Episodes
299. Proactive Planning: Ensuring a Legacy of Love with Sara Ecklein
Send us a text Join us on Average Joe Finances as our guest Sarah Ecklein, a private fiduciary from the Bay Area, California. Sarah shares insights into her profession, the importance of estate planning, and her journey from aspiring hospice nurse to fiduciary. She discusses the complexities of tru…
298. Decoding the Enneagram: Money and Personality with Douglas Lynam
Send us a text Join us on Average Joe Finances as our guest Doug Lynam, a former Benedictine monk turned financial advisor and author, shares his unique life story, detailing his upbringing in an affluent family with financial struggles, joining the Marine Corps, and eventually spending 20 years in…
297. Harnessing Real Estate for Family and Fortune with Ken Gee
Send us a text Join us on Average Joe Finances as our guest Ken Gee, founder and managing partner of KRI Partners, shares his inspiring journey from growing up in Toledo, Ohio, working as a CPA and commercial lender, to becoming a successful real estate investor. Ken discusses his transition from a…
296. Investing Wisdom and AI Insights with Richard Wilson
Send us a text Join us on Average Joe Finances as our guest Richard Wilson, founder of the Family Office Club, shares insights on building an investor club and integrating AI tools to optimize investment processes. He details his journey into finance, starting businesses from a young age, and devel…
295. Retirement Planning: Discovering Reverse Mortgages with Kevin Gu…
Send us a text Join us on Average Joe Finances as our guest Kevin Guttman, a seasoned reverse mortgage professional. Kevin shares his journey from managing his father's rental properties at a young age to entering the mortgage industry in 2004. He discusses the evolution of reverse mortgages, highl…
294. From Cash to Franchise: Financial Pathways with James Hilovsky
Send us a text Join us on Average Joe Finances as our guest James Hilovsky, CEO of the Fran Dream, shares about his journey from spending over 20 years in corporate America to becoming a successful entrepreneur. James shares ...
293. VPM Solutions: Innovations in Real Estate Management with Pete N…
Send us a text Join us on Average Joe Finances as our guest Pete Neubig, co-founder and CEO of VPM Solutions, shares his 30-year journey from an average student in high school to co-founding a company that specializes in prov...
292. From Software to Syndicates with Jay Balekar
Send us a text Join us on Average Joe Finances as our guest Jay Balekar, shares his inspiring journey from growing up in India to becoming a successful real estate investor in the U.S. Jay discusses his background in cybersec...
291. Power of Why: Transforming Passion into Profits with Giang Nguyen
Send us a text Join us on Average Joe Finances as our guest Giang Nguyen from One River Capital, shares her inspiring story of transitioning from a biology major to real estate investing, starting with a single-family foreclo...
290. Angel Investing: Risks, Rewards, and Strategies with Marcia Dawo…
Send us a text Join us on Average Joe Finances as our guest Marcia Dawood, a seasoned angel investor, shares her journey from corporate America to discovering the world of angel investing. She explains how angel investing is ...
289. Discovering the Storage Goldmine with Joe Downs
Send us a text Join us on Average Joe Finances as our guest Joe Downs, CEO of Belrose Storage Group, shares his 17-year journey in commercial real estate. Joe recounts his early career as a financial advisor, the impact of 9/...
288. Transformative Leadership and Business Strategies with Darius Ro…
Send us a text Join us on Average Joe Finances as our guest Darius Ross, a seasoned entrepreneur with over 30 years of experience. Darius shares his serendipitous entry into entrepreneurship, his experiences with real estate ...
287. The Income-Driven Approach to Retirement with Steve Selengut
Send us a text Join us on Average Joe Finances as our guest Steve Selengut, a professional investment manager with over 40 years of experience and the author of 'Retirement Money Secrets’, shares his journey into investment ...
286. From W2 to Financial Freedom with Daniel Kong
Send us a text Join us on Average Joe Finances as our guest Daniel Kong, a former software developer turned real estate investor, shares his journey from working 20 years in a W2 job to achieving financial freedom through re...
285. Mastering Landlord Strategies and Market Insights with Krista Re…
Send us a text Join us on Average Joe Finances as our guest Krista Reuther, the Senior Education Content Manager at TurboTenant, shares her journey into the industry starting as a freelance writer and editor in college, her g...
284. Obliterating Excuses: A Leadership Revolution with Larry Mietus
Send us a text Join us on Average Joe Finances as our guest Larry Mietus, the 'Chief Excuse Obliterator,' to discuss leadership, accountability, and company culture. Larry shares his journey as a business consultant and autho...
283. Breaking Comfort Zones: Financial Freedom and Passion with Moshe…
Send us a text Join us on Average Joe Finances as our guest Moshe Popack, chairman of YMP Real Estate Management, discusses his journey from New York to Miami, his initial struggles, and how he turned to real estate after los...
282. The Finance Forum: End-of-Year Reflections and 2025 Goals with M…
Send us a text Join us on Average Joe Finance hosts Mike Cavaggioni and Tanya discuss their reflections on 2024 and share their goals and strategies for a successful 2025. They emphasize the importance of being present, setti...
281. Overcoming Imposter Syndrome and Embracing Innovation with Eliza…
Send us a text Join us on Average Joe Finances as our guest Elizabeth Bieniek, an accomplished entrepreneur and author of “Cake on Tuesday: 25 Lessons to Unlock Corporate Innovation”, shares her unconventional career journey ...
280. Overcoming Adversity to Build Unshakeable Wealth with Larisa Olt…
Send us a text Join us on Average Joe Finances as our guest Larisa Olteanu from Unshakable Wealth shares her inspiring story of overcoming a tumultuous childhood and severe financial hardships. Arriving in the U.S. with just ...
279. From Business Basics to Strategic Investing with Curtis May
Send us a text Join us on Average Joe Finances as our guest Curtis May, the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more t...
278. Building Resilience and Planning Your Legacy with Dr. Kimberly H…
Send us a text Join us on Average Joe Finances as our guest Dr. Kimberly Harms shares her compelling life story, involving personal challenges, the loss of her child and husband, and how these experiences shaped her career an...
277. Achieving Financial Freedom Through Multifamily with Christian O…
Send us a text Join us on Average Joe Finances as our guest Christian Osgood, the owner of Multifamily Strategy, shares his journey from saving for financial freedom to acquiring over 200 rental units. He emphasizes the impor...
276. From Struggles to Financial Success with Roy Snarr
Send us a text Join us on Average Joe Finances as our guest Roy Snarr, a successful financial services entrepreneur, shares his compelling life story, detailing his challenging journey from a middle-class background to buildi...