IF 52 - Why Every Investor Needs a Great CPA: Guide to Smarter Real Estate Investing with James Bohan
Manage episode 446296963 series 3579927
In this insightful episode, I engage in a comprehensive discussion with James Bohan, a seasoned CPA and outsourced CFO with expertise in real estate investment and private equity funds. James shares his professional journey from a family background in real estate development to his current role working with investment firms. The conversation covers essential topics including the importance of solid accounting foundations, effective money management, and key internal controls for managing funds. Listeners will gain valuable advice on conducting due diligence, selecting the right investment partners, and balancing professional and personal lives. The episode also explores the intersection of faith, family values, and business acumen, emphasizing the importance of disciplined operations, lifelong learning, and integrating biblical principles into everyday interactions for achieving professional and personal success.
James Bohan - LinkedIn
Show Notes:
00:00 Introduction and Guest Background
00:38 Early Career and Real Estate Beginnings
01:34 Family Influence and Values
03:47 Career Advice and CPA Importance
06:21 Common Real Estate Investment Mistakes
09:35 Choosing the Right Investment Partners
10:26 Personal Investment Strategies
10:53 Fatherhood and Personal Life
11:06 Balancing Faith and Career
11:32 Breaking Stereotypes: Wealth and Christianity
12:10 Journey to Faith: From Catholicism to Christianity
12:24 Christianity and Wealth Management
14:48 Navigating Business Ethics as a Christian
15:17 Debt and Christian Values
17:59 Traditional Marriage Roles and Career Focus
19:07 Fatherhood and Mentorship
21:57 Embracing Failures and Family Arguments
22:28 Connecting with James Bohan
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