Best Chicago Real Estate Financial Planner Podcasts (2024)

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

6d 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

13d 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

13d 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

20d 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

20d 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

28d 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

27d 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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 …

1
The 3 Strategies to Pay PMI 29:57

4M ago29:57

29:57

The 3 Strategies to Pay Private Mortgage Insurance (PMI) Whether they're putting 15% down and buying a non-owner-occupied property or utilizing an owner-occupied loan with 0%, 3%, 3.5%, or 5% down for Nomading™ or house hacking, some real estate investors will choose to put less than 20% down. With the decision to put less than 20% down comes the c…

1
260: Interview with a Diplomate of the American Board of Pediatric Dentistry & Fellow of the American Academy of Pediatric Dentistry, Dr. Jeanette MacLean 37:53

4M ago37:53

37:53

Dr. Jeanette MacLean is a Diplomate of the American Board of Pediatric Dentistry, Fellow of the American Academy of Pediatric Dentistry, owner of Affiliated Children’s Dental Specialists in Glendale, Arizona, and mother of two. She received her dental degree, with honors, from the University of Southern California in 2003 and completed her specialt…

1
Is It Better to Pay Off Rentals Early With Extra Cash Flow or Traditional Nomad™? 31:13

5M ago31:13

31:13

Investing in real estate is full of truthy-sounding falsehoods: it is always better to do X than Y. However, if you were crazy enough to sit down and do the math, you'd find the truth to be much more nuanced. For example, should you take all your extra cash flow and savings and apply it to your mortgages each month to pay off rental properties fast…

1
259: Interview with President and CEO of Identity Theft Resource Center, Eva Velasquez 26:30

5M ago26:30

26:30

Eva Velasquez is the President and CEO of the Identity Theft Resource Center. Eva previously served at the San Diego District Attorney’s Office for 21 years and as the Vice President of Operations for the San Diego Better Business Bureau. She is a recognized leader in the field of identity compromise and crime, cybercrime, and fraud, who has been f…

1
Deal Alchemy™ - Cash Flow to Debt Paydown 25:57

5M ago25:57

25:57

Deal Alchemy™ - Cash Flow to Debt Paydown 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 i…

1
258: Interview with general dentist and Hawaii Regional Leader, Dr. Rhinelle Hirose 28:14

5M ago28:14

28:14

Dr. Rhinelle Hirose's journey from humble beginnings in Oahu, Hawaii, is nothing short of inspiring. Raised in a single parent household with limited resources, she navigated public schools and community college, earning a scholarship to Hawaii Pacific University where she completed her bachelor's degree. She then graduated from the OHSU School of …

1
Warning - The Risk of Down Payment Size When Investing in Real Estate 47:40

5M ago47:40

47:40

Warning - The Risk of Down Payment Size When Investing in Real Estate Life is full of risks. When we choose to invest, we choose to take on additional risks. If we invest in stocks, we choose to take on certain risks. When we choose to invest in bonds, we take on different risks. When we choose to invest in real estate, we choose to take on additio…

1
257: Interview with a Board Certified Pediatric Dentist and CEO & Founder of Mommy Dentists in Business, Dr. Grace Yum 39:31

5M ago39:31

39:31

Dr. Grace Yum is a lifelong resident of the Chicago area, where she grew up in Glenview. She is a mother and a board certified pediatric dentist, a certification achieved by only 5% of all dentists in the U.S. Dr. Yum is the former founder and practice owner of Yummy Dental & Orthodontics for Kid and is currently the founder and CEO of Mommy Dentis…

1
How to Analyze a 5% Down Single-Family Nomad™ Property 36:45

5M ago36:45

36:45

How to Analyze a 5% Down Single-Family Nomad™ Property in Chicago Using the latest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™, we will walk through how to analyze a single-family home Nomad™ property with a 5% down payment. Learn how to analyze deals correctly and avoid buying cash flow vampires. Only buy the best deals …

1
256: Interview with a Board Certified Pediatric Dentist and a Diplomate of the American Board of Pediatric Dentistry, Dr. Kristine Grazioso 27:22

5M ago27:22

27:22

Kristine Grazioso is a Board Certified Pediatric Dentist and a Diplomate of the American Board of Pediatric Dentistry. She started her practice in 1999 just months after her first son was born, and finished the build out of her new office space just two weeks before son number two was born and has never looked back! She is a partner in a second pra…

1
What Affects Your PMI Rate 16:33

6M ago16:33

16:33

What Affects Your PMI Rate Lenders prefer that you put at least 20% down, but if you push hard enough, many will allow you to put less than 20% down if you're willing to purchase insurance to protect them in case you default. This insurance is called Private Mortgage Insurance. The cost of this insurance depends on several factors. Some are primary…

1
255: Interview with a Clinical Dentist and an Educator, Dr. Lauren Yasuda Rainey 34:46

6M ago34:46

34:46

Dr. Lauren Yasuda Rainey is a graduate of the University of the Pacific, Arthur A Dugoni School of Dentistry and completed a General Practice Residency at Tufts University School of Dental Medicine. Over the last decade, she has worked in clinical practice as both an owner and an associate, and Dr. Rainey has been on the faculty at her alma mater i…

1
Is It Better to Rent or Buy an Owner-Occupant Property for 5% Down When Otherwise Buying 25% Down Rentals? 31:24

6M ago31:24

31:24

You're a real estate investor looking to acquire properties by saving up and putting 25% down. Should you buy an owner-occupied property first? What if that's more expensive than renting? Should you still do it? What if it means you'll be saving less for acquiring rentals by buying an owner-occupied property first? In this comparison class, we will…

1
Deal Alchemy™ - Lease-Options 27:15

6M ago27:15

27:15

Deal Alchemy™ - Lease-Options Different real estate investors desire, prefer, and prioritize different returns. For example, many real estate investors have a strong preference for the cash flow part of their return. With Deal Alchemy™, we can manipulate returns and move them from one area to another. Or, we can move them from one or more areas to …

1
Warning - Insurable Risks When Investing in Real Estate 32:38

6M ago32:38

32:38

Warning - Insurable Risks When Investing in Real Estate Life has risks. Real estate investing in Chicago adds some additional risks. Some of these risks can be shifted from your responsibility to the responsibility of a third party for a fee. This is often described as insurance. You choose to pay someone else to take on a risk you don't want to ta…

1
How to Analyze a 20% Down Single-Family Home Rental 54:19

7M ago54:19

54:19

How to Analyze a 20% Down Single-Family Home Rental Using the latest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™, we will walk through how to analyze a single-family home rental property with a 20% down payment. Learn how to analyze deals correctly and avoid buying cash flow vampires. Only buy the best deals that make sen…

1
254: Interview with Diplomate of the American Board of Endodontics, Dr. Najia Usman 32:12

7M ago32:12

32:12

Dr. Najia Usman graduated from SUNY Buffalo in 1995 with her DDS. After completing a one-year general practice residency at the Cleveland Clinic she furthered her interest in endodontics by completing a two-year endodontic residency at Oregon Health and Sciences University, Portland, Oregon in 2002. She was awarded her Diplomate Status by the Ameri…

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