Know Your Why Podcast with Dr.Jason Balara

Dr.Jason Balara
Know Your Why Podcast with Dr.Jason Balara

Hosted by Dr. Jason Balara, this podcast aims at helping professionals finding their own purpose in life and create alternatives streams of income in order to reach their maximum potential.

  1. How To Build A 7 Figure Portfolio With or Without A W-2 with Ian Horowitz | Know Your Why #364

    1 DAY AGO

    How To Build A 7 Figure Portfolio With or Without A W-2 with Ian Horowitz | Know Your Why #364

    In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes Ian Horowitz, a seasoned real estate investor and entrepreneur, who shares his inspiring journey from firefighter to successful real estate investor. Ian’s initial goal was to acquire just 10 rental properties, but with a clear sense of purpose - his “why” - focused on supporting his family, employees, and investors, he grew his portfolio to nearly nine figures. He dives into how his investment strategy evolved over time, moving from single-family rentals to include self-storage and industrial flex space investments. Ian offers valuable advice to aspiring investors, emphasizing the importance of taking action and stepping off the sidelines to build a future in real estate. Key Highlights - A clear “why,” like supporting family and building a legacy, can drive real estate success. - Real estate investing isn’t passive; it takes hands-on work, resilience, and a commitment to continuous learning. - Flexibility in exploring asset classes like self-storage and industrial flex space can reveal unexpected growth opportunities. - A strong understanding of the local market and its progression can provide a significant edge in real estate investments. - Taking that first step—whether as a passive partner or active operator—is the key to getting started in real estate. Ian Horowitz’s journey underscores the impact of a strong “why” in real estate, with purpose, growth, and adaptability guiding his path to success. He shows that stepping off the sidelines and embracing the challenges of real estate investing can lead to significant personal and financial fulfillment. This episode is packed with insights for anyone looking to make their mark in the industry, whether starting with a single-family rental or expanding into diverse asset classes. Get in touch with Ian: https://www.subsidizedthebook.com/subsidized Website: http://www.equitywarehouse.com LinkedIn: https://www.linkedin.com/in/ian-horowitz-255185106/ Instagram: https://www.instagram.com/equity_warehouse/ Facebook: https://www.facebook.com/equitywarehouse If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    46 min
  2. Transfer of Wealth with Nic DeAngelo | Know Your Why Podcast # 363

    6 DAYS AGO

    Transfer of Wealth with Nic DeAngelo | Know Your Why Podcast # 363

    In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Nic DeAngelo, widely known as the "fixed income goat," to discuss his expertise in economics and real estate. They delve into the advantages of fixed income investing, highlighting its stability and flexibility in comparison to appreciation-focused strategies. Nic shares his insights on current market trends, including rising inflation, the potential for a market "soft landing," and the increasing movement from public markets toward private equity investments. He underscores the importance of staying adaptable to evolving market conditions and finding promising opportunities in real estate and private investments. Key Highlights - Fixed income investing provides a stable, flexible approach, distinguishing it from appreciation-based investments. - With higher inflation and a shift in market dynamics, private equity and real estate are becoming attractive alternatives to traditional public markets. - Navigating today’s market requires staying aware of trends like inflation and potential market soft landings to make strategic investment choices. - Private real estate investments offer distinct advantages and opportunities for returns, often surpassing those found in public stocks. Nic DeAngelo's insights reveal the value of fixed income investing in uncertain times and the benefits of private equity and real estate as stable alternatives to public markets. His approach emphasizes the need for flexibility and awareness in response to changing market conditions. This episode provides valuable strategies for investors looking to adapt their approach, embrace private investments, and capitalize on emerging opportunities within the current economic landscape. Get in touch with Nic: https://linktr.ee/NicDeAngelo https://saintinvestment.com/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    47 min
  3. Making Wise Investment Decisions NOW So You Can Be Free Later with Rebekah Taylor | Know Your Why #362

    13 NOV

    Making Wise Investment Decisions NOW So You Can Be Free Later with Rebekah Taylor | Know Your Why #362

    In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Rebekah Taylor, a third-generation real estate professional who shares her path to achieving time freedom through real estate. Growing up in a lower-income family, Rebekah was inspired by her father’s success in the industry, which led her to pursue a career in real estate herself. She began her journey with house hacking and later moved into passive investing, focusing on income-generating assets like multifamily properties and assisted living facilities. Rebekah's motivation centers on creating time freedom that allows her to be present with her family, travel, and give back to her community. She encourages those interested in real estate to take that first step, even if it feels uncertain, and to seek connections within the industry. Key Highlights: - Real estate offers a path to both financial and time freedom, making it a compelling option for those seeking more control over their lives. - House hacking can serve as an accessible entry point into real estate investing, providing experience with lower financial barriers. - Success in assisted living investments relies on finding the right operator, ensuring quality management and returns. - Networking and connecting with industry professionals is essential for learning, growth, and finding opportunities. - Rebekah advises aspiring investors to get started in real estate, even without complete readiness, as taking action is the key to progress. Rebekah Taylor’s story illustrates the potential for real estate to create not just financial independence, but the time freedom to prioritize family and community. Her insights offer valuable guidance for newcomers in the industry, from house hacking to passive investing in multifamily and assisted living assets. With a strong focus on networking and taking that first step, Rebekah’s experience encourages aspiring investors to pursue their goals and build a life of freedom and fulfillment. Get in touch with Rebekah: https://tayloredinvestments.co/ https://www.instagram.com/taylored_investments/ https://www.facebook.com/profile.php?id=100063772878587 https://www.linkedin.com/in/rebekah-taylor1986/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    39 min
  4. Revolutionizing Real Estate with AI with Vanessa Alfaro | Know Your Why #361

    8 NOV

    Revolutionizing Real Estate with AI with Vanessa Alfaro | Know Your Why #361

    In this episode of the Know Your Why Podcast, hosted by Dr. Jason Balara, Vanessa Alfaro, founder of Venus Capital, delves into her real estate investment firm’s strategies and the evolving role of AI in the real estate industry. Vanessa discusses how Venus Capital focuses on acquiring large multifamily properties, leveraging AI for strategic innovation to boost productivity and save time. She highlights the importance of using AI to generate measurable results, improve processes, and create efficiencies. Vanessa also emphasizes transparency and trust in the integration of AI, sharing tips on how to get the most out of AI, such as being specific in prompts and treating AI like a human conversation. Key Highlights: - Vanessa Alfaro integrates AI in her real estate investment firm to drive measurable results and streamline processes for acquiring large multifamily properties. - Transparency and trust are crucial when implementing AI in the real estate industry. Vanessa shares practical advice on using AI effectively, including the importance of clear prompts and treating AI as a conversational partner. - Managing family life and entrepreneurship requires flexibility and emotional intelligence. Vanessa manages her household like a business, scheduling family time to maintain work-life balance. - Achieving work-life balance is possible over time, not necessarily on a daily basis. Vanessa highlights the importance of prioritizing both professional and personal responsibilities. In this episode, Vanessa Alfaro demonstrates how strategic innovation through AI and thoughtful time management can create success in both real estate and family life. Her approach to leveraging AI, coupled with her focus on emotional intelligence and work-life balance, offers valuable insights for entrepreneurs navigating the complexities of modern business. Get in touch with Vanessa: Website: https://www.venuspartners.com/ Instagram: https://www.instagram.com/vanessavenuscapital/ Facebook: https://www.facebook.com/VanessaAlfaroCapital/?paipv=0&eav=AfbjTCJ1Si4YNA-Os2lIh5g_VTumG20BafdKRF_Rk_LOpvZQkEITaeqe_Fx7N8dEU-U&_rdr LinkedIn: https://www.linkedin.com/in/vanessagalfaro/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    53 min
  5. The Family Business Retirement Plan: Succession or Sale? with Rob Ferguson | Know Your Why #360

    6 NOV

    The Family Business Retirement Plan: Succession or Sale? with Rob Ferguson | Know Your Why #360

    In this insightful episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Rob Ferguson, a seasoned CEO and family business advisor, to explore the unique dynamics and challenges faced by family businesses. Drawing on his extensive experience, Rob shares how blending family relationships with business operations can often lead to conflicts such as shareholder disagreements, poor business performance, and a lack of governance. He emphasizes the need for structured processes to manage these challenges and highlights the importance of early succession planning to ensure a seamless transition for the next generation. Rob discusses the concept of defining prosperity in family businesses, extending beyond just financial success to include the health and continuity of the family unit. He also introduces the idea of a family constitution, a set of governing rules that can help manage expectations, responsibilities, and decision-making processes within the business, ensuring long-term sustainability. Rob’s mission is to reverse the trend of family businesses declining in longevity and to help as many family enterprises as possible navigate these complexities. Key Highlights: - Unique Family Business Challenges: Family businesses face distinct challenges due to the intersection of family relationships and business operations. Shareholder disagreements, governance issues, and poor performance are common. - Early Succession Planning: Rob stresses the importance of starting succession planning early, which provides more flexibility and opportunity for the next generation to succeed. - Prosperity Beyond Finances: True prosperity in a family business isn’t just about financial metrics—it’s also about family harmony and continuity. - Family Constitution: Establishing a family constitution can set clear rules and expectations, helping to guide the business through generational transitions and governance issues. - Rob’s Mission: Rob is passionate about reversing the declining lifespan of family businesses, working to help more families achieve long-term success. This episode is a must-listen for anyone involved in a family business, whether as an owner, manager, or advisor. Rob Ferguson's expertise offers valuable insights into the challenges of blending family and business, and his practical advice on succession planning, governance, and creating a family constitution can be transformative for any family enterprise. Tune in to hear how Rob is helping family businesses achieve lasting prosperity, and learn actionable strategies to apply to your own family business journey.  Get in touch with Rob: Website: https://ferguson-alliance.com/rob-ferguson/ LinkedIn: https://www.linkedin.com/in/robertaferguson/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    37 min
  6. Maximizing the Benefits of a 1031 Exchange with Ken Gee | Know Your Why #359

    1 NOV

    Maximizing the Benefits of a 1031 Exchange with Ken Gee | Know Your Why #359

    In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ken Gee, founder of KRI Partners, to explore his journey into real estate and the strategies that have fueled his success. Ken shares how he began by investing in small multifamily properties in Cleveland, focusing on properties that could be operated like a business. His introduction to value-add investing came when he upgraded a property and significantly increased rents, demonstrating the power of this approach. Key Highlights: - Start Small, Think Big: Begin with small multifamily properties that can be operated like a business, focusing on efficiency and growth. - Value-Add Investing: Value-add strategies are essential for increasing cash flow and property value by making strategic improvements. - Debt Management: Manage debt carefully, avoid over-leveraging, and maintain discipline through various market cycles. - Self-Management vs. Third-Party Management: Self-managing properties can lead to better control and results, but it requires hands-on involvement. Third-party management comes with its own set of challenges. - Vertical Integration: Having a vertically integrated operation allows for direct communication with on-site staff, providing a clearer view of property performance and better problem-solving. - Neighborhood Insights: A deep understanding of the neighborhoods where properties are located is crucial for making informed decisions and ensuring long-term success. - Ken's Why: Ken’s 'why' has evolved from prioritizing family to a broader goal of helping others succeed in real estate, offering both passive and active investment opportunities through KRI Partners. This episode provides a wealth of knowledge for anyone interested in real estate investing, especially those looking to learn more about value-add strategies, debt management, and the benefits of vertical integration. Ken Gee's extensive experience and his dedication to helping others make this a must-listen for both aspiring and seasoned real estate investors. Tune in to learn actionable insights and discover how to get involved in real estate through both passive and active opportunities. Get in touch with Ken: LinkedIn:  https://www.linkedin.com/in/geekennetha/ Facebook: https://www.facebook.com/people/Ken-Gee-KRI/100086519510719/ YouTube: https://www.youtube.com/@KenGee_KRI Instagram: https://www.instagram.com/kengee_KRI/ Twitter: https://twitter.com/i/flow/login?redirect_after_login=%2Fkengee_kri TikTok: https://www.tiktok.com/@ken_gee_kri?lang=en If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    43 min
  7. Building a Legacy: Innovating Workforce Housing with Scott Choppin | Know Your Why #358

    30 OCT

    Building a Legacy: Innovating Workforce Housing with Scott Choppin | Know Your Why #358

    In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Scott Choppin, CEO and founder of the Urban Pacific Group of Companies. Scott shares his journey as a seasoned real estate developer and the unique challenges of operating in California’s demanding market. Drawing from his family background and deep industry experience, Scott discusses how these elements have shaped his career and success in real estate development. Key Highlights: - Family Background and Experience: Growing up in a real estate development family gave Scott a strong foundation and deep insight into the industry. - The Developer’s Role: Developers are orchestrators who bring together architects, financiers, and other professionals to navigate the complexities of building projects. - Investing in California: While the California market presents challenges, it also offers unique advantages for seasoned developers willing to tackle its complexities. - Urban Townhouse (UTH) Model: UTH is a built-to-rent housing product designed to provide affordable, multi-bedroom rental units for middle-income, multi-generational families. - Addressing the Housing Crisis: The UTH model offers a scalable, innovative solution to California’s housing crisis by focusing on middle-income working-class families. - Serving the Forgotten Middle: Scott’s mission is to create housing solutions for the underserved middle-income population, often overlooked in today’s market. This episode provides listeners with a deep dive into real estate development in one of the toughest markets in the U.S. Scott Choppin’s insights into the developer’s role, the challenges of California’s housing crisis, and his innovative Urban Townhouse model offer a fresh perspective on how to tackle housing shortages. If you’re interested in real estate development, affordable housing solutions, or investing in challenging markets, this episode is a must-listen. Innovative solutions and the availability of capital are crucial in addressing the housing shortage. Get in touch with Scott: Email: Choppin@urbanpacific.com https://urbanpacific.com/ https://www.instagram.com/scottchoppin/?hl=en https://x.com/ScottChoppin https://www.linkedin.com/in/scottchoppin/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/

    1h 2m
  8. Unlock Your Best Life with Matthew Weber | Know Your Why #357

    25 OCT

    Unlock Your Best Life with Matthew Weber | Know Your Why #357

    In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Matthew Weber, Chief Revenue Officer of Alpha Funding, who shares his remarkable journey from a personal trainer to a leader in the real estate finance world. Matthew delves into the challenges and opportunities in the real estate lending industry, particularly the effects of market shifts and fluctuating interest rates on investment strategies. Key Highlights: - Building Relationships: Success in real estate finance relies on developing strong connections and delivering consistent value to clients. - Navigating Market Shifts and Interest Rates: Understanding the impact of market changes and fluctuating interest rates is essential for thriving in the lending industry. - Leveraging Credit Cards in Real Estate: Leveraging credit cards to invest in real estate with no upfront cash can be a viable strategy but demands careful risk management to be effective. - Mentorship and Advisors: Surrounding yourself with experienced mentors and advisors is critical for making well-informed, responsible investment decisions. - Matthew's Why: His mission is to help as many people as possible by providing opportunities, guidance, and long-lasting impact through his real estate finance expertise. This episode offers valuable insights for those in the real estate finance world or anyone looking to navigate market shifts, leverage creative financing, and build meaningful relationships. Matthew Weber’s story highlights how adaptability, responsible investing, and having a strong support system can lead to success in real estate finance. Tune in to learn how you can apply these strategies and make an impact in your real estate investing journey. Get in touch with Matthew: www.dealswithnomoney.com https://www.instagram.com/trainerweber/ https://www.facebook.com/trainer.weber/   https://www.linkedin.com/in/matthew-weber-32164859/  If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠ Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

    43 min

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Hosted by Dr. Jason Balara, this podcast aims at helping professionals finding their own purpose in life and create alternatives streams of income in order to reach their maximum potential.

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