Welcome to Property Unfiltered, a collection of raw and uncensored conversations with Simon Loo and some of the nation’s most savvy investors – giving you the insights you need to achieve your property dreams.

In this episode of Property Unfiltered, Simon Loo, founder of House Finder, and Smart Property Investment’s Liam Garman discuss how investors can achieve their financial goals through tailored investment strategies with director and founder of Kin Financial, Taku Ekanayake.

The podcast starts with Taku’s journey into property investment and how a personal tragedy in his early 20s made him rethink his perspective on financial freedom and home ownership.

Taku then shares lessons he’s learnt over the years, including the necessity of networking and choosing the right mortgage broker.

Simon and Taku then discuss the nuances of investing in different regions, such as Brisbane and Melbourne, and where they hope to take their portfolio in the year.

Taku’s journey: How he unlocked $500k in equity from a single $700k purchase in less than 2 years

Curiosity strikes: How does a beer truck driver become a successful attorney and an NBA liaison? Join me, Kelly Brothers, as I sit down with Paul Bossenmaier, whose journey from the driver's seat to the courtroom offers a fascinating story of career evolution and post-retirement fulfillment. Beyond his legal prowess, Paul brings a unique perspective shaped by years of basketball officiating, proving that passions outside your main career can enhance professional life in unexpected ways.

Through heartfelt anecdotes, Paul shares how nonverbal communication plays a pivotal role in fostering relationships on and off the basketball court. His transition from attorney to NBA liaison and playground monitor showcases a retirement filled with purpose and joy. We hear how Paul’s active engagement in new roles allows him to maintain connections with younger generations, all while enjoying the newfound freedom that comes with financial security.

Explore the art of crafting a purposeful retirement plan with Paul, uncovering how his second act keeps him vibrant and inspired. From inspiring his daughter to follow in his officiating footsteps to sharing valuable retirement planning advice, Paul's story offers a blueprint for anyone seeking a fulfilling life after a long career. Whether you're planning for retirement or simply looking for inspiration, this episode reveals how staying active and maintaining purpose can lead to a rewarding post-career life.

For more information on what we provide at CAPTRUST visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/

CHAPTER SUMMARIES
(00:00) Paul Bossenmaier's Retirement Success
Paul Bossenmaier's unique career path includes driving a beer truck, practicing law, and officiating basketball games.

(19:20) Communication and Retirement Success
Nonverbal communication in NBA extends beyond verbal interactions, including informal reconciliations and post-retirement activities.

(28:19) Retirement, Financial Freedom, and Purpose
Paul's unique role as playground monitor and NBA liaison, his nickname strategy, and reflections on retirement and purpose.

(35:25) Creating a Purposeful Retirement Plan
Paul's journey from NBA liaison to inspiring his daughter to pursue refereeing, and the importance of a fulfilling second act.

Episode 55: Paul Bossenmaier Shares His Purpose in Redefining Retirement.

What better time to present an encore episode like this than end of year when families are together and can address some of the serious elements that need family input. Not to mention, end of year tax concerns as well!  This is a noteworthy episode for those items that can easily be dismissed. Hope you find the timing helpful.

Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delve into the mechanisms of a Qualified Personal Residence Trust, offering a roadmap for transferring cherished assets to the next generation. Mike then bestows vital wisdom on managing estate and income taxes, the strategic use of spousal exemptions, and the nuanced balance between capital gains and preserving legacy wealth through stock portfolios.

Get your notepad out as we confront the convoluted world of estate planning within the realms of second marriages—a situation that many individuals face. Our episode unravels the complexities of ensuring financial security for a new partner while honoring the legacy intent for children from previous relationships. Mike shares his expertise on bypass trusts, the role of trustees, and the use of specific type trusts for larger estates. The emphasis can't be minimizd for the necessity of crystal-clear communication and precise documentation to smooth the path through the intricate dynamics of blended families.

Wrapping up the episode, the attention turns to business owners pondering their exit strategy, with a deep dive into the advantages of Employee Stock Ownership Plans (ESOPs). For the entrepreneurial spirit looking to reward loyal employees and ensure the longevity of their life's work, our discussion on ESOPs reveals a tax-efficient method of business succession. Mike and I dissect the financial mechanics, regulatory intricacies, and the tangential benefits of selling a company to those who know it best—the employees. This episode is as much a masterclass; as it is a tutorial for navigating the financial implications of life's transitions.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Encore Episode:Your Family's Future; Preserving the Legacy with Mike Genovese

Property investment success comes from strategy, mindset, and continuous learning.

In this episode of The Pure Property Podcast, co-hosts Phil Tarrant and Paul Glossop discuss how educating oneself through self-learning, podcasts, and trusted connections can help investors make better decisions.

The duo talks about the evolving role of Australian tradies, who have used podcasts to educate themselves during their workday, making them more knowledgeable, investing in life skills, financial literacy, and property.

Through personal stories, the co-hosts share how they have achieved significant financial freedom by being willing to learn and ask for help, emphasising the importance of partnering with people with complementary skills and shared values for success.

The conversation also touches on interest rates, the Sydney property market, SMSF investment choices, and the challenges of investing in Victoria.

How can investors hone their property knowledge

In this episode, Phil Tarrant, along with Victor and Reshmi Kumar delve into the transformative period between Christmas and the New Year, exploring how to shift from festive celebrations to establishing clear and actionable intentions for the year ahead. Join us as we discuss the significance of reflection, structured goal-setting, accountability, and the integration of health and personal relationships into our aspirations.

EP 140 From Christmas Cheer to Clear Goals: Setting Intentions for the New Year

What if the economic downfall of your hometown sparked a journey that led you to revolutionize a city's future? Barry Broome, president and CEO of the Greater Sacramento Economic Council, shares his incredible story of transformation from the industrial heartland of Ohio to spearheading economic development in Sacramento. Growing up amidst the collapse of the manufacturing industry, Barry's early life in steel mills and unions shaped his unique outlook on economic revival, inspiring him to pursue higher education and, ultimately, a career dedicated to revitalizing regions like Sacramento.

Our conversation uncovers the importance of civic leadership in breathing new life into cities once on the brink of economic despair. Learn how Barry draws inspiration from the rejuvenation of places like Pittsburgh and Cleveland, and discover how his unexpected move to Sacramento opened up opportunities for innovation and strategic growth. With personal anecdotes and strategic insights, Barry illustrates how local leaders are transforming Sacramento into a burgeoning hub for science, technology, and the arts, fueled by significant investments and initiatives like the Growth Factory and Aggie Square.

Sacramento's vibrant cultural and economic evolution is at the forefront as we explore the city's growing reputation in sports, healthcare, and technological innovation. From the success of the Sacramento Kings to the potential of hosting a Major League Baseball team, Barry envisions West Sacramento as a viable option for expanding the city's sports franchises. As we wrap up the episode, Barry's passionate advocacy for Sacramento's future highlights the region's readiness to become a world-class destination for enterprise and community development. This insightful journey into the heart of Sacramento's transformation is as inspirational as it is informative.

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

(00:00) Economic Development and Working Class Roots
Barry Broome's journey from working in steel mills to promoting economic development in Sacramento.

(10:03) Civic Leadership and Economic Development
Civic leadership and strategic planning drive economic revitalization in cities like Pittsburgh, Cleveland, and Detroit, while family and community influence relocation decisions.

(20:06) Sacramento's Economic Development Potential
Sacramento's potential as a science and engineering hub, revitalizing industries, initiatives like Growth Factory and Aggie Square, and investments in future technologies.

(31:43) Sacramento's Economic and Cultural Growth
Sacramento's growth is driven by major investments, healthcare developments, and sports, with potential for MLB expansion.

(39:33) Sacramento's Enterprise and Investment Growth
Sacramento's sports and entertainment scene is thriving, with the Golden 1 Center's success and potential relocation of the Athletics, highlighting community commitment and political will.

(48:12) Barry Broome's Vision for West Sacramento
West Sacramento's potential for securing a MLB team, emphasizing community support and revenue from TV rights, merchandising, and fan experiences.

Episode 56: Sacramento's Blueprint for Transformation with GSEC's Barry Broome.

Welcome to Pathway to Property, a podcast to help everyday Australians on their property investment journey through education, real-life stories, and firsthand investing experiences.

On this episode of Pathway to Property, Atlas Property Group director Lachlan Vidler and Luke Clifford dive into how investors can leverage crucial market pressure indicators to guide their investment strategy.

The pair unpack how investors often over rely on macro factors such as infrastructure and population growth. While important, these factors can overshadow more immediate market pressure indicators such as supply, demand and rental performance.

During the podcast, they examine an array of factors from approval rates and inventory, to vendor discounting and vacancy to help investors paint a more accurate picture of market conditions.

They then discuss how these insights can be utilised to develop both short- and long-term investment strategies.

Understanding market pressure indicators

On this episode of The Pure Property Podcast, co-hosts Phil Tarrant and Paul Glossop discuss how investors can kick off the new year successfully, whether they want to start their portfolio, stay informed, or diversify their investment.

The duo unveils the prediction for the 2025 market and how it will be crucial for investors to stay informed about interest rates and market conditions as the federal election and potential interest rate cuts are around the corner.

Phil and Paul then talk about the growing trend of investors shifting from residential to commercial properties, highlighting how to approach this transition strategically and avoid the pitfalls.

Additionally, the co-hosts touch on the importance of educating the younger generation about properties, and how luck still plays a role in one’s portfolio.

Kicking off 2025 with a bang

For their first episode of 2025, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant are joined by Sandeep Kaur and Michael Elias from KHI Legal to discuss the complexity of property laws and the importance of having a trusted conveyancer.

According to legal experts, legal agreements are essential in property investments, especially in joint ventures where all parties must understand their roles and responsibilities to avoid disputes.

The discussion then touches on the strategic aspects of property law, including asset protection and estate planning.

The co-hosts emphasise the importance of having a trusted lawyer aligned with his client’s goals and ensuring the relationship continues once the deals are concluded, as legislative changes may impact their investments.

How a property-oriented lawyer can facilitate your investment journey

Explore the luxurious Emaar Vida Residences Club Point in Dubai, where modern living meets convenience and elegance. From stunning architecture to world-class amenities, discover why this is the perfect place to call home.

Discover Emaar Vida Residences Club Point – Luxury Living in Dubai

Technical Expertise and Support by Venus Venture Capital
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Experience the inspiring journeys of Rachel Zillner and Kierstan DeLong as they share their paths to leadership. From Rachel's entrepreneurial spark, kindled by her father's business endeavors, to Kierstan's passion for communication shaped by her upbringing, this conversation promises insights into the minds behind the new ownership of RSE—a leading marketing and communications agency. Combining Rachel's innovative spirit with Kierstan's global agency experience, they highlight their strategic vision to lead RSE and the RADZ group of brands into a new era of success.

Our discussion further unfolds as we explore the multifaceted services of RSE, a powerhouse in marketing and social impact. Discover how the agency leverages its creative and digital teams to showcase positive contributions from both government and corporate sectors. As we introduce the RADZ group, including brands like Clutch and Frequency Co-Working, the conversation gets even more exciting with a prediction of how AI is set to influence future endeavors. We'll uncover the elements that make these women leaders of innovation and community collaboration.

Balancing work and personal life takes center stage as Rachel and Kierstan share candid stories about integrating motherhood with leadership roles. They emphasize how parenting can enhance executive skills and reflect on the role of community support. Hear how Sacramento's vibrant community plays a crucial role in their journey, countering any negative perceptions with personal experiences. Listen for invaluable advice on embracing opportunities, choosing positivity, and the non-linear nature of growth—told with passion and enthusiasm by two dynamic women making significant impacts in the Sacramento business world.

You can learn more about The RADZ Group at www.theRADZGroup.com
To learn more or inquire about services from RSE, visit www.rs-e.com
For more information about CLUTCH, visit www.connectwithclutch.com

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/

Chapter Summaries:(00:00) Female Entrepreneurs Discuss Business Journey
Rachel and Kierstan bring strategic vision to revitalize RSE, blending global experience with a women-led legacy.

(15:07) Exploring Future Business Trends With AI
RSE offers comprehensive marketing services, specializing in social impact and government partnerships, with a focus on AI's future impact.

(29:14) Balancing Work and Motherhood in Sacramento
Parenting and career integration, community impact, involving children in business, empathy for young professionals, and pride in fostering future generations in Sacramento.

(42:13) Embracing Opportunities and Growth in Business
Seizing opportunities, taking risks, and choosing positivity drive meaningful work and make a positive impact.

Episode 57: Rachel Zillner and Kierstan DeLong-The Vision for RSE and The RADZ Group Portfolio.

Welcome to Pathway to Property, a podcast to help everyday Australians on their property investment journey through education, real-life stories, and firsthand investing experiences.

On this episode of Pathway to Property, Atlas Property Group director Lachlan Vidler and Luke Clifford discuss the broader factors that impact property investors’ journey.

Using real-life examples and strategies, the co-hosts examine the big picture of property investment and describe the macro factors influencing the market, such as credit access, sentiment, government policy, and infrastructure.

The episode concludes with a call to action for investors. Lachlan emphasises the importance of taking decisive action, not succumbing to analysis paralysis, and starting to build their property portfolios.

Understanding the macro factors that influence the property market

In this episode of In the Balance, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant are joined by the lead internal accounting partner at KHI Partners, Gary Yang, to discuss the role of a chief financial officer (CFO) within a property investment portfolio.

The trio starts by exploring the traditional roles of CFOs in businesses, which typically encompass managing the balance sheet, profit and loss, and cash flow, which are essential to property investment.

Gary explains that the role of a property CFO involves more than just presenting financial data. It requires understanding the client’s objectives and the ability to construct and analyse data while providing actionable insights.

As property portfolios grow and evolve, the trio emphasises the need for a structured approach to financial management and presenting a compelling narrative to lenders, which a CFO can facilitate.

How CFOs help shape investment decisions

IMF’s $1.2B lifeline supports Egypt’s economic recovery through structural reforms, privatization, and addressing inflation and GDP growth challenges.

Egypt's Recovery Gamble IMF's $1.2B lifeline

Investment in school meals boosts education growth, economic returns, enrollment rates, and student performance in low-income regions.

Unlock Potential School Meals Fuel Amazing Futures

Business leadership expert Doug Lipp takes center stage in this episode as we explore his fascinating journey from Sacramento to Tokyo Disneyland and beyond. Doug's unexpected passion for Japanese culture, ignited in high school, not only shaped his education but led to pivotal moments in his career, like his internship and subsequent role with Disney in Japan. Our shared memories of a unique trip to Japan, coupled with Doug's linguistic prowess and cultural insights, set the stage for a rich discussion on cross-cultural communication and leadership.

The conversation uncovers the strategic triumphs and challenges of Tokyo Disneyland, from its opening in 1983 to its innovative responses to weather and cultural dynamics. We explore Doug's career trajectory within Disney, reflecting on his impactful role at Disney University and the broader challenges of maintaining operational excellence and cultural cohesiveness across the brand's global presence. Doug's anecdotes about Disney's foundational leadership principles and customer service philosophy provide invaluable lessons on human interaction's enduring importance, even in a tech-driven world.

Transitioning from Disney's corporate world to founding the Intercultural Relations Institute, Doug shares insights into the complexities of cross-cultural leadership and the importance of maintaining simple yet powerful messages within organizations. The episode concludes with a focus on Doug's significant contributions through his books and YouTube channel, encouraging listeners to explore his work further. His journey is a testament to the power of passion and insight in shaping successful leadership and cultural understanding, offering listeners a blend of inspiration and practical wisdom.

To learn more about Doug Lipp, his company and the Intercultural Relations Institute, simply click on the link to his website. https://www.douglipp.com/

For more information on what we provide at Captrust visit www.captrust.com.
You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com
To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
CHAPTER SUMMARIES
(00:00) Doug Lipp
Doug Lipp shares his journey from Sacramento to Japan, sparked by a high school class and leading to a career at Disney.

(13:27) Tokyo Disney Opening and Leadership Transition
Tokyo Disneyland's success, challenges, strategic location, and post-WWII cultural dynamics are discussed in relation to my career trajectory at Disney.

(18:38) Disney University and Leadership Challenges
Disney University's role in maintaining culture and training employees, challenges faced by Disney, and personal journey from Disney to consulting.

(25:18) Disney Leadership and Cultural Challenges
Transitioning from Disney to Intercultural Relations Institute, leadership training, Walt Disney's approachability and authority, and employee engagement.

(35:48) Customer Service and Leadership Evolution
Leadership and customer service require a balance of technology and personal engagement, as seen in Disney and AutoZone's success.

(46:14) Doug Lipp's Books and YouTube Channel
Doug Lipp, a distinguished business leader and author, shares valuable insights on leadership and his extensive work in the Sacramento area.

Episode 59: Cross-Cultural Leadership the Disney Way with Doug Lipp.

SPILL's Black-owned social media platform launches $250 equity crowdfunding, democratizing investment and fostering inclusive community ownership in digital spaces.

Amazing SPILL Investment Own Black Social Media Today

Apple, like all successful companies, became successful by maximizing profits and minimizing costs. However, to achieve this, they sold their soul to America’s biggest adversary: the Chinese Communist Party. The story of how this transpired is chronicled in exceptional detail by my guest, Patrick McGee, who joins me to discuss his book “Apple in China: The Capture of the World's Greatest Company” and explains whether or not he believes Trump can return manufacturing to America.

- - - 

Today’s Sponsor:

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How China Controls America's Biggest Tech Company | Patrick McGee

Whether you are considering buying your first investment property or reaching property mogul status, Pure Property Investment’s Paul Glossop helps dissect the fundamentals through to large scale property development and everything in-between.

The Australian Dream is to build personal wealth, strike a work/life balance and pave the way to a comfortable retirement. But while many have the aspiration to do this there is a reason why very few achieve it. And why? It takes a team of trusted experts. And at the heart of that team? An accountant who does more than just your annual tax return. Join Australia’s top property accountant Munzurul Khan, the KHI team and property commentator Phil Tarrant as they discuss strategies to help you achieve your financial goals and contribute to your life. Welcome to In the balance.

Simon Loo invites his highly successful property investor clients to discuss their property journeys from the good to the bad, and everything in between. Whether you’re new to investing or looking to grow your portfolio, you’ll find real stories from real investors, and advice from those who have achieved what you're looking to achieve - financial freedom. 

Join us on this journey and subscribe to Property Unfiltered today!

Pathway to Property is your go-to destination to learn about property investing. With a mission to help educate everyday people on how to navigate the property market, the process for building and scaling a property portfolio, and analysing property market trends and performance – you can be sure that every episode will entertain and educate!
 
The Pathway to Property podcast is hosted by Lachlan Vidler and Luke Clifford. Lachlan is the founder and director of award-winning national buyer’s agency Atlas Property Group and is an industry identity with a best-selling book on property investing, and sits as board member of the Property Investment Professionals of Australia. Luke Clifford is the Senior Investment Consultant at Atlas Property Group with a professional sports background and a long-time love for property investing.
 
Atlas Property Group is an award-winning national buyers agency that focuses on helping people build and scale investment property portfolios. Utilising proprietary technology systems such as their bespoke area research platform with over 450m unique data points, Atlas Property Group sits at the forefront of property investment expertise and performance. 
 
If you are looking to start or scale your property portfolio, book a meeting with the Atlas Property Group team using the link below:
 
https://atlaspropertygroup.com.au/book-now/

Discover low-risk investments with high-yield potential at Venus Venture Capital. Our focus on shipping container assets provides a unique, reliable avenue for financial growth. With global trade driving demand, these durable assets ensure consistent income streams. Venus Venture Capital’s experienced management team handles every aspect of leasing, simplifying the investment process for you. Whether diversifying your portfolio or seeking stable returns, our innovative solutions deliver results. Trust Venus Venture Capital as your partner in achieving sustainable financial success. Explore secure, hassle-free investment opportunities tailored to your needs with Venus Venture Capital.

Vida Residences by Emaar offers luxurious, modern living with stunning views, premium amenities, and a vibrant community. Ideal for those seeking comfort, style, and convenience in Dubai.

End of Western Civilization got you down? All is tickety-boo on The Andrew Klavan Show as Andrew laughs his way though Armageddon with political satire, cultural commentary, interviews and relentless mockery of racial pieties, sexual perversities, and feminist absurdities. Monday thru Thursday.

Property Investing Insights, a podcast partnership between Smart Property Investment and leading property buyers’ agents Victor and Reshmi Kumar from the Right Property Group, delivers investors real-world strategies to create wealth through property. 
 
The team delve into the hard issues that property investors face, demystifying complex terms and strategies and providing practical solutions to maximise your investment potential – regardless of the size of your portfolio. The team cover key property market dynamics, principals and tactics and dig deep into the issues that matter to help you make more informed property investment decisions. This podcast is a must listen for any investor wanting to boost their understanding and invest in their property investment education.
 
Property Investing Insights with the Right Property Group, the is now located on the Smart Property Investment Podcast Network, which you can find here on iTunes https://itunes.apple.com/au/podcast/smart-property-investment-podcast-network/id1062491621?mt=2 or listen on https://www.smartpropertyinvestment.com.au/podcasts/right-property-group. 
 
Subscribe and we’ll update you each time a new podcast is released.
 
For more info
http://www.rightpropertygroup.com.au/ | facebook.com/RightPropertyGroup | twitter.com/rpg_1
 
www.smartpropertyinvestment.com.au | facebook.com/SmartPropertyHQ | twitter.com/SmartPropertyHQ
#propertyinvesting #finance #propertystrategist #buyersagent

At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento.  For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, when the recipe is right. The goal is to have you learn, think, even laugh a little bit, all calorie free. Hopefully you'll enjoy what he's delivering right to your kitchen table or dining room or... will you be eating in your car, wherever you choose to listen.

New tracks tagged #investment,