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Sam Bennett, Real Estate Agent with Opt Real Estate, Interviewed on the Elite Real Estate Leaders Podcast

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Sam Bennett, Real Estate Agent with Opt Real Estate, Interviewed on the Elite Real Estate Leaders Podcast

Published on February 7, 2024

Sam Bennett discusses maximizing home value. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sam-bennett-real-estate-agent-with-opt-real-estate/

Sam Bennett delves into the multifaceted nature of design in real estate, going beyond mere aesthetics like colors and furniture placement. Initially associating design with swatches and drapes, she quickly clarifies that in real estate, design encompasses foundational elements such as HVAC, plumbing, and drainage systems. Understanding these crucial elements is essential for interior designers as it enables them to make informed decisions when redesigning a space, potentially increasing its value.

Moreover, Mike Saunders and Sam Bennett discuss the importance of considering the return on investment for various renovations in interior design. They stress the need for thorough research to determine whether a particular renovation, like a kitchen remodel, will truly add value to the property. Given the expense involved in redesigning a space, it becomes crucial to weigh personal enjoyment against the potential impact on future buyers.

Overall, the episode underscores that design in real estate extends beyond aesthetics, emphasizing the significance of comprehending foundational elements and considering the financial implications of renovations.

Sam Bennett highlights the resurgence of the Portland real estate market, which is rapidly gaining momentum. Sam notes that steady interest rates have sparked increased interest from buyers. In contrast to the past couple of years when fluctuating interest rates slowed down the market, real estate agents had to focus on relationship building and follow-up. However, with interest rates now stable, clients are more understanding, and the media is promoting it as an opportune time to buy.

Sam shared: I think interest rates are steady and clients seem to be understanding them more. The media seems to be on our side saying now is a good time. My phone has been ringing off the hook. People are excited to buy.”

About Sam Bennett

Sam is the owner and founder of her own residential remodeling company as well as a licensed real estate agent in both Oregon and Washington. She and her husband, Travis, bought their Happy Valley home through the team that would become her brokerage, Opt Real Estate (then The Drew Coleman Team). The team also secretly video-captured his marriage proposal at one of their favorite places, Cannon Beach.

Sweet, fun, efficient, and hardworking, Sam has been in the residential industry since 2012. She graduated from Colorado State University with degrees in both apparel and interior design and with an offer already in hand for a position as a professional interior designer at a design/build firm.

Between her love for working with homeowners and three years’ worth of prodding from her Realtor® husband, she eventually became licensed as a real estate agent herself. Clients find that Sam’s eye for design can help them to see what is possible within a space while her attention to detail ensures no deadlines on the transaction are missed.

“My clients find ease and fun with our process. My purpose is to really get to know you and your family so together we can make this custom experience enjoyable and easy.”

In her free time, Sam writes pop-punk songs with her husband and plays bass for the band they created, “all in ur head”. “Travis and I go to Guitar Center so often that a number of the employees know us by name.” Besides auditioning for modeling and acting gigs, she loves to take their RV out to the coast or visit their favorite jaunts across Portland. They especially love Tusk NW, The Original Halibuts, and venues like the Hawthorne Theatre and Crystal Ballroom.

When they’re not walking the trails in their neighborhood, you can catch the couple alternating between the one-wheel and electric scooter. “Sometimes we bring our very athletic bulldog, Sonny. Rubble, our other bulldog, is not so athletic – he keeps the sofa warm for us while we’re cruising around the neighborhood.”

Learn more:
https://theopt.com/

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The Heartbeat of Success in 2024: World-Class Business Change-Makers Reveal the Power of Love in Business

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 In the dynamic landscape of 2024, infusing love into business can serve as a transformative force. This approach fosters authentic connections, enhances team collaboration, and leads to a positive organizational culture. Prioritizing love as a guiding principle creates environments where people feel valued and supported, fueling increased motivation, creativity, and productivity, while genuine care and empathy are pivotal for cultivating strong client relationships, instilling loyalty, and paving the way for sustainable success. Dive into the wisdom of these world-renowned business change makers who share invaluable tips and stories on the profound impact of love…in business.

Annie Koshy, Founder/Creative Director of GTA South Asian Media Network Inc., views love as a necessity and the heartbeat of meaningful connections in business. She emphasizes love as the catalyst for authentic collaboration, breaking down barriers and fostering an environment where diverse talents and ideas converge harmoniously.

Marcia Martin, CEO of Marcia Martin Productions, LLC, believes that when team members and clients feel cared for, acknowledged, and supported, it creates a positive, profitable business environment. Her tips for success in 2024 include practicing kindness, slowing down to enjoy the journey, appreciating people, and actively listening.

Global Director at the Neuro Change Institute, Dr. Rhonda Kerlew, Hons., RN, B.Sc.N, EMBA, advises embracing love as a powerful business growth development strategy. Cultivating Emotional Intelligence enables people to enhance connections, exhibit compassionate leadership, and refine decision-making skills through a love-based approach.

LaWanna Bradford, MPA, COO of The Bradford Group, LLC, highlights the integration of love as a vital tool in business while adopting values such as diversity, equity, inclusion, and belonging to form a foundation for a robust organizational core. Celebrating individual uniqueness and a nurturing environment drives innovation and ensures lasting success.

Veney Cochran, CEO and Co-Founder of SWAG Leadership stresses the vital nature of love as a true asset in the business world. Veney advises those desiring success to overcome ‘limiting beliefs’ through visualization of the person they aspire to be. By defining their version of success, and understanding the “Why,” the “How” will naturally fall into place.

Colleen Arruda, Founder and President of YOU MATTER MEDIA INC., underscores positive connections with stakeholders for long-term success, creating a vision, mission, and reputation grounded in love. She suggests actively addressing individuals’ needs, fostering self-love, and cultivating a positive mindset to navigate challenges and ensure success.

Dr. Mandana Attarzadeh, Founder and President of The Flourishing Women Global, sees business as a way to serve others through unique talents and gifts, ultimately leading to prosperity. Mandana emphasizes that approaching every aspect of business from a place of love, including providing honest feedback, can bring about positive transformations.

‘Purpose Coach’ Gwen Lepard connects empathic entrepreneurs with their purpose and advocates self-love to provide renewable energy that empowers individuals to transform roadblocks into opportunities aligning with their purpose, ensuring clarity and a clear direction for successful business decisions.

Christine Marsh, Catalyst for Change and Founder of Prime Objectives, champions environments where people can flourish by maintaining life balance, flexibility, and clear boundaries and eliminating practices that no longer have value.

Dr. Annette Greenwood, an Award-Winning Life Coach, highlights love in business as a high-energy vibrational quality that positively influences business dealings and collaborations. Annette suggests incorporating love into all aspects of work, treating it as an investment in service and viewing it as love-based marketing.

COO of Wealth Code Consultants Susan Pilkenton overcame significant setbacks while creating a multi-million-dollar empire by nurturing love, joy, and gratitude within her heart and business. Susan focuses on building a community of like-minded advisory leaders, underscoring the value of diverse perspectives to achieve long-term prosperity.

Alex Vitillo, a Leading Shamanic Priestess of Wealth & Wellbeing, believes that love makes the world go round. Her perspective on integrating love into business is that blended with a positive, laser-focused mindset, it is a vital quality that fuels a passion for the company.

Utilizing love as a guiding ethos has been a game-changer for these visionary trailblazers, as their stories of triumph and success attest to the irreplaceable value of love in the business world.

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ABOUT THE INDUSTRY LEADER

Mark Stephen Pooler is the Founder, Editor in Chief, Media & News Publisher of MSP News Global. Mark oversees the company’s media business and its intersection with global business leaders. Before forming MSP News Global in 2020, Mark spent his time as a Professional Speaker, International Bestselling Author, Radio Host, and PR & Media Specialist. Mark is also the Founder of TMSP Agency, a Premium Media and PR Agency. He helps high-profile entrepreneurs share their stories globally through PR and digital media. When not working with his valued clients, Mark enjoys spending time with Lilly, his four-legged bestie.

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Mistakes Business Owners Make On Their Finances After The Sale Of Their Business

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Mistakes Business Owners Make On Their Finances After The Sale Of Their Business

Published on February 26, 2024

Adam Coffey, an established expert on private equity in the United States, is interviewed on a podcast about considering private equity as a participant in the sale of a business. Adam discusses mistakes that are made and how to avoid them.

Financial professionals understand the importance of setting clients up for success in their finances. However, even the savviest business owners can make mistakes when it comes to managing their money after selling their business.

To ensure that clients avoid these common pitfalls, here are some key actions they should take after the sale of their business:

  1. Create a Financial Plan

After receiving a large sum of money from selling their business, owners may feel overwhelmed and unsure of what to do with it. This is where financial expertise comes in – encourage clients to create a financial plan that aligns with their goals and priorities. This will help them make smart decisions with their newfound wealth and avoid impulsive or unnecessary spending.

  1. Diversify Their Investments

Many business owners put all their eggs in one basket – their business. However, after selling it, they need to diversify their investments to reduce risk and ensure long-term financial stability. As their financial advisor, recommend a mix of stocks, bonds, real estate, and other assets that align with their risk tolerance and financial goals.

  1. Pay off Debts

One mistake some owners make after selling their business is not paying off debts, such as loans or credit card balances. This can be a costly error, as high-interest debt can quickly eat into their newfound wealth. Encourage clients to prioritize paying off any outstanding debts to set themselves up for a stronger financial future.

  1. Consider Tax Implications

The sale of a business can have significant tax implications, and it’s important that clients are aware of these when making financial decisions. For example, they may be subject to capital gains taxes or have opportunities for tax deductions. As their advisor, guide them through the tax implications and help them make informed decisions.

  1. Save for Retirement

After selling their business, some owners may feel confident about their financial future and neglect saving for retirement. However, they must continue to save for retirement to maintain their standard of living and ensure financial security in the long run. Encourage clients to consider tax-advantaged retirement accounts and other investment options.

By following these recommendations, clients can avoid common financial mistakes after selling their businesses and make the most of their newfound wealth. As financial professionals, it’s their job to guide them through this transition and help them achieve their financial goals. So be confident, authoritative, and persuasive in educating them on these important actions to take for a successful future.

Michael Ross said: This is important because there are hundreds of business exits in the United States every week, and too many business sellers ignore their finances trying to get the transaction done.”

About Michael Ross

Michael Ross, is 30+ year veteran as a financial advisor. After 30 years with Morgan Stanley, he is now an independent financial advisor who excels in helping business owners exit their businesses and move to the next phase of their lives.

Advisory services are offered through Integrated Advisors Network LLC, a registered investment advisor.

Learn more: www.mylatticewealth.com

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James Johnson, President and owner of All Mark Insurance Services, Interviewed on the Influential Entrepreneurs Podcast Discussing How Taxes Impact Retirement

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James Johnson, President and owner of All Mark Insurance Services, Interviewed on the Influential Entrepreneurs Podcast Discussing How Taxes Impact Retirement

Published on February 26, 2024

James Johnson discusses tax impact in retirement. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement/

Understanding the impact of taxes on retirement income is crucial for effective financial planning. In the podcast episode, James Johnson, the president and owner of All Mark Insurance Services, highlights the significance of being proactive and informed about taxes to mitigate potential financial challenges in retirement.

Johnson emphasizes the historical context of tax rates, pointing out that the highest income tax bracket has fluctuated over the years, with an average top marginal tax bracket of 56.76%. Given the current national debt and unfunded deficit, it is reasonable to anticipate future tax increases. Johnson prompts listeners to consider the likelihood of higher tax rates in the future and the implications for retirement planning.

One key takeaway from the episode is the importance of planning ahead to address potential tax implications on retirement income. Johnson suggests that individuals should not rely solely on generalized advice but should instead develop personalized strategies based on their financial situation. He stresses the need for proactive measures, such as maximizing tax brackets through Roth conversions and contributions to tax-free accounts.

The episode underscores the necessity of understanding the rules of the financial game to navigate retirement planning effectively. Johnson uses analogies like the bucket with holes to illustrate the concept of strategically plugging tax leaks in retirement income. By taking a structured and sequential approach to financial planning, individuals can better position themselves to mitigate tax challenges and secure their financial future.

Listeners are encouraged to seek professional guidance and engage in detailed discussions to tailor financial strategies to their specific circumstances. Johnson offers a strategy session at no cost or obligation, which can be scheduled through his website, emphasizing the importance of clarity and informed decision-making in financial planning.

Utilizing strategies like Roth conversions and exploring tax-free growth options can be highly beneficial in optimizing retirement savings. James Johnson emphasizes the importance of being proactive and informed when it comes to financial decisions, especially in the context of taxes impacting retirement.

James shared: “We help people like you create and grow wealth, Protect and Preserve their life savings, and plan for the distribution of that savings in the most tax-advantageous manner while living and in death.”

About James Johnson

James has been a business owner, a mentor, and an entrepreneur for over 28 years.

As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

Learn More: https://www.yoursafemoneypeople.com/

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