Know Your Why Podcast with Dr.Jason Balara

In this episode of the Know Your Why podcast, Jason Balara sits down with Brady Mullen to explore how financial planning and real estate intersect, especially when it comes to home ownership and long-term wealth management. They discuss mortgages, reverse mortgages, and the often-overlooked role of home equity as both an investment and a powerful financial tool. The conversation highlights the emo...

In this episode of the Know Your Why podcast, Jason Balara sits down with Brent Kesler, former chiropractor and now leading financial educator, to discuss the Infinite Banking Concept and its role in wealth building and financial freedom. Brent shares his powerful journey from being nearly a million dollars in debt to completely transforming his financial life in just 39 months. He explains how wh...

In this episode of the Know Your Why podcast, Jason Balara sits down with Gino Barbaro, an investor, educator, and certified money coach, to discuss the lessons learned from decades in real estate and finance. Gino shares how understanding market cycles can help investors avoid costly mistakes and why clarity in goals is essential for success. He reflects on his journey from syndication to direct...

In this episode of the Know Your Why podcast, Jason Balara sits down with Justin Allen Montgomery, a nurse practitioner turned entrepreneur who has built a thriving business creating scalable continuing education courses. Justin shares how he recognized the need for professional development in healthcare, leveraged his expertise to create online courses, and turned his knowledge into a source of p...

In this episode of the Know Your Why podcast, Jason Balara sits down with serial entrepreneur and master coach Shawn Quintero. Shawn opens up about his path from working in a nonprofit at just 16 years old to building multiple businesses and eventually launching a holding company. He shares hard-earned lessons on resourcefulness, the dangers of burnout, and the strategies behind hiring for growth....

In this episode of the Know Your Why podcast, Jason Balara sits down with Lenny Ravich, global speaker and author, to explore the healing power of laughter, humor, and optimism. Lenny shares his remarkable journey of using humor as a tool to navigate life’s challenges, demonstrating how a shift in perspective can turn pain into growth. He dives into the principles of Gestalt therapy, emphasizing a...

In this episode of the Know Your Why podcast, Jason Balara speaks with Jonathan Wells, a real estate veteran with more than 25 years of experience. Jon shares how his family’s roots in real estate inspired his career, his transition from mortgage broker to investor, and the lessons he’s learned navigating multiple market cycles. He dives into the unique dynamics of group home investments, the crit...

In this episode of the Know Your Why podcast, Jason Balara sits down with entrepreneur and investor Alex Roudi to explore his journey from launching a commercial cleaning franchise with just $8,000 to building wealth through real estate. Alex shares how an ownership mentality shaped his approach to business, why aligning employee incentives drives long-term success, and how he evaluates opportunit...

In this episode of the Know Your Why podcast, Jason Balara speaks with entrepreneur Justin Lund about breaking through the mental and operational barriers that limit growth. Justin shares his powerful story of overcoming addiction and how it shaped his approach to business, leadership, and life. The discussion explores the critical role of mindset in entrepreneurship, the value of delegation, and...

In this episode of the Know Your Why podcast, Jason Balara sits down with Bill Cates, Hall of Fame speaker and author of The Hidden Heist. Bill shares his fascinating journey from musician to successful entrepreneur and financial literacy advocate. Together, they explore how childhood money stories shape financial beliefs, the misconceptions surrounding wealth, and the deep connection between self...

In this episode of the Know Your Why podcast, Jason Balara sits down with Dallon Schultz, fund manager and co-founder of Capitalist Pro, to discuss the realities of capital raising in real estate. Dallon shares how a life-changing injury pushed him to pivot from the medical field into entrepreneurship, where he discovered both the opportunities and challenges of syndication. He unpacks the balance...

In this episode of the Know Your Why podcast, Jason Balara sits down with Jim Huntzicker, a real estate entrepreneur turned mindset strategist and author of Mindset Breakthrough . Jim opens up about his personal journey of transformation, explaining how limiting beliefs and early life experiences shaped his relationship with money, success, and fulfillment. He shares practical tools for self-disco...

In this episode of the Know Your Why podcast, Jason Balara speaks with Axel Ragnarsson, a Boston-based real estate investor who has built a thriving business through multifamily investing and property management. Axel shares how his entrepreneurial journey began with flipping cars and evolved into a career in real estate, where he discovered the power of direct-to-seller strategies and identifying...

In this episode of the Know Your Why podcast, Jason Balara sits down with Ben Johnson, serial technical co-founder and CEO of Particle 41. Ben shares his entrepreneurial journey, highlighting the powerful connection between technology and business strategy. The conversation explores how entrepreneurs can unlock a competitive edge by understanding software development, the importance of thinking it...

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 becam...

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, leas...

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 investin...

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, accountabilit...

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 conti...

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...

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...

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 independen...

In this episode of the Know Your Why podcast, Jason Balara sits down with Tyler Dunagin, founder of Turn Serve, to discuss how he transformed challenges in multifamily management into a thriving business. Tyler shares his path from college athletics to real estate entrepreneurship, explaining how his company solves the costly and time-sensitive issue of apartment turnovers. He breaks down the role...

In this episode of the Know Your Why podcast, host Jason Balara speaks with Kamini Wood, certified life coach and founder of Live Joy Your Way. Kamini shares her powerful transition from project management to the deeply personal world of life coaching. Together, they explore how childhood experiences shape adult behaviors, especially in high-achieving individuals prone to perfectionism and people-...

In this episode of the Know Your Why podcast, host Jason Balara sits down with Brian Seidensticker, an aerospace engineer turned real estate investor, to explore the niche world of tax sales. Brian explains how he transitioned from the corporate world to real estate, diving deep into the intricacies of tax liens and tax deeds. He outlines the differences between the two, breaks down the risks and...