The Road To Financial Freedom

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Welcome to The Road to Financial Freedom, CamaPlan’s Premiere Podcast! In each episode, you will learn from successful self-directed investors and the people creating wealth-generating investment opportunities for them. Hear their stories, strategies, tac

CamaPlan Podcasts


    • Jul 29, 2024 LATEST EPISODE
    • infrequent NEW EPISODES
    • 46m AVG DURATION
    • 108 EPISODES


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    Latest episodes from The Road To Financial Freedom

    S3, E40: People Over Profit, with Jay Newman

    Play Episode Listen Later Jul 29, 2024 54:31


    Today's guest, Jay Newman, left the tech world to advance holistic approaches to health and healing and is now busy influencing the use of wealth for doing good while spreading highly advanced antimicrobial ionic silver for immune support. He tells us about why academia wasn't right for him, his connection to Steve Jobs, and much more. To hear more about Jay and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Jay Newman: https://silver100.com/camaplanhttps://championsforhumanity.org/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E39: From Teacher to Private Money Lender, with Heather Dreves

    Play Episode Listen Later Dec 4, 2023 30:57


    Today's guest, Heather Dreves, is an author, speaker and 15+ year private money veteran, as Secured Investment Corp's Fund Manager. Heather has sold more than $100 million in Trust Deed Mortgages and raised over 30 million in Debt and Equity Funds. She talks about her move from teacher to passive investor and helping others do the same. To hear more about Heather and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Heather Dreves:LinkedIn: https://www.linkedin.com/in/heather-dreves Website: https://securedinvestmentcorp.com/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E38: Foreign Currency Trading, with Kevin Jefferson

    Play Episode Listen Later Nov 13, 2023 32:30


    Today's guest, Kevin Jefferson, is a graduate of the United States Military Academy at West Point and has served as a Field Artillery officer with rapid deployment units worldwide. He has been a financial professional for over 20 years, and has created a trading course that has positioned several of his students to replace their six-figure work incomes and significantly reduce their work hours. He's helped several client-partners achieve over five & six-figure incomes in less than 12 months. To hear more about Kevin and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Kevin Jefferson:Website: https://www.fmtrades.com/ YouTube: https://www.youtube.com/channel/UCUN9RJXmL1HklHj_rteD6pw?view_as=subscriber LinkedIn: https://www.linkedin.com/in/kevjeff/ Instagram: https://www.instagram.com/helpmademillionaire/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E37: Clarity in Leadership, with Margie Oleson

    Play Episode Listen Later Nov 6, 2023 32:36


    Today's guest, Margie Oleson, is an executive coach and leadership / team development expert with a doctorate in Organization Development. She delivers her coaching with practical strategies and actions for leaders and their leadership teams to build the right foundation for teamwork and productivity. Margie developed Top Team Accelerator, which helps senior leaders and their leadership teams build systems and habits for successful change and sustain improvements going forward. To hear more about Margie and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Margie Oleson:Website: https://www.oleson-consulting.com/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E36: Bite-Sized, with Noah Miller

    Play Episode Listen Later Oct 30, 2023 34:26


    Today's guest, Noah Miller, is the Founder and President of Royal Palm Funding, a private lender focused on short-term bridge loans in the sub $5MM space. Royal Palm Funding has a nationwide footprint with a focus on commercial real estate and single-family investment properties.  For more than a decade, Miller has been involved in all aspects of the commercial real estate investment lifecycle, specializing in multifamily, office, retail, and NNN asset classes. To hear more about Noah and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Noah Miller:Email: Noah@RoyalPalmFunding.comWebsite: www.RoyalPalmFunding.comFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E35: Single Tenant Commercial Real Estate, with Solomon Thomas

    Play Episode Listen Later Oct 3, 2023 34:26


    Today's guest, Solomon Thomas, is an expert in consulting across multiple industries in business development, marketing, and client retention. He has extensive experience in leading high-performance teams in robust solutions selling with complex, enterprise-level solutions as well as being experienced in workflow facility moves, and processes from billing to business modeling, identifying business trends with regards to management with appropriate thorough market research. Solomon has developed an exceptional ability to identify additional revenue streams, cultivate innovative thinking, and identify new business opportunities. To hear more about Solomon and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Solomon Thomas:Website: http://thomasmanagementrealestategroupllc.invportal.comSocial Media: @solomonsthomasEmail: admin@thomasmtrgrp.comFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E34: Circuit City's Return, with Ronny Shmoel

    Play Episode Listen Later Sep 25, 2023 42:38


    Today's guest, Ronny Shmoel, is a serial entrepreneur with a track record of multiple successful exits. He has been in the eCommerce and marketplace industry for over 20 years and has transformed struggling brands into successful ventures. Ronny's last eCommerce venture became one of the "Top 500 Internet companies in the US" for several consecutive years. He is widely respected in the business world and has been recognized numerous times for his groundbreaking accomplishments in the eCommerce and consumer electronics industries. To hear more about Ronny and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Ronny Shmoel:Website: https://www.circuitcity.comLinkedIn: https://www.linkedin.com/in/ronnyshmoel/Email: investor.relations@circuitcity.comFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E33: The Value of Due Diligence, with Peter Powers

    Play Episode Listen Later Sep 18, 2023 36:18


    Today's guest, Peter Powers, is the Co-Founder of SP Venture Partners, where he is primarily responsible for developing and maintaining relationships with owner/operators and family offices as well as leading the asset management team. Prior to founding SP Venture Partners, Peter led the real estate platforms for his family's investment office, MPI Family Office.  As head of MPI's real estate efforts, Peter focuses on the procurement of real estate investment opportunities, management of MPI's current portfolio of $850mm of real estate assets, and the development of co-investment relationships. Peter also helped pivot MPI's investment focus towards affordable housing through the development of a LIHTC investing platform and an adaptive reuse platform. To hear more about Peter and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Peter Powers:Website: https://spventurepartners.com/LinkedIn: https://www.linkedin.com/in/peter-powers-434116114/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E32: Childless Wealth, with Jay Zigmont

    Play Episode Listen Later Sep 11, 2023 33:15


    Today's guest, Jay Zigmont, is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealth” as well as the co-host of the Childfree Wealth podcast. To hear more about Jay and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Jay Zigmont:Website: https://childfreewealth.com Podcast: https://childfreewealth.buzzsprout.com  Instagram: https://instagram.com/childfreewealth For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E31: Oil and Gas Mineral Rights, with Troy Eckard

    Play Episode Listen Later Sep 5, 2023 35:19


    Today's guest, Troy Eckard, is the CEO of Eckard Enterprises, comes with 37 years of expertise and is a foremost authority on oil and gas direct ownership investing.   As of this recording, he and his 1,200 partners have co-invested in over 5,000 oil and gas producing wells, valued at just under $600M. He is not only a wealth of knowledge and successful investor, but he's a devoted family man who lives every single day to its fullest. To hear more about Troy and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Troy Eckard:Website: https://eckardenterprises.com/ Podcast: https://podcasts.apple.com/us/podcast/talk-with-the-texan-money-and-life/id1552804872 YouTube: https://www.youtube.com/@EckardEnterprisesLLCFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E30: Skin in the Game, with Suraj Jagannathan

    Play Episode Listen Later Aug 29, 2023 31:16


    Today's guest, Suraj Jagannathan, has served as a Strategic Partner at Trinity Investors since 2019. He is a 13-year veteran of Wall Street, trading institutional Mortgage-Backed Securities. He spent 8 years as a Vice President at Southwest/Hilltop Securities, then another 5 years as Managing Director at a boutique broker-dealer in New York. To hear more about Suraj and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Suraj Jagannathan:Website: https://www.trinityinvestors.com/surajFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E29: The Death of Common Sense, with Adonis Lockett

    Play Episode Listen Later Aug 14, 2023 35:25


    Today's guest, Adonis Lockett, is an engineer turned Business Owner, transitioning 10 years of corporate experience to founding Lockett-N-Homes, LNH Capital, & myRE360. He is the owner of a Debt fund, principal of a private money lending company, and an active Real estate investor. To hear more about Adonis and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Adonis Lockett:Website: www.LNHCapital.com/investEmail: Invest@LNHCapitalSocial Media: @AdonisLockettFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E28: Tax Deeds, Tax Liens, and Everything In-Between, with Jackie Jackson

    Play Episode Listen Later Aug 7, 2023 36:52


    Today's guest, Jackie Jackson, is a featured TEDx Speaker, author, and the #1 Real Estate Coach and Investor specializing in the Tax Lien & Tax Deed Investment Strategy for the entire United States. Jackie is the founder of the Tax Deed Genius Real Estate Investor Training Program and Tax Deed Genius Nationwide App, connecting to over 8,000 auctions across America. In Jackie's training program, she coaches new and experienced real estate entrepreneurs on how to successfully buy properties virtually from the comfort of their homes while earning major profits. To hear more about Jackie and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Jackie Jackson:Website: https://thejackiejackson.com/YouTube: https://youtube.com/@TheJackieJacksonInstagram: https://instagram.com/thejackiejacksonLinkedIn: https://www.linkedin.com/in/thejackiejacksonFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E27: A New Look at Single Family Real Estate, with Ty Lee

    Play Episode Listen Later Jul 10, 2023 29:50


    Today's guest, Ty Lee, is the Managing Director of Common Ground Capital Fund 2, LLC, where he brings over 19 years of architectural, construction and development experience to the organization. He is best known for creating award winning design, minimizing costs and maximizing operational efficiencies within real estate. Ty's background in architecture and real estate development provides a unique approach to the Fund business plan. Through an institutional approach to market research and analytics combined with award winning design perspective, Mr. Lee intends to create a residential product that will be differentiated within high demand markets. To hear more about Ty and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Ty Lee:Website: https://www.commonground-dev.com/LinkedIn: https://www.linkedin.com/company/common-ground-capital/ Blog/Guides: https://uncommonliving.net/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E26: The Power of Believing, with Nelson Chu

    Play Episode Listen Later Jul 3, 2023 36:01


    Today's guest, Nelson Chu, is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. He was first inspired to transform and modernize the private credit industry after working at several global financial institutions where he witnessed multiple inefficiencies. Wanting to address the lack of standardization, lack of transparency and limited access to private credit, Nelson founded Percent in 2018 and has been working to innovate the space since then. To hear more about Nelson and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Nelson Chu:Website: https://www.percent.comTwitter: https://twitter.com/investpercentLinkedIn: https://www.linkedin.com/company/percent-technologies/ Instagram: https://www.instagram.com/investpercent/ Facebook: https://www.facebook.com/investpercent/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E25: Profit First, with Rocky Lalvani

    Play Episode Listen Later Jun 26, 2023 31:24


    Today's guest, Rocky Lalvani, started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster. To hear more about Rocky and their story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Rocky Lalvani:Website: https://profitcomesfirst.com/  Podcast: https://richersoul.com/ LinkedIn: https://www.linkedin.com/in/rocky-lalvani/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E24: Finding your Niche with John Ross

    Play Episode Listen Later Jun 19, 2023 36:59


    Today's guest, John Ross, is the co-Founder and Senior Partner for Ross & Shoalmire, P.L.L.C. which was started with two laptop computers, a small table, and a singular goal to be the best resource in the community for Estate Planning, Elder Law, and Asset Protection. Since graduating from law school, John has had a distinguished legal career handling sophisticated matters for a wide range of clients. He was able to identify a niche that was fairly empty and decided that it would be his job to fill it. To hear more about John and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on John Ross:Firm website: www.rossandshoalmire.com Podcast website: www.bigpictureretirement.comFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E23: From Banking to Being the Bank, with Jamie Shulman

    Play Episode Listen Later Jun 12, 2023 30:01


    Today's guest, Jamie Shulman, is the co-Founder and Fund Manager for Meriwether Group Capital. He started Meriwether Group Capital after 27 years in commercial banking, and focuses on providing growth capital to growing, profitable businesses. When he left to form his own company, he underestimated just what the need for his business would be. To hear more about Jamie and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Jamie Shulman:Website: www.meriwethergroupcapital.com For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E22: Quitting Before it Was Cool, with Spencer Hilligoss

    Play Episode Listen Later Jun 5, 2023 34:50


    Today's guest, Spencer Hilligoss, is a passive investor who has deployed 7-figures of his own capital into passive investments in the past 6 years. In 2019, he retired from a 13-year career in Silicon Valley tech companies in order to give full focus to serving fellow investors in Madison Investing - a club where passive investors gain access to the same types of niche investment opportunities where he deploys his own money. To hear more about Spencer Hilligoss and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Spencer Hilligoss:Website: www.madisoninvesting.comFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E21: Failing Forward, with Nathan Payne

    Play Episode Listen Later May 29, 2023 33:10


    Today's guest, Nathan Payne, worked in door-to-door sales after college before getting into real estate. With no prior experience in real estate, he decided to learn by failing his way forward and 5 years later, he is the co-owner of Offer On Homes, his real estate investing company, and Investor Thrive, a coaching company dedicated to helping wholesalers and real estate investors acquire more real estate the painless way! To hear more about Nathan Payne and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Nathan Payne:Website: https://www.paynelesswholesaling.com/Facebook: https://www.facebook.com/nathancalvinpayne Instagram: https://www.instagram.com/nathanpayneofficial/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E20: Free from Tenants, Toilets and Trash with Scott Meyers

    Play Episode Listen Later May 15, 2023 34:09


    Today's guest, Scott Meyers, began his career in real estate before switching to a business "free from tenants, toilets, and trash!" Self-storage proved to be exactly what Scott was looking for, giving him more freedom and control over his investments. This also allowed Scott and his family to begin giving back through the building of houses in the Dominican Republic. To hear more about Scott Meyers and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Scott Meyers:Facebook: https://www.facebook.com/selfstorageinvesting Twitter: https://twitter.com/SelfStorageGuy LinkedIn: https://www.linkedin.com/in/scottameyers/ YouTube: https://www.youtube.com/user/SelfStorageInvesting Instagram: https://www.instagram.com/self_storage_investing/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E19: How Parkinson's Changed Her World with Valerie Shirah

    Play Episode Listen Later May 8, 2023 33:07


    Today's guest, Valerie Shirah, had her entire outlook on life change when her 35-year-old husband was diagnosed with Parkinson's disease. They quickly needed to figure out how they would support their family without his W2 income. Thankfully, this led them to investing, virtual assistants, and much more. To hear more about Valerie Shirah and her story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Valerie Shirah:Link Tree: https://linktr.ee/valerieshirahFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E18: The Shred Method with Adam Carroll

    Play Episode Listen Later May 2, 2023 41:21


    Today's guest, Adam Carroll, has been on a journey that includes playing monopoly with his kids for thousands of dollars, reading 120 books in two years, and a viral TED Talk. He's spent the past decade studying human behavior in an effort to understand how and why we handle money the way we do. To hear more about Adam Carroll and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Adam Carroll:Website: www.TheShredMethod.comWebsite: www.AdamCarroll.infoTED Talk: https://youtu.be/_VB39Jo8mAQ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E17: Surviving Self Storage with Travis Baucom

    Play Episode Listen Later Apr 24, 2023 36:43


    Today's guest, Travis Baucom, started his journey by investing in housing, before reaching a point of no return. He decided to completely change lanes and get into the world of self storage. He found this to be much more manageable, and allowed him to spend more time with his family. To hear more about Travis Baucom and his story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Travis Baucom:Website: https://balcomiecapital.com/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E16: Money Made Easy with Allison Baggerly (Part 2)

    Play Episode Listen Later Apr 17, 2023 32:19


    Today's guest, Allison Baggerly, is a recently published author following the release of her book "Money Made Easy", where she details the solution for budgeting, changing your money mindset, and reaching your financial goals. She talks about the changes she has had to make in her life, from childhood to parenthood, to land where she is today. To hear more about Allison Baggerly and her story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Allison Baggerly:Website: https://inspiredbudget.com/Instagram: https://www.instagram.com/inspiredbudget/Tiktok: https://www.tiktok.com/@inspiredbudget?lang=enBook: https://inspiredbudget.com/moneymadeeasyFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E15: From Teacher to Entrepreneur with Allison Baggerly

    Play Episode Listen Later Apr 10, 2023 38:08


    Today's guest, Allison Baggerly, is a leading expert in money management with a focus on helping women break free from the paycheck-to-paycheck cycle and start building wealth. From the classroom to full-time CEO of Inspired Budget, Allison has been able to help thousands of women learn to budget, pay off debt, save, and invest for their future. To hear more about Allison Baggerly and her story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Allison Baggerly:Website: https://inspiredbudget.com/Instagram: https://www.instagram.com/inspiredbudget/ Tiktok: https://www.tiktok.com/@inspiredbudget?lang=en Book: https://inspiredbudget.com/moneymadeeasyFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E14: Creating His Own "Beautiful Island" with Jim Lee

    Play Episode Listen Later Apr 3, 2023 27:35


    Today's guest, Jim Lee, started his career as an inside sales representative for LoopNet/Costar. By being the top sales rep and winning a $50k sales incentive bonus, he used that savings to purchase his first 2 bed/1  bath condo and learn the importance of having multiple  streams of income. Now through real estate syndication,  he is invested in over 600 units in the past 2 years where  he has participated as a general partner/limited partner. To hear more about Jim Lee and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Jim Lee:Website: https://formosainvesting.com/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E13: The Only Universally Valuable Asset with Simon Popple

    Play Episode Listen Later Mar 27, 2023 35:43


    Today's guest, Simon Popple, is a recognized expert on the gold sector and is regularly used by IG Index and Stockhead amongst others for his view on the sector. He's recently written a book - "Investing in a Recession - Time to Think About Gold", a great beginner's guide to investing in gold. To hear more about Simon Popple and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Simon Popple:Website: www.brookvillecapital.comFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E12: Finding your Passion, and the Strength to Follow It with David Pupo

    Play Episode Listen Later Mar 20, 2023 32:57


    Today's guest, David Pupo, is a real estate professional in Florida who has done hundreds of deals and is committed to bringing value to his clients by helping them navigate the complex process of buying or selling real estate. He's learned from mistakes, made changes as he goes, and has embraced his new role as a mentor in the real estate space, all in pursuit of a life that allows him to follow his passion. To hear more about David Pupo and his story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on David Pupo:Website: Tripleoffer.com Instagram: @DollarsWithDavidTikTok: @DollarsWithDavidFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E11: Making Money on the One Resource Found in Everything with Grant Norwood

    Play Episode Listen Later Mar 13, 2023 34:52


    Today's guest, Grant Norwood, knew lots of people with jobs in the oil and gas industry, but he wanted more. He wanted to run the show. He took an unconventional approach to building his career — a series of entry-level jobs in different departments of different oil companies, never more than six-months to a year, learning the business in the trenches from all sides. The years in grunt-level positions paid off. Now Norwood Energy Corp fills a lucrative niche in the oil business — recognizing opportunity hotspots in undiscovered areas of the country where they can operate significantly below what it costs the Exxons and the Chevrons of the world to operate. To hear more about Grant Norwood and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.  FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Grant Norwood:Website: https://norwoodenergycorp.com/LinkedIn: https://www.linkedin.com/in/grant-norwood-999a13186/Instagram: https://www.instagram.com/grant.norwood0/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E10: Knocking over Buildings with Ed Mathews

    Play Episode Listen Later Mar 6, 2023 41:34


    Today's guest, Ed Mathews, has been a real estate investor since 2010. He spent 25+ years working for Silicon Valley start-ups. He bought his first rental property in 2010 and built his investing business, Clark St Properties, part-time. In 2018, Ed left the corporate rat race and now invests in flips and rental properties in Connecticut, Vermont, and Rhode Island. Through the years he's learned that if he takes care of his tenants, they will take care of him. He didn't get there without knocking over a few buildings along the way, however. To hear more about Ed Mathews and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.  For more information on Ed Mathews:Company Website: https://www.clarkst.comFacebook: https://www.facebook.com/ed.mathews4LinkedIn: https://www.linkedin.com/in/edmathewsInstagram: https://www.instagram.com/edmathewsFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E9: Making Money Through ATMs with Bronson Hill

    Play Episode Listen Later Feb 27, 2023 28:59


    Today's guest, Bronson Hill, is a general partner in 2,000 multifamily units worth over $200M. Bronson co-leads a large in person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily. He understands the investor mindset, having spoken individually over the phone with over 1300 investors and having raised over $30M for real estate and his ATM Machine Fund deals. To hear more about Bronson Hill and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.  For more information on Bronson Hill:Company Website: https://www.BronsonEquity.comFacebook: https://www.facebook.com/BronsonEquityLinkedIn: https://www.linkedin.com/company/bronson-equity/mycompanyYouTube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfgInstagram: https://www.instagram.com/bronsonequity/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E8: The 3 Pillars of Real Estate Investing with Denise Piazza

    Play Episode Listen Later Feb 20, 2023 36:05


    Today's guest, Denise Piazza, loves numbers as much as her husband, which means they have doomed their kids to having no chance of being cool. Numbers, however, are critical to the way Denise approaches real estate investing. She has written an article on 50 questions she wishes she had asked before she started investing and has since come up with what she considers to be the 3 pillars of real estate investing. The market, the deal and the team. These are what she considers the most important parts to consider when investing in real estate. Between these pillars, and the questions she now knows to ask, she has learned a lot since she first began in real estate. To hear more about Denise Piazza and her story, please make sure to tune into this week's episode of The Road to Financial Freedom.  For more information on Denise Piazza:Company Website: https://www.OneStreetCapital.com 50 Questions Article: https://www.camaplan.com/50-questions-to-ask-before-investing-in-a-real-estate/  For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E7: From the NHL to Virtual Assistants with Bob Lachance

    Play Episode Listen Later Feb 13, 2023 29:16


    Today's guest, Bob Lachance, is the founder and CEO of premiere Virtual Assistant staffing company REVA Global that helps real estate professionals get their time back and close more deals. Everything changed for Bob Lachance when he had an “a-ha” moment. A veteran of over 1,500 real estate investments, he had been helping real estate coaching programs build out their back end, and he was faced with the eternal problem: Once you close the deal with a new coaching client, how do you get them to succeed? What obstacles need to be removed so they get the results they are looking for? The breakthrough came when he realized that most of the coaching students didn't lack knowledge, access to funds, or even courage. What they lacked was time. To hear more about Bob Lachance and his story, please make sure to tune into this week's episode of The Road to Financial Freedom. For more information on Bob Lachance:Company Website: www.revaglobal.com LinkedIn: https://www.linkedin.com/company/reva-global-llc  Instagram: https://www.instagram.com/revaglobalva Facebook: https://www.facebook.com/trainedvirtualassistants YouTube: https://www.youtube.com/@revaglobal For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E6: Making a Difference and a Profit in Colombian Coffee with Josh Ziegelbaum

    Play Episode Listen Later Feb 6, 2023 31:02


    Today's guest, Josh Ziegelbaum, comes from the Legacy Group, where he is responsible for investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. When Legacy Group decided to make a modest entry into the Colombian Coffee business in 2017, they quickly discovered they were thinking too small. Fast forward to today. The resulting US-based company, Green Coffee Company, has become the largest producer of Colombian coffee in the world, with over 1,000 employees in the US and Colombia. But it's not just about money. Legacy Group is an “impact investment” fund, concerned not just with the bottom line but on doing the right thing — for employees and for the planet. This includes implementing sustainable farming practices, including reduced water consumption, reduced waste, on-site solar power production, and elimination of plastic consumption. To hear more about Josh Ziegelbaum and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.For more information on Josh Ziegelbaum:Company Website: https://legacy-group.co/ LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/  Instagram: https://www.instagram.com/legacygroupinvestments/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E5: Housing, Food, and Energy - Investing Like the Rich Do with Patrick Grimes

    Play Episode Listen Later Jan 30, 2023 35:37


    Today's guest, Patrick Grimes, is a design engineer and CEO and Founder of Invest on Main Street, LLC. Like so many real estate investors, Patrick Grimes learned a lot of lessons the hard way in 2008 and 2009. Having begun investing in single-family homes in 2006, he found himself at the top of a market that (supposedly) had no top. Since all single-family loans are full-recourse loans, the banks came not just for the affected properties, but for all of Grimes' assets. He lost everything. It took him years to recover. Today, the situation is much different. As the founder and CEO of Invest On Main Street, he manages a portfolio of thousands of apartment units — all with the benefit of non-recourse loans and economies of scale. To hear more about Patrick Grimes and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.For more information on Patrick Grimes:Facebook: www.facebook.com/InvestOnMainStreetLinkedIn: www.linkedin.com/in/patricksgrimesInstagram: www.instagram.com/invest_on_main_street/For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E4: Opportunity Zones and the “Core Four” with Mike Hardy

    Play Episode Listen Later Jan 23, 2023 40:59


    Today's guest, Mike Hardy, co-founder and principal of the CYRUS OZ Fund, found himself shocked when he first began to learn about Opportunity Zones, thinking they were too good to be true. Adopted in 2017 to help drive investment to areas in decline, this little-known temporary initiative allowed states to designate regions as “opportunity zones,” and private investors would enjoy tax benefits until at least 2026 — longer, if the government decides to extend it. Mike Hardy took advantage of this, and used his systematic approach to help others do the same. To hear more about Mike Hardy and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.For more information on Mike Hardy:Website Link: https://www.cyrusozfund.com LinkedIn: https://www.linkedin.com/in/mhardy/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E3: Investing Lessons Learned on the Basketball Court with Brian Grimes

    Play Episode Listen Later Jan 16, 2023 40:12


    Today's guest, Brian Grimes, founder of 24/7 Cash Flow University, started his career as a financial advisor before he began attacking real estate investing with the same vigor he used to attack basketball. Grimes didn't play for the NBA - but at 6'4" was nationally ranked by the age of 14, and when he was a freshman in high school, he flew to Akron to play a high school junior named LeBron James. It was during this period of his life that he learned life lessons that ultimately led to his success in the real estate space and gave him the ability to create affordable housing where none existed before. His "co-living" renovations in Philadelphia gave many the opportunity to reclaim lost communities in a time when it was very much needed. To hear more about Brian Grimes and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.For more information on Brian Grimes:Website Link: https://247cashflowuniversity.orgYouTube Link: https://www.youtube.com/@BrianLovesCashFlowPodcast Other Appearances: https://workwithgrimes.com/podcast1667583103574For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E2: Helping People Keep Their Homes with Tanya Brown

    Play Episode Listen Later Jan 9, 2023 30:04


    Today's guest, Tanya Brown, first dabbled in real estate as a landlord, but made the rookie mistake of renting her property to her family members. It wasn't until she came across note investing that she found her niche -- and that niche is being the bank, as opposed to being the buyer or seller.  She found it was more rewarding to keep the note rather than hope to get the property back. Whereas wholesalers and fix-and-flip investors specialize in getting people out of their homes, as a note investor Brown gets to keep people in their homes. For more information on Tanya Brown:Website: https://www.pierharbor.com DMV Note Network: https://pierharbor.com/dmv-meetup/ LinkedIn: https://www.linkedin.com/in/tcbrownmba/ Instagram: @pierharborgroupFor more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S3, E1: The "Time Freedom Point" with Axel Meierhoefer

    Play Episode Play 57 sec Highlight Listen Later Jan 2, 2023 42:29


    Today's guest, Axel Meierhofer, founder of idealwealthgrower.com and host of the Ideal Wealth Grower Podcast, began coaching real estate investors for an unusual reason — he has a passion for making sure people in his care don't die. Not that he has a particularly deadly approach to real estate investing. It's just that as a mentor and a leader, he cut his teeth as a German Air Force pilot, helping students learn how to pilot military aircraft — like Top Gun, only German. Meierhoffer's goal with new coaching recruits is to identify the “Time Freedom Point” — a volume of passive cash flow where you are able to start reclaiming your time, no longer dependent on a job to provide for your necessities or even your luxuries. To hear more about Axel Meierhoefer and his next moves, please make sure to tune into this week's episode of The Road to Financial Freedom. For more information on Axel Meierhoefer:Website Link: https://www.idealwealthgrower.com/Podcast Link: https://www.theidealinvestorshow.buzzsprout.com/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E22: Measuring Wealth Through the Decades, with Omni Casey

    Play Episode Play 30 sec Highlight Listen Later Dec 26, 2022 42:00


    Today's guest was obsessed during his 20s with obtaining financial freedom. His goal was to be able to retire as early as possible because he wanted to eliminate the need for money. Once he hit his goal, it turns out that retirement just wasn't for him. In his 30s, he started to think about different roles and projects that he wanted to accomplish. He started what is called the Cash Flow Breakfast Club, where he mentors like-minded people in real estate ventures and helps them connect with others of similar interests. Now, in his 40s he is looking to sustain generational wealth by being active in many different business opportunities. To hear more about Onmi Casey and his next moves, please make sure to tune into this week's episode of The Road to Financial Freedom. For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform! For more information on Omni Casey:Info about the $3B project and syndication: https://rei.omnitheinvestorguy.com/CFDP-signup Facebook link: https://www.facebook.com/omnitheinvestorguy/ Instagram link: https://www.instagram.com/omnitheinvestorguy/  LinkedIn link: https://www.linkedin.com/in/omnitheinvestorguy/ YouTube link: https://www.youtube.com/c/OmniTheInvestorGuy  CamaPlan SDIRA, LLC CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    Investing from a Young Age, Makes for a Secure Future, with Erik Smolinski

    Play Episode Play 30 sec Highlight Listen Later Dec 19, 2022 43:59


    Today's guest, Erik Smolinski, learned about investing at a young age. He was taught by a man he lovingly, refers to as his “stepdad,” and will always be grateful for his teachings. His motivation to learn was his mother, who raised him and his brother by herself. He wanted to make sure that he had a secure financial life ahead of him and also to be able to take care of his mother. Over the past 15 years he has become a derivatives trader, a Marine vet, and avid investor, which includes Angel Investing. To hear more of Erik's story, please be sure to tune into this week's episode of The Road to Financial Future.For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform! For more information on Erik Smolinski:Website: www.esinvests.comYouTube: www.youtube.com/esinvests Discord: discord.com/invite/hYGZUEJpve Twitter: https://twitter.com/esInvests CamaPlan SDIRA, LLC CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E20: Turing Property into Gold, with Simon Popple

    Play Episode Play 30 sec Highlight Listen Later Dec 12, 2022 35:17


    Today's guest started his career as a property fund manager, and when the 2008 crash happened, he needed to rethink his future endeavors. He started to learn more about commodities and how they can be, “the future,” since, for example, gold, cannot be printed. Gold has been a known and used currency since the beginning of time and its usually the basis of most currency systems today. To understand more about his findings, please tune into this week's episode, featuring Simon Popple. For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform! For more information on Simon Popple:Website: www.brookvillecapital.com CamaPlan SDIRA, LLC CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E19: From Wall Street to Main Street; all that Lay in Between, with Kevin Amolsch

    Play Episode Play 30 sec Highlight Listen Later Dec 5, 2022 29:38


    Kevin Amolsch is a successful real estate investor and private money lender. After college, he spent two years working with Wall Street as a Mortgage Bond Analyst before leaving to work in real estate financing for investors full time. He and his companies have closed on over 2,200 transactions as a buyer, seller, or private money lender. He currently manages multiple mortgage funds with more than $750 million in closed loans.  He has spent 2 decades as a real estate investor and 16 years in real estate lending. He is the author of 45-Day Investor, a frequent speaker, and has been quoted in The Las Vegas Review Journal as well as many other journalistic outlets.  For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!For more information on Kevin Amolsch:Website: https://pinefinancialgroup.com/our-team/kevin-amolsch/ Youtube: www.YourTube.com/pinefinancial LinkedIn: https://www.linkedin.com/in/kevinamolsch/  Book on Amazon: 45dayinvestor.comCamaPlan SDIRA, LLC CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E18: Becoming a Passive Cash Flow Leader, Using a Deferred Sales Trust, with Brett Swarts

    Play Episode Play 36 sec Highlight Listen Later Nov 28, 2022 35:58


    As a child, today's guest grew up learning about real estate investing, experiencing it, first hand. His parents were avid investors, rental owners, and developers of land and real estate. He fell in love with being an entrepreneur at a young age but did not know that he would end up in real estate for his future career. During his college internship at a commercial real estate brokerage firm, he learned the magic of using 1031 exchanges and deferred sales trust which would change his and his client's lives for the better. Make sure to hear Brett Swarts full story on this week's episode where he talks about many different methods that his team has to offer his clients, and maybe you will want to become a client as well!  For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow and share on your favorite podcasting platform! For more information on Brett Swarts:Website: https://capitalgainstaxsolutions.com/ Business Facebook: https://www.facebook.com/capitalgainstaxsolutions/ Youtube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA Linkedin Business page: https://www.linkedin.com/company/19201493/Bigger Pockets page: https://www.biggerpockets.com/users/brettswarts The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E17: From Payroll to Pilot, What More Could You Ask of Mr. Charles Read?

    Play Episode Play 40 sec Highlight Listen Later Nov 22, 2022 31:01


    Today's guest goes by many titles, CPA, U.S. Tax Court Practitioner (USTCP), member of the Internal Revenue Service Advisory Council (IRSAC) CEO, Entrepreneur, Pilot, Husband, and Dad. Whew, that was mouth full! He may go by many titles, but he is also funny to boot! Charles and TRTFF conduct a fabulous chat about his experiences throughout the years, his adventures and life lessons. Make sure to tune into hear all of the fabulous stories that this gentleman shares with us, and you might even learn some valuable life lessons.For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow and share on your favorite podcasting platform!For more information on Charles Read:Book: https://getpayroll.com/why-getpayroll/about-charles-read/ Facebook: https://www.facebook.com/GetPayroll/ Twitter: https://twitter.com/getpayroll LinkedIn: https://www.linkedin.com/company/getpayroll Youtube: https://www.youtube.com/channel/UCxs-_RwC9NgfUcqbwvEaMIQ The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E16: From the Navy to Living in Paradise and the Journey in Between, with Mike Cavaggioni

    Play Episode Play 36 sec Highlight Listen Later Nov 14, 2022 42:39


    Listening to a Podcast is always a great way to learn about different areas of interest. Today's guest Mike Cavaggioni is an avid podcaster, starting his career in the Navy and from there, was able to move to his paradise of Hawaii. Throughout his career as a licensed Real Estate investor he has focused on learning and helping others succeed in their financial freedom journeys along with him through means of Average Joe's Finances. To hear more about Mike's journey, make sure to tune into today's episode!For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdARemember to like, follow and share on your favorite podcasting platform!For more information on Mike Cavaggioni:Personal Website: https://mikecavaggioni.comAverage Joe Finances: https://averagejoefinances.com Podcast Website: https://averagejoefinancespod.com    Facebook: https://facebook.com/michael.cavaggioni      AJF Facebook Page: https://facebook.com/averagejoefinances AJF Facebook Group: https://www.facebook.com/groups/averagejoefinances Instagram: https://instagram.com/mikecavaggioni LinkedIn: https://www.linkedin.com/in/mikecavaggioni/ Twitter: https://twitter.com/avgjoe_finances   YouTube: https://youtube.com/averagejoefinancesTikTok: https://tiktok.com/@mikecavaggioniThe Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E15: The Things School Never Taught Us, with Randy Kujawa

    Play Episode Play 32 sec Highlight Listen Later Nov 7, 2022 36:25


    It's a well-known fact that schools, for the most part, do not teach students about investing into the stock market. There are children and adults alike that do not completely understand how the stock market works and the benefits of a well-rounded portfolio. This week's guest is doing his best to educate people of all ages on this subject matter. He has created an animated series that follows a character through the ups and downs in his investing journey and shows the different outcomes of the market. It's going to be more than a series of animated shorts, with tons of content to help teachers, parents, and children of all ages the importance of learning how investing can be beneficial to their lives. Make sure to check out the full episode and hear the big things Randy Kujawa has planned for this endeavor.  For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdA Remember to like, follow and share on your favorite podcasting platform! For more information on Randy Kujawa:Website: https://linktr.ee/toiletpaperhandsThe Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E14: Transforming the Real Estate Investing Industry, One Company at a Time, with David Richter

    Play Episode Play 33 sec Highlight Listen Later Oct 31, 2022 37:08


    Being a business owner is hard, it's even harder figuring out all the logistics that make a business grow. Money comes in and money goes out, but if you are not specialized in accounting can you fully understand where the money goes? Today's guest was in this exact situation and was stuck in a rut until he had a great idea to use his specific talents as a real estate investor to be able to look at the business as a whole and see what changes he could make. He's an author of Profit First for Real Estate Investing and the founding owner of SimpleCFO, which helps entrepreneurs by placing a CFO into the business to oversee what is happening and help make the changes necessary for the company's success. For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ LinkPage: https://linkpages.pro/EclTdA Remember to like, follow and share on your favorite podcasting platform!For more information on David Richter:Private Access Facebook Group: https://www.facebook.com/groups/ProfitFirstREI Free gift: https://simplecfo.com/gift/ Profit First Book: https://www.amazon.com/Profit-First-Real-Estate-Investing/dp/1737514818/ref=sr_1_1?crid=3OW9PF3XFHXLF&keywords=profit+first+for+real+estate+investing+david+richter&qid=1660572471&sprefix=profit+first+for+real+estate+investing+david+richter%2Caps%2C405&sr=8-1 Website: www.simplecfosolutions.com CamaPlan SDIRA, LLC CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E13: Transitioning from Engineering Major to Real Estate Investor, Overnight, with Hoan Thai

    Play Episode Play 30 sec Highlight Listen Later Oct 24, 2022 64:03


    In the world of real estate investing, it is very common to see investors changing their trajectory of careers, from what they thought they wanted to do, to what they actually do for a living. Most children do not dream of being a real estate investor, especially if they do not have prior exposure to it, from family members or their surrounding environment. This is the exact story of Today's guest, Hoan Thai. He grew up knowing he was going to go to college and get a great job with an engineering degree. Little did he know how boring it could be and he would be wanting more out of life and his career. That's when he picked up the book, “Rich Dad, Poor Dad,” and his eyes were opened to a whole new world of opportunities. To find out more about Hoan's journey, make sure to tune into episode, lucky Thirteen, of The Road to Financial Freedom!  For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ Remember to like, follow and share on your favorite podcasting platform! For more information on Hoan Thai:YouTube: https://www.youtube.com/c/HoanZoneWebsite: https://www.hoanzone.com/ Instagram: https://www.instagram.com/hoanzone/ The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

    S2, E12: Owning 40 Investment Properties Before the Age of 40, with Luke Andrews

    Play Episode Play 27 sec Highlight Listen Later Oct 17, 2022 44:37


     Starting out in the corporate world, today's guest went from a sales insurance agent, moved into a leadership role, then wound up in a marketing position. He started the new position and made a friend along the way. His friend was interested in real estate, and they would spend their free time talking about real estate investing. Talking, lead to a partnership between the two, and luck seemed to hit at the same time, about 13 rental properties fell into their hands, but no experience on what to do next. Fast forward nine years and Luke Andrew's next goal is to purchase 40 investment properties before he reached 40 years old. To find out if he met that goal, make sure to tune into this week's episode! For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Facebook: https://www.facebook.com/CamaPlanPodcast/ Instagram: https://www.instagram.com/theroadtofinancialfreedompod/ Remember to like, follow, and share on your favorite podcasting platform! For more information on Luke Andrews:Book: www.10InvestorMistakes.com Website: www.LukeAndrews.us LinkedIn: https://www.linkedin.com/in/salesandnegotiationcoach/ Email: Luke@LukeAndrews.us CamaPlan SDIRA, LLC CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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