Ever Upward Podcast

In this episode of the Ever Upward Podcast, I reflects on the previous nine episodes, highlighting key discussions on topics such as blockchain, health insurance, and entrepreneurship. The episode transitions into a personal life update, providing a heartfelt insight into the challenges of parenthood and the emotional journey that follows. The conversation emphasizes the importance of community support during difficult times and the personal growth that can arise from hardships. TakeawaysThe podcast serves as a platform for sharing valuable insights from various industries.Blockchain and cryptocurrency discussions are timely and relevant for investors.Health insurance is a complex and evolving topic that requires attention from business owners.Entrepreneurship involves navigating challenges and seeking process efficiencies.Parenting involves preparing children for healthy struggles to foster independence.The accounting industry is slow to change, but there are passionate individuals pushing for progress.Personal experiences can deeply impact professional perspectives and decisions.Grief and loss are significant experiences that shape our understanding of joy and life.Connect with Jarrod HERE. This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, John Hanning from STG discusses the intricacies of cost segregation and its benefits for real estate investors. He explains how his engineering background plays a crucial role in maximizing tax deductions through accelerated depreciation. The discussion also covers the importance of specialized knowledge in navigating the tax code, the diverse asset classes that affect tax implications, and the consultative approach STG takes with clients. John shares insights from his career journey, the challenges of transitioning from a technical expert to a business owner, and the value of having advisors in the entrepreneurial landscape. The conversation concludes with John's future plans for STG and reflections on the growth of their services.TakeawaysCost segregation allows for accelerated depreciation deductions.Understanding the tax code is crucial for maximizing deductions.Specialists can provide deeper insights than general accountants.Different asset classes yield different tax implications.Consultative approaches can uncover additional opportunities for clients.Building relationships is key to business success.Transitioning to business ownership involves new challenges and responsibilities.Advisors play a critical role in navigating business complexities.Progress in business is often messy and nonlinear.Future growth may involve mergers and acquisitions.Connect with John HEREConnect with Jarrod HEREYou can find more on Specialty Tax Group or get in touch for more info HERE This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, I sit down with Scott Donnell, serial entrepreneur, father, author, financial literacy expert and founder of Dinner Table. We discuss the importance of healthy struggles in parenting, the value creation cycle, and how to prepare children for the real world. He emphasizes the need for parents to create a safe environment for their kids to learn and grow through challenges. Scott also shares insights on building a supportive community, navigating information overload, and his entrepreneurial journey focused on helping families succeed. He encourages parents that it's never too late to start implementing these strategies for their children's development.TakeawaysHealthy struggles are essential for children's growth.Entitlement arises when parents solve all their children's problems.Practical skills cannot be learned solely through reading.Legacy is about raising children who surpass their parents.Creating value should be prioritized over financial gain.Community plays a crucial role in parenting success.Parents should be intentional about their children's influences.Simplicity in parenting strategies is key to implementation.Entrepreneurship can be a powerful tool for personal growth.It's never too late to start improving parenting practices.You can connect with Scott HERE. You can learn more about the Dinner Table HERE. You can connect with Jarrod HERE. This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Ever Upward podcast I have a special guest Charles Miller, who is creative director at Platoon creative studio based in Nashville, TN. Charles is a designer and brand strategist. We discusses the importance of branding and how it helps entrepreneurs articulate their value. He explains that branding is about creating a reputation and connecting with the right audience. Charles emphasizes the need for authenticity and aligning the brand with the founder's vision. Miller also shares his experience as an entrepreneur and advises others to get clear on their unique value and find someone to help present it to the world.TakeawaysBranding is about creating a reputation and connecting with the right audience.Authenticity is key in branding and aligning the brand with the founder's vision.Companies like Yeti and Patagonia are examples of successful branding.Entrepreneurs should get clear on their unique value and find someone to help present it to the world.You can connect with Charles by clicking HERE. You can connect with Jarrod by clicking HERE. This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this episode Elam Freeman, founder of OJAS Partners, shares her origin story and the growth of her commercial real estate firm in Nashville. She discusses how she entered the industry and why she chose real estate over other fields. Elam also talks about the challenges she faced in starting her own firm and how she overcame imposter syndrome. She highlights the growth of Nashville and its appeal to brands and businesses, and her role in bringing retail brands to the city.TakeawaysElam Freeman entered the commercial real estate industry after working in the nonprofit and government sectors. She chose real estate because of its entrepreneurial nature and her passion for urban core development.Starting her own firm, OJAS Partners, was a leap of faith for Elam, but she saw it as an opportunity to align her work with her passions and create a more authentic environment.Elam experienced imposter syndrome throughout her entrepreneurial journey, but she saw it as a sign that she was challenging herself and learning new things. She continues to push herself and pave the way for other women in the industry.Nashville has experienced significant growth in the past decade, attracting national brands and businesses. Elam played a role in bringing retail brands to Nashville by building relationships and showcasing the city's potential.The growth of Nashville is not just in population, but also in tourism and foot traffic. The city's vibrant arts and culture scene, along with its appeal to influencers, has made it an attractive destination for brands.You can connect with Elam on LinkedIn and check out OJAS Partners here. You can connect with Jarrod on LinkedIn. This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

Ryan Myers, managing partner of Aprio's Nashville office, discusses the challenges and responsibilities of leadership in the accounting industry. He shares his experience transitioning from a technical role to a strategic and operational role, emphasizing the importance of balancing different responsibilities. Myers also highlights the significance of people management and the growth of his team. He discusses the evolving regulatory environment and the need for accountants to stay updated on changes. Additionally, he addresses staffing trends in the industry, including the shortage of CPAs and the factors contributing to it. The conversation explores various aspects of the accounting industry, including the impact of technology, the changing mindset of younger professionals, and the need for work-life balance. We discuss the fear of devaluing the CPA designation and the importance of finding a balance between financial rewards and other benefits like flexible work arrangements. Also touching on the issue of long hours in the industry and the need to set realistic expectations for clients. The conversation concludes with a discussion on the value of technology in the industry and its potential to attract and retain talent.Connect with Ryan.Connect with Jarrod. This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

Thad Miller, a dental and veterinary business broker, discusses his journey in the industry and the process of buying and selling dental and veterinary practices. He emphasizes the importance of building relationships and creating a team of professionals to provide value to clients. Thad also shares insights on scaling a business and the challenges of staying ahead of the competition. He highlights the significance of effective communication, both internally and with clients, in resolving issues and managing egos. Thad's key advice for entrepreneurs is to bet on themselves and take calculated risks.TakeawaysBuilding relationships and creating a team of professionals is crucial in providing value to clients.Effective communication, both internally and with clients, is essential in resolving issues and managing egos.Staying ahead of the competition requires constant innovation and staying up-to-date with technology.Bet on yourself and take calculated risks as an entrepreneur.Connect with Thad here. Connect with Jarrod here. This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

Lester Morales, CEO of Next Impact, shares his personal why for revolutionizing the healthcare insurance industry. He experienced firsthand the financial burden of high healthcare costs when his parents battled cancer. This motivated him to create a new model that puts the patient first and helps them navigate the healthcare system. By aligning incentives, educating employees, and providing access to healthcare advocates, Morales aims to empower individuals to become better healthcare consumers. He believes that the future of healthcare insurance lies in transparency, cost savings, and quality care.TakeawaysThe traditional healthcare insurance model is designed with misaligned incentives and is not focused on putting the patient first.By aligning incentives, educating employees, and providing access to healthcare advocates, individuals can become better healthcare consumers.The future of healthcare insurance lies in transparency, cost savings, and quality care.Business owners can take steps to lower healthcare costs and provide better healthcare options for their employees.Connect with Lester here. You can also view see the healthcare documentary teaser featuring Lester Morales here. Connect with Jarrod here. This Episode is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Paul Poppert Head of Engineering at Faire shares his background and experiences in building and managing world-class engineering teams. He emphasizes the importance of hiring the right people and outlines a hiring framework called the Mock (Mission, Outcome, Competencies) method. He also discusses the significance of tracking hiring statistics and making data-driven decisions. Paul highlights the importance of a growth mindset, gratitude, and earning opportunities. He shares insights on building a strong culture, leadership, and servant leadership.He also shares his approach to the interview process, which includes take-home tests and onsite coding exercises. Paul highlights the need for feedback loops and the use of the DMAIC framework to define, measure, analyze, improve, and control performance. He also discusses the different motivations that drive employees, such as enjoying the work, making an impact, and personal growth. Paul emphasizes the importance of open feedback, setting clear expectations, and creating a culture of continuous improvement.Connect with Jarrod Connect with Paul This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Jarrod Arnold interviews Joe Edmonds about his background and his work in the blockchain industry. They discuss the concept of blockchain and its potential impact on various industries, including real estate. Joe provides an overview of his firm, Blockchange Ventures, and how they invest in blockchain projects. They also talk about the importance of taking risks early in one's career and the process of evaluating risk. The conversation highlights the significance of concentration, both in terms of risk and focus, in achieving success. In this conversation, Joe Edmonds discusses the importance of investing in blockchain technology and the criteria his firm uses to evaluate potential investments. He emphasizes the need for businesses to have a genuine need for blockchain and the potential risks of investing in industries outside of one's expertise. Joe also shares insights on the value of mentorship and the role it has played in his career. He highlights the importance of finding mentors at different stages of one's career and the responsibility of paying it forward. Additionally, Joe discusses the challenges and benefits of running a lean operation and the need for a solid foundation when moving fast and taking risks. Finally, he expresses his excitement about the future of blockchain technology and its potential to disrupt various industries.TakeawaysBlockchain is a technology stack that enables efficient value transfer and has the potential to revolutionize various industries, including real estate.Taking risks early in one's career, especially in industries with high growth potential, can lead to valuable learning experiences and career opportunities.Concentration, both in terms of risk and focus, is important for success. It involves putting all your eggs in one basket and being solely focused on a specific industry or topic.Evaluating risk involves considering factors such as the difficulty of returning to the alternative option and potential regrets.Having a mentor and being in the right industry at the right time can greatly contribute to career growth and success.The process of evaluating risk should involve availability, affability, and ability, with availability being the most important factor.Concentration in personal life, such as in relationships, can also be a form of risk and focus.The blockchain industry has seen both experienced investors and newcomers, and the latter group often faces challenges due to lack of concentration and experience. Investing in blockchain requires a genuine need for the technology and a deep understanding of the industry.Mentorship is crucial for personal and professional growth, and it is important to find mentors at different stages of one's career.Running a lean operation requires balancing operational logistics and maintaining a solid foundation.Moving fast and taking risks is essential for success, but it is crucial to have a strong foundation to minimize potential negative consequences.Blockchain technology has the potential to disrupt various industries and become an integral part of everyday life.Connect with JarrodConnect with JoeThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this solo episode, Jarrod Arnold provides a general update and recaps the last nine episodes of the Ever Upward Podcast. He shares personal updates about his wedding, honeymoon, and some very big announcements you won't want to miss. Jarrod also discusses the theme of life coming at you fast and reflects on the major events and accomplishments in his life. He then goes on to summarize each of the nine previous episodes, highlighting the main topics and takeaways.TakeawaysInvesting in a support group can have a significant impact on personal growth and success.Finding passion within your career is possible, even if it wasn't your initial choice.Overcoming imposter syndrome and stepping outside of your comfort zone can lead to personal growth.Understanding the insurance market and mitigating risk is crucial for businesses.Providing a great customer experience is essential for business success.Connect with JarrodThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this episode Lindsey Major, Chief Experience Officer for the Mechanical Licensing Collective (MLC), discusses her unique journey into the music industry and the role of the MLC in collecting and distributing royalties to rights holders. She explains that the MLC was created as a result of the Music Modernization Act and is responsible for administering the blanket license for digital audio mechanical royalties. Lindsey emphasizes the importance of customer experience in the music industry and highlights the difference between customer experience and customer service. She also discusses the challenges of balancing the diverse desires of the customer base and the importance of understanding customer mindsets. In this conversation, Lindsey Major discusses the importance of customer experience and how it impacts business success. She emphasizes the need for businesses to understand their customers' needs and motivations in order to create personalized and meaningful experiences. Lindsey also highlights the role of automation in customer service and the importance of balancing automation with human interaction. She shares insights on how small businesses can prioritize customer experience and offers advice on keeping teams motivated and focused on delivering exceptional service. Lastly, she discusses the concept of continuous improvement and the importance of evaluating and evolving customer experience strategies.Connect with Jarrod Connect with LindseyThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

Join Jarrod Arnold and Paul Steele on the Ever Upward Podcast as they dive deep into the challenges and trends shaping the insurance market, particularly in the dynamic landscape of Florida. Unpacking the factors driving the surge in insurance rates, from the severity of claims to the soaring costs of building materials, they provide invaluable insights into navigating these complexities. Delving into the crucial role of reinsurance and the far-reaching impacts of litigation funding on liability claims, they underscore the importance of proactive communication and seeking trusted insurance guidance. Explore the nuances of the property insurance market in Florida, including the hesitancy of carriers to underwrite policies in high-risk states and the profound influence of hurricanes on insurance rates. Through candid discussions and expert analysis, discover actionable strategies for safeguarding your assets and thriving amidst the evolving risks of the insurance industry. Tune in to the Ever Upward Podcast for a comprehensive exploration of the ever-changing insurance landscape and actionable insights for securing your financial future.Connect with JarrodConnect with PaulThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, we're joined by guest, Sean Casey, a tech entrepreneur, to explore his background and journey in the tech industry. We touch on topics such as introversion, building teams, imposter syndrome, and the importance of being adaptable. Sean shares his experiences with imposter syndrome and how he has learned to embrace it and be open about it. He emphasizes the value of diverse teams and the importance of caring about the mission of the organization.Connect with JarrodConnect with PaulThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Jarrod Arnold and Graham Gilreath discuss the importance of finding one's passion and purpose in their career. They explore the journey of discovering one's career path and how it can evolve over time. The conversation also explores how individuals can find passion and joy in their work, emphasizing the importance of self-reflection and understanding personal strengths. It concludes with a discussion on cultivating employees and supporting their career paths, as well as the balance between instant gratification and long-term satisfaction. The episode ends with a mention of a future episode on the CRE lending market.Connect with JarrodConnect with GrahamThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Nate Salas shares his insights on the value of service and community involvement. He emphasizes the importance of authenticity and doing it for the right reasons. Nate encourages individuals to overcome fear and take action, highlighting the need to show up with intent. He also discusses the significance of utilizing one's talents and finding opportunities to make a positive impact. Nate emphasizes the power of collaboration and the importance of overcoming scarcity thinking. Lastly, he offers advice for those looking to get back into community involvement after a break.Connect with JarrodThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Jake Powell discusses the importance of personalization in financial planning and the role of time in investing. He also explores the changing landscape of financial planning and the concept of becoming a personal family CFO. The conversation highlights the power of listening and the importance of budgeting in achieving financial goals. Jake addresses the challenges of navigating the dopamine culture and emphasizes the role of a trusted advisor in providing guidance and coaching through emotions in financial planning. In this conversation, Jake Powell discusses various aspects of personal finance and financial planning. He emphasizes the importance of managing risk and perception, finding balance in financial decisions, and the role of a financial advisor. He also touches on the topic of trust in financial planning and provides insights into understanding Bitcoin and digital currency. Lastly, he highlights the significance of awareness and emotional decision making in financial matters.00:00 Introduction and Setting the Stage00:45 The Importance of Personalization in Financial Planning03:04 The Changing Landscape of Financial Planning04:31 Becoming a Personal Family CFO05:20 The Misconception of Universal Financial Advice06:33 The Power of Listening in Financial Planning09:26 The Importance of Budgeting14:07 Finding the Right Budgeting Approach20:07 Navigating the Dopamine Culture21:41 The Role of a Trusted Advisor26:38 The Importance of Authenticity and Trust29:20 Coaching Through Emotions in Financial Planning30:24 Managing Risk and Perception33:12 Finding Balance39:56 Finding a Financial Advisor46:13 The Role of Trust in Financial Planning47:23 Understanding Bitcoin and Digital Currency51:06 Awareness and Emotional Decision Making52:20 Getting in Touch with Jake PowellConnect with JakeConnect with JarrodThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

Chris Meece shares his journey of resilience and overcoming challenges, from surviving Hurricane Katrina to multiple brain surgeries. He discusses the importance of getting to know people quickly and the impact of culture in the workplace. Chris emphasizes the value of clear communication, setting expectations, and creating a culture of care and accountability. He also highlights the parallel between leadership and parenthood, emphasizing emotional predictability and the importance of pulling rather than pushing. Chris looks forward to continuing his career, building his network, and creating a fulfilling life with his family.03:13 Chris's Journey06:08 Resilience and Overcoming Challenges08:15 The Renaissance Period at Ramsey Solutions35:34 Autonomy and Flexibility in the Workplace39:54 Instilling Principles in Family Life42:55 Building Autonomy and Flexibility within a Team45:11 Getting in Touch with ChrisConnect with ChrisConnect with JarrodThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

RecapJoin us in this engaging conversation with Ben Moore, a seasoned physical therapist and entrepreneur, as we delve into the crucial aspects of entrepreneurship. Discover the importance of recognizing and addressing pain points, while aligning your business with a clear mission and vision. Ben shares invaluable insights on the four pillars of health – sleep, nutrition, stress management, and movement – and how they contribute to entrepreneurial success. Learn the power of authenticity, self-care, and building a supportive community. Explore practical strategies for achieving goals without relying solely on willpower, and uncover essential reading recommendations for personal and professional growth. Tune in for actionable advice to elevate your entrepreneurial journey.Takeaways- Assessing and addressing pain requires listening and understanding the individual's experience and goals.- Aligning business with mission and vision helps create a customized plan of care and a higher impact for patients.- The four pillars of health - sleep, nutrition, stress management, and movement - are essential for overall well-being.- Authenticity, self-care, and finding a community or coach are crucial for personal and professional growth.- Focusing on the mundane and automating habits can lead to long-term success.- Avoid relying solely on willpower and create systems and processes for sustainable change.- Recommended books for personal and professional development include 'Outlive', 'Atomic Habits', and 'I Hear You'.00:00 Introduction and Background03:09 Assessing and Addressing Pain08:16 Aligning Business with Mission and Vision11:34 The Four Pillars of Health20:21 Taking Care of Yourself and Finding Community25:28 The Value of the Mundane30:44 Avoiding Reliance on Willpower37:37 Recommended Books41:05 ConclusionConnect with BenConnect with JarrodThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE. Hosted on Acast. See acast.com/privacy for more information.

RecapIn this conversation, William George shares his background and journey to Excelsior Capital. He discusses the state of the real estate market, focusing on the impact of interest rates and liquidity on buyer and seller dynamics. William explains how Excelsior's investment thesis has evolved over the years, with a shift towards buying properties at a good basis and focusing on organic growth of net operating income. He also provides insights into the deal process and the importance of having a defined investment thesis.TakeawaysThe real estate market has experienced a slowdown in activity due to changes in interest rates.Excelsior Capital's investment thesis has shifted towards buying properties at a good basis and focusing on organic growth of net operating income.The deal process involves screening potential opportunities based on location, building quality, tenant concentration, rent roll, and debt market availability.Having a defined investment thesis is crucial for staying disciplined and making informed investment decisions.00:00 Introduction and Background03:27 State of the Real Estate Market08:48 Evolution of Excelsior's Investment Thesis38:42 Importance of Investment ThesisConnect with WilliamConnect with JarrodThis podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.For more insight on the current state of the commercial real estate market, check out Excelsior Capital's recent blog post HERE. Hosted on Acast. See acast.com/privacy for more information.