If your impact-based organization needs incredible executives, Visit YScouts.com now to find your next purpose-driven, performance-proven leader.
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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Welcome to Property Management Brainstorm, the ultimate podcast for property managers, PropTech ventures, and real estate investors! Join industry expert Bob Preston as he brings you the latest trends, best practices, and invaluable guidance in the world of property management. Whether you're just starting or thriving in the business, Property Management Brainstorm is your go-to destination for all things property management. Bob is a nationally known figure in the USA property management in ...
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Charity Auctions Today Founder, Tom Kelly
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On this episode, Max Hansen interviews Tom Kelly, the founder of Charity Auctions Today and the Co-Founder of CompCorePro. Tom Kelly is a dynamic entrepreneur and consultant known for his innovative approaches to reducing costs and enhancing efficiency for businesses and nonprofits. With a remarkable track record of launching three successful compa…
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Relationship Toolbox LLC Founder & CEO, Dr. Patty Ann Tublin
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On this episode, Max Hansen interviews Dr. Patty Ann Tublin, the CEO and Founder of Relationship Toolbox LLC. Dr. Patty Ann is a human behavior, motivation, and performance expert, specializing in the development of emotional intelligence and communication skills that promote optimal individual and group performance, impacting the bottom line. On t…
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On this episode, Max Hansen interviews Alastair Sanderson. Alister Sanderson is the CEO of Operio Group, a transformative enterprise specializing in comprehensive solutions for the food, beverage, nutraceutical, and pharmaceutical manufacturing industries. Since its inception in 2022, merging the expertise of LFA Machines and Vivion Inc, Operio Gro…
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Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
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Do you need help to hire and retain top talent for your business? In this episode, John and Michael Parise are joined by Max Hansen, CEO and co-founder of Y Scouts, the first-ever purpose-based leadership search firm. Together, they dive into the importance of hiring with purpose and discuss strategies for recruiting and retaining top talent to acc…
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Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
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How do the changing tax provisions impact your financial planning? Today on The Truth About Wealth, John and Michael Parise discuss the implications of the expiring tax provisions from the Tax Cuts and Jobs Act. They underscore the necessity of proactive tax planning and the importance of consulting with advisors to maximize benefits before these p…
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Episode 84: Crush it During the Leasing Season Ft Barak Shamir
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Host Bob Preston engages in a dynamic discussion with Barak Shamir of Showdigs, shedding light on the challenges property managers face during the leasing season. This conversation not only helps property managers prepare for the busy season but also offers a solution by showcasing how Showdigs can empower them to optimize their operations. Barak e…
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Episode 83: Property Management Failures Ft Tiffany Rosenbaum
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In this episode, renowned property management expert Tiffany Rosenbaum and seasoned host Bob Preston delve into property management failures and entrepreneurs' struggles. Drawing from their extensive experience, they underscore the importance of learning from failures and mistakes encountered in the journey of growing businesses. Takeaways Failures…
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Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
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How can Management Services Organizations (MSOs) enhance tax efficiency and asset protection for businesses? Today on The Truth About Wealth, John and Michael Parise welcome back Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, for a conversation about the intricacies of management services organizations (MSOs). Doug provides a compr…
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Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
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Is becoming a C Corporation the best tax strategy for your business? Today on The Truth About Wealth, John and Michael Parise speak with Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, about the benefits and tax implications of using C corporations for business structures post Tax Cuts and Jobs Act. They explore the flat 21% tax rat…
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Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
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How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to t…
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Upline Planning: What it is & Why You Need to Do it (Ep. 120)
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Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts. John and Michael also explore a strat…
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Episode 82: Preparing Your Property Management Co for Acquisition Ft Dylan McGrath
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In this episode, host Bob Preston and guest Dylan McGrath discuss how to prepare a property management company for acquisition, what is involved in the process, and various valuation models. If you have ever wondered what it would be like to sell your business and what steps would be involved, this episode is a must-listen! Takeaways: Costs to enga…
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Securing Your Family’s Future Wealth Q&A (Ep. 119)
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How can you secure your family’s future wealth? In short, anticipate change, stay informed, and reach out to your advisor. This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors t…
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Episode 81: Crush Your Biz Dev For Max Door Growth Ft Jeremy Pound
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On this episode, host Bob Preston and guest Jeremy Pound discuss various aspects of business development and new client acquisition in the property management industry. The conversation also delves into the building blocks for creating a successful business development program and the characteristics of a good business development manager. Takeaway…
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Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)
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As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset. But how do you initiate an open dialogue? When is the best time to do it? John and Michael Parise answer these questions and help you perpetuate …
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Episode 80: Five Ways to Kickoff 2024 Ft Bob Preston
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In this episode, Bob Preston shares his top five ways to kickoff 2024 for property management businesses. He emphasizes the importance of strategic planning, organizational checkups, accountability and goals, kickoff meetings, and budget trimming. These steps are crucial for setting the direction, aligning the team, and optimizing resources for a s…
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Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
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Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and coordination of planning between generations. Michael an…
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Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116)
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There have been recent changes in tax laws for Roth accounts. Ready to go over them? In this episode, Chris Ruffino and Michael Parise go into the basics of Roth accounts and the recent changes in tax laws. Chris explains the difference between traditional IRAs, and Roth IRAs while introducing the concepts of a ‘backdoor’ Roth IRA and a ‘garage doo…
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Episode 79: Opportunities in Mid-market Multifamily Ft Bob Hansen
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Bob Hansen, Principal at Second Nature, joins host Bob Preston to discuss the mid-market multifamily rental sector and its challenges and opportunities. He highlights the importance of attracting renters through amenities and value-added services. Bob also discusses the impact of economic factors on rental rates and the challenges tenants face in a…
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Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)
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Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach. Alex Kirby, the Founder and CEO of Total Family Management, joins John and Michael Parise to talk about the concept of family coaching. Alex explains how his company helps families improve their … Read More Read More…
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Episode 78: Optimizing PM Teams for Success Ft Pete Neubig
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Pete Neubig is the co-founder and CEO of VPM Solutions – the first and only staffing solution platform targeted specifically toward property managers and real estate professionals. In addition to his professional accomplishments, he is also an Ironman triathlete. Tune in as Pete shares his experiences and insights with host Bob Preston, discussing …
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Estate Planning: Making The Backstage Process Easier (Ep. 114)
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Do you have a plan for the backstage of generational wealth management? If you don’t, it’s never too early to start capturing the history and values of your family founders. In this episode, John and Michael Parise discuss the importance of planning for the backstage of wealth management, particularly in the event of the passing … Read More Read Mo…
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Episode 77: Hit for the Cycle Ft Bob Preston
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Bob Preston is the founder and creator of Property Management Brainstorm. He goes solo in this episode to unpack the question of what makes Property Management Brainstorm different and explains his experience in "Hitting for the Cycle." Topics covered: (02:00) Bob explains why he is communicating his purpose in property management consulting (02:30…
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Welcome to Episode 94 of the Built on Purpose Podcast, brought to you by Y Scouts. On this episode, Max Hansen interviews Sherry Rais. Sherry Rais is a visionary entrepreneur dedicated to revolutionizing mental healthcare in the workplace. She is the Co-founder and CEO of Enthea, a mental health company dedicated to integrating psychedelic-assisted…
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The Hidden World of the U.S. Mint with David J. Ryder (Ep. 113)
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Ever wondered about the journey of the coins in your pocket? This week on The Truth About Wealth, John and Michael Parise from Copper Beech Financial Group dive into this fascinating world with David J. Ryder, who served as the U.S. Mint Director under two different presidents. From his early days on Wall Street to … Read More Read More…
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Total Family Management Founder, Alex Kirby
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Welcome to Episode 93 of the Built on Purpose Podcast, brought to you by Y Scouts. On this episode, Max Hansen interviews Alex Kirby. Alex Kirby is the CEO of Total Family Management (TFM), a company dedicated to improving family dynamics by offering private family coaching services. Through TFM, he aims to enhance communication, emotional intellig…
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Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)
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What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning. J…
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Episode 76: Building an Online Presence Ft Stephen Fox
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Stephen Fox is the co-founder and Vice President of Operations at Upkeep Media, the company that helps property management companies grow by implementing effective marketing strategies. He joins the show to unpack the importance of having a strong online presence in the competitive property management industry. From the initial interaction with pot…
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Episode 75: My Property Management Journey Ft Travis Bohling
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A handful of entrepreneurs in the property management industry have helped bootstrap and grow a property management company, sold the company, remained in a senior capacity with the acquisition company, and ultimately moved on to start yet another property management venture. One of those individuals is Travis Bohling of Phoenix, Arizona. He is the…
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Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)
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Just as true wealth is more than money, the beauty of Bordeaux goes beyond the bottle. In this episode, John and Michael Parise welcome back guest Tim O’Rourke (for the third time!) to navigate the captivating world of Bordeaux wines. Listen in as they dive into the history, production, and unique characteristics that make Bordeaux … Read More Read…
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Kim Scott is the author of Just Work and Radical Candor and co-founder of a company that helps people put the ideas in her books into practice. Kim was a CEO coach at Dropbox, Qualtrics, Twitter, and other tech companies. She was a member of the faculty at Apple University and before that led AdSense, YouTube, and DoubleClick teams at Google. Press…
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Episode 74: Reducing Property Churn Ft Lior Abramovich
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Churn rate – or also known as attrition rate – is something we all try to avoid but it is a big problem for most property managers. Our guest today unpacks what he is doing to address this challenge. Lior Abramovich is Co-Founder and CEO at Blanket, a company helping property managers keep their doors open by building thriving relationships with th…
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Podcast Host and Author, Mark C. Crowley
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Mark C. Crowley is the author of “Lead From The Heart: Transformational Leadership For The 21st Century,” and his mission is to fundamentally change how we lead people in workplaces around the globe. Mark is a regular columnist for Fast Company Magazine and has been published in USA Today, Reuters, Forbes, the Stanford Social Innovation Review, the…
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Episode 73: Building High-Performing Teams Ft Gwen Aspen
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A high-performing team is more than just a group of talented individuals. It's a cohesive unit that collaborates, focuses on continual improvement, and works toward common objectives to achieve outstanding results. Building high-performing teams has never been more imperative in today's dynamic property management industry. Yet, it has also never b…
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Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)
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Do your kids and grandkids know your family’s legacy? Make sure they do by creating a video memoir! 🎥 In this episode, John and Michael Parise shed light on the importance of transferring values when transferring wealth to create a lasting legacy. They go over some of the questions they ask the families they work … Read More Read More…
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Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)
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Are you struggling with complex estate planning situations? In this episode, John and Michael Parise uncover two case studies, one that worked and one that didn’t. Throughout the two case studies, Michael explains his role in the estate planning process and the challenges of working with a business owner with significant estate tax exposure. Adding…
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Episode 72: Artificial Intelligence (AI) Ft. AJ Shepard
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Property Management Brainstorm host Bob Preston has met many property managers in the industry. Bob and AJ Shepard of Uptown Properties have known each other for the last few years, mainly from their involvement in the NARPM organization. AJ is also a real estate investor, active in real estate syndication, and owns a beer brewery. Bob and AJ discu…
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Episode 71: Property Management Systemization Ft. Paul Kankowski
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If you've spent some years in the property management industry, you have become aware of the value of operational systems. A well-run business must systematize. Webster defines systemization as "arranging according to a definite plan or scheme." Everything property managers must keep streamlined: business development, owner onboarding, move-ins/out…
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The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)
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If you’re looking to diversify your portfolio and try to hedge some of the global inflation investors are seeing today, you might want to consider adding rare tangible assets or collectibles to your portfolio. In this episode, John and Michael Parise speak with Geoff Anandappa, a specialist in rare tangible assets and the founder of … Read More Rea…
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Episode 70: Lessons Learned in Property Management Ft. Amy Hanson
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During his time in the property management industry, Bob Preston has met many property managers all over the USA. One of the most exciting stories he has heard is that of Amy Hanson, who has purchased a property management company, sold it, and started another in a different city. There are many lessons to learn from Amy, including how NARPM has he…
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Hello brainstormers, it's an exciting day for Property Management Brainstorm! If you've been tuning into the podcast recently, I've alluded to a new direction and sense of purpose for Property Management Brainstorm. Well, the time is finally here! Moving forward, Property Management Brainstorm will be a property management consulting company AND a …
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Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)
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So you made your job posting findable and found your key talent… How to ensure they stay with your company? In this episode, Michael Parise and Chris Czarnik briefly recap part one of this two-part miniseries focused on making job postings more findable. This time, they are back to unveil tips and tricks around employee … Read More Read More…
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ShaeWellness VP of Education, Dr. Cam McDonald
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Dr. Cam McDonald is a leader, educator, scientist, motivator and father. As VP of Education of ShaeWellness, Dr. Cam is driven to increase awareness around the need for a personalised approach to leadership and workplace wellness. This work, while in true alignment with his mission of creating tangible and healthy change in the world, has allowed h…
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Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)
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Do you ever wonder why it is so difficult to find experienced candidates? In this episode, Michael Parise speaks with Chris Czarnik about why businesses are struggling to find recruitment in the current job market. Chris covers the impact of the experience and generational gap in the workforce while explaining how companies can find more … Read Mor…
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PMB Classic Rewind: Pest Control Ft. Tom Clements
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We have plans to relaunch Property Management Brainstorm soon with a renewed definition and a sense of purpose. Keep an eye out for that update in the form of a new podcast post. In the meantime, we are producing some reruns of the best podcast episodes, called PMB Classic Rewind. Pest control is an absolute necessity when managing a portfolio of r…
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Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)
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Ready to continue learning about private equity investing? Welcome back! In this episode, John and Michael Parise are joined by returning guest Christopher Graham, the founder and CEO of Crown Capital Investments. The last conversation covered how private equity works, what investors should look at, and how it’s structured. This time, Christopher c…
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Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)
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It may be tempting to get into the world of private equity investing, but it’s important to get the basics under your belt first. In this episode, John and Michael Parise bring on Christopher Graham, the founder, CEO, and CIO of Crown Capital Investments, to teach you how private equity works, what investors should look … Read More Read More…
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Brain Aware Training CEO, Dr. Britt Andreatta
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Dr. Britt Andreatta is an internationally recognized thought leader who uses her background in leadership, neuroscience, psychology, and education to create science-based solutions for today’s workplace challenges. Britt is the CEO of Brain Aware Training and former CLO for Lynda.com (LinkedIn Learning). She has over 10 million views worldwide of h…
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PMB Classic Rewind: Property Maintenance Ft. Ray Hespen
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We have plans to relaunch Property Management Brainstorm soon with a renewed definition and a sense of purpose. Keep an eye out for that update in the form of a new podcast post. In the meantime, we are producing some reruns of the best podcast episodes, called PMB Classic Rewind. A property manager's handling of rental property maintenance is vita…
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Johnjay and Rich Radio Host, Johnjay Van Es
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As a child, Johnjay Van Es always dreamed of being on the radio. So the Johnjay and Rich era began in 2001 with their first show airing on KRQQ in Tucson. In 2014, the program joined Premiere Networks lineup of nationally syndicated programs. Airing Monday through Friday from 5 to 10 a.m. MT, The Johnjay & Rich Show is a non-stop blend of pop cultu…
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