
CPA-turned-agent Dan Mullen introduces Logged RE, a simple way for real estate pros to document material participation, support cost segregation strategies, and stay audit-ready. Clear guidance, organized records, real savings! Track what counts, avoid pitfalls, and plan proactively with confidence. Ā In this episode, Cheryl Knowlton and Dan Mullen discuss: Why Dan built the Logged RE app Material participation: rules and documentation Real estate professional status requirements Cost segregation basics and savings potential App pricing, privacy, and future offerings Ā Key Takeaways: Logged RE enables real estate professionals to document material participation accurately and consistently for compliance. Thoroughly tracking qualifying hours and evidence strengthens cost segregation strategies and improves readiness for IRS examinations and audits. Proactive tax planning consistently outperforms reactive filing approaches. Real Estate Professional status demands 750 qualifying hours and that real property activities exceed all other personal employment or business commitments annually. Annual subscription is $99 after ten free entries, with no data selling and features like calendar sync, evidence attachments, and audit-ready PDF reports. Ā "[Logged RE lets you] stay organized, and get to the point where you can invest in your own product. It can do wonders for your tax bill." - Dan Mullen Ā Check out the Logged RE app HERE: https://apps.apple.com/us/app/logged-re/id6790021868 Ā About the guest, Dan Mullen: Dan Mullen is a mortgage advisor and a partner at a tax firm, a combination that gives him a unique advantage in helping self-employed clients qualify for mortgages. Because these borrowers are underwritten using tax returns rather than W-2s and paystubs, Dan's deep understanding of tax documentation allows him to navigate the process more effectively. Having seen firsthand the pain and frustration caused by mortgage letter requests, he is on a personal crusade to help tax preparers avoid them and to bridge the gap between mortgage underwriters and tax professionals. Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.Ā Ā Connect with Dan Mullen: Website: https://www.futureandmain.com/Ā LinkedIn: https://www.linkedin.com/in/danielbmullen/Ā Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Aug 26
26 min
![[Classic Rewind] Clay Johnson: Building a Real Estate Life of Daily Excellence](https://cdn-images.podbay.fm/eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1cmwiOiJodHRwczovL3N0YXRpYy5saWJzeW4uY29tL3AvYXNzZXRzLzMvNC80LzQvMzQ0NDIxMzkyNDBmZjNhMTE2YzMxNDBhMzE4NmQ0NTAvQ2xheV9Kb2huc29uXy1fU1FfNC5wbmciLCJmYWxsYmFjayI6Imh0dHBzOi8vaXM0LXNzbC5tenN0YXRpYy5jb20vaW1hZ2UvdGh1bWIvUG9kY2FzdHMxMjUvdjQvNWQvOTAvNjAvNWQ5MDYwN2UtZTM2OS1lZWFkLWNlOTAtMDMzMzhiYzBlNjhhL216YV8xMDk1MzAyMjE5NTg1OTQ3NzIwMi5qcGcvNjAweDYwMGJiLmpwZyJ9.GmqUln2E8ljzQiXbR86VMjYxo8CAnKf7pp1hPhyhs6w.jpg?width=200&height=200)
In this Classic Rewind episode, Host Cheryl Knowlton sits down with long-time friend and lender partner Clay Johnson, Regional Manager at Guaranteed Rate Affinity, to unpack the real driver of success in real estate: habits, not willpower. From Clay's 27+ year lending journey to practical routines, leadership insights, and breaking bad habits by replacing them, this conversation is packed with timeless wisdom you can actually apply. Ā In this episode, Cheryl Knowlton and Clay Johnson discuss: Power and impact of daily habits Replacing bad habits instead of "dropping" them Starting each day with small, nonānegotiable wins Consistent, proactive communication in real estate Incremental growth by focusing on one to three habits at a time Ā Key Takeaways: Habits quietly run your life because when you train them intentionally, they become "autopilot" behaviors that move your business and life forward without relying on motivation or willpower. You can't just drop a bad habit; you must replace it. Simple, consistent morning victories like movement, reading, prayer/meditation prime your physical, mental, and emotional state to lead and serve at a higher level. In real estate, consistent communication is a superpower, especially when it's hard.Ā Real change comes from focusing on a few key behaviors at a time, and instead of trying to overhaul everything in January, choose one to three habits, lock them in with consistency, then stack new ones only after those are solid. Ā "A habit is never dropped; it's replaced⦠What's a bad habit that we're going to lose, what's a good habit we've been wanting to pick up?" - Clay Johnson Ā About the guest, Clay Johnson: Clients looking for a smart mortgage consultant and a company that really cares go to Clay Johnson and Guaranteed Rate Affinity for all their home financing needs. They can count on him to listen and understand their vision, and stay committed to doing what's in their best interest. Clay knows that every client has different financial goals, so he takes the time to understand their vision in order to recommend smart mortgage solutions. As a consultant, he is backed by a dedicated team of loan assistants, processors, underwriters, and closing specialists. He and his team consistently deliver smart choices because they're highly trained and well-versed in all aspects of the industry. To find a smart home-financing solution, give Clay a call today! Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call. Ā Connect with Clay Johnson: LinkedIn: https://www.linkedin.com/in/clay-johnson-a899989a/Ā Website: https://www.grarate.com/loan-officers/clay-johnson-33422Ā Facebook: https://www.facebook.com/ClayJ.GRA/Ā Ā Ā CONNECT WITH CHERYL: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert.āÆYour podcast willāÆprove it.
Aug 21
27 min

Renting feels cheaper, until you do the math. In this episode, Dan Mullen and Cheryl Knowlton unpack the financial power of homeownership: appreciation, leverage, tax perks, and compound growth. Learn why buying can beat renting, how HECMs protect retirees, and what real estate pros must teach clients to build generational wealth. Ā In this episode, Cheryl Knowlton and Dan Mullen discuss: Rent vs. own: full financial comparison Compound interest and long-term wealth impact Appreciation, leverage, and equity explained HECMs (reverse mortgages) for retirement housing Educating agents ā financial literacy and mastery Ā Key Takeaways: When you include appreciation, maintenance, taxes, and rent growth, buying often outperforms renting long-term by millions sometimes. Leverage amplifies returns because appreciation applies to the whole asset, not just your down payment, creating disproportionate wealth across decades for homeowners and their families. Rent tends to rise; homeowners gain forced equity, stability, and inflation protection. Compound interest and time dramatically increase homeownership's advantages; even modest annual appreciation compounded over decades can result in vastly greater net worth compared with renting and investing small differences consistently. Real estate pros must teach financial context, quantify scenarios, and collaborate with CPAs and advisors to serve clients. Ā "In the example in the book... it's like $160,000 of wealth difference in favor of the owner just because they own the house versus renting." - Dan Mullen Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call. Ā Grab a copy of Dan's book, Real Decisions: The Financial Impact of Renting and Owning, HERE: https://www.amazon.com/Real-Decisions-Financial-Impact-Renting/dp/B0DRKCC7YB Ā About the guest, Dan Mullen: Dan Mullen is a mortgage advisor and a partner at a tax firm, a combination that gives him a unique advantage in helping self-employed clients qualify for mortgages. Because these borrowers are underwritten using tax returns rather than W-2s and pay stubs, Dan's deep understanding of tax documentation allows him to navigate the process more effectively. Having seen firsthand the pain and frustration caused by mortgage letter requests, he is on a personal crusade to help tax preparers avoid them and to bridge the gap between mortgage underwriters and tax professionals. Dan is also the author of Real Decisions: The Financial Impact of Renting and Owning. Ā Connect with Dan Mullen: Website: https://www.futureandmain.com/Ā LinkedIn: https://www.linkedin.com/in/danielbmullen/Ā Ā Ā CONNECT WITH CHERYL: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Ā Ā Show notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert.āÆYour podcast willāÆprove it.
Aug 17
39 min
![[Classic Rewind] Dale Anderson: Surviving Violent Encounters in Real Estate](https://cdn-images.podbay.fm/eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1cmwiOiJodHRwczovL3N0YXRpYy5saWJzeW4uY29tL3AvYXNzZXRzLzgvMi8zLzAvODIzMDhjYjdjY2EzN2NhOTE2YzMxNDBhMzE4NmQ0NTAvRGFsZV9BbmRlcnNvbl8tX1NRXzIucG5nIiwiZmFsbGJhY2siOiJodHRwczovL2lzNC1zc2wubXpzdGF0aWMuY29tL2ltYWdlL3RodW1iL1BvZGNhc3RzMTI1L3Y0LzVkLzkwLzYwLzVkOTA2MDdlLWUzNjktZWVhZC1jZTkwLTAzMzM4YmMwZTY4YS9temFfMTA5NTMwMjIxOTU4NTk0NzcyMDIuanBnLzYwMHg2MDBiYi5qcGcifQ.AuGif4ErInCIkc-xEwV7cyiKDfCaK29yzpq7ruYk9ek.jpg?width=200&height=200)
When your entire job revolves around meeting strangers in empty properties, safety isn't optional; it's survival. In this episode, retired detective Dale Anderson shares hard-earned, real-world tactics to help real estate agents recognize danger, trust their instincts, and make it home alive. Ā In this episode, Cheryl Knowlton and Dale Anderson discuss: Why real estate is far more dangerous than most agents realize The tragic story and lasting legacy of Beverly Carter Situational awareness and trusting your gut Open house and showing safety strategies Using tools, habits, and training to prevent violence Ā Key Takeaways: Good-hearted people often underestimate danger because they don't naturally think like predators, which makes proactive safety training essential. Violent criminals frequently target real estate professionals based on the perception that agents are wealthy and vulnerable. Simple preparation, like how you park, where you stand in a home, and knowing your exits, can dramatically change the outcome of a critical moment. Listening to your intuition and acting on it immediately, even if it feels "rude" or overcautious, may be the difference between surviving and becoming a headline. Safety tools and habits (avoiding driving clients, not working alone, choosing the right footwear) are not inconveniences; they are lifelines for you and the people who want you to come home. Ā "Ladies and gentlemen, if you're ever in a situation where someone's going to pull you into a van or into a trunk, whatever is going to happen after you get stuffed in that van or that trunk is way worse than standing there and fighting to survive at that moment." - Dale Anderson Ā About the guest, Dale Anderson: Dale Anderson is a retired police officer with roughly 30 years in law enforcement, including 20 years at the Las Vegas Metropolitan Police Department and 13 years as a detective focused on the most violent offenders in Clark County, Nevada. After retiring in 2019 and moving to North Idaho, he founded Frontline Training and Consulting, shifting from teaching cops to training real estate professionals and the general public in real-world safety, situational awareness, and surviving violent encounters. Now a national speaker, he draws on his extensive experience with violent criminals to help agents recognize danger, trust their instincts, and build habits that get them home safely at the end of the day. Ā National Association of Realtors Safety Resources: https://www.nar.realtor/safetyĀ Forewarn App: https://www.forewarn.com/Ā Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.Ā Ā Connect with Dale Anderson: Website: https://frontlinetrainingandconsulting.com/Ā LinkedIn: https://www.linkedin.com/in/dale-anderson-frontline-training-and-consulting-b82ab097/Ā Instagram: https://www.instagram.com/frontline_6363/Ā Email:Ā [email protected]Ā Phone: 702-439-1279Ā Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Ā Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Aug 14
52 min
![[Classic Rewind] Dan Mullen: Stop Overpaying the IRS: Tax Strategies Every Realtor Must Know](https://cdn-images.podbay.fm/eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1cmwiOiJodHRwczovL3N0YXRpYy5saWJzeW4uY29tL3AvYXNzZXRzLzAvYy9kLzQvMGNkNDdiYmQxYWZiZTE4OWQ5NTlhZmEyYTFiZjFjODcvRGFuX011bGxlbl8tX1NRXzMtMjAyNjA4MDUtZHdzb3kwY2g1NS5wbmciLCJmYWxsYmFjayI6Imh0dHBzOi8vaXM0LXNzbC5tenN0YXRpYy5jb20vaW1hZ2UvdGh1bWIvUG9kY2FzdHMxMjUvdjQvNWQvOTAvNjAvNWQ5MDYwN2UtZTM2OS1lZWFkLWNlOTAtMDMzMzhiYzBlNjhhL216YV8xMDk1MzAyMjE5NTg1OTQ3NzIwMi5qcGcvNjAweDYwMGJiLmpwZyJ9.MAJpsqj-oMQt6ofFGHPTAeV06W53QfUxSh7zeN3vib8.jpg?width=200&height=200)
Most agents work their adorable little guts out⦠then get crushed by taxes and surprise IRS bills. This week on Real Estate Elevated, Cheryl sits down with Dan Mullen, CPA & mortgage pro, who has literally built his career saving realtors from tax disasters. Ā In this episode, Cheryl Knowlton and Dan Mullen discuss: Planning ahead to avoid selfāemployment tax "surprises." Using Sācorp elections to reduce selfāemployment taxes Properly documenting travel, meals, and vehicle deductions Regular, proactive checkāins with your accountant Investing in your own product: real estate for longāterm wealth Ā Key Takeaways: Proactive tax planning is nonānegotiable for agents who don't want to be blindsided at tax time.Ā The Sācorp election can dramatically cut selfāemployment taxes when structured correctly, and setting a reasonable salary and letting the rest flow as distributions is where much of the savings happens. Travel, meals, and vehicle deductions are powerful but highly audited, so documentation is everything; but clear board minutes, mileage logs, and receipts turn "red flag" categories into auditāproof benefits. Treat quarterly taxes like a standing business appointment rather than an optional chore, with calendar reminders and regular checkāins with your accountant keeping you out of panic mode and in control of cash flow. Truly wealthy agents don't just sell real estateāthey own it.Ā Ā "Real estate builds so much wealth. It does for even people living in their own homes. It certainly does for investors." - Dan Mullen Ā About the guest, Dan Mullen: Dan Mullen is a mortgage advisor and a partner at a tax firm, a combination that gives him a unique advantage in helping self-employed clients qualify for mortgages. Because these borrowers are underwritten using tax returns rather than W-2s and pay stubs, Dan's deep understanding of tax documentation allows him to navigate the process more effectively. Having seen firsthand the pain and frustration caused by mortgage letter requests, he is on a personal crusade to help tax preparers avoid them and to bridge the gap between mortgage underwriters and tax professionals. Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.Ā Ā Connect with Dan Mullen: Website: https://www.futureandmain.com/Ā LinkedIn: https://www.linkedin.com/in/danielbmullen/Ā Ā Ā CONNECT WITH CHERYL: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert.āÆYour podcast willāÆprove it.Ā
Aug 7
36 min

Burnout doesn't have to be the price of real estate success. In this episode, second-generation broker and top producer Mark Peebles shares how a hard truth from his wife, a faith reset, and a new time management model helped him build a $20M+ business that still puts family, clients, and sanity first. Ā In this episode, Cheryl Knowlton and Mark Peebles discuss: Second-generation real estate journey and building NavX Realty Breaking the "work harder, longer hours" success myth Faith, counseling, and confronting workaholism Time management framework: four work modes and "best life" appointments Client care, Chick-fil-A-level service, and relationship-based lead generation Ā Key Takeaways: Working more hours doesn't guarantee better results. Treat family and personal time as non-negotiable appointments, because protecting your relationships is just as important as growing your business. Delegating to assistants, transaction coordinators, and trusted partners doesn't mean sacrificing quality; it often improves the client experience while giving you the freedom to focus on your highest-value work. People remember how you made them feel long after they forget the details of the transaction. Using a structured framework for connective, performance, deep, and essential work can help you earn more, avoid burnout, and build a business that supports the life you actually want to live. Ā "If we connect with people every single day. It will lead to performance work." - Mark Peebles Ā About the guest, Mark Peebles: Mark Peebles is passionate about helping people build lives and businesses that last. A seasoned real estate leader, entrepreneur, keynote speaker, and coach, Mark guides agents, business owners, and teams toward greater clarity, purpose, and lasting success. Mark's passion is making an impact and inspiring people to be World Changers. His mission is to help people live their best life and achieve ultimate success. Mark has been recognized as a Dayton Area Board of Realtors Pinnacle of Performance Award Winner, performing at the highest level among his peers. Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.Ā Ā Connect with Mark Peebles: Website: https://itsmarkpeebles.com/Ā Facebook: https://www.facebook.com/itsmarkpeeblesĀ Monday Mindset Podcast:Ā https://podcasts.apple.com/nz/podcast/monday-mindsets-with-mark-peebles/id1652699436Ā The Ultimate Success Podcast: https://podcasts.apple.com/us/podcast/the-ultimate-success-podcast-with-mark-peebles/id1663931943Ā Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Jul 17
41 min

If you've been waiting to "feel confident" before you launch, speak up, or go bigger in your business, this episode will flip that script. Discover how unapologetic belief, tiny daily moves, and fierce boundaries can shatter self-doubt and change the way you show up in life and real estate. Ā In this episode, Cheryl Knowlton and Cassy Williamson discuss: Belief vs. confidence: decision before proof The Unapologetic Belief Framework Self-doubt, overthinking, and the hamster-wheel loop Boundaries, time, and "best yes" priorities Real estate as a life improvement and service Ā Key Takeaways: Confidence is not the entry ticket; it's the result of action and evidence, and that cycle can only start when you choose belief first. Even the tiniest daily move can interrupt the loop of self-doubt. Saying yes only to your "best yes" protects your most valuable assetātimeāand keeps you building the life and business you actually want. Authenticity means refusing to tone down the parts of you that are good and powerful just to make other people more comfortable. The most effective professionals in real estate focus on relationships and serving as "life improvers," not just on transactions or price points. Ā "I think belief is the decision before proof." - Cassy Williamson Ā About the guest, Cassy Williamson: Cassy Williamson is a leadership coach passionate about helping individuals and teams unlock their full potential through heart-centered leadership, innovation, and confidence. With a background in the music industry, healthcare, sales, and marketing, she brings a unique perspective on how strong leadership and positive company culture can transform organizations. Cassy has coached professionals at all levels, empowering them to create lasting personal and professional growth through trust, collaboration, and actionable strategies that inspire meaningful change. Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.Ā Ā Connect with Cassy Williamson: Website: https://www.cassywilliamson.comĀ LinkedIn: https://www.linkedin.com/in/cassywilliamsonĀ Instagram: https://www.instagram.com/cassy__williamsonĀ Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Jul 10
42 min

Working 60ā80 hours a week and still feeling stuck? In this episode, you'll learn how to stop being "omnipresent," let go of fear, and design a real estate business that can double or triple your income while giving you more time and freedom. Ā In this episode, Cheryl Knowlton and Jason Rosado discuss: The biggest lies high-performing real estate agents believe Boundaries, systems, team policies, leverage, delegation Fear, control, and the emotional side of letting go Vision casting: designing your ideal business one year out High-ROI time management and networking that actually converts Ā Key Takeaways: The belief that you must be available to everyone all the time and do everything yourself is a major driver of burnout and stagnation. A clear, written one-year vision for your business becomes the foundation for decisions about systems, team, and how you spend your time. Fear is the core emotional blocker behind resistance to delegation. Time spent on activities that don't produce a real return (like unfocused networking) effectively turns your business into a nonprofit. Acting within a fraction of a second on important tasks short-circuits procrastination and leverages momentum before fear can talk you out of it. Ā "There's no one right way to run your business. The only thing you really have to do in your business is pay taxes."Ā - Jason Rosado Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, atĀ gtgtax.comĀ to book a short discovery call. Ā About the guest, Jason Rosado: Jason Rosado is a business and executive coach, entrepreneur, and founder of Distinctive Coaching for Business Success, where he helps service-based business owners achieve sustainable growth, stronger leadership, and greater work-life balance. With more than 20 years of coaching experience, Jason specializes in helping entrepreneurs increase profitability, improve team performance, and build businesses that support both professional success and personal fulfillment. Drawing from decades of leadership experience in small businesses and corporate organizationsāincluding roles at Microsoft and Deutsche Bankāhe combines practical business strategy, executive coaching, and emotional intelligence to help clients create measurable, long-term transformation. Since founding Distinctive Coaching for Business Success in 2006 after completing his training through Coach U, Jason has helped hundreds of entrepreneurs increase revenue, strengthen teams, reduce stress, and create more meaningful personal and professional lives through a coaching approach that aligns leadership, systems, and mindset for lasting success. Ā Connect with Jason Rosado: Website: https://distinctivecoaching.com/Ā LinkedIn: https://www.linkedin.com/in/bizcoachjason/Ā Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Jul 3
45 min

You need more than charm to get the deal done. You need understanding and maybe some helpful psychological tactics. In this bonus episode, you'll learn how to use payment-based negotiation and real market data to shift emotions, handle tough pricing conversations, and move languishing listings. Ā In this episode, Cheryl Knowlton and Dan Mullen discuss: Payment-based negotiation vs. price-focused negotiation Impact of interest rates on buyer affordability and comps Psychology vs. math in financial and real estate decisions Money beliefs and early money stories that shape behavior Using visual data tools to influence sellers and reduce objections Ā Key Takeaways: Buyers think in monthly payments, so negotiations are far more effective when framed around what the buyer can actually pay each month. Shifts in interest rates can dramatically change a buyer's purchasing power. Even the cleanest numbers on paper won't close a deal if the emotions aren't aligned; logic supports decisions, but psychology ultimately drives them. Deeply rooted money beliefs quietly shape financial behavior and can hold people back from building wealth. Education only matters when it's implemented; tools, training, and market insight create value only when agents actually use them in real conversations with clients. Ā "Whenever you're selling something, you have to have a buyer, and the more you understand that buyer, the more successful you're going to be." - Dan Mullen Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, atĀ gtgtax.comĀ to book a short discovery call. Ā About the guest, Dan Mullen: Dan Mullen is a mortgage advisor and a partner at a tax firm, a combination that gives him a unique advantage in helping self-employed clients qualify for mortgages. Because these borrowers are underwritten using tax returns rather than W-2s and pay stubs, Dan's deep understanding of tax documentation allows him to navigate the process more effectively. Having seen firsthand the pain and frustration caused by mortgage letter requests, he is on a personal crusade to help tax preparers avoid them and to bridge the gap between mortgage underwriters and tax professionals. Ā Connect with Dan Mullen: Website: www.gtgtax.com LinkedIn: https://www.linkedin.com/in/danielbmullen/Ā Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Jun 29
36 min

When the market feels uncertain, and your emotions are running the show, you don't need more toxic positivityāyou need a better way to see. In this episode, Sam Osborne breaks down how to "own the trigger" using the Demartini Method so you can turn conflict, loss, and burnout into fuel for authentic leadership and real estate success. Ā In this episode, Cheryl Knowlton and Sam Osborne discuss: Emotional triggers and the amygdala hijack Reframing uncertainty and market anxiety as feedback The Demartini Method for balancing perception Conflict as a competitive advantage in negotiation Burnout, values alignment, and real authenticity Ā Key Takeaways: Emotional triggers aren't random; they're charged reactions that reveal where perception is distorted and self-governance has slipped. Uncertainty in the market can either drain you or inform you. Systematically balancing perceived drawbacks with genuine benefits dissolves emotional charge and restores a more objective, empowered state of mind. Conflict in deals, commissions, and client relationships is often "money left on the table" when it isn't examined for the insight and leverage it contains. Burnout signals misalignment with your highest values and invites realignment. Ā "There is a hidden order in the apparent chaos of your life." - Sam Osborne Ā Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, atĀ gtgtax.comĀ to book a short discovery call. Ā About the guest, Sam Osborne: Sam Osborne has spent 25 years studying why capable people lose the room. He found the answer. Now he teaches it. A piece of metal once tore through his left eye and lodged in his retina. His eyesight recovered. His relationship with perception did not; it transformed permanently. His audiences leave seeing things they can't unsee. And they thank him for it. Sam works with attorneys, executives, and association professionals who operate in high-conflict environments, people who are occasionally one comment away from saying something they can't take back. He helps them stop letting people get to them and end up grateful for the ones who do. Ā Connect with Sam Osborne: Website: https://samosborne.net/Ā LinkedIn: https://www.linkedin.com/in/sam-osborne-usa/Ā Email: [email protected]Ā Ā Ā Connect with Cheryl Knowlton: Website: www.cherylknows.comĀ YouTube: https://www.youtube.com/channel/UCwvWKXBC6fKn1dLGY11hxIgĀ Facebook: https://www.facebook.com/theknowltonteam/Ā LinkedIn: https://www.linkedin.com/in/cherylknowlton/Ā Instagram: https://www.instagram.com/cherylknows/Ā Show Notes by Podcastologist: Hanz Jimuel Alvarez Ā Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Jun 26
52 min
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