The Road To Financial Freedom : Recent Episodes

CamaPlan Podcasts

A podcast that allows experts to share their stories and secrets to unlocking their road to financial freedom.

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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/freetoolkit

For more information on Jay Newman:
Website: https://silver100.com/antibacterial-silver-and-wealth-for-good-camaplan

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Noah Miller:
Email: Noah@RoyalPalmFunding.com
Website: www.RoyalPalmFunding.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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Solomon Thomas:
Website: http://thomasmanagementrealestategroupllc.invportal.com
Social Media: @solomonsthomas
Email: admin@thomasmtrgrp.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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Ronny Shmoel:
Website: https://www.circuitcity.com
LinkedIn: https://www.linkedin.com/in/ronnyshmoel/
Email: investor.relations@circuitcity.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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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/@EckardEnterprisesLLC

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Suraj Jagannathan:
Website: https://www.trinityinvestors.com/suraj

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Adonis Lockett:
Website: www.LNHCapital.com/invest
Email: Invest@LNHCapital
Social Media: @AdonisLockett

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Jackie Jackson:
Website: https://thejackiejackson.com/
YouTube: https://youtube.com/@TheJackieJackson
Instagram: https://instagram.com/thejackiejackson
LinkedIn: https://www.linkedin.com/in/thejackiejackson

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Nelson Chu:
Website: https://www.percent.com
Twitter: https://twitter.com/investpercent
LinkedIn: 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on John Ross:
Firm website: www.rossandshoalmire.com
Podcast website: www.bigpictureretirement.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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Spencer Hilligoss:
Website: www.madisoninvesting.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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

Remember to like, follow, and share on your favorite podcasting platform!

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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.

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Website: https://www.RoadtoFinancialFreedomPodcast.com
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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/freetoolkit

For 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.

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Website: https://www.RoadtoFinancialFreedomPodcast.com
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LinkPage: https://linkpages.pro/EclTdA

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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on Valerie Shirah:
Link Tree: https://linktr.ee/valerieshirah

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.

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Website: https://www.RoadtoFinancialFreedomPodcast.com
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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/freetoolkit

For more information on Adam Carroll:
Website: www.TheShredMethod.com
Website: www.AdamCarroll.info
TED 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.

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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/freetoolkit

For 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.

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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/freetoolkit

For 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/moneymadeeasy

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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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/moneymadeeasy

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For 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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/freetoolkit

For more information on Simon Popple:
Website: www.brookvillecapital.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
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LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/freetoolkit

For more information on David Pupo:
Website: Tripleoffer.com
Instagram: @DollarsWithDavid
TikTok: @DollarsWithDavid

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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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 Ed Mathews and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.FREE TOOLKIThttps://camaplan.typeform.com/freetoolkit

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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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.com
Facebook: https://www.facebook.com/ed.mathews4
LinkedIn: https://www.linkedin.com/in/edmathews
Instagram: https://www.instagram.com/edmathews

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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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.com
Facebook: https://www.facebook.com/BronsonEquity
LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany
YouTube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg
Instagram: 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
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LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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
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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/InvestOnMainStreet
LinkedIn: www.linkedin.com/in/patricksgrimes
Instagram: 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
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CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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.org
YouTube Link: https://www.youtube.com/@BrianLovesCashFlowPodcast
Other Appearances: https://workwithgrimes.com/podcast1667583103574

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.

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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: @pierharborgroup

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.

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Website: https://www.RoadtoFinancialFreedomPodcast.com
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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.

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Website: https://www.RoadtoFinancialFreedomPodcast.com
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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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:

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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.

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/
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For more information on Erik Smolinski:

Website: www.esinvests.com

YouTube: 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.

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/EclTdA

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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.

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/
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LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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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/EclTdA

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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.com

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

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: @TheRoadtoFinancialFreedomPod
LinkPage: https://linkpages.pro/EclTdA

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CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/EclTdA

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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!!

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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/EclTdA

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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!!

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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/EclTdA

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For more information on Mike Cavaggioni:
Personal Website: https://mikecavaggioni.com
Average 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/averagejoefinances
TikTok: https://tiktok.com/@mikecavaggioni

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/
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LinkPage: https://linkpages.pro/EclTdA

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For more information on Randy Kujawa:

Website: https://linktr.ee/toiletpaperhands

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/
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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!!

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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/
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For more information on Hoan Thai:

YouTube: https://www.youtube.com/c/HoanZone

Website: https://www.hoanzone.com/

Instagram: https://www.instagram.com/hoanzone/

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/

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For more information on Luke Andrews:
Book: www.10InvestorMistakes.com
Website: www.LukeAndrews.us
LinkedIn: https://www.linkedin.com/in/salesandnegotiationcoach/
Email: Luke@LukeAndrews.us

CamaPlan SDIRA, LLC
CamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.

The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

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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/

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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!!

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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/

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For more information on Demian Klenk:

Webiste: https://6c-index.com/
Twitter: https://twitter.com/6C_Index
Instagram: https://www.instagram.com/6c_index/

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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/

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For more information on Ladislas Maurice:

Website: http://www.thewanderinginvestor.com

Twitter: https://twitter.com/wander_investor

YouTube: https://www.youtube.com/channel/UC1EOqi1UVw2Byy8jc-glFMQ

Facebook: https://www.facebook.com/thewanderinginvestor

Instagram: https://www.instagram.com/thewanderinginvestor/

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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:

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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://rb.gy/ek2dcu

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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/
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For more information on Fred Shatzoff:

Website: www.everestbusinesscapital.com
Facebook: https://www.facebook.com/Everestbusinesscapital/
LinkedIn: https://www.linkedin.com/in/everestbusinesscapital/

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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/
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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=en
Website: https://www.ascendecom.com/
Youtube: https://www.youtube.com/channel/UCM-l0fOWF9V4UzjuWSibG8g?app=desktop

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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:

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For more information on Dohn Thornton:

TikTok - @dohnwealthstrategist

Linkedin - https://www.linkedin.com/in/dohn-thornton-26863b184/

IG - @dohnthornton

Twitter - @dohnwealth

YouTube: https://www.youtube.com/c/DohnThorntonInfiniteWealthStrategist

Podcast: https://feeds.bcast.fm/dohn-the-infinite-wealth-strategist

FB: https://www.facebook.com/dohn64

Website: https://ScrewTheIRS.now.site

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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/

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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 to today to gives 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 reach your aspirations.

For More information on CamaPlan:

https://www.camaplan.com/

For more information on David Dodge

Instagram: @DavidAlanDodge

Facebook: www.facebook.com/DavidAlanDodgeSTL/

Website: www.DavidAlanDodge.com

Books by David: https://www.amazon.com/David-Dodge/e/B0B69FZ3WX/ref=dp_byline_cont_pop_book_1

Wholesaling & 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)

(215) 283-2868

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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. Laubscher

www.cashflowninja.com

www.cashflowninja.com/21Ninches

Call 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.

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Have you ever had to make the decision to put Mom, Dad, Grandma or Grandpa in the dreaded “home,” when they are just no longer able to be by themselves? Maybe you went the in home-care route, but its just too expensive for the long term. Did you know that there is an alternative to the “big box” assisted living facilities and the expensive home care route? Let me introduce you to the new type of living arrangements that keep your loved ones comfortable, and wont break that bank, Residential Assisted Living. Yes, you read that correctly, Residential Assisted Living, so no more shoving 100s-1000s of our beloved elders into a hospital like setting and more of making them feel safe in a home setting with round the clock care. Today’s guest, Isabelle Guarino-Smith, of the Residential Assisted Living Academy has been following in her late Father’s footsteps, Gene Gaurino, by leading the RAL Academy and the students that want to learn the business, guiding them to success. She is here today keeping his 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, as well as much more! Hear the story of how she got involved in residential assisted living, empowers others to own and operate their own facilities, and helps educate on what the future holds for generations to come, on this week’s episode!

More from Camaplan:

https://www.camaplan.com/

For more information on the RAL Academy and Isabelle:

www.RAL101.com

https://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-b0f9-3d58d75511e5

Use Promo code: CAMAPLAN for $100 off tickets to this event!

https://twitter.com/ralacademy

https://www.facebook.com/ResidentialAssistedLivingAcademy/

https://www.instagram.com/ralacademy/?hl=en

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.

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At all stages, an investment can be viewed as a series of checklists. Whether it’s conducting due diligence, determining if an asset type will diversify your portfolio, or even if you have the means to invest in a new venture, it’s important to ask yourself questions and execute all of the steps required to build passive income safely and successfully. For Eliot Bencuya, CEO and co-founder of Streitwise, considering every step of an investment is all a part of the day-to-day. His extensive experiences in identifying, underwriting, sourcing, and executing value-add real estate.

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Website: https://www.camaplan.com/

More From Eliot Bencuya Website:  https://streitwise.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. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE

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Every investors’ journey is defined by their past experiences. These experiences can teach us a great deal about how to become better investors, financers, and eventually, even leaders. Each and every accomplishment is a product of hard work, determination, and applying what we learn throughout our investor journeys. For Jeremy Thomason, Senior Vice President of Investor Relations for CAF Companies, a multifamily investment, property management, and maintenance/construction firm. His leadership is a culmination of his experiences working in various real estate dealings, leading major transactions and acquisitions, and volunteering his time as a coach and mentor. Hear about what he was able to learn at each stage of his career, and his real estate and civic accomplishments, on this week’s episode!

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Website: https://www.camaplan.com/

More From Jeremy Thomason Website: http://www.capcapital.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. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE

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As we have discussed with many established investors like today’s guest, Mathew Owens of OCG Properties, the desire to learn, grow, and expand never stops for an investor and entrepreneur. Mathew began his journey studying accounting and economics, and then became a CPA in 2002. Since then, he has grown with OCG Properties in buying, renovating, selling, and holding over 1000 single family properties, raising over $75 million in private investor capital, owning over 130 units across the nation, and lending over $15M in private lending over the course of 15 years...and he shows no signs of stopping any time soon! Hear about Mathew’s journey, his experiences in taxation, auditing, and full-time real estate investing, and about how he has continued to develop goals for himself to continually raise the bar on his investments.

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Website: https://www.camaplan.com/

More From Mathew Owens OCG Properties Website: http://ocgproperties.org/en/home-default/

OCG Capital: https://www.ocgcapital.org/

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. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE

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Knowing the key steps for planning and strategizing can make all the difference for developing and managing a business that can truly grow. But how does one lay out a successful strategy, ensure growth, and raise the capital necessary to get that business to the point it needs to be? For Michael “Dersh” Dersham, CEO of healthcare technology and payment processing firm MAPay, building business, developing multi-disciplinary problem-solving, and raising capital have all gone hand in hand over the course of over twenty years as an entrepreneur. For John Parker, founder of Ketstone NAP, LLC and GenCounsel, LLC, his experiences in career financing, advising, and counselling have lent to his experience in leading business transactions and growth in data centers, technology, SaaS and cloud computing firms. Together, they’re diverse backgrounds have aided how they approach building and developing business. Hear about John and Dersh’s extensive backgrounds in business, from technology and advanced data centers, to pharmaceuticals, to university and government research to private sector commercialization, and about how they have built upon their strategies along the way, on this week’s episode!

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Website: https://www.camaplan.com/

More From Michael Dershem & John Parker Website: https://www.mapaycorp.com/mapay/

MAPay Press Release: https://www.prnewswire.com/news-releases/mapay-to-implement-blockchain-based-solutions-on-algorand-to-reduce-healthcare-cost-in-bermuda-301305330.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. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE

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When getting into investing, or investing in a syndication or fund for the first time, it’s crucial to know who you’re investing with, and if their goals align with yours. Are you someone who wants to know that their syndicator has gone through the trials and tribulations of this industry first-hand? Does explicit communication of core values matter to you when considering where to invest your money? Do you share in a desire to see more women at the forefront of investing, and a larger part of the conversations around it? Meet Kaylee McMahon, founder of the Apartment QueenTM, the SheVest App, Property Management AI, and ReByKaylee LLC Residential Real Estate Brokerage, who is changing the face of multifamily investing and spotlighting women who are reinventing the industry. Kaylee is a firm believer in developing technologies and creating spaces for women to learn how to make passive income through apartment investing, and her experiences in the industry have enabled her to learn about multifamily business models in order to get her and her partners the best return on investment. Join us as she shares her “why”, discusses her journey to becoming The Apartment QueenTM, and tells us how she continues to set goals to expand opportunities in multifamily investing for women. More From Camaplan

Website: https://www.camaplan.com/

More From Kaylee McMahon “The Apartment Queen™ Investor Questionnaire”: https://form.jotform.com/200207883604451

Free PPM Guide: https://form.jotform.com/201947299577170

Create Your Investor Form and Profile: https://theapartmentqueen.investnext.com/portal/capital_raise/435/

"Apartment Queen Free E-Book" : https://form.jotform.com/201693759755167

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

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We hear a lot about the benefits of building wealth, diversifying our assets, and passive income, but how can we determine the makeup of our investment portfolios? Where should my first investment funds go, and where should my funds go when the market changes? How much should I spend before I start earning income from my investments? How can I invest defensively and offensively to set myself up for now, later, and in legacy? Through all of these questions that you may be asking yourself, it’s important to understand the construction of your investments and how they’ll work for you. Patricia Red Hawk, MD, has spoken to countless investors over the years at business seminars and real estate conferences, focused on teaching investing and wealth building. As the President and CEO of Red Hawk Property Group LLC and Welliott Investment Group LLC, two vertically integrated private equity investment firms, Patricia manages and oversees active investments across multiple platforms and targets the acquisition of single-family, multifamily, and opportunistic residential assets in US growth markets. Hear about her story, including her strategies for building wealth and passion for educating investors, as she joins us on this week’s episode!

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Website: https://www.camaplan.com/

More From Patricia Red Hawk, MD Website: https://www.patriciaredhawkmd.com/

Red Hawk Funds Website: https://www.redhawkfunds.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

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We often hear that so much of business and success can be attributed to “who you know”, or the relationships we form along the way. But how do you grow, maintain, and strengthen relationships between businesses, partners, investors, and clients? David Geldart, Director of Investor Relations and Capital at CityVest, began by raising over $55 million in capital through fundraising through individual and small business investments. The skills he has been able to build through his experience have allowed him to secure key, high-quality clients and grow market share, enhancing

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Website: https://www.camaplan.com/

More From Dave Geldart Website: https://www.cityvest.com/home.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

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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.

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Website: https://www.camaplan.com/

More From Bill Manassero Old 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

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In life, it can be hard to accept change. We may go to school, get a degree, and find that once in the workforce, we are not fulfilled by the career we have chosen. How do we navigate changing our path to better suit our personal and financial needs? This scenario is similar to what real estate entrepreneur, business coach, and podcast host of Before the Millions, Daray Olaleye, encountered. After working in Corporate America as a Big 4 accountant left him feeling overwhelmed and unfulfilled, Daray turned to real estate for cash flow opportunities, leading him to be able to leave his day job, travel the world, and become a creative financing expert who has coached over 500 students. His own road to financial freedom has enabled many following in his footsteps to do the same, and through his various lessons as a coach, countless investors have been able to determine the right strategies for their own investing success. Listen as Daray breaks down what he has learned, how he runs multiple businesses, and how he has helped investors achieve financial freedom by building lifestyle businesses through real estate investing.

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Website: https://www.camaplan.com/

More From Daray Olaleye Website: https://beforethemillions.com/author/darayolaleye/

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

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For many entrepreneurs, exposure, networks, and resources are readily available and have become increasingly easier to seek out. But not everyone is privy to these resources, and lack the knowledge and education needed to tap into their talents and execute their passions. How can aspiring entrepreneurs, small business owners, and self-starters begin if the resources don’t always present themselves right away? That’s where people like Zane Johnson, Esq. come in. Johnson’s law firm, M. Zane {+} Associates Professional Company, focuses on providing people in his community with not only the educational tools and simplified legal solutions to better understand their business, but the peace of mind to know that they are capable of doing so. With a career dedicated to helping non-profit organizations, those struggling with poverty, and the youth of Philadelphia, Zane has guided thousands in the direction of taking ownership toward their financial freedoms. Hear about his journey, his impact on the community, and what he has learned through it all this week on The Road to Financial Freedom.

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Website: https://www.camaplan.com/

More From Zane Johnson, Esq. and M. Zane {+} Associates Professional Company Website: https://mza.legal/

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

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One of the benefits of investing in alternative assets versus traditional investments like stocks, bonds, and mutual funds is the hands-on tangibility of those assets. The market volatility is unpredictable, and largely out of the average investor’s control. So how can you take control of your future wealth? William Bonati, principal in business development and marketing for the boutique alternative investments fund JKAM Investments, shares in his company’s goal to help investors “succeed in economic cycles” through tax-advantaged investments with a combination of cash flow and upside. Bonati’s extensive career as an investor, entrepreneur, and starter of the firm Infinity Asset Ventures LLC, has allowed him to understand and experience the many facets of alternative investing. Join us as we chat with William about his journey from entrepreneur to principal, the development of JKAM’s Diversified Real Estate Fund, and how through his own experiences, he is able to now help fellow investors find success in the ever-changing world of economic cycles. More Form Camaplan

Website: https://www.camaplan.com/

More From William Bonati and JKAM Investments Website: https://jkaminvestments.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

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Whether it’s leaving your nine to five day job to start your own business, to become an entrepreneur, or even to earn passive income from alternative investments, starting over and making changes can be a difficult decision to make. But as Ivan Barratt, founder and CEO of Barratt Asset Management, exemplifies, starting small doesn’t mean you have to limit the size of your dreams. What began as a single duplex managed from a spare bedroom has transformed into a portfolio of over 4,000 units, a staff of 100 employees, and $430 million in syndicated assets. Join us as we sit down with Ivan to discuss the growth of his company, his discoveries and lessons learned throughout his time in the real estate industry, how he and his team turned small deals into big deals, and more.  

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Website: https://www.camaplan.com/

More From Ivan Barratt and Barratt Asset Management Website:https://www.thebamcompanies.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

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When starting a business, fund, or any investment opportunity, it is important to not only understand your investment, conduct your due diligence, and choose the right partners and investors, but to also understand how your investment stands out and can help you and others build real wealth. For Rick Allen, Co-Founder of Paperstac and Co-Founder/Fund Manager of MWMfund, the goal has been to grow new ways for investors to purchase and sell mortgage notes. His investment experience in the real estate sector and creative leadership has allowed him to expand the market and bring mortgage notes to a larger audience. Hear about Rick’s vast experience in over 400 single family home purchases with purchase prices of $25M and a market value of $45M, about his experiences as a founder, and about how he seeks new ways to grow not only his business, but the world of his investments.

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Website: https://www.camaplan.com/

More From Rick Allen and Paperstac Website: https://paperstac.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

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For many prospective, new, and even seasoned investors, gaining experience is crucial for building a reputation and expanding your knowledge of investing, but for many, it is also considered to be a key for financial freedom. As we have learned from many of our guests, the constant pursuit of knowledge in this industry can lead to great success, a strong network, and growing wealth. For Upside Avenue’s Chief Investment Officer Chirag Hathiramani, his education and over 13 years of commercial transaction experiences now allows him to bring a specific, deep expertise of acquisitions and asset management in multiple asset types to benefit high-net worth clients across the sunbelt region of the United States. His experience grants him a crucial role in developing the company’s portfolio composition and performance as well as providing support for the company’s equity and capital raising activities. Join us as we sit down with Chi to discuss his journey to becoming CIO of Upside Avenue, a company specializing in non-trading multifamily REIT, how he uncovers new investment opportunities, and what his own unique strategies are for learning and growing.

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Website: https://www.camaplan.com/

More From Chirag Hathiramani Website: https://casorogroup.com/

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No investor is truly alone on their journey. Whether it is the inspiration of a mentor, or an established investor who has paved the way for others, or even someone online posting in a forum, there is a broad community of investors who have influenced each other and have made themselves resources for their peers. Alina Trigub, founder and Managing Partner of SAMO Investments, is guided by her business motto of educating fellow investors on how to build wealth. SAMO has enabled busy business owners, IT professionals, self-directed IRA investors, and more with valuable insight on how to earn passive income, grow wealth, and invest in commercial real estate. In addition to helping her clients invest in over 2200 apartment doors, over 45MM in Fund focused self-storage, and over 10MM Fund focused on mobile home parks, she has also dedicated her time as a leader to starting meetups in New York and New Jersey (“The Power of Passive Investing through Real Estate”) and joining forces with self-directed IRA custodians to discuss real estate investing in syndications using retirement funds. Hear her unique journey about her hard work, her path to leadership, and how she aims to provide future investors with the tools needed to build wealth.

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More From Alina Trigub Website: https://www.samofinancial.com/

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Every great investor story starts with a dream. Having a passion for what you do and a desire to learn and improve are parts of the journey all investors work toward in order to make their dreams a reality. But how do we find the discipline to put goals in place and properly utilize our inner strengths to achieve our dreams? As a real estate investor and stock market trader who has turned his own dreams and hard work into training and money coaching, Larry Steinhouse has always dreamed big. He bought his first investment property when he was eighteen years old, and despite learning some hard lessons along the way, has not looked back since. Now, he uses his skills to train others to be the best possible versions of themselves, as investors who make their dreams come true and grow true wealth. Hear Larry’s compelling story, about his training, and how he developed his styles for teaching and investing.

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More From Larry Steinhouse Website: https://larrysteinhouse.com/

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Before we can accomplish our financial goals, it is important to clearly establish what these goals are and create a plan to execute and achieve them. These goals may change at any point in your financial journey. Whether you are brand new to the scene or a well-established entrepreneur, addressing and accomplishing goals will always be a vital part of any stage of an investor’s lifetime. For Vincent J. Camarda, chairman and CEO of AG Morgan Financial Advisors, LLC, helping people pursue their financial goals has been his pride and passion since 1994. During his time with American Express Financial Advisors, Inc, Camarda quickly rose in ranks and established himself as the #2 producing advisor in the country by 2003 due to his referral-based business. This experience and expertise then allowed him to move to start his own full-service wealth planning firm, AG Morgan, where his primary focus continues to be allowing people, including those involved in alternative investments, to address and pursue their financial goals at all stages of their lives. Hear Vincent’s unique stories about how he rose in the ranks of over 13,000 American Express Advisors, his background as an insurance agent, and how his experiences led him to starting his own firm.

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More From Vince and A.G. Morgan Website: https://www.agmorgan.net/

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At any stage in your investment career, perhaps one of the most illuminating, honest, and challenging questions to ask yourself is, “Why?” Why am I choosing this investment? Why am I starting this fund? Why do I want to take this route to financial freedom? Being able to locate and define the “whys” that all investors encounter throughout their lives and careers can not only help you better understand your investments, but better understand yourself. Paul Moore is no stranger to the benefits and the pitfalls of real estate investing in all of its forms. His history and background led him to discover the benefits of real estate, build and co-manage a successful multifamily development, and become Managing Director of three commercial real estate funds at Wellings Capital. Moore’s education efforts as a co-host of two podcasts, his weekly contributions to Fox Business and BiggerPockets, and his book The Perfect Investment - Create Enduring Wealth from the Historic Shift to Multifamily Housing and Storing Up Profits - Capitalize on America’s Obsession with Stuff by Investing in Self-Storage have helped investors develop strategies to earn higher, safer returns, partner with the IRS to reap significant profits, and discover, determine, and execute their “big why”. Join us as we sit down with Paul to discuss his journey and how he discovered his own “big why” as an investor.

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More From Paul Moore Website: https://www.wellingscapital.com/

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On any road, there are pathways that can lead to new routes and new discoveries. For many successful investors, following their early passions is often what leads them to discovering the joys and benefits of alternative investments, and eventually, can lead them to financial freedom. Brian Adams, founder of Adams Investor Group, LLC, began as a CPA specializing in real estate taxation and forensic accounting for top tier firms and high-net worth individuals before combining his expertise and passion for real estate investing to create his own firm. Now, with over two decades of experience, he has bought and sold 3,800 apartment units valued at over $210 million and has helped countless clients with better understanding their tax and cash states to form a fiscally responsible position when it comes to their real estate investments. Brian has dedicated himself to serving his clients and remains diligent in continuing to educate himself in accounting, tax, and real estate fields. Listen to his background as a CPA and hear how pursuing his passions as an investor led him to founding his business, helping clients, and expanding his horizons.

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More From Brian Adams Website: https://www.adamsinvestorgroup.com/The IDEAL Report: Why Apartment Complexes make the IDEAL Investment!

Link: https://www.adamsinvestorgroup.com/ideal-investing-report/

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As a new investor looking to understand alternative investments, information is always at your fingertips...but sometimes, the sheer amount of it all can leave your head spinning. Nowadays, resources are everywhere, and whether it’s networks, events, publications, or even a simple search engine inquiry, your options as an investor are truly unlimited. So, how do you determine what’s best for you? There are always, of course, the major factors to consider, such as time, distance, and even who to partner with, that can truly help you discover your niche. For Ashley Wilson, co-founder of Bar Down Investments, LLC and HouseItLook, LLC, following her own passions into the world of real estate investing has led to over ten years of experience and involvement in over $40 million within both single and multi-family real estate transactions, and has also resulted in a successful high-end flipping business. Pursuing investing, construction management, operational consulting, and flipping has brought her to investments across the country, all while partnering in business with her husband, Kyle and her father, Tom. Hear about Ashley’s experiences working with family, investing near and far, and the lessons she has learned that have allowed her to continue pursuing her passions as an investor.

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More From Ashley Wilson Website: http://www.bardowninvestments.com/
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Whether you’re a well-established investor or someone who has just gotten their start, being able to “read”, or understand, an investment is the first step in conducting proper due diligence. Having a stronger grasp on your investments and how you can be in control of growing your income can lead to greater success as an investor, especially when it comes to alternative investments like real estate, private placements, and notes. Fred Moskowitz is a seasoned note investor, entrepreneur, author, and public speaker who is currently managing a mortgage note fund. His experiences as an investor have equipped him with the knowledge and wisdom to train investors at all levels of expertise to enhance their level of financial literacy, understand alternative investing, and create passive income streams. Join us as we sit with Fred to talk about his work with self-directed investing, alternative assets, his upcoming book “The Little Green Book Of Note Investing”, and his journey to financial freedom.

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More From Fred Moskowitz Website: https://www.fredmoskowitz.com/
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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.

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More From Richard Wilson Website:https://familyoffices.com//
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If you ask just about any investor how they got started to get where they are now, you may be surprised to find that almost no one will meet you with the response, “I always knew I wanted to be an investor”. For Mike Jones, who got his start in biology and electrical engineering, his never-ending curiosity and passion for learning and growing led him to new places in the world and as an investor. His life experience and unique studies turned his attention and focus to Single Family Residential Debt, from which he began as a note investor to help others stay in their homes and unlock new passive income streams. Mike’s first note fund, Forste Fund, LLC, delivered the promised 9% return to its investors and provided a business model he could expand on for his current note fund, First Position Capital, LLC. Over the course of his time as an investor, educator, and entrepreneur, regardless of his growing network and passive cash flow, Mike’s mission has remained the same as an investor as it has been his whole life: to help improve the lives of others.

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More From Mike Jones
*Linked In : Firstposition Capital

Website https://1stpositioncapital.com/ Meetup: Mortgage note investing network

Phone: 503-432-6070*
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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. 

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More From Ian Walsh
Website: https://hardmoneybankers.com/

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For so many of us, it’s easy to get bogged down by our nine to five jobs, especially if Uncle Sam has such a big say in how much of that hard-earned W2 income comes out of our paychecks. The ability to take control of our wealth and hold onto more of what we make is a goal for more and more investors as they seek alternate avenues to their W2 income jobs. For investor, serial entrepreneur, and podcast creator/host M.C. Laubscher, figuring out how to escape this “rat race” and replace his income through cashflow investing allowed him to think with the agility, alertness, and freedom of a cashflow ninja. He has created a digital media platform through multiple top-rated investor and business podcasts, such as Cashflow Ninja and Cashflow Investing Secrets that trains and educates investors and business owners on how to create, recover, hold onto, and grow their cashflow through advanced strategies. Join M.C. as he talks with us about his journey as an investor, the growth of his educational podcasts, and his strategies to cashflow investing.

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More From M.C. Laubscher
Website: https://cashflowninja.com/

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Regardless of where you are in your journey, finding balance between your financial and personal goals can be a valuable wealth-building key for investors. But how is this balance achieved? How can you ensure that your investments will gain capital while strategizing for your family’s future well-being? For starters, having a trusted team of financial experts on your side can help you determine whether investments are the right fit for you and your life goals. Matt Topley, Founder & President of Lansing Street Advisors, has overseen his clients’ strategies for investments, personal finance, and life. His extensive financial background from nearly two decades behind the trading desk and studying abroad has allowed him to help clients enhance, preserve, and protect their wealth for future generations. Hear his stories from his unique, global background and learn strategies for investing and life that will help you build a successful financial future and family legacy.

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More From Matt Toppley

Website: https://lansingadv.com/

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Perhaps one of the most common things we as investors take for granted is our mental health. How often do we check in with ourselves to evaluate if we are not only financially, but emotionally ready to take on an investment? How can we access our strengths and improve upon our weaknesses in order to grow our wealth and meet our goals...all while becoming the best version of ourselves in the process? Meet founder and Ace of Transformation behind The Conscious Edge: Alecia St. Germain. For more than 15 years, she has trained over 7,000 clients one-on-one and in small groups in developing strategies and tools such as Immunity-to-Change coaching to make lasting impact as leaders, entrepreneurs, and well-rounded investors. Hear her story of how she developed her practices, how it has impacted some of the well-known real estate industry experts, and learn how you can start developing strategies to start making your own impact on the investment world.

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*Email: Alecia@aleciastgermain.com

Use Camaplan Podcast in subject

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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 CamaplanWebsite : https://www.camaplan.com/

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In our quest for a diversified portfolio, we may get tripped up on knowing where to turn next. Where can you expand your expertise and venture into new investments that will help you grow your wealth, and how do earn those desired high returns on investments without running the high risk? This is what Joanne Musa, famously known as the Tax Lien Lady, has been educating thousands of investors on when it comes to investing in tax liens and tax deeds. As the number one trusted expert in the United States on the matter, Joanne has been a major contributor to real estate investing websites and to several best-selling publications on Amazon. Listen to her personal journey to hear how she found this type of investing and expand your education on the benefits of tax lien investing. 
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Website: https://www.camaplan.com/More From Joanne Musa Website: https://www.taxlienlady.com/

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Alternative assets span a wide range beyond the realm of Wall Street’s traditional stocks and bonds. Perhaps you’re familiar with popular alternative assets like real estate, notes, and even precious metals. Diving deeper into these investments can open you up to a whole new world of specialized asset types that can help you grow your wealth over time. Troy Eckard is a former investment broker who turned to the energy sector to build several successful business operations. He invests in real estate, mineral rights, midstream, on and offshore drilling, fabrication, storage, and transportation both personally and as a co-investor with his company, Eckard Enterprises, LLC. Raising over $200 million in energy and real estate assets stemmed from Eckard’s desire to bridge the market gap for clients so that they may access and acquire tangible, long-term, cash-flowing

More From CamaPlanWebsite:https://www.camaplan.com/More From Troy EckardWebsite: https://eckardenterprises.com/ *Telephone Number: (800) 527 8895

Email: info@eckardenterprises.com*

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Not everyone knows they want to be an investor right away. Some of us take many paths before charting a course on the road to financial freedom. Regardless of where you are in life, building wealth and saving for retirement is never a wrong turn to make. After thirteen years as a vagabond musician, Corinn Altomare took on the challenge of embracing several new roles in the world of real estate investing as property manager, owner, and syndicator. Over the course of eight years, her company, Hearthfire Holdings, has grown a portfolio of residential and commercial multi-family real estate in the Philadelphia area.  It has recently shifted into self-storage investing, where the acquisitions have so far proven resilient amidst tumultuous times. Hear Corinn’s stories as a musician and real estate investor, and discover with us as we discuss her keys to navigating new and ever-changing roles in the world of financial freedom.

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More From Corinn and Hearthfire Holdings

Hearthfire Holdings Website: https://hfireholdings.com/about.asp
Corinn's Email: Corinn@Hfireholdings.com

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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

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Perhaps one of the greatest setbacks or reservations new investors have encountered concerns risk. Investing in alternative assets like real estate requires understanding risks and complying with IRS regulations, tax law, and more to ensure your investments avoid penalties and lawsuits. So how do you invest safely? How do you rise in the real estate ranks without running into the risk of being sued? As a former litigation attorney and real estate investor owning property in 10 states, Scott Smith has committed his deep knowledge and understanding of how lawsuits work to protect real estate investors and their futures. Hear his story and learn how to take your real estate game to a whole new level with techniques for structuring entities, creating an investment dream team, keys to lawsuit defense, and how to make yourself a nearly invincible investor.

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Website: https://www.camaplan.com/

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Royal Legal Website: https://royallegalsolutions.com/
Facebook Group: Real Estate Investors Coner

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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 CamaPlan Website: https://www.camaplan.com/

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No matter where you are on your investment journey, you may reach a point where you decide it’s time to seek out new business opportunities. But how do those opportunities arise, and how does one seek them out? Steve Lloyd and Kerry Faix, founders and managing partners of Stone Bay Holdings, have dedicated most of their careers to developing relationships with partners to secure capital, deliver diversified portfolios of real estate investment opportunities, create passive income, and generate private capital. These long-time partners both share a passion for educating investors and entrepreneurs in how to build their business and grow their income. Their background in this industry has enabled Faix and Lloyd with the knowledge and know how to turn any economic situation into an opportunity. Hear about their journey of entrepreneurial experience and how this team has helped

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Website: https://stonebayholdings.com/

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For many new and even experienced investors, learning how to invest in alternative assets and build a diverse investment portfolio is a key tool for growing wealth. As a successful and experienced business owner and syndicator, founder and CEO of The Real Asset Investor Dave Zook has expanded his business and knowledge beyond traditional real estate investing. Since 2010, ventures in thousands of multi-family apartments, multiple large institutional grade self-storage facilities, and cleaner energy distillation units which produce pharmaceutical grade oil and liquids have led Dave and his team to acquire over $150 million of real estate. Additionally, his team is also one of the top five operators of automated teller machines (ATMs) in the country. Hear about how his journey led him to new, unique ventures and learn how you can begin to invest in your chosen asset class and make the most of your knowledge.
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The Real Asset Investor Website:https://www.therealassetinvestor.com/investments/asset-class/atms

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As investors, we ask ourselves many questions when we start out: Do I have the time to start investing? How much can I afford to spend on investments? Is this investment right for me? How do I find the right property? Am I ready? For Liz Faircloth and her husband, who are co-founders of The DeRosa Group located in Trenton, NJ, helping investors answer those questions and “transform their lives through real estate” by bringing properties to their highest and best use and promoting the core value of win-win partnerships. Liz continues to give back to investors navigating their way to financial freedom as a co-founder of The Real Estate InvestHER community, which promotes empowerment, accountability, and mentorship for women in the investment sphere. As an investor, a speaker, and podcast host, Liz’s ongoing outreach to her community of investors, much like DeRosa’s mission to its properties, enables investors to live to their highest and best use. Hear her story and learn how you can gain the tools to begin transforming your own investment life and strategies.
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Website: https://www.camaplan.com/
More From Liz Faircloth

DeRosa Group: https://www.derosagroup.com/

The Realestate Investher: https://therealestateinvesther.com/

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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. 

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CamaPlan Website:
https://www.camaplan.com/

More From Will Mucker:Will's Email:
wmucker@camaplan.com

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2020 has been a confusing year on so many levels.  In their efforts to help businesses and taxpayers cope with economic disruptions, Congress and the IRS have passed a veritable blizzard of new rules and deadline changes, many of them affecting retirement savings.  Some of the new rules leave certain issues vague or unaddressed, deliberately so in some cases in order get these approved or legislation passed, with an understanding that these issues will be resolved later.  But don’t feel bad, even the pros are bewildered by some of this.

More From Cama Plan & Carl Fischer

CamaPlan Website:
https://www.camaplan.com/

More From IRS Tax:IRS Website:https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments

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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. 

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CamaPlan Website:
https://www.camaplan.com/

More From Lou PolisanoLou's Email:
Lpolisano@camaplan.com

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Dave Van Horn has raised over $200 million dollars for both notes and commercial real estate. He is President and CEO of PPR Note Co., a holding company that manages several funds for buying, selling, and holding residential mortgages. He is also a co-founder and board member of Strategic Investor Alliance, a weekly investment blogger on BiggerPockets.com, and a national speaker. But none of his success came overnight. His accomplished career and expertise have derived from over 30 years of residential and commercial real estate experience, and from building a considerable portfolio of investments. Hear from the personal lessons he has learned, as well as how his passion for educating investors has led others to follow his path to build and preserve their wealth. 

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CamaPlan Website:
https://www.camaplan.com/

More From Dave Van HornPPR Note Website:
www.pprnoteco.com
PPR Note News Letter:
https://pprnoteco.com/investor-newsletter/ 
Bigger Pockets Website:
https://www.biggerpockets.com/store/real-estate-note-investing-ultimate

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In addition to operating planes for several major United States airlines, Ralph Marshall actively operates in the field of alternative investments. Marshall has over 20 years’ experience in buying and selling thousands of notes secured by real estate, private lending, private placements, trusts, and self-directed retirement accounts. He also served as an officer in the U.S. Airforce, where he flew combat missions, managed hundreds of personnel and millions in military assets, and was a legislative liaison to the U.S. Congress. Hear how this successful pilot’s unique background and skillset contributed to how he navigated successful business strategies to drive his work with his private equity company and help private investors seek income through alternative investments.

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CamaPlan Website:
https://www.camaplan.com/

More From Ralph Marshall

HighSpeed Alliance Website:
http://www.highspeedalliance.com

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Josh McCallen got his start in the hospitality industry at age 14 washing dishes. Now, he is a nationally recognized hospitality executive, conference speaker, innovator, builder & investor for the development of exceptional resort properties and growing world-class operational teams. Over the course of 20+ years, Mr. McCallen has led over $100,000,000 in luxury residential and hospitality construction, served as president of a 400+ person hotel development and management company, and built numerous businesses & brands.  Melanie, Josh’s wife and business partner in both Accountable Equity and Vivamee Hospitality, manages designers and architects and serves investors on hospitality projects. Being parents of 10 means genuine hospitality comes naturally to the McCallens, and as Melanie says, “Your passion comes through when it’s authentic”. Hear the story of how they invented the concept of “investor hospitality”, and how they learned to think outside the box as investors, mixing business and pleasure to turn amenities like wineries and golf courses into wealth-building opportunities.  

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When Marc J. Bernstein wrote his book, The Fiscal Therapy Solution 1.0: A Six-Step Process to Financial Health (For You and Your Business), he was not only laying out a step-by-step guide to transforming finances, but he was paving the way for readers to unlock their financial freedom. As an established entrepreneur, Marc uses his innovative take on goal-setting and financial-planning tips to help others turn dreams into realities.... All while remaining an accomplished musician and family-man. In this episode, hear his story and steps to making his own dreams become realities.  

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With our first paychecks, many of us are shocked by the difference between what we are paid and what we receive after taxes.  How can we keep more of what we earn? How can we use it to get beyond the 9-5 job and achieve true financial independence?  Find out how Carl Fischer went from launching rockets as an engineer at NASA to becoming a financial independence pioneer by teaching investors, financial advisors and investment providers the power of self-directed IRAs. Hear Carl’s story, get pro-tips from his decades of successful investing and learn secrets the wealthy have used to become a full-time investor and make your money work harder for you.

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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.