Épisodes

  • Episode 342: Exploring Opportunities in Real Estate, with Jim Black

    Episode 342: Exploring Opportunities in Real Estate, with Jim Black
    Jun 27 2025
    Jim has been a licensed REALTOR® since 2004, personally helping hundreds of clients buy, sell, or invest in real estate. Jim is passionate about his commitment to ensuring each client receives a white glove experience when dealing with one of the biggest purchases of their lives. After college, Jim joined the world of finance and quickly realized the cubicle life wasn't for him. He wanted to help people in a greater capacity. His two daughters, Anna and Madeline, are the greatest motivation behind his drive and success. And, ultimately, he challenges himself, every day to create a bigger world for his teammate, clients, and his family. Jim founded The Jim Black Group in 2013. Located in Central Mass and serving clients in MA and CT, we are a full-service real estate firm committed to providing the highest level of service to clients. Jim and his team understand that to provide world-class service you must work with sincerity and integrity, and will be with you every step of the way ensuring a smooth transaction. This makes for an unforgettable experience so that clients become raving fans and continue to refer the Jim Black Group to everyone they know! What You Will Learn: Who is Jim Black?How does Jim guide new investors in getting started in real estate?What resources does Jim recommend for understanding the investment process?How does Jim handle the financing and closing process for property purchases?How has Worcester changed in recent years to become more attractive for real estate investment?What industries contribute to Worcester's growth and appeal for new residents?How has Jim adapted his investment strategy over the years as his financial goals have evolved?How has Jim built wealth through real estate, particularly with mortgage paydown strategies?What are the benefits of choosing a 15-year mortgage over a 30-year mortgage?How does Jim view the real estate market in Massachusetts, particularly in Worcester?What key industries contribute to Worcester's economic growth?What type of properties does Jim recommend for new investors looking for cash flow?How has the real estate landscape changed in Springfield and surrounding areas over the years?What strategies does Jim suggest for investors looking to enter the market today?How does Jim approach mid-term rentals as an investment strategy?What challenges do investors face in terms of cash flow in the current market?How does Jim's team structure support a balanced work-life approach?What advice does Jim have for agents looking to build relationships with investors?Michael shares his contact information so that everyone can reach him. Additional Resources from Jim Black: Website: https://www.jimblacksellshomes.com/Email: jim@jimblackgroup.comLinkedIn: https://www.instagram.com/jimblackgroup/Facebook: https://www.facebook.com/JimBlackGroup/Instagram: https://www.instagram.com/jimblackgroup/ Attention Investors and Agents Are you looking to grow your business?Need to connect with aggressive like-minded people like yourself?We have all the right tools, knowledge, and coaching to positively effect your bottom line.Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    34 min
  • Episode 341: Transforming Financial Futures, with Michael Drew

    Episode 341: Transforming Financial Futures, with Michael Drew
    Jun 20 2025
    As the CEO of Real Estate Done 4 U, Michael Drew has helped hundreds of investors worldwide achieve their retirement goals through strategic investments in rental real estate, utilizing Cash, IRAs, Mortgages, and 1031 Exchanges helping investors replace their W2 / earned income with RENTAL INCOME. With experience that includes over 1000 real estate transactions and extensive stock option expertise, he focuses on developing sustainable passive income strategies. Michael's journey into real estate investment was driven by a critical insight: traditional savings and retirement accounts often fail to deliver the necessary growth to secure financial futures. After purchasing his first few rental homes, he recognized the unparalleled benefits of real estate investments. The steady stream of rental income not only provides financial security but also preserves the principal investment – the property itself. As living costs rise, so do rents, ensuring that real estate investments remain a robust hedge against inflation. In his personal time, Michael enjoys traveling with his family of four kids, adventure racing, pickleball, skiing, and speaking at conferences. His passion for real estate and dedication to helping others achieve financial independence continue to drive his professional and personal endeavors. As Michael often says, "Don't wait to buy real estate; buy real estate and wait." What You Will Learn: Who is Michael Drew? What inspired Michael Drew to transition from a stock market focus to real estate investing? What does Michael mean when he says getting wealthy is mainly a math problem? How does Michael define passive income in relation to real estate? What factors does Michael consider when choosing investment locations? What strategies does Michael recommend for stacking the odds in favor of successful investments? How does Michael manage properties and maintain cash flow for his investors? How does Michael assess a potential investor’s situation before making recommendations? What are the steps involved in purchasing a property through Michael's model? How does Michael approach 1031 exchanges for his clients? What unique advantages do certain professions have when it comes to investing in real estate? How does Michael help clients who are busy with their careers to invest passively? Why is it important for investors to focus on cash flow rather than just asset appreciation? How does Michael build long-term relationships with his clients? What strategies does Michael use to maintain communication and trust with his investors? Michael shares his contact information so that everyone can reach him. Additional Resources from Michael Drew: Website: https://www.realestatedone4u.com/ LinkedIn: https://www.linkedin.com/in/michaeldrew212/ Facebook: https://www.facebook.com/RealEstateDone4U/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    34 min
  • Episode 340: Unlocking Wealth through Alternative Investing, with Eddie Speed

    Episode 340: Unlocking Wealth through Alternative Investing, with Eddie Speed
    Jun 11 2025

    Eddie Speed is renowned as one of the nation's top note educators with more than 40 years of experience. He founded NoteSchool, an esteemed training company that focuses on educating individuals about purchasing both performing and non-performing discounted mortgage notes.

    His structured note-investing education has led thousands of students to success. Additionally, he holds the positions of Owner and President at Colonial Funding Group LLC. specializing in acquiring and brokering discounted real estate secured notes. Furthermore, Eddie is a principal in a family of Private Equity funds dedicated to acquiring bulk portfolios of notes.

    What You Will Learn:

    • Who is Eddie Sppes?
    • What prompted Eddie Speed to enter the note buying business at such a young age?
    • How did Eddie’s father-in-law influence his career in real estate?
    • What significant experiences has Eddie had during his 44 years in the note investing industry?
    • What does it mean to buy a note, and how does it differ from traditional real estate investing?
    • How does Eddie structure the notes he buys to ensure they are more valuable?
    • What advantages do notes offer compared to traditional rental properties?
    • What are the key benefits of investing in notes that Eddie highlights for potential investors?
    • What initial steps should someone take when considering investing in owner financing?
    • How can individuals without cash still succeed in real estate investing?
    • What are the key risks associated with note investing, and how can they be mitigated?
    • Why is it important to start with a good piece of property in note investing?
    • How does the current economic climate influence the note investing market?
    • What factors affect the timing of note investing opportunities?
    • What options are available for students interested in working with your coaching program?
    • What benefits does note investing offer for real estate agents?
    • Eddie shares his contact information so that everyone can reach him.

    Additional Resources from Eddie Sppes:

    • Website: noteschool.com, colonialfundinggroup.com
    • Email: max@noteschool.com
    • Phone: +1817-410-4103
    • LinkedIn: https://www.linkedin.com/company/noteschool/
    • Facebook: https://www.facebook.com/thenoteschool
    • X: https://x.com/TheNoteSchool
    • Instagram: https://www.instagram.com/thenoteauthority/#
    • YouTube: https://www.youtube.com/@NoteSchool

    Attention Investors and Agents

    • Are you looking to grow your business?
    • Need to connect with aggressive like-minded people like yourself?
    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.
    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    38 min
  • Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA

    Episode 339: Understanding Tax Compliance, with Carlos Samaniego EA
    Jun 4 2025
    Carlos Samaniego is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book, The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid. As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience. Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title What You Will Learn: Who is Carlos Samaniego EA? What is Carlos Samaniego's background and how did he get into tax consulting? What pivotal moment in Carlos's early career led him to realize the importance of proper tax withholding? How did Carlos navigate his tax issues over the eight years he didn't file? How does Carlos's experience shape his approach to helping clients with tax issues? What changes occurred in IRS collection practices during and after the COVID-19 pandemic? What is the significance of the "final notice before levy" that the IRS sends to taxpayers? How does Carlos engage with clients from different parts of the world, including expats? What should clients expect during the initial consultation with Carlos regarding their tax issues? How does Carlos address the fear and stigma associated with dealing with tax problems? What is the hardest part for clients when they first reach out to Carlos regarding their tax problems? What information can Carlos access once he files the power of attorney? How does Carlos compare his investigative process to a doctor's examination? What does the compliance step entail in dealing with tax issues? What options does Carlos offer for resolving tax debts based on their size? How does Carlos help clients who owe large tax balances through programs like currently not collectible status or offer in compromise? What common misconceptions do people have about tax resolution companies? How does Carlos engage with clients from different parts of the world, including expats? What advice does Carlos give regarding the importance of separating personal and business finances? How can real estate agents and self-employed individuals better manage their records to avoid tax issues? Carlos shares how everyone can contact him. Additional Resources from Carlos Samaniego EA: Website:https://www.taxdebtconsultant.com/, http://carlossamaniego.com/ LinkedIn: https://www.linkedin.com/in/carlossamaniego/ Facebook: https://www.facebook.com/taxdebtconsultant/ X: https://x.com/carlossamaniego Instagram: https://www.instagram.com/jcarlossamaniego/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    38 min
  • Episode 338: Building Success through Real Estate, with Bob Lachance

    Episode 338: Building Success through Real Estate, with Bob Lachance
    May 28 2025
    Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe. At 30 with his pro hockey career over, he self-educated himself in real estate and began his career in the trenches as a real estate investor. He acquired his first flip in 2004 and has done over 1,500 transactions since then. He has also started 2 very successful real estate coaching programs, 3 virtual assistant staffing companies, and much more. Bob is the owner of REVA Global LLC which focuses on offering trained real estate virtual assistants to real estate professionals. Over the years he has experienced various setbacks where others would have simply thrown in the towel. Through the ups and downs both in business and life, his humble commitment to the daily process is something listeners can gravitate towards. What You Will Learn: Who is Bob Lachance?What was Bob Lachance's background before entering real estate?How did Bob transition from a professional hockey career to real estate investing?What motivated Bob to pursue a career in real estate?How did Bob's first real estate deal unfold, and what did he learn from it?What strategies did Bob use to find and finance his first property?How did Bob approach learning about short sales and negotiating with banks?What challenges did Bob face during his early investment career?How did Bob's involvement with a real estate education company influence his career?What was Bob's role in building the coaching program for Fortune Builders?What led Bob to start a virtual assistant company, and how does it serve real estate investors?How does Bob view the role of service in his business?What lessons did Bob learn from his experiences in real estate and coaching?How did Bob's virtual assistant company evolve and what benefits does it offer?How do virtual assistants help in the real estate and medical fields?What challenges do businesses face when hiring traditional staff versus virtual assistants?How can virtual assistants contribute to efficiency and cost savings in a business?What strategies does Bob recommend for finding and utilizing virtual assistants?How has the perception of remote work changed since COVID-19?How can real estate investors remain open to opportunities as they progress in their careers?What are some key takeaways from Bob's journey in real estate and business?Bob shares how everyone can contact him. Additional Resources from Bob Lachance: Website: www.revaglobal.comPhone: 860-680-1169Email: bob@revaglobal.comLinkedIn: www.linkedin.com/in/boblachanceFacebook: www.facebook.com/robert.lachance.10 Attention Investors and Agents Are you looking to grow your business?Need to connect with aggressive like-minded people like yourself?We have all the right tools, knowledge, and coaching to positively effect your bottom line.Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCgEpisode 338: Building Success through Real Estate, with Bob Lachance
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    35 min
  • Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver

    Episode 337: Maximizing Tax Benefits through Cost Segregation, with Erik Oliver
    May 21 2025

    Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.

    What You Will Learn:

    • Who is Erik Oliver?

    • How does selling a property and carrying the note benefit the seller?

    • What is the concept of the "velocity of money" in investing?

    • How can self-directed IRAs be utilized for note investing?

    • What are the tax advantages of using a health savings account (HSA) for investments?

    • How is interest income from notes taxed for individual investors?

    • What happens to the depreciation recapture when a property is sold?

    • How has the percentage of bonus depreciation changed from 2022 to 2027?

    • What legislative actions are currently being discussed regarding bonus depreciation?

    • How can investors prepare for potential changes in tax legislation affecting real estate?

    • How can real estate investors utilize these tax credits to their advantage?

    • What should a real estate investor do if their current tax preparer is unaware of these tax strategies?

    • How can real estate agents use cost segregation to differentiate themselves in the market?

    • What is the process for business owners, such as dentists, to benefit from cost segregation?

    • How can cost segregation be applied to dental offices and other medical practices?

    • How flexible is the timing for conducting a cost segregation study after purchasing a property?

    • What are the tax implications for international investors, such as Canadians, who own U.S. properties?

    • What key takeaway does Erik emphasize about the difference between tax preparers and tax strategists?

    • How can real estate professionals leverage cost segregation to provide value to their clients?

    • Erik shares how everyone can contact her.

    Additional Resources from Erik Oliver:

    • Website: https://csap.com/

    • Email: erik@costsegauthority.com

    • LinkedIn: https://www.linkedin.com/in/erik-oliver-b800657/

    Attention Investors and Agents

    • Are you looking to grow your business?

    • Need to connect with aggressive like-minded people like yourself?

    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.

    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    37 min
  • Episode 336: Exploring Note Investing Strategies, with Fred Moskowitz

    Episode 336: Exploring Note Investing Strategies, with Fred Moskowitz
    May 21 2025

    Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing.

    Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.

    He has been making an impact by sharing his unique result oriented education and actionable steps on wealth building, mindset, and success.

    What You Will Learn:

    • Who is Fred Moskowitz?
    • What was Fred Moskowitz's background before getting into note investing?
    • How did Fred's experience in the tech industry influence his investment strategies?
    • What are the benefits of becoming the lender rather than the borrower in real estate?
    • How can note investing be incorporated into a diversified investment portfolio?
    • How can Fred's book, The Little Green Book of Note Investing, help aspiring investors?
    • What steps should someone take if they want to carry a note for a buyer after selling a property?
    • What challenges do property owners face after many years of ownership that note investing could alleviate?
    • How does Fred explain the concept of cash flow from mortgage notes?
    • What benefits does carrying a note provide for sellers compared to traditional property ownership?
    • How does Fred describe the "velocity of money" and its importance in investing?
    • What strategies can investors use to leverage their self-directed IRAs for note investing?
    • How can investors benefit from buying notes at a discount?
    • What is the significance of capital gains when selling a note?
    • What resources does Fred recommend for individuals interested in learning about note investing?
    • What networking opportunities exist for those interested in note investing?
    • Fred shares how everyone can contact her.

    Additional Resources from Fred Moskowitz:

    • Website: https://www.fredmoskowitz.com/
    • Email: fred@libertiesmanagement.com
    • LinkedIn: https://www.linkedin.com/in/thefredmoskowitz/
    • Instagram: https://www.instagram.com/thefredmoskowitz/

    Attention Investors and Agents

    • Are you looking to grow your business?
    • Need to connect with aggressive like-minded people like yourself?
    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.
    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    36 min
  • Episode 335: Raising Capital for Real Estate Investments, with Kristoper Morin

    Episode 335: Raising Capital for Real Estate Investments, with Kristoper Morin
    May 16 2025

    Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris’s primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors.

    Prior to Three Peaks, Kris spent more than a decade working through progressive leadership roles at some the of the top Advisory Consulting firms in the world, including Accenture. Kris was accountable for helping members of the Fortune 500 to perform competitive assessments and define strategies that would enable them to take advantage of their competitive strengths, exploit industry weaknesses, and achieve operational efficiencies while scaling globally.

    What You Will Learn:

    • Who is Kristoper Morin?
    • What prompted Kristopher Morin to leave his corporate job and pursue real estate?
    • What experiences did Kristopher have as a rising executive at Accenture?
    • How did Kristopher transition from single-family flipping to multifamily investing?
    • What strategies did Kristopher use to build a successful real estate portfolio?
    • What challenges did Kristopher face when flipping houses, and how did he overcome them?
    • How did Kristopher’s journey through real estate lead to the founding of Three Peaks Capital?
    • What is the focus and mission of Three Peaks Capital?
    • How does Kristopher raise capital for his real estate investments?
    • How does Kristopher ensure that his investment strategy remains grounded in long-term value?
    • What type of debt structure does Kristopher prefer for his real estate investments, and why?
    • What process does Kristopher follow from acquiring an asset to managing it effectively?
    • How does Kristopher’s background in strategy and economics inform his real estate decisions?
    • What lessons does Kristopher share about navigating economic downturns with real estate investments?
    • How does Kristopher differentiate between active and passive investing in real estate?
    • What advice does Kristopher offer to professionals considering a transition to real estate investing?
    • Kristoper shares how everyone can contact her.

    Additional Resources from Kristoper Morin:

    • Website: https://www.threepeakscap.com/
    • LinkedIn: https://www.linkedin.com/in/kris-morin-multifamily-real-estate-expert/
    • Facebook: https://www.facebook.com/kris.morin.906/

    Attention Investors and Agents

    • Are you looking to grow your business?
    • Need to connect with aggressive like-minded people like yourself?
    • We have all the right tools, knowledge, and coaching to positively effect your bottom line.
    • Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!

    Our NEW book is out...order yours NOW!

    Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift?

    Get your copy here: https://amzn.to/3SV0khX

    HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    36 min