Know Your Why Podcast with Dr.Jason Balara

Dr.Jason Balara
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  • 半周一更
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. The Intersection of Art and Business with David Steele | Know Your Why #373

    1天前

    The Intersection of Art and Business with David Steele | Know Your Why #373

    In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with David Steele, co-founder and CEO of One Wealth Advisors and a successful restaurateur. David shares his inspiring journey from growing up in a financially constrained household to founding a billion-dollar wealth management firm and thriving in the restaurant industry. The conversation explores the challenges of entrepreneurship, the critical role of goal setting, and the importance of financial literacy in professional development. David also reflects on the synergy between art and business, his passion for mentorship, and his dedication to helping others achieve success. Key Highlights - David is the co-founder and CEO of One Wealth Advisors and a restaurateur. - His journey highlights persistence and the importance of goal setting in achieving business success. - Financial literacy is an often-overlooked but essential element of professional education. - David views entrepreneurship as a blend of art and business, where creativity meets strategic execution. - Mentorship and nurturing internal talent are central to his leadership philosophy. - The restaurant industry can be financially successful with the right principles and vision. - Understanding your "why" provides clarity and motivation for personal and professional growth. - David’s story showcases how art and business can coexist to create meaningful and sustainable success. David Steele’s journey is a testament to the power of resilience, goal setting, and a clear sense of purpose. From wealth management to the restaurant industry, he demonstrates how combining financial acumen with creative vision can lead to remarkable achievements. Tune in to this episode of the Know Your Why Podcast for valuable insights into entrepreneurship, mentorship, and the art of building success across industries. Get in touch with David: Website: https://davidsteele.xyz/ Website: https://onewealth.net/ Email: dsteele@onewealth.net 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/

    44 分钟
  2. Independence of Purpose Through Passive Self Storage Investing with Clint Harris | Know Your Why #372

    3天前

    Independence of Purpose Through Passive Self Storage Investing with Clint Harris | Know Your Why #372

    In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Clint Harris, a professional real estate investor and entrepreneur, about his journey from a thriving medical sales career to achieving financial independence through real estate. Clint shares his shift from short-term rentals to self-storage investments and introduces the concept of "independence of purpose," which integrates time, financial, and location freedom. The conversation explores the philosophy behind Nomad Capital, emphasizing purpose, family, and impact over wealth accumulation. Clint highlights the hard work required for financial independence, the importance of creating a legacy, and the value of building meaningful experiences with family while instilling gratitude and empathy in the next generation. Key Highlights - Clint transitioned from medical sales to real estate to gain time, financial, and location freedom. - His concept of "independence of purpose" goes beyond financial success, focusing on purpose and fulfillment. - Transitioning from short-term rentals to self-storage investments provided greater flexibility and scalability. - Clint's lessons from property management have shaped his approach to real estate investing. - Nomad Capital’s philosophy prioritizes creating impactful experiences and fostering a deeper sense of purpose. - Real estate offers the freedom to work out of passion rather than necessity, enabling quality family time and flexibility. - Clint emphasizes the importance of strategic partnerships, mentorship, and clearly defined goals in building a successful real estate portfolio. - Passing down principles, ethics, and a legacy of character to future generations holds more value than wealth accumulation. Clint Harris's story is a testament to the power of purpose-driven real estate investing. Through his journey, he underscores the importance of family, creating lasting memories, and achieving financial independence while staying true to one’s values. His insights offer practical advice for aspiring investors looking to build a legacy of impact and freedom. Don’t miss this inspiring episode of the Know Your Why Podcast to learn how real estate can be a path to independence and purpose. Get in touch with Clint: Website:  https://nomadcapital.us LinkedIn: https://www.linkedin.com/in/clint-harris-543265139/ Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029 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 分钟
  3. Transforming Tech into Trust: How Marisa Amirian Streamlines Capital Raising with CapBloom | Know Your Why #371

    12月13日

    Transforming Tech into Trust: How Marisa Amirian Streamlines Capital Raising with CapBloom | Know Your Why #371

    In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Marisa Amirian, founder of CapBloom, a CRM service tailored for capital raisers and entrepreneurs. Marisa shares her journey from a technology background to real estate, highlighting the challenges and opportunities she encountered along the way. The conversation explores the transformative impact of AI and automation on business operations and personal interactions, emphasizing the importance of balancing technology with genuine human connection. Marisa discusses the role of personalization in building client relationships, the value of data in decision-making, and her motivations rooted in family, health, and longevity. Together, Jason and Marisa reflect on the evolving business landscape and the potential of AI to enhance efficiency and foster meaningful connections. Key Highlights - Marisa Amirian founded CapBloom to streamline operations for capital raisers using CRM tools. - Her tech background informs her innovative approach to real estate and entrepreneurship. - AI and automation play a pivotal role in improving data management and decision-making. - Personalization remains critical for cultivating strong client relationships. - Success in capital raising depends on understanding and meeting client needs. - Marisa underscores the importance of balancing technological efficiency with human connection. - Health, family, and longevity are central to her personal and professional motivations. - Embracing the rapid evolution of AI can enhance both business operations and personal growth. Marisa's s story highlights the power of blending technology with human connection to create meaningful and efficient business practices. Her insights into the evolving role of AI and her focus on family, health, and kindness provide valuable lessons for entrepreneurs navigating today’s tech-driven world. Tune in to this enlightening episode of the Know Your Why Podcast to learn how technology and personal values can work hand-in-hand to shape a successful and fulfilling journey. Get in touch with Marisa: https://demo.capbloom.com/ https://www.linkedin.com/in/marisaamirian/ 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 分钟
  4. Purposeful Passive Investing with Spencer Hilligoss | Know Your Why #370

    12月11日

    Purposeful Passive Investing with Spencer Hilligoss | Know Your Why #370

    In this episode of the Know Your Why Podcast, host Dr. Jason Balara interviews Spencer Hilligoss, a seasoned passive investor who transitioned from a thriving tech career to a purpose-driven life centered on real estate investing and financial literacy. Spencer shares how he designed a lifestyle that prioritizes family, financial freedom, and long-term impact. He discusses the value of goal setting, the sacrifices required to achieve big dreams, and the importance of instilling financial literacy in future generations. Through candid insights, Spencer highlights the rewards and challenges of entrepreneurship and the transformative power of investing in real estate. Key Highlights - Spencer's pivot from tech to passive investing demonstrates the power of aligning goals with values. - Sacrifices and disciplined planning are essential for building a lifestyle by design. - Financial literacy plays a critical role in shaping opportunities for future generations. - Real estate investing offers a pathway to passive income and work-life balance. - Prioritizing family and experiences, such as traveling abroad, creates a fulfilling lifestyle. - Community, relationships, and continuous learning are integral to personal and professional growth. Spencer's journey showcases the possibilities that arise from pursuing financial freedom with intention and resilience. His focus on family, goal setting, and empowering others through financial literacy offers actionable lessons for anyone striving to create a life of purpose. Tune in to this inspiring episode of the Know Your Why Podcast to learn how to build a lifestyle by design and leave a lasting legacy. Get in touch with Spencer: https://www.madisoninvesting.com/ https://www.linkedin.com/in/shilligoss/ 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 分钟
  5. Driven for Success - One Step at a Time with Jeremy LeMere | Know Your Why #369

    12月6日

    Driven for Success - One Step at a Time with Jeremy LeMere | Know Your Why #369

    In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes Jeremy LeMere, co-principal at Navigator Wealth Management, to share his inspiring journey in real estate investing. Jeremy recounts his progression from single-family homes to multifamily properties, eventually launching his own property management company to streamline operations. He delves into the critical role of property management, the impact of legal challenges, and the people-centric nature of the real estate industry. Jeremy underscores the importance of having a clear 'why' to drive investment decisions and offers practical advice for both new and seasoned investors. Key Highlights: - Jeremy LeMere’s transition from single-family to multifamily real estate illustrates the benefits of scaling investments. - Founding an in-house property management company improved operational efficiency and control. - Understanding legal regulations is essential for successful property management and strategy development. - Real estate success is rooted in relationships and the ability to manage people effectively. - Jeremy emphasizes having a clear 'why' to guide investment goals and long-term decision-making. - Active involvement in local real estate investment associations (RIAs) provides valuable knowledge and connections. - Real estate offers a pathway to building generational wealth through consistent, long-term investing. Jeremy LeMere’s journey demonstrates how a strategic approach to scaling, managing, and investing in real estate can lead to long-term success. His insights on the importance of relationships, legal understanding, and having a clear purpose offer actionable takeaways for anyone looking to grow in the industry. Tune in to this episode of the Know Your Why Podcast for inspiration and strategies to elevate your real estate investing game. Get in touch with Jeremy: Email: Jeremy@lemere.com Website: https://navwf.com/ LinkedIn: https://www.linkedin.com/company/navwf/ Facebook: https://www.facebook.com/NavWF 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 分钟
  6. Unleashing the Hustle with Tullie Bailey | Know Your Why #368

    12月4日

    Unleashing the Hustle with Tullie Bailey | Know Your Why #368

    In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes Tullie Bailey, a nightclub director and manager whose journey is both inspiring and transformative. Tullie reflects on his challenging upbringing in Colorado, his time working on oil rigs, and his pursuit of a music career before discovering his passion for the nightclub industry. He shares how sobriety during the COVID pandemic marked a turning point in his life, leading him to write two books—one chronicling his personal struggles and another offering actionable steps for success. Tullie emphasizes the importance of serving others, simplifying the path to achievement, and finding purpose in his daily interactions, including connecting with people as a Lyft driver. Key Highlights: - Tullie Bailey’s journey spans from a troubled childhood to becoming a leader in the nightclub industry. - Sobriety during the pandemic played a critical role in transforming his life and inspiring his work. - Music and writing have been pivotal outlets for Tullie’s personal growth and self-expression. - His first book shares his struggles, while the second provides practical steps for success. - Tullie finds purpose in simplifying ideas for others and making meaningful connections. - Serving others is now central to his motivation and approach to life. Tullie Bailey’s story is a testament to resilience, transformation, and the power of purpose. From overcoming adversity to thriving as a writer and nightclub manager, his journey offers valuable lessons on personal growth and serving others. This episode of the Know Your Why Podcast is an inspiring reminder that success comes from within and is amplified by the connections we make along the way. Get in touch with Tullie: Website: https://www.tulliebailey.com/ First Book: https://a.co/d/7uPE63t Second Book: https://a.co/d/8W0sVl5 Instagram: https://www.instagram.com/tulliebailey/ Facebook: https://www.facebook.com/tulliebailey/ LinkedIn: https://www.linkedin.com/in/tulliebailey/ 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 分钟
  7. Simplifying Investment Research with Andrew Einhorn | Know Your Why #367

    11月29日

    Simplifying Investment Research with Andrew Einhorn | Know Your Why #367

    In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Andrew Einhorn, CEO and co-founder of LevelFields, an AI-driven fintech platform revolutionizing investment research for self-directed investors. Drawing from his background in epidemiology and data analysis, Andrew shares how LevelFields processes vast amounts of data to provide actionable insights, alerts on market events, and diverse trading strategies, helping investors navigate today’s volatile markets. He discusses the role of AI in streamlining investment decisions, the importance of understanding market dynamics, and LevelFields’ mission to empower individual investors through accessible tools, financial education, and resources designed to level the playing field against institutional players. Key Highlights - Andrew Einhorn applies his expertise in epidemiology and data analysis to revolutionize investment research with LevelFields. - LevelFields automates data processing to deliver real-time, actionable insights for self-directed investors. - The platform is designed to improve financial literacy and equip users with diverse strategies to navigate market volatility. - AI significantly accelerates the investment research process, enabling users to identify opportunities and react to market events effectively. - LevelFields offers tools, a free newsletter, and subscription options to provide investors with customized resources. - Andrew's vision for LevelFields centers on empowering individuals to succeed in the stock market by bridging the gap between institutional and retail investors. Andrew Einhorn’s insights into the intersection of AI and fintech underscore the transformative potential of technology in democratizing investment research. This episode of the Know Your Why Podcast offers valuable lessons for anyone looking to improve their financial literacy and take control of their investment journey. LevelFields exemplifies how innovative platforms can empower investors, making the tools and strategies once reserved for institutions accessible to all. Get in touch with Andrew: Platform Discount: Use discount code PODCAST25  Email: support@levelfields.ai Website: https://www.levelfields.ai/ LinkedIn: https://www.linkedin.com/in/einhorn/ 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 分钟
  8. Building Relationship and Cold Calling-Keys to Success with Jake Clopton | Know Your Why #366

    11月27日

    Building Relationship and Cold Calling-Keys to Success with Jake Clopton | Know Your Why #366

    In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Jake Clopton, founder of Clopton Capital, about his entrepreneurial journey from studying economics to building a successful business during challenging economic times. Jake shares how taking risks, making quick decisions, and leveraging cold calling and relationship-building strategies helped him grow his company. He highlights the advantages of offering multiple in-house services, such as financing, insurance, and solar, and discusses the challenges of expanding into new verticals. Jake emphasizes the importance of finding the right people, maintaining an entrepreneurial mindset, continuous learning, and the satisfaction of building something meaningful. Key Highlights - Jake Clopton’s entrepreneurial success stems from taking risks, making quick decisions, and leveraging relationship-building strategies. - Cold calling played a pivotal role in establishing his business and creating connections in the real estate industry. - Offering multiple in-house services gives Clopton Capital a distinct edge, providing added convenience and a seamless experience for clients. - Expanding into new industry verticals presents challenges, but finding the right team members is critical for sustainable growth. - Jake emphasizes the entrepreneurial mindset, continuous learning, and the satisfaction of watching one’s business thrive as key motivators. - Networking and building relationships are fundamental strategies for personal and professional success. Jake Clopton’s story is a testament to the power of resilience, risk-taking, and relationship-building in entrepreneurship. His journey from starting Clopton Capital to expanding into multiple service verticals offers invaluable lessons for aspiring entrepreneurs and business owners. This episode of the Know Your Why Podcast encourages listeners to embrace challenges, focus on building meaningful connections, and continually pursue opportunities for growth and learning. Get in touch with Jake: Website: https://cloptoncapital.com/ LinkedIn - https://www.linkedin.com/in/jakeclopton1/ Instagram - https://www.instagram.com/cloptoncapital1/ Facebook - https://www.facebook.com/CloptonCapital/ 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/

    35 分钟
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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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