Episode Details

A great pitch doesn’t mean a great investment. And trusting someone with your money doesn’t mean you can stop paying attention.

Real estate CPA, investor, and author Ted Lanzaro joins Ted Kaasch & Owen Dashner on The Kash and Dash Show to talk about what happens when investors overlook the numbers. He works with more than 100 investment groups—but says he’d invest his own money with only about five. His reasons are worth hearing before you write your next check.

Ted shares stories from his forensic accounting work, including a bookkeeper who stole from a business for 20 years without getting caught. He also explains how rising expenses and risky debt can sink real estate deals, why “passive” investing still takes work, and why sending more money into a struggling investment deserves a closer look.

The conversation gets personal as Ted walks through his own investing mistakes, missed opportunities, and decision to step back from flipping houses to focus on his CPA business and family. We also discuss why your CPA should be part of the conversation before you buy or sell—not just when it’s time to file your taxes.

Ted introduces his book, Year-Round Tax Planning for Real Estate Investors, and the Landmark Wealth Framework, along with plans for free educational resources to help investors make more informed decisions. Watch for follow-up details about his book and resources through The Kash and Dash Show and Omaha REIA.

Subscribe or follow The Kash and Dash Show for honest conversations about real estate, business, and the lessons that come with both. Share this episode with someone you invest with, and let us know in the comments: What’s one red flag that makes you walk away from a deal?

Watch this episode on our YT Channel 👉 https://youtu.be/a5z84XLFXyE

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