Episodes

April 10, 2023

12: Caitlin Kessler - Estate & Legal Planning

Episode 12: Today we get to know Caitlin Kessler, a local of Kelowna and lawyer at Pushor Mitchell LLP. Caitlin was one of the first to obtain a Bachelor of Legal Studies (Paralegal) Degree in British Columbia. She worked for several years as a paralegal at Pushor Mitchell, but was always interested in learning more and taking on more responsibility. In 2021, Caitlin graduated from law school and now practices in the areas of estate planning and administration, real estate development and ...
April 3, 2023

11: Robinson Smith - The Smith Manoeuvre

Episode 11: Today's episode is an introduction to Robinson Smith, president of Smith Consulting Group Ltd and we will be discussing the mortgage conversion strategy his father developed forty years ago. The Smith Manoeuvre is a must-know strategy for all Canadian homeowners, especially these days with high interest rates, steep inflation and a general inability for most Canadians to invest for their future. Robinson lived and worked in China for eight years in a number of roles such as for...
March 27, 2023

10: Mike Westie

Episode 10: Buckle up your seat belts for this one folks. Today our guest is Mike Westie the co-owner of Mkwest properties with his wife Kayla. New father to thier son, our junior executive Jett Westie who is 5 months old. They currently own 7 homes, 6 of which are in Kelowna with a total of 11 rental units and another duplex in the subdivision and development process currently. Experience includes: Legal secondary suite conversions Infill development. Renovations. New construction Projects Joi...
March 20, 2023

9: Max Carbone

Episode 9: Get your notepads ready, Matt and Taylor landed Max Carbone on podcast! Max is an owner/partner of Century 21 Assurance Realty in Kelowna BC and he is also the reason why Matt runs his real estate business out this office. Max gives his advice on a variety of topics and shares stories from his experience over the years. Starting as a young caddy working on the golf course, to selling commercial real estate, to authoring a book, to mentoring and advising top business people from all o...
March 13, 2023

8: Russell Mortlock

Episode 8: Russell is a guy who does it all. He’s a real estate investor, real estate agent, mentor, founder of the APEX group, Dairy queen addict and way, way more. Matt and Taylor could have kept him talking for hours and still be talking about things he’s up to. Russ is really an inspiring guest who is not shy to share his knowledge and details his own journey. There are many take-a-ways and actionable steps from this episode that we can all benefit from. Russell Mortlock's Email: russell@mo...
March 6, 2023

7: Matt Gratton

Episode 7: Need a home inspection during your due diligence period. Call A Buyers Choice with Matt Gratton. He tells us his story from snowboarding, to journeyman, to home inspector and more. Migrating out west all while having an investment property in the parriers. Matt Gratton's Email: matt.gratton@abuyerschoice.com Matt Gratton's Instagram: @matt.inspects.abuyerschoice Matt Gratton's Website: www.abuyerschoice.com *** CONNECT WITH THE SHOW 🎙️ Kelowna Real Estate Podcast: www.kelownareales...
Feb. 27, 2023

6: Emily Zurrer and Becca Glen

Episode 6: Matt and Taylor try to bring their “A” game to keep up with their toughest critics, their wives. They discuss their origin stories, how they met each of us, how much they love wine and their own real estate journey’s. Becca breaks some news, talks about her career in early child education and our harrowing renovation stories. Emily looks back at her professional soccer career and what came next! Emily Zurrer's Email: www.emily-zurrer.c21.ca Emily Zurrer's Instagram: @emilyzurrer...
Feb. 20, 2023

5: Stefano Pannu

Episode 5: Today we touch on how important it is to have a financial planner as part of your team. Stefano shares some very useful information about investing, life insurance policies, Health savings accounts, and more! Self employed or just looking to build generational wealth… you don’t want to miss this. Stefano Pannu's Email: stefano@noblepannuwealth.com Stefano Pannu's Instagram: @noble_pannu_wealth Stefano Pannu's Website: www.noblepannuwealth.com *** CONNECT WITH THE SHOW 🎙️ Kelowna Re...
Feb. 13, 2023

4: Allison Swanson

Episode 4: Our very own Kelowna investor, COO at Social Media Tech Company, and mortgage broker, gives some tips on how to have a work life balance. Create an online social media presence for not only finding new clients but providing value to existing ones. And gives some tips you won’t want to miss for local places to check out in the Okanagan. Looking forward to having Allison back on soon! Allison Swanson's Website: www.allisonswanson.ca Allison Swanson's Instagram: @mortgagesbyallison Alli...
Feb. 6, 2023

3: Market Update and Look Ahead at 2023

Episode 3: Matt and Taylor discuss the desired “Soft Landing” and if and how we get there. Since they know the Bank of Canada relies heavily on their opinions, we have some advice for them, like longer amortizations for mortgages or giving first time home buyers a discounted interest rate to make it easier to get them in the market. They also discuss some of the new rules that came in the new year and what effects they will have on our market. CONNECT WITH THE SHOW 🎙️ Kelowna Real Estat...
Feb. 2, 2023

2: Matt Glen - Award Winning Realtor, Investor and Now Podcast Host

Episode 2: Todays episode is an introduction to one of the co-hosts, Matt Glen. Matt spent his twenties working all over the province as a telephone lineman and technician. He always knew real estate was going to play a major role in his future. While he owned his own home, downtown Kelowna, actively investing in real estate didn't start until 2018. After that, his mindset shifted and it was all real estate, all the time for him. He got his license to sell real estate at the turn of the de...
Jan. 31, 2023

1: Taylor Atkinson - Running a Successful Mortgage Team and Scaling to Over 70 Doors

Episode 1: Today we get to know our very own host Taylor Atkinson. He is now scaling a successful mortgage business, but we get to learn the back ground on how he arrived here. A local to Kelowna, Taylor left to pursue an overseas life. He spent 15 years working and traveling over 70 countries. During this time he built a real estate portfolio of 73 rental doors. He has done everything from AirBnB, Infill development projects, additions, renovations, new builds, syndications, joint venture...
Jan. 29, 2023

The Kelowna Real Estate Podcast Preview

Matt and Taylor are 100% transparent on how they have built passive income from investing in real estate. The highs, lows, and laughs along the way. Each week they will bring on guests who impact, shape, and take part in Kelowna’s community. From investors, professionals in the industry, or just super cool local people. The backbone of this show is based on the real estate market, but we make it digestible and humorous for a fun easy listen. CONNECT WITH THE SHOW 🎙️ Kelowna Real Estate ...