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Podcast 300. The Future of Cost Segregation and Real Estate Investing with Gian Pazzia
Join us on Average Joe Finances as our guest Gian Pazzia an expert in tax and accounting for real estate. They discuss Gian's background, from his family's humble beginnings in Italy to his current role helping businesses and real estate owners find tax...
Podcast 299. Proactive Planning: Ensuring a Legacy of Love with Sara Ecklein
Join us on Average Joe Finances as our guest Sarah Ecklein, a private fiduciary from the Bay Area, California. Sarah shares insights into her profession, the importance of estate planning, and her journey from aspiring hospice nurse to fiduciary. She discusses the...
Podcast 298. Decoding the Enneagram: Money and Personality with Douglas Lynam
Join us on Average Joe Finances as our guest Doug Lynam, a former Benedictine monk turned financial advisor and author, shares his unique life story, detailing his upbringing in an affluent family with financial struggles, joining the Marine Corps, and eventually...
Podcast 297. Harnessing Real Estate for Family and Fortune with Ken Gee
Join us on Average Joe Finances as our guest Ken Gee, founder and managing partner of KRI Partners, shares his inspiring journey from growing up in Toledo, Ohio, working as a CPA and commercial lender, to becoming a successful real estate investor. Ken discusses his...
Podcast 296. Investing Wisdom and AI Insights with Richard Wilson
Join us on Average Joe Finances as our guest Richard Wilson, founder of the Family Office Club, shares insights on building an investor club and integrating AI tools to optimize investment processes. He details his journey into finance, starting businesses from a...
Podcast 295. Retirement Planning: Discovering Reverse Mortgages with Kevin Guttman
Join us on Average Joe Finances as our guest Kevin Guttman, a seasoned reverse mortgage professional. Kevin shares his journey from managing his father's rental properties at a young age to entering the mortgage industry in 2004. He discusses the evolution of...