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  • E68 - Clarity is the Key to Long-Term Success: Guest Zach Morrow

    E68 - Clarity is the Key to Long-Term Success: Guest Zach Morrow
    2022/03/17
    There's an old saying that goes, "the clearer you are, the more certain you become." This is definitely true when it comes to business. When you are clear about your goals and what you want to achieve, it becomes a lot easier to take the necessary steps to get there, develop a plan of action, and track your progress along the way. Setting goals is important for any individual or organization, but making sure those goals are clear and concise is essential for long-term success.In today’s episode of the Expert(ish) Podcast, our guest Zach Morrow talks about what motivated him to become an entrepreneur, why clarity is the key to long-term success, and what role he plays in the investment management industry.Zach Morrow is the VP of Investor Relations at Boron Capital, an investment management firm that runs hedge funds strategically investing into self-storage complexes, mobile home communities, and cryptocurrency. His role involves connecting accredited investors to strong, stable, high-cash flow investments through strategic partnerships, commercial real estate, and private investments.Enjoy!If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care.Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started.In This Episode01:28 - Backstory of Zach Morrow03:34 - What motivated him to become an entrepreneur08:51 - How Zach's business skills have evolved over time12:46 - His advice for veterans interested in launching their own business15:27 - Why clarity is the key to long-term success25:33 - Zach's strategies for growing a business31:54 - Zach's role in the investment management industry35:49 - How investing in self-storage complexes works39:12 - Locations where storage investments are expected to growFavorite Quotes37:28 - "Obviously, we're very much in an inflationary environment and quality assets really stand to gain from that. So, having your money working inside of good assets, not only allows you for good appreciation but you've got continued, great rent operations and the demand for storage has not been shrinking at all. The millennial generation is now becoming the largest users of storage more so than we've seen in the past." - Zach Morrow04:24 - "I wanted to find a way to transition out of the corps and be able to provide the life for my family that I felt was right for us. And for us, that was me finding a way to not only have the financial freedom, but the time freedom to be able to spend with them and to be present."- Zach Morrow10:13 - "There's always going to be new levels of growth and opportunity. And I think that the more we can recognize where we're at and process where we're trying to get to, we can reverse engineer the skills that we need and the resources that we need." -  Zach Morrow10:49 - "There's going to be two things that you can give and it's either your time and your experience or your money. And both of those can earn you the opportunity." - Zach Morrow15:54 - "One of the most difficult things about transitioning out is, in most cases, you're going to lose the clarity and now you're going to become responsible for it. And a lot of times we haven't been trained to do that. So, that's a really difficult thing to do. Finding a way to regiment your time to create clarity for yourself is critical for your term success." - Zach Morrow17:37 - "Once you know what your target is, you can get really clear on the next step. But if you're always focusing on the thing that's so far away, you're never going to hit the target. So, if we just put these things out there, it becomes extremely difficult to hit the target, unless you can set it up and then reign it back in and focus on that next thing right in front of you." - Zach Morrow27:44 - "Your job shouldn't be to be the expert at everything. It should be how to find experts at everything. It's not always like, how do I do something, it's who do I need.  That's the question we ask more often because 'how' requires me to completely transform who I am and then I'm starting from zero where I can potentially just partner with somebody or bring somebody on or create a relationship. " - Zach Morrow Engage with Zach MorrowLinkedInText the word INFO to 877 771 0615Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagramListen to more episodes of the Expert(ish) PodcastiTunesSpotify 
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    46 分
  • E67 - How to Get Fit Amidst the Chaos of Everyday Life

    E67 - How to Get Fit Amidst the Chaos of Everyday Life
    2022/03/10
    Juggling a career, running a business, maintaining healthy relationships, and staying fit can be tough. It seems like there are never enough hours in the day to get everything done. Getting into your best shape amidst all the chaos of everyday life can be difficult, but not impossible. Having a trainer who knows what they're doing, understands what you want, and provides support and motivation throughout your journey is key to achieving your fitness goals. In today’s episode of the Expert(ish) Podcast, our guest, Chris Keith talks about how he made the transition from military service to fitness training, the biggest mistakes he made in his fitness career, and why he wants to be a connector. Chris Keith is San Diego's most effective, motivational, and inspiring personal trainer. He is also the most knowledgeable, experienced, and compassionate 1-on-1 personal trainer for weight loss, strength building, and post physical therapy. Chris was voted Best Personal Trainer in San Diego by numerous publications and continues to be a local fitness celebrity and advisor to the local media on health and fitness related issues. Enjoy! If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care. Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started. In This Episode03:16 - Backstory of Chris Keith 06:54 - What motivated him to become an entrepreneur 13:53 - How he made the transition from military service to fitness training 18:05 - How Chris found the right business model for his fitness program 24:05 - One of the biggest mistakes he made in his fitness career 28:27 - What makes Chris want to be a connector 33:03 - How hard work presents opportunities 50:51 - The challenge of finding the balance between career, business, family, and fitness and how to overcome them Favorite Quotes12:06 - "Once you realize, in life you know that a lot of times there's some good that comes from bad things. You know, when bad things happen, you have a different approach to it. It doesn't affect you as much. I would say that my strength is getting people out of the victim-poor me mindset and getting them more into the conquer can-do mindset that's needed for a lot of aspects of life." - Chris Keith 36:42 - "I just learned over the years that buy when you're able. If you're worried because the prices are high, well the prices are high but the interest rates are low. The interest rates are going to go up and then the prices may soften a little bit. But buy when you can. Just buy something and get into the market because you're able to parlay that into your next place and into another." - Chris Keith 53:22 - "I think at this point for me, I see people start making these obstacles in their head with fitness, health, and exercise. I think just committing, just doing it, showing up is like half the battle." - Chris Keith Connect with Chris KeithLinkedInChris Keith - San Diego Personal Trainer Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagram Listen to more episodes of the Expert(ish) PodcastiTunesSpotify
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    1 時間 1 分
  • E66 - Easing the Transition: Growth is Uncomfortable

    E66 - Easing the Transition: Growth is Uncomfortable
    2022/03/03
    The military is a unique institution that teaches discipline, teamwork, and decision making, as well as other skills that can be applied to civilian life. When leaving the military, it can be difficult to adjust to civilian life. Despite these difficulties, military service members can successfully transition into the civilian world by having the right tools and a positive mindset.  In today’s episode of the Expert(ish) podcast, our guest, Greg Amorelli talks about the lessons he learned in the military and how he applied them to the civilian world, why it's better to make a bad decision than not to make one at all, and how growth comes from expanding past your comfort zone. Greg Amorelli is the Director of Health and Fitness Programs at Downtown Athletic Club, Strength and Conditioning Specialist at O2X Human Performance, and an Infantry Platoon Leader at Army National Guard. Additionally, Greg is a professional Health and Human Performance Coach who specializes in tactical strength and conditioning, running, swimming, and healthy lifestyle interventions for all populations and ability levels. He helps to develop and manage the mental, physical, and nutritional standards of individuals, small units, and teams to expand functional capabilities, improve overall health, and optimize personal performance. Enjoy! If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care. Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started. In This Episode01:40 - Backstory of Greg Amorelli 13:24 - Why knowing your goals is important when making decisions 19:20 - What Greg realized about the quote: “Jack of all trades. Master of none. But oftentimes better than a master of one”. 23:59 - Military lessons Greg has applied in the civilian world 31:00 - Why it's better to make a wrong decision than not to make one at all 38:13 - The elements and pieces of developing a positive mindset 43:35 - How growth comes from expanding past your comfort zone 55:07 - How the lessons learned in the military can help you succeed in civilian life Favorite Quotes45:24 - "Majority of successful people out there are successful because they've made more mistakes than the next person. And I, a hundred percent believe that because I found that the more mistakes I've made, the faster I've made them, the better I've become." - Greg Amorelli 08:08 - "I think the majority of us, military or post-military, are people who have a mindset where we have to keep going, keep pushing forward. And I think there are goods and bads for that. Any success that I've developed right now is because I do have that mentality." - Greg Amorelli 13:24 - "When you start something out, there's a big difference between understanding where you want to be and where you can be." - Greg Amorelli 21:56 - "The concept of pulling from all these different locations, you don't have to do it all yourself. But if you know, just enough, to know how you utilize that asset, how you utilize that resource, how you utilize that employer and that coworker to the point where they can succeed in what they do best, which will make you succeed, then to me, that's the win." - Greg Amorelli 31:09 - "Make the best decision you can with the information you have and be good with it. The most dangerous thing you can do in the military is not make a decision. It's almost always a lot of cases and in a lot of situations, it's better to make the wrong decision than no decision." - Greg Amorelli Engage with Greg AmorelliLinkedIn Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagram Listen to more episodes of the Expert(ish) PodcastiTunesSpotify
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    1 時間 6 分
  • E65 - How To Manage Your Money While Active Duty

    E65 - How To Manage Your Money While Active Duty
    2022/02/24
    Military to civilian transition is a challenge in itself. Finding a career and managing finances further complicate the process. Financial literacy is critical for anyone, but it is especially important for veterans who may be used to a certain lifestyle and need to adjust to civilian salaries. In what ways can veterans overcome these challenges and successfully transition into a new chapter of their lives? In today’s episode of the Expert(ish) Podcast, our guest, Lacey Langford talks about what motivates her to help veterans and active-duty military service members with their finances, why financial education is important when transitioning out of the military, and why MilMoneyCon is a conference not to be missed. Lacey Langford is a U.S. Air Force veteran, military spouse, speaker, and a financial coach who changes people’s lives from being fearful of money to having control and confidence with it. She is the Founder of The Military Money Expert, which specializes in financial coaching for the U.S. service members and their families. Lacey is also the creator and host of The Military Money Show, the podcast that helps U.S. Service Members, Veterans, and their spouses make, save, invest and spend money wisely. Also, if you are interested in the financial careers or if you have a service that could be helpful to financial professionals from the military community, don’t forget to sign up to the MilMoneyCon, a national conference focused on bringing together military and financial professionals.  Enjoy! If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care. Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started. In This Episode02:48 - The impact of transitioning from military to civilian life on personal identity 08:22 - What drives Lacey to help and educate veterans and active-duty personnel in the financial area 15:41 - What Lacey wished she had done in her younger years regarding investing 17:19 - Why finding the right people for a job is important for any business 19:34 - MilMoneyCon: Why it's a conference to be looked forward to 31:04 - The shocking truth about how taxes work outside of the military 37:31 - How Lacey put things together to run a conference Favorite Quotes10:40 - "So thinking about having a financial cushion a little bit more so as a military family or a service member I think is really important so that you can not only be prepared for obstacles or challenges that come but also opportunity." - Lacey Langford 03:02 - "I don't think a lot of people realize getting out of the military that some you might struggle with. Not only for the service member but even as a military spouse that becomes part of your identity, that you are a military spouse. So, it's an adjustment." - Lacey Langford 16:32 - "I completely agree with you (Jay) about education because if you don't know it (investing), you're scared of it, the fear of the unknown. But once you get a little bit of knowledge, it's the power to take action and to get more comfortable with it." - Lacey Langford 21:05 - "MilMoneyCon is an opportunity for everybody to come together, to connect into a network, to help with, and build careers which I feel very passionate about. If you are a service member, getting out and wanting to join that profession, this will be a community where people can lift you up and get you where you need to be a lot quicker." - Lacey Langford Engage with Lacey LangfordLinkedInMilMoneyConThe Military Money Expert Website Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagram Listen to more episodes of the  Expert(ish) PodcastiTunesSpotify 
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    42 分
  • E65 - Determining Your Purpose

    E65 - Determining Your Purpose
    2022/02/17
    When it comes to finding success in life, knowing your why is essential. Why do you do the things you do? What is your purpose? Too often, people go through the motions without taking the time to figure out what matters most to them. Without knowing your why, it is easy to get lost along the way. Without a clear sense of purpose, it can be difficult to stay motivated and focused on what is important. In what ways are you able to tap into your inner self to determine your purpose? In today’s episode of the Expert(ish) Podcast, our guest, Rob Rens talks about what sets him apart from other insurance agents, how he starts his day motivated, as well as his upcoming project in support of veterans.  Rob Rens is a State Farm Insurance agent and the President of Signal Fire Media. He is an experienced insurance and financial services professional serving North Carolina and Georgia. In his role at State Farm, Rob provides valuable information about insurance, the risks that make it necessary, how to protect yourself from those risks, and how to take action to achieve your most important goals. Enjoy! If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care. Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started. In This Episode02:06 - What Rob hopes to see in New Hanover County08:59 - Why location matters in business and how you can create your own12:07 - What sets Rob apart from other insurance agents20:06 - Rob's leadership philosophy22:43 - How Rob intentionally starts his day28:56 - Rob's upcoming project in support of veterans35:31 - What it takes to make a difference in the world38:33 - Rob's last piece of advice Favorite Quotes36:02 - "You have to know your why, like what's your purpose in life. And when you have that, then you can start to see those opportunities and just ask yourself the question, does this align with who I wanna be? And if so, am I willing to work hard enough to make it happen?" - Rob Rens 09:15 - "Location is important. But I do feel very strongly that you can make your own cool location. And if you market it appropriately, you have a quality service, you've got really good people that share the mission and vision of your company, and a culture is created around that, you can put something awesome in any neighborhood." - Rob Rens 13:51 - "A business is nothing without people. And that's people to run it and that's people to buy your product and service. So, if you are agile and you're able to adjust to how different generational cohorts interact with brands, purchase products, and what their expectations are after they've made that purchase, I think that's the best way to stay ahead of those trends." - Rob Rens 20:07 - "I just connect with people and I use love, empathy, and mutual respect to get things done more efficiently. And at the end of the day, it's probably better because you're gonna have people who are going to stick with you long term and run through brick walls for you." - Rob Rens 36:17 - "Overnight success, we use that term so flippantly in our society. Nobody sees the sleepless nights for years to become an overnight success. All of a sudden you blip on someone's radar, but they didn't see everything you put into it ahead of time. And that's really where the difference lies." - Rob Rens 39:26 - "If you're really feeling down because things aren't quite going your way, just start calling people. When you make that breakthrough, whether it's a sale, a new connection, a new venture, or something like that, the brain just starts firing in all cylinders. And all of a sudden, you're motivated again, you're happy again and you can carry that momentum out." - Rob Rens Engage with Rob RensLinkedInInstagram Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagram Listen to more episodes of the Expert(ish) PodcastiTunesSpotify   
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    43 分
  • E64 - Understanding Inflation and How It Affects Your Savings

    E64 - Understanding Inflation and How It Affects Your Savings
    2022/02/10
    Inflation is one of the biggest threats to financial stability. It can erode your savings and investments, leaving you with less money in the long run. The ability to make wise investments that maintain buying power over time can be difficult without a plan to mitigate inflation. With the volatile market we have today, how can investments be protected from inflation risk and your money kept safe? In today’s episode of the Expert(ish) Podcast, our guest, Devin Deverill talks about interest rates, how people can protect themselves against inflation, and what they can do to make the most of their cash sitting in their savings or checking accounts. Devin Deverill has been a financial advisor with Northwestern Mutual for over 13 years. Their mission is to help their clients across the country visualize and accomplish what financial security ultimately means to them. By matching his clients’ needs with innovative investment and insurance planning, he can confidently help them navigate through the many challenges and opportunities of life. Enjoy! If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care. Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started. In This Episode1:59 - Devin Deverill's role in the wealth management industry 5:01 - How Devin aligns investment opportunities with his clients' financial goals  9:56 - How 'basis' works in real estate 13:52 - The impact of inflation on different sectors of society 18:43 - What people can do to protect themselves against inflation 23:44 - Why investors should not put all of their money into equities 28:21 - What small business owners can do with some extra capital 35:45 - How to transition from a low yielding heavily taxed dollar to a non taxed dollar 41:08 - Devin's advice to anyone with cash sitting in their savings or checking accounts 46:13 -The psychology of gain and loss Favorite Quotes18:44 - "Figuring out a place where people could park their safer dollars and building a strategy there to hedge against inflation, not even necessarily growth-oriented, but at least to preserve the capital, that has become increasingly more important I think in today's environment based on the high inflationary figures that we're seeing as well as the combination effect 'one-two punch' of high inflation and hyper low-interest rates." Devin Deverill 5:33 - "You could manage the risk in terms of volatility in the capital markets of the equity space. But if you don't pay attention to taxes and how somebody's distributing money, not just growing and accumulating money especially in environments where so many people are getting down payments ready, that's a big deal." - Devin Deverill 8:40 - "If you have any legacy planning that you want to work on, everybody out there should know what a step-up in basis is on property. That is a huge hack, I would say, or benefit within the system of the tax code that you may or may not think about today. But as you get older, have kids, or want to pass things down and leave a legacy behind, you want to think about something like that." - Devin Deverill 20:15 - "So for those people that are sitting sideline with cash, there has to be a strategy other than cash that's affected by inflation and low interest rates over this next year or two that you likely want to employ and really design for those low yielding, heavily taxed dollars." - Devin Deverill 28:27 - "Taxes are a big deal for those investment properties. And anybody who's a small business owner and thinking about what to do with some excess capital, whether it's sitting in a business account or in their personal account, I would highly encourage you to reach out to a real estate professional. That will likely be a massive tax benefit to you to position a segment of dollars there based on your itemized deductions and let alone thinking about some of these concepts like distributing asset income to yourself and having a segment uncorrelated to the stock market." - Devin Deverill 46:22 - "The psychology around loss is typically greater for most individuals than the psychology around increasing their portfolio or growing wealth. People, in other words, are typically more fearful of losing money than they are appreciative of the gain in the portfolio." - Devin Deverill Engage with Devin DeverillLinkedInInstagram Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagram Listen to more episodes of the  Expert(ish) PodcastiTunesSpotify
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    51 分
  • E62 - Our Network is Our Net Worth with Ryan Breznik

    E62 - Our Network is Our Net Worth with Ryan Breznik
    2022/01/27
    We've all heard the saying, 'our network is our net worth'. The more people we know and the more connections we make, the more opportunities will come our way. All too often, we focus on the people within our network who are most like us – those who share our same interests, skills, and experiences. But to really unlock exponential growth opportunities, we need to tap into the right people on our network, those with connections and resources that can help you take things to the next level. In today’s episode of the Expert(ish) Podcast, Jay is joined by Ryan Breznik for the fourth time. Ryan talks about how having a network is important to all aspects of life, how he capitalized on the opportunities presented to him, and what investment vehicles are available in today’s digital era that can be beneficial for diversifying portfolios. Enjoy! If you are looking for an inexpensive and super convenient healthcare option, check out SkillMil Telehealth Services. It's a program that works well as a supplement to VA health care. Simply click on telehealth services on their website, fill out the basic info, and use the referral code Expert(ish) Podcast in the dropdown menu to get started. In This Episode1:46 - A look back at what Ryan has been up to recently 5:51 - What Jay and Ryan have accomplished together that led to positive results 9:56 - Why networks are undeniably important in many aspects of life 13:56 - How being an action-taker presents opportunities 17:15 - How Ryan got into corporate real estate 27:00 - Other investment vehicles that can be essential for diversifying a portfolio 33:25 - How to take advantage of digital growth opportunities 37:36 - What separates theory-based classes from outside-the-classroom learning 46:34 - What's next for Ryan Breznik Favorite Quotes30:29 - "The working class is moving out and the newer generations are coming in and taking their place and what they know and what they want to invest in and how they want the world to be run is a lot of these technologies that are kind of breaking through the surface right now." - Ryan Breznik 3:24 "If you want to get into something, whether it's investing in real estate or just a different track, you have to put the work in and these doors do open for you as you go along." - Ryan Breznik 5:08 - "Nothing's come in like one big step. There are accomplishments or successes. There are so many little steps that you have to take in order to get where you want to go long term." - Ryan Breznik 9:37 - "If you are trying to set yourself up down the line to do something more than you're currently doing, don't be hesitant to have conversations about the future with other people. You're never going to realize the potential of the network you already have until you start picking their brain and pick yours." - Ryan Breznik 33:46 - "To access that exponential growth opportunity, you do have to be on the forefront and one of the early movers in putting yourself in a position to be able to capitalize on those opportunities. And all it takes is investing time." - Ryan Breznik Connect with Expert(ish) Podcast Host JAY JOHNSONCall (858) 925- 4536WebsiteLinkedInFacebookInstagram Listen to more episodes of the  Expert(ish) PodcastiTunesSpotify 
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    51 分