In this special compilation episode of Uncontested Investing, we’re bringing you the best Deal Maker, Deal Breaker moments from the past year. Our guests have shared incredible insights on pivotal career moments, lessons learned in real estate, finance, and entrepreneurship, and the mindset shifts that led to their biggest wins. From overcoming setbacks to recognizing make-or-break moments, this episode is packed with wisdom to help you navigate your own investment and business journey.
Whether you’re an investor, entrepreneur, or professional looking to level up, these stories will inspire you to take action, bet on yourself, and make smarter decisions in your career.
2024 was an incredible year filled with insights from top industry professionals, each sharing powerful strategies for financial success. In this special recap episode, we’re bringing you the best Money Making Minutes—quick, actionable advice to help you grow your wealth, optimize investments, and build a solid financial foundation. From leveraging AI for long-term business growth to mastering insurance coverage, 1031 exchanges, and the Profit First method, this episode is packed with expert knowledge you won’t want to miss.
We also dive into real estate investing strategies, the importance of flexibility in business, and why admitting what you don’t know can be a superpower. Whether you’re an entrepreneur, investor, or just looking to level up your money mindset, these insights will help you stay ahead of the game.
Episode Highlights
[00:00] Looking back on the best Money Making Minutes of 2024
[00:24] Using AI to predict market trends and future-proof your business
[01:51] The importance of understanding insurance and risk management
[03:56] A simple yet powerful strategy: The Profit First method for financial clarity
[07:17] The “CLEAN” method for smart real estate investing
[10:23] How 1031 exchanges can help you maximize investments and defer taxes
[11:47] Why a personalized routine beats the “hustle culture”
[12:30] The power of admitting what you don’t know to build credibility
[13:56] The mindset shift: Diversification, betting on yourself, and staying adaptable
5 Key Takeaways
1. Use AI for long-term market predictions – Successful businesses stay ahead by analyzing trends 5-10 years into the future, not just short-term market shifts.
2. Know your insurance inside and out – Understanding your coverage and managing risk proactively can save you from costly mistakes.
3. The Profit First method creates financial stability – Setting up separate bank accounts for income, profit, taxes, and expenses helps ensure long-term profitability.
4. Real estate investing requires a strategic approach – The “CLEAN” method (Crime, Economics, Education, Location, Affordability, Need) helps identify strong investment opportunities.
5. Success comes from adaptability and knowledge – Being flexible in your strategy, admitting what you don’t know, and betting on yourself can lead to long-term financial success.
In this inspiring episode of Uncontested Investing, we’re joined by Janine Cascio, CEO of Simplending Financial, a trailblazer in private lending and an advocate for women in finance. Janine shares her journey from studying accounting to leading a nationwide lending company, emphasizing the importance of mentorship, mindset, and building a strong company culture. She discusses Simplending’s growth strategy, the value of networking and education in real estate, and her passion for helping others achieve financial success.
Whether you’re a real estate investor or an aspiring entrepreneur, this episode is packed with actionable insights and inspiration.
In this engaging episode of Uncontested Investing, we’re sitting down with Lee Rogers, President of Real Protect, a leading insurance provider for real estate investors. Lee shares his journey from growing up with a real estate attorney father to leading an innovative insurance company, discussing the challenges of providing customized solutions, fostering strong company culture, and leveraging mentorship and networking for professional growth.
Packed with practical advice and industry insights, this episode is a must-listen for real estate investors looking to protect and grow their portfolios.
In this episode of Uncontested Investing, we are joined by Bryan Kester, CEO and Founder of Site Wire, a company revolutionizing the construction and real estate industries with AI-driven tools. Bryan shares his journey from a homebuilding background to becoming a tech innovator, discussing how he blends construction expertise with technology to streamline processes, scale Site Wire, and responsibly leverage AI for greater efficiency.
Packed with actionable insights, inspiring stories, and expert advice, this episode is a must-listen for anyone navigating the intersection of technology and real estate.
In this week’s episode, we’re sitting down with Ryan Marshall, CEO of Equity Protect, a company revolutionizing real estate security with AI-driven technology. Ryan shares his journey from working as a real estate agent to creating Equity Protect, a company dedicated to protecting deeds and titles from fraud. He provides valuable perspectives on the obstacles of growing a business, the impactful use of data and AI in real estate, and the importance of fostering a strong company culture by empowering employees.
Packed with actionable advice and innovative ideas, this episode is a must-listen for investors and industry leaders like you!
In this insightful episode of Uncontested Investing, you’ll hear from Barry Owens, CEO and founder of End to End Solutions. With over three decades of experience in the real estate industry, Barry shares how he went from starting in mortgage collections to leading a company that’s transforming eviction management. He explains how End to End Solutions provides landlords with efficient, cost-effective services through a single point of contact for evictions, while sharing insights on leadership, business growth, and adaptability in a changing industry.
Whether you’re a seasoned investor or just getting started, this episode will give you actionable takeaways and a fresh perspective on process-driven solutions.
Welcome back to Uncontested Investing! In this episode, I sit down with Rebecca Smith, Vice President of Business Development at Radian Real Estate Management, to explore her incredible 25-year journey in real estate and mortgage finance. Rebecca shares her experience in navigating the ever-evolving industry, including her role in pioneering single-family rental innovations and leading client-driven solutions.
Rebecca also gives us a glimpse into her strategies for leadership, fostering relationships, and adapting to shifting market trends. Whether you’re an investor looking to sharpen your edge or just curious about the intricacies of real estate investing, this conversation is packed with actionable insights and inspiration.
[1:15] – Rebecca shares how she entered the real estate industry and her early career in Salt Lake City.
[3:05] – The real estate boom in Salt Lake City and how it shaped her perspective.
[4:00] – Transitioning to Radian in 2008 and finding opportunities during a financial crisis.
[6:00] – Rebecca’s leadership approach and her commitment to solving clients’ problems.
[9:17] – Money-Making Minute: The importance of adaptability and staying focused in the industry.
[11:16] – Keys to success in REO management and navigating the complexities of investment properties.
[16:21] – The role of mentorship in career development and Rebecca’s advice to young professionals.
[19:42] – Rebecca’s passion for live music and how it keeps her grounded amid a demanding career.
[24:00] – Final advice for investors and a reminder of Radian’s diverse service offerings.
5 Key Takeaways from This Episode:
1. Adaptability is Crucial: Rebecca emphasized the importance of staying flexible and adaptable in the ever-changing real estate market. Whether it’s shifting investment strategies or expanding services, being able to pivot is key to long-term success.
2. Leadership Through Example: As VP of Business Development, Rebecca prioritizes leading by example, focusing on her team’s success and fostering client relationships. She highlights the value of collaboration, innovation, and listening to client needs.
3. Diverse Industry Experience Adds Value: Rebecca’s extensive background—spanning mortgage servicing, asset management, and client relations—has allowed her to develop a well-rounded perspective, enabling her to craft tailored solutions for investors and clients alike.
4. Customer Service is Key to Building Trust: Treating clients’ assets as if they were her own is a cornerstone of Rebecca’s approach. Thoughtful communication, timeliness, and dedication to exceeding expectations set her apart in the industry.
5. Networking Drives Opportunities: Rebecca underscores the importance of trade shows and networking for fostering relationships and unlocking new opportunities. Engaging with peers and clients at industry events helps build trust and expand professional reach.
In this episode of Uncontested Investing, we’re sitting down with Jonas Bordo, CEO of Dwellsy, to explore how his innovative platform is transforming the rental experience for both renters and landlords. Jonas recounts his journey from managing 60,000 rental units to founding Dwellsy, a startup prioritizing transparency and innovation in the rental market.
Jonas also introduces exciting new tools like CompIQ, a customizable comparables engine for investors. Whether you’re a renter, landlord, or real estate investor, this episode provides actionable insights and inspiration!
In this episode, we sit down with Levi Blum, Chief Financial Officer of My Partner Loan, to explore his 15+ years of experience in the mortgage industry and real estate investing. Levi shares his journey from buying duplexes to becoming a private money lender, offering insights into customized loan solutions and how treating clients as business partners drives success.
Tune in to learn actionable strategies for financing your business or real estate goals and how personalized financial solutions can make all the difference!
“You have to build trust. People wanna know that you are real and that’s why you basically have to post a lot – a little bit about yourself, a little bit to uncover your life and your family.”
“I figured they have to learn, they have to realize how it’s not rocket science to invest in real estate. You just have to be in touch with the right people.”
“What I’ve realized in financing, when you finance a property purchase or when you’re refinancing, when there’s too many people involved in the transaction a lot of things fall through the cracks.”
