Know Your Why Podcast with Dr.Jason Balara

Dr. Jason Balara
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  • 주 2회 업데이트

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 Lazy Investor’s Guide to Real Estate Wealth | Ep #453

    14시간 전

    The Lazy Investor’s Guide to Real Estate Wealth | Ep #453

    In this episode of the Know Your Why podcast, Jason Balara sits down with Melissa Nash, a real estate investor and educator who built a $5 million rental portfolio through her signature “lazy investor” approach. Melissa opens up about her early missteps in real estate and how those failures shaped her strategy for long-term wealth creation. She explains how education, systems, and automation became the backbone of her investing style, allowing her to focus on family and personal fulfillment while building financial security. The conversation also highlights the importance of teaching financial literacy to the next generation and why taking the first step is often the hardest—but most important—part of becoming an investor. Key Highlights: - Melissa Nash is a self-described serial entrepreneur who learned resilience by bouncing back from failures. - Her “lazy investor” method focuses on creating systems and automation to streamline property management. - Early mistakes taught her the importance of running numbers and understanding tax benefits in real estate. - She values time freedom and financial security as much as wealth creation. - Education plays a central role in her approach, both for herself and for her children. - Long-term investment strategies provide stability and consistent passive income. - Melissa believes new investors should focus on taking action with just one property to get started. - Her mission extends beyond personal success—she’s passionate about teaching financial literacy to the next generation. Melissa’s journey proves that you don’t need to hustle endlessly to succeed in real estate. By prioritizing education, implementing smart systems, and focusing on long-term strategies, she’s built a business that provides both wealth and freedom. This episode will challenge you to rethink your approach to investing and inspire you to create financial security that lasts for generations. Get in touch with Melissa: https://www.hellomelissanash.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/

    35분
  2. Creative Financing Secrets Every Investor Must Know | Ep #452

    2일 전

    Creative Financing Secrets Every Investor Must Know | Ep #452

    In this episode of the Know Your Why Podcast, Jason Balara sits down with Chris Prefontaine, founder of Smart Real Estate Coach, to dive deep into the world of creative financing and long-term real estate strategies. With more than 34 years in the industry, Chris shares how the 2008 market crash reshaped his career and forced him to rebuild from the ground up. He explains how owner financing, lease purchase deals, and subject-to-existing-loan strategies can unlock opportunities for investors in any market cycle. The conversation also highlights the power of coaching, community, and personal growth as cornerstones for lasting success in real estate. Key Highlights: - Chris Prefontaine brings decades of real estate experience, shaped by both wins and setbacks. - The 2008 crash left Chris facing financial and personal turmoil, fueling his reinvention. - Creative financing—owner financing, lease purchase, and subject-to deals—offers flexible ways to invest. - Coaching and mentorship are critical for navigating challenges and avoiding costly mistakes. - Building community helps real estate investors grow faster and adapt more effectively. - Understanding your "why" provides clarity and motivation through market shifts. - Adaptability is essential, as the real estate market constantly evolves. - Long-term thinking creates sustainable growth rather than short-term wins. - Relationships and trust with clients are vital to success in creative deals. - Chris continues to practice what he teaches, actively closing deals today. Chris’s story is a powerful reminder that setbacks can spark reinvention. By combining creative financing with mentorship and community support, he shows how real estate investors can thrive even when markets shift. This episode will inspire you to rethink your strategies, embrace personal growth, and pursue long-term success with clarity and confidence. Get in touch with Chris: Get a free copy of Chris’s book: http://wickedsmartbooks.com/knowyourwhy Website: http://smartrealestatecoach.com/connect 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/

    35분
  3. Smarter Investment Strategies for Everyone | Ep #451

    9월 19일

    Smarter Investment Strategies for Everyone | Ep #451

    In this episode of the Know Your Why podcast, Jason Balara sits down with Eric Chu, CEO of Trade Desk Securities, to explore how technology is reshaping investing and personal finance. Eric shares his journey from engineering to finance, highlighting the challenges that everyday investors face when navigating financial markets. He explains how Trade Desk Securities is lowering barriers to investing by offering user-friendly financial tools, education, and features like paper trading that help individuals build confidence before putting real money to work. The discussion also touches on the rise of AI in finance, the importance of long-term investment strategies, and why retail brokerage must evolve to better serve individuals who want control over their portfolios. Key Highlights: - Eric Chu transitioned from engineering to finance after discovering a deep passion for investing. - Trade Desk Securities is designed to remove barriers to financial markets for everyday investors. - Many professionals lack the time and expertise to build investment strategies on their own. - Paper trading allows users to learn and test strategies without financial risk. - Starting small and focusing on familiar industries can make investing more approachable. - Dollar-cost averaging is one of the most effective long-term investment strategies. - AI is transforming financial services by improving access to information and decision-making tools. - Retail investors increasingly want control and transparency in managing their portfolios. - A long-term perspective is key to navigating market cycles and achieving financial growth. - Eric’s personal “why” is rooted in empowering non-finance professionals to take control of their wealth. Eric’s story underscores the changing face of finance, where technology, education, and smarter tools are breaking down barriers that once kept everyday investors on the sidelines. This episode will leave you inspired to think differently about personal finance and motivated to explore strategies and platforms that align with long-term wealth creation. Get in touch with Eric: Website: https://www.tradesk.co/ LinkedIn: https://www.linkedin.com/in/eric-chu-cfa-7159567/ 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/

    36분
  4. Finding Your Why in Real Estate & Life | Ep #450

    9월 17일

    Finding Your Why in Real Estate & Life | Ep #450

    In this episode of the Know Your Why Podcast, Jason Balara speaks with Athena Brownson, a former professional skier who turned her resilience and drive into a thriving career in real estate. After facing numerous injuries and health challenges on the slopes, Athena transitioned into entrepreneurship, discovering fulfillment as a real estate agent and coach. She shares how mentorship, accountability, and personal growth shaped her journey, as well as the time management strategies that allow her to focus on high-value work while maintaining balance. Athena’s story is a powerful reminder that resilience and a clear sense of purpose can turn life’s setbacks into new opportunities. Key Highlights: - Athena’s shift from professional skiing to real estate was fueled by resilience and adaptability. - Mentorship and coaching have been crucial to her professional development. - Effective time management and accountability systems allow her to prioritize what matters most. - Tracking activities helps her identify where to delegate and where to focus her energy. - Health challenges pushed Athena to reevaluate how she manages her time and well-being. - A strong personal "why" has guided her through adversity and into success. - Team culture and community are essential in her real estate business. - Athena continues to invest in coaching as part of her ongoing growth. - Her story encourages others to pursue careers aligned with passion and purpose. Athena’s journey shows that entrepreneurship is not just about business growth but about building resilience, finding meaning, and staying aligned with personal values. Her approach to mentorship, coaching, and time management offers a blueprint for success, while her story demonstrates how even the toughest challenges can be transformed into fuel for personal and professional growth. Get in touch with Athena: Website: https://athenabrownsonrealtor.com/ Instagram: https://www.instagram.com/athenabrownsonrealtor/ LinkedIn: https://www.linkedin.com/in/athenabrownsonrealtor 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/

    53분
  5. AI Is Changing Investing Forever | Ep #449

    9월 12일

    AI Is Changing Investing Forever | Ep #449

    In this episode of the Know Your Why podcast, Jason Balara sits down with Kimberly Ann Flynn, president of XA Investments, to explore the fast-changing world of alternative investments. With over 25 years of experience in asset management, Kimberly breaks down the growing importance of diversification, the role of private equity and infrastructure in resilient portfolios, and how real estate continues to serve as a cornerstone investment. She also shares insights on how AI is transforming financial markets and investment strategies, the complexities of valuation in private markets, and her vision for making alternative investments more transparent and accessible for all investors. Key Highlights: - Kimberly draws on her decades of experience in asset management to explain why alternative investments are becoming essential. - XA Investments helps asset managers access opportunities in private equity, private credit, and other alternative asset classes. - Diversification is critical to balancing risk and creating sustainable portfolio growth. - Infrastructure investments are resilient in times of inflation and offer reliable cash flow. - Real estate remains a foundational piece of investment portfolios in a post-COVID world. - Effective investment strategies require long-term planning and attention to market cycles. - AI in finance is streamlining analysis, improving efficiency, and reshaping decision-making. - Valuing private assets is one of the greatest challenges for investors in alternative markets. - Technology promises to make alternative investments more transparent and widely available. Kimberly makes it clear that the future of investing will be shaped by innovation, long-term thinking, and a willingness to embrace diversification. Whether it’s real estate, infrastructure, or cutting-edge applications of AI in finance, the opportunities within alternative investments are expanding rapidly. This conversation is a reminder that building wealth today isn’t just about chasing returns—it’s about crafting thoughtful, evidence-based strategies that can withstand economic pressures while creating lasting impact. Get in touch with Kim: LinkedIn: https://www.linkedin.com/company/xa-investments-llc/ Website: https://xainvestments.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/

    42분
  6. The Silent Struggle Executives Don’t Talk About | Ep #448

    9월 10일

    The Silent Struggle Executives Don’t Talk About | Ep #448

    In this episode of the Know Your Why podcast, Jason Balara sits down with Nick Jonsson, the world’s leading authority on executive loneliness. Nick opens up about his personal journey from the heights of corporate success to a period of deep isolation and despair that ultimately led him to seek help. Through his story, he sheds light on the hidden struggles many executives and high achievers face behind closed doors. The discussion explores the importance of vulnerability, the devastating impact of suicide, and the need to build cultures of psychological safety in workplaces. Nick also shares how his mission has evolved into helping others through coaching, advocacy, and normalizing conversations about mental health — especially among men. Key Highlights: - Executive loneliness is a widespread but often hidden issue among leaders. - Vulnerability is a strength that opens the door to healing and growth. - Asking for help can be the turning point toward recovery and support. - Sharing struggles creates immediate relief and connection. - Psychological safety in organizations is vital for mental health and performance. - Men, in particular, face cultural barriers in expressing emotions and seeking help. - Personal challenges can inspire powerful missions to uplift others. - Community and peer support play a crucial role in overcoming loneliness. - Conversations about mental health can literally save lives. - Discovering your "why" provides purpose and the resilience to keep moving forward. Nick’s story is a powerful reminder that success without connection can leave us unfulfilled and vulnerable. His openness about executive loneliness challenges the stigma surrounding mental health, especially in leadership roles. This episode encourages listeners to embrace vulnerability, foster supportive communities, and prioritize emotional well-being as part of their journey toward personal and professional fulfillment. Get in touch with Nick: LinkedIn: https://www.linkedin.com/in/nick-jonsson/ Get Nick’s book: http://bit.ly/4lPfq6Z   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/

    39분
  7. How to Protect Your Money From the Financial Industry Itself | Ep #447

    9월 5일

    How to Protect Your Money From the Financial Industry Itself | Ep #447

    In this episode of the Know Your Why podcast, Jason Balara speaks with John De Goey, a veteran portfolio manager, author, and outspoken consumer advocate in the financial services industry. John shares his unconventional journey from aspiring government worker to respected financial advisor and author, and why he has dedicated his career to protecting and educating consumers. The discussion dives deep into the hidden costs of investment products, today’s market cycles and economic pressures, and the critical importance of diversification and liquidity in portfolio management. John emphasizes evidence-based strategies, the dangers of blindly trusting market narratives, and the need for investors to truly understand the financial landscape in order to achieve sustainable long-term success. Key Highlights: - John De Goey brings more than 32 years of experience in finance and portfolio management. - Many financial products are designed to maximize profits for institutions, not consumers. - Hidden costs in investments can erode returns significantly over time. - Diversification remains one of the most reliable tools for managing investment risk. - Current market valuations are historically high, requiring caution from investors. - Liquidity is often misunderstood and overemphasized in consumer investment decisions. - Historical market cycles offer insights for managing today’s financial uncertainties. - Consumer advocacy plays a vital role in shaping a fairer financial services industry. - The belief that markets "always go up" can lead to complacency and poor decisions. - Evidence-based, data-driven decision-making is essential for long-term financial success. John’s perspective challenges conventional wisdom and empowers investors to think critically about their financial decisions. His message is clear: true success in finance requires more than chasing returns — it requires clarity, discipline, and the courage to question industry norms. This conversation will inspire you to reexamine your investment strategies, demand transparency, and take greater ownership of your financial future. Get in touch with John: Email: jdegoey@designedsecurities.ca YouTube: https://www.youtube.com/@makebetterwealthdecisions LinkedIn: https://www.linkedin.com/in/johndegoey/ 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/

    51분
  8. How to Escape the 9-to-5 With Franchising | Ep #446

    9월 3일

    How to Escape the 9-to-5 With Franchising | Ep #446

    In this episode of the Know Your Why podcast, Jason Balara sits down with Kim Daly, one of the nation’s top franchise consultants with more than 20 years of experience. Kim shares her path into franchising, explaining how she helps people move from traditional employment to successful business ownership. The discussion covers the differences between starting a franchise and launching an independent business, the role of a franchise consultant, and why mindset is critical for achieving financial freedom. Kim also opens up about her personal investment strategies, emphasizing the power of cash flow and alternative investing in building long-term wealth. Key Highlights: - Kim Daly has over two decades of experience guiding entrepreneurs in franchising. - Franchising can offer a quicker, more proven path to profitability compared to starting from scratch. - A franchise consultant helps investors evaluate opportunities and navigate the selection process. - Understanding your financial position is essential before diving into franchise ownership. - Franchising should be viewed as an investment vehicle, not just a passion project. - Kim stresses the role of mindset and personal discipline in creating wealth. - Her consulting services are free to clients, making expert guidance accessible. - Alternative investments, including franchises, can accelerate financial independence. - Strong cash flow is the foundation of wealth-building and new investment opportunities. - Aligning business choices with personal values ensures long-term fulfillment and success. Kim’s message is clear: franchising isn’t just about buying a business, it’s about creating a life of freedom, impact, and long-term security. Whether you’re an aspiring entrepreneur looking to leave the corporate grind, an investor searching for consistent cash flow, or simply someone curious about alternative paths to wealth, her insights offer a powerful roadmap. This conversation will challenge you to rethink business ownership, embrace a mindset of abundance, and take bold steps toward aligning your financial future with your personal values. Get in touch with Kim: Website: https://thedalycoach.com/ Instagram: https://www.instagram.com/thedalycoach/ Facebook: https://www.facebook.com/createwealththrufranchising LinkedIn: https://www.linkedin.com/in/dalykim YouTube: https://www.youtube.com/@TheDalyCoach 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/

    41분
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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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