Most real estate entrepreneurs underestimate how much money slips through the cracks simply because they don’t plan. In this episode of Strength in Numbers, Marcus Crigler breaks down why year-end planning, specifically tax planning, can easily be a $10,000-an-hour activity for anyone buying and selling real estate.

The decisions you make right now directly shape your financial future in 2026, 2027, 2028, and beyond.

Listen as he explains how the best operators create a financial plan, build “if/then” scenarios, and use the tax code to protect and redeploy more capital. Enjoy the show!

You’ll Learn How To:

• Build a simple but powerful financial plan for next year
• Use “if/then” planning to make emotion-free decisions
• Identify the tax strategies top operators use before year-end
• Avoid paying unnecessary taxes by planning ahead

What You’ll Learn in This Episode:

(01:14) How planning now impacts 2026–2028

(02:07) The one word that changes your entire financial future: planning

(03:35) Focus on business and financial planning

(03:51) How to forecast revenue, labor, marketing, and expenses

(04:39) A real example: When to hire your next acquisitions person

(05:13) Using financial plans to make smarter, emotionless decisions

(05:54) How business planning and tax planning work together

(06:22) The tax problem entrepreneurs run into at year-end

(06:58) Understanding your potential tax liability before it hits

(08:30) Tax savings = “found money” to reinvest in your business

(09:20) Liquidity vs. future tax increases

(09:59) Understanding the “70,000 pages” of exceptions

(10:26) The compound effect of planning + strategy

Who This Episode Is For:

• Real estate entrepreneurs who want to keep more of the money they earn
• Operators who are tired of surprise tax bills
• Business owners who want a predictable financial plan for next year
• Anyone who wants to legally reduce taxes and reinvest more into wealth-building

Why You Should Listen:

Tax planning isn’t exciting, but it might be the highest ROI activity in your entire business. Marcus breaks down how simple planning, smart decisions, and understanding the rules can add tens or even hundreds of thousands of dollars to your bottom line.

Connect with Marcus Crigler:

• Website: https://beccfo.com/
• LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7
• Facebook: https://facebook.com/marcus.crigler

Most real estate entrepreneurs think they need more rentals, more revenue, or more marketing to break through. But often the real issue is hiding in their numbers.

For today's episode of Strength in Numbers Podcast, Marcus Crigler sits down with Felipe Bossans, co-founder and head of sales at 8020 REI, to talk about why so many investors stall out.

Felipe shares how 8020 REI went from wholesaling in Miami to building one of the most powerful predictive-data companies in the industry, what most investors get wrong about lead flow, and why understanding your numbers will determine your success.

You’ll Learn How To:

• Diagnose why your business growth has stalled
• Use predictive data to find better leads
• Stop wasting time and payroll on the wrong leads
• Identify “bad revenue” drifting your business off track

What You’ll Learn in This Episode:

(03:26) Why 8020 REI was born and how data gave them an edge

(05:33) The biggest marketing mistakes investors make

(07:43) Cost per acquisition vs. cost per appointment

(08:42) Why inconsistent leads create inconsistent cash flow

(10:55) The cost of chasing the wrong lead

(12:03) “Bad revenue” and why not every deal is worth doing

(14:19) How CFO review changed their investment strategy

(16:33) The real return on equity inside your rental portfolio

(19:02) Reasons to hate owning rentals

(24:03) Strong data = consistent leads = consistent profitability

(25:43) Take the cash and start reinvesting in things that drive longer-term value

(27:07) The three steps to wealth building

(29:26) Impact moments: building homes and building better teams

(30:37) The four levels of connection

(32:25) Healthy conflict, aggressive goals, and coordinated execution

(35:06) Educate yourself in financial literacy

Who This Episode Is For:

• Real estate entrepreneurs who feel stuck
• Investors with inconsistent lead flow or cash flow
• Operators who want higher profits
• Business owners who want to make better decisions based on data

Why You Should Listen:

If you feel like you are working twice as hard for half the results, you must listen to this episode. Felipe breaks down the real reasons businesses stall and how data, clarity, and financial literacy can create a breakthrough.

Connect with Felipe Bossans:

• Website: https://8020rei.com/
• Instagram: https://www.instagram.com/felipebossans/
• LinkedIn: https://www.linkedin.com/in/felipebossans/

Connect with Marcus Crigler:

• Website: https://beccfo.com/
• LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7
• Facebook: https://facebook.com/marcus.crigler

There are many CEOs with a big heart. They want their people to be successful, have this big vision, and drive within them, but they don't hold themselves accountable. There is a big difference between being a jerk and being accountable.

In today’s episode of the Strength in Numbers Podcast, Marcus Crigler sits down with Nathan Brooks, entrepreneur, investor, and co-founder of Arch Capital, to talk about the wake-up call that forced him to rethink everything: open-heart surgery.

Nathan also shares how his community showed up massively, and why that experience pushed him to rebuild his companies around tracking, accountability, and culture. Listen and enjoy the show!

You’ll Learn How To:

• Build a business that can operate without you
• Use tracking systems to diagnose problems
• Create accountability without hurting culture
• Raise capital through a debt fund the right way

What You’ll Learn in This Episode:

(02:18) Who is Nathan Brooks and the businesses he leads

(03:52) His open-heart surgery and the moment everything stopped

(06:26) The support he received from friends and the entrepreneur community

(11:19) Being a CEO vs operating inside those businesses

(12:00) The importance of tracking everything

(14:13) Why most entrepreneurs “ready–fire–aim” into problems

(16:21) Balancing accountability with culture and core values

(17:02) Using core values to lead hard conversations

(19:00) Why accountability must start with the CEO

(19:53) The power of clear numbers vs. emotional expectations

(21:05) Mission-driven teams vs. money-driven teams

(23:58) Why you must track numbers daily

(25:46) Real-world examples of time value, deal size, and ROI

(27:54) Cash flow is the foundation of every business

(29:13) Why cash conversion cycles determine who survives and who doesn’t

(32:16) Cash is the true backbone of any business

(34:25) The discipline of putting business profits straight into holding accounts

(36:01) Raising capital in a debt fund

(38:42) Why pooled funds reduce risk and simplify the process

(41:39) Nathan’s final advice on becoming a better decision-maker

Who This Episode Is For:

• Entrepreneurs who want a business that runs without their constant involvement
• Business owners who struggle with accountability
• Operators who are looking to build sellable, scalable companies
• Anyone wanting more liquidity, stability, and peace in their business

Why You Should Listen:

If you’re still running your business on gut instinct and endless hustle, this episode will show you what changes when you finally start tracking, delegating, and leading like a real CEO. The right systems don’t just save your business, they give you your life back.

Connect with Nathan Brooks:

• Website: https://archcapital.ai/
• Instagram: https://www.instagram.com/nathanbrooksrei/
• LinkedIn: https://www.linkedin.com/in/nathanbrooksrei/
• YouTube: https://www.youtube.com/@NathanBrooksRei

Connect with Marcus Crigler:

• Website: https://beccfo.com/
• LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7
• Facebook: https://facebook.com/marcus.crigler