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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at or by calling 800-527-1155.

Aug 12, 2022

Today’s show will be a little bit different than most of our previous ones but we think you’ll get a lot out of this. Josh and Charlene Dearing are a local husband and wife team in the Charlotte area of North Carolina, and they bring years of experience in real estate.

We wanted to pick their brain on starting a business together and building a team as partners. We have plenty of our small business owners and advisors in a similar position so we think there’s a lot to glean from this conversation. Hopefully, you can pick up on strategies, processes, and how to find success in this setup.  

Plus, the real estate market has been roaring these past few years so we want to find out what trends they’re currently seeing and how real estate is being used more and more in retirement planning.

Here is some of what you’ll learn on this episode:

  • How they capitalized on a relationship with a well-known broker to implement a new strategy and help manage their talent. (4:06)
  • What strategies do they use for marketing and branding? (12:18)
  • How are retirees and pre-retirees using real estate as part of their retirement plan and how have trends changed? (18:03)
  • The husband-wife dynamic and how they balance that in day-to-day operations. (21:53)
  • Advice they’d give people who are thinking about starting their own business or just getting started. (25:21)


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