Best Chicago Real Estate Financial Planner Podcasts (2024)

1
Warning - Risks of Interest Rates Rising When Investing in Real Estate 47:16

2h ago47:16

47:16

There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…

1
283: Interview with Doctor of Physical Therapy, Author & Instructor of Ergonomics, Dr. Bethany Valachi 35:51

1h ago35:51

35:51

Dr. Bethany Valachi, PT, DPT, MS, CEAS is author of the book, “Practice Dentistry Pain-Free: Evidence-based Strategies to Prevent Pain & Extend Your Career,” clinical instructor of ergonomics at OHSU School of Dentistry in Portland, Oregon and Ergonomics Editor for DPR magazine. Bethany is a doctor of physical therapy who has worked exclusively wit…

1
Warning - Risks of Tenants Trashing Properties When Investing in Real Estate 45:09

2h ago45:09

45:09

In this special class about the dangers, risks and warnings of investing in real estate: The #1 fear that keeps potential landlords and new real estate investors up at night! Expert insights on why this fear is more common among inexperienced landlords and investors in challenging real estate markets. Real-life horror stories of tenants causing sig…

1
282: Interview with a General & Restorative Dentist, Dr. Crystal Schneider 36:11

4h ago36:11

36:11

Dr. Crystal is a comprehensive restorative dentist who practices in Mentor, Ohio. Her approach to patient care and practice management is to maintain curiosity, kindness, and excellence while providing a balanced approach, leaning in on evidenced based principles. She established her private practice in 2010 and is the sole owner operator of her bo…

1
How to Analyze an All-Cash Rental Property Purchase 1:13:23

7h ago1:13:23

1:13:23

Interested in learning how to analyze deals using The World's Greatest Real Estate Deal Analysis Spreadsheet™? Specifically, do you need to know how to analyze a deal purchased with an interest-only loan? In this special deal analysis, you will: Discover the secret strategy for analyzing the purchase of a rental property with an interest-only loan …

1
281: Interview with Director at Nadapayments, Roman Shtimerman 28:27

7d ago28:27

28:27

Roman is a merchant processing specialist with a fresh, modern take on fintech. As the director of Nadapayments, he brings over 10 years of experience working closely with dentists and dental groups. With a background in Psychology and Business Management, Roman has a unique knack for helping business owners thrive in today's financial landscape. N…

1
Haunted Houses or Hidden Treasures? Decoding Stigmatized Real Estate 24:51

4d ago24:51

24:51

Life has risks. Investing adds new risks. Investing in real estate adds new risks specific to real estate investing. One risk that is unique to real estate investing is the risk of buying a stigmatized property or having a property become stigmatized while you own it. In this class, James will: Uncover hidden gems in the real estate market and turn…

1
280: Interview with Bestselling Author, Podcast Host & CEO of The Jon Gordon Companies, Kathryn Gordon 36:56

4d ago36:56

36:56

Kathryn Gordon is a wife, mother, businesswoman, movie producer, bestselling author of Relationship GRIT, host of the Kathryn for Real podcast and CEO of The Gordon Companies. A graduate of Old Dominion University, Kathryn became a top producer in sales for several companies before deciding to follow her passion as an actress and model. After the b…

1
Real Estate Investing Through Massive Foreclosure Periods 51:12

25d ago51:12

51:12

Real Estate Investing Through Massive Foreclosure Periods Join us for an exclusive episode of the REFP podcast, focusing on "Real Estate Investing Through Massive Foreclosure Periods." In this enlightening episode, you'll dive into the following insights: Discover the secret to making money during economic downturns, a strategy that can set you apa…

1
279: Interview with Co-Founder & CEO of Productive Dentist Academy, Dr. Victoria Peterson 41:07

11d ago41:07

41:07

Dr. Victoria Peterson combines 30 years of dental entrepreneurial experience with a degree in Spiritual Studies to bring a refreshing approach to business. Her career began as a registered dental hygienist and leveraged her knowledge to accelerate the marketing and business outcomes for dental practices across the nation. During that time, she deve…

1
Deal Alchemy™ - Debt Paydown to Cash Flow 25:19

1M ago25:19

25:19

Deal Alchemy™ - Debt Paydown to Cash Flow Join us for an exciting and enlightening class with James Orr as he delves into the fascinating world of Deal Alchemy™. In this class, listeners will discover a surprisingly powerful strategy that has the potential to drastically improve cash flow on rental properties. Whether you're considering buying a ne…

1
278: Interview with Marketing Speaker and Owner & CEO of Studio EightyEight, Joshua Scott 39:20

18d ago39:20

39:20

Joshua Scott is a marketing speaker and fractional CMO who has spent the last 23 years in the dental industry. He is the owner and CEO of Studio EightyEight - Dentistry’s Story-Driven Marketing Agency. Recently named as the Top Healthcare Marketing Agency in the United States by Healthcare Business Review, their mission is to create more authentic …

1
Tax Deductibility of PMI Payments 14:20

1M ago14:20

14:20

Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…

1
277: Interview with Cosmetic Dentist & Practice Owner, Dr. Desiree Yazdan 35:00

25d ago35:00

35:00

Dr. Yazdan is passionate about cosmetic dentistry and has a practice in Newport Beach, CA offering high end cosmetic dentistry to her patients. Having completed research and publications on enamel development and receiving her Masters in Craniofacial Biology and Doctor of Dental Surgery from the University of Southern California, Dr. Yazdan’s exper…

1
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! 31:03

2M ago31:03

31:03

Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…

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276: Interview with Solution Center Manager at CEDR HR Solutions, Grace Godlasky 36:08

1M ago36:08

36:08

Grace has been with CEDR Solutions for ten years. She is currently CEDR's Solution Center Manager. Prior to managing the Solution Center, she served as both a Solution Center Advisor and as a Compliance Officer with CEDR. Her favorite area of HR is paid leave laws. Grace graduated cum laude from Georgia State University's School of Law. Prior to at…

1
How to Analyze an All-Cash Rental Property Purchase 1:08:48

2M ago1:08:48

1:08:48

How to Analyze an All-Cash Rental Property Purchase Deal analysis is important. Learning how to analyze deals is a critical skill for all real estate investors, whether you're financing 100% of the purchase or buying a property without a loan at all and paying all cash. In this class, we will look at how deal analysis changes when you plan to buy a…

1
How Return on Investment Changes Based on Credit Score With PMI 41:50

2M ago41:50

41:50

How Return on Investment Changes Based on Credit Score With PMI Does your credit score really matter when you're buying rental properties? Sure, your credit score impacts the mortgage interest rate you can get with traditional mortgages. And yes, your credit score affects how much private mortgage insurance (PMI) will cost. Your credit score can al…

1
Is It Better to Buy Rentals with 25% Down or All Cash After Buying an Owner-Occupant? 31:24

2M ago31:24

31:24

So, are you stressing out over higher mortgage interest rates and properties not cash flowing as well as they used to, or in some markets, not having positive cash flow at all... even with 25% down? What's a real estate investor seeking financial independence to do? In this class, we will compare two strategies. In both strategies, you first buy an…

1
275: Interview with Podcast Host & Founder of Mommy Dentists in Business, Dr. Grace Yum 19:15

2M ago19:15

19:15

Welcome to a very special episode of the Mommy Dentists in Business podcast! This week, we're celebrating a remarkable milestone as we joyously mark our 7th birthday. Get ready as Dr. Yum takes the mic to share her heartfelt journey with MDIB, navigating uncertainty to build a vibrant community for mommy dentists everywhere. Join us as she reminisc…

1
The Impact of Buying Properties at a 5% Discount When Nomading™ 26:21

3M ago26:21

26:21

So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…

1
274: Interview with CPA & Financial Planner at Cain Watters & Associates, Brittany Frazier 35:35

2M ago35:35

35:35

Brittany Frazier is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish, and a Master of Science in accounting. After beginning her career in New York City at PricewaterhouseCoopers she joined the Cain Watters and Associates (CWA) team in Dallas in 2013. Brittany guides …

1
Deal Alchemy™ - Black Box Cash Flow 31:53

3M ago31:53

31:53

Deal Alchemy™ - Black Box Cash Flow Deal Alchemy™ is all about manipulating returns to get the returns you desire most. One variation of Deal Alchemy™ has you think about your rental property investment as a black box. You put money into the black box, some magical things happen over the next few years and out pops profit which you can spend like c…

1
273: Interview with Oral Pathologist and Vice President of CAMP Laboratory, Dr. Ashley Clark 27:40

2M ago27:40

27:40

Dr. Ashley Clark is a board-certified oral pathologist currently serving as the Vice President of CAMP Laboratory in Indianapolis, Indiana after a nearly decade-long career serving as an oral pathologist in academia. She is on the Professional Board for Oral Cancer Cause and Digital Dental Notes and the Advisory Board for General Dentistry. Dr. Cla…

1
Warning - Risks of Rental Demand Declining When Investing in Real Estate 27:07

3M ago27:07

27:07

Warning - Risks of Rental Demand Declining When Investing in Real Estate Risk, risk, risk... Life is full of risks. To a limited degree, we get to choose which risks we voluntarily take on. For example, if you choose to invest in real estate, you choose to take on some additional risks that you might not—directly—face if you opt to invest in someth…

1
272: Interview with Author, TEDx Speaker and Storyteller, Heather Chauvin 32:42

3M ago32:42

32:42

Heather Chauvin is a leadership coach who helps ‘successful’ women courageously and authentically live, work, and parent on their own terms. Heather started her career as a social worker helping adults understand children’s behavior. But it wasn’t until 2013 when a stage 4 cancer diagnosis pushed her to take a deeper stand for change, uncovering ho…

1
Private Mortgage Insurance Myths 27:22

3M ago27:22

27:22

Private Mortgage Insurance Myths Reputation can be a challenging thing. I have found, through many conversations with clients over the years, that Private Mortgage Insurance (PMI) has a questionable reputation with home buyers in general and investors in particular. However, much of its reputation is based on half-truths, bad information, lies, and…

1
271: Interview with Professor of Geology and Geophysics and Member of the Global Change and Sustainability Center at the University of Utah, Gabriel Bowen 26:16

3M ago26:16

26:16

Gabriel Bowen is a Professor of Geology and Geophysics and member of the Global Change and Sustainability Center at the University of Utah, where he leads the Spatio-temporal Isotope Analytics Lab (SPATIAL) and serves as director of the SIRFER stable isotope facility. His research focuses on the use of spatial and temporally resolved geochemical da…

1
Warning - Risks of Neighborhood Decline When Investing in Real Estate 28:21

4M ago28:21

28:21

Warning - Risks of Neighborhood Decline When Investing in Real Estate Everything in life has risks. Not investing adds certain types of risks, while investing adds other risks. One risk that some real estate investors face is the possibility that the neighborhood they're investing in will decline, causing values and/or rents to drop. So, how do we …

1
270: Interview with Dentist, Practice Owner, and Co-Founder of Yapi, Dr. Gina Dorfman 40:19

3M ago40:19

40:19

Dr. Gina Dorfman, a dentist, practice owner, and entrepreneur with over two decades of experience, has made significant contributions to the field of dentistry. After graduating from the University of Southern California with a degree in Biochemistry in 1996 and completing her dental training in 2000, she opened her practice near Los Angeles, Calif…

1
How to Analyze a Duplex 21:02

4M ago21:02

21:02

How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…

1
269: Interview with an Author and Yoga Therapist, Ann Swanson 30:28

4M ago30:28

30:28

Ann Swanson is the author of the internationally bestselling book SCIENCE OF YOGA and, recently, Meditation for the Real World, which illuminates the fascinating science behind meditation with step-by-step practices to help you find peace in everyday life. However, Ann wasn’t a naturally “chill person,” and meditation didn’t come easy to her. Overc…

1
How to Analyze Deals with Private Mortgage Insurance (PMI) 12:37

4M ago12:37

12:37

How to Calculate PMI If you're a house hacker, Nomad™, investor buying properties with less than 20% down, or buying creatively where the seller has PMI, you'll want to make sure you know how to analyze deals that have Private Mortgage Insurance. In this mini-class, James will cover how to analyze deals that have PMI, with an emphasis on doing it u…

1
268: Interview with Top 1% Attorney, High Conflict Negotiator and International Bestselling Author, Rebecca Zung 38:05

4M ago38:05

38:05

As a lawyer recognized by US News as one of the Best Lawyers in America (top 1%), and with a career spanning 24 years, Rebecca’s credibility is well-established. Her meteoric rise going from a college dropout and single mother to a one of the nation’s most powerful attorneys representing high-profile clients illustrates her resilience and dedicatio…

1
Is it Better to Pay Off Properties with Cash Flow or In Full When Nomading™? 36:00

4M ago36:00

36:00

In many cases—not all, but many cases—real estate investors can speed up the time it takes to become financially independent by choosing to pay off the mortgages on their properties early. Sometimes it makes sense to take every extra dollar beyond a healthy amount of reserves and aggressively pay off properties as quickly as possible. Other times, …

1
267: Interview with a Cosmetic Dentist & Resilience Enthusiast and Philanthropist, Dr. Christina Monford-McNish 28:36

4M ago28:36

28:36

Dr. Christina Jade Monford-McNish a native of Jacksonville, Florida where she and her family currently reside. Dr. Monford-McNish has been practicing for eleven years as cosmetic dentist. Her goal is to provide high quality and compassionate care for the broadest imaginable range of dental care while building meaningful relationships over the cours…

1
Deal Alchemy™ - Residential vs Commercial Property 14:50

4M ago14:50

14:50

Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…

1
266: Interview with the Lead Doctor of a Dental Partnership Organization Practice and CFO of APEX Payment Solutions, Dr. Suzanne Allmand 34:32

4M ago34:32

34:32

Dr. Suzanne is the Lead Doctor of a thriving Dental Partnership Organization practice and serves as the CFO of Apex Payment Solutions, one of the fastest-growing merchant services companies in the dental field. She has dedicated her career to serving the dental community, serving as faculty at Indiana University Dental School and as the clinic dire…

1
Warning - Risks of Loan Called Due When Investing in Real Estate 30:10

5M ago30:10

30:10

Warning - Risks of Loan Called Due When Investing in Real Estate Investing in real estate adds some risk to an already risk-filled life. However, certain activities and strategies when investing in real estate create additional risks that other strategies and activities do not have. For example, choosing to utilize strategies where the lender has t…

1
265: Interview with board certified Prosthodontist & Certified Dental Technician, Dr. Miles Cone 38:17

4M ago38:17

38:17

Dr. Miles Cone graduated from Tufts Dental School and completed a 3-year Prosthodontic residency in the U.S. Army. In addition to achieving board certification and diplomate status within his specialty, Dr. Cone has earned his designation as a Certified Dental Technician. Dr. Cone’s career revolves around his role as a is Key Opinion Leader, intern…

1
How to Analyze Buying a Rental Property at a Discount 36:46

5M ago36:46

36:46

How to Analyze Buying a Rental Property at a Discount in Chicago Some real estate investors insist on only buying properties where they can purchase them at a significant discount. While not mutually exclusive, other investors insist on buying quality properties at a fair price as long as it gets them their desired returns and will stand the test o…

1
How to Calculate PMI 13:27

5M ago13:27

13:27

How to Calculate PMI If you're planning to buy a property and put less than 20% down, you're likely to be required to pay Private Mortgage Insurance. Lenders prefer that you put at least 20% down, but if you insist on putting less than 20% down, they may still make the loan. However, they will usually do so at a slightly higher mortgage interest ra…

1
Is it Better to Buy Rentals with 20% Down or For All Cash After Buying an Owner-Occupant First? 31:11

5M ago31:11

31:11

There are a large number of investing strategies you could pursue as a real estate investor: Nomad™, house hacking, fix and flip, buying 20% down rentals, buying 25% down rentals, saving up to buy free and clear rentals and many, many more options. Which is the best? Which gets you to financial independence fastest? Which gives you the highest net …

1
264: Interview with dentist and Founder & CEO of Dental Consent Cloud, Dr. Sarah Khan 22:31

5M ago22:31

22:31

Dr. Sarah Khan began her dental career after graduating from the University of Pennsylvania in 2011, and have since bought and grown two practices in Seattle, WA, over a span of 12 years. Her journey reflects a deep commitment to delivering exceptional dental care, coupled with a keen understanding of the intricacies of healthcare business manageme…

1
Deal Alchemy™ - Increasing Down Payment 19:56

6M ago19:56

19:56

Deal Alchemy™ - Increasing Down Payment There are four primary returns from investing in rental properties: appreciation, cash flow, debt paydown, and the tax benefits of depreciation. Additionally, there is a secondary return in the form of the interest earned on the reserves required to make the investment in the first place. Many real estate inv…

1
263: Interview with General Dentist & Practice Owner, Dr. Laura Cox Williams 30:52

5M ago30:52

30:52

Dr. Laura Williams did not come from a dental family, but by the age of 12 she knew she wanted to be a dentist. Growing up in rural West Virginia, Laura and her family did not know any female dentists to serve as a role model, but her parents valued higher education and encouraged her on this career path. She graduated Magna Cum Laude from Concord …

1
Warning - Risks of Rental Property Expenses When Investing in Real Estate 43:05

6M ago43:05

43:05

Warning - Risks of Rental Property Expenses When Investing in Real Estate Risk is all around us. When we choose to invest in anything, we’re choosing to take on the additional risk characteristics of that investment. For example, when we choose to invest in real estate, we choose to take on the risk characteristics of the specific real estate inves…

1
262: Interview with Founder & CEO of Great Dental Websites, Jeff Gladnick 27:20

6M ago27:20

27:20

Although Jeff comes from a family of 7 dentists, he never received “the calling” and instead became a software engineer. After creating a website for his dad’s clinic, he was approached by other members of his family to create their websites, and eventually founded Great Dental Websites. What started as a family project has evolved into the company…

1
How to Analyze a New Construction Single-Family Home Property 33:47

6M ago33:47

33:47

How to Analyze a New Construction Single-Family Home Property in Chicago Your ability to analyze deals is arguably the most important skill as a real estate investor. It allows you to make smart investment decisions and helps you avoid making career-ending bad decisions, such as buying cash-flowing-sucking vampire properties. In this class, James w…

1
261: Interview with general dentist & Cofounder of Cocofloss, Dr. Chrystle Cu 25:27

6M ago25:27

25:27

After years of filling preventable cavities, Dr. Chrystle Cu set out on a mission: Reduce tooth decay and gum disease by creating a floss so effective and delightful that people would actually look forward to using it. In 2015, Cocofloss was born. Since then, her innovative oral-health company has sold over 5 million spools of Cocofloss and gained …

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Chicago Real Estate Financial Planner Podcasts

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