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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!!
Today's episode is the next in my series covering some of the key tax benefits of investing in real estate and my guests are the CamaPlan duo of Joe Fulvio and Will Mucker. CamaPlan is a company that specializes in self-directed IRAs (SDIRAs) and Joe and Will share their insights into how to create SDIRAs, the regulations around them, and how they can be used by real estate investors. We begin by defining SDIRAs and exploring how they differ from traditional IRAs and 401(k)s and then we focus on how investors can use these accounts to invest in real estate syndications to generate tax deferred (or tax free) returns. A significant portion of our discussion covers the tax implications of using an SDIRA and the push back you may have heard from your accountant – as I did when I first researched this type of retirement planning. We cover the concepts of UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt-Financed Income), which can trigger taxes within the SDIRA under certain circumstances and is what led to my accountant advising (erroneously it turns out) against using these instruments. You'll learn two main things from today's podcast; one, you should definitely investigate setting up and SDIRA if you have not already done so, and two, to ask your accountant for more information. These things are not as easy as they appear at first glance so working with someone knowledgeable is going to be important. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here.
Seasoned investor and industry expert Carl Fischer shares invaluable insights garnered from his extensive experience working with over 7,000 investors through the CamaPlan platform. Carl has executed strategies and overseen multimillion-dollar real estate deals. His investment portfolio spans across both commercial and residential properties, encompassing real estate assets, promissory notes, and mortgages. Tune in to discover the top 5 insights gleaned from working alongside thousands of investors, and embark on a journey towards unlocking your full potential in the world of finance.
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!!
Unlock the potential of self-directed Individual Retirement Accounts (IRAs) for real estate investments in the latest episode of the Quiet Wealth podcast. Join host Camilla Jeffs as she sits down with Maggie Polisano, the founder of CamaPlan, to unveil the benefits, tax advantages, and process of investing through self-directed retirement accounts.In this episode, Camilla and Maggie explore the world of self-directed IRAs, discussing the tax advantages that come with these accounts and offering valuable insights into the investment process. They highlight the significant role of financial education and emphasize the importance of diversifying investments for long-term wealth creation.What makes this episode truly fascinating is Maggie's personal journey of launching CamaPlan, a company that facilitates real estate investments through retirement plans. Her experiences and expertise provide listeners with a unique perspective on navigating the realm of self-directed IRAs.Don't miss out on this episode filled with investing wisdom. Learn how to leverage self-directed IRAs for real estate investments and secure your financial future. Tune in to the Quiet Wealth podcast with Camilla Jeffs and Maggie Polisano now!In this episode, we talk about:[01:56] Maggie's experience of launching her business, CamaPlan, with her brother and how they navigated working together as a family.[09:52] The benefits of using self-directed retirement accounts for investing and how it can be a powerful tool for estate planning and raising capital.[11:09] Tax advantages of investing in real estate within retirement accounts and the importance of utilizing self-directed accounts[12:00] Eligibility and benefits of opening a Roth IRA for children, including tax-free earnings and passing on a legacy[14:49] The need to continually learn and adapt in investing, as rules change and new opportunities arise, particularly in utilizing retirement accounts for real estate investments[20:28] Using self-directed accounts for real estate investments and the benefits it offers[21:10] Teaching kids about money, consumerism, and the importance of understanding the value of purchases[29:53] The benefits of using self-directed retirement accounts for real estate investments and the streamlined process of investing in real estate through retirement plansConnect with Maggie PolisanoCamaPlan - https://www.camaplan.com/about-us/===Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today productions@abbyguaki.com and start the conversation. She's not just your podcast manager; she's your partner in success!Get ready to hit record, and let Abby take care of the rest.===Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! https://steadystreaminvestments.com/masterclass/ Follow us at https://www.facebook.com/steadystreaminvestments https://www.instagram.com/quietwealthcommunity/ https://www.tiktok.com/@quietwealth https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ https://www.linkedin.com/company/steady-stream-investments
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!!
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!!
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!!
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!!
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!!
Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation. Fast forward to today, and Carl is one of the founders and principals of CAMA Self-Directed IRA, LLC, doing business as CamaPlan. With over 20 million dollars in real estate transactions under his belt, Carl has certainly made a mark in the industry. His real estate portfolio spans both commercial and residential properties, including real property, notes, and mortgages. One of the core themes of this conversation revolved around self-directed retirement accounts, a niche but powerful tool for wealth building. Carl stressed the importance of understanding how IRAs and 401(k)s can be self-directed to invest in a variety of assets, including real estate. He shared practical insights into the benefits and intricacies of these accounts, which can offer individuals greater control over their financial future. This episode is a deep dive into the world of self-directed retirement accounts, real estate investing, and the intersection of technical knowledge with financial acumen. Carl's unique journey, coupled with his commitment to education and helping others achieve financial independence, will leave you with a wealth of knowledge and inspiration. In this episode, we talked about: Exploring the concept of self-directed IRAs and 401(k)s. Enhanced Qualified Retirement Plan and Self-directed IRAs Strategies for using retirement accounts to invest in various assets, including real estate Leveraging investments while maintaining tax advantages Unrelated Business Income Tax (UBIT) and how it works Connect with Carl Fischer: Website: https://www.camaplan.com/ Linkedin: https://www.linkedin.com/company/camaplan/ Personal Linkedin: https://www.linkedin.com/in/camaplan/ Contact: https://www.camaplan.com/contact-us/ Facebook: https://www.facebook.com/camaplan Youtube: https://www.youtube.com/camaplan1 Instagram: https://www.instagram.com/cama_plan Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/
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!!
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!!
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!!
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!!
Welcome to Investor Schooling Live! Join us as we explore the world of self-directed IRAs and empower you to make informed investment decisions. Learn how self-directed IRAs can diversify your portfolio and offer tax advantages. Discover the benefits of investing in real estate and lending money within a self-directed IRA. Our special guest, Carl Fischer from Cama Plan, will provide valuable insights on maximizing your returns and minimizing risks. Get ready to unlock your financial potential with Investor Schooling Live! --- Support this podcast: https://podcasters.spotify.com/pod/show/investor-schooling/support
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
Supercharge your IRA by venturing into other opportunities and alternative investments! Join Carl Fischer today as he talks about his business that allows people to invest in many spaces like oil and gas, precious metals, real estate, syndications, and LLCs using self-directed IRAs, 401Ks, and health savings accounts.Our conversation zeroes in on how investing through IRAs and 401(k)s works, the amount of money locked up in these retirement vehicles and the investment opportunities available to individuals through self-directed IRAs. Carl even addresses some common misconceptions about self-directed IRAs and their rules and regulations, so tune in now!Key Points from This Episode:How to take money out of Wall Street through self-directed IRA and 401(k)s.How did Carl start his business, CamaPlan, and what do they offer?How did Carl discover the opportunities in IRAs and 401(k)s?The cool things about self-directed IRAs and 401(k)s.How big is the world of IRAs and 401(k)s in the country and how much money or investable capital is locked up in these retirement vehicles?There is no taxable event in using self-directed IRAs and 401(k)s to invest in alternative investments. Do the rules and regulations for redirecting 401(k) and IRA investments vary across different states?How many individuals and families have liberated their money from IRA programs into the self-directed CamaPlan program?How much cash is under CamaPlan's alternative investment custody?Why are only a few people taking advantage of the IRAs and 401(k)s?The trends Carl sees in the alternative investing space.What does it mean to be a self-directed investor?Links MentionedCarl Fischer on LinkedInCamaPlan WebsiteAbout Carl FischerCarl Fischer is a Cornell University graduate and third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA.Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has increased his net worth and controlled many endeavors with the self-direction tools available. In addition to his hands-on experience, he has spoken to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently invests in PA, NJ, NY, FL, NC, and WI.Carl's unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling, and overall management make him a key element in the success of his clients in controlling their own financial future.
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
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!!
Have you been wanting to get into the game of owning rentals and earning passive income? Don't know where to start? Well, you are not alone, today's guest, Henry Washington was living his life day to day, paycheck to paycheck, until he got married. The minute he got married, his wife started to pay more attention to their spending habits, and she was not happy, to say the least. This got him thinking about how he could earn a living and put more money in the bank for a rainy day. He spent hours reading different techniques online and found real estate was a sure bet. He jumped into learning about real estate and how it can work for him; 90 days later, he had perfected a method that worked for his family and continues to do so, years later. Make sure to check out this episode if you are weary of what you can do in 90 days, and maybe you will find the answer that will help you on the path to 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/ Remember to like, follow and share on your favorite podcasting platform!For more information on Henry Washington:Website: www.gumroad.com/henrywashington LinkedIn: https://www.linkedin.com/in/henry-washington-543aa91/Instagramhttps://www.instagram.com/thehenrywashington/The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!
Does climate change and investing have anything to do with one another? Well, the answer is, yes, with the introduction of cryptocurrencies, there are more ways to invest in climate-conscious opportunities. Demian Klenk helps us understand what goes into these carbon markets, and what the investment funds will do to improve the ozone layer and reduce carbon emissions, overall. He also introduces us directly to his fund that encapsulates cleaning the carbon emissions and helping businesses become “Net Zero” to prolong the Earth's stability and beauty. 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 Demian Klenk:Webiste: https://6c-index.com/Twitter: https://twitter.com/6C_Index Instagram: https://www.instagram.com/6c_index/
Have you ever thought about investing into real estate abroad? What about investing into emerging markets or having a secondary residency internationally? If these topics are of interest to you, then this is the show for you! Ladislas Maurice, has been a very busy investor, recently, traveling, living and researching these markets so that he can educate and help others follow in his footsteps. He knows many contacts for all different types of situations that may come about. Make sure to tune in to this episode if you want to learn more about investing, owning property or find new fascinating places while traveling abroad, he does it all! 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 Ladislas Maurice:Website: http://www.thewanderinginvestor.comTwitter: https://twitter.com/wander_investorYouTube: https://www.youtube.com/channel/UC1EOqi1UVw2Byy8jc-glFMQFacebook: https://www.facebook.com/thewanderinginvestorInstagram: https://www.instagram.com/thewanderinginvestor/
Money is a universal item, it may look different, but it works the same way in most places. When it comes to cooking, it's the same concept, you read the directions and follow what the instructions say, and it will turn out the same as the creator instructed. What if the notion of saving money could be done in small “recipe,” like instructions, where if you follow the recipe, you can end up saving a ton of money over time? Well, if you can follow instructions, you can save millions, and today's guest Gordon Stein wants to show you how! Make sure to tune into this episode and learn easy recipes that can help you understand how to save money with little to no effort, just follow the steps!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 Gordon Stein:LinkedIn: https://www.linkedin.com/in/gordonstein/ Facebook: https://www.facebook.com/cashflowcookbook Twitter: https://twitter.com/cashflowcookbk Instagram: https://www.instagram.com/cashflowcookbook/Gordon's Book: https://cashflowcookbook.com/cashflow-cookbook/
Do you love a good story? What about stories of trials and tribulations in the lending community? For some, these tales can be very relatable, especially, when it comes to finding funding for a home or rental property. If you love a great story, today's episode is a treat for you! Fred Shatzoff is our guest on this episode of TRTFF and he has a few wonderful tales of failure and success when it comes to him helping past and present clients with their lending journeys, tune in to hear more!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 Fred Shatzoff:Website: www.everestbusinesscapital.com Facebook: https://www.facebook.com/Everestbusinesscapital/ LinkedIn: https://www.linkedin.com/in/everestbusinesscapital/
Have you been seeing mentions of e-commerce businesses sprouting up all over the internet, recently? If so, there are many different options and ways to get into this type of business. Maybe you want to diversify your portfolio or just looking for a side hustle that can become a million-dollar passive income. If you fall into either of these categories or are just someone interested in learning more about e-commerce, make sure to listen to this episode. Today, we are speaking with Will Basta of Ascend Ecom and he helps us understand how his company can assist you with getting started and maintaining an e-commerce store on Amazon or Walmart, which can lead you to your 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/ For more information on Will Basta:Linkedin: https://www.linkedin.com/company/ascend-ecom/Facebook: https://www.facebook.com/AscendEcom/ Instagram: https://www.instagram.com/ascend_ecom/?hl=enWebsite: https://www.ascendecom.com/Youtube: https://www.youtube.com/channel/UCM-l0fOWF9V4UzjuWSibG8g?app=desktop
Recently, people have been blaming the top earners, or the 1% of tax evasion, saying that they do not pay their fair share, like the middle class must. This is what it can look like for your average W-2 worker, since they are paying taxes directly from their paycheck and then the employer is paying taxes on you as an employee as well. The top earners understand the benefits of using different tax strategies that can help them circumvent paying high amounts of taxes and getting to keep more of their hard-earned income. Today's guest Dohn Thornton is ready to talk about these different strategies that can help alleviate the amount of taxes owed for businesses owners and wants to help you on your way 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/ For more information on Dohn Thornton:TikTok - @dohnwealthstrategistLinkedin - https://www.linkedin.com/in/dohn-thornton-26863b184/IG - @dohnthorntonTwitter - @dohnwealthYouTube: https://www.youtube.com/c/DohnThorntonInfiniteWealthStrategistFB: https://www.facebook.com/dohn64Website: https://ScrewTheIRS.now.site
Carl Fischer graduated from Cornell University and is a third-generation real estate developer. Carl began his investing career in the 1970s when he was employed as a rocket scientist at Kennedy Space Center in Florida. Carl is one of the founders and principals in CAMA Self Directed IRA, LLC (dba CamaPlan) founded in 2004. CamaPlan is a national company located in Ambler, PA. Carl has implemented plans and managed millions of dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He's been able to increase his net worth using self-directed tools, such as self directed IRAs. This has led to tax free income as well as tax free profits from real estate deals and private placements. In addition to his hands-on experience, he has spoken to many groups including real estate investors and brokers, CPAs, financial advisors, attorneys, and mortgage professionals about the power and possibilities of IRA, 401k, and qualified plan self-directed plans. He provides continuing education credits for both nationally and state-specific attorneys, accountants, realtors, and appraisers. This episode talks about: Carl's journey to creating a Self-Directed IRA company Types of Alternative Investments that can be used inside of Self-Directed IRAs Can you use a self-directed IRA to invest passively in real estate? IRA loans? What is a Nonrecourse loan? What is Unrelated business income taxes (UBIT)? What triggers UBIT? Interest rates on IRA loans? Can you leverage your self-directed IRA to loan money to others (also known as Private Money Lending)? How to avoid/mitigate some risks of using a SDIRA Can you reinvest your IRA in something else other than real estate? Can you convert your traditional IRA to a Roth IRA (without penalty)? How does CamaPlan work to help you create your own self-directed IRA? To connect with Carl Fischer, please visit:
When working for a Law Firm, you log your time on an hourly basis, to be successful. By understanding how time, equals money, Zach Winner, of Prosperity CRE, learned that he could use his money more wisely to create the time freedom he was searching for. From starting out as an Attorney, to reading a ton of books on investing and now, a successful investor, Zach is helping his clients invest in projects he believes are worthwhile. He talks about his journey and how having these backgrounds helped shape him into the investor he is today! To hear more about Zach's story, tune in to this episode, now!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.For more information on Zach Winner:www.prosperitycre.com https://www.cinvcre.com/ https://www.linkedin.com/in/zachwinner/ https://twitter.com/ZachWinnerCRE 10X for Gen XYZ Podcast (on Spotify, Apple Podcast)Free Book: https://pages.prosperitycre.com/c_investing-for-cashflow-long-term-wealth-ebook/
Carl Fischer is a third-generation property developer and a graduate of Cornell University. While working as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida, Carl started his investment career in the 1970s. At the moment, he serves as one of the company's principals and co-founders (dba CamaPlan). Ambler, Pennsylvania is home to the national headquarters of CamaPlan.
Have you ever heard the term, “don't wait to buy real estate, buy real estate and wait?” This phrase will become a very important phrase to live by if you aspire to become a real estate investor, landlord, wholesaler, or flipper. Today's guest is an expert in all things pertaining to the above-mentioned and he is here today to give tips on why marketing and buying deals will be extremely beneficial for obtaining your real estate goals. Make sure to tune in, to hear David Dodge drop some actual knowledge on us when it comes to real estate investing! He understands his business inside and out and will help you on the way to reaching your aspirations.More information on CamaPlan:https://www.camaplan.com/More information on David DodgeInstagram: @DavidAlanDodgeFacebook: www.facebook.com/DavidAlanDodgeSTL/Website: www.DavidAlanDodge.comBooks by David: https://www.amazon.com/David-Dodge/e/B0B69FZ3WX/ref=dp_byline_cont_pop_book_1Wholesaling & Coaching: https://www.wholesalinginc.com/brrrrmethod/ Want to learn more about CamaPlan? Speak with an expert by calling us during business hours (8:30 AM - 5 PM EST) Phone: (215) 283-2868 Toll Free: (866) 559-4430
Did you know that history will, for the most part, always repeat itself? M.C Laubscher, originally from South Africa, moved to the U.S. with about $500 in his pocket, a good attitude, and a dream of playing sports professionally. He is now known as “The Cashflow Ninja,” and is here to speak about his experiences, world history and fighting adversity, and how they can all lead to financial success. His knowledge of world history, his viewpoints and his book The 21 Best Cashflow Niches, are all making an impact on how financial freedom can be obtained, more easily if you follow his footsteps! To find out more, make sure to check out this week's episode! For More information on CamaPlan:https://www.camaplan.com/For more information on M.C. Laubscherwww.cashflowninja.comwww.cashflowninja.com/21NinchesCall the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan: (215) 283-2868 Toll Free: (866) 559-4430.
Today's guest, Isabelle Guarino-Smith, of the Residential Assisted Living Academy has been following in her late Father's footsteps, Gene Guarino, by leading, teaching, inspiring her students. She is here today, keeping Gene's legacy alive by helping others understand the need for Residential Assisted living. As well as explaining the many benefits that this type of living can have on, not only the person living in the facility but also how it can be beneficial from an investment point of view. Isabelle is the COO of RAL Academy, named a top influencer in the assisted living community, owns and operates three assisted living facilities that she inherited from her father, and much more! More from Camaplan:https://www.camaplan.com/For more information on the RAL Academy and Isabelle:www.RAL101.comhttps://www.ralnationalconvention.com/https://get.residentialassistedlivingacademy.com/blueprint/https://pitchmastersacademy.com/https://qf872.infusionsoft.app/app/orderForms/RAL-NAT-CON-2022?cookieUUID=270678cf-b409-4fe2-b0f9-3d58d75511e5Use Promo code: CAMAPLAN for $100 off tickets to this event!https://twitter.com/ralacademyhttps://www.facebook.com/ResidentialAssistedLivingAcademy/https://www.instagram.com/ralacademy/?hl=enCall the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation: (215) 283-2868 Toll Free: (866) 559-4430.
Early on in his real estate investing career, Carl Fischer learned a little-known technique to invest your retirement accounts (IRA's, 401K's, etc) in real estate, and defer taxes on profits until retirement. For those making nice returns in real estate, you understand the profound impact that this could have on your financial situation. Carl's company, CamaPlan, helps others use these same self-directed techniques. Once you understand the power of self-directing, you'll quickly realize the power of this tool to build your long-term wealth. In this episode, Carl shares why it is a must for you to spend time on your finances and health as he talks about the benefits of taking control of your retirement funds through investing in real estate. Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/ What you'll learn in just 17 minutes from today's episode: Find out how you can grow your wealth by using registered retirement funds in real estate; Understand why it is important to invest in your family and your health; and Discover how CamaPlan works to help people create their own self-directed IRA. Resources/Links: Website: https://www.camaplan.com/ Topics Covered: 01:09 - What is CamaPlan and how did it come into existence? 03:28 - Talking about self-directed IRA and how it led him to invest in real estate 06:38 - Why spending your time on your finances and your health is a must 08:04 -Using retirement plans to invest in real estate 09:09 - How does CamaPlan work to help you create your own self-directed IRA? 11:06 - Connect with CamaPlan by visiting https://www.camaplan.com/ Key Takeaways: “When you can take control of yourself and you invest in what you know and understand and get the tax benefits, it's good for you.” – Carl Fischer “You should spend your time on your finances and on your health. You're not going to operate on yourself. Have your doctors, health specialists, nutritionists as part of your team. Have a financial adviser, a life insurance guide on your financial team. Those are the two things that you should really look at and take control of.” – Carl Fischer “People who take control of their money watch it better than anybody else.” – Carl Fischer Connect with Carl Fischer: Website: https://www.camaplan.com/ Connect with Dave Dubeau: Podcast: http://www.propertyprofitspodcast.com/ Website: https://davedubeau.com/home Investor Attraction Workshop: http://www.investorattractionworkshop.com/ Facebook: https://www.facebook.com/thedavedubeau LinkedIn: http://linkedin.com/in/davedubeau Enjoyed the Podcast? Please subscribe on iTunes for updates
Self-directed IRAs are becoming more popular due to the freedom and control they offer investors. But how do you find the one that will serve you best and what should you avoid? Carl Fischer, the founder of CamaPlan, a national self-directed IRA company, discusses these topics with Big Mike. His expertise in real estate, tax [...]
Do you know that you can use your self-directed IRAs or 401(k)s to invest in real estate? Not only that, but when you learn how to control your investments, you can also manage your taxes strategically. Today, our guest will teach you how to do all these. Tune in as Sam Wilson chats with Carl Fischer, the Principal Owner of CamaPlan. Carl is here to help you use your self-directed IRA and 401(k) plan effectively. Also, he shares his thoughts on checkbook control and why it may not be as safe as you think. Listen in and start investing!Love the show? Subscribe, rate, review & share! https://www.brickeninvestmentgroup.com/podcast
On this episode we discuss different ways to invest through a self-directed IRA. If you are in real estate long enough you will eventually see the benefits of SDIRA and its important to understand how they work yourself along with how others can utilize them inside your deals. This was a little teaser for our Meetup group tomorrow with Ryan Fischer from CamaPlan. The topic is: How To Buy, Invest, Wholesale & Lend With Your Self-Directed IRA ... and you can check out the free virtual event at https://www.meetup.com/Real-Estate-Investing-Incubator/events/qlplsrycclbxb/
There is no such thing as “too early” when it comes to planning for retirement, but what do we do when it feels like we're “too late”? Regardless of if you are in your twenties and new to the investment scene, or fifty and looking to retire more comfortably beyond the means of your current savings, investing in things like real estate can help you fund your retirement and create a legacy for your children and grandchildren at any age. Bill Manassero, founder and host of The Old Dawg's REI Network, has dedicated his efforts to helping people aged fifty and older determine what the best strategies and investments are for them. His background, from musician to missionary in Haiti to over twenty years of experience in business, corporate, and entrepreneurship has enabled him to create a space for seniors and retirees to learn about the power of investing and growing wealth through his blog posts and a weekly podcast. Bill's current goal as a real estate investor is to own/control 1,000 units/doors in less than six years, and as he sits down with CamaPlan to discuss his journey, hear about how his goals have guided him through all stages of life and have allowed him to help others form goals of their own. More Form CamaplanWebsite: https://www.camaplan.com/More From Bill ManasseroOld Dawgs REI Network Website: https://olddawgsreinetwork.com/Child Hope Website: https://childhope.org/staff-members/bill-manassero/Manassero Properties Website: https://www.manasseroproperties.com/about.html Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation: (215) 283-2868 Toll Free: (866) 559-4430 For a limited time, enrollment is FREE. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE
Buying the right rental properties is challenging for most investors. It takes not only time and effort but also money. In this modern world, technology is a tremendous help for investors to save time choosing the right property. In this episode, Mike talks about some of the things that you can utilize for free to make your investing more efficient. Key Takeaways To Listen For: Creating a BUSINESS NAME and SLOGAN that matches what your business does Benefits of FREE Google Voice Number and How it Works for Your Real Estate Business Importance of LOCATION and Investing in Your Own Backyard Things that you should be looking for a rental property How to find ONE COUNTY to do your Buy and Holds Why it's important to learn your market after choosing your county What is CamaPlan and its benefits for investors Resources Mentioned In This Episode: CamaPlan Vista Properties, Inc. Connect With Us To learn how to consistently buy real estate working just 5 hours a week, click here. Follow Mike on Social Media Facebook: Mike Butler LinkedIn: Mike Butler Instagram: @mikebutlerusa Twitter: @MikeButlerUSA
Making investments can mean taking great risks, especially if you're new to the game and haven't learned how to properly conduct due diligence. How do you determine risk, and how do you seek out great conservative investments? Richard Wilson, founder of Family Office Club, Commercial Real Estate, and Private Equity, has worked with clients starting family offices and investing privately to gain the knowledge to help his growing network of 2,500 registered investors source direct, profitable investments in real estate and business operations. Wilson's work with his clients has helped him share with the industry some of the greatest tips, tricks, and common mistakes that can be made from private investing and family office solutions. Hear his candid take on due diligence, fee negotiations, evaluating risk and more as he sits down with CamaPlan to discuss his journey to becoming an industry leader in family office solutions and centimillionaire investing.More Form CamaplanWebsite: https://www.camaplan.com/More From Richard Wilson Website:https://familyoffices.com//Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation: (215) 283-2868 Toll Free: (866) 559-4430 For a limited time, enrollment is FREE. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE
Having control of your investments, whether it's through passive investing or investing through vehicles like a self-directed IRA, gives you the ability to protect more of what you earn. However, sometimes an investment requires creativity to make it happen. With companies like Hard Money Bankers, where Ian Walsh is an active partner, investors have full service, self-funded private/hard money that they can borrow, and brokers have an outlet for their loans. Accompanied by over ten years of experience in the real estate industry, Ian has been involved in over 1,000 transactions in commercial and residential real estate deals with Hard Money Bankers. Join us as he shares his journey from investor to lender and explains this unique investment strategy with CamaPlan. More Form CamaplanWebsite: https://www.camaplan.com/More From Ian WalshWebsite: https://hardmoneybankers.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation: (215) 283-2868 Toll Free: (866) 559-4430 For a limited time, enrollment is FREE. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE
Ryan Fischer is a graduate of Villanova University and a self-directed IRA expert with Camaplan. Ryan joined Camaplan in 2011 where he is responsible for new accounts, transfers, inside sales and marketing, and customer service. He is a national online educator on self-directed retirement plans. He has taught about using Self Directed IRA's to invest in real estate, private lending and many other alternative investments. In this interview, Ryan does a deep dive into the self directed IRA (SDIRA). He talks about how to set up a SDIRA and the difference between a rollover and a transfer. He explains which investments are prohibited by the IRS. He talks about the misconceptions that people have about SDIRA's and the benefits. He explains the difference between tax deferred and tax free. He discusses the benefits of a Roth IRA and why you should have one. He explains why Retirement funds are a great source of investment capital. What you'll learn from this episode: Self directed IRA vs. Regular IRA Difference between Tax-Deferred and Tax-Free Which Investments are prohibited by the IRS? Myths and Misconceptions about Self Directed IRA's How to Raise Capital using Retirement Account Funds Rollover vs Transfer and much more Connect with Ryan: LinkedIn Watch the video: Youtube
Many of the investors we have heard from on this podcast have gotten their start through real estate. With its varying types and wide range of benefits, it's no wonder real estate is one of the most popular alternative assets people choose to invest in. But if you're someone just starting and you aren't as familiar with the ins and outs of the real estate world, all of those options and details can be hard to wrap your head around. Additionally, investing in this asset type with a self-directed IRA comes with its own set of rules. If you have the right tools and knowledge, however, real estate investing can result in growing retirement income. CamaPlan's Donna Iannuzzi is a long-standing member of our Operations Department and has helped thousands of clients navigate real estate transactions of all kinds. Join us as we sit down with Donna while she breaks down the steps and strategies for purchasing, holding, and selling real estate through a self-directed IRA.More From Donna and Camaplan Website : https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation: (215) 283-2868 Toll Free: (866) 559-4430 For a limited time, enrollment is FREE. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE
Deciding to keep more of what you earn by investing in alternative assets in addition to or in lieu of your W2 income is a great move for many investors in order to grow their income. But even after you've opened a self-directed IRA, funded the account, done your research on alternative investments, and found the perfect first deal to get started. The next challenge that presents itself is making sure you've got all you need to complete that perfect deal. If your IRA lacks the funds to make a purchase, how can you ensure you don't miss out on the investment and stay within the guidelines of the IRS? CamaPlan's Ryan Fischer has helped many new and existing clients navigate the ins and outs of funding their deals. He joins us to discuss creative, effective ways you can fund a deal in your IRA, including co-investing, borrowing, lending, and other strategies. More From Camaplan & Ryan FischerWebsite: https://www.camaplan.com/Email: rfischer@camaplan.com
Learning how to make investments in alternative assets is an educational journey that many investors embark on, but when it comes to valuing those assets at the end of the year, many of us get stuck. How do you determine what the assets in your IRA are worth, especially assets that are considered as hard-to-value? How do you ensure that you're getting correct and acceptable valuations from credible sources? When it comes to putting a number on those hard-to-value assets, CamaPlan's own Sean Jensen has seen and heard it all. Learn how to value hard-to-value assets, how to properly value assets based on their types, how to avoid common mistakes, and how to make sure your Fair Market Valuations are done correctly.More From Sean And CamaPlanWebsite: https://www.camaplan.com/
My guest in this episode is Carl Fischer. Carl is a Cornell University graduate and third-generation real estate developer. Carl began his investing career in the 1970’s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI. Carl’s unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling, and overall management makes him a key element in the success of his clients controlling their own financial future. Interview Links: Camaplan Resources: Create A Strategy Become The Bank Join Our Community
Most income-earners in the country aren't aware of the self-directed option for a number of reasons. Brokers and custodians don't always fully understand or even offer self-direction, and even if they do, it's often from a limited menu of investment options. In this week's episode, learn from the CamaPlan team as we break down what a self-directed IRA, types of accounts you can self-direct, and how they work. More From Cama Plan CamaPlan Website:https://www.camaplan.com/More From Will Mucker:Will's Email:wmucker@camaplan.com
Do you have a 401K or a Self-Directed IRA? Are you using it to its full capacity? Are you using your SDIRA for Tax Free investing? Maybe you are curious about how to do this but you don't know how to get started. Then this episode is for you. We are talking to Carl Fischer from CamaPlan We will be discussing all things related to IRA and 401K and how you can use yours TODAY to help you maximize your investment potential. More about Carl Fischer: Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970's when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI. His unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling and overall management makes him a key element in the success of his clients controlling their own financial future. Connect with Joe Robert: Joe@robertventures.com Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and would love for you to share this with others.
As an investor, Lou Polisano's an entrepreneur, company builder, and natural promoter. Since the sale of his consulting firm, he has transitioned into managing his and his family's investments full-time. A specialist in big data, analytics, and financial performance, he and his wife, Maggie Polisano, co-founder of CamaPlan self-directed IRA, have become a powerhouse of family investing values and performance. Hear his personal story and how he pioneered his success to discover how to follow in his path and make the transition from employee to the owner to the investor. More From Cama PlanCamaPlan Website:https://www.camaplan.com/More From Lou PolisanoLou's Email:Lpolisano@camaplan.com
Carl Fischer is a leader in the self-directed IRA investing and custodial space, and is the founder of CamaPlan. In this episode, Carl talks about how he got into self-directed IRAs and what sparked his inspiration to help others in the space. He also discusses the tax benefits of Roth IRAs and why it might be a good idea to convert a traditional IRA into a Roth. We also learn about why a self-directed IRA is great for real estate syndications, and how educating your audience is a valuable marketing tool for your business. Reference Links CamaPlan https://www.camaplan.com/
Women are taking more control over their financial futures. More experienced cohorts are becoming more active in planning for financial independence, and there is no such thing as too late to start. Here's an opportunity to hear lessons learned from someone who has navigated and succeeded at the challenges of career, investing, entrepreneurism and raising a family. Discover the unique background of one of CamaPlan's founders, Maggie Polisano, and learn from her tips to navigating real estate investing success, finding balance, and forging her path to a life of financial freedom.
Ryan Fischer is a self-directed IRA expert with CamaPlan. CamaPlan provides investors with the tools to use retirement accounts to make alternative investments. Ryan joins us in the studio and drops a wealth formation that could change the course for your retirement planning. He gives us an overview of self-directed IRAs and what CamaPlan provides. We also learn about the difference between self-directed IRAs from CamaPlan vs other financial institutions, the tax benefits of converting a Roth IRA, plus how to invest in real estate deals or other assets through CamaPlan. Reference Links CamaPlan Self-Directed IRA Planning https://www.camaplan.com/ Carl Fischer on BiggerPockets https://www.biggerpockets.com/users/camaman Keep It by Joe Luby https://www.amazon.com/Keep-Advanced-Tax-Strategies-IRAs/dp/061554133X/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1579829118&sr=8-1
This is part of a series of episodes coming from the MidAtlantic Summit. In this episode, we had the honor of speaking with Carl Fischer, self-directed IRA expert and founder of CamaPlan. CamaPlan is a self-directed IRA administrator and provides educational tools and resources online for self-directed IRA planning. Carl dives into what a self-directed IRA is and how it can be used to create passive, tax-free income for life. We learn about Carl’s passion for getting into this space and his desire to properly educate people and debunk myths about alternative investing through retirement accounts. Carl also talks about his work with Strategic Investor Alliance, a place where accredited investors can work together and collaborate on ideas. We also learn about the future of CamaPlan and its continuing reach into the retirement investing space! Reference Links CamaPlan https://www.camaplan.com/ Strategic Investors Alliance https://strategicinvestoralliance.com/ MidAtlantic Summit https://midatlanticsummit.com/ Bigger Pockets https://www.biggerpockets.com/ --- Support this podcast: https://anchor.fm/erikecabral/support
CamaPlan’s Ryan Fischer joins us on this episode of Blue Collar Yields. CamaPlan is a self-directed IRA provider that allows its clients the opportunity to diversify their retirement accounts through alternative investments. While traditional retirement accounts are limited to stocks/bonds, self-directed IRAs can invest in commercial real estate, private placements, private lending, tax liens, and more. Ryan discusses a variety of investments that CamaPlan clients hold, including some unusual investments like llamas and coffee beans. He covers the tax advantages of investing within your IRA and some of the potential pitfalls that lead to what the IRS considers prohibited transactions. Ryan explains what a back-door Roth IRA is, and how high-income earners can still contribute and invest with a Roth.
Carl Fischer is a founder of CamaPlan, a national self-directed IRA company. He is a national and state certified educator of professionals and provider of continuing education for attorneys, financial planners, CPAs, and realtors. Carl is the one professionals turn to when they need answers. He speaks nationally about the advantages of using qualified plans to build wealth. His wisdom, understanding and years of experience working in real estate, tax rules and regulations, traditional and non-traditional asset classes and legal documentation make him a well-respected resource in the industry. Carl was a former owner of Global Financial Resources, a mortgage broker company, and he is a third-generation real estate investor and president of Presidential Properties. What You Will Learn: Carl explains what an IRA (Individual Retirement Account) is and shares how the IRS allows you to take a tax break on funds you contribute to an IRA. He explains why he favors a Roth IRA over a traditional IRA and explains the difference between the types. Carl shares how a self-directed IRA works and why it offers more investment flexibility than an IRA where someone else makes planning decisions on your behalf. He shares how funds in a self-directed IRA can be used to buy tax liens and deeds. Carl shares how banks and brokerage houses often call an account “self-directed” even though they restrict your investments to their in-house offerings, and he explains how a truly self-directed account allows you to choose any investments you want. Carl explains the services his company, CamaPlan, offers. He explains the limited restrictions on what you can use your funds in your self-directed IRA to invest in, and he shares how his company differs from banks and brokerages. Carl discusses why tax lien and deed investors would want to use their IRAs for their investments, and he goes over the tax benefits of using a retirement account rather than a bank account for these types of investments. Carl shares how to get more information about self-directed IRAs, and he discusses the transparency and availability of information that investors can take advantage of to better understand IRAs. Resources from Ted Thomas: Website: www.tedthomas.com Website: www.tedthomaspodcast.com Email: info@tedthomas.com Video: Your 6 Minute Tutorial On Tax Lien Certificates Video: Your 6 Minute Tutorial On Tax Deed Investing Case Study: A Case Study On Tax Deed Investing Resources from Carl Fischer: Website: www.camaplan.com Telephone: (866) 559-4430
Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970's when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI. Carl's unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling and overall management makes him a key element in the success of his clients controlling their own financial future.
Ryan Fischer of CamaPlan joins us to discuss how real estate investors can use their self-directed IRA to invest in real estate. After the real estate is flipped, the profit goes back into the IRA for the next investment. Check out this week's HMB Podcast for more tips!
Target Market Insights: Multifamily Real Estate Marketing Tips
It doesn’t take a rocket scientist to figure out self-directed IRAs, but it may have before the age of the Internet. Fortunately, Carl Fischer, a third generation real estate investor, graduated from Cornell and went directly into rocket science. However, when his father passed, he dealt with the estate and stumbled across an investor using a self-directed IRA. That experience led him to learn more about SDIRAs and he was amazed at how little info was available at the time. He went on to fund CamaPlan to help others leverage the power of SDIRA investing. Learn more about how SDIRAs can serve as rocket fuel to blast up your retirement account. Key Market Insights 3rd generation real estate investor, Cornell grad, rocket scientist at Kennedy Space Center for 18 years Carl’s dad died land rich, cash poor, so Carl helped settle the estate Found someone who loaned money through an IRA Called IRS, bank to find out more, but nobody knew about it SDIRA can exponentially increase your options of investments Brokerage firms (Merrill Lynch, Vanguard, Fidelity, etc.) have self-direct IRAs, but only allow you to self-direct in what they sell Qualified investments range from stocks, bonds, real estate, notes, private placements, precious metals, tickets, automobiles and even llamas Life insurance and collectibles (coin collections, jewelry) are prohibited IRS tells you what you can invest in, not what you can’t invest in Can not sell property to yourself or your IRA, must be strictly for investment purposes Other disqualified persons to your SDIRA: parents, children, grandparents and grandchildren; however siblings, uncles, aunts, nephews and nieces are permitted You are not allowed to do your own rehab with an IRA owned property Who should use a SDIRA? People that want control of their investment If you have a 401k, IRA you can roll this into a SDIRA The process: Select a custodian, open an account, fill out transfer papers to fund the account, select the investment, fill out investment contract (in account’s name) and send to custodian, proceed with due diligence Loopholes to pull out funds before 59 ½ through a 72T Distribution Starting to discuss cryptocurrency for SDIRA accounts as people are putting Bitcoin into SDIRA, but there may be regulatory issues Bull’s Eye Tips: Winning Your Market: When investing out of market, rent a place in the area for a couple months and get to know the area, use Facebook to sell properties Daily Habit: Write list every morning, review the list from the day before Resources: Best Business Books:Keep It by Joe Luby Think and Grow Rich by Napoleon Hill Digital ResourcesTrulia DealMachine Tweet This: “Self-direct and supersize your IRA” "The IRS doesn’t tell you what you can invest in, they tell you what you can’t" "As Warren Buffet once said, “it’s great to diversify, but don’t diversify into things you don’t know” Places to Grab a Bite:Geno’s Philly Cheesesteak Connect with Carl:Website: Camaplan.com Phone: 215-283-2868 Email: info@camaplan.com Please leave us a review and rating. Be sure to check out more info at TargetMarketInsights.com.
This week, Dr. Forrest Bryant interviews Carl Fischer of CAMAPLAN.
The little known secrets of investing with self-directed IRA funds is finally out of the bag. Once a little known tactic, "Self Directing" is helping save and build the retirement of American's across the country, while at the same time, helping fund deals for real estate investors. Carl Fischer with CamaPlan, a self-directed IRA company and enabler tells us more in this episode of the FlipNerd.com VIP Show. Do you want to be a real estate investor but need step-by-step guidance to help get you started? The Investor Machine is a 90-day program with training, weekly tasks, bi-weekly group calls, and more! Schedule a free call to discuss your goals today!
Carl Fischer, of Cama Plan, & Dan Breslin discuss Self-Directed IRA’s, Tax-Free Real Estate Investing, & Private Lending. Discussion Includes: Buying Real Estate in Your IRA/401K Turning Your IRA into a “Mini-Bank” How to Create Tax-Free Income for Life Using Tax Free Income to Pay for Health Care & Education Expenses More Info About Carl Fischer & Cama Plan Self-Directed IRA Education & Resources www.CamaPlan.com 1-866-559-4430 Claim Your Copy of “7 Sources of Off Market Deals” by Dan Breslin www.REIDiamonds.com Relevant Episodes Episode #19 Dave Van Horn on Investing in Notes & Mortgages Episode #15 Andy Shamberg on Property Insurance Fundamentals