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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 corporate job to real estate due to the desire to spend more time with his family and avoid corporate pitfalls.

In this episode:

• Discover how a shift from CPA life to real estate investing gave Ken G. the time freedom he craved and how it can for you too.
• Uncover the power of value-add strategies in multifamily real estate and how a simple renovation plan turned Ken's first deal into a win.
• Explore why choosing high-growth markets like Florida using tools like U-Haul data can drive strong real estate returns.
• Take in Ken G.’s advice on avoiding shiny object syndrome and staying laser-focused to build long-term wealth through real estate.
• And so much more!

Key Moments:

00:00 Introduction and Welcome

00:59 Meet Ken Gee: From CPA to Real Estate Mogul

02:20 The Aha Moment: Balancing Work and Family

03:33 First Steps in Real Estate: Learning the Hard Way

10:46 Strategic Decisions: Selling and Reinvesting

12:38 Partnerships and Mentorship: Finding Your Gary

14:41 Evolving the Business: From Syndications to Funds

16:13 Why Florida? Strategic Market Choices

18:17 Analyzing Market Trends

18:47 Overcoming Barriers to First Deals

21:59 Mindset and Visualization

24:21 Biggest Business Mistakes

26:38 Advice for Real Estate Beginners

30:26 Final Thoughts and Resources

Find Ken Gee:

Website: https://www.kripartners.com/

LinkedIn: https://www.linkedin.com/in/geekennetha/

Facebook: https://www.facebook.com/people/Ken-Gee-KRI/100086519510719/

YouTube: https://www.youtube.com/@KenGee_KRI

Instagram: https://www.instagram.com/kengee_KRI/

Twitter: https://twitter.com/i/flow/login?redirect_after_login=%2Fkengee_kri

TikTok: https://www.tiktok.com/@ken_gee_kri?lang=en

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://mikecavaggioni.com

About Tawnya: https://www.themoneylifecoach.com/

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*DISCLAIMER* https://averagejoefinances.com/disclaimer

See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes

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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 developing a blog that grew into a major platform for ultra-wealthy investors. Richard discusses the importance of in-person networking, focusing investments in familiar industries, and the value of advice from highly successful individuals

In this episode:

• Discover how in-person meetings drastically improve investor trust and success—16x more likely to say "yes."
• Uncover how Richard Wilson leverages AI to automate investor relations and streamline financial decision-making.
• Grasp why aligning your investments with your personal expertise significantly reduces risk.
• Absorb powerful mental models from billionaires to transform your investment strategies and mindset.
• And so much more!

Key Moments:

00:54 Meet Richard Wilson: Founder of Family Office Club

01:33 The Power of In-Person Networking

03:43 Richard's Entrepreneurial Journey

06:35 Current Business Focus and AI Innovations

07:53 AI Tools for Investors

15:45 Family Office Club and Investor Club Details

17:56 Final Round: Mistakes and Lessons Learned

22:29 Tips for Aspiring Investors and Entrepreneurs

24:42 Recommended Books and Resources

26:18 Closing Remarks and Contact Information

Find Richard Wilson:

Website: https://familyoffices.com/

Facebook: https://www.facebook.com/familyofficeclub

LinkedIn: https://www.linkedin.com/in/singlefamilyoffice/

Instagram: https://www.instagram.com/familyofficeclub/

Youtube: https://www.youtube.com/@familyofficeclub/

X: https://x.com/RichardCWilson

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://mikecavaggioni.com

About Tawnya: https://www.themoneylifecoach.com/

Show Notes add-on continued here: https://averagejoefinances.com/show-notes/

*DISCLAIMER* https://averagejoefinances.com/disclaimer

See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes

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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, highlighting crucial changes made in 2015 to protect homeowners. Kevin explains the advantages of reverse mortgages for retirees, emphasizing the importance of financial education and multiple income streams

In this episode:

• Understand how reverse mortgages can provide tax-free income and eliminate monthly payments for retirees.
• Discover the updated regulations that make reverse mortgages safer and more accessible than ever before.
• Gain clarity on common misconceptions and why reverse mortgages aren’t just a “last resort” option.
• Explore how leveraging home equity strategically can fund retirement, long-term care, or new investments.
• And so much more!

Key Moments:

00:56 Meet Kevin Guttman: Reverse Mortgage Expert

01:20 Kevin's Journey into Real Estate

02:36 The Power of Real Estate in Building Wealth

04:50 Reverse Mortgages: An Overview

07:32 Regulations and Changes in Reverse Mortgages

11:04 Client Success Stories and Impact

14:07 Unlocking Equity and Financial Freedom

17:36 Diversifying Income Streams

19:05 The Reality of Retirement

19:50 Educating the Next Generation

21:33 Options for Aging Parents

22:57 Understanding Reverse Mortgages

24:56 Lessons from Financial Mistakes

29:59 Valuable Resources and Recommendations

31:20 Final Thoughts and Farewell

Find Kevin Guttman:

Website: https://heromortgageloan.com/

Facebook: https://www.facebook.com/LenderYouCanTrust/

Instagram: https://www.instagram.com/kevin.guttman

LinkedIn: https://www.linkedin.com/in/kevinguttman/

Youtube: https://www.youtube.com/@KevinGuttman

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://mikecavaggioni.com

About Tawnya: https://www.themoneylifecoach.com/

Show Notes add-on continued here: https://averagejoefinances.com/show-notes/

*DISCLAIMER* https://averagejoefinances.com/disclaimer

See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes

Support the show