Episode 54:  David Snider with Harness Wealth, & Ex-COO / CFO of Compass.  How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

Episode 54: David Snider with Harness Wealth, & Ex-COO / CFO of Compass. How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

David is one of the most successful individuals I have encountered in my life, and probably one of the top serial entrepreneurs in NYC in the last 10 years. Success can be defined in various ways, both subjectively and objectively. But to rattle off a few facts, David's completed his undergrad at Duke, attended HBS, & worked in the corporate field at Bain for a few years, published a book "Money Makers", (available on Amazon), all before turning 30.

We met around 8 years ago at Urban Compass, at a small loft office in Soho with just a few brokers and a dozen engineers. He started there as the COO, then eventually became the CFO & handled the financial operations of Compass until it became a $2B company.

Fast forward to today, David is the founder & CEO of Harness Wealth, an early-stage consumer wealth tech company dedicated to helping clients unlock financial opportunities to achieve their best financial future through their customized approach. Find out how:

-To pick the right team after a liquidity event

-Securing your financial future by picking you the right financial advisory team

-Tax structures that small business owners may not be aware of that is to the benefit of a business owner

Follow David on IG at @harnesswealth or his website www.harnesswealth.com.

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Episoder(141)

Title: Episode 141, Phase 1 NYC Pied A Terre Tax for Condos

Title: Episode 141, Phase 1 NYC Pied A Terre Tax for Condos

Today we're discussing NYC's newly implemented pied-à-terre tax on condominiums only.  We discussed co-ops last week, so they are the second-most-common inventory for NYC real estate buyers & owners. ...

18 Sep 17min

Title: Episode 140, NYC Pied-à-Terre Tax for Co-ops

Title: Episode 140, NYC Pied-à-Terre Tax for Co-ops

We're back on today's topic: the NYC Pied-à-terre tax, focusing purely on co-ops. The mathematics for co-ops is tricky & most definitely not what you think, or perhaps what the CITY thinks!

4 Sep 22min

Episode 139: Reese Chase, Compass South Florida. Boating Life Style, Florida Land, Representing Investors & The Housing Market

Episode 139: Reese Chase, Compass South Florida. Boating Life Style, Florida Land, Representing Investors & The Housing Market

Today on the show we’re joined by Reese Chase, Real Estate Advisor with Compass in South Florida.   Reese didn’t come up the traditional way. He got his start renovating investment properties—tearing...

7 Aug 31min

Episode 138: Tom Brady, Touchdowns Thrown in Commercial Real Estate

Episode 138: Tom Brady, Touchdowns Thrown in Commercial Real Estate

My special guest on this episode is none other than my friend who shares a name with one of the greatest quarterbacks of all time — but this is definitely not Tom Brady, the NFL legend. No touchdowns ...

11 Jun 55min

Episode 137: NYC Pied-à-Terre Tax Just Dropped: Who Actually Gets Hit? + Tax Hikes Then vs Now

Episode 137: NYC Pied-à-Terre Tax Just Dropped: Who Actually Gets Hit? + Tax Hikes Then vs Now

It’s officially the start of the summer season — and in true solo pod fashion, we’re kicking it off with a timely breakdown of the brand new NYC Pied-à-Terre Tax that just got enacted.   In this episo...

29 Mai 39min

Episode 136: Emergency Pod: NYC Pied A Terre Tax, The Goal, The Reality, The Problems, + A Letter from Vornado's CEO

Episode 136: Emergency Pod: NYC Pied A Terre Tax, The Goal, The Reality, The Problems, + A Letter from Vornado's CEO

Pleased to have my friend & industry veteran, Justin Rubinstein, founder of J. Rubinstein Homes, back on the pod. We jump on this quick episode to discuss the newly proposed pied-à-terre tax by Mayor ...

8 Mai 38min

Episode 135: Brandon Polakoff, Principal and Head of NYC Investment Sales of Avison Young

Episode 135: Brandon Polakoff, Principal and Head of NYC Investment Sales of Avison Young

Very excited to have Brandon Polakoff, Principal and Head of NYC Investment Sales at Avison Young, join us on this episode of the Real Takk Pod.  Based in the firm’s New York City office, Brandon lead...

17 Apr 1h 21min

Episode 134: Gabe Phillips, Founder & CEO of Catalyst Power

Episode 134: Gabe Phillips, Founder & CEO of Catalyst Power

I’m excited to bring Gabe Phillips onto The Real Takk Podcast. Gabe is the founder and CEO of Catalyst Power, a New York-based integrated energy company that’s helping mid-market commercial and indust...

27 Mar 1h 8min

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