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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Jonathan Hayek will demystify the often confusing world of commercial real estate, so that you can learn how to grow your wealth with the types of properties the average real estate investor overlooks. Often highlighting asset classes outside of multifamily, Jonathan interviews experts and asks the crucial questions so you can gain a competitive edge over other investors still stuck in multifamily. Whether you are active or passive, owner/ operator or syndicator, learn the CRE jargon, curren ...
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We Used To Be Friends

Tracy Wood, Josh Neeley, and BJ Murray

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Inspired by trying to live a life according to God’s will, in this current day, being pulled in every direction imaginable: parenting, relationships, career, the media, both political parties, and where to eat out for dinner? There are too many choices sometimes, and others, it seems like too few. We will explore current topics, funny high school stories, all the way to what is happening today in our lives. These best friends will try to help us all gain some clarity on almost any topic out ...
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Have you given up on your dream lifestyle because it just seems too difficult or too far out of reach? Jordan Adler is ranked one of the top networkers in the world and a #1 Amazon Best Selling Author of Beach Money. But he wasn’t an overnight success. Jordan’s dynamic presentations and mesmerizing stories inspire belief and action. Join Jim Klauck and his guests on the journey to living a Beach Money Life!
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Productivity MD

Ann Tsung, MD, MPH

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Welcome to Productivity MD, the ultimate podcast for physician entrepreneurs aiming to break through barriers and achieve peak performance in all aspects of life. Feeling the weight of scattered focus, diminished efficiency, physical and mental fatigue, and the struggle to maintain work-life balance? Buried under obligations and experiencing mood swings? Don't worry—I've got your back. Join me as we delve into the realms of Productivity to help you reclaim your peak performance. Need strateg ...
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Enjoy this conversation with Chad Cress, Chief Creative Officer with DJM Capital. DJM owns and operates trophy retail and mixed use properties along the west coast, and Chad is responsible for aligning the tenants with the new vision and branding. Enjoy this conversation about experiential retail, reimagining shopping malls, and attracting the righ…
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Dive deeper into connection and intimacy with Dr. Alexandra Stockwell, a Relationship Intimacy Coach, Intimacy Doctor, and Intimate Marriage Expert. This episode goes beyond the myth of "quality time" and explores the real secrets to building a strong emotional bond with your partner. Dr. Stockwell will explain why simply spending more time togethe…
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Deborah Smith is an investment banker and is incredibly well-connected to commercial real estate institutions. In this episode, we discuss four niche asset classes you should pay attention, the challenges her clients are facing right now, tangible advice for networking, the trajectory of the market in 2024. Deborah Smith is Co-Founder and CEO of Th…
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Discover an invigorating episode of the Beach Money Podcast with host Jim Klauck and guest Real Andrews - a motivational speaker, entrepreneur, and master of the 'beach money' lifestyle. Real recounts his transformation journey from experiencing fear and insecurity to finding empowerement and guidance through spirituality. This episode is a treasur…
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Enjoy this discussion with Andy Gurczak, founder of All City Adjusting. Andy is a public adjuster, assisting property owners to get higher payouts on their insurance claims. In this conversation, Jonathan and Andy discuss why you and your insurance company do not have aligned interests, what you should NOT do when filing a claim, exclusions and end…
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#176 | Are You Getting the Best Value From Your Estate Planning Attorney? Estate Planning is NOT preparing some documents and then never talking to your attorney again. At least it shouldn't be. Your estate planning attorney should be there for you and your family throughout the years. This podcast outlines just a few key things you should expect f…
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#175 | Holy Cannoli! He's Been There HOW Long?! What would say about my brother living in our mother's house since she passed away...TEN YEARS AGO? Here's exactly what I think about that. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you wou…
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Enjoy this conversation with Dave Codrea, founder of Greenleaf Capital Partners, who owns and operates a diverse portfolio of residential, office, and flex properties. In this conversation, Jonathan and Dave discuss office to flex conversions, evaluating risk, how to turn challenges into opportunity, adventure trips, plus tons more. Connect with Da…
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#174 | Dad Passed Away 4 Years Ago. Where Do We Start? The scene: A parent passes away years ago without a Will and the estate has never gone through the Probate Process. Where should you start? What comes next? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it wou…
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#173 | Can They Take the House if I'm Paying the Mortgage? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate r…
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Roger Blankenship is host of the real estate podcast, “Flipping America,” and is often called the “Flipping America Guy.” The Flipping America show has been ranked in the top ten business podcasts in multiple surveys and REIkit has judged it the top real estate investing podcast in each of the past two years. Roger is an international bestselling a…
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#172 | When the Trustee Goes Dark What should you do if your brother is the Trustee, but he isn't doing anything and refuses to talk to any of you? Find out on this episode. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE t…
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In this compelling discussion, host Dr. Ann Tsung welcomes renowned dermatologist Dr. Mary Alice Mina, host of the wellness podcast—The Skin Real. Together, they'll delve into the undeniable impact healthy skin can have on your personal and professional confidence. Dr. Mina, a leading expert in her field, will share her invaluable insights on how g…
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In this episode, Jonathan talks with Joel Friedland of Brit Properties. Joel invests in small, Class B industrial properties in Chicago, Illinois. The two discuss how the Great Financial Crisis shaped Joel's investing, why Joel does most deals with zero debt, and why you might just meet your next passive investor at the cleaners. Joel has a 42 year…
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#171 | Do You Need a TIN for a Transfer on Death Deed? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate relat…
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#170 | The Will May be Irrelevant -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://zammittil…
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#169 | How to Get the Step Up Cost Basis -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://za…
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In this conversation, Jonathan talks with co-author of the critically acclaimed book The Go Giver. The book is well known in sales, real state, and entrepreneur circles. In this conversation, Jonathan and Bob discuss the 5 Laws of Stratospheric Success, why all sales is an "inside job", and why increasing your income is counter-intuitive. Enjoy thi…
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#168 | Your Attorney Should be a Resource For You -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: h…
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#167 | Can Medicaid Put a Lien on My Home? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://…
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#166 | Can The Nursing Home Take My Friend's Pension? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate relate…
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In this episode, Jonathan talks with Milo Spector about opportunities for investors with early childhood assets. The two discuss opportunities for value-add, what makes a good tenant, and due diligence items. Some blue-chip tenants in this asset class include Kindercare, Learning Care Group, Busy Bees, and Bright Horizons. Connect with Milo: https:…
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#165 | What if I Move Out of State? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://zammitt…
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#164 | Does My Stepmom Owe me Money? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://zammit…
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In this power-packed podcast episode, Richard Brooke narrates a captivating tale of his adventures in the uncharted territory of network marketing. The narrative weaves in personalities that influenced his journey, particularly the eminent entrepreneur, Jordan Adler, author of "Beach Money". Listeners will get an intimate look at the origins of the…
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#163 | Can a Home Be Left in a Will? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://zammit…
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#162 | Do Married People Need Two Trusts? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://z…
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Jonathan talks with Dr. Alex Tam, who runs multiple successful businesses. Jonathan and Alex discuss his strategy for raising capital from medical professionals and how he uses 12 VAs to help his multiple businesses thrive. Connect with Dr. Alex: https://www.linkedin.com/in/dralextam/ Takeaways Targeting healthcare professionals as limited partners…
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Ready to unlock your full potential and achieve peak performance? Dr. Heather Awad reveals the key ingredient: vitality. Join us on this episode as she shares her journey and unveils the powerful connection between fitness, health, and crushing your goals. Learn why prioritizing your well-being, especially as a woman, fuels success. Discover the su…
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#161 | Does a Life Estate Avoid Capital Gains? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: http…
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#160 | Does a Property Upgrade Affect Capital Gains? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related…
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Today, Jonathan talks with Drew Wahlgren, Managing Director, Capital Markets with MAG Capital Partners. MAG specializes in purchasing industrial assets through a sale-leaseback strategy with stable tenants on long-term leases. Jonathan and Drew discuss MAG's strategy, why investing in small towns might not be too risky, structuring ideal leases, an…
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#159 | When To Use a Deferred Sales Trust -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://z…
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Listen to this inspiring conversation with Jerry Rosengarten, who has used incredible perseverance to overcome a disability to achieve entrepreneurial success. Gerald Rosengarten is a Brooklyn-born serial entrepreneur whose greatest skill is an extraordinary ability to perceive form and structure–and opportunity–from within disorder, including deve…
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#157 | The Purpose of a Temporary Administrator -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: htt…
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#156 | Is Final Cost Insurance Worth It? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://za…
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#155 | Protect Your Property Properly -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://zammi…
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In this conversation, Jonathan talks with Ethan Elser with PACE Equity. PACE specializes in providing commercial real state financing through a public/ private partnership called C-PACE. With flexible capabilities and attractive terms, Jonathan and Ethan discuss the ins and outs of why PACE Equity might be able to be a part of the capital stack to …
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#154 | Why You Need an Estate Planning Attorney -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: htt…
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#153 | What if Someone Dies Mid-Bankruptcy? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https:/…
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Thomas is obsessed with developing data-driven solutions designed to improve the way retailers and real estate make data-driven business decisions. He started Unacast with his co-founder, KJ ,to help businesses gain an in-depth understanding of how people move around the planet. Since its inception, Unacast has raised +$50m from VCs and has been aw…
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#152 | Can Special Needs Trust Pay Housing/Food? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: ht…
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