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Tyler Real Estate Financial Planner Podcasts

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Today, Ben is joined by fellow Catholic financial planner Tim Mayer to unpack the meaning of “Catholic money”—a vision of wealth shaped by stewardship, detachment, and generosity. Grounded in their shared experiences in religious life, Ben and Tim reflect on how faith transforms financial decision-making, shifting the focus from accumulation to ser…
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Learn the secrets of Cash on Cash ROI and Cap Rates in Tyler. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each includin…
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Learn the secrets of return on investment and return on equity in Tyler. This class is Module 43 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The 4 primary returns from rental properties and the additional area of return The Return Quadrant™ with Reserves Why measuring past returns is easy, but pred…
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Learn the secret of real estate investing partnerships in Tyler. This class is Module 42 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the 3 partnership roles Applying real estate partnerships to a variety of real estate investing strategies Partnering with the seller… especially when flippi…
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Learn the secret of becoming the preferred real estate investor client that real estate agents and brokers in Tyler call first with all the best deals. This class is Module 41 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How do you get a real estate agent/broker to call you first with the best deals…
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Today, Ben welcomes Wyatt O'Rourke—Denver-based financial advisor and founder of Basilic Financial—for a wide-ranging conversation on the interplay between tradition, innovation, and community within a Catholic framework. Wyatt shares his journey of entrepreneurship and reconversion to the faith, emphasizing the integration of spiritual values into…
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Learn secret real estate investor horror stories. This class is Module 40 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Mike Tyson says, "Everyone has a plan: until they get punched in the face"... for real estate investors Overcoming fear of tenants, toilets and termites What is expected value and h…
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Learn the secrets of analyzing multi-family properties in Tyler. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers ar…
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Learn the secrets of creative financing and real estate entrepreneurship in Tyler. This DOUBLE LENGTH class is Module 38 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is creative financing and how to use it as a real estate investor The 6 types of creative financing Why you should only do deals …
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Learn the secrets of 1031 tax deferred exchanges in Tyler. This class is Module 37 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is a 1031 tax-deferred exchange? What are the key aspects of a 1031? The 4 types of 1031 tax-deferred exchanges and when we use each Defining like-kind and understandi…
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Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often be…
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Learn the secrets of buying new construction properties in Tyler. This class is Module 36 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The pros and cons of investing in real estate with new construction properties What price of new construction should you focus on for investments Different builders,…
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Learn the secrets of short-term rental properties in Tyler. This class is Module 35 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of short-term rentals and what are some of the pros and cons of each. What are the most common ways to finance properties that you’re uti…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Tyler. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster and…
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Learn the secrets of comparable sales to determine property value in Tyler. This class is Module 33 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How do you know if you’re paying a good price for a property you’re buying (not too high)? How do you know if you’re getting for a good price for a propert…
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Learn the secrets of real estate maintenance and capital expenses Tyler. This class is Module 32 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What’s the difference between capital expenses and maintenance on a rental property? What do I need to do to have my rental property business be a “qualified …
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Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity and Equitable to finding a more fulfilling path in personalized financial planning. We dive into tactical a…
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Learn the secrets of real estate inspections when buying in Tyler. This class is Module 31 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: An overview the entire inspection process including choices and paperwork required What level of inspection are you doing prior to going under contract? Why dates a…
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Learn the secrets of wholesaling real estate in Tyler. This class is Module 30 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of wholesaling real estate and what are some of the pros and cons of each. What is a strategy similar to wholesaling where you can do half the…
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Learn the secrets of determining fair market rent on properties in Tyler. This class is Module 29 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why rents are not an exact number and what they really are At the end of the day, what is rent ultimately An overview of an easy method of determining fair m…
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Learn the secrets of insurance for real estate investors in Tyler. This class is Module 28 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why you should not be penny-wise and pound-foolish with insurance and your real estate investments. The importance of having a strong relationship with your insuran…
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Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investin…
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Learn the secrets to what happens while you're under contract to buy an investment property in Tyler. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who is…
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Learn the secrets to maximizing cash flow on rentals in Tyler. This class is Module 26 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include how to improve cash flow: When selecting a real estate agent/broker Locking/floating your mortgage interest rate Searching for less expensive properties Searching for pr…
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Learn the secrets to buying investment properties with little or no down payments in Tyler. This class is Module 25 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the loans you use to invest in real estate with little or no down payment? What are the real estate investing strategies you can u…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Tyler. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is it,…
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Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments…
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Learn the secrets to the BRRRR real estate investing strategy in Tyler. This class is Module 23 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of the Buy, Rehab, Rent, Refi (and Repeat)—commonly abbreviated as the BRRRR strategy—and what are some of the pros and cons …
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Learn the secrets to the paperwork to buy and sell real estate in Tyler. This class is Module 22 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How do you get the contracts and disclosures for buying and selling real estate in your market? When and how should you review the paperwork for your real est…
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Learn the secrets to comparing mortgages, loans and lenders in Tyler. This class is Module 21 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why selecting a lender isn’t always about price… and what are some of the other selection criteria to consider. Why just because one lender says it can’t be done…
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Learn the secrets to analyzing deals in Tyler. This class is Module 20 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calcu…
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Learn the secrets to flipping properties in Tyler. This class is Module 19 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of flipping properties and what are some of the pros and cons of each. What are the most common ways to finance property flips? And what are some …
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Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core value…
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Learn the secrets to real estate investor bookkeeping and accounting in Tyler. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is t…
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Learn the secrets to getting your first real estate investment deal done in Tyler. This class is Module 17 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: A 90-day plan to buy your first rental property. Why there is nothing difficult to do in the real estate investing business and why it is really all…
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Learn the secrets of return on investment for rental properties in Tyler. This class is Module 16 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the 4 primary areas of return on rental properties? And, what is the secondary return? What time period do we typically look at for returns on renta…
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Learn the secrets of house hacking in Tyler. This class is Module 15 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of the house hacking real estate investing strategy and what are some of the pros and cons of each. What are the most common ways to finance house hacki…
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Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, detachment, and trust in God’s providence, the discussion highlights the importance of aligning finances wi…
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Learn the secrets of financing investment properties in Tyler. This class is Module 14 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the 14 financing options for buying rental properties? What is PMI and why would you ever pay for insurance to protect the lender? How paying the lender can im…
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Learn the secrets of down payments for real estate investing in Tyler. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about ge…
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Learn the secrets of selecting an investor-friendly real estate agent in Tyler. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®? …
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Learn the secrets of catching up on saving for retirement in Tyler... with an emphasis on using real estate investing. This class is Module 11 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What do you do if you wake up one morning and realize that you’re behind on saving for retirement? What can you …
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Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contr…
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Learn the secrets of the Nomad™ real estate investing strategy for Tyler real estate investors. This class is Module 10 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of the Nomad™ real estate investing strategy and what are some of the pros and cons of each. What are…
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Learn the secrets of asset protection for Tyler real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should never…
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Learn the secrets to hiring and managing a property manager in Tyler. This class is Module 8 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: A small tweak to your mindset around renting your property that will change all aspects of your property management... for the better... to make it easier, to low…
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Learn how to overcome tenant challenges in Tyler. This class is Module 7 of 46 in a series called Real Estate Investing Secrets. What do you do when you experience the inevitable tenant challenges like: Tenant not paying rent Tenant’s check returned for non-sufficient funds Tenant makes late payment Tenant breaks lease Tenant provides partial payme…
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Learn the secrets to buy and hold real estate investing in Tyler. This class is Module 6 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of the buy and hold real estate investing strategy? Variations based on down payments? Variations based on property types purchased?…
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Today, Ben discusses the intersection of philosophy and financial planning with Nick Shiver, a wealth advisor from Columbia, South Carolina. Both Ben and Nick hold master's degrees in philosophy, and their conversation explores how their philosophical backgrounds inform their current roles in financial advising. They reflect on the rigorous trainin…
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Learning how to correctly manage properties is a critical skill for landlords. This class is Module 5 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What should you be doing to document the condition of the property before the next tenant takes possession? The one free thing that few landlords do that…
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