Know Your Why Podcast with Dr.Jason Balara

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 eve...

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 highli...

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Bronson Hill, managing member of Bronson Equity, as he shares his inspiring transition from a medical sales career to real estate investing. Bronson emphasizes the power of starting with a clear end goal and the importance of identifying your personal “why.” He discusses the unique challenges of raising capital in today’...

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 h...

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 r...

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 a...

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 hig...

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 busi...

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...

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 care...

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 i...

In this insightful episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Dave Foster, a qualified intermediary and seasoned expert in real estate investing, to explore the powerful wealth-building tool known as the 1031 exchange. Dave shares his personal journey in real estate investing and emphasizes the importance of knowing your 'why' - the deeper purpose behind your invest...

In this episode of the Know Your Why podcast, Dr. Jason Balara sits down with Andrew Postell, a real estate investor who shares his inspiring journey from humble beginnings to achieving financial independence through real estate investing. Influenced by his uncle, Andrew began with house hacking and the BRRRR method to build his portfolio. He discusses the challenges he faced, including a lack of...

In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes real estate investor Randal McLeaird, who shares his transformative journey in the real estate industry. Randal’s path began during his college years, driven by a desire to own a home. His extensive experience across mortgages, title transactions, and property acquisitions laid the groundwork for what would become a robust rea...

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with real estate expert Greg Bronson, who brings 19 years of experience in the industry. Greg shares his in-depth knowledge of residential real estate, student housing, and senior housing, offering valuable insights into the various asset classes and their unique demand drivers. As an industry veteran, Greg highlights how the...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara is joined again by seasoned real estate investor Lane Kawaoka, who shares his journey from managing single-family rentals to becoming a major player in syndication deals and development projects. Lane provides valuable insights into the current real estate landscape, emphasizing the importance of adapting and diversifying investme...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara is joined by Patricia Andre-Wiltens and Tony Persaud, real estate agents and founders of The Unengaged Agent. Patricia and Tony dive into the crucial role of social media marketing and technology in today’s real estate industry. The conversation emphasizes the impact of video content on client relationships and brand building, wit...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Jeffrey Panik, who shares his journey from military service to becoming a financial planner, and his passion for improving financial literacy among young people. Jeffrey reflects on his own experience with student loan debt and the financial challenges many college students face today. Key Highlights: - Purpose Befo...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Keshav Kolur, full-time real estate investor and founder of Clive Capital. Keshav shares his inspiring journey into real estate and his mission to help everyday investors build generational wealth through alternative investment opportunities. His experience highlights the importance of staying educated on market trends...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Zach Zimmer, who shares his inspiring journey from climbing the corporate ladder to achieving financial independence through real estate investing. Starting with rental properties and eventually expanding into syndications, Zach provides valuable insights into his strategies for building wealth while maintaining the se...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara and Rachel McFarlane provide an in-depth update on the Lark Veterinary Impact Fund. The discussion covers recent performance insights, exciting announcements, and investment opportunities in the fund, which specializes in B-class multifamily properties and established, cash-flowing small businesses. Jason and Rachel highlight the...

In this episode of the Know Your Why Podcast, host Dr. Jason Balara speaks with Travis Freeman, a self-made millionaire, financial planner, and author of The Fortune of Youth . Travis shares his inspiring journey from growing up on food stamps to becoming a successful entrepreneur. He dives into the pivotal moments of his career and personal life, offering practical advice on entrepreneurship, inv...

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Dr. Megan Sprinkle, a leading veterinary nutritionist, to dive into her unconventional journey in veterinary medicine. Megan shares how exploring non-traditional career paths, embracing curiosity, and thinking outside the box has been key to her personal and professional fulfillment. Whether you're a veterinarian or...

In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Freddie Rappina, a seasoned wealth advisor and retired police officer, to dive deep into the financial strategies that separate the wealthy from the average American. Freddie shares insights on how to play the financial "chess game" to build lasting wealth, as opposed to the simpler, often ineffective "checker...

In this episode of "Know Your Why Podcast," Dr. Jason Balara interviews Jake Falcon, a seasoned financial advisor with nearly 20 years of experience in the financial services industry. They discuss the importance of financial planning, strategies for navigating uncertain markets, and practical steps for preparing for retirement. Key Highlights: - Background: Jake shares his journey from...