownership and so I actually did that concurrently, while I was in escrow and got the LLC opened before the property closed. So that actually took title directly from the seller into the name of the LLC. Because the more you can keep your name off the chain of title, apparently that's more beneficial. So I was like, okay, like, I'll just do that because I wanted to do it anyhow. So instead of closing in my personal name, and quit claiming, I just went straight to the LLC and it was a private lending note. So that was no problem to close from the lending perspective in the name of the LLC Emil: God, okay, so that's, that was gonna be my next question is like, what are the differences in, like the process, when you buy in your personal name, I think you've highlighted on the first one, you can get a loan based on you, you as the individual, when you get in an LLC, it's a little bit different, right? Michael: Right, so my understanding and definitely chat with your lending partners professionals out there, but my understanding is that like the government subsidized conventional loans, the Fannie Freddie type products cannot be titled in the name of the LLC, they're not going to lend to the LLC, they're going to lend to Emile Shour, or Michael Albaum, or Pierre Carrillo as individuals, not as entities can, commercial mortgages, totally different space, different ballgame, we actually just recorded a podcast with a commercial lender and a conventional lender, their husband and wife team and so that was really interesting to kind of get both sides of that coin but if you're going to get a non-conventional mortgage, you can likely get one in the name of your LLC, or some sort of business entity and so I would just simply ask your lender, hey, this is what I'm trying to do. This is the goal I'm trying to accomplish. What's the best way to do this and if they say, well, you need to close in the name, or your personal name and you eventually want to get it to the LLC, ask them oh, hey, can I transfer to the LLC after the fact? Some lenders will say, no, you may not. Others might tell you, yeah, the loans closed, do whatever you want, we don't care. So that might affect your lending decision of who you ultimately get financing through because if someone tells you no, don't do that, do you really want to go get that loan from that lender might kind of make you take pause and think twice about it. So again, be super forthcoming with all the information, give them the goals, the strategies, the hopes, the wants to dreams, so that they can really help structure what loan product makes sense for you because if we just give them the transaction piece of it, and we're going to do something different down the road, it just, they're not giving you the best advice, because they don't have the whole picture. Emil: Got it, okay and so, if I have a brand new LLC, and I decide to get a loan, in the name of the LLC, if it's a brand new LLC, like how do lenders usually look at that brand new LLC, like, how do they deem it worthy of, of lending? Michael: Yeah, so they'll in that instance, likely look to you as the borrower, and just be like, do you have enough money to do this and we're gonna make you sign a personal guarantee. So you're still I mean, even if a meal shore LLC 123, doesn't can't pay the debt, like a middle shore, can we're coming after you directly and so new businesses new LLC, is are started all the time to take over property ownership or to receive property ownership, essentially and so I think that's something that they're used to, if they balk, and say, oh, you need two years of like business tax returns, like, obviously, new businesses won't have that and so ask them: Hey, how do we work around this? Can I give you a personal guarantee? What do you need from me to make this happen? Emil: Got it, okay. Good to know. Let's see what else we want to ask you. What other parts of the transaction are different? So financing can be some that you need to ask your lender might, you know could be different. What else was different about buying a property through an LLC versus in your personal name. Michael: The one of the main differences from a process standpoint, really nothing that the two are equivalent, you still get an inspection, you still negotiate with the seller. One thing I would definitely recommend people do is if they are considering purchasing in an LLC that might not be in existence yet. As you put your name on the purchase and sale agreement, put your name or assignee, and that basically allows you to assign the contract to someone else and so it's something that wholesalers might do and if someone asks about it, just say like, no, I'm just not sure it's either gonna be B, or my LLC. I'm just not sure yet. I haven't created it yet and that way, you can assuage any fears that oh, someone's trying to wholesale this deal on me but that makes it super easy for once you open your LLC, you can now say, okay, it's not Michael Albaum, it's Michael Albaum, LLC, 123, whatever, whatever that entity is. And then the other thing to keep in mind is like the money flow, for how you physically need to purchase the property. So if you do purchase and close in the LLC, the money needs to come to escrow to the title company, from the LLC and so in your example in the like, you were asking, what if it's a brand new LLC, so if you're buying $100,000 property, and the bank's giving you a loan for 80, you're bringing 20, you Emil would transfer that 20 grand into the LLC bank accounts, which then that's where you're going to wire the money from to close the deal over to the escrow company as opposed to wiring it from Emil Shour checking account over to the escrow company. So you want to be able to show very clearly that this is the LLC is asset. This isn't a meal shores asset. Emil: Got it, I'm glad you gave us that note about either your name or assignee because you're right, a lot of wholesalers use that and it's funny, you bring that up, because on the Jacksonville property, we got a couple offers, and they had that language and we didn't choose some because we're like, you know, wholesaler like those deals can fall out, they have to go find a buyer and you know, not as strong as someone who's just coming to buy it. So like, if you mention, you know, if you're you have your agent mentioned to the selling agent, or whatever, that I'm putting that in, because it's going to be my LLC, it's gonna get looked at differently. So good thing to clarify when you write that offer. Okay, I think that was most of the questions I had for you. Any big lessons you had from the process? I think you mentioned a couple but if you could do it all over again, what you did differently? Michael: Yeah, I think I would just have an attorney do it from the start draft up the LLC documents. It's also super important to keep in mind of if you don't live in the same state as where the property is owned in the LLC. Like, what is the registration process look like and so I've done it both ways. I formed a California entity, and then registered as a foreign entity in the state where the property is owned. So for me that was like Kentucky, or Alaska or Ohio. I've also done it the opposite, where I formed the LLC in Ohio, and then registered as a foreign entity here in California and so again, not legal advice, definitely chat with a legal professional. But from my experience, the LLC needs to be registered in both locations in California, because that's where I live and in the state in which the property is owned as well and there are certain things, taxes forms filings that I have to maintain for both states, which are separate and distinct and so making sure that you're in compliance with the local state, governing rules and regulations around LLCs. You also need to have a Registered Agent. If you're not living in the same state in which the LLC is owning the property. You might even need a registered agent if you do live in that same state but basically what a Registered Agent is, is someone or some company that can receive court papers on your behalf really is what typically is getting served. Like, is there, like where do we send the mail to and so that's what a Registered Agent is. So there's businesses and services out there that can do that for you. I just use like a service provider that handles all that I've also used like my CPA or my property manager, that can also work but you just want to check and understand the local rules and regulations around who can and can't be a registered agent for you. Emil: Yep, illegal zoom all those internet you know, LLC providers, they usually have that as like an add on option as well. So if you're like how do I do that? They make it super easy, like very, very common thing and make it super easy for you. Michael: Yep… Emil: You know, if you do want to talk to a lawyer, your accountant a good accountant can be very helpful here as well. They don't bill you for a 30 minute consult, so accountant can be helpful here as you're trying to figure this stuff out as well. Michael: Absolutely, absolutely. Emil: Cool, man. I don't have anything else. I think that's probably a good spot. This was this was actually enlightening for me because I haven't gone I mean, I have an LLC for my business but not for a rental property. So this was this is good for me as well. Michael: Yeah, right, alright man. It got us all helpful. Emil: Thank you everyone for tuning in. Please, please, please leave us a comment. Let us know what you liked what you want to hear in future episodes, wherever you're listening to this and we will catch you on the next episode. Happy investing. Michael: Happy investing.
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.I’m excited to bring my conversation with Wesley Chan, founder and managing partner of his new fund FPV Ventures, which recently closed an oversubscribed $450M Fund 1. Wes brings a very unique lens to investing as he closely worked with the founders of Google (where founded Google Voice and Google Analytics), and went on to co-found GV before he joined Felicis Ventures. During his 13 year venture career, he has backed 20 unicorns and 5 decacorns, including Canva, Flexport, Guild Education, RobinHood, AngelList, Plaid, and Ring.During our discussion, we spoke about how he’s been able to have such a hit rate in his investing career, what being founder-friendly really means, and his time working with people like Sergey and Larry at Google as well as what he learned from Bill Campell. I really hope you enjoy our chat.About Wesley Chan:Wesley Chan is the Co-Founder and Managing Partner at FPV Ventures, a $450M early-stage fund that backs and serves mission-driven founders. He is an investor in five $10B+ "decacorns," his most notable being Canva where he is a member of the board of directors, led the Series A and C rounds, and is worth north of $40B. He founded Google Analytics and Google Voice and holds 17 US patents for his work in creating Google AdWords.Among Wesley's 20+ unicorn investments, he wrote the first or very early check into fintech API decacorn Plaid, logistics powerhouse Flexport, SMB payroll leader Gusto, enterprise software unicorn Lucid, and stock trading platform RobinHood (NASDAQ: HOOD)—and led investments in Canva, AngelList, Carta, Guild Education, Sourcegraph, Dialpad, RocketLawyer, Orca Bio, Checkr, CultureAmp, HyperScience, Zipline, Astranis, TrialSpark, and Ring (exit to AMZN). Business Insider named Wesley to their Top 100 Seed Investors list for two consecutive years in 2022 & 2021.He was formerly a Managing Director at Felicis Ventures and one of the first General Partners at GV (Google Ventures). He holds a Bachelor’s degree in Computer Science and Electrical Engineering from MIT and completed his Master’s degree at the MIT Media Lab.In this episode we discuss:01:22 Wesley’s path to becoming a VC05:03 The start of GV, and the early days05:59 How we got to current market conditions06:57 Why Wesley doesn’t have a thesis driven approach09:12 What he saw in the founders of Canva to give him conviction even when other investors would not invest12:46 How FOMO and being incremental are so detrimental in being a VC17:01 What is it about Wesley’s mindset that allows him to consistently be non-consensus20:48 Why $450M was the right fund size for FPV23:26 The ethos for FPV and how Wesley and his partner in FPV, Pegah Ebrahimi, decided to work together26:40 Why you don’t always need to be on a board to be helpful27:28 What founders really need from investors28:43 How FPV thinks about differentiating itself from bigger firms31:40 The impact of Bill Campbell on Google and also how he impacted Wesley’s style as an investor34:36 Where the market is right now and what the next few years look like I’d love to know what you took away from this conversation with Wesley. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you’d like to be considered as a guest or have someone you’d like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
LLCs, S-corps, leveraging credit cards, and the app your business needs - award-winning entrepreneur, Johanna Buchweitz, shares her expert advice on finance for business and how to get started for optimal growth. Don't miss the tools your business needs to supercharge success! IN THIS EPISODE, YOU WILL LEARN: About the premier Frankly Co. app for entrepreneurs The best credit card for those who travel An essential tool for managing your company's finances Why you need to ditch the debit card How to find the resources your business needs The #1 mistake business owners are making RESOURCES/LINKS MENTIONED: LegalZoom: http://www.legalzoom.com/ Rocket Lawyer: http://www.rocketlawyer.com/ Kabbage FundingTM : https://www.americanexpress.com/en-us/business/loans/kabbage/ Ep36: Maximizing Impact With Luxury Visual Branding – Johanna White: https://hammersnhugs.com/luxury-visual-branding-johanna-white/ The Lean Startup by Eric Ries | Paperback: https://bit.ly/3QBxO5a ABOUT JOHANNA BUCHWEITZ Johanna is the host of the Limitless podcast and founder of Frankly Co., an online community for driven female entrepreneurs. She is a strategy-loving, skilled investor and award-winning entrepreneur passionate about helping women in business get open, honest, and direct communication to achieve the time, money, and freedom they have always dreamed of. CONNECT WITH JOHANNA Website: Frankly Co.: https://franklyco.com/ Podcast: Limitless: https://franklyco.com/limitless-podcast/ The Kingdom Investor | PodcastTake your generosity to the next level, impact more lives and build a godly legacy! Listen on: Apple Podcasts Spotify Healthy Lifestyle Solutions with Maya AcostaAre you ready to upgrade your health to a new level and do so by learning from experts...Listen on: Apple Podcasts Spotify Couture & ConstructionWeekly conversations about luxury building & design. Brought to you by Textures Nashville.Listen on: Apple Podcasts Spotify
Will Apple be found liable for the permanent hearing loss suffered by a 12-year-old boy wearing AirPods during an Amber Alert?Google does an about-face when it comes to allowing users to keep their free legacy G Suite Accounts. It does make you jump through a few hoops though.The Great Resignation is real and it is creating real opportunities for underrepresented communities in IT. And, this week's Spotlight focuses on Charley Moore, Founder, and CEO of Rocket Lawyer.Link to Show Notes See acast.com/privacy for privacy and opt-out information.
In this episode Blair and Emily battle through the rigors of having covid to bring you the top 5 important steps to setting up your business legal and tax structure correctly. By addressing these 5 steps, you will set your business up with the right legal structure to begin with.See our resource website at: https://www.emilyandblair.com To view the episode on YouTube, go here: https://youtu.be/Pz8EHhZ4v-0Remember to subscribe to our YouTube channel to watch our episodes. https://www.youtube.com/channel/UCWzmflXPcJlmMyAC2TBG_BA Other references mentioned in this episode:Company set up - Zen Business: https://bit.ly/3rJNBnsLegal set up - Rocket Lawyer: https://bit.ly/37tLZrnAccountants - Bench: https://bit.ly/3K3XKlwInsurance - Commercial Insurance: https://bit.ly/3xKLbcgBanking - Wise: https://bit.ly/3xMbKhi
IN THIS EPISODE YOU'LL LEARN:03:18 - Who is Warren Buffett and Charlie Munger?03:18 - How did they influence each other's investing approach?06:36 - Who is Benjamin Graham and what was his impact on Buffett?08:46 - What is value investing and why is it relevant in today's market?25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it.37:20 - Why Buffett hasn't deployed BRK's large cash pile amid the COVID crisis.43:51 - Why investors shouldn't just copy Buffett's stock picks.45:20 - What has been the leading cause for Buffett's underperformance over the last decade?52:22 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following.57:08 - The future of BRK and if it will survive without Buffett and/or Munger.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCES:Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Adam Mead's book The Complete Financial History of Berkshire Hathaway.Mead Capital Management website.The Oracle's Classroom YouTube Channel. Stig Brodersen and Preston Pysh's book Warren Buffett Accounting Book.Support our free podcast by supporting our sponsors.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Invest in crypto and trade it without tax headaches with AltoIRA.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Design is already in your hands with Canva. Start designing for free today.Read this episode's transcript and full show notes on TIP.Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook Connect with Robert: Instagram | Twitter | LinkedIn | FacebookSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 06:02 - Why many people should put more focus on growing their income to build wealth.06:02 - How one should go about building additional income streams on the side.15:46 - How using the 2x spending rule can help you eliminate guilt in making larger purchases.29:54 - Nick's thoughts on what to do with money intended to be used as an emergency fund or a home down payment.44:27 - Why Dollar-Cost Averaging is better than trying to time the market.54:04 - Why you should reconsider maxing out your 401k if you're currently doing so.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out Nick's new book, Just Keep Buying.Check out Nick's blog, Of Dollars and Data.Related episode: MI115: Young Investors Getting Started w/ Kelly Lannan.Related episode: MI143: Good Money Revolution w/ Derrick Kinney.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Invest in crypto and trade it without tax headaches with AltoIRA.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Design is already in your hands with Canva. Start designing for free today.Read this episode's transcript and full show notes on our website.Connect with Nick: Website | Twitter | LinkedIn Connect with Robert (@therobertleonard): Website | Instagram | TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 01:52 - What SPACs are and how they work.09:16 - Why some companies would prefer to IPO through a SPAC rather than the traditional IPO process.19:27 - Why the incentive structure of the SPAC IPO process is sub-optimal.31:09 - How pre-merger SPACs offer an interest risk/return profile.49:21 - David's thoughts on the overall current market environment.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out CrossingBridge Advisors.CrossingBridge's SPAC Videos & Pre-Merger SPAC ETF.SPACinformer.com.Related episode: MI086: SPACs And Electric Vehicles w/ Peter Cuneo And Avinash Rugoobur.Related episode: TIP381: High Yield Masterclass w/ David Sherman.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Invest in crypto and trade it without tax headaches with AltoIRA.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Design is already in your hands with Canva. Start designing for free today.Read this episode's transcript and full show notes on our website.Connect with David: Website | LinkedIn Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 01:54 - What the BRRRR strategy is and how it works.01:54 - How to use the BRRRR strategy to reduce your down payment.04:58 - Which items should be fixed during a rehab?19:45 - How to find and vet contractors.39:32 - How to protect yourself from getting ripped off by contractors.46:07 - How to challenge an appraisal and why you might need to.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert Leonard's book The Everything Guide to House Hacking.Learn about our Investing Starter Packs on real estate.A brand-new newsletter all about house hacking.Jay Papasan's book The Millionaire Real Estate Investor.J Scott's book The Book on Estimating Rehab Costs.Mark Ferguson's book The Book on Negotiating Real Estate.All of Robert's favorite books.Support our free podcast by supporting our sponsors.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Invest in crypto and trade it without tax headaches with AltoIRA.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.The interval fund, a breakthrough innovation. Only at Mackenzie.Connect with Robert (@therobertleonard): Website | Instagram | TwitterConnect with Andresa: Website | Instagram | FacebookSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE YOU'LL LEARN:09:49 - How should one think about valuation of growth and SaaS companies?09:49 - What to look for when analyzing a company. 29:29 - When do you take a position, and should you scale? 37:17 - How has Coronavirus impacted the investing landscape? 40:55 - Some of Austin's favorite stock picks.44:03 - Valuable advice for investing in the stock market.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCES:Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Get a FREE audiobook from Audible.Millennial Investing Podcast with Simon Erickson.Brian Overby's book The Options Playbook.Tobias Carlisle's book Quantitative Value.Guy Spier's book The Education of a Value Investor.Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.Support our free podcast by supporting our sponsors.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code wsb120 to get $120 off over your first 5 weeks of meals.Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalShake up your protein Ritual and get 10% off during your first 3 months today!Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Have a business checking that's built for you, will go the distance with you, and admires your brave - Novo. The Investor's Podcast Network listeners get access to over $5,000 in perks and discountsCanada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Find Pros & Fair Pricing for Any Home Project for Free with Angi.The interval fund, a breakthrough innovation. Only at Mackenzie.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Get daily content from Robert on Instagram @therobertleonardRead this episode's transcript and full show notes on TIP: theinvestorspodcast.com/millennial-investingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 01:50 - Oakmark's criteria for a quality value investment.07:44 - What it means to have a bottoms up investment approach rather than a top down approach.15:39 - Why Netflix qualifies as a value investment for Oakmark.19:30 - Tony's thoughts on the volatility of the stock's price action.32:49 - How Tony thinks about valuing Netflix.38:20 - Tony's thoughts on a recent addition to Oakmark's holdings - Willis Towers Watson.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out the Oakmark Funds.See Oakmark's Commentary.Related episode: MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas.Related episode: TIP430: From Facebook to Meta and Beyond w/ Bill Nygren.Get a FREE audiobook from Audible.Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code wsb120 to get $120 off over your first 5 weeks of meals.Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalShake up your protein Ritual and get 10% off during your first 3 months today!Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Have a business checking that's built for you, will go the distance with you, and admires your brave - Novo. The Investor's Podcast Network listeners get access to over $5,000 in perks and discountsCanada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Find Pros & Fair Pricing for Any Home Project for Free with Angi.The interval fund, a breakthrough innovation. Only at Mackenzie.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Read this episode's transcript and full show notes on our website.Connect with Oakmark: Website | Twitter Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 09:48 - Why Fidelity chose to offer services for Bitcoin only, and none of the other digital assets.13:47 - Why institutions are interested in buying Bitcoin for their company's balance sheet.23:45 - Why Bitcoin should be considered separately from all other digital assets from an investment standpoint.29:00 - Why decentralization and network effects are critical aspects of Bitcoin's value proposition.41:07 - Chris and Jack's thoughts regarding common criticisms of Bitcoin.44:24 - Things happening in the Bitcoin space that makes Chris and Jack most excited about its future.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out the Bitcoin First Whitepaper.Check out Fidelity Digital Assets' Website.Follow Fidelity Digital Assets on Twitter.Related WSB Episode: BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer.Related Episode: MI128: Why Buy Bitcoin w/ Andy Edstrom.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code wsb120 to get $120 off over your first 5 weeks of meals.Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalShake up your protein Ritual and get 10% off during your first 3 months today!Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Have a business checking that's built for you, will go the distance with you, and admires your brave - Novo. The Investor's Podcast Network listeners get access to over $5,000 in perks and discountsCanada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Find Pros & Fair Pricing for Any Home Project for Free with Angi.The interval fund, a breakthrough innovation. Only at Mackenzie.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Read this episode's transcript and full show notes on our website.Connect with Fidelity Digital Assets: Website | Twitter Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN:02:49 - Why technology took so long to enter the real estate industry.04:33 - How technology is being applied to the real estate industry now.06:07 - What AI and machine learning are.14:29 - What future technologies with come to the real estate world.23:28 - How short-term rentals work and how a new syndicate model can be applied to them.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more content from Robert.Learn about our Investing Starter Packs on real estate.Robert Leonard's book The Everything Guide to House Hacking.Gary Keller's book The Millionaire Real Estate Investor.The Truth About Airbnb Investing w/ Travis Zappia.Flipping Is A Job, Rentals Are Investing w/ Kirby Atwell.All of Robert's favorite books.Support our free podcast by supporting our sponsors.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code wsb120 to get $120 off over your first 5 weeks of meals.Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalShake up your protein Ritual and get 10% off during your first 3 months today!Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Have a business checking that's built for you, will go the distance with you, and admires your brave - Novo. The Investor's Podcast Network listeners get access to over $5,000 in perks and discountsCanada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Find Pros & Fair Pricing for Any Home Project for Free with Angi.The interval fund, a breakthrough innovation. Only at Mackenzie.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Connect with Robert (@therobertleonard): Website | Instagram | TwitterConnect with Giri: Website | Twitter | LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ryan Reiffert, PLLC – The Confident Retirement Podcast with Kris Flammang Episode 035 Personal attention has no substitute with Ryan Reiffert, PLLC Ryan Reiffert, PLLC, is a business lawyer based in San Antonio, Texas. Ryan studied law at NY University, worked in NY City and became in-house counsel for a tech start-up. After working in some of the largest firms in the world, Ryan took control over his time and serve those back in his hometown, following his motto of “personal attention has no substitute.” Ryan, an entrepreneur himself, enjoys serving startups and small businesses. In our conversation, we discuss his journey to becoming a startup, along with pointing out issues that small business owners may not consider when establishing their entity. Highlights of our conversation include: His company focus on business law and estate law. Why personal attention has meaning in his business. Educating clients on things to consider when establishing their business. The pros and cons of online service providers like Legal Zoom and Rocket Lawyer. The difference between knowledge and wisdom. Enjoy the show! Connect with Ryan: Website: https://ryanreiffert.com/ YouTube: https://www.youtube.com/channel/UCQmTUt5eKgOLd6SPueAQF7g Connect with Kris Website: https://www.lpfadvisors.com/ LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/ Twitter: @kflammang Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch this Episode on YouTube This week, host Greg Benevent interviews Donald Brown of Credit Pros LA about how you can become "financially literate", how to repair bad credit, how to plan for your future financially, when to start looking at your Will and Trust, as well as the many services Credit Pros LA offer including their newest feature to help with all your legal needs, Rocket Lawyer. Ready to get started? Visit Credit Pros LA's website. At Credit Pros LA, our company is all about educating consumers. Since the beginning, our goal has been to help folks to minimize and even get rid of financial uncertainty. Moreover, it's not about just doing that today, but building a plan to be able to do it for tomorrow as well. That way, you can have the kind of peace of mind you're looking for. All of that having been said, that's more what we do than who we are. Many of us here at Credit Pro are people who've used the programs. We know what it's like to live paycheck to paycheck. Paying rent month after month without building credit or a future. Struggling to find adequate healthcare, dealing with perhaps sub-optimal credit scores, and more. Now, we want to help folks with all of those, as well. By providing a better experience for people whose “shoes we've been in,” we can help them to change their financial future for good. For more information, visit Credit Pros LA. Website Depot has been listed as one of Inc5000's fastest growing private companies in America. See us on the list here. --- Podcast by Website Depot Digital Marketing Agency Search Engine Optimization (SEO) Google Ad Campaigns Social Media Marketing Branding & Reputation Management Local SEO
IN THIS EPISODE YOU'LL LEARN:7:10 - How to overcome adversity and use it as fuel to succeed20:35 - Why your personal development impacts your investing and business success22:04 - Why you need a mentor25:58 - How a mentor can be virtual today32:35 - How to measure your success in life, outside of just moneyAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet a FREE audiobook from AudibleLewis Howe's movie Chasing GreatnessLewis Howes' book The Mask of MasculinityLewis Howes' book The School of GreatnessGary John Bishop's book End Self-Sabotage and Demand Your Life BackHal Elrod's book Miracle MorningDavid Goggin's book Can't Hurt MeAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionPut your best face forward with Cardon, the award-winning cactus-based skincare for menAutomate your key business processes, and close your books in a fraction of the time with NetsuiteIf you want to learn how to bootstrap or create a magnetic brand, then listen to Secret Leaders wherever you get your podcastsMake it simple to hire and manage remote employees across all 50 states with Justworks.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Read this episode's transcript and full show notes on our website.Connect with Lewis: Website | LinkedIn | TwitterConnect with Robert: Website | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 3:50 - What made Shinobu want to branch out on her own despite doing so well in the corporate world as a financial advisor5:51 - What made Shinobu want to write another book about money and what guided her to make it different from the rest 8:09 - How Shinobu has been seeing the relationship between money and women change over the last few years and how she expects this to continue to evolve into the future9:44 - Where Shinobu thinks new investors should start with their money journey and build a foundation12:46 - How a budget allows people to actually live a better, happier lifestyle, rather than feeling constricted23:23 - How people can pick the right investment strategy for them once they've got their personal finances in order and are ready to start building a house and their investments28:24 - Where a financial advisor comes in when it comes to all aspects of money (i.e. personal finance, investing, insurance, etc.) and if everyone really needs one 32:49 - If millennials should prioritize saving and investing over reducing debt, or if they should focus on their debt firstAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleCheck out our Investing Starter Packs about business and financeShinobu Hindert's book Investing is Your SuperpowerMorgan Housel's book The Psychology of MoneyJL Collin's book The Simple Path to WealthThomas Stanley and William Danko's book The Millionaire Next DoorRamit Sethi's book I Will Teach You To Be RichAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionPut your best face forward with Cardon, the award-winning cactus-based skincare for menAutomate your key business processes, and close your books in a fraction of the time with NetsuiteIf you want to learn how to bootstrap or create a magnetic brand, then listen to Secret Leaders wherever you get your podcastsMake it simple to hire and manage remote employees across all 50 states with Justworks.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Read this episode's transcript and full show notes on our website.Connect with Shinobu: Website | Instagram | FacebookConnect with Robert: Website | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN: 1:33 - If one receives tax benefits in the US when investing in real estate through a self-directed IRA4:47 - How to actually get the money out of SDIRAs and into one's investments5:21 - If it's possible for someone who already owns a real estate property to transfer it to their SDIRA7:11 - What Peter Thiel did to amass a fortune using a SDIRA26:27 - What all the different ways are to invest in real estate using a SDIRA27:25 - The process for acquisition if an SDIRA has enough money to buy a real estate property in cash28:19 - What the average closing period is for buying a real estate asset using a SDIRA30:01 - If it's possible to leverage or use debt to buy real estate properties using a SDIRA36:20 - If using a SDIRA limit the type of property that can be bought and if investors are restricted to residential properties42:28 - If you can buy real estate internationally using a SDIRA43:38 - The process for raising money from outside investors that are leveraging their SDIRAs to buy real estate deals 44:22 - What the best way is for a real estate investor who's looking to raise capital for a deal to easily and effectively educate a third-party person, and how they can convert their other retirement accounts into a SDIRA to invest in real estate deals47:23 - What Unrelated Business Income Tax (UBIT) is and how it impacts investors who use a SDIRA to buy real estateAnd much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet more FREE content from RobertGet a FREE audiobook from AudibleCheck out our Investing Starter Packs about business and financeSelf-Directed IRAs – The Basics Guide5 Steps to Investing in Real Estate with a Self-Directed IRA GuideHow to Invest in Real Estate with an IRALord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy BankPeter Thiel's book Zero to OneMatt Faircloth's book Raising Private CapitalRamit Sethi's book I Will Teach You To Be RichAll of Robert's favorite booksSupport our free podcast by supporting our sponsorsSave with a credit union that helps you build financial confidence with Navy Federal Credit UnionPut your best face forward with Cardon, the award-winning cactus-based skincare for menAutomate your key business processes, and close your books in a fraction of the time with NetsuiteIf you want to learn how to bootstrap or create a magnetic brand, then listen to Secret Leaders wherever you get your podcastsMake it simple to hire and manage remote employees across all 50 states with Justworks.Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer.Read this episode's transcript and full show notes on our website.Connect with Bill: Website | Facebook | LinkedInConnect with Robert: Website | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In today's episode, Trey Lockerbie sits down with Chief Investment Officer and New York Times bestselling author, Robert Hagstrom. Robert has written multiple books, especially on Warren Buffett including The Warren Buffett Way, The Warren Buffett Portfolio, Investing The Last Liberal Art, and his latest book Warren Buffett: Inside The Ultimate Money Mind. IN THIS EPISODE, YOU'LL LEARN:(05:08) The evolution of Warren Buffett's investing style(03:07) The meaning behind the phrase “Money Mind” that Buffett coined(15:53) What Robert learned from investing alongside Bill Miller and more*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance ToolHave high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafoodCommunicate your ideas in the best way possible with CanvaCheck out Kraken's industry-leading exchange where you can buy BitcoinTeach kids good money habits the fun and easy way with GoHenry's debit card for kids and app for parents. Get one free month with promo code WSBAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrJoin OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much moreSavor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign upThank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% offMake documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial todayGet three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private onlineBrowse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In today's episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the opportunity to dig deeper on SPACs with Andrew, who is currently running a SPACs focused fund. This episode has been recorded in early June and a few weeks later, Pershing Square announced a 10% SPACquisition of Universal Music Group, which was not listed in the rumored roster of prospects, but makes the conversation even more interesting.IN THIS EPISODE, YOU'LL LEARN:(02:07) Billionaire Bill Ackman's comparison of the typical SPAC with the Pershing Square Tontine SPAC and why Andrew calls it a "unicorn" SPAC(22:43) Discovery Channel and Warner's recent merger(22:43) The collapse of Archegos*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESRangeley Capital WebsiteAndrew's Yet Another Value PodcastAndrew's Yet Another Value BlogPreston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance ToolHave high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafoodCommunicate your ideas in the best way possible with CanvaCheck out Kraken's industry-leading exchange where you can buy BitcoinTeach kids good money habits the fun and easy way with GoHenry's debit card for kids and app for parents. Get one free month with promo code WSBAccess conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with QuartrJoin OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much moreSavor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign upThank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% offMake documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial todayGet three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private onlineBrowse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN:Learn about Jason's first company that he sold for 300 millionJason's thoughts about growing a business to a national levelJason's thoughts on leadershipHow Jason started his Bitcoin mining businessHow Jason got involved with Morgan Creek CapitalJason's thoughts on Bitcoin mining and ChinaChina's hash rate migration to other domainsJason's thoughts on El SalvadorJason's best advice to new BitcoinersBOOKS AND RESOURCESJason's Twitter accountJason's Book on AmazonCheck out Kraken's industry-leading exchange where you can buy BitcoinJoin OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much moreUncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast appSavor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign upMake documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial todaySimplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORSBring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private onlineGet into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial todayBrowse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsPrivacy Policy and California Privacy Notice.
Guest Charley Moore, Founder and CEO of Rocket Lawyer, talks about starting his company as an underrepresented founder.
Jill Friday - So Much Fun Looking at Our Properties (LA 1483) Transcript: Steven Butala: Steve and Jill here. Jill DeWit: Hey. Steven Butala: Welcome to the Land Academy Show, entertaining land investment talk. I'm Steven Jack Butala. Jill DeWit: And I'm Jill DeWit, broadcasting from sweet Scottsdale, Arizona. Steven Butala: Today, Jill and I talk about how it's Jill Friday and how much fun we have looking at our properties right now. Jill DeWit: Kind of eating your words. Steven Butala: I thought you said never go look at your properties. You should never leave your desk. Jill DeWit: Yeah, you lose money. Steven Butala: Well, this is the way we do it, it's kind of fun. Before we get into it, let's take a question posted by one of our members on the landinvestors.com online community. It's free. If you're already a member, please join us on Discord. Jill DeWit: Of Land Academy. That's right. Steven Butala: You will learn stuff. I learn stuff every day. Jill DeWit: Cool. Dave wrote, I've got several sellers lined up from my first mailing and I wonder which deed to create and mail to the notary for the transfer? The initial deal is from a seller who's owned the property since the early 90s, and the county website says he purchased a quick claim deed following a public auction. I just told him I would send him a deed to sign without bothering to figure out what kind of create. How do you decide which deed to use? I use DeedPerfect. Steven Butala: Whatever it spits out. Jill DeWit: Yeah. For the most part. For the most part, hold on a moment. Steven Butala: DeedPerfect is a site that we own. Jill DeWit: Let's just say, because most of the time, you do need to check and make sure, but usually most of the time it's a normal transfer. Where'd you go? And it's saying California. It's a grant deed. Other places, it's a special warranty deed. That's usually what we're doing. I'm not going to do another quick claim deed, that's used for a certain situation. [inaudible 00:01:52] back up, Dave, first just kind of researching, it's really easy to, research in google types of deeds and what they mean. Steven Butala: It's very state specific. Jill DeWit: You need to first understand what is a warranty, what's a quick claim deed, what's a trust deed. There's different kinds of deeds, treasurers deed. Just because they obtained the property that way, this is one of the mistakes that I made originally. I had a property, I'm looking at a treasurer's deed, and I was brand spanking new at this. And I thought, okay, you always copy the same deed before. So I'm redoing it and I called it a treasurer's deed. I'm not a treasurer, I don't do a treasurer's deed. So, you just need to understand what the deeds are, first of all, and who uses them. Steven Butala: Thank you for not asking me which one to use. Jill DeWit: Oh, you're welcome. Steven Butala: I really appreciate that you don't ask me that. Jill DeWit: I learned, I learned, like, oh, so I'm not a treasurer so you don't use a treasure's deed. That's just how they bought it. Now, when I sell it, now it goes to a special warranty deed. Say if it's that appropriate state, California might be a grant deed. So my cheat sheet, first of all is, I use DeedPerfect because for the 99% of normal transactions that you're doing, the deed is universal and it can be found in deedperfect.com. And we made this site to solve this problem for everybody. If you're a Land Academy member, it's free. Everybody else is like a hundred bucks. Rocket Lawyer, and those guys are like 200 bucks, or it's like a couple hundred bucks for one deed. Ours are $99, that's it. Steven Butala: We got tired of doing our own deeds. We were doing so many deeds that we said, you know what, we need to build a site and we're not going to pay Rocket Lawyer or whatever else. The way that those sites are set up, it's not set up for what we do. Jill DeWit: It's not to spit out a deed, I don't know what it's used for,
This is the final post in our part time work from home jobs series, What You Need to Start. I must say this series has made me very excited for you. I hope that I have offered you the help that I couldn't find when I started out. It is not easy starting your own business, but you can do it. Part 1: https://lifeunboxed.blog/part-time-work-from-home-job-part-1-prepare-before-you-take-the-leap/Part 2: https://lifeunboxed.blog/part-time-work-from-home-job-part-2-start-a-virtual-assistant-business/Show notes and links: https://lifeunboxed.blog/part-time-work-from-home-jobs-part-3-what-you-need-to-start/RESOURCES MENTIONED IN THE VIDEO:Need a website: https://www.jodierperry.com/Sample Agreement: https://lifeunboxed.blog/virtual-assistant-templates/Rocket Lawyer: https://www.rocketlawyer.com/ ~~~CHECK OUT LIFE UNBOXED MERCHANDISE AND GET SOME GREAT MOMBOSS SWAGhttps://teespring.com/stores/life-unboxed-blogMOMS RUN ON COFFEE. BUY JODIE THE MOM ONE.https://ko-fi.com/lifeunboxedblogABOUT JODIE THE MOM:To learn more about Jodie, please visit: https://lifeunboxed.blog/about-the-mom-work-from-home-mom/To learn more about Life Unboxed blog, visit: https://lifeunboxed.blog/about-the-blog-working-from-home-with-kids/ Support the show (https://ko-fi.com/lifeunboxedblog)
Podcast Title: What time is it? Knowing the time of your RESET requires you to look beyond the distractions and face the real conflicts in your life so that YOU can reach your ultimate goals. Reaching your ultimate goals means that more of us can see the road ahead. SEEING IS BELIEVING FOR MANY. About the NarrowRoad™ The NarrowRoad™ is a meta-pattern, which is a pattern of patterns about faith, finance, legacy, business, and the many things that reside in between. Explored through frameworks, journeyers are guided on culturally relevant ways to define and pursue wealth their way. Click here to buy the book. About the June Reset Series: A #RESET is a time to reflect on ways to “do things differently” to navigate a road many have traveled from your unique perspective capitalizing on the inherited opportunities of the time you have been given to do so. The June #Reset is all about resetting our vision for the future post the 400 years journey we have just ended. Link 1: Join the Journey The Juneteenth RESET is a 5 part series — join the journey to learn lessons from our history. Link 2: The Reset Vision Survey Click here to take the RESET VISION Survey Link 3: Plan to ensure your legacy wealth continues Learn about the Legacy of Wills Start Writing Your Will Today Link 4: More about the Reset Podcast Series Click here for a Video Overview of the RESET Series Click here for updates on the Podcast and related events Financial News to Use Financial Wellness in the Time of COVID-19 The financial impact of the coronavirus pandemic and resulting economic disruptions are staggering. Millions of Americans are facing unemployment, reduced hours, or—if they're self-employed— a decline in revenue. As many businesses and financial institutions have been encouraged to work with consumers during this difficult time, you should not hesitate to contact your lenders, your landlord, or your utility providers if you or your household are facing hardship due to COVID-19. Below, are answered several common questions about managing finances during this challenging time from RocketLawyer.com (a black-owned company). Wellness in the Time of COVID COVID19 Legal Documents for Families COVID19: Get legally Prepared Framework Introduced in this Podcast: VisionReset Along the NarrowRoad™, there is a framework for vision that consists of ideas dreams, missions, purpose, and promise. This podcast invites you to think about your inherited time to RESET thee vision for the future and its various time, chances and seasons in this way: Ideas are the grandfather and mother of great things, Dreams — the father and mother of opportunities Missions — the aunties and uncles of progress, Purpose — the cousins that keep us connected for such a time as this. A Promise allows us to recognize that while things take time, legacy wealth is well worth the wait. Hindsight is always 2020. There is nothing new under the sun, except for one thing — your RESET perspective. Framework Reflection to Consider (Quiz) Ideas are glimpses of the future that has yet to come. QUESTION: What Idea have you been given during this global pandemic? QUESTION: How far into the future will it take for this idea to materialize? QUESTION: Will the impact of your ideas be realized in your lifetime or the next or beyond that? Dreams anchor us to a place and time — MLK dreamed of equality in America for his Children's generation, a dream whose pursuit that would impact us all for generations. What is your dream for now? What must you learn to feel more confident in its pursuit in this decade? Question about what time your RESET it is. As we reflect back 400 years, I want you to THINK About what you are igniting along the road ahead with your flame. Listen on Apple Podcasts, Stitcher, and TuneIn! Episode Sponsors This episode is brought to you by Torch Enterprises Inc. Torch stands for passing the torch from one generation to build legacy wealth via ownership and equity in our communities. For more information go to torch-enterprises.com. Links Mentioned in Episode The Narrow Road Guide to Legacy Wealth Announcements Click here to join the Jolly Journey Facebook Group! Social Media Jolly Journey Facebook - @JollyJourney Twitter - @PamelaJollyInstagram - @PamelaJolly Podcast music David Hilowitz - Gradual Sunrise
Successful people aren't martians! Success is possible for everyone. Jason Hartman speaks on taking advantage of a lucky situation by preparing for the opportunities that will inevitably drop into our lives. Then, Jason and George Gammon return for the conclusion of our three part story: the building blocks of the Jason Hartman Risk Evaluator. Jason also shares a modern day story taking place in Seattle, proving once again the risk of investing in a cyclical market. Key Takeaways: [3:45] The vast majority of us came from very humble beginnings [8:06] “Luck is what happens when preparation meets opportunity” - Seneca [10:24] The content is what happens, the context is the environment (our head) it happens in [17:45] The risk when investing is in high land values [18:26] Three types of markets: linear, cyclical and hybrid. What market is a preferred market for investing? [23:00] Low land value equals low risk, high land value equals high risk [28:10] Human biases: recency bias, sunk-cost bias, and certainty bias can all distract an investor Websites: www.JasonHartman.com/Properties The PropertyCast www.WeGoLook.com www.NoLo.com www.RocketLawyer.com www.Buildium.com
In Part 2 of this 3 part series, Jason Hartman breaks down the ingredients of a house, otherwise known as “the improvement.” Jennifer, the insurance agent, is a key to understanding the land versus improvement value, and George Gammon shares an exhausting experience with lot subdivision and development. Eric, the appraiser comes out with good news prompting the question, “how would you allocate the new value between the two primary components, land and improvement?” Key Takeaways: [8:13] CPA (Cost Per Action) and is it applicable in a Real Estate Investment [13:37] The ingredients of a house starting with raw materials [16:46] “When I'm looking at an income property... I look at it as though I'm buying a stream of cash flow.” [13:38] The ingredients of a house, labor costs [24:06] The ingredients of a house, regulations [27:20] The ingredients of a house, cost of energy [29:05] “How do I know the land value vs the improvement value?” Websites: www.JasonHartman.com/Properties www.WeGoLook.com www.NoLo.com www.RocketLawyer.com www.Buildium.com
Returning guest Adam Schroeder joins Jason Hartman for this episode, as the two discuss the steps for transitioning from professional management of rental properties to self management. Adam and his wife have 3 (going on 4) properties and are thinking that the time is soon coming to venture out on their own. But before doing that there are some important things to do like what information to get from your property manager, what kind of initial contact to have with the current tenant, finding forms and contracts when you're finding/reupping tenants, pet rent, and more. Key Takeaways: [3:36] Why Jason loves a good recession [8:29] Jason's been involved in around 10,000 real estate transactions [13:08] Sometimes removing a property manager actually makes things easier [16:27] The information you need to get from your current property manager if you're going to make a switch [21:26] A way to change your relationship with your property manager rather than completely ending it [24:09] Bad property manager reviews on sites like Yelp might be a good thing, that's why you have to read them [29:23] Insurance: individual policies or a commercial policy? Websites: www.JasonHartman.com/Properties www.WeGoLook.com www.NoLo.com www.RocketLawyer.com www.Buildium.com
Many attorneys are becoming increasingly concerned regarding automated online legal services such as Legal Zoom and Rocket Lawyer possibly overtaking the legal industry. This is a legitimate concern for not only attorneys but many industries as well. The reality is that with technology advancing at such a rapid rate, many services will become obsolete in a few years. So how do you make sure that your law firm does not go under, and you are not replaced when this happens? In this week's episode of The Ultimate Attorney Podcast, we discuss how to create a clear value proposition, innovate, and differentiate yourself so that you can capitalize on this shift. Click the link below to check out this weeks episode: https://www.ultimateattorneypodcast.com/episode-23
Returning guest Adam Schroeder joins Jason Hartman for this episode, as the two discuss the steps for transitioning from professional management of rental properties to self management. Adam and his wife have 3 (going on 4) properties and are thinking that the time is soon coming to venture out on their own. But before doing that there are some important things to do like what information to get from your property manager, what kind of initial contact to have with the current tenant, finding forms and contracts when you're finding/reupping tenants, pet rent, and more. Key Takeaways: [3:36] Why Jason loves a good recession [8:29] Jason's been involved in around 10,000 real estate transactions [13:08] Sometimes removing a property manager actually makes things easier [16:27] The information you need to get from your current property manager if you're going to make a switch [21:26] A way to change your relationship with your property manager rather than completely ending it [24:09] Bad property manager reviews on sites like Yelp might be a good thing, that's why you have to read them [29:23] Insurance: individual policies or a commercial policy? Websites: www.JasonHartman.com/Properties www.WeGoLook.com www.NoLo.com www.RocketLawyer.com www.Buildium.com
Part 1 of 2. How do lawyers compete with sites like LegalZoom and RocketLawyer who offer templated contracts for users at super cheap costs? It's not feasible at all for you to get your rates lower than what these sites are offering, and it's not what your goal should be. You shouldn't try to compete […]The post How To Compete With DIY Legal Websites, Part One – LFMM 223 appeared first on Spotlight Branding.
Flirt To Convert II (CFFL 538) Transcript: Jack: Jack Butala with Jill DeWit. Jill: Hey there. Jack: Welcome to the show today. In this episode Jill and I talk about Flirting to Convert. Two. Jill: Two. Where the- Jack: A lot of years ago we did a show called Flirt to Convert. It was really popular because, I think- Jill: It's just funny Jack: they want to hear Jill's take on flirting- Jill: Thanks Jack: to convert, let's just say. Before we get into it, let's take a question posted by one of our members on LandInvestors.com online community. It's free. Jill: Okay. Noam asked, "Hi Everyone. What templates do you chose to work with in order to complete a sale on terms, and where do you get them? For terms deals, I know I need a land contract, promissory note and purchase agreement (is this accurate?) I was going to use Rocket Lawyer or a similar website. Do you recommend going the Rocket Lawyer way? Do you mind sharing your own docs? Do I need to notarize my signature on any of these docs, or only does the buyer? Thank you." Jack: All good questions. Jill: All good questions. Jack: So, the program, the educational program that Jill and I provide on how to flip land which is on LandAcademy.com provides a library of contracts and agreements. They're examples. Jill: So you have all ours right there. Jack: Do you want to use those verbatim? No. You want to put your own twist on it, and make sure that the specific situation is reflected in there. Jill: Right, but the meat's there. Jack: Do you want to use Rocket Lawyer? Yeah, I've heard all kinds of good stuff. I've never pulled agreements down from there, but I'll tell yeah, you're doing the right thing here, asking this question on LandInvestors.com because everybody is- I mean there's people all over our group, hundreds of people that do agreements all the time so, someone's going to have a real good, up-to-date answer. We've been using the same agreements for quite some time, and it works for us. So, you're in the right hands, let's say. Jill: Exactly. Jack: If you have a question, or you want to be on the show, reach out to either one of us on LandInvestors.com. Today's topic, Flirt to Convert, at number two. This is the meat of the show. Jill, I know you have a tremendous amount of experience in sales, even right up to the last 20 seconds. Jill: What the heck? Jack: Me and the kids joke about it. If she's talking, she's selling us something. I don't even know I'm being sold something. Jill: Oh boy. Jack: She's selling me on putting her paja- Jill: We don't have a thing on you. I need to come up with one about you. Jack: She's selling me on putting my pajamas on. Jill: That's hilarious. Jack: She's selling me on what to eat for lunch today. Jill: No. Jack: When they were little. It's a compliment. Jill: No. Thank you. That's just called good parenting. And picking your battles. Jack: That's a good point. When is it sales, and when is it too sales-y, like used car salesmen, or when is it like- Jill: That's a good one. Jack: Or when is it healthy, helpful? Jill: Can I talk now?
Flirt To Convert II (CFFL 538) Transcript: Jack: Jack Butala with Jill DeWit. Jill: Hey there. Jack: Welcome to the show today. In this episode Jill and I talk about Flirting to Convert. Two. Jill: Two. Where the- Jack: A lot of years ago we did a show called Flirt to Convert. It was really popular because, I think- Jill: It's just funny Jack: they want to hear Jill's take on flirting- Jill: Thanks Jack: to convert, let's just say. Before we get into it, let's take a question posted by one of our members on LandInvestors.com online community. It's free. Jill: Okay. Noam asked, "Hi Everyone. What templates do you chose to work with in order to complete a sale on terms, and where do you get them? For terms deals, I know I need a land contract, promissory note and purchase agreement (is this accurate?) I was going to use Rocket Lawyer or a similar website. Do you recommend going the Rocket Lawyer way? Do you mind sharing your own docs? Do I need to notarize my signature on any of these docs, or only does the buyer? Thank you." Jack: All good questions. Jill: All good questions. Jack: So, the program, the educational program that Jill and I provide on how to flip land which is on LandAcademy.com provides a library of contracts and agreements. They're examples. Jill: So you have all ours right there. Jack: Do you want to use those verbatim? No. You want to put your own twist on it, and make sure that the specific situation is reflected in there. Jill: Right, but the meat's there. Jack: Do you want to use Rocket Lawyer? Yeah, I've heard all kinds of good stuff. I've never pulled agreements down from there, but I'll tell yeah, you're doing the right thing here, asking this question on LandInvestors.com because everybody is- I mean there's people all over our group, hundreds of people that do agreements all the time so, someone's going to have a real good, up-to-date answer. We've been using the same agreements for quite some time, and it works for us. So, you're in the right hands, let's say. Jill: Exactly. Jack: If you have a question, or you want to be on the show, reach out to either one of us on LandInvestors.com. Today's topic, Flirt to Convert, at number two. This is the meat of the show. Jill, I know you have a tremendous amount of experience in sales, even right up to the last 20 seconds. Jill: What the heck? Jack: Me and the kids joke about it. If she's talking, she's selling us something. I don't even know I'm being sold something. Jill: Oh boy. Jack: She's selling me on putting her paja- Jill: We don't have a thing on you. I need to come up with one about you. Jack: She's selling me on putting my pajamas on. Jill: That's hilarious. Jack: She's selling me on what to eat for lunch today. Jill: No. Jack: When they were little. It's a compliment. Jill: No. Thank you. That's just called good parenting. And picking your battles. Jack: That's a good point. When is it sales, and when is it too sales-y, like used car salesmen, or when is it like- Jill: That's a good one. Jack: Or when is it healthy, helpful? Jill: Can I talk now?
According to Rocket Lawyer, 64% of Americans don't have a will. There is a common misconception that if you don't have an estate tax problem you don't need an estate plan – or a will. The truth is that this couldn't be further from the truth. First, it could mean a lot of...
Some People Get it Some Don't Jack Butala: Some People Get it Some Don't. Every Single month we give away a property for free. It's super simple to qualify. Two simple steps. Leave us your feedback for this podcast on iTunes and number two, get the free ebook at landacademy.com, you don't even have to read it. Thanks for listening. Jack Butala: Steven Jack Butala for Land Academy. Welcome to our Cash Flow From Land Show. What's this Jack business? Jill DeWit: What? Jack Butala: We provide free information through this show and inspiration that helps you buy property for half. In this episode, Jill and I talk about how some people get it and some don't get it at all. I promise, Jill, that I'll be professional and as nice as possible today on this topic because ... Jill DeWit: Okay. Jack Butala: ... Some people don't get it and we're going to talk about it. Jill, it sounds like a fun, silly show. Before we start, let's take a question posted on Successplant.com by one of our members on our free online community. Jill DeWit: Okay. Bob from Pittsburgh asks, "So I'm currently in the process of setting up an LLC for my real estate investment company. I'm looking for recommendations as to which route I should take to set this up. I'm in a toss up between hiring a real estate attorney who will charge you about 500 dollars to file the paperwork, or choosing an online company like RocketLawyer or LegalZoom which only costs me less than half of what the attorney will charge. What should I do?" Jack Butala: Yeah, so I think the bigger picture question is here, what stuff do I hire out and what stuff do I do myself? Bob, if you're asking this question, chances are you probably shouldn't file the LLC by yourself and save some money. All this legal stuff, for me personally, I sub it out Jill. I get somebody else to do it. You can save a lot of money doing certain stuff yourself but it's got to be stuff that you're good at. Jill DeWit: Mm-hmm (affirmative). Jack Butala: If you're going to renovate a house and you're a contractor, you should be the contractor on the job. For me to renovate a house and to pick up a hammer is a super bad idea so I hire that out. Bob, if you're an attorney, do it yourself. If you can't stand the thought of legal stuff, like me, hire a lawyer. They should charge you about 500- 500 is pretty reasonable for that by the way. Jill DeWit: Mm-hmm (affirmative). Jack Butala: If you do it yourself it's about a hundred. Jill DeWit: Well yeah. This is something that we talk about all the time, like, "Okay, I spent 8 hours learning how to do X, oh great. Did I really save money?" No. Jack Butala: Exactly, Jill. That's a perfect way to say that, you nailed it. Jill DeWit: I didn't save any money. I would've been better off paying somebody else to do that because I'm over here doing this which I do well and does make money. Jack Butala: I hear you say this to customers all the time, or potential members. Jill DeWit: I do. Jack Butala: I started this in 1999 and almost 16 thousand deals later, I made a ton of mistakes, so you can do that. If you're thinking about getting into real estate investment, you can spend 15 years working it out ... Jill DeWit: I did. Jack Butala: ... Or you can buy some of our material, which in the scheme of things is pretty darn cheap, and skip 12 years. Jill DeWit: I did. I used that just recently, it was cracking me up. I'm like, "Well, you want to get to where we are? All right, well, talk to you in 16 years. Let me know how that goes." Jack Butala: If you have a question or you want to be on the show, call 800-725-8816 and get your game on. When you call that number we'll have you on the show. If you're a super boring Eeyore type person, don't even bother to pick up the phone. Jill DeWit: Hi. My name is Dan and I have a question.
Some People Get it Some Don't Jack Butala: Some People Get it Some Don't. Every Single month we give away a property for free. It's super simple to qualify. Two simple steps. Leave us your feedback for this podcast on iTunes and number two, get the free ebook at landacademy.com, you don't even have to read it. Thanks for listening. Jack Butala: Steven Jack Butala for Land Academy. Welcome to our Cash Flow From Land Show. What's this Jack business? Jill DeWit: What? Jack Butala: We provide free information through this show and inspiration that helps you buy property for half. In this episode, Jill and I talk about how some people get it and some don't get it at all. I promise, Jill, that I'll be professional and as nice as possible today on this topic because ... Jill DeWit: Okay. Jack Butala: ... Some people don't get it and we're going to talk about it. Jill, it sounds like a fun, silly show. Before we start, let's take a question posted on Successplant.com by one of our members on our free online community. Jill DeWit: Okay. Bob from Pittsburgh asks, "So I'm currently in the process of setting up an LLC for my real estate investment company. I'm looking for recommendations as to which route I should take to set this up. I'm in a toss up between hiring a real estate attorney who will charge you about 500 dollars to file the paperwork, or choosing an online company like RocketLawyer or LegalZoom which only costs me less than half of what the attorney will charge. What should I do?" Jack Butala: Yeah, so I think the bigger picture question is here, what stuff do I hire out and what stuff do I do myself? Bob, if you're asking this question, chances are you probably shouldn't file the LLC by yourself and save some money. All this legal stuff, for me personally, I sub it out Jill. I get somebody else to do it. You can save a lot of money doing certain stuff yourself but it's got to be stuff that you're good at. Jill DeWit: Mm-hmm (affirmative). Jack Butala: If you're going to renovate a house and you're a contractor, you should be the contractor on the job. For me to renovate a house and to pick up a hammer is a super bad idea so I hire that out. Bob, if you're an attorney, do it yourself. If you can't stand the thought of legal stuff, like me, hire a lawyer. They should charge you about 500- 500 is pretty reasonable for that by the way. Jill DeWit: Mm-hmm (affirmative). Jack Butala: If you do it yourself it's about a hundred. Jill DeWit: Well yeah. This is something that we talk about all the time, like, "Okay, I spent 8 hours learning how to do X, oh great. Did I really save money?" No. Jack Butala: Exactly, Jill. That's a perfect way to say that, you nailed it. Jill DeWit: I didn't save any money. I would've been better off paying somebody else to do that because I'm over here doing this which I do well and does make money. Jack Butala: I hear you say this to customers all the time, or potential members. Jill DeWit: I do. Jack Butala: I started this in 1999 and almost 16 thousand deals later, I made a ton of mistakes, so you can do that. If you're thinking about getting into real estate investment, you can spend 15 years working it out ... Jill DeWit: I did. Jack Butala: ... Or you can buy some of our material, which in the scheme of things is pretty darn cheap, and skip 12 years. Jill DeWit: I did. I used that just recently, it was cracking me up. I'm like, "Well, you want to get to where we are? All right, well, talk to you in 16 years. Let me know how that goes." Jack Butala: If you have a question or you want to be on the show, call 800-725-8816 and get your game on. When you call that number we'll have you on the show. If you're a super boring Eeyore type person, don't even bother to pick up the phone. Jill DeWit: Hi. My name is Dan and I have a question.
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