Libsyn Directory

The Power of Networking in Real Estate Investing with Matt Theriault

Release Date: 01/16/2025

Building a Business That Works for You with Sarah Noel Block

Traversing Entrepreneurship

Derek sits down with Sarah Noel Block, the brains behind Tiny Marketing and the Tiny Marketing Club—a go-to resource for indie consultants who want smart, simple marketing that actually drives business (without the overwhelm). They unpack Sarah’s journey from the corporate world to building a business on her own terms. You’ll hear how she turned a layoff during the recession into a springboard for entrepreneurship, how she ditched the agency grind for a membership model, and why she believes less but better is the future of marketing. This one’s packed with real strategies—like...

Navigating the Entrepreneurial Journey with Corey Morris

Traversing Entrepreneurship

In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Corey Morris, founder of Voltage Digital Agency. They discuss Corey's journey from employee to business owner, the intricacies of digital marketing, particularly SEO, and the challenges and strategies involved in business acquisitions. Corey shares insights on leadership, the importance of transparency in negotiations, and how he has personalized his agency's approach to better serve clients. In this conversation, Corey Morris discusses the evolution of his marketing agency, Voltage, emphasizing the...

Navigating the Emotional Rollercoaster of Entrepreneurship with Brian Smith

Traversing Entrepreneurship

In this episode of the Traversing Entrepreneurship podcast, host Derek Dall'Olmo sits down with Brian Smith, an entrepreneur who’s seen it all—from humble beginnings washing boats and launching a college photography business to navigating the highs and lows of real estate. Brian’s story is one of grit, growth, and ultimately, reinvention. Burnout pushed Brian to make a life-altering decision: selling his businesses and stepping back to reassess his purpose. That pivotal moment led him to coaching and founding the Founders Organization, where he now helps fellow entrepreneurs thrive....

Navigating the Private Credit Landscape: Mike Shum's Journey

Traversing Entrepreneurship

In this episode of Traversing Entrepreneurship, Derek Dall'Olmo sits down with Mike Shum, CEO of Cascade Debt, to unpack his journey from derivatives trader to fintech founder. Mike opens up about the risks, missteps, and breakthroughs that shaped Cascade’s rise in the private credit space. They dive into how alternative credit scoring is reshaping lending, what most people get wrong about asset-based finance, and why economic shifts are forcing innovation in fintech. If you're building in the world of money—or thinking about it—this conversation is packed with firsthand insight. ...

From Forest Service to Global Visa with Rob Lee

Traversing Entrepreneurship

This week on Traversing Entrepreneurship, Derek sits down with Rob Lee, co-founder and CEO of Swiss Passport and Visa Services, a company that expedites passports and obtains visas. Rob and his wife, Lori, started the business 17 years ago after living in Central America and encountering a need for such a service. Initially relying on paid ads, they shifted focus to business partnerships, particularly with Fortune 500 companies in the aviation, legal, and manufacturing sectors. They are now developing a software application to streamline travel document management. Rob emphasizes the...

Building an Uncopyable Brand: Marketing Strategies with Steve Miller

Traversing Entrepreneurship

In this episode of Traversing Entrepreneurship, Derek Dall’Olmo sits down with Steve Miller, best-selling author and marketing consultant, to discuss the power of differentiation in business. Steve shares his journey from aspiring PGA Tour player to renowned marketing expert and explains why creating an uncopyable brand is essential for long-term success. He highlights the importance of personal branding, the credibility boost of writing a book, and why businesses should focus on understanding their target market—what he calls the "moose." Steve also explores innovation through...

Zero to One: The Art of Product Development with Nick McEvily

Traversing Entrepreneurship

In this episode of Traversing Entrepreneurship, Derek Dall’Olmo interviews Nick McEvily, head of product at XGen Ai. They dive into Nick’s journey from design to product leadership, his experiences with startup successes and failures, and the importance of testing assumptions in product development. Nick discusses how AI is transforming the retail landscape, the significance of user experience in software design, and why fractional product leadership can be a game-changer for early-stage companies. This episode offers valuable insights on decision-making, problem-solving, and the mindset...

The Future of Entrepreneurship in a Tech-Driven World with Adam Fineberg

Traversing Entrepreneurship

In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Matt Theriault, the CEO and founder of Epic Real Estate. Matt shares his journey from the music industry to real estate, highlighting the challenges he faced and the valuable lessons he learned. He discusses creative financing strategies, the importance of finding profitable deals, and how to build wealth through real estate investment. Matt also explains the transition to turnkey real estate investments and how these can simplify the process for investors. Throughout the episode, Matt and Derek cover key...

The Power of Networking in Real Estate Investing with Matt Theriault

Traversing Entrepreneurship

Staying Ahead of the Curve: The Future of Marketing for Advisors featuring Jake Wagner

Traversing Entrepreneurship

In this episode of Traversing Entrepreneurship, we are extremely excited to be joined by Jake Wagner, CDMP as he shares proven strategies and insights to help financial professionals attract their ideal clients, deliver exceptional service, and grow a sustainable business. Whether you're a seasoned advisor or just starting out, you'll find actionable tips and real-world examples to take your practice to the next level. Tune in and start optimizing your marketing, operations, and client experience today. This week on Traversing Entrepreneurship: 0:01:55 Jake discusses what...

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Throughout the episode, Matt and Derek cover key aspects of entrepreneurship and real estate, including the significance of legacy, the shift from employee to business owner, and how to set expectations with investors. They also touch on the strategies for making real estate a reliable source of passive income and preserving wealth in the long term. Matt offers practical advice for new investors, emphasizing the importance of understanding market trends and learning from mistakes.

Key Takeaways:

Real estate is a proven path for creating wealth.
Creative financing can open doors to property acquisition without initial capital.
Networking and building a strong reputation are key to attracting opportunities.
Turnkey investments are a powerful way to simplify real estate investing.
Wealth preservation strategies are essential for long-term financial success.
The BRRRR strategy is an effective tool for growing wealth.
Passive income through real estate requires thoughtful management and planning.
Setting clear expectations with investors ensures smooth transactions.
Real estate is fundamentally a people-driven business that thrives on relationships.

This episode provides valuable insights into how real estate investment can lead to financial freedom and long-term wealth creation. Matt’s experience and strategies are a great resource for anyone looking to succeed in the real estate market.

Chapters:

00:00 - Introduction to Entrepreneurship and Real Estate
01:07 - Matt Theriault's Journey from Music to Real Estate
08:06 - The Turning Point: Discovering Real Estate as Wealth Creation
10:48 - Creative Financing: Acquiring Properties Without Capital
12:04 - The First Deal: Learning by Doing
20:34 - The Second Deal: Building Reputation and Partnerships
27:55 - Transitioning to Turnkey Real Estate Investments
30:03 - Wealth Preservation Strategies in Real Estate
31:41 - The Importance of Legacy in Real Estate Investment
34:06 - Breaking the Cycle: From Employee to Entrepreneur
38:36 - Learning from Mistakes: The Value of Experience
39:32 - Regrets and Lessons: The Bigger Deals
44:43 - Setting Expectations with Investors
47:37 - Making Real Estate Passive Income
52:39 - Advice for Novice Real Estate Investors

Connect with Matt:

Email: [email protected]

Website: EpicRealEstate.com

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall’Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation.

TreMonte Facebook Page | Follow Derek on LinkedIn | Follow Melissa on LinkedIn

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Key Takeaways:

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