
The Retiring Real Estate Investor
Brandon Bruckman, from Insight Investment Advisers, talks to Real Estate investors about deferring taxes, earning passive income, understanding 1031 exchanges, Delaware Statutory Trusts, and more.
Episodes
53 episodes
52: John Christy - Craft & Sage Wealth
SummaryIn this episode of the Retired Real Estate Investor podcast, host Brandon Bruckman, co-host Joshua Wright, and guest John T. Christy, CFP® discuss the unique financial needs of real estate investors. They explore the common...
•
50:12
.png)
51: Ana Klein, CPA - AKK Tax and Accounting
SummaryIn this episode, Brandon Bruckman interviews Ana Klein, a tax strategist specializing in real estate and founder of AKK Tax and Accounting. They discuss the importance of tax strategy for real estate investors, the differences bet...
•
36:47

50: Whitney Sewell - Life Bridge Capital
SummaryIn this conversation, Whitney Sewell shares his journey from military service to becoming a successful real estate investor and entrepreneur. He discusses the challenges he faced in his early career, the impact of his adopt...
•
51:11

49: Mike Finger - Exit Oasis
SummaryIn this episode, Brandon Bruckman interviews Mike Finger, a seasoned entrepreneur and business coach, who shares his extensive experience in buying, selling, and operating small businesses. Mike discusses the common pitfall...
•
46:44

48: Ruben Greth - Yrēfy
SummaryIn this episode, Brandon Bruckman welcomes back Ruben, who shares insights into his evolving career in real estate and capital raising. Ruben discusses his transition from traditional real estate syndication to a debt fund mod...
•
47:45

47: Erik Oliver - Cost Segregation Authority
SummaryIn this episode, Brandon Bruckman interviews Erik Oliver from Cost Segregation Authority to explore the intricacies of cost segregation and its benefits for real estate investors. They discuss how cost segregation allows fo...
•
40:00
.png)
46: Justin Shore - Hall CPA
SummaryIn this episode of the Retired Real Estate Investor podcast, host Brandon Bruckman and co-host Julia Fritzlen welcome Justin Shore from Hall CPA to discuss the complexities of real estate taxation. They explore the importan...
•
1:04:18
.png)
45: Emma Powell - Rise Capital Investments
SummaryEmma Powell, founder and chief investment officer of Rise Capital Investments, shares her journey from being a stay-at-home mom to becoming a real estate investor and entrepreneur. She discusses the challenges of finding f...
•
52:31
.png)
44: Darcy Marler - Real Estate Development Expert
SummaryIn this episode, host Brandon Bruckman interviews Darcy Marler about his experience in real estate development. Darcy shares his background in IT and how he transitioned into real estate. He discusses his early experiences ...
•
47:59
.png)
43: Carmine DiFulvio - Security First Exchange
SummaryIn this episode, host Brandon Bruckman and co-host Julia Fritzlen are joined by Carmine DiFulvio from Security First Exchange to discuss 1031 exchanges in real estate investing. Carmine shares his expertise as a qualified i...
•
55:07
.png)
42: Tilden Moschetti, Esq. - Syndication Legal Expert
SummaryIn this episode, welcome Tilden Moschetti, Esq., a legal expert in real estate syndication and fund management. Tilden shares his journey into the industry and provides insights into the structure and regulations of syndica...
•
40:22
.png)
41: Stewart Heath - Harvard Grace Capital
SummaryStuart Heath, CEO of Harvard Grace Capital, shares his journey as a real estate investor and discusses the transition from residential to commercial properties. He emphasizes the importance of cash flow and the role it play...
•
42:37

40: Brandon Burns - Vanguard 1031 Exchange
SummaryBrandon Burns, a qualified intermediary in the 1031 exchange space, shares his unique background and expertise in helping real estate investors navigate the exchange process. He emphasizes the importance of understanding t...
•
59:12
.png)
39: Tom Dunkel - Belrose Storage Group
SummaryTom Dunkel, Chief Investment Officer at Belrose Storage Group, shares his journey from being a miserable landlord to building a successful self-storage business. He discusses his background in corporate America and how he tran...
•
41:57
.png)
38: Shawn Terrel - President Auction Services - United Country Real Estate
SummaryIn this episode, Shawn Terrell, President of United Country Auction Services, discusses the role of auctions in the real estate industry, particularly in the context of farmland and rural land. He explains the history of au...
•
45:11
.png)
37: Walter Johnson - Sonos Capital
Walter Johnson, Founder & CEO of Sonos Capital, discusses his focus on mobile home parks and the opportunities they present. He explains that mobile home parks offer affordable housing and have a lower default rate compared to other commerc...
•
31:10

36: Victoria Maidhof - Victory Properties and Asset Management
Victoria Maidhof, owner and CEO of Victory Properties and Asset Management, shares her background in real estate and property management. She discusses the different approaches to property management and the importance of finding a middle groun...
•
45:40

35: Jeff Bemis - 1031 Specialists
Welcome to the Retiring Real Estate Investor podcast! In this episode, Brandon interviews Jeff Bemis, a 1031 exchange specialist. Jeff shares insights into the challenges and opportunities within the 1031 exchange space, focusing on innovation ...
•
43:18

34: Fred Moskowitz - Taking NOTE of New Opportunities
In this episode, Brandon is joined by Fred Moskowitz, an alternative investment expert, to explore the world of note investing—a strategy focused on buying assets for cash flow. They discuss active and passive approaches to note investing, wher...
•
47:09

33: Ian Lang - Locke Capital
In this episode of the Retiring Real Estate Investor podcast, host Brandon Bruckman and Ian Lang from Locke Funds discuss oil and gas investments, focusing on mineral rights. They explore distinctions between mineral rights and working interest...
•
53:08

32: Bill Wester - Victory Title
The Retiring Real Estate Investor Podcast, hosted by Brandon Bruckman, features Bill Wester from Victory Title in an insightful episode covering various aspects of title services, with a focus on investor-friendly practices. Bill, with almost 2...
•
45:50

31: The Client Perspective - DST Megacast Episode 5
Welcome to the Retiring and Real Estate Investor podcast with your hosts Brandon Bruckman and Josh Wright! In this episode, they discuss the complexities of the 1031 exchange process and the importance of a holistic financial planning approach ...
•
30:51

30: Bernard Reisz - ReSure Financial
Brandon Bruckman welcomes Bernard Reisz, Chief Education Officer at ReSure, highlighting his unique approach to real estate, tax, and financial education.Tax Strategies:The conversation covers key tax strategies, including 10...
•
1:11:08
