In this episode of the Know Your Why podcast, Jason Balara talks with Tad Fallows about the realities wealthy families face when raising children. Tad breaks down why wealth alone doesn’t make parenting easier—and can actually make it more complicated. He and Jason explore the emotional dynamics that come with abundance, the importance of financial education, and why relationships matter far more than assets. Tad shares insights on communication, expectations, and helping kids develop values and emotional intelligence in a world where resources are plentiful.
Key Highlights:
- Affluent parents often fear that wealth will negatively impact their children
- Money doesn’t automatically strengthen family relationships
- Wealth tends to complicate family dynamics rather than simplify them
- Financial education is essential for raising responsible kids
- Emotional connection matters more than financial resources
- Children in wealthy families may develop unrealistic expectations
- Communication and honesty create healthier family dynamics
- Parents must focus on modeling values, not just providing comfort
- Throwing money at problems rarely fixes underlying relational issues
- The goal is raising grounded humans—not just managing wealth
Tad’s message serves as a powerful reminder that wealth doesn’t replace the fundamentals of parenting. Relationships, communication, and emotional intelligence matter far more than financial security. Whether you’re raising kids in an affluent environment or simply striving to instill strong values, this episode challenges you to look beyond money and focus on what truly shapes a child’s future: presence, love, and intentional guidance.
Get in touch with Tad:
Long Angle: https://www.longangle.com/
LinkedIn: https://www.linkedin.com/in/fallows/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara speaks with Jennie Wright, a longtime expert in lead generation and list building. Jennie shares why she believes the future of audience growth lies in relationships, not transactions. She explains how collaboration, community-building, and long-term strategy create deeper, more sustainable results than quick-hit lead gen tactics. Drawing on more than a decade of experience, Jennie breaks down why understanding your audience, encouraging genuine connection, and committing to the “long tail game” ultimately lead to higher-quality leads and stronger business growth.
Key Highlights:
- Many business owners still take a transactional approach to lead generation.
- Collaboration and relationship-focused strategies create stronger, more lasting results.
- Building community is one of the most effective ways to grow a high-quality list.
- Long-term, relational strategies outperform short-term, transactional ones.
- Jennie’s 13+ years of results reinforce the power of the long-tail approach.
- Truly understanding the person you're speaking to is essential.
- Encouraging meaningful connections leads to better engagement and outcomes.
- Sustainable lead generation relies on trust, consistency, and community.
Jennie’s message is simple but powerful: meaningful relationships win in the long run. If you’ve been stuck in short-term tactics that don’t convert, this conversation invites you to rethink your approach, build genuine community, and focus on the people who truly want to hear from you.
Get in touch with Jennie:
Website: https://jenniewright.com/
LinkedIn: https://www.linkedin.com/in/jenniewrightjlw/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Dr. Jeremy Weisz, who makes a compelling case for why every business should be leveraging podcasting as a core part of its growth strategy. Jeremy explains how a podcast can instantly boost credibility, establish true thought leadership, and create a powerful engine for audience engagement. He dives into how businesses can repurpose episodes to answer customer questions, streamline communication, and enhance the overall client experience. Jeremy also highlights podcasting as a high-impact content marketing tool that not only attracts new listeners but strengthens relationships with existing customers by providing relevant, valuable information at scale.
Key Highlights:
- Podcasting is essential for modern businesses seeking legitimacy and visibility.
- A podcast creates a built-in platform for thought leadership and expertise.
- Episodes can address common customer questions, reducing repetitive conversations for staff.
- Podcasts enhance audience engagement by offering meaningful, accessible content.
- Repurposed podcast content saves time and improves efficiency across teams.
- Using a podcast strategically can significantly upgrade the customer experience.
- Businesses can differentiate themselves by showcasing real people and real insights.
- Podcasting remains one of the most powerful and versatile content marketing tools available.
Podcasting isn’t just about gaining followers—it’s about creating a deeper connection with the people your business serves. Jeremy reminds us that when you share your expertise generously, you build trust, authority, and long-term engagement. His insights challenge business owners to think bigger about how they communicate, inspire, and lead in their industries. This conversation will push you to rethink your content strategy and recognize the unmatched value of having your own voice in the marketplace.
Get in touch with Jeremy:
Website: https://rise25.com/
Podcast: https://www.inspiredinsider.com/episodes/
LinkedIn: https://www.linkedin.com/in/drweisz
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Jack Martin, co-founder and CIO of 52Ten, to explore why mobile home parks have become one of the most resilient and overlooked real estate investment opportunities in the country. Jack shares his journey from growing up in a big Minnesota family to building a thriving investment firm focused on affordable housing, long-term cash flow, and operational stability. He breaks down what makes mobile home parks uniquely durable—especially in shifting market trends—and explains why limited supply, tenant-owned homes, and strong demand create a powerful investment model. Jack also opens up about the heart behind his work, reflecting on fatherhood, legacy, and the motivation to build a business that supports both investors and communities.
Key Highlights:
- Growing up in a large family shaped Jack’s work ethic and values.
- Stumbling into the mobile home park niche revealed its long-term stability and strong cash flow.
- Mobile home parks remain resilient even during economic downturns due to tenant-owned homes.
- Demand for affordable housing continues to grow while zoning restrictions limit new supply.
- Lower turnover makes property management more predictable than traditional multifamily.
- Strong management strategies are essential for long-term success in this asset class.
- Investors benefit from significant tax advantages when acquiring mobile home parks.
- Jack’s focus on family and legacy informs the way he builds his business.
- He encourages his kids to follow their own passions rather than assume they’ll join the family business.
- The mobile home park sector remains filled with overlooked opportunities for patient, disciplined investors.
Jack’s story is a reminder that sometimes the most powerful investment opportunities exist where few people are looking. Through a blend of stability, affordability, and operational simplicity, mobile home parks offer a pathway to meaningful cash flow and long-term impact—both for investors and the communities they serve. Jack’s commitment to family, legacy, and responsible management brings heart to an asset class often misunderstood, encouraging listeners to rethink what resilience and opportunity look like in real estate.
Get in touch with Jack:
Website: https://52ten.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Josh Kosnick, an entrepreneur, coach, and retreat founder who shares a powerful story of grief, reinvention, and deep personal transformation. Josh opens up about navigating profound loss and the inner work required to rebuild a life with purpose. He describes how accepting the end of one chapter allowed him to envision something entirely new—leading to the creation of an 80-acre personal development retreat designed to help others step away from noise, reconnect with themselves, and begin healing. Through themes of self-discovery, coaching, community, and meaningful change, Josh explores what it truly takes to transform pain into purpose and build a future grounded in authenticity and intention.
Key Highlights:
- Moving through the stages of grief became the catalyst for Josh’s transformation.
- The insights gained from hardship became lessons he felt called to share with the world.
- Accepting that his old life was gone opened the door to envision a new future.
- Josh created an immersive 80-acre retreat dedicated to personal development, healing, and inner work.
- Helping high-level entrepreneurs through coaching gives him a sense of purpose and responsibility.
- Stepping away from screens and daily noise is central to deep self-discovery.
- The retreat serves as a space for growth, reflection, and intentional transformation.
- Community and connection play a vital role in sustained healing and personal evolution.
- Josh invites others to join him on this journey of self-awareness, growth, and renewed purpose.
Josh’s journey is a reminder that transformation often begins in the places we least expect—through loss, disruption, or the breaking apart of what we thought life would be. By choosing to face his grief head-on, he uncovered a deeper mission: creating spaces where others can pause, reconnect, and rediscover who they are meant to become. His story encourages listeners to step back from the noise, lean into healing, and trust that even the hardest seasons can lead to something profoundly meaningful.
Get in touch with Josh:
Get Josh’s book: https://www.joshkosnick.com/thekairoscode
Website: https://www.joshkosnick.com
Instagram: https://www.instagram.com/joshkosnick
Facebook: https://www.facebook.com/jkos9
LinkedIn: https://www.linkedin.com/in/joshkosnick
Free Assessment: https://www.joshkosnick.com/assessment
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Angel Williams, principal investor and co-founder of The Academy Presents, to discuss the intersection of real estate investing, affordable housing, and family impact. Angel shares her inspiring journey from managing single-family homes to scaling into multifamily and mobile home investments. Driven by personal experience—particularly the financial challenges of caring for a child with a rare genetic condition—Angel highlights how real estate can serve as a path toward financial stability, generational wealth, and community impact.
The conversation explores the future of affordable housing, the potential of mobile home communities to meet growing needs, and the importance of breaking stigmas around this asset class. Angel also shares her family’s mission to create housing that prioritizes dignity, inclusion, and opportunity—while empowering other families, especially those navigating special needs, to find financial freedom through strategic investing.
Key Highlights:
- Angel’s real estate roots were inspired by her family’s involvement in property ownership.
- Transitioning from single-family to multifamily properties opened the door to scalability and long-term impact.
- A personal family challenge motivated Angel to prioritize financial resilience and diversification.
- Mobile home communities offer a powerful solution for the nation’s affordable housing shortage.
- Overcoming the stigma around mobile home living is essential for equitable community development.
- Generational wealth is more than money—it’s about creating lasting opportunities for future generations.
- Financial literacy and planning empower families to navigate life’s unexpected challenges.
- Investing with compassion can drive both strong returns and meaningful social outcomes.
- Angel’s mission focuses on helping families with special needs achieve financial freedom.
- Dignity in housing remains at the heart of Angel’s investment philosophy.
Angel’s story is a testament to how purpose-driven investing can change lives—not just for investors, but for the communities they touch. Through her work, she reminds us that real estate isn’t just about building wealth—it’s about building hope, stability, and legacy.
Get in touch with Angel:
LinkedIn: https://www.linkedin.com/in/angel-williams-re/
Instagram: https://www.instagram.com/theacademypresents/
Facebook: https://www.facebook.com/groups/REIRocksCommunity/
If you want to know more about Dr. Jason Balara and the Know Your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara speaks with Laura Rahbein, founder of Impavid Wealth Advisors, about building confidence through clarity in financial planning. Laura shares her journey from developing money management skills early in life to becoming a trusted private wealth advisor dedicated to helping others make informed financial decisions. The conversation explores the emotional side of personal finance, the concept of “fearless finance,” and the importance of financial education in creating wealth and stability. Laura discusses her consultative approach to financial advising, highlighting how behavioral finance, proactive planning, and adaptability play key roles in achieving long-term goals.
Key Highlights:
- Laura’s financial independence began with learning responsibility at a young age.
- A lack of financial literacy often leads to stress and avoidance around money.
- “Fearless finance” means finding clarity and empowerment through education.
- Behavioral finance plays a major role in decision-making and long-term success.
- Emotional awareness helps clients feel confident discussing their finances.
- Early financial planning allows for better control and flexibility later in life.
- Life’s changes—career shifts, family growth, or retirement—require adaptable strategies.
- A consultative, transparent approach builds trust and stronger client relationships.
- Reassessing goals over time keeps financial plans aligned with purpose and priorities.
- Laura’s mission is to help individuals replace fear with confidence in managing wealth.
Laura’s perspective reframes financial planning as more than numbers — it’s about creating emotional peace and intentional growth. Her message encourages listeners to take ownership of their financial story, seek clarity over confusion, and pursue financial literacy as a lifelong journey toward empowerment and freedom.
Get in touch with Laura:
Phone: 813-319-0011
Email: ImpavidWealthAdvisors@ampf.com
Facebook: https://www.facebook.com/ImpavidWealthAdvisors
LinkedIn: https://www.linkedin.com/in/laurarehbein/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara speaks with Henry Yoshida, CEO and co-founder of Rocket Dollar, about how self-directed IRAs are transforming the way people invest for retirement. Henry shares his journey from a corporate role at Merrill Lynch to becoming an entrepreneur, highlighting how he built Rocket Dollar to help individuals unlock their retirement funds for alternative investments like real estate, startups, and private equity. The conversation explores the growing importance of financial literacy, the mindset needed to pursue entrepreneurship, and the tax advantages of diversifying beyond traditional retirement accounts. Henry also discusses his personal “why” — empowering people to take control of their financial futures and create lasting financial freedom.
Key Highlights:
- Henry transitioned from a corporate finance career to launching his own business.
- Rocket Dollar enables investors to use retirement funds for alternative investments.
- Self-directed IRAs and Solo 401(k)s provide flexibility beyond traditional stock portfolios.
- Alternative assets like real estate, startups, and private equity offer new opportunities for growth.
- Understanding potential risks helps reduce fear when stepping into entrepreneurship.
- Financial literacy and education are key to smarter investment decisions.
- Diversification can help protect against market volatility dominated by a few major companies.
- Tax advantages make self-directed retirement investing a powerful wealth-building strategy.
- Empowering individuals to take control of their money is central to Rocket Dollar’s mission.
- The future of investing will prioritize access, personalization, and control.
Henry Yoshida’s story is a testament to the power of taking risks and redefining what’s possible in personal finance. By challenging traditional investment norms and creating new paths for financial independence, Henry reminds us that real freedom starts with understanding — and owning — your money decisions. This episode will inspire you to think bigger about your retirement strategy and how to make your capital truly work for you.
Get in touch with Henry:
Phone: 855-762-5383
Website: https://www.rocketdollar.com/
Instagram: https://www.instagram.com/fitfinancehenry/
Facebook: https://www.facebook.com/rocket401k
LinkedIn: https://www.linkedin.com/in/henryyoshida/
LinkedIn: https://www.linkedin.com/company/rocketdollar
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara sits down with Jordan Peace, co-founder and CEO of Fringe, to discuss how companies can revolutionize the employee experience through lifestyle benefits. Jordan shares how Fringe is redefining employee engagement by offering tangible, everyday perks that improve people’s lives beyond the workplace. The conversation explores how traditional benefits often fail to connect with employees, the evolving role of HR technology, and the power of recognition and wellness in creating a thriving company culture. Jordan also reflects on his personal “why” — building meaningful workplace relationships and helping businesses prioritize people over profit.
Key Highlights:
- Fringe helps companies offer lifestyle benefits that employees can actually use and enjoy.
- Many employees undervalue traditional benefits because they’re confusing or inaccessible.
- The future of employee engagement lies in personalization and tangible value.
- Company culture drives satisfaction, retention, and overall business success.
- Happy employees translate directly into better customer experiences.
- Consolidating employee benefits into one accessible platform simplifies HR processes.
- Investing in people and relationships leads to long-term company growth.
- Recognition and wellness programs are key to workplace motivation and loyalty.
- Financial gain should never outweigh the importance of building strong relationships.
- Company culture will continue to be the defining competitive edge in the modern workplace.
Jordan’s insights remind us that workplace success starts with people, not policies. By focusing on genuine employee engagement, meaningful benefits, and authentic culture, leaders can create environments where both businesses and individuals thrive. This episode will challenge you to rethink what “value” means in your organization—and how investing in people pays the greatest dividends of all.
Get in touch with Jordan:
Website: https://www.fringe.us/
LinkedIn: https://www.linkedin.com/company/fringeus
Instagram:https://www.instagram.com/fringe_us/
Facebook: https://www.facebook.com/share/17MmP3oBvn/?mibextid=wwXIfr
LinkedIn: https://www.linkedin.com/in/jordan-peace-fringe/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara sits down with Earl Yaokasin, founder of WealthArch Investment Services, to discuss the realities of wealth building, market performance, and financial advisory in today’s complex investment world. Earl shares his inspiring journey from entrepreneurial beginnings in the Philippines to building a thriving wealth management firm in the U.S. He opens up about the challenges of navigating the financial industry, the importance of asking the right questions when selecting an advisor, and how value investing shapes his approach to long-term success. Earl also reflects on his personal motivations, emphasizing the role of family, perspective, and resilience in both life and finance.
Key Highlights:
- Earl’s entrepreneurial journey began in his youth, selling and trading goods in the Philippines.
- Transitioning to the U.S. financial industry came with unique challenges and growth opportunities.
- Clients should always ask how much of their advisor’s own money is invested the same way.
- Understanding fee structures and incentives can reveal an advisor’s true alignment with clients.
- Market downturns separate good advisors from great ones—performance under pressure matters.
- Value investing remains a cornerstone of Earl’s wealth management philosophy.
- The right partnerships and mentors are critical to business and financial success.
- Shifting perspective during challenges can uncover new paths to growth.
- Family remains Earl’s greatest motivation and the foundation of his “why.”
- Financial literacy and long-term planning empower individuals to take control of their wealth.
Earl’s story is a reminder that true wealth extends beyond numbers—it’s built on clarity, discipline, and purpose. His insights challenge listeners to think differently about financial success: to choose advisors who act as true partners, to plan with intention, and to make every financial decision a reflection of their values.
Get in touch with Earl:
https://mywealtharch.com/knowyourwhy/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara sits down with Bill Blankschaen, founder of Storybuilders, to explore the transformative power of storytelling in both life and business. Bill shares his journey from crafting his own stories to helping others uncover and communicate theirs, emphasizing that every person’s story holds meaning and purpose. He explains how storytelling can be deeply therapeutic, offering clarity, healing, and connection. The discussion delves into the rise of the creator economy, the process of discovering your ‘who’ before your ‘why,’ and the importance of embracing your unique narrative to inspire others and shape your legacy.
Key Highlights:
- Bill Blankschaen founded Storybuilders to help people discover and share their stories.
- Every person’s story matters and has the power to make an impact.
- Storytelling can serve as a therapeutic journey of healing and self-discovery.
- Knowing your ‘who’—your identity and purpose—is key to defining your ‘why.’
- The growing creator economy offers new ways to share personal and brand stories.
- Vulnerability and authenticity make stories more relatable and inspiring.
- Bill’s leap of faith into entrepreneurship reflects the courage behind storytelling.
- Too often, people undervalue their experiences—every story has significance.
- The “Story Focus Question” helps clarify what truly matters in one’s journey.
- Your ‘why’ can evolve as you grow, change, and uncover new layers of meaning.
Your story is more than a series of events—it’s the foundation of your purpose. Bill’s message reminds us that when we own and share our stories, we not only connect with others but also heal, grow, and step into our true potential. This episode challenges you to see yourself as the author of your life, shaping each chapter with intention and authenticity.
Get in touch with Bill:
Get a copy of Bill’s book:https://yourstoryadvantage.com/
Website: https://mystorybuilders.com/story
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara welcomes Joe LoPresti, founder and CEO of ClearPoint Family Office, for an insightful conversation about wealth management, exit planning, and long-term financial freedom. Joe breaks down the common mistakes business owners make when selling their companies—particularly the emotional and financial regrets that often follow poorly planned exits. He explains how a coordinated advisory approach can bridge the gap between financial planning, tax strategy, and business valuation, helping owners protect their wealth and legacy. The discussion also explores how younger entrepreneurs are beginning to view their businesses as transferable assets and why developing a lifetime cash flow plan is essential to sustaining post-exit prosperity.
Key Highlights:
- Many business owners receive fragmented advice without holistic coordination.
- Up to 85% of business owners regret selling their business due to lack of planning.
- Early and proactive exit planning maximizes both value and flexibility.
- Designing an intentional exit strategy helps avoid “default” or reactive exits.
- Founding business owners are ideal candidates for family office support.
- Strategic tax planning can significantly improve overall business valuation.
- Knowing your personal “freedom point” ensures you exit at the right time.
- Collaboration among financial, legal, and tax advisors leads to better outcomes.
- Younger business owners are redefining the way they approach exit planning.
- Lifetime cash flow planning creates long-term stability and peace of mind.
Wealth isn’t built through chance—it’s built through clarity, collaboration, and intentional planning. Joe’s insights remind business owners that success doesn’t end with a sale; it begins with understanding how to protect, grow, and sustain what you’ve worked so hard to create. This episode is a masterclass in how to align financial strategy with personal purpose, ensuring your exit becomes a launching point for freedom, not regret.
Get in touch with Joe:
Get Joe's book: https://www.exitbydesignbook.com/
Website: https://clearpointfamilyoffice.com/
Website: https://arlington-wealth.com/
LinkedIn: https://www.linkedin.com/in/joeloprestiria/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, host Jason Balara sits down with Patrick Negado, a retirement income strategist and financial consultant who turned humble beginnings in the Philippines into a life of purpose and financial wisdom. Patrick shares how his early experiences shaped his passion for financial education and helping others find clarity in their money decisions. Using his signature “canoe metaphor,” he breaks down how to navigate the unpredictable waters of financial planning—balancing risk, direction, and momentum. The discussion explores the importance of financial literacy, the psychology behind money management, and how defining your personal 'why' can lead to more confident and purposeful financial choices.
Key Highlights:
- Patrick’s inspiring journey from a challenging upbringing to financial success.
- Clarity and direction are the foundation of effective financial planning.
- The “canoe metaphor” simplifies how to build and steer a secure financial future.
- Understanding risk tolerance is critical when developing investment strategies.
- A great financial advisor acts as both guide and counselor to clients.
- Crafting a retirement vision statement keeps long-term goals in focus.
- Mistakes in the financial industry can serve as powerful learning lessons.
- Balancing fee-based and commission-based advising creates transparency.
- Financial literacy empowers people to make better, more informed decisions.
- Helping clients articulate realistic financial goals leads to greater fulfillment.
True financial freedom begins with clarity. Patrick’s story proves that success isn’t about where you start, but how intentionally you steer your financial “canoe.” With focus, self-awareness, and a clearly defined purpose, anyone can navigate the turbulent waters of money and reach their ideal financial destination. This episode challenges listeners to take control of their wealth journey—anchored in knowledge, guided by purpose, and propelled by vision.
Get in touch with Patrick:
Get Patrick’s book: https://canoeandcurrent.com/
Facebook: https://www.facebook.com/profile.php?id=61577955493266
LinkedIn: https://www.linkedin.com/in/patrick-negado-711701/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara talks with Bob Diamond, a licensed attorney and seasoned real estate investor who has built a business around helping people recover what’s rightfully theirs. Bob shares his journey from corporate consulting to real estate, where he found purpose in assisting homeowners reclaim overages—the leftover funds from foreclosure sales that often go unclaimed. He breaks down the emotional and financial challenges surrounding foreclosure, the hidden opportunities in equity recovery, and how this model creates both profit and positive impact. Bob also discusses the simplicity of the claims process and how anyone can get involved in meaningful, results-driven work that changes lives.
Key Highlights:
- Entrepreneurship thrives when it’s focused on results and real-world impact.
- Foreclosures often leave homeowners unaware of the equity they’re entitled to reclaim.
- Millions of dollars in unclaimed foreclosure overages remain untapped nationwide.
- Helping others recover lost funds is both accessible and rewarding.
- Foreclosure recovery offers an overlooked niche for real estate investors.
- The process of claiming overages is simple and doesn’t require legal expertise.
- Understanding home equity can prevent major financial loss during foreclosure.
- Combining business with compassion leads to sustainable success.
- Bob’s mission centers on restoring hope while building financial freedom.
When entrepreneurship meets empathy, powerful things happen. Bob’s story reminds us that success isn’t just about making money—it’s about creating value for others along the way. By turning a complex and often painful situation like foreclosure into an opportunity for financial recovery, Bob demonstrates how business can be a force for good. This episode will inspire you to look beyond traditional investment paths and explore how helping others can become the foundation of lasting wealth and purpose.
Get in touch with Bob:
Website: https://bobdiamond.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Brady Mullen to explore how financial planning and real estate intersect, especially when it comes to home ownership and long-term wealth management. They discuss mortgages, reverse mortgages, and the often-overlooked role of home equity as both an investment and a powerful financial tool. The conversation highlights the emotional side of money decisions, the importance of financial education, and how making smart, informed choices can significantly impact retirement and overall quality of life.
Key Highlights:
- Home ownership should be viewed as an investment, not just a living expense.
- Real estate decisions play a critical role in overall financial planning.
- The time value of money is essential for evaluating mortgage and rental decisions.
- Renting may appear cheaper but can cost more in the long term.
- Reverse mortgages can unlock flexibility and security during retirement.
- Home equity is a valuable and often underutilized financial asset.
- Financial education empowers individuals to make better wealth management decisions.
- Emotions play a major role in financial choices, especially around retirement.
- True wealth isn’t just about luxury—it’s about dignity, comfort, and freedom.
This conversation is a reminder that real estate and financial planning go hand in hand. By looking at home ownership through the lens of investment and wealth management, Brady and Jason show how equity, mortgages, and smart planning can be leveraged to create stability, freedom, and opportunity. Whether you’re planning for retirement, managing debt, or simply trying to make better financial decisions, this episode challenges you to rethink the way you view your home—as not just a place to live, but a powerful tool for building long-term financial security.
Get in touch with Brady:
Email: Brady.Mullen@CCM.com
LinkedIn: https://www.linkedin.com/in/bradymullen/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Brent Kesler, former chiropractor and now leading financial educator, to discuss the Infinite Banking Concept and its role in wealth building and financial freedom. Brent shares his powerful journey from being nearly a million dollars in debt to completely transforming his financial life in just 39 months. He explains how whole life insurance policies, when structured correctly, can serve as the foundation for becoming your own banker and creating generational wealth. The conversation also explores practical strategies for cash flow management, the importance of financial education, and how everyday people can leverage this method to take control of their money.
Key Highlights:
- Brent Kesler shifted from chiropractic care to financial education after discovering Infinite Banking.
- He eliminated nearly $1M in debt in just 39 months using this strategy.
- The Infinite Banking Concept centers on using properly structured whole life insurance policies.
- Mutual companies and banks are major players in this wealth-building strategy.
- Becoming your own banker keeps money in the family and avoids unnecessary risk.
- Brent has worked with more than 17,000 clients applying Infinite Banking principles.
- Cash flow management is the cornerstone of financial security and long-term growth.
- Financial education is essential to breaking free from traditional banking systems.
- This strategy empowers families to achieve true financial freedom and create lasting wealth.
Brent’s story is proof that financial freedom isn’t reserved for the wealthy—it’s available to anyone who learns how to redirect their cash flow and build wealth strategically. His passion for educating others on Infinite Banking shows that with the right mindset and tools, debt can be eliminated, wealth can be multiplied, and families can gain control of their financial futures. This episode will challenge you to rethink everything you thought you knew about money and inspire you to take ownership of your path toward lasting prosperity.
Get in touch with Brent:
Website: https://www.themoneymultiplier.com/
Email: Brent@themoneybuilder.com
Get Brent’s book: https://themoneymultiplier.com/the-book
Instagram: https://www.instagram.com/the.money.multiplier/
Facebook: https://facebook.com/themoneymultiplier/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Gino Barbaro, an investor, educator, and certified money coach, to discuss the lessons learned from decades in real estate and finance. Gino shares how understanding market cycles can help investors avoid costly mistakes and why clarity in goals is essential for success. He reflects on his journey from syndication to direct ownership, emphasizing the challenges of managing investor expectations and the benefits of having greater control. Beyond the numbers, Gino highlights the importance of financial literacy, especially teaching children about money early, and fostering open, honest family discussions around finances. His insights underscore how education and clarity can transform not only wealth-building strategies but also the legacy we leave behind.
Key Highlights:
- Market cycles repeat, and recognizing patterns can guide smarter decisions.
- Syndication offers opportunities but also challenges in investor management and control.
- Clarity of goals provides direction and reduces wasted effort.
- Families should prioritize open conversations about money and financial goals.
- Financial literacy is critical, especially since schools rarely cover it.
- Teaching kids about money early equips them for lifelong success.
- Real estate investing should focus on quality deals, not volume.
- Family values and strong foundations are as important as financial strategies.
Gino’s perspective blends practical investing strategies with the deeper purpose of family, education, and clarity. This episode encourages listeners to rethink how they approach money—not just as a tool for wealth creation, but as a way to strengthen families, prepare the next generation, and build a more intentional life.
Get in touch with Gino:
Website: https://barbaro360.com
LinkedIn: https://www.linkedin.com/in/gino-barbaro-03973b4b/
Facebook: https://www.facebook.com/JoinGinosFamily
Podcast: https://jakeandgino.com/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Justin Allen Montgomery, a nurse practitioner turned entrepreneur who has built a thriving business creating scalable continuing education courses. Justin shares how he recognized the need for professional development in healthcare, leveraged his expertise to create online courses, and turned his knowledge into a source of passive income. He explains the strategies behind building a course business, the role of AI in streamlining course creation, and the importance of regularly updating content to maintain quality. Justin also touches on accreditation, mentorship, and the deeper motivation driving his mission to help professionals transform their skills into profitable ventures.
Key Highlights:
- Justin transitioned from nurse practitioner to course creator, building a scalable online business.
- He saw strong demand for business education within the healthcare community.
- Continuing education courses offer opportunities for recurring passive income.
- The course model can be adapted across multiple industries.
- Identifying a clear niche and value proposition is key to standing out.
- AI tools dramatically cut down the time required for course development.
- Updating and maintaining courses ensures long-term value and relevance.
- Accreditation can boost credibility, though it isn’t always necessary.
- Mentorship and helping others succeed fuel Justin’s entrepreneurial drive.
- Focus, systems, and strategy are essential for scaling a course business.
Justin’s journey is a reminder that expertise is a powerful asset when paired with the right strategy. His story shows how professionals in any field can transform their knowledge into income-generating opportunities that create freedom and impact. Whether you’re in healthcare, real estate, or another industry, this episode will inspire you to explore new ways to share your skills, leverage technology like AI, and design a business that aligns with your values and long-term goals.
Get in touch with Justin:
Website: https://procoursestart.com/
Email: Justin@ProCourseStart.com
Instagram: https://www.instagram.com/procoursestart25/
Facebook: https://www.facebook.com/profile.php?id=61574146510784
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with serial entrepreneur and master coach Shawn Quintero. Shawn opens up about his path from working in a nonprofit at just 16 years old to building multiple businesses and eventually launching a holding company. He shares hard-earned lessons on resourcefulness, the dangers of burnout, and the strategies behind hiring for growth. Shawn also reveals his deeper mission—to eradicate poverty and create a lasting legacy for future generations—showing how entrepreneurship can be a vehicle for both wealth and impact.
Key Highlights:
- Shawn’s nonprofit roots shaped his drive for purpose and service.
- Resourcefulness is one of the most valuable entrepreneurial skills.
- Burnout is a real threat—recognizing early signs can prevent long-term damage.
- Strategic hiring accelerates growth and frees leaders to focus on vision.
- Building a holding company opens doors to broader opportunities.
- Networking and being in the right environments can spark transformation.
- Creating a legacy is not just about wealth but about lasting impact.
- Poverty eradication is central to Shawn’s entrepreneurial mission.
Shawn’s story proves that entrepreneurship is about more than chasing profits—it’s about resilience, vision, and contribution. From learning the importance of resourcefulness to tackling burnout and scaling businesses through strong teams, Shawn shows that business growth and personal growth go hand in hand. His mission to use entrepreneurship as a force for good is a reminder that legacy is built not just by what we achieve, but by the lives we impact along the way.
Get in touch with Shawn:
Website: https://heyshawnq.com/
The Scale Point Podcast: https://podcasts.apple.com/us/podcast/scale-point-podcast/id1810070918
LinkedIn: https://www.instagram.com/heyshawnq/
Facebook: https://www.facebook.com/HeyShawnQ
LinkedIn: https://www.linkedin.com/in/heyshawnq/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/
In this episode of the Know Your Why podcast, Jason Balara sits down with Lenny Ravich, global speaker and author, to explore the healing power of laughter, humor, and optimism. Lenny shares his remarkable journey of using humor as a tool to navigate life’s challenges, demonstrating how a shift in perspective can turn pain into growth. He dives into the principles of Gestalt therapy, emphasizing awareness, presence, and self-discovery as cornerstones of emotional well-being. Through storytelling and wisdom, Lenny reveals how living fully in the present moment and embracing humor can lead to deeper purpose and lasting personal growth.
Key Highlights:
- Laughter serves as a powerful tool for healing and resilience.
- Humor can dissolve stress, tension, and fear in challenging moments.
- Teaching laughter practices fosters greater emotional well-being.
- Gestalt therapy highlights awareness and being present.
- Living in the now creates more fulfillment and joy.
- Optimism is not innate—it can be cultivated intentionally.
- Challenges and setbacks often contain hidden lessons.
- The principle of tikkun olam encourages repairing the world through kindness.
- Self-awareness and presence guide us toward a meaningful life.
Lenny’s message is clear: joy is not something we stumble upon—it’s something we cultivate. Through laughter, presence, and self-awareness, we can transform pain into purpose and stress into strength. His wisdom reminds us that optimism is a practice, and when embraced fully, it creates a ripple effect that enriches not only our own lives but also the world around us.
Get in touch with Lenny:
Website: https://www.lennyravich.org/
Get Lenny’s Book: https://bit.ly/3KdcIeu
If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara
Audio Track:
Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/
Artist: http://audionautix.com/