Shows
Good Mood RevolutionWhen Peace Disappears… And How To Get It Back with Phil MoellerAnxiety doesn't always come from having too much on your plate or doing too much. Often it comes from doing the wrong things.Join Matt O'Neill and entrepreneur Phil Moeller as they dive deep into the revolutionary Purpose Matrix—a life-changing framework that will bring clarity, calm, and fulfillment to your chaotic world. Phil discovered that his crippling anxiety wasn't from being busy, but from being busy with things that didn't align with who he really was.This isn't another productivity hack. This is about getting crystal clear on yo...
2025-08-0436 min
The Purpose MatrixThe Day You Find Out Why, and Where to Go From ThereStruggling to Discover Your Purpose?In this episode of The Purpose Matrix, Phil Moeller looks beyond typical goal-and-outcome frameworks, and explores how putting purpose first can generate a whole new way of seeing and achieving objectives. Phil explains how discovering and iterating your purpose is the ultimate skeleton key to unlock true success in every aspect of business and life. He emphasizes the power of articulating your purpose by writing it down and introduces three compelling frameworks to help guide the process: Jim Collins' vision alignment, Matthew Kelly’s personal mission clarity, and the Japanese phil...
2025-06-1027 minThe Purpose MatrixThe Compound Effect of a Growth Mindset with Mo ChoumilWhat drives a visionary leader to never retire? Mo Choumil, founder of Alltech National Title, shares his journey from the bustling streets of Morocco to the entrepreneurial landscape of the United States. Mo's story is one of resilience and ambition, where education and personal growth are the cornerstones of success. He reveals his unique "third, third, third" approach to teaching financial responsibility to his son, emphasizing the importance of balance in spending, saving, and giving.Mo's leadership philosophy is rooted in continuous self-improvement and empowering others. He discusses the pivotal role of understanding one's strengths a...
2025-06-0338 minThe Purpose MatrixMastering the Art of Intentional Living with Kris BensonWhat if the key to a fulfilling life lies in reverse engineering your dreams? This week, on The Purpose Matrix, Phil and his guest Kris Benson explore this concept, sharing how intentionality in career and life choices can lead to the most fulfilling life. Kris, a partner at Blueline Ventures, reveals his journey from corporate sales to private equity, emphasizing the importance of surrounding yourself with inspiring individuals and crafting a life of purpose.Kris delves into the essence of freedom—doing meaningful work with meaningful people—and how this perspective evolved as he turned 40. He sh...
2025-05-2747 minThe Purpose MatrixTurning Purpose & Vision into Action – in Business and Life"People don't fail for lack of vision..they fail from lack of execution." Phil Moeller, host of The Purpose Matrix, unravels a six-step framework designed to bridge the gap between vision and action. This episode is a treasure trove of strategies for aligning your life's purpose with tangible outcomes. Phil draws from his corporate journey and personal experiences to offer a roadmap for transforming ideas into reality.Explore how to craft a compelling vision and purpose that resonate deeply with your personal and professional life. Phil shares insights on engaging team members and securing their b...
2025-05-2027 minThe Purpose MatrixHow Dreaming Fuels Personal and Business Growth with Dane EspegardImagine transforming your life by dreaming big, impacting both personal and professional spheres. In this episode, Phil and his guest, Dane Espegard, reveal how dreams can drive growth in all areas. Learn how direct sales experience can be pivotal, equipping young individuals with vital skills and resilience. Dane highlights the significance of networking and personal development, encouraging listeners to connect with mentors, peers, and those they can guide.Uncover the idea of work-life integration, where energy seamlessly transitions between personal and professional domains. Dane's take on authentic leadership underscores the value of being genuine with y...
2025-05-1340 minThe Purpose MatrixBeyond the Bottom Line: The Power of a Strong Company Culture"Culture eats strategy for lunch." This powerful statement sets the stage for a transformative journey into the heart of leadership and personal identity. Phil Moeller, host of "The Purpose Matrix," unravels the essential role of core values in shaping both organizational culture and family life. Are you ready to redefine what your business stands for and how it impacts everyone it touches?Phil shares practical insights on crafting and implementing core values that resonate deeply with your team and loved ones. Discover how to move beyond titles and achievements to uncover your true identity. Learn from the...
2025-05-0626 minThe Purpose MatrixTimeless Wisdom: The Keys to Achievement, Fulfillment, and Connection with Mike DuffyCould achieving everything you've ever wanted still leave you feeling empty? Mike Duffy, founder of Venn Wisdom, shares his transformative journey from corporate success to personal fulfillment. Discover how ancient wisdom and cutting-edge AI can guide you toward a life of achievement, connection, and true happiness. Mike's insights reveal the power of balancing ambition with meaningful relationships and selfless service. Learn how to harness AI as a personal advisor, offering a fresh perspective on your path to growth. Join Phil and Mike for this week’s episode, and come away with a treasure trove...
2025-04-2946 minThe Purpose Matrix10 Lessons on True Freedom from History's Greats with Phil MoellerWhat if the key to true freedom lies in understanding what we can control and letting go of what we can't? In this episode, Phil explores this profound concept by drawing lessons from iconic figures like Nelson Mandela, John Wooden, and Viktor Frankl. Discover how taking ownership of your attitude and responses can transform your life, even in the face of adversity.You’ll come away with a clear roadmap for living with purpose through these 10 powerful lessons on personal responsibility. Tune in to learn to embrace your challenges and discover your greater purpose!0...
2025-04-2220 min
Title Agents PodcastFrom Engineering to Real Estate: Phil Moeller's Journey of Building a Purpose-Driven BusinessReal estate investor and podcast host Phil Moeller joins the show to share how one rental property and a clear purpose changed everything. From leaving a corporate job to launching a mission-driven business, he breaks down the mindset, habits, and simple actions that lead to lasting success. If you're ready to bet on yourself, this episode is a must. What you'll learn from this episode Purpose Matrix: How does it drive long-term fulfillment and business clarity A simple way to reframe risk that will help you take the leap into investing Why mindset, habits...
2025-04-1539 minThe Purpose MatrixFinding Freedom Through Life and Career Alignment (Mitchell England)What if the key to true freedom isn't retirement, but the ability to choose when and how you work? Join host Phil Moeller as he welcomes Mitchell England, co-founder of Cadia Capital Group, who shares his inspiring journey to making a huge life change with his wife and kids and totally redefining what “freedom” meant to him.He recounts his bold decision to leave a stable job and pursue entrepreneurship, highlighting the importance of taking action rather than putting off change. If you’re seeking to balance professional success with personal fulfillment, tune in to th...
2025-04-1535 min
Multifamily Investor Nation30-Unit The Henley In Troy, OH With Phil Moeller, Apartment SyndicatorWhitney Elkins-Hutten of PassiveInvesting.com interviews apartment syndicator Phil Moeller about his acquisition of the 30-unit The Henley in Troy, Ohio. He emphasizes the importance of speed, clear communication, and a strong relationship with a local bank to successfully close a real estate deal. Phil also talks about dealing with public private debt, handling an in-house property management team, and the challenges of dealing with less experienced house sellers.
2025-04-1425 minThe Purpose MatrixUnlocking Purpose and Finding P.E.A.C.E. Through The Purpose MatrixThe Purpose Matrix has been a personal journey for me. A life-changing one. And since it transformed my life, I believe it can do the same for others.That’s why this show exists.In this first episode, I break down the foundation of The Purpose Matrix—a framework born from my experiences in entrepreneurship, corporate life, and personal growth. It’s the system that helped me go from feeling stuck and unfulfilled to living with clarity, confidence, and alignment.I share how this framework combines five key success factors to help you design...
2025-04-0824 minThe Purpose MatrixThe Purpose Matrix - TrailerWelcome to The Purpose Matrix, where we bring business and personal life faith, business, and personal growth come together to help you live with clarity, confidence, and peace. Hosted by Phil Moeller, a business leader, real estate investor, husband, and father, this podcast is designed to equip and inspire you to pursue your God-given purpose in every area of life.Formerly the Moeller Real Estate and Business Podcast, this show has evolved into something bigger—reflecting a mission to help you align faith, family, finances, fitness, and business so they work together, not against each other....
2025-04-0401 minThe Purpose Matrix#67 Big Announcement! Introducing: The Purpose MatrixI'm thrilled to share some exciting news! The Moeller Real Estate and Business Podcast is now THE PURPOSE MATRIX, thanks to your amazing feedback.Our mission? To inspire and educate you to live your God-given purpose.While we'll still dive into real estate, we're expanding to cover business, leadership, finances, faith, family, and fitness. It's all about framing your purpose, mindset, and building a supportive network.We'll chat about failures, successes, courage, and leadership across all life areas, ensuring they work together harmoniously. Your loyalty and input have shaped this journey, and we...
2025-04-0302 min
The Purpose Matrix#66 The Profit First Model to Make More and Work Less with Rocky LalvaniSend us a textThe Moeller Real Estate & Business Podcast discusses with Rocky Lalvani, the strategies, mindsets, and financial principles that transform entrepreneurs and business owners from merely surviving to truly thriving. This episode bridges the gap between technical skills and business mastery.In this episode you will learn about understanding true profitability and cash flow to developing powerful leadership strategies. Whether you're a real estate investor, small business owner, or aspiring entrepreneur, you'll gain actionable insights to work smarter, increase profits, and create the financial freedom you've always wanted.In this episode...
2025-04-0149 min
The Purpose Matrix#65 Servant Leadership & the 4 Essentials of Great Leaders with Dr. Andy NeillieSend us a textIntroducing Dr. Andy Neillie, leadership expert and founder of the Neillie Leadership Group, for a great conversation about what truly makes a great leader. Dr. Andy shares his unique journey from experiencing bad bosses to becoming a leadership coach and successful entrepreneur, owning five Aqua Tots swim schools while helping businesses develop high-performing teams. In this episode, you'll discover: The four critical leadership necessities that transform managers into exceptional leadersHow to have difficult conversations that build trust and team performanceStrategies for developing employees and creating a growth-minded workplaceThe importance of servant leadership a...
2025-03-2541 min
Wealth Well DoneE90: Fear Regret, Not Failure with Phil MoellerCould aligning your life with your faith transform your financial journey? Phil Moeller, a former Fortune 150 executive turned real estate investor, shares his inspiring story of leaving corporate America to pursue a purpose-driven life.
Discover how faith, courage, and vulnerability can guide you in making impactful decisions, whether in personal development or real estate investing. We also explore the concept of stewardship beyond just money, encompassing time, talent, and treasure.
0:00 Introduction
5:48 Courage to leave corporate America
11:29 Living life to the fullest
17:32 The power of vulnerability in groups
23:15 Re...
2025-03-2544 min
The Zero to 100 Real Estate PodcastBuying $800K Apartments for Pennies? How Phil Moeller Scored a 48-Unit for $17K/Door!Phil Moeller didn’t hate his corporate job. He just knew it would never give him the life he wanted.So he took the slow, smart path to financial freedom—one rental at a time—and now he’s acquired and managed a 600+ unit portfolio.Now, he’s sharing the mindset, strategies, and deal-making playbook that helped him escape the 9-to-5 for good.In this episode, you’ll learn how Phil:Stopped overthinking and took action on his first dealScaled from a single rental to large multifamily dealsMaintains perfect alignment between business, health, fami...
2025-03-1953 min
The Purpose Matrix#64 Life as a Masterpiece: Entrepreneurship and Fulfillment with Cathy ChristenSend us a textIn this episode, we sit down with Cathy Christen, a powerhouse entrepreneur, business leader, and advocate for women’s success. With two decades of experience building businesses and leading teams, Cathy shares her journey of balancing ambition with fulfillment. As a wife, mother of three, and multi-business owner, she understands the challenges of juggling work, family, and self-care—and she’s passionate about helping conscious women implement systems to reclaim their time and thrive.In this powerful episode of the Moeller Real Estate & Business Podcast, Phil sits down with entrepreneur, author, and bu...
2025-03-1841 min
The Purpose Matrix#63 From Mission to Millions – and Beyond with Brian TibbsSend us a textWhat if you could build lasting wealth while staying true to your purpose? Brian Tibbs did just that.At 26, Brian was thriving in business—investing in real estate, running companies, and climbing the corporate ladder. But then, he made a bold move: selling most of his assets, leaving his career, and moving to Guatemala to serve as a missionary. Introducing Brian Tibbs on the Moeller Real Estate & Business Podcast today. Brian is on a mission to help people build lasting wealth using his skills and experience. He’s eager to he...
2025-03-1144 min
Financial Freedom with Real Estate InvestingMB462: Overcoming Limiting Beliefs - With Phil MoellerWelcome to another insightful episode of Financial Freedom with Real Estate Investing. If you're struggling to scale your real estate portfolio, this episode is packed with essential insights to guide you on your journey. Whether you've started with single-family homes or are contemplating jumping straight into multifamily investing, our guest Phil Moeller shares his transformative journey from corporate manager to thriving multifamily investor.Phil Moeller, a seasoned real estate investor since 2011, has acquired and managed over 430 units across 40 transactions. In this episode, Phil joins our host, Michael Blank, to compare the strategic advantages of multifamily versus single-family...
2025-03-1040 min
The Purpose Matrix#62 From Betting on Yourself to Leading with Purpose with James RobbinsSend us a textIn this episode on the Moeller Real Estate & Business Podcast, James Robbins shares his journey from the ranch to the global stage, offering powerful insights on leadership, change, and personal growth. His bestselling book, Nine Minutes on Monday, was named Business Book of the Year, and his latest release, The Call to Climb, hits bookstores on August 5, 2025.James grew up on a cattle ranch in the Rocky Mountains, James started as a shy, introverted farm kid. Today, he speaks to audiences worldwide, helping leaders and businesses unlock their full potential. With...
2025-03-0438 min
The Purpose Matrix#61 Impact Investing, Investment Thesis and Portfolio Strategy with Paul MooreSend us a textPaul Moore’s journey to success is anything but ordinary. From his early days at Ford Motor Company to becoming a two-time finalist for Michigan Entrepreneur of the Year, Paul has built and sold businesses, mastered real estate investing, and shared his insights on platforms like Fox Business, BiggerPockets, and The Real Estate Guys Radio. As a three-time author and co-host of How to Lose Money, Paul captivates audiences with his knowledge of wealth-building strategies. Now, as the Founder of Wellings Capital, he’s not just focused on strong returns—he’s also using bu...
2025-02-2544 min
The Purpose Matrix#60 The Mindset to go from a Small Town to the Big Leagues with Jared HoyingSend us a textOn today’s episode, we’re joined by Jared Hoying Former MLB Player, and we talk about his incredible journey, whose career took him from the MLB to South Korea and back. Drafted by the Texas Rangers in 2010, he worked his way up to the majors, playing for the Rangers in 2016 and 2017. He then spent three seasons with the Hanwha Eagles in South Korea before returning to the U.S. with the Toronto Blue Jays in 2021. After a brief stint in the big leagues, he headed back to Korea, joining the KT Wiz mid...
2025-02-1841 min
The Purpose Matrix#59 Dare Great Things with Father Nathan CromlySend us a textFor far too long success in business has been portrayed as being insignificant to our lives as Christians. The consequence of this has led to a secular world bereft of the values that come from God, and the Christian Church impoverished from the skill sets of her most powerful leaders. What would a world look like if it was led by people of faith? And what would our church look like if her valiant ideals could be embodied by powerful leaders? What would our lives look like, our families look like, if they...
2025-02-1151 min
The Purpose Matrix#58 How to Lead with Joy in Business and Life with Dr Danny BrassellSend us a textIn this episode, we’re joined by Dr. Danny Brassell, a seasoned educator, speaker, and author with over 25 years of experience. Dr. Danny has dedicated his career to helping professionals master the art of communication and use storytelling to engage audiences, attract clients, and achieve business success.Whether you're speaking to a small group or a large audience, your ability to tell your story effectively can make all the difference. Dr. Danny works with entrepreneurs, business owners, and even those who are terrified of public speaking, transforming them into confident communicators wh...
2025-02-0433 min
The Purpose Matrix#57 Financial Freedom through Real Estate with Michael BlankSend us a textOn the Moeller Real Estate & Business Podcast, we’re thrilled to welcome Michael Blank, CEO of Nighthawk Equity and bestselling author of Financial Freedom with Real Estate Investing. Michael is a renowned real estate investor and educator, featured in USA Today, Entrepreneur, BiggerPockets, and more. He’s interviewed industry legends like Grant Cardone, Robert Kiyosaki, Ken McElroy, and Hal Elrod, uncovering their strategies for building financial independence through real estate.Michael’s journey is one of resilience and determination. After leaving a successful career in software development, he chased passive income throug...
2025-01-2843 min
The Purpose Matrix#56 Elevating Your Health and Mindset with Lisa Marino PT, DPTSend us a textToday, we’re thrilled to have Lisa Marino, PT, DPT, owner of Victress Health and Wellness, joining us. Lisa is transforming the way families and small businesses approach healthcare by integrating direct primary care, functional medicine, and physical therapy.Her mission is to revolutionize healthcare by championing free-market solutions and cutting-edge practices that benefit businesses, healthcare providers, patients, and communities across the country.At Victress Health and Wellness, it’s all about helping you achieve your health goals—mind, body, and soul. Lisa and her team are passionate about empowe...
2025-01-2151 min
The Purpose Matrix#55 Moeller Real Estate & Business Podcast Year 1 Highlights (cont)Send us a textWe were fortunate to have so many incredible guests this past year that we needed two highlight episodes! In this final episode, we reflect on an amazing year of interviews and share standout moments from some of our remarkable guests.Featured Guests in this EpisodeJeremy Locke, co-founder and COO of Aerial Recovery, on empowering veterans and making a global impact through humanitarian missions.Brian Kight, Founder of Daily Discipline, focuses on developing mental toughness, self-leadership, and consistent, intentional habits that drive personal and professional success. Matt O'Neil, founder of t...
2025-01-1433 min
The Purpose Matrix#54 Moeller Real Estate & Business Podcast Year 1 HighlightsSend us a textIn this special episode celebrating the podcast's one-year anniversary, we reflect on a year of inspiring conversations with remarkable guests. We've curated highlights from some of the most impactful episodes to revisit their valuable lessons.Bryan McFarland: Shared how being consistent and focusing your energy daily helps you live an everyday legacy.Luke Henry: Realized as the CEO, he was the problem in his business, and how he turned his business around and became an impactful leader.Ryan Kennedy: Provided insights on how health is the foundation to having a competitive edge...
2025-01-0735 min
The Purpose Matrix#53 Leading Your Business and Family with Mike McCarthySend us a textMike McCarthy is an entrepreneur, speaker, the author of Miracle Morning for Parents and Family, and the founder of Fambundance, a family mastermind community that creates multi-generational personal development opportunities for like-hearted and like-minded families. He is also the Regional Owner of the Keller Williams Greater PA Region, with 50 offices, 8.5K agents and closed over 52K units last year for $2.8 billion; Co-founder and former CEO of Gobundance; and with Jon Berghoff, a lead LEAF Certified Appreciative Inquiry Facilitator, which designs and delivers high level group collaborations in high stake scenarios.In...
2024-12-3145 min
The Purpose Matrix#52 3X Super Bowl Champ Matt Light: Embracing Struggle, Building Your Network, and Leading with PurposeSend us a textIn 2001, former NFL player and 3x Superbowl Champion, Matt Light, and his wife Susie, established The Light Foundation to help young people develop the skills, values, and mindset they need to create a meaningful and productive future.Their mission is to take young people out of their everyday environments and provide them with unique opportunities that ignite their passion, purpose, and motivation to succeed. Their core values:Accountability: We hold ourselves to the highest standards of leadership. Our mission is at the forefront of everything we do....
2024-12-2450 min
The Purpose Matrix#51 From Special Forces to Saving Lives and Stopping Evil with Jeremy LockeSend us a textJeremy M. Locke’s journey spans two decades of military service, starting in the U.S. Army Infantry and culminating as a Special Forces Communications Sergeant and Team Sergeant with the 5th Special Forces Group at Fort Campbell, KY. During five combat deployments, he honed his skills in austere environments, amassing nearly five years of overseas service.In 2019, Jeremy’s career took a pivotal turn when he responded to Hurricane Dorian alongside his now-wife, Britnie Turner. The experience reignited his sense of purpose and revealed the unique impact that military skills coul...
2024-12-1751 min
The Purpose Matrix#50 Aligning Your Business and Faith with Brad StegallSend us a textBrad Stegall is a Christian. Husband. Father. Son. Brother. Real Estate Investor. Mountain Biker. Adventure Seeker.Brad Stegall invests in real estate to create passive income. He was able to W-2 retire in 2021 and continue to grow his portfolio. Brad has single family homes, duplexes, and apartment buildings.In this episode Phil and Brad discussed their journeys into real estate, emphasizing the importance of transitioning from self-employment to business ownership and the potential for significant returns on investments. They also shared their experiences with partnerships, mindset shifts, and leadership...
2024-12-1040 min
The Purpose Matrix#49 Unlocking True Entrepreneurial Freedom with ‘Shine’ Author, Rob DubeSend us a textRob’s entrepreneurial journey began in high school selling Blow Pops from his locker. In 1991, he co-founded imageOne, where he led the company's purpose: to consistently deliver genuine care, creating extraordinary energy, actions, and experiences for everyone, every day, every time.Under Rob's guidance, imageOne has received numerous accolades, including being named one of the 25 Top Small Businesses in America on the list of Forbes Small Giants, an Inc. Magazine Best Place to Work, and the number one Top Workplace in Michigan.Rob’s most recent book, Shine, co-authored with...
2024-12-0352 min
The Purpose Matrix#48 Find Your Limits to Find True Growth with Eric SardinaSend us a textEric Sardina has over 30 years of distinguished experience in strategic selling, business development, and relationship building, he has forged a career marked by success with leading professional services firms such as EY and Deloitte, as well as pivotal roles in high-growth, venture-backed healthcare companies where he ascended to the C-Suite in sales and business development. Today, as an international business coach and speaker, Eric is passionate about empowering high-performing professionals to achieve new heights in business development, communication, presentation skills, team dynamics, leadership, and emotional intelligence. His commitment extends to coaching ex...
2024-11-2652 min
The Purpose Matrix#47 Transforming Businesses and People with Jay BourganaSend us a textIntroducing Jay Bourgana, a renowned business visionary with a proven track record of transforming good businesses into thriving success stories. With over 25 years of experience in the United States, China, and Europe, Jay excels in finance, marketing, and building efficient operating teams. Jay is the founder of Foresight Partners, a private equity company committed to turning good businesses into exceptional ones. At Foresight Partners, they provide the resources that businesses need to grow and succeed, including capital, technology, and expertise. What sets them apart is their focus on long-term value creation, se...
2024-11-1952 min
The Purpose Matrix#46 Building Your Mindset to Support Your Why with Eric NelsonSend us a textEric Nelson, a native of southwest Colorado, earned his Civil Engineering degree from Colorado State University. As the principal of Wild Oak Capital, he and the team are always looking to acquire multifamily properties and currently manage over 1,000 units. His experience as the owner of an engineering firm in Colorado has honed his skills in management, underwriting, and investor relations. Eric Nelson, a real estate investor with 1,000 units and a former host of the Real Estate Mindset Podcast, discussed his journey to Spain with his family, driven by a desire for fa...
2024-11-1246 min
The Purpose Matrix#45 Aligning Your Personal Brand with Your Purpose with Erik CabralSend us a textErik Cabral is a leading expert in brand development, trusted by Fortune 100 and Inc. 5000 companies to define and deliver their core messages effectively. Having built thousands of brands over his quarter-of-a-century career, Erik has now created a stage which he's shared with powerhouse brands like Shark Tank's Matt Higgins and Kevin Harrington, VaynerMedia, David Meltzer, and Hal Elrod of the Miracle Morning. Erik is known for his expertise in branding, content creation, podcast strategies, and community building. As the founder of On Air Brands, Be Your Brand, PodMAX, and the Mindado In...
2024-11-0648 min
The Purpose Matrix#44 Creating Time Freedom to Pursue Your Purpose with Ash PatelSend us a textAsh is a Full time Commercial Real Estate investor for over 10 years. Transacted over $40mm in CRE, mostly in heavy value add opportunities. Looking to acquire value add warehouse, industrial, land, NNN, restaurants, retail, office, medical etc. Typical cash on cash returns is well over 30% annualized before sale. Open to joint ventures, startups, angel investing and mentoring others. Ash is a CRE Investor, Mentor/Coach and just loves helping others succeed.Phil and Ash discussed the following in this episode:1. Transitioning from a corporate job to full-time real...
2024-10-2942 min
The Long ViewPhil Moeller: A Road Map for Navigating MedicareOur guest on the podcast today is Phil Moeller. He’s the primary author of the Get What’s Yours series of consumer guidebooks, including a newly revised edition of Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. In addition, the series includes Get What’s Yours: The Revised Secrets to Maxing Out Your Social Security and Get What’s Yours for Health Care: How to Get the Best Care at the Right Price. Phil wrote the “Ask Phil” Medicare column for the PBS NewsHour website, Making Sense, reported on aging healthcare and retirement for Money magazine...
2024-10-2254 min
The Purpose Matrix#43 Aligning your Time with your Values with Paul ShannonSend us a textPaul is a seasoned real estate operator who has acquired and renovated over 175 residential units in his personal portfolio - many of which were deeply distressed properties. This has led to extensive experience with underwriting, acquisitions, capital raising, property management, and project management. He is also a licensed Realtor. In addition to active investments, Paul is an experienced limited partner. Who has invested personal funds passively in over 1,500 multifamily units, NNN deals, industrial property, sale leasebacks, preferred equity positions, first and second position notes, ATMs, and mixed-use development.This e...
2024-10-2246 min
Economics Matters with Laurence KotlikoffPhil Moeller, Get What's Yours for MedicareMedicare Open Enrollment Is Here! And Phil Moeller's Back to Discuss his New Book: Get What's Yours for Medicare: Revised and Updated.
Phil's hot new book, Get What's Yours for Medicare: Maximize Your Coverage and Minimize Your Cost -- is available at Simon & Schuster as well as here, here, and here. Phil's my good friend and co-author with PBS NewsHour's Paul Solman of our NY Times best seller and fully up-to-date, Get What's Yours -- the Secrets to Maxing Out Your Social Security. This is Phil's second appearance on Economics Matters -- the Podcast. We d...
2024-10-1858 min
The Purpose Matrix#42 Your Value as a Leader, Being vs. Having, and Extreme Consistency with Kevin MillsSend us a textKevin Mills is the founder of The Mills Group, a Century 21 real estate agency who achieved the number 1 ranking in the world! In addition to leading a real estate sales team, Kevin owns an insurance company and has invested in several real estate asset classes. Kevin attributes his business success to focusing on who he is being over what he has, leadership, being clear on his company’s core competencies, and being extremely consistent on processes to scale the business. In this episode, we discuss: - Kevin's journe...
2024-10-1547 min
REI Marketing Secrets#57 Building A Portfolio While Raising A Family with Phil MoellerIn this episode of the REI Marketing Secrets podcast, Phil Moeller shares his journey from engineering to real estate investing. He discusses his initial motivations for investing in single-family homes, the transition to multifamily properties, and the importance of effective property management. Phil emphasizes the significance of local market knowledge, the strategies for finding and financing deals, and the lessons learned from his experiences in both active and passive investing. He concludes with valuable advice for aspiring real estate investors, highlighting the need for clarity, education, and action.In this episode, we'll cover: Overanalyzing d...
2024-10-1536 min
The Purpose Matrix#41 Adjusting your Business Model to align with Your Vision with Trevor OldhamSend us a textTrevor Oldham is passionate about helping alternative investment companies expand their company without having to go to get-togethers, meetings, or handing out business cards that get wasted. Trevor strongly believes there are ways to enlarge your company that are just beginning to be explored. His mission is to teach and share his expertise with real estate professionals on the NEW approaches to growing their business so they can observe the unlimited possibilities.In 2017, Trevor Oldham created Podcasting You in response to the necessity for outstanding alternative investment companies to have the...
2024-10-0849 min
The Purpose Matrix#40 Accelerating Business Growth through People with Andrew CushmanSend us a textAndrew Cushman is a former chemical engineer who found his entrepreneurial calling in real estate. In 2007, Andrew left his corporate position to start a business in real estate investment, starting off flipping single family properties in Southern California. Sensing a shift in the market, in 2011 Andrew transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2,600 multifamily units. He is a frequent guest and panelist on Real Estate podcasts and educational forums. Outside of the business world, Andrew has been a certified alpine ski instructor and when not working in real estate...
2024-10-0146 min
The Purpose Matrix#39 Creating Miracles through Clarity with Kelly ResendezSend us a textIn addition to being a mom, executive at GoodLeap, a multibillion-dollar company, bestselling author, and influencer, Kelly Resendez is a true leader in empowering women to live a life of abundance.As a co-owner of GoBundance Women®, a membership organization for women dedicated to achieving greatness and abundance, Kelly is passionate about helping others adopt an abundance mindset and overcome self-sabotage to achieve their goals. She believes that joy and success go hand in hand and has dedicated her life to helping women find both. Through her popular book Big Voices a...
2024-09-2454 min
The Purpose Matrix#38 Make Money in Your Sleep with John EdwinSend us a textJohn Edwin is a man of faith, husband, father, owner of Strength Personal Training, real estate investors, author, executive with Accountable Equity Group, and more. In this episode, John and Phil discuss: · Why learning sales when he was young taught John inter-personal skills and courage, and shaped who John became, and he says was much more valuable than college. · How John was wrong about what he wanted to do when he was going in college, and how and why he is thankful he recognized it early. · How...
2024-09-1743 min
The Purpose Matrix#37 Redefining Success with Jared PfaffSend us a textJared Pfaf is a Visionary, Entrepreneur, and Real Estate Investor. Jared owns his own property management company, construction company, and real estate. He also does an excellent job of balancing all areas of life with his entrepreneurial endeavors, including family, travel, relationships, health. In this episode, Jared and Phil discuss:· How he learned work ethic at an early age.· How he redefined his perception of success from working 80-90 hours per week, to be more focused on family, travel, relationships, etc. · How he started his real estate journey.
2024-09-1036 min
The Purpose Matrix#36 Balancing Growth and Contentment with Matt AndersonSend us a textMatt is real estate investor and attorney residing in the Nashville, Tennessee area. He lives with his wife, Taylor, and two boys. Matt has more than $25M of assets under management in various partnerships consisting of approximately 275 multifamily units and 25,000 square feet of office in Tennessee. Matt is the owner of Anderson Legal, a law firm focusing on real estate and construction in Tennessee. For many years, Matt and his wife Taylor invested part-time as a side hustle while he practiced law full-time, Matt slowly scaled into larger and larger ass...
2024-09-0344 min
The Purpose Matrix#35 Lifeonaire Author Steve CookSend us a textSteve Cook is passionate about sharing the Lifeonaire message and helping business leaders to experience abundant lives rather than enduring them. At Lifeonaire we help to make business and life fun again.In this episode, Steve and Phil discuss: · Steve’s start in entrepreneurship, and how he bought himself 2 jobs.· How he used wholesaling to start his real estate investing career.· His light bulb moment he had after finding his first deal!· What a motivated seller is, and how to find one!· Steve’s definit...
2024-08-2748 min
The Purpose Matrix#34 Making the impossible, possible with Jamie GruberSend us a textJamie Gruber worked for 21 years as an insurance executive and was miserable. It was a great job, great company but not the right fit for him. In early 2021 at the age of 42, after investing in real estate, starting his podcast and creating a networking community for aspiring and current entrepreneurs, Jamie quit his $400k per year job to pursue his entrepreneurial goals. In 2022, Jamie and his wife, two young boys (both between 5-10) and two dogs fulfilled a goal to live abroad and moved to Punta Cana Dominican Republic for a...
2024-08-2057 min
The Purpose Matrix#33 Get Out of Your Own Way with Business Coach Aaron VelkySend us a textEntrepreneur and Coach, Aaron Velky is a natural businessman that enjoys solving big human problems - removing barriers so that people, families, companies and communities have the education and access to a better life. Aaron is now a social entrepreneur, author, thought leader, investor and founder of multiple companies. Aaron's company Get Out of Your Own Way, offering entrepreneurs coaching, retreats, and team building workshops has grown quickly to be a leader in the space of personal development, company culture, and growth consulting. Mr. Velky has created several companies and do...
2024-08-1350 min
The Purpose Matrix#32 Investing in Businesses and People with Joe WechslerSend us a textJoe is the active Managing Director at Blueline Ventures, a middle-market business acquisition company that he founded in 2019. Joe also calls himself privileged to serve as both the CEO of VirtuAlly, a rapidly growing telehealth company. Joe’s core strengths lie in strategy execution, organizational transformation, and program and change management. Experience in large organizations and in entrepreneurial settings with a proven ability to drive strategic, large scale, global initiatives and to manage and motivate worldwide teams. Outside of business, Joe treasure’s authenticity, thrives in uncertainty, and is fueled by adventure! In thi...
2024-08-0644 min
The Purpose Matrix#31 The Power of Proximity with Coley RauSend us a textColey Rau is the senior vice president of CrossCountry Mortgage with over 20 years of experience, and often in the top 5-10 in his field in the nation. Coley’s key to success has evolved from hard work, dedication, and consistency to building a team. Coley’s bring insights in all areas of life; you don’t want to miss this one!In this episode we discuss: · That there is no silver bullet, it’s hard work, dedication and consistency that leads to success.· The importance of proximity.· Focusing...
2024-07-3051 min
The Purpose Matrix#30 Happiness, Purpose and Prosperity with Alan UnderwoodSend us a textAlan Underwood is a husband, father of 8 (yes you read that right), entrepreneur, real estate investor, founder of Momentum Capital Group and volunteer pilot with Angel Flight West. Alan came from needing financial support from his church, receiving Christmas gifts from others for his children, going to food pantries to feed his family, several family members passing away, and being close to completely breaking to eventually turning it all around to have happiness, purpose and prosperity. If you are considering making moves, trying new things, or pursuing a passion, please listen to this ep...
2024-07-2351 min
The Purpose Matrix#29 Running Toward Your Passion with Greg MillerSend us a textGreg is a great friend that is full of energy! Greg is a family man, entrepreneur and real estate investor with investments in Syracuse, NY. Greg grew up in an academic family but was always an entrepreneur, and calls himself a recovering engineer. Greg followed the corporate path until he realized there was another way, and while his path has had ups and downs, ultimately, he feels great about where he is because he is moving toward the best version of himself.In this episode we discuss:· Why Greg bets on h...
2024-07-1657 min
The Purpose Matrix#28 The Impact of Money with Dave HomyakSend us a textDave Homyak is a real estate investor, developr, syndicator, short term rental specialist and idea combiner. At 53, Dave purchased his first investment property after making the uncommon decision to leave a stable career as an Engineer. He was nervous, but had no idea what successes were in store. Dave’s natural student-like enthusiasm for embracing out new and exciting opportunities has allowed him to expand his entrepreneurial portfolio beyond real estate, with a creative and value-driven idea for connecting business owners and entrepreneurs with the remote workers who can make their live...
2024-07-0952 min
Pillars Of Wealth CreationPOWC # 704 - What is your Impact Strategy? | Phil MoellerPhil Moeller dives into discovering what your impact strategy is and the importance of how you are going to have a positive impact on your residents, community, and investors.
Phil covers his top 3 takeaways from corporate America.
1. Always build a brand
2. You don't need a title to be a leader
3. have an impact strategy
Pillars:
1. Purpose
2. Education
3. Association
4. Courageous action
5. Being an example
Book: The Power of Now by Eckhart Tolle
Phil Moeller is the Principal of Moeller Real Estate. Prior to forming Moeller Real Estate, Phil worked for a Fortune 150 company in executive management, leading several global teams including...
2024-07-0848 min
The Purpose Matrix#27 Greatness in All Areas of Life with Taylor DoolittleSend us a textTaylor Doolittle has a top 10 brokerage in the world, but more importantly is successful in all areas of life! He's passionate about empowering people to prosper in all areas of life and sees real estate as the perfect opportunity to set his clients up for long-term happiness and success.In this episode, Matt and Phil discuss:· How to become the top 10 companies in the world in your industry. · How to attract talent through strong culture and core values. · How to be balanced in life and why different areas o...
2024-07-0247 min
The Purpose Matrix#26 The Good Mood Revolution with Matt O’NeillSend us a textMeet Matt O'Neill, the charismatic host of the globally acclaimed ‘Good Mood Revolution’ podcast. With his soon-to-be-released book ‘Good Mood Revolution: Igniting the Power of Conscious Happiness,' Matt reveals the secrets to achieving your best self, conquering challenging emotions, and creating a positive mindset. Beyond his inspiring work, Matt is a dedicated husband and father of four, juggling a thriving entrepreneurial career while overseeing a team of 80 employees. His journey is a testament to the enduring power of choosing good moods, demonstrating that lasting peace and happiness are within reach even am...
2024-06-251h 04
The Purpose Matrix#25 From a Challenging Childhood to Running a Family Office with Carl AdkinsSend us a textCarl Adkins is the CEO and lead advisor of Sentinal Private Wealth Group, a virtual family office. Carl is a certified financial planner (CFP) and Certified Wealth Strategist (CWS). Carl collaborates with attorneys and CPA’s to develop investment, business succession, insurance and estate planning strategies. Carl’s focus is to serve my clients and what matters to them the most. Carl and his wife Alyssa live in Wyoming, OH and have three wonderful teenagers. In this episode, Carl and Phil discuss:· Carl’s life verse.· T...
2024-06-1852 min
The Purpose Matrix#24 A Life of Intention with Matt KingSend us a textMatt King is the CEO of a mastermind group called GoBundance, a Business Executive & Entrepreneur, and focused on Empowering Others to Live Abundantly. Matt takes immense pride in building powerful teams, challenging the status quo, and helping others reach their goals. He leads from the front, and when not working, Matt is spending time with his wife Melissa, daughter Rylan, and son Bodhi.In this episode, Matt and Phil discuss:· The importance of living an intentional life.· How Matt audit’s his network to his core values, includ...
2024-06-1152 min
The Purpose Matrix#23 Stop Settling, You are the Author of Your Life with Rick HaleSend us a textRick is the author of Stop Settling – Finding Clear Directions for a Regret-Fre Life. He is an impactful business leader and thought leader with some incredible stories. It’s been great getting to you know you over the last couple of years and thanks so much for the open and heart-felt discussion Rick! In this episode we discuss: · How to live regret free.· How to ask yourself positive questions instead of negative. · Reticular Activator and how it helps you.· Rick’s Life wheel, and how to apply it to help you gr...
2024-06-041h 02
The Purpose Matrix#22 Self-Awareness, Self-Discipline & Self-Confidence with Brian KightSend us a textBrian Kight is an author, leader, keynote speaker, competitor and business advisor that utilizes timeless truths to build simple systems for companies and people. Brian had a huge impact on my mindset and leadership development journey in the past and made me completely re-think some things during this conversation, so I’m excited to share Brian’s wisdom with you! Thanks Brian for coming on and sharing with our listeners. · The 3 core skills that will define what your life looks like. · The 5 questions to ask yourself to become more confident.·...
2024-05-281h 13
The Purpose Matrix#21 Persistence Through Vision with Brian GreenSend us a textBrian Green is the co-founder of Green Springs Capital, a real estate firm based in Saratoga Springs, NY with over $25M in assets. Brian has had success with scaling a business and selling before shifting investing, developing and operating real estate. Brian has laid out a clear vision for his company and says his number one job is to fulfill that vision. In this episode, we discuss: · How to scale a business and sell.· How to structure teams. · Building generational wealth for those around you.· The balancing act of cash flow v...
2024-05-2149 min
The Purpose Matrix#20 Growth through Fear and Self Doubt with Brian BriscoeSend us a textBrian Briscoe is the visionary founder of Streamline Capital Group. After dedicating 20 years to serving in the US Marine Corps, Brian transitioned into the world of real estate investment, focusing on apartment complexes in the vibrant Salt Lake City metro area.Brian's mission extends far beyond mere profit; he is deeply committed to enhancing the lives of residents within his communities, prioritizing clean and secure living environments. Simultaneously, he empowers investors by offering opportunities for long-term growth and income through investments in this enduring asset class.In this episode w...
2024-05-1448 min
The Purpose Matrix#19 From Pain to Imminent Change with Mandy McAllisterSend us a textMandy McAllister is an Entrepreneur, Multifamily Investor, Mindset Ninja, Mother and Women's Inspirational Leader, Eternal Learner, Coach and Dot Connector. She spent the bulk of her career in medical device sales chasing cases and commission checks. In 2021, Mandy left her W2 to lean on the financial independence she built through real estate investing. Mandy now serves as CEO of GoBundance women, a tribe of healthy, wealthy, generous women who choose to lead epic lives.In this episode, Mandy discusses: · What life by design means· Levels of security and the calcul...
2024-05-0742 min
The Best Ever CRE ShowJF3532: Mastering Work-Life Harmony, Capitalizing on Multi-Family Ventures, and Harnessing Local Market Trends ft. Phil MoellerPhil Moeller, an Ohio investor, discusses transitioning from single-family to multifamily real estate. He highlights key profit strategies: cash flow, appreciation, and tax benefits, emphasizing the importance of clear goals and starting small. Phil Moeller | Real Estate Background Moeller Real Estate Based in: Dayton, OH Say hi to him at: https://www.moellerre.com/ Best Ever Book: Go Giver by Bob Burg Sponsors: SyndicationAttorneys Baselane InvestHER
2024-05-0637 min
The Purpose Matrix#18 The Most Authentic Version of Yourself with Gabriel HamelSend us a textGabriel Hamel is a military veteran, author, and Real Estate Investor whose passion for Real Estate, Business, and Financial Freedom has helped him to amass a Multi-Million dollar Real Estate Portfolio consisting of Single Family Homes, Multi-Family Apartments, Commercial Real Estate, and Mobile Home Parks.In this episode we discuss: · Mindset and mindset growth· Financial freedom vs. time freedom· The law of action· The importance of relationship, every one of his deals came from this.· His concept of risk.· Questioning societal norms.Be...
2024-04-3049 min
The Purpose Matrix#17 Bitcoin, Real Estate and Velocity of Money with Dylan KochSend us a textDylan Koch is a real estate investor and bitcoin investor. Dylan left his pharmacy career to focus on real estate full time. Dylan started wholesaling and learned the business and has expanded to flipping houses and is also a licensed realtor. Dylan has an incredible mindset about our finance, bitcoin, and success. Don’t miss this episode! In this episode, Dylan and I discuss:· A deep dive into Bitcoin.· The Dave Ramsey vs Robert Kiyosaki approach to finance, and which to choose and when.· What it was like leaving a p...
2024-04-2338 min
Diary of an Apartment InvestorEXP - Essential Steps for Success With Phil MoellerPhil Moeller talks with us today about the five ways to make money, cash flow, principal paydown, market appreciation, forced appreciation, and tax benefits.Interested in learning from me? Visit https://www.thetribeoftitans.info/coachingJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast F...
2024-04-1930 min
The Purpose Matrix#16 Pillars of Wealth Creation with Todd DexheimerSend us a textTodd began investing in Real Estate in 2008 and has purchased and renovated apartments, single family homes, a mobile home park and even a ski resort. Todd is a partner with Endurus Capital, and also hosts the podcast Pillars of Wealth Creation, which is a bi-weekly podcast teaching others on how to operate successful businesses. Todd lives with his wife and two kids in Mahtomedi, Minnesota.In this episode, Todd shares his knowledge from having interviewed hundreds of successful people around pillars of wealth creation in all areas of life.
2024-04-1642 min
The Purpose Matrix#15 Success Mindset with Ross McArthurSend us a textRoss McArthur spent 15 years building, contributing, and working for software companies ranging from start-ups to Fortune 500 companies. In January 2020, he started his Real Estate Investing story, but it wasn't before he spent thousands of hours learning the industry that in March 2023, he was able to leave Corporate America to focus 100% his energy on his passion for Real Estate Investing. Ross McArthur is the owner, manager, and operator of over $55 million (800+ Units) in Real Estate Holdings and takes pride in their ability to create win-win scenarios for sellers and themselves. As hyper fo...
2024-04-0949 min
The Purpose Matrix#14 The 5 Laws of Success with Go-Giver Author Bob BurgSend us a textWe are blessed with the opportunity to interview Bob Burg, author of the book GO GIVER.Bob Burg shares how a subtle shift in focus is not only a more uplifting and fulfilling way of conducting business but the most financially profitable way, as well. For 30 years he’s helped companies, sales leaders, and their teams to more effectively communicate their value, sell at higher prices with less resistance, and grow their businesses based on Endless Referrals.Bob has regularly addressed audiences ranging in size from 50 to 16,000 — sharing the plat...
2024-04-0234 min
The Purpose Matrix#13 Pursuing Freedom with Erin BradleySend us a textErin Bradley is a speaker and trainer, bestselling author, and host of the real estate podcast Pursuing Freedom. From flat broke to 6 figures, and then to burnout, Erin has been through it all, and quickly discovered that the stress of overwhelm is no less painful than the financial stress. After redesigning her business to support her dream life, she’s been on a mission to teach her fellow real estate professionals to do the same. Erin operates under the mindset that you never give up, and you never settle, in life or...
2024-03-2654 min
The Purpose Matrix#12 Maximize Energy, Mental Clarity and Performance with Ryan KennedySend us a textRyan Kennedy is a Functional Medicine Practitioner, Traditional Naturopath, and Board-Certified Clinical Nutritionist who helps people improve their health through lifestyle and dietary changes. Ryan talks about being the best version of yourself in all aspects of your life. At the young age of 14, Ryan was questioning the health system due to a life changing event in his life. In this episode he discusses key concepts that help you live a fulfilling life. He is passionate about educating his patients to make the proper modifications to their lifestyle to av...
2024-03-1958 min
The Purpose Matrix#11 Flipping Houses From a Ship to Flight Builders with Pat FlynnSend us a textPat Flynn is the founder of construction company Flight Builders, and former President of Yellowbird, a real estate investment company, brokerage, and lender that bought and sold over 400 houses annually as well as owned and operated a 300-home rental portfolio. Long hours on the oil ships didn’t allow Pat a lot of time to put towards real estate. Pat talks through his journey from buying deals over the phone from a ship in the middle of the ocean to start his flipping and wholesaling business. Pat started with his first purchase during the...
2024-03-1154 min
The Purpose Matrix#10 National Champion Leadership Coach Tim KightSend us a textJohn Wooden Student, National Champion Leadership Coach with the Buckeyes, Focus 3 Founder, keynote speaker, author, and a man that has had a major impact on so many. You won’t want to miss this episode! Tim talks about what inspired him to get into personal development, leadership development, and mindset development. He was a student of John Wooden at UCLA and learned directly from the coaching legend and inspired him to have an impact on others. Tim discusses how we can change and shift our mindset, and the process to do so a...
2024-03-0549 min
Life On Your Terms with Jake RosenthalCreating A Real Estate Investment Strategy with Phil MoellerThere are definitely risks that come with investing your capital into real estate, but there are also massive returns. If you’re considering investing, but don’t want to make a wrong move, this episode is for you.
In this episode of Life On Your Terms, I talk with Phil Moeller of Moeller Real Estate about his journey into the real estate world, and how he was able to change his family’s life. By investing in real estate, Phil retired his wife so that she had more time with the kids. We also discuss...
2024-02-2849 min
The Purpose Matrix#9 MLB Pitcher and Clubhouse Leader Craig StammenSend us a textI was honored to have successful MLB pitcher Craig Stammen on the show. Craig is from a small town but had big dreams. We discussed Craig’s journey to major league baseball and how his role in the clubhouse evolved. Early in his career he was focused on listening, learning and working hard. As his career evolved, he became a leader with the style of being an encourager, being genuine and authentic and a team first guy. Craig explains having a growth mindset and his approach to learning and building his own self -aware...
2024-02-2745 min
Life On Your Terms with Jake RosenthalCreating A Real Estate Investment Strategy with Phil MoellerThere are definitely risks that come with investing your capital into real estate, but there are also massive returns. If you’re considering investing, but don’t want to make a wrong move, this episode is for you. In this episode of Life On Your Terms, I talk with Phil Moeller of Moeller Real Estate about his journey into the real estate world, and how he was able to change his family’s life. By investing in real estate, Phil retired his wife so that she had more time with the kids. We also discuss...
2024-02-2349 min
The Purpose Matrix#8 Take Action to Avoid Regret with Jake RosenthalSend us a textIn this episode, Jake Rosenthal talks us through the process of growing his career, but also building his real estate portfolio as well. Jake and Phil discuss the importance of putting full effort into your job to maximize what you learn, as you never know how you may be able to apply it in the future. We specifically get into short term rentals and why self-managing them can be so important to help with increasing revenue, reducing expenses and potential tax benefits as well (talk to your CPA). Jake explains what Lifestyle Desi...
2024-02-2042 min
The Purpose Matrix#7 Turning Vision into Reality with Jered SturmSend us a textIn this episode, we interview Jered Sturm from Cincinnati Ohio. Jered has over 1300 units of multi-family and $200M in assets under management. He has been recognized for his rapid growth in the industry, and contributes his success to focus on leadership, clear vision and operational excellence. Jered explains the process of creating a clear and vivid vision in your life and for your company, and how to take that vision and turn it into a reality. Jered says creating a clear vision has been the most valuable tool for his company, and how exci...
2024-02-1346 min
The Purpose Matrix#6 A growth mindset in Real Estate with Nate FisherSend us a textIn this episode, we interview Nate Fisher who has 25 years of experience in multi-family real estate and has been around it since he was 4 years old (we didn’t even count his childhood experience). Nate discusses growing up in multi-family and how it molded his mindset and work ethic. We discuss how his greatest strength of work ethic made him who he is, but it also became his biggest crutch and created serious challenges in his personal life. This has molded Nate’s mindset around how to leverage and hire others wheth...
2024-02-0644 min
The Purpose Matrix#5 Aligning your Vision, Goals and Habits with Drew WiardSend us a textOn today’s show, we welcome the flying investor, Drew Wiard! Drew talks about the process of decision making and ensuring you have focus, and how he burned the ships to make sure he maintained focus. Drew talks about the process of building core principles and core values and the importance of this. He explains the importance of asking why for everything you are doing, and if it aligns with your vision. Drew is working on aligning his vision, his goals, and his habits. Drew gets into details of his 3 main busines...
2024-01-3141 min
The Purpose Matrix#4 Living an Every Day Legacy with Bryan McFarlandSend us a text The Moeller Real Estate & Business Podcast introduces Bryan McFarland, an ultra-marathon runner, business leader, and real estate investor. Bryan is as dialed in and intentional as they come with regard to daily habits and routines that set him up for success. In this episode, Bryan and Phil discuss the critical aspects of leading a healthy and fulfilling life through exercise, balanced nutrition, and a commitment to well-being. We discuss how these choices have an impact on energy and carry over into business.His discussion on the podcast cen...
2024-01-2437 min
The Purpose Matrix#3 Financial Advisor turned Passive Investor with Jim PfeiferSend us a textJim Pfeifer explains the ins and outs of passively investing in real estate syndications, and calls this investing from left field because it is not traditional. Jim was previously a financial advisor so understands investing in the stock market well and the comparison to real estate syndications. He talks about the comparison of forecasted returns in real estate vs. the stock market, and particularly the difference in tax benefits from the different investment strategies. Jim and Phil also discuss the importance of community to accelerate success when you are investing passively or...
2024-01-2243 min
The Purpose Matrix#2 Landscaping, Leadership, and Impact Investing with Luke HenrySend us a text In this episode, Luke discusses starting his ‘side hustle’ of landscaping as a teenager and building it to what it has become today. We discussed the key inflections points in his business and how binging on leadership content made him shift his business from a landscaping business, to a leadership business that does landscaping. Since that inflection, Luke has held a weekly leadership study with his staff, and it has had an amazing impact on his business. Luke also discusses why he started investing in real estate as a business owner, what he...
2024-01-1747 minThe Purpose Matrix#2 Landscaping, Leadership, and Impact Investing with Luke HenryIn this episode, Luke discusses starting his ‘side hustle’ of landscaping as a teenager and building it to what it has become today. We discussed the key inflections points in his business and how binging on leadership content made him shift his business from a landscaping business, to a leadership business that does landscaping. Since that inflection, Luke has held a weekly leadership study with his staff, and it has had an amazing impact on his business. Luke also discusses why he started investing in real estate as a business owner, what he has learned, and the tax strategy behin...
2024-01-1242 min
The Purpose Matrix#1 Freedom and Flexibility with Real Estate with Lee YoderSend us a textIn this podcast episode, Lee Yoder and I discuss how he used real estate to create freedom and flexibility so Lee can prioritize his faith and family. Lee explains the fears he created in his mind vs what actually happened when he was taking major steps in his business. We discuss how to size risk relative to your experience and financial capacity. Lee also explained what real estate syndications are and why he started running these, and the benefits of economies of scale with real estate. Lee and I discussed financial management strategizes i...
2024-01-1042 min
RE:INVEST#59 Stacking Horizontal Income Streams with Phil MoellerIn today's episode (#59) We interview Phil Moeller. Seasoned investor, Phil, is a case study of how having horizontal streams of income is powerful and life changing. You will relate to his journey from engineer to multi-family investor with over 300 doors. From overcoming analysis paralysis to diversifying into different types of assets and businesses, this episode will inspire you to take action and focus your investment strategy. Connect with Phil at:Phil Moeller on LinkedInhttps://www.moellerre.com/Be on the lookout for Phil’s new podcast com...
2023-11-2843 min
The Mortgage GuyMeet Phil Moeller!Episode 19 - In this episode, we talk with Phil Moeller with Moeller Real Estate. Phil shares his real estate investment journey that started with a single family rental all way to a 243 unit apartment complex! Visit https://www.moellerre.com/ to learn more! Western Ohio Mortgage MB#9601 Adam J. Rose NMLS#870301
2023-07-0521 min
Return To AuthenticityEpisode 51: Milk Trucks, Buckeyes and Real Estate with Phil MoellerEpisode 51!Meet Phil Moeller. Phil is from a large Catholic family, raised in Dayton, Ohio. His father owned his own trucking company after driving a milk truck earlier in his career when Phil was a kid. Phil went to Ohio State to study engineering and moved into corporate America in a product development and management role, as his parents guided him toward the safety and security of a corporate job. His favorite part of his corporate job was developing people and in 2013 what started out as a way to make a sec...
2023-03-011h 10
PassivePockets: The Passive Real Estate Investing ShowIS24 - Infielder Spotlight With Phil Moeller
This week’s episode features Phil Moeller. Phil has been investing in several aspects of the real estate industry but has been putting more of his focus on the passive investing side as of late. He is trying to educate himself more around the space by being an active passive investor. Phil has also taken on the goal of trying to educate more people about this space and inviting them to understand the passive investing world more.
2023-01-2519 min
The Real Estate MindsetEpisode 92: How to Screen A Potential Limited Partner in Business with Phil MoellerWhat makes a potential limited partner a great one?In this episode of The Real Estate Mindset podcast, we chat with Phil Moeller about the importance of screening potential limited partners. There is more to consider than money when it comes to selecting someone with whom you want to do business. Whether it is their references, current portfolio, or even their values, you need to make sure you’re making the right choice as a mistake regarding this can cost you a lot of time and money.We also chat about Phil’s favorite books, his...
2022-12-2626 min
Threefold Real Estate InvestingTaking Action Creates Momentum with Phil Moeller #114My friend, Phil Moeller, joins me today on the Threefold Real Estate Investing Podcast! Phil has been investing in real estate since 2013 having acquired and managed over 430 units including 40 transactions and over $15M in transaction volume. Phil’s mission is to build a company that helps others’ succeed in real estate investing to enable time and financial independence, allowing them to focus on their passion. In this episode, Phil and I dig into comparing single-family home investing with multifamily investing. Phil has a fascinating, yet relatable, story and is an excellent example of how just taking action can create sign...
2022-08-2332 min
The Energy Markets PodcastS2E5: Edison Electric Institute's Phil Moeller discusses natural gas and electric industry coordination as an overlooked yet important aspect of the transition to a clean-energy economy.Phil Moeller, , Executive Vice President, Business, Operations Group and Regulatory Affairs at the Edison Electric Institute, discusses net energy metering, infrastructure development and FERC's docket on updating its transmission policy, including ROFR, whether utilities should be the sole source of electricity for EV charging in monopoly-regulated states, the threat of cyber attacks on the electric system, particularly in the wake of Putin's war of aggression in Ukraine, and competitive regional wholesale power market development.He also addresses the role that plentiful, cheap natural gas has played in keeping electricity prices stable for the last decade, and the...
2022-03-071h 09