Money with Mission Podcast: Recent Episodes
Felecia Froe
Join Dr. Felecia Froe, physician-turned-educator about money, on the Money with Mission podcast, where investing meets purpose. Dive into inspiring conversations with diverse experts, uncovering actionable insights to empower your financial independence and help you live the life of your dreams sooner. At Money With Mission, we believe every woman should have the financial ability to walk away from any job or relationship that is not in her best interest. Whether you're planning your first investment or scaling your wealth, each episode is designed to help you LIVE, Learn, Invest, Value, and Enjoy your journey towards financial freedom. Tune in to transform your financial destiny and live more abundantly.
What If the “Standard Life Plan” Is the Real Trap?
I sit down with Bri Conn, a Certified Financial Planner at Childfree Wealth, for a refreshingly honest conversation about what it means to choose a different path.
Bri opens up about the money messages passed down in her family, like the ever-present Dave Ramsey book in her grandmother’s kitchen, and how those early lessons shaped her beliefs. From preparing for financial abandonment when she came out in college to becoming a planner helping others chart a non-traditional path, Bri’s story is about rewriting the money rules and taking full ownership of your future.
If you've ever felt boxed in by expectations: marriage, kids, retirement at 65, this episode will challenge you to ask: What do I really want my life to look like?
Tune in now to watch or listen, you don’t want to miss this one!
00:00 – Childhood Lessons: Cash-Only Living & Dave Ramsey Roots
05:00 – Coming Out, Working 4 Jobs & Saving “Just in Case”
10:00 – Discovering Personal Finance & Building a DIY Strategy
17:00 – The Career Pivot: From Burned-Out Marketer to Financial Planner
21:00 – Starting Childfree Wealth: Who It’s For & Why It Matters
28:00 – Ditching the Standard Life Plan & Defining Your Path
36:00 – Flat Fees, Boundaries, & Building Your Dream Financial Team
💼 Be the Boss of Your Own Money. Own Your Future.
You were born for so much —to lead, inspire, and strive with purpose. At WealthBuildHers, we’re defining what it truly means to be financially fearless. Join a movement of bold women who are investing with intention, building wealth, creating legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Bri!
LinkedIn: https://www.linkedin.com/in/conn-bri/
Website: https://childfreewealth.com/
Key Quotes:
"You can only truly have flexibility if you have a solid financial foundation." - Bri Conn
"Simple finances, amazing life—that's our big motto." - Bri Conn
Is It Really About the Money? In this episode, Dr. Froe sits down with Chelsea Williams, an accountant, speaker, and host of Always and Never About Money, to explore how our money struggles often have little to do with money.
Chelsea's story demonstrates how our self-esteem, mindset, and past experiences shape our financial lives, spanning experiences from learning basic budgeting on public transport to building complete financial systems. This provides useful strategies, new perspectives, and a revitalized sense of opportunity, particularly for women entering the Great Wealth Transfer.
00:00 Money memories, curbside toys & early beliefs
06:00 A bus driver’s lesson that changed her life
10:00 Becoming a mom and the start of a mission
17:00 Discovering accounting and building value
25:00 From employee to VP to entrepreneur
35:00 Why women feel behind, and why we’re not
45:00 Mindset, negotiation & claiming your worth
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth—to lead, inspire, and rise. At WealthBuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Chelsea!
Website: moneymastery.work
LinkedIn: https://www.linkedin.com/in/chelseamwilliams-chieffinancialarchitect
Key Quotes:
"Money is a mirror. There is no such thing as a money problem—just a problem showing up in your money." – Chelsea Williams
"We’ve only been in the financial algorithm for 1% of its life—give yourself grace." – Chelsea Williams
What if your journey to financial freedom began with a Craigslist roommate and a condo covered in shag carpet?
In this episode, I had the pleasure of speaking with Jessie Lang, a woman who accidentally found her way into real estate and went on to build a thriving investment business. Jessie didn’t come from wealth and didn’t have a roadmap. But she took one intentional step at a time, starting with renting out a spare room, and that small move sparked everything.
We talk about how she walked away from her W-2 job with no backup plan, built a portfolio of 75 rental doors, and now empowers others to build wealth through real estate. Jessie’s story is honest, inspiring, and a powerful reminder that you don’t need to have it all figured out to begin. You just need to take that first step.
00:00 How Jessie “accidentally” became a landlord
05:00 Childhood lessons & early money mindset
10:00 Buying her first property with $3K in savings
15:00 House hacking + quitting her job with no plan
20:00 From wholesaling to long-term rentals
25:00 Learning the BRRRR method & building systems
30:00 Managing properties + walking away from bad deals
💼 Be the Boss of Your Own Money. Own Your Future. You were born to build more than just wealth—to lead, inspire, and rise. At WealthBuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Jessie!
Instagram: @jessielangofficial
Grab her Book: Rentals Made Easy https://a.co/d/hAegcXI
Facebook Group: https://urlgeni.us/facebook/unlockedguide
Free BRRRR Mini Course: https://www.unlockedrentals.com/minicourseoptin
Key Quotes:
“I just knew that rich people bought real estate… so I figured I’d start now.” – Jessie Lang
“I didn’t even realize I was house hacking. I just knew I didn’t want to pay the mortgage alone.” – Jessie Lang
Let’s take a moment to explore the powerful and often overlooked history of women and money in America. This journey has been marked by bold shifts, surprising setbacks, and undeniable progress. The path has been anything but linear from the 1862 Homestead Act to women now leading Fortune 500 companies.
This isn’t just a look back; it’s a reminder that your wealth-building journey is part of something bigger. When we understand the laws that shaped us, like the Equal Credit Opportunity Act of 1974, and celebrate pioneers like Madam C.J. Walker, we begin to see that financial independence isn’t just about money. It’s about power, legacy, and rewriting the future.
Why does this matter now? I believe every woman deserves the financial power to walk away from any job or relationship that isn’t serving her. This episode is a reminder that we’re not just chasing wealth, we’re building freedom.
Let’s keep learning, investing, valuing ourselves, and enjoying the journey together.
01:15 – Before 1974: Needing a man’s permission to open a bank account
04:30 – The Homestead Act and the start of women’s property rights
06:15 – Madam CJ Walker’s legacy of empowerment
07:45 – The 19th Amendment and why voting is part of wealth-building
10:00 – The Equal Pay Act: Progress and reality
12:45 – Janet Yellen and the rise of women in economic leadership
14:00 – From one female CEO in 1972 to over 50 today
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth—to lead, inspire, and rise. At WealthBuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Key Quotes
"Women aren’t just savers, we’re strategic investors." - Dr. Felecia Froe
“Democracy and wealth building go hand in hand." - Dr. Felecia Froe
"We’re not done. Not by any stretch of the imagination." - Dr. Felecia Froe
In this deeply thought-provoking episode, Dr. Felecia Froe sits down with CPA and nonprofit strategist Missy Sue Mastel to dismantle the myths around money, mission, and what truly matters. From growing up in a family-run bagel bakery to building systems for nonprofits and mission-driven corporations, Missy Sue shares how financial structure and purpose can (and should) coexist.
This isn’t just about how nonprofits can build sustainable revenue, it’s about how every woman can define her own “theory of change” and build wealth that fuels real-world transformation. If you've ever wondered how your financial life could reflect your values, this conversation is for you.
02:15 – Missy’s Early Money Lessons from the Bakery
07:55 – “Money Alone Doesn’t Remove Stress”
13:20 – Discovering Purpose through Volunteerism
21:10 – What It Really Means to Be a CPA for Good
27:40 – The Power of the “Theory of Change” in Wealth and Nonprofits
36:15 – B Corps, Impact Reports & Accountability
45:30 – Personal Mission = Organizational Mission
💼 Be the Boss of Your Own Money. Own Your Future. You were born to build more than just wealth—to lead, inspire, and rise. At WealthBuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Missy!
📘Grab her book: Generation Giving Back
Website: http://www.masstel.com/
LinkedIn: https://www.linkedin.com/in/missy-s-mastel-596751/
Key Quotes:
“Your money speaks for you. Anything else is actually inauthentic.” – Missy S. Mastel
“You are not making decisions for the rest of your life, you’re making decisions that serve you today.” – Missy S. Mastel
What happens when a woman dares to run for president before she can even vote?
In this episode, I’m honoring the trailblazing Victoria Woodhull, a woman who broke every rule in the 19th-century playbook to claim her voice, her power, and her financial freedom.
She wasn’t just the first woman to open a brokerage firm on Wall Street or run for U.S. president, she was the first to publicly connect money with female empowerment on a national stage. Victoria didn’t just want wealth. She wanted control over how it was used, who got access to it, and how it could transform a woman’s life.
This story? It’s not just about a woman in history. It’s a masterclass in ownership, resilience, and radical reinvention.
So if you’ve ever been told to “stay in your place” or “wait your turn”, this one’s for you. Let’s begin.
00:00 – Why 60% of women stay stuck—and how money can set them free
01:10 – Victoria’s origin story: Poverty, survival, and an early hunger for power
02:40 – Breaking barriers: Launching the first woman-owned Wall Street brokerage in 1870
03:30 – Turning profits into purpose: Launching a radical women-led newspaper
04:15 – Scandal, truth-telling, and the cost of courage: Arrested on Election Day
05:20 – Reinvention abroad: Leaving America and reclaiming her power in England
06:10 – 3 key takeaways: Allies, platforms, and why reinvention is a wealth strategy
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth — to lead, inspire, and rise. At Wealth BuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Key Quotes: “Financial independence is political, personal, and powerful.” – Dr. Felecia Froe
“Victoria Woodhull didn’t wait for permission. She created her own seat at the table.” – Dr. Felecia Froe
What if your hobby could replace your paycheck and then some?
In this episode, Dr. Felecia Froe returns for Part 2 with Sun Yong Kim-Manzolini, and the conversation goes deep into mindset, money, and mission. Sun Yong takes us on the next leg of her journey, sharing how she walked away from her “dream job” with no savings, took on options trading as a hobby, and ended her first year earning more than she ever had.
This isn’t just about financial strategy, it’s about bold reinvention, fierce independence, and choosing to believe in your potential no matter where you’re starting from.
01:30 – Choosing Purpose Over Scarcity
07:15 – “I Didn’t Want My Kids to Remember Me Always Working”
12:40 – The Day She Decided to Retire With Only $10 in the Bank
20:05 – Rejecting Rescue: “I Wanted to Pay for My Own Meal”
27:30 – Discovering Options Trading
33:00 – Turning Practice into Profit: $178K in Year One
44:15 – “You Make Your Own Rules”
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth—to lead, inspire, and rise. At WealthBuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Sun Yong!
Website: https://dreambigsetgoals.club/
LinkedIn: linkedin.com/in/sunyongkim-manzolini
Key Quotes:
“You make your own rules. You create your power. You live your own life on your terms.” – Sun Yong Kim-Manzolini
“It’s never too late to change who I want to become—financially, emotionally, mentally, and physically.” – Sun Yong Kim-Manzolini
How do you move from abandonment and scarcity to a life of abundance and confidence? In this powerful episode, Dr. Felecia Froe speaks with entrepreneur and speaker Sun Yong Kim-Manzolini, who shares her journey from South Korean orphanages to thriving in America. Her story is a powerful reminder that financial empowerment is about reclaiming dignity, making informed choices, and finding purpose while building wealth from the inside out.
00:00 Opening Reflection: Freedom and Limitless Possibility
01:00 Introduction to Sun Yong's Story
02:00 Childhood Lessons on Money and Survival in South Korea
04:00 Life in the Orphanage: Loss, Abandonment, and Early Independence
06:00 Learning to Walk at Age 5 and Facing Disability Challenges
08:00 Betrayal by Her Sister and Growing Hatred Toward the World
10:00 Discovering Her Hair, Lip, and Struggles with Self-Image
11:00 Adoption Opportunity: Hopes, Doubts, and Skepticism
14:00 Preparing for America: Learning About Western Culture
16:00 Arriving in the U.S.: Sickness, Shock, and Overwhelming Gratitude
20:00 Feeling "Rich" for the First Time: Clothes, Shoes, and Gum
26:00 Building Trust and Finding Belonging in Her Adoptive Family
29:00 Helping Friends in the Orphanage Find New Families
31:00 Getting Married and Early Financial Scarcity Mindset
33:00 Dream Job as a Certified Medical Assistant
35:00 Facing Domestic Challenges: Abuse, Scarcity, and Divorce
38:00 Breaking Free: Choosing Peace for Herself and Her Children
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth—to lead, inspire, and rise. At WealthBuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Sun Yong!
Website: https://dreambigsetgoals.club/
LinkedIn: linkedin.com/in/sunyongkim-manzolini
Key Quotes:
"Right now, I have more than enough. I’m living very rich, not because of money, but because of gratitude."– Sun Yong Kim-Manzolini
"I had to decide: Do I stay stuck, or do I show my kids that life can be peaceful, that life can be different?"– Sun Yong Kim-Manzolini
What happens when a woman turns flour, fire, and fearless vision into a legacy?
In this episode, I’m sharing the story of Lucille Bishop Smith. A culinary genius, fearless entrepreneur, and one of the earliest branding queens of her time, Lucille turned a simple hot roll mix into a multi-generational movement.
She didn’t just bake. She built. She taught at HBCUs, created multiple streams of income, and left behind a blueprint for ownership, legacy, and wealth creation.
Lucille’s story is more than inspiring. It’s instructive. Because wealth isn’t just earned but built with vision, strategy, and the courage to own your brilliance.
So if you’ve been sitting on an idea, wondering if it’s worth pursuing, this episode is your reminder. Yes, it is. And your legacy is waiting.
Let’s get into it.
00:00 – Introducing Lucille Bishop Smith: Innovator, educator, and legacy builder
01:55 – Her hot roll mix invention and early branding brilliance
02:15 – Facing racism and sexism: She expanded instead of shrinking
02:40 – Real talk: Courage isn’t fearlessness, but rather an action despite fear
03:20 – Lesson 1: Innovate and own your creations
03:50 – Lesson 2: Build multiple income streams beyond your core talent
04:10 – Lesson 3: Build a brand, not just a business
04:45 – Challenge: What’s your “hot roll mix”? Protect and monetize your genius
05:30 – Final reflections: Let your “why” push you past fear into legacy
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth — to lead, inspire, and rise. At Wealth BuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Key Quotes:
“You deserve to profit from your genius.” – Dr. Felecia Froe
“Wealth isn't built from a single paycheck. It's built from strategy and streams.”– Dr. Felecia Froe
“Lucille Bishop Smith didn't just build wealth, she built a blueprint.”– Dr. Felecia Froe
What happens when a 10-year-old becomes one of the richest Black children in America, without protection in place?
In this episode, Dr. Felecia Froe shares the remarkable story of Sarah Rector, an oil heiress whose sudden wealth brought headlines, legal battles, and racial scrutiny. It’s more than a story of riches. It's a lesson in resilience, strategy, and safeguarding what you build.
If you’ve ever wondered how to protect sudden or growing wealth, this episode is your blueprint.
00:00 – Introducing Sarah Rector – the richest Black girl in America
01:40 – Oil discovery, headlines, and early fortune at age 10
02:15 – The reality of wealth without protection: guardianship and racism
03:00 – Mishandled money, systemic barriers, and personal resilience
03:45 – Lessons we can all apply from Sarah’s life
04:40 – Your wealth needs a strategy, protection, and personal involvement
05:20 – True power is in your ability to rise again after setbacks
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth — to lead, inspire, and rise. At Wealth BuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Key Quotes:
“Wealth without protection is vulnerability.” – Dr. Felecia Froe
“True financial power lies not in perfection, but in resilience.” – Dr. Felecia Froe
What truly shapes our money mindset—and how can we reshape it? In this compelling conversation, Dr. Felecia Froe sits down with certified financial planner Sophia Yudkowsky to explore the roots of our beliefs about money, how family culture and early experiences inform our financial habits and the empowering role of objective financial guidance. From navigating first jobs and 401(k)s to preparing financially for significant life events like marriage and children, Sophia shares practical strategies and more profound reflections.
The episode offers a blend of heartfelt storytelling and tactical wisdom, inviting listeners to reframe their relationship with money, get comfortable asking for help, and, ultimately, embrace the power of informed financial planning.
04:07 Sophia's Financial Journey
05:49 Family Culture and Money
10:30 Financial Planning and Early Career
13:12 Preparing for Parenthood
15:19 Investment Strategies and Options
22:03 Building After-Tax Dollar Buckets
22:25 Understanding Roth IRAs
23:03 Concerns About Government Control
23:44 Importance of Diversifying Investments
24:27 Working with Financial Advisors
25:29 Addressing Money Shame
27:43 Financial Planning for Couples
29:57 Choosing the Right Financial Advisor
31:07 Managing 401k Investments
34:19 How Financial Advisors Get Paid
37:42 Financial Nesting for New Parents
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth — To lead, inspire, and rise. At Wealth BuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Connect with Sophia!
Website: https://www.mesirow.com/home
LinkedIn: https://www.linkedin.com/in/sophia-yudkowsky-cfp%C2%AE-99424393/
Key Quotes:
"The most important part of financial planning—knowing what you own, knowing what you owe, and staying aware of how it all fits together." - Sophia Yudkowsky
"We're always evolving, just like our lives change, the way we think about money should too" - Sophia Yudkowsky
What does it mean to be a warrior in today’s world? In this inaugural episode of the Wealth BuildHers Podcast, host Dr. Felecia Froe invites women to take up arms—not in battle, but in financial literacy, strategic investments, and business insight. Drawing bold inspiration from The Woman King and the legendary Agojie Warriors of Dahomey, Dr. Froe calls on women to tap into their inner strength to secure financial independence and freedom. With real talk on shame-free money conversations, actionable wealth-building steps, and the power of community, this episode is a rallying cry for women to rise, lead, and leave a legacy.
If you’ve ever felt stuck in a job or relationship because you couldn’t afford to leave, this episode is for you.
00:00 Empowering Women Through Financial Literacy
01:12 Introducing Wealth Builders Podcast
01:46 Creating a Supportive Community
02:46 Historical Inspirations and Modern Parallels
05:04 Channeling the Warrior Mindset
05:21 Steps to Financial Empowerment
06:50 Building a Legacy
💼 Be the Boss of Your Own Money. Own Your Future.
You were born to build more than just wealth — To lead, inspire, and rise. At Wealth BuildHers, we’re redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and rewriting money rules.
Ready to take the first step?
Connect with us today:
Website: moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission/
Key Quotes:
"Women must arm themselves not with weapons, but with financial literacy, investments, and business acumen." – Dr. Felecia Froe
"Wealth BuildHers is a place to talk about investments—without judgment, fear, or shame." – Dr. Felecia Froe
“Knowledge is power, but it’s action that truly holds power.” – Dr. Felecia Froe
What happens when life throws you obstacles, and you refuse to back down? Tara Zaluski, CEO of RTZ Property Services, shares her extraordinary journey of resilience and reinvention. From a turbulent childhood to early independence and eventually becoming a powerhouse entrepreneur in real estate, Tara’s story is one of determination, strategy, and transformation. She reveals how financial literacy, overcoming adversity, and embracing opportunity have shaped her mission to revitalize communities and empower others with economic freedom.
This episode is packed with insights on building wealth, overcoming setbacks, and making a lasting impact.
00:00 - Introduction and Money with Mission’s Purpose
02:01 - Early Struggles and Finding Independence
07:53 - Discovering the Importance of Money & Stability
13:29 - The Pivot: From Survival to Strategy
18:20 - Entrepreneurial Beginnings: Learning Business the Hard Way
26:55 - Building a Real Estate Empire
34:18 - Revitalizing Communities & Educating the Next Generation
Connect with Tara!
Website: https://www.rtz.one/
LinkedIn: https://www.linkedin.com/in/tara-zaluski-5081111b6/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“I can give you the roadmap and tell you what to do all day long, but if you don’t take action, none of it matters.” - Tara Zaluski
“I didn’t have direction at first, but I knew one thing—I wasn’t going to stay stuck.” - Tara Zaluski
What if your relationship with money has less to do with numbers and more with trust? In this episode of Money with Mission, Dr. Felecia Froe speaks with financial coach Hanna Morrell and her apprentice coach, Whitney, about financial trauma, self-worth, and learning to trust yourself with money. Hanna shares her personal journey of navigating financial uncertainty and the tools she developed to help others break free from restrictive, fear-driven money habits.
Together, they unpack how societal expectations, family teachings, and personal experiences shape our financial decisions—and how we can reclaim control. If you've ever felt shame, guilt, or stress around money, this episode is for you.
00:00 - The Power of Financial Awareness
04:03 - Understanding Financial Trauma
12:16 - Breaking the Cycle of Obligation & Restriction
25:45 - The Plus Five / Minus Five Method
39:30 - Overcoming Fear & Learning to Trust Yourself with Money
50:12 - A Simple Exercise to Identify Financial Pressure
Connect with Hanna! Website: https://yourworthcoach.com/felecia/
LinkedIn: https://www.linkedin.com/in/hannamorrell/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Money is holistic. Every part of your life touches your money, and money touches every part of your life." – Hanna Morrell
"Restriction is bullshit. The more we force ourselves into financial decisions, the more we resist them." – Hanna Morrell
What if the key to securing your financial future was sitting right under your roof? In this episode of Money with Mission, Dr. Felecia Froe sits down with reverse mortgage specialist Laura Phillips to explore the power of home equity as a financial tool. With over 25 years in real estate and mortgage lending, Laura sheds light on how reverse mortgages work, who they benefit, and the myths surrounding them. They dive deep into strategic ways to use home equity, including retirement planning, legacy building, and tax-efficient withdrawals. Whether you’re skeptical or curious, this episode will expand your understanding of how your home’s value can serve you in ways beyond just being a place to live.
Tune in for practical insights and expert guidance that may change how you view your wealth.
00:00 Introduction & Meet Laura Phillips
04:32 Laura’s Money Journey & Lessons Learned
12:45 Reverse Mortgages: What They Are & How They Work
26:13 Strategic Uses of Reverse Mortgages
39:30 Estate Planning & Family Considerations
50:16 Choosing the Right Reverse Mortgage Professional
Connect with Laura! Website: https://lauraphillips.com/
LinkedIn: https://www.linkedin.com/in/laurawphillips/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“Money is like a river; it comes in, it flows out. The key is learning how to control that flow to serve you best.” – Laura Phillips
“A reverse mortgage isn’t about being desperate for money—it’s about using your home’s equity as a strategic financial tool.” – Laura Phillips
How can you align your investments with your values while securing financial freedom? Dr. Felecia Froe revisits her guest appearance on The Level Up REI Podcast with host Lisa Hylton to share her journey from medicine to impact investing, proving that wealth-building and meaningful change can go hand in hand. She reflects on the pivotal moments that led her to real estate, the hard lessons of the 2008 financial crisis, and how she now channels her efforts into residential assisted living and sustainable agriculture.
Expect insights on resilience, strategic partnerships, and how personal growth is the foundation for lasting success. Whether you're a seasoned investor or just beginning your journey, this conversation offers fresh perspectives on making money while making a difference. Tune in for a thought-provoking discussion that might reshape your thoughts about wealth and impact.
02:05 - Introduction & Dr. Felecia Froe’s Background
06:00 - Navigating the 2008 Financial Crisis & Lessons Learned
12:45 - Shifting Focus: Residential Assisted Living Investment
19:10 - Impact Investing Through Agriculture & Food Access
26:15 - The Power of Teamwork & Personal Development in Business
32:50 - Financial Literacy & Legacy Building for Women
Connect with Lisa!
Website: https://lisahylton.com/
LinkedIn: https://www.linkedin.com/in/lisa-hylton/
Podcast: https://podcasts.apple.com/us/podcast/the-level-up-rei-podcast/id1499611126
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Your level of success will rarely exceed your level of personal development. If you want to grow financially, you need to grow personally." - Dr. Felecia Froe
"The right team will make or break your business. Choose wisely and invest in people who challenge and support you." - Dr. Felecia Froe
Can you truly build the life you want while relying on someone else’s paycheck? Dr. V Brooks Dunbar shares how she shifted from financial struggle to financial freedom—starting with buying her first home at 22, navigating corporate life with a strategic exit plan, and using real estate to create lasting wealth. She unpacks the mindset, confidence, and calculated risks needed to take control of your financial future.
This conversation is for you if you're looking for a roadmap to independence and long-term success. Tune in and start building your path to financial freedom!
[00:00] Dr. V’s Story
[06:17] Early Money Lessons & Career Mindset
[10:38] Buying a First Car & Understanding Debt
[12:47] Homeownership at 22: A Game Changer
[18:33] Transitioning from Corporate to Entrepreneurship
[26:12] Real Estate Strategy: Residential to Commercial
[34:51] Founding The Center for Confidence & Business Coaching
[42:33] The New LaVilla Project & Real Estate Crowdfunding
[54:29] Financial Confidence, Wealth Building & Final Thoughts
Connect with Dr. V!
Website: https://www.thenewlavilla.com/
LinkedIn: https://www.linkedin.com/in/drdunbar/
Project LinkedIn: https://www.linkedin.com/company/the-new-lavilla/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"You won’t live the life you want by waiting for someone else to sign your check." - Dr. V Brooks Dunbar
"You have to have a healthy degree of risk to grow. Staying comfortable won’t get you anywhere." - Dr. V Brooks Dunbar
Millions struggle to find housing, but the challenge is even greater for individuals with special needs. With little government support and landlords hesitant to rent, where do these individuals go? Randy & Janna Hubbs share how real estate investors can provide stable housing while securing long-term, reliable income. Agencies handle placement, rent, and oversight, yet many landlords remain unaware of the opportunity.
Listen in to uncover how this investment model works, why the demand is growing, and how you can be part of the solution.
00:00 - Why Housing is a Mission
04:20 - Investing with Purpose: How Special Needs Housing Works
12:26 - The Financial Benefits of Special Needs Real Estate
21:12 - How to Get Started in Special Needs Real Estate
31:03 - Challenges and Success Stories in the Space
43:44 - Why Every Investor Should Consider This Model
50:01 - Final Thoughts & How to Get Involved
Connect with Randy! Website: https://www.legacyinvestors.us/
LinkedIn: https://www.linkedin.com/in/randy-hubbs-933a8b27/
Connect with Jana!
LinkedIn: https://www.linkedin.com/in/jana-hubbs-a3b870b1/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Every property owner can be part of the solution. The demand is there, and the agencies are looking for landlords." – Jana Hubbs
"The biggest mistake people make is trying to figure this out alone—there’s a system, and we’ve already built it." – Randy Hubbs
What if being a doctor wasn’t the only way to heal and create lasting change? Dr. Felecia Froe explores this question in her conversation with Dr. Sapna Shah-Haque, host of The Worthy Physician Podcast. In this revisited episode, Dr. Froe shares her journey from full-time urologist to purpose-driven investor, revealing how financial independence allows physicians to reclaim their time, energy, and impact.
Expect an eye-opening discussion about the realities of physician burnout, the flaws in the healthcare system, and why so many doctors feel stuck. Dr. Froe breaks down how she built multiple income streams, from real estate to mission-driven businesses, including grocery stores in food deserts and housing solutions for underserved communities.
02:00 - Introduction: A Different Path for Physicians
05:45 - The Harsh Realities of Modern Medicine
12:30 - Redefining Success: From Burnout to Purpose-Driven Investing
18:50 - Investing with Impact: Solving Food Deserts & Housing Crises
26:45 - The Bigger Picture: Why Physicians Need Financial Independence
37:20 - Take Control: Steps to Building Wealth & Freedom
Connect with Sapna! Website: https://www.theworthyphysician.com/
Podcast: https://podcasts.apple.com/us/podcast/the-worthy-physician/id1569259628
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Physicians have been conditioned to think that being a doctor is our entire identity—but we are so much more than that." - Felecia Froe, MD
"Being a physician is only part of what we do—it’s not all of who we are." - Sapna Shah-Haque, MD
How can wealth-building be a force for good? We’re revisiting an insightful episode from the Women Creating Wealth podcast, where Dr. Felecia Froe joined host Christine McCarron to share her inspiring journey from medicine to mission-driven investing. As a former urologist turned social impact investor, Dr. Froe discusses how her experiences with real estate, financial setbacks, and a passion for helping others led her to invest in food security, healthcare access, and economic empowerment. This conversation highlights how investing with purpose can generate both financial returns and meaningful societal change.
01:20 - Introduction & Felecia’s Journey into Social Impact Investing
04:48 - Early Investing Mistakes & Lessons from 2008
09:20 - Investing in Food Security & The Link Between Health & Wealth
14:56 - Scaling Social Impact Investments & Creating Sustainable Change
20:56 - The Power of Real Estate Syndications & Financial Literacy
26:40 - Final Thoughts & How to Start Your Investment Journey
Connect with Christine! Podcast: https://www.youtube.com/@ChristineMcCarron/videos
LinkedIn: https://www.linkedin.com/in/beehivebrokerage/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“Your money should work harder for you than you work for it.” - Dr. Felecia Froe
“Who do I know that can help me with this? The more people you know, the more problems you can solve.” - Dr. Felecia Froe
In this heartfelt and insightful episode of Money With Mission, Dr. Felecia Froe sits down with her daughter Reed for a candid conversation about investing, financial fears, and lessons learned over the years. From childhood memories of playing "Cashflow 101" to real-world experiences managing properties, Reed asks questions that dive deep into the emotional and practical sides of financial independence.
Dr. Froe reflects on her journey, the highs and lows of real estate investing, and how resilience and integrity have shaped her approach to wealth-building. Tune in to hear how financial decisions shape lives and how to conquer the fear of investing.
00:00 - Candid mother-daughter conversation
01:56 - Early Lessons in Money and Investing
08:08 - Navigating Challenges in Real Estate
18:30 - The Transition to Syndications and Larger Deals
30:12 - Integrity, Partnerships, and Financial Independence
39:02 - Conquering Financial Scarcity and Mindset Shifts
Subscribe to our Youtube Channel! https://www.youtube.com/@moneywithmission3142
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Money is really about creativity—you can always figure out where to get it from." – Dr. Felecia Froe
"Scarcity mindset is a thief of opportunities—your money should work for you." – Dr. Felecia Froe
What separates those who thrive financially during uncertain times from those who struggle? David Lester, wealth coach and financial expert, reveals how to shift your energy from reacting to creating, unlocking financial growth and resilience. In this episode, you’ll explore practical strategies for overcoming scarcity thinking, teaching kids about money, and embracing alternative investments like art and cryptocurrency.
David also shares how aligning your financial goals with your passions can lead to greater fulfillment and purpose. Whether you’re just starting your financial journey or looking to refine your approach, this conversation is packed with actionable insights and inspiration.
00:00 - David Lester’s Journey to Wealth Coaching
07:41 - Shifting from Scarcity to Abundance
14:25 - Turning Passions into Financial Freedom
21:41 - Understanding Cryptocurrency and NFTs
29:33 - Financial Literacy for the Next Generation
36:41 - Building Your Financial Team and Resilience
Connect with, David!
Website: https://www.dclcapital.com/
Instagram: https://www.instagram.com/davidlestermoney/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“The best way to handle uncertainty is to push your energy outward—create, build, and take action instead of passively absorbing fear.” - David Lester
“Art, like any investment, should reflect your passions. When you love what you own, it gives back to you every day.” - David Lester
What if achieving financial freedom isn’t just about earning more and building investments that align with your values and goals? Spencer Hilligoss, CEO of Madison Investing, joins Dr. Felecia Froe to share his journey from corporate FinTech to becoming a leader in alternative investments.
In this episode, Spencer reveals how to create multiple income streams, keep passive investments genuinely passive, and confidently navigate real estate's complexities. He emphasizes the importance of selecting trustworthy partners, valuing long-term impact, and staying resilient through challenges.
Curious how to build a life of financial independence while making a difference? Don’t miss the actionable insights and inspiring stories in this conversation. Tune in today!
01:12 - The Journey to Financial Awareness
06:24 - Exploring Alternative Investments
14:40 - Investing with Strategy and Confidence
25:04 - Keeping Passive Investments Truly Passive
36:00 - Values-Driven Investing and Long-Term Impact
Connect with Spencer!
Website: https://www.madisoninvesting.com/
LinkedIn: https://www.linkedin.com/in/shilligoss/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Competence creates confidence. The more you learn, the more confident you become in making big decisions." - Spencer Hilligoss
"Diversification isn't just smart—it’s essential. A single income stream can leave you in hot water faster than you realize." - Spencer Hilligoss
Is compromise killing your connection? Dr. Alexandra Stockwell, MD, challenges the age-old advice that compromise is the key to a strong relationship. Instead, she reveals how authenticity and “Uncompromising Intimacy” can transform your relationships into a source of joy and vitality.
Learn how to bring your full self to your partnerships, balance individuality with connection, and uncover surprising links between love and money.
Ready to transform your relationships? Listen now to discover the path to deeper intimacy and fulfillment!
00:00 - Setting the Stage: From Medicine to Intimacy Coaching
08:57 - The Problem with Compromise
17:16 - Building Emotional Intimacy
28:01 - Navigating Love and Business
38:41 - Receiving with Ease
55:05 -Relationships as a Learnable Skill
Connect with Alexandra!
Website: https://www.alexandrastockwell.com/
LinkedIn: https://www.linkedin.com/in/alexandrastockwell/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“Having a fantastic relationship is a learnable skill.” - Alexandra Stockwell, MD
“Bring all of yourself into the relationship, and do it in a way your partner can receive.” - Alexandra Stockwell, MD
What happens when a dedicated physician invests in herself and her future? Dr. Julie Rehfeldt, an accomplished internal medicine specialist and hospice physician, shares her transformative journey from a 20-year medical career to becoming a thriving real estate investor. Learn how Julie transitioned from burnout to empowerment, leveraging her passion for family and financial independence.
Discover actionable insights on investing in real estate, overcoming challenges, and building a life aligned with your values. This episode is a must-listen for professionals seeking freedom, purpose, and fulfillment.
00:00 - A Life in Medicine.
06:41 - A Financial Awakening
13:53 - Building a Real Estate Portfolio
25:33 - Challenges and Setbacks
36:09 - Empowerment and Freedom
50:33 - Expanding the Mission
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Connect with Julie!
Email: JRehfeldt@me.com
LinkedIn: https://www.linkedin.com/in/julie-rehfeldt-md-7543b8190/
Key Quotes:
“Syndication is a team sport. You need people who know more than you.” - Dr. Julie Rehfeldt
“We were put on this earth to earn interest, not to pay interest.” - Dr. Julie Rehfeldt
Are fear and vulnerability holding you back from investing? In this enlightening conversation, Christina Suter delves into the psychology of money, sharing her transformative journey from managing spiritual spaces to becoming a seasoned real estate investor. Explore how aligning financial decisions with purpose and self-awareness can lead to lasting abundance and freedom. This episode offers valuable insights for women navigating financial independence and the delicate balance between love, loss, and investing.
00:00 - The Intersection of Love and Money
08:24 - Christina’s Money Journey
18:48 - Overcoming Investment Anxiety
31:52 - Investing with Purpose
40:56 - Practical Wisdom for Aspiring Investors
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Connect with Christina!
Contact Number: 310 463 5942
Podcast: https://podcasts.apple.com/us/podcast/real-estate-breakthrough/id1522180469
Website: https://christinasuter.com/
Key Quotes:
“Your capacity to invest is based on your capacity to lose." - Christina Suter
"Align your financial decisions with purpose, not fear." - Christina Suter
How do you transform challenges into opportunities and create the life you’ve always envisioned? Erika Brown, founder of Owning It and Living It, shares her incredible journey from being a young mother with no savings or good credit to building a thriving portfolio of 38 properties valued at over $50 million.
In this episode, Erika and Dr. Felecia Froe discuss overcoming financial and emotional barriers, the importance of financial independence for women, and the power of community and mentorship in achieving success. Discover the strategies, mindset shifts, and actionable steps Erika used to escape the corporate grind, redefine her purpose, and inspire others to do the same.
00:00 - Introduction and Vision of Money with Mission
04:01 - Erika’s Story: Breaking Free from Corporate Traps
10:57 - Rising Above Challenges
18:41 - Creating Impact and Building Businesses
26:11 - Expanding Through Vision and Collaboration
34:21 - Lessons for Aspiring Entrepreneurs
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Connect with Erika!
Podcast: https://www.youtube.com/channel/UCsdsKZW4OFml3ZOmefkZ6NA
LinkedIn: https://www.linkedin.com/in/erika-brown-7485b4190/
Key Quotes:
"Time is the thing. Money isn’t the thing—it’s time."
You don’t have to know all the steps; you just have to take the first step and trust that it will work out."
What sparks the courage to shift from a traditional career to building a life of purpose and profit? Felecia revisits a fascinating conversation with host Jack Hoss in this REI Mastermind Network classic episode. Felecia opens up about her journey from medicine to real estate, tackling challenges like food deserts and elder care and empowering women to achieve financial independence. Her inspiring story is a testament to using investments for meaningful impact while achieving success.
Ready to redefine what success looks like? Tune in to this timeless discussion and let Felecia’s journey guide your next bold move.
00:00 - From Medicine to Real Estate.
06:40 - Empowering Women Through Financial Independence
10:30 - Residential Assisted Living: Combining Compassion and Profit
16:45 - Fighting Food Deserts and Building Sustainable Solutions
24:10 - Profits with Purpose: A Philanthropic Investment Movement
28:36 - Keys to Success for Aspiring Investors
Connect with Jack!
Website: http://valleypropertypartners.com/
LinkedIn: https://www.linkedin.com/in/jackhoss/ Podcast: https://reimastermind.net/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"I realized early on that medicine wouldn’t be my last career, but I never imagined it would lead me here." - Dr. Felecia Froe
"Women should have the financial freedom to lead lives on their own terms." - Dr. Felecia Froe
Felecia here! I just want to take a moment this Thanksgiving week to thank you all for your amazing support. You keep me motivated to continue this mission of empowering women with financial independence, and I’m so grateful for each of you.
I hope your Thanksgiving was filled with love, joy, and maybe indulgence. Thank you for everything you do—for me, those around you, and yourself. Let’s keep inspiring and supporting one another as we move forward together!
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Could the key to financial freedom lie in the simplicity of land investing? Brent Bowers, an Army veteran turned land investment expert, shares how flipping and financing vacant land transformed his life. Learn why land is an overlooked yet powerful investment, how to start small, and how to create steady passive income.
If you’re ready to explore a less competitive, high-reward path to building wealth, this episode is for you. Discover how land investing could be your next step toward freedom and abundance!
00:00 - Humble Beginnings
06:21 - From Military Life to Real Estate
15:29 - Building Passive Income Through Land
25:37 - Scaling and Diversifying Investments
34:50 - Starting Your Land Investment Journey
Connect with Brent!
Website: https://www.thelandsharks.com/
LinkedIn: https://www.linkedin.com/in/brent1
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Your influence is determined by how abundantly you place other people's interests first." – Brent Bowers
"You don’t have to know everything. Just start where you are and take the first step." – Brent Bowers
What if true wealth isn’t just about accumulating assets, but about living a life of choice and purpose? Dr. Felecia Froe and wealth strategist Dave Wolcott explore how alternative investment strategies can unlock freedom in all areas of life. Wolcott shares insights on building passive income and viewing wealth as a tool to achieve financial goals and deeper personal fulfillment.
Ready to align your finances with the life you want? Listen in to discover a blueprint for holistic wealth that empowers you to live intentionally and freely.
00:00 - Redefining Wealth: A Journey Beyond Traditional Investing
5:05 - Discovering the Power of Passive Income
10:48 - The Holistic Wealth Strategy Explained
15:51 - Wealth Building for High-Impact Professions
21:16 - Diversifying with Non-Traditional Investments
27:36 - Taking the First Steps Towards Holistic Wealth
Connect with Dave!
Website: http://www.pantheoninvest.com/
LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“At some point, adding another zero to your balance sheet doesn’t change your life. True wealth is about freedom in all areas.” - Dave Wolcott
"Entrepreneurship is about asking questions—breaking out of conventional advice and exploring what’s possible." - Dave Wolcott
What if balancing a demanding career and motherhood didn’t mean sacrificing personal happiness? Dr. Felecia Froe sits down with Dr. La Toya Luces-Sampson, who shares her journey from physician to coach for physician moms. Raised in Trinidad and Tobago, Dr. La Toya reflects on financial independence, overcoming burnout, and finding strength in self-worth beyond her medical career. Listeners will hear an inspiring conversation on building a balanced life that aligns with true values. Discover practical insights to navigate life’s challenges with purpose and fulfillment—tune in and get inspired!
00:00 - Welcoming Dr. La Toya and her Background
06:25 - Discovering Financial Independence
13:13 - The Role of Coaching in Self-Discovery
21:33 - Challenges of Early Motherhood and the Importance of Support Systems
32:25 - Launching Stethoscopes and Strollers
Connect with La Toya!
Website: https://www.drtoyacoaching.com/
LinkedIn: https://www.linkedin.com/in/latoyalucessampson/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"I realized that I could take control of my finances and make informed decisions that align with my values." - Dr. La Toya Luces-Sampson
“Motherhood and medicine can coexist without self-sacrifice, but we need the proper support and mindset. - " Dr. La Toya Luces-Sampson
What does it take to turn real estate investing into a true path to financial freedom—without the stress of constant management? Dr. Felecia Froe sits down with real estate expert Arn Cenedella, who shares powerful strategies for creating steady passive income, balancing cash flow and appreciation, and building a trustworthy team. Through stories and insights, Arn offers practical advice for anyone looking to secure their future and make work optional.
Listen now to uncover how small, intentional choices can ignite your journey toward financial independence!
00:00 - Introduction to Arn Cenedella and Spark Investment Group
05:25 - Early Financial Lessons and Shaping Money Perspectives
13:31 - Cash Flow vs. Appreciation in Real Estate Investing
21:11 - Building a Team and Property Management’s Impact
28:57 - Expanding into New Markets and Diversification
36:25 - Conservative Investing, Learning from Mistakes, and Final Advice
Connect with Arn!
Website: https://investwithspark.com/
LinkedIn: https://www.linkedin.com/in/arncenedella/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"With just one tiny spark, you can ignite a great flame." - Arn Cenedella
"Having to work is much different than wanting to work." - Arn Cenedella
Can your investments reflect your values and still lead to financial freedom? Sarah Sullivan, founder of Sugo Capital, reveals how she reshaped her financial future through passive real estate syndications. In this episode, she shares how to select investments that align with your personal goals, the power of mentorship in avoiding costly mistakes, and the tax strategies that can help you build and protect your wealth. You’ll discover how real estate syndications can generate passive income, why it’s crucial to align your investments with your personal goals, practical strategies for reducing your tax burdens, and an inside look at Sarah’s Freedom in Three frameworks, which empowers investors at every stage.
Learn how to start building a path to financial independence. Tune in now!
00:00 - Introduction & Sarah’s Early Money Story
04:32 - The Turning Point: Discovering Real Estate and Passive Income
12:03 - Syndication Basics and the Role of Mentorship
21:23 - Tax Strategies in Real Estate Syndications
33:02 - Aligning Investments with Lifestyle and Financial Goals
34:12 - The Freedom in Three Series
Connect with Sarah!
Website: https://sugocapital.com/
LinkedIn: https://www.linkedin.com/in/sarah-sullivan-sugocapital/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
Education was my way to more money, but investing is what gave me true financial freedom." – Sarah Sullivan
"The biggest mistake I see is people falling in love with the property instead of the numbers." – Sarah Sullivan
How do you transition from a traditional job to building lasting financial independence? Lane Kawaoka shares his journey from engineering to real estate investing, offering valuable insights into creating wealth through cash flow, strategic investments, and community.
Learn how Lane moved from owning single-family homes to scaling multi-family investments and why building a network of like-minded individuals is essential. If you’re ready to break free from the 9-to-5 grind and let your money work for you, this episode will guide you toward achieving that freedom. Listen now to discover the steps to take control of your financial future!
00:00 - Introduction to Lane’s Story
05:44 - Accidental Landlord to Real Estate Investor
12:32 - Transitioning to Multi-Family Investments
19:52 - Choosing the Right Markets and Strategy
29:36 - Building Wealth Through Strategic Partnerships
38:28 - The Wealth Elevator: A Framework for Financial Freedom
Connect with Lane!
Website: https://thewealthelevator.com/home/about-lane/
LinkedIn: linkedin.com/in/lanekawaoka
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Wealth is built in the community." - Lane Kawaoka
"You don't make changes unless there's pain” - Lane Kawaoka
What if the key to financial freedom isn't just about how much you invest but how you think about wealth and worthiness? In this thought-provoking conversation, Dr. Felecia Froe and Bronson Hill challenge the conventional wisdom of wealth-building by asking: Is your mindset keeping you from financial independence? Bronson shares how he moved from a demanding job in medical sales to achieving time freedom through real estate syndication and how a shift in mindset played a pivotal role in his success. They also explore the practical steps needed to create passive income streams, scale investments, and develop a mindset that attracts wealth.
Listeners can expect real stories of overcoming obstacles, insights on creating a wealth-building mindset, and actionable advice for scaling investments. Whether you’re just starting your financial journey or looking to break through your current limitations, this episode will provide a new perspective on how you view and grow your wealth.
00:00 - Welcoming back Bronson Hill
01:12 - Bronson's Path to Financial Freedom
05:04 - Real Estate Investment & Scaling with Syndication
11:20 - Time Freedom and Passive Income Strategies
16:40 - Building a Wealth Mindset (Rich Brain)
27:04 - Continuous Learning and Investing in Yourself
Connect with Bronson!
Website: bronsonequity.com/
LinkedIn: https://www.linkedin.com/in/bronsonhill/
Podcast: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“The key to building wealth is becoming a person who believes they deserve it—this starts with mindset.” - Bronson Hill
“Investing in yourself is the best investment you can make. The more you learn, the more you earn.” - Bronson Hill
What does it take to leave a stable career and pursue financial freedom? In this conversation, Andrew Cushman, founder of Vantage Point Acquisitions, shares how he transitioned from chemical engineering to managing over 2,600 multifamily units. Listeners will discover how he navigated the 2008 financial crisis, avoided real estate pitfalls, and built lasting wealth through multifamily investments.
Curious about how to grow in real estate and take strategic risks? Tune in to hear Andrew’s insights on creative financing, the power of mentorship, and making big career moves. Don't miss learning what it takes to shape your financial future!
00:00 - Welcoming Andrew and his Background
05:12 -Transitioning from Chemical Engineering to Real Estate
12:16 - House Flipping to Multifamily Investing
17:36 - Importance of Mentorship and First Multifamily Deal
22:56 - Challenges in Rough Neighborhoods
28:00 - Real Estate Syndication and Investing with a Team
Connect with Andrew! Website: http://www.vpacq.com/
LinkedIn: https://www.linkedin.com/in/andrewcushmanvpa/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"There's no such thing as a bad market, just a bad strategy." – Andrew Cushman
"The best time to buy is when pessimism is at its peak." – Andrew Cushman
What does it take to transform financial struggle into lasting freedom? In this episode, Tanya Taylor shares her incredible journey from poverty in Jamaica to becoming a successful CPA and wealth coach in the U.S. She reveals how simple mindset shifts and strategic budgeting helped her achieve financial independence and how anyone can do the same.
Expect real-life stories, practical advice, and powerful insights on taking control of your finances.
Ready to rethink your relationship with money? Listen now and start building the financial future you deserve.
00:00 - Tanya Taylor and Shared Mission
01:20 - Building Wealth from Scarcity
03:28 - From Corporate to Entrepreneur: Launching 'Grow Your Wealth'
08:16 - Mindset Shift: The Key to Financial Freedom
13:44 - Financial Education for the Next Generation
24:00 - Preparing for the Unexpected: Disability and Long-Term Financial Security
Connect with Tanya!
Instagram: https://www.instagram.com/growyourwealth10x/
LinkedIn: https://www.linkedin.com/in/tanya-taylor-cpa-mba-growyourwealth/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“I wanted to struggle now because I don’t want to struggle later.” - Tanya Taylor
“Mindset is the foundation. If you don’t believe you can do it, no amount of financial knowledge will help.” - Tanya Taylor
What if the water we rely on every day isn’t as secure as we think? In this thought-provoking conversation, Riggs Eckelberry, CEO of OriginClear, tackles the urgent question of how we can solve America’s crumbling water infrastructure. Could local industries and communities take control of their water supply to create a sustainable future? Riggs shares how decentralized water systems and innovative financing models like "Water On Demand" are changing the game.
Expect insights on the future of water management, its investment potential, and how these solutions can impact your life. Are you curious about how we can reshape water's future? Listen in and find out.
00:00 - Welcoming back Riggs
03:20 - The State of Water Infrastructure in the U.S.
08:48 - Decentralization: A Game Changer for Water Management
16:32 - Water On Demand: Financing Water Solutions
23:00 - Investment Opportunities and Social Impact
30:56 - Future Vision and Industry Disruption
Connect with Riggs!
LinkedIn: https://www.linkedin.com/in/riggs/
Website: https://www.originclear.com/ Listen to Riggs's Past Episodes! Episode 73
Episode 134
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
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Key Quotes:
"Water rate inflation is rising faster than both college tuition and healthcare costs." – Riggs Eckelberry
"If we recycled just 15% of our water, we could double the nation’s freshwater supply." – Riggs Eckelberry
Can mastering the principles of a CFO unlock personal and professional financial freedom? Join Dr. Felecia Froe as she converses with Ahuva Gruen, a veteran Fractional CFO whose insights transform the complex finance world into actionable everyday life strategies. From her earliest ventures at just five years old to her profound impact on businesses and families, Ahuva shares stories and advice that resonate with anyone aiming to enhance their financial well-being. Expect to uncover the essentials of budgeting, strategic planning, and the liberating power of financial knowledge. Whether you're managing a household budget or a business's finances, this discussion offers invaluable tools to take control of your economic destiny.
We invite you to listen to the full podcast to learn how to redefine your money management and personal growth approach.
00:00 - Meet Ahuva Gruen and Her Financial Journey
03:04 - The Role of Financial Strategy in Business and Personal Life
10:27 - Financial Independence: Empowering Women to Take Control
18:00 - CFO Mindset: Applying Business Principles to Household Finances
25:36 - The Power of Budgeting and Planning for the Future
34:22 - Support Systems: Surrounding Yourself with Financial and Emotional Encouragement
Connect with Ahuva!
LinkedIn: https://www.linkedin.com/in/ahuvagruen/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Discipline is choosing between what you want now and what you want most." - Ahuva Gruen
"You can't be everywhere. Focus on your strengths, delegate the rest, but always stay informed." - Ahuva Gruen
Can you make money while making the world a better place? Skye Logan, CEO of PhilanthroInvestors, joins Dr. Felecia Froe to explore how investing in companies tackling global issues—like clean water and cancer treatments—can grow wealth while driving positive change. Listeners will learn how to use their money for real impact, from supporting recycling efforts in Argentina to backing medical innovations that prevent disease. Skye shares how PhilanthroInvestors focuses on both financial returns and leaving a legacy.
Curious how to make a difference with your investments? This episode offers fresh insights and real opportunities to align your money with your values. Tune in to learn how you can take action and make your investments work for the greater good.
00:00 - Setting the Stage for Impact
06:04 - Expanding Global Solutions
10:12 - Medical Innovation: Fios Health
14:04 - Recycling and Sustainability in Argentina
21:13 - Primavax and the Future of Immunotherapy
27:32 - Final Thoughts on Impact Investing
Connect with Skye!
Website: https://philanthroinvestors.com/
LinkedIn: https://www.linkedin.com/in/skyelogan/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“Use your money to vote [invest] for the kind of world you want to live in.” – Skye Logan
“Success is not just about making money. It’s about making a difference, leaving a legacy, and lifting others along the way.” – Skye Logan
How can your investments shape the future of innovation and leadership? In this compelling discussion, Dr. Felecia Froe and Cintia Mano from COREangels explore the true impact of angel investing. Cintia shares her journey from a corporate career in Brazil to empowering startups, offering insights into the challenges and rewards of this high-stakes world.
Expect to learn how aligning your investments with your values can create lasting change and get practical tips on diversifying your portfolio. Whether you're new to angel investing or looking to deepen your impact, this episode will inspire you to think about your financial decisions in a new light.
Ready to explore how you can be part of something bigger? Listen to the full podcast to find out.
00:00 - Welcome & Guest Introduction
02:24 - Cintia's Money Story
04:49 - Transition from Corporate to Entrepreneurship
12:33 - The Role and Impact of Angel Investors
21:29 - The COREangels Model
30:01 - Risks, Rewards, and Getting Started
36:56 - Final Thoughts & Legacy
Connect with Cintia!
Website: https://www.coreangels.com/
LinkedIn: https://www.linkedin.com/in/cintiamano/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“You’re not just investing money, you're investing in the future leaders and innovators who can change the world.” - Cintia Mano
"Legacy should be bigger than just us, even bigger than our families. What are you leaving for the world?" - Dr. Felecia Froe
How can mastering your money mindset not only change your life but also empower generations to come? Explore this compelling question with Dr. Felecia as she hosts Kim Kent, a celebrated money mindset and financial coach from Perth, Australia. This episode is rich with insights into how financial knowledge and mindset shifts can break cycles of poverty and empower individuals and communities.
Listeners will be equipped with actionable strategies for effective money management and learn how to leverage financial tools for both personal wealth and broader societal benefit. Kim Kent shares transformative stories and practical tips that bridge the gap between financial distress and freedom, emphasizing the profound impact of financial literacy.
00:00 - Welcome to a Journey of Empowerment
01:36 - Discovering Kim Kent: A Story of Transformation
13:04 - Strategies for Achieving Financial Freedom
25:04 - Effective Money Management Techniques
36:32 - Creating Impact and Building Legacies
47:04 - Closing Thoughts and Future Opportunities
Connect with Kim!
Website: https://kimkent.mykajabi.com/wealthyasfuck
Instagram: https://www.instagram.com/kimkent Join the 100K Formula Challenge:https://kimkent.mykajabi.com/100k-formula-challenge
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"When I increase my capacity, I can increase the demand on myself to handle more successfully." - Kim Kent
"Financial freedom is about more than just accumulating money; it's about breaking free from old patterns and embracing a life of abundance." - Kim Kent
Are you curious how top real estate investors always have access to funds? In this insightful conversation with Dr. Felecia Froe, Jay Conner, The Private Money Authority, shares his journey from relying on traditional banks to mastering private capital raising, even in tough economic times. This isn't just about money—it's about transforming your mindset, serving others, and finding fulfillment in your business. Learn how to approach potential lenders confidently, utilize self-directed IRAs, and explore creative financing strategies to elevate your real estate ventures. Jay and Dr. Froe discuss the balance between profit and purpose, showing how this mindset can enhance your success and satisfaction.
Whether you're an experienced investor or new to alternative financing, this podcast offers practical, game-changing advice. From Jay’s “I need your help” strategy to his belief that “enough is never enough when it’s not about you,” each segment provides valuable insights.
Ready to transform your real estate investing approach? Listen now to unlock the power of private money and build a thriving, purposeful business. Your path to financial freedom starts here.
00:40 - From Bank Rejection to Private Money Revolution
07:12 - The Self-Directed IRA Gold Mine
16:00 - Real Estate Strategies That Actually Work
25:32 - The Heart of Your Real Estate Business
37:12 - Your Roadmap to Private Money Mastery
Connect with Jay!
Website: https://www.jayconner.com/
LinkedIn: linkedin.com/in/privatemoneyauthority
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Desperation has got a smell to it." - Jay Conner
"Enough is never enough when it's not about you." - Jay Conner
Can financial freedom coexist with a commitment to social justice and environmental stewardship? Explore this pressing question with Laura Oldanie, a wealth coach passionate about aligning financial choices with ethical values. This discussion unveils alternative investment strategies and redefines the true meaning of wealth, highlighting the significance of community and sustainable living. Expect insights on breaking free from traditional financial constraints and adopting a regenerative approach to wealth. Whether you're interested in ethical investing or reshaping your financial future, this episode offers compelling reasons to align your finances with your values.
Tune in to discover how to achieve financial independence while positively impacting the world. Join us for a transformative conversation.
00:00 - Setting the Stage: Laura's Journey & Financial Freedom
06:16 - Understanding Different Forms of Wealth
11:01 - Aligning Investments with Values
17:36 - Permaculture and Financial Strategies
25:31 - Overcoming the Scarcity Mindset
32:16 - Practical Steps and Resources
Connect with Laura!
Website: https://www.richandresilientliving.com/
LinkedIn: https://www.linkedin.com/in/lauraoldanie
Book: https://www.richandresilientliving.com/growingfree/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Investing in the stock market may be easy, but aligning your money with your values takes commitment." - Dr. Felecia Froe
"Wealth is more than just money; it's the connections, skills, and natural resources we cultivate." - Laura Oldanie
How secure is your financial future when you rely solely on a paycheck? Explore the transformative world of note investing with Fred Moskowitz, a seasoned investor who shares his journey from the tech industry to mastering the art of generating passive income through mortgage notes. In a candid discussion with Dr. Felecia Froe, Fred unveils how stepping into a lender's shoes can offer financial stability and a profound sense of empowerment. Listeners will gain insights into the mechanics of note investing, the benefits of becoming the bank, and how to navigate economic uncertainties with a diversified investment portfolio.
Are you ready to challenge your financial strategies and discover how to make your money work smarter for you? Tune in to this enlightening conversation that promises to equip you with the knowledge and tools to reshape your financial landscape. Join us and transform your approach to personal finance by listening to the full podcast today!
00:00 - What are the fundamentals of Note Investing
06:33 - Building a Financial Foundation
14:25 - Strategies for Economic Resilience
22:57 - Technical Insights into Note Investing
30:49 - Empowering Through Education and Action
Connect with Fred!
Website: https://www.fredmoskowitz.com/
LinkedIn: https://www.linkedin.com/in/fred-moskowitz-3a92a9/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"How risky is your paycheck? Have you ever thought about that?" - Fred Moskowitz
"I was taking on a huge risk because I was relying on my paycheck as my only source of income." - Fred Moskowitz
What does it truly take to shift from a conventional career to mastering the world of alternative investments? Join Dr. Felecia Froe as she explores Patrick Grimes' remarkable transition from an engineer to a real estate and investment expert. In this episode, listeners will gain insights into the transformative power of alternative investments like real estate and litigation funding. Patrick shares his personal journey and the strategic decisions that catapulted him from traditional employment to achieving financial independence and impacting society positively. Expect to uncover practical advice on building a diversified investment portfolio that not only withstands economic downturns but also thrives.
We invite you to listen to the full conversation to uncover how you can apply these strategies to navigate your own path toward financial freedom and make your investments work not just for you but also for the greater good.
00:00 - From Tech to Real Estate: Patrick’s Pivot to Investing
07:20 - The Catalysts of Change: Financial Insights from the Field
18:52 - Beyond Traditional Assets: Embracing Alternative Investments
32:28 - Crafting a Diverse Portfolio for Security and Growth
40:16 - Wrapping Up: Key Lessons and Takeaways\
Connect with Patrick!
Website: http://www.passiveinvestingmastery.com/
LinkedIn: linkedin.com/in/patricksgrimes
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"The key to successful investing is understanding that it's a journey, one that requires continuous education and adaptation." - Patrick Grimes
"Diversification isn't just a strategy; it's a safeguard against the unpredictable nature of markets." - Patrick Grimes
How does one leverage their unique professional abilities to not only achieve personal financial success but also catalyze significant societal change? Uncover these insights on Portfolio Pulse: The Money Podcast, where host Steven Huskey delves into Dr. Felecia Froe's extraordinary transformation from a medical practitioner to a trailblazer in socially responsible real estate investing. This episode unpacks the strategic integration of business acumen with a commitment to community upliftment, illustrating how targeted investments can lead to both wealth accumulation and profound social impact.
Tune in to hear Dr. Froe share her personal and professional evolution, offering actionable advice for those eager to make their success meaningful. Don’t just listen—be inspired and learn how you can also make a difference through your career choices and investments.
00:00 - Transitioning Paths: Medicine to Real Estate
02:53 - Resilience in the Face of Economic Downturn
11:30 - Networking for Success
16:45 - Financial Empowerment for Women
22:00 - Vision for the Future of Impact Investing
Connect with Steven!
Website: https://www.huskeyfinancial.com/
LinkedIn: https://www.linkedin.com/in/huskeyfinancial/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes: "Money sitting in the bank is on vacation. It's working for the bank, not for you. Money needs to flow." - Dr. Felecia Froe "Money should be fun! We often make it stressful because we don't understand it. - Dr. Felecia Froe
What if understanding your medical bills could transform your financial health? Continuing the discussion from a previous session, Dr. Felecia Froe welcomes Dr. Virgie Bright Ellington to delve further into the complex world of medical debt—a challenge many face but few navigate successfully. This episode unveils how deceptive billing practices can ensnare patients and offers strategies to shield yourself and your family effectively. Expect a blend of detailed discussions, poignant personal stories, and actionable advice designed to change how you interact with the healthcare system.
We invite you to listen to the full conversation and equip yourself with the knowledge to navigate the pitfalls of medical debt effectively.
00:00 - Kickoff: Setting the Stage for a Deep Dive into Medical Debt
06:21 - Unpacking the Crisis: Why Medical Debt Dominates in the U.S.
11:58 - Demystifying Health Insurance: Protection or Illusion?
25:03 - Stories from the Frontline: Personal Experiences with Healthcare’s Hidden Traps
33:59 - Call to Action: Building a Future Free of Predatory Medical Billing
Connect with Dr. Virgie!
Website: https://crushmedicaldebt.com/
LinkedIn: https://www.linkedin.com/in/drvirgie/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"The safety net you think you have with health insurance might have bigger holes than you realize." - Dr. Virgie Bright Ellington "When you know how the system works, you start to see where you can push back against unfair practices." - Dr. Virgie Bright Ellington
How can understanding medical debt change your financial future? Join host Dr. Felecia Froe as she welcomes Dr. Virgie Bright Ellington, who shifted her career from treating patients to fighting medical debt, a crisis affecting millions of Americans. Together, they explore the hidden intricacies of medical costs and insurance, revealing how to navigate, negotiate, and neutralize the burden of overwhelming bills. Listeners will gain strategic insights into turning their financial vulnerabilities into strengths, armed with knowledge directly from a seasoned expert in the field.
If you've ever worried about medical bills or felt puzzled by insurance statements, this conversation offers the clarity and tools you need to safeguard your financial well-being. Tune in to uncover how to transform your approach to healthcare expenses and take control of your financial health.
00:00 - Opening and Introduction to Dr. Ellington
05:36 - Early Life Influences and Career Choices
11:36 - Financial Wisdom and Real Estate Ventures
17:52 - Transition to Medical Debt Advocacy
25:28 - Strategies to Overcome Medical Debt
32:40 - Call to Action and Educational Empowerment
Connect with Dr. Virgie
Website: https://crushmedicaldebt.com/
LinkedIn: https://www.linkedin.com/in/drvirgie/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“The first rule of financial independence is using money as a tool, not just a resource.” - Dr. Virgie Bright Ellington
"Medical debt is not only an economic burden but a healthcare crisis reflecting systemic flaws in America's approach to healthcare financing." - Dr. Virgie Bright Ellington
What if the path you’re trained for isn’t what you’re meant to walk? On the Gold Collar Investor Podcast, host Pancham Gupta welcomes Dr. Felecia Froe, who shares her transformative journey from a successful surgeon to a pioneer in real estate and social impact investing. Dr. Froe discusses the philosophical shifts required to move from a career in medicine to one where she can make an even more significant difference through strategic investing. Expect an engaging conversation that delves into the challenges and triumphs of changing career lanes later in life, the strategic importance of passive income, and how social responsibility can integrate with profitable investing. Dr. Froe's experiences shed light on the power of embracing uncertainty and the profound impact of investing with a purpose.
Are you ready to explore how changing paths might lead to a more prosperous life in more ways than one? Tune in to this episode of the Gold Collar Investor Podcast for an inspiring session that promises to enrich your understanding of wealth, purpose, and personal fulfillment. Join us to uncover how redefining success could redefine your life.
00:00 - Pioneering Change: Dr. Froe's Shift from Surgery to Real Estate
07:40 - Crafting Wealth That Matters: The Power of Passive Income
13:04 - Lessons from the Field: Overcoming Real Estate Challenges
20:26 - Green Investments: Pioneering Sustainable Urban Agriculture
26:19 - From Knowledge to Action: Empowering Your Investment Journey
Connect with Pancham!
Website: https://mesoscapital.com/
LinkedIn: https://www.linkedin.com/in/panchamgupta/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Every setback has propelled me further, not held me back." - Dr. Felecia Froe
"Change isn’t just a risk; it’s an opportunity to make a meaningful difference." - Dr. Felecia Froe
What does it mean to be truly wealthy? Is it just about accumulating money, or does it encompass something deeper and more holistic? Join hosts Terrie Schauer and Jonathan DeYoe on The Mindful Wealth Podcast as they welcome Dr. Felecia Froe, founder of Money With Mission, to explore this profound question. Dr. Froe shares her transformative journey from practicing medicine to becoming a social impact real estate investor. She reveals the powerful intersection of financial success and social good through her innovative projects like Oasis Fresh Markets and the FreshRx program.
Listeners will gain insights into the importance of financial literacy, the challenges women face in wealth-building, and how private capital can create lasting community impact. Tune in to discover how to align your financial goals with a greater purpose and redefine what true wealth means for you.
00:00 - Introduction and Background
06:04 - Defining True Wealth
12:18 - Social Impact Investing
21:03 - FreshRx Program and Food as Medicine
28:40 - Challenges and Opportunities for Women in Wealth
34:56 - Empowering Communities through Private Capital
Key Quotes: "Women often lack confidence in financial matters, but it's crucial to start asking questions and learning." - Dr. Felecia Froe "True wealth is aligning all aspects of my life, not just financial success." - Dr. Felecia Froe
Connect with Jonathan & Terrie!
Jonathan DeYoe - LinkedIn: https://www.linkedin.com/in/jonathandeyoe/
Terrie Schauer, PhD - LinkedIn: https://www.linkedin.com/in/terrieschauer/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Can a career in medicine pave the way for innovative real estate ventures? Explore with Dr. Felecia Froe on the Doctorpedia Podcast as she shares her unique journey from being a urologist to transforming communities through real estate investment. Hosted by Daniel Lobell, this episode unfolds Dr. Froe’s insights on the intersections of healthcare, patient empowerment, and social entrepreneurship.
Uncover the practical applications of Dr. Froe's medical expertise in tackling societal issues and enhancing patient-doctor interactions. This enlightening conversation is a must-listen for those interested in healthcare, real estate, or personal growth. Dr. Froe's journey provides valuable lessons on navigating career transitions and making a lasting impact, inspiring listeners to blend their passions with their professions for personal and community enrichment. 00:00 - Opening Remarks and Introduction to Doctorpedia's Vision
06:24 - From Medicine to Real Estate: Dr. Froe's Geographic and Career Mobility
13:20 - Navigating Career Shifts: Real Estate and Passive Income
20:32 - Empowering Patients Through Doctorpedia and Educational Tools
27:52 - Blending Passions: Healthcare, Real Estate, and Life Philosophy Connect with Daniel!
Website: http://www.dannylobell.com/
Instagram: https://www.instagram.com/daniellobell/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“A lot of life always comes down to good storytelling” - Daniel Lobell
"Don't fear mistakes. Those are the moments that often lead to the greatest growth and understanding." - Dr. Felecia Froe
How does your upbringing shape your financial destiny? Can understanding the emotional aspects of finance empower you to achieve financial independence? T.J. Van Gerven, a certified financial planner and founder of Modern Wealth Builders, joins Dr. Felecia to explore these intriguing questions. Their discussion spans the impact of family financial conversations on one's financial mindset, strategies for transitioning from a scarcity to an abundance mindset, and practical approaches to using money as a tool for building flexibility and independence. The conversation also touches on specialized financial planning for millennials, with a focus on equity compensation and effective tax planning. Tune into 'Money with Mission' to uncover insights into leveraging your personal financial history towards success and discover actionable tips for aligning your financial planning with personal values and long-term goals.
00:00 - Introduction to T.J. van Gerven and Financial Planning
06:21 - The Emotional Dynamics of Finance
11:03 - Why Seek a Financial Planner?
19:34 - The Strategic Importance of Tax Planning
26:58 - Concluding Insights and Listener Engagement
Connect with T.J.! Website: https://modernwealthbuilders.com/
LinkedIn: https://www.linkedin.com/in/tjvangerven/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Understanding your numbers and developing good habits is the first step towards financial freedom." - T.J. van Gerven
"It's not about how much money you make; it's about how much you can do with the money you have." - T.J. van Gerven
Are you ready to challenge the notion that your career path is set in stone? Dr. Felecia Froe’s journey from urological surgeon to real estate investor and social impact advocate might inspire you to think differently. How can taking bold steps create meaningful change not only in your life but also in your community? This episode with Dr. Lisa Herbert and Dr. Felecia Froe delves into the potent intersection of financial independence, leadership, and community impact. Expect to hear about practical strategies for achieving financial freedom, real-life examples of social impact investing, and the importance of self-care for sustained success. Will you dare to make a bold choice in your career and life, and potentially make a significant social impact? Tune in to hear Dr. Felecia Froe’s inspiring story and discover how bold decisions can lead to profound personal and community transformation. Will you leap a more fulfilling and impactful career? Listen now to find out!
00:00 - Welcoming Dr. Felecia Froe
03:20 - From Veterinary Dreams to Urology
10:48 - Discovering a New Path
18:00 - Making a Difference Through Social Impact
27:20 - Balancing Leadership and Self-Care
31:28 - Final Thoughts and Call to Action
Connect with Dr. Lisa! Podcast: https://www.justtherightbalance.com/podcast-54682ea5-2a28-4fcf-bd51-e41ff126b341
Website: https://www.justtherightbalance.com/
LinkedIn: https://www.linkedin.com/in/drlisaherbert/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"When I considered making a different choice, it wasn't quitting. It was about empowering others
to see new possibilities." - Dr. Felecia Froe
"We all can have the life we want. It just takes the cash, the mindset, and the drive to get there." - Dr. Felecia Froe
How can professional women harness their skills to achieve financial independence and make impactful contributions to society? In an engaging discussion on the "Thriving Practice" podcast hosted by Tracy Cherperski, Dr. Felecia Froe shares her journey from being a urological surgeon to becoming a leader in financial empowerment through real estate and social impact investing. Dr. Froe delves into the power of multiple income streams and the transformative potential of community-focused investments, offering invaluable advice for anyone looking to secure their financial future and use their wealth to foster community development.
This episode uncovers the steps necessary for financial liberation and highlights the challenges and triumphs along the way. If you're seeking inspiration and practical strategies to elevate your financial and professional life while making a lasting societal impact, this conversation with Dr. Froe is a must-listen.
00:58 - Intro
00:59 - Journey from Medicine to Mastery in Finance
08:01 - Embracing Multiple Income Streams
16:32 - Resilience Through Challenges: Real Estate and Beyond
23:21 - Creating Community Impact Through Real Estate
36:17 - Future Aspirations and Parting Advice
Connect with
LinkedIn: https://www.linkedin.com/in/tracycherpeski/
Website: https://www.tracycherpeski.com/
Podcast: https://www.tracycherpeski.com/podcast
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"No more sacrificing your personal life or feeling burnt out. It's time to take back control and create the practice of your dreams." - Tracy Cherpeski
“Empowerment is having the option to walk away.” - Dr. Felecia Froe
What does it truly take to align your financial goals with your deepest life values, especially in high-stress professions like medicine? In a captivating conversation, Dr. Felecia Froe, a seasoned medical professional and certified financial planner, and Nate Reineke bring their unique perspectives. They delve into the intricate world of financial planning versus financial advising, discussing how personal backgrounds shape professional choices and the significance of harmonizing your financial strategy with your life aspirations.
Listeners will uncover the critical differences between financial advisors and planners, understand the nuances of managing substantial student debt, and discover strategies for investment and retirement that go beyond mere wealth accumulation—they ensure peace of mind and fulfillment. Nate addresses how to navigate financial advising with transparency and integrity, ensuring that your financial decisions truly align with your best interests.
Suppose you've ever pondered the challenge of balancing a demanding career with personal happiness and financial well-being. In that case, this dialogue between Dr. Felecia and Nate Reineke is a treasure trove of insights. By listening to the entire discussion, you gain practical strategies that could significantly transform your approach to personal finance and career satisfaction.
00:00 - Meeting Nate Reineke: Financial Planner with a Mission
09:53 - Financial Planning vs. Financial Advising: What Physicians Need to Know
18:45 - Mastering Student Loans: Strategies for Financial Liberation
30:37 - Smart Investing for Future Security
41:29 - Balancing the Scales: Life Beyond Medicine
Connect with Nate!
Website: https://www.physicianfamily.com
LinkedIn: https://www.linkedin.com/in/natereineke/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Financial freedom doesn't just mean having wealth; it means having the freedom to make choices that allow you to enjoy life." - Nate Reineke
"Having a plan is the antidote to financial anxiety." - Nate Reineke
Can financial empowerment catalyze social change? Tune in with Dr. Felecia Froe and Tawana Rivers as they explore the transformative impact of community-driven investment. In this engaging discussion, Tawana shares her journey from financial struggle to leading the 10K Project, which champions economic empowerment through strategic education and collective action. This episode offers insights into overcoming economic hurdles, the power of community support, and innovative wealth-building strategies that challenge conventional financial systems.
Through the 10 K Project's impactful initiatives, listeners will learn effective financial strategies and the power of community investment.
Discover how collective efforts can drive social change and personal growth. Tune in to this inspiring episode to see how you can benefit from and contribute to economic empowerment efforts. Whether you're enhancing financial understanding or seeking inspiration, take advantage of rethinking the role of money in driving mission-driven change.
00:00 – Introduction to Tawana Rivers and the 10K Project
07:04 – Overcoming Personal Financial Challenges
14:24 – The 10K Project: A Model for Community Empowerment
24:56 – Building Wealth through Education and Collective Investment
35:12 – Future Goals and Expanding Impact
44:00 – Closing and Call to Action
Connect with Tawana! Website: https://the10kproject.com/
Linkedin: https://www.linkedin.com/in/tawana-rivers-4b512114a/
Instagram: https://www.instagram.com/black10kproject/
Youtube: https://www.youtube.com/channel/UC1XeXC2RpwzZIWHY1jvxTOQ
Facebook: https://www.facebook.com/groups/black10kgroup/
X/Twitter: https://twitter.com/black10kproject
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“It is my right to be here, earned through the lessons of my mistakes” - Tawana Rivers
"Knowledge must be shared; it's up to you to use it effectively." - Dr. Felecia Froe
What does it truly take to care for someone you love in a time of need, and how can you prepare yourself emotionally and financially for this demanding role? In a deeply empathetic and understanding discussion, Dr. Felecia Froe and guest Frankie Brown shed light on these critical questions, sharing their journey and professional insights into the world of caregiving. This episode not only uncovers the personal stories behind the caregivers’ roles but also delves into practical strategies for managing the extensive responsibilities of caring for aging or ill family members.
Listeners will explore the delicate balance required to manage the financial aspects of caregiving, the importance of early and thorough planning, and the emotional resilience needed to cope with the stresses of caregiving. Frankie offers valuable, practical advice on safeguarding the caregiver's well-being, highlighting how personal health directly impacts one’s ability to provide care. This conversation is designed to empower caregivers with the knowledge and tools they need to navigate their roles effectively.
00:00 - Introduction and the Inspiration Behind Caregiving
05:12 - Family Influences and the Evolution of Caregiving
10:24 - Financial Planning and the Need for Early Preparation
15:36 - Supporting Caregivers: Strategies and Solutions
20:48 - Conclusion: Resources and Empowerment
Connect with Frankie!
Website:https://autumnlifesolutions.com/
LinkedIn: https://www.linkedin.com/in/frankie-brown-25547295/
Facebook: https://www.facebook.com/frankie.bea1/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"It's about preparation and participation in the care of our loved ones, not just emotional but financial readiness too." - Frankie Brown
"Caregivers often carry both the burden and the blessing of their roles silently." Dr. Felecia Froe
Can knowledge truly shield us from financial peril? Join Dr. Felecia as she talks with Kelvin Harris, a financial consultant who experienced economic setbacks that led him to understand financial management better. They will discuss the importance of financial literacy, strategic tax planning, and real estate investment. Kelvin's story and professional insights offer a clear guide for making informed decisions to navigate and overcome financial challenges.
Discover how knowledge can transform ordinary income into lasting wealth and how intelligent planning can lead to substantial financial growth. Kelvin's journey from financial instability to consultancy demonstrates the benefits of structured financial education for securing one's economic future.
Tune in to learn simple, actionable strategies for mastering financial complexities. This conversation is a must-listen for anyone seeking to improve their financial understanding and turn potential adversities into stepping stones for success. Listen now to move beyond mere survival and towards a prosperous financial legacy.
00:00 - Introduction: Understanding the Value of Knowledge
01:08 - Journey to Financial Awareness: Kelvin's Personal Story
11:54 - Empowerment Through Financial Literacy
24:24 - Real Estate as a Foundation for Wealth
28:40 - Democratizing Investment Through Crowdfunding
39:03 - Comprehensive Strategies for Financial Growth
01:00:21 - Closing Thoughts and Opportunities for Engagement
Connect with Kelvin!
Contact Number: 202 460 7031
Email: kelvin.harris@kelstarconsulting.com
Website: https://www.kelstarconsulting.com/
LinkedIn: https://www.linkedin.com/in/kelvin-harris-5625458/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"If you cannot figure out how to make your money, make money for yourself, and you will work until you die." - Kelvin Harris
"We don't know what we don't know. And until we acquire this crucial knowledge, we will continue to suffer—financially, physically, or in other unexpected ways." - Kelvin Harris
"Mastering money is not just a skill but a revolution." Join host Dr. Felecia Froe and her distinguished guest, Darnyelle Jervey Harmon, as they uncover the transformative power of financial literacy from a lifetime of lessons. In this engaging dialogue, listen to Darnyelle's compelling narrative of rising from a childhood overshadowed by financial instability and addiction struggles to achieve multimillionaire status through disciplined wealth management. The conversation unveils the crucial milestones in her journey, including the life-changing impact of a court-mandated financial literacy course and her strategic approaches to wealth accumulation.
This episode offers Darnyelle's personal insights and practical advice on harnessing financial tools for social good, empowering women and minorities with the knowledge to break free from economic constraints. Expect to hear powerful stories of overcoming adversity, insightful strategies for wealth-building, and inspirational discussions on the social responsibilities of wealth.
Tune in to the latest release for a wealth of knowledge that promises to enrich your understanding and inspire your financial journey.
00:00 - Introduction: Setting the Financial Tone
06:06 - Darnyelle's Backstory: Overcoming Financial Hardship
15:35 - Path to Wealth: Learning from Bankruptcy
24:13 - Financial Literacy as Empowerment
33:08 - Looking Ahead: Future Initiatives and Societal Impact
Connect with Dr. Darnyelle! Website: https://drdarnyelle.com/
Website: (MTM Live 2024) https://movetomillionsevent.com/
Website: (Book) https://movetomillionsbook.com/
LinkedIn: https://www.linkedin.com/in/darnyellejerveyharmon/
Instagram: https://www.instagram.com/darnyellejerveyharmon
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Money was designed to move and to be mastered. If you allow fear to keep you from making money move, it will be taken from you." - Dr. Darnyelle Jervey Harmon
"It is hard to be the change you want to see when you don't have any change." - Dr. Darnyelle Jervey Harmon
Join host Krisstina Wise and Dr. Felecia Froe from the Money with Mission Podcast, where she became a guest on an engaging episode of the Wealthy Wellthy Podcast. In this compelling discussion, Dr. Felecia shares her journey from a dedicated urologist to a pioneering real estate investor, employing a growth mindset to master the balance between wealth creation, career fulfillment, and personal well-being.
During the episode, listeners will explore pivotal moments that shifted Dr. Felecia from medicine to millionaire investor, effective strategies for newcomers to begin investing in real estate, insights into achieving a harmonious balance between professional obligations and pursuing personal passions, and the critical role of mentorship and community in navigating the path to financial independence. This episode is packed with actionable advice for anyone looking to diversify their income streams and design a life of choice and abundance.
00:00 - Introduction
15:52 - Path to Real Estate Investment
30:36 - Investment Strategies and Insights
45:37 - Balancing Medicine and Investment
53:57 - Concluding Thoughts and Future Plans
Connect with Krisstina!
LinkedIn: https://www.linkedin.com/in/krisstinawise
Website: https://wealthywellthy.life/
Podcast: https://podcasts.apple.com/ca/podcast/wealthy-wellthy-podcast/id1087965675
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"You make your money when you buy, not when you sell." - Dr. Felecia Froe
"It's not about having money, it's about having options." - Dr. Felecia Froe
What if the key to unlocking a fulfilling future was within your grasp, shaped by your financial decisions? This episode of Money With Mission, featuring Dr. Felecia Froe, explores the transformative power of purposeful investing. By answering listener questions, Dr. Felecia illuminates the path to financial autonomy, revealing how strategic investments can empower us to lead lives aligned with our deepest values. From personal tales of overcoming constraints to practical investment wisdom, this discussion serves as both a guide and an inspiration for those seeking to wield their wealth for greater freedom and impact.
Tune in to discover how to redefine your relationship with money and embark on a journey toward a more intentional and empowered existence.
00:00 - Empowering Financial Beginnings
03:59 - The LIVE Framework: A Path to Financial Empowerment.
05:07 - Strategies for Investing Wisely
07:23 - Understanding Returns and Investment Accessibility
09:05 - Making "Good Money" Through Investments
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission Build Resilient Wealth Landing Page: https://moneywithmission.co/7-steps-to-building-resilient-wealth-for-women
Key Quotes: "Made money? Reinvest it. Keep growing your capital by smartly reinvesting your gains." - Dr. Felecia Froe
"Most wealth is made in real estate. Invest in something tangible you can see and hold." - Dr. Felecia Froe
What if the foundation of your financial stability was suddenly shaken? In this thought-provoking episode of "Money With Mission," Dr. Felecia dives deep into a Q&A session focused on the essential questions and uncertainties surrounding investment. From the future of Airbnb and short-term rentals to the foundational principles of investing in stocks, bonds, crypto, real estate, and businesses, this episode is a treasure trove of wisdom for anyone looking to navigate the turbulent waters of investment confidently.
Dr. Felecia combines personal anecdotes, listener questions, and a wealth of knowledge to guide you through the complexities of investing. Whether you're a seasoned investor or just starting, this episode promises insights into making informed decisions that align with your values and risk tolerance. Tune in to explore the realms of possibility and secure your financial future, one insightful tip at a time.
00:00 - Investment Strategies in Uncertain Times
02:16 - Overcoming Fear in Investing
03:58 - The LIVE Framework for Financial Empowerment
06:14 - Understanding Different Investment Vehicles
09:04 - Verifying Investments and Ensuring Safety
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission Build Resilient Wealth Landing Page: https://moneywithmission.co/7-steps-to-building-resilient-wealth-for-women
Key Quotes:
"The shortcut to learning investing is to know one person who knows a lot of people." - Dr. Felecia Froe
"Trust in your community and mentors to validate and secure your investments." - Dr. Felecia Froe
What if unlocking your financial future means understanding why and how you invest? Dr. Felecia Froe answers listener questions, delving into readiness to invest, aligning strategies with values, and the significance of risk tolerance. This episode is a fusion of financial wisdom and humanitarian spirit, designed for those eager to blend their financial journey with a mission-driven purpose. Dr. Froe's insights inspire and provoke thought, inviting you to join a community committed to making a difference today for a better tomorrow.
Tune into Money With Mission, where investing meets impactful purpose, and learn how to navigate the complexities of wealth with intention and positive social impact.
00:00 - Introduction to Financial Readiness and Investment
04:15 - Founding Story of Money With Mission
05:06 - Investing Values and Decision Making
06:48 - Understanding Risk Tolerance
09:04 - Financial Readiness, Best Investment Starts, and Right Picks
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Your core beliefs will define everything you do in your life, including your investing." - Dr. Felecia Froe
"Not every investment will be a win. Write that down now. You do your best, make mistakes, figure out what happened, and then move on." - Dr. Felecia Froe
Is Financial Freedom Just a Dream or a Tangible Reality? Explore this question and more in a captivating episode of Money With Mission, where Vontenea Stokes shares her inspiring journey from confronting financial scarcity to harnessing the power of real estate for a secure future. This episode offers a deep dive into how Vontenea and her innovative platform, Secure Living, revolutionize how everyday people access real estate investments. Expect to uncover the secrets of overcoming financial barriers, the importance of education in wealth building, and actionable strategies that can lead to financial empowerment.
Tune in to discover how you, too, can navigate the path to financial freedom and turn dreams into reality. Join us for an enlightening session that promises to change your perspective on money and investment.
00:00 - Introduction to Vontenea Stokes and Secure Living
02:16 - Vontenea's Journey: From Scarcity to Security
07:05 - First Steps into Real Estate Investment
13:02 - The Mission and Mechanism of Secure Living
19:16 - Open Investment Opportunities: Accredited vs. Non-Accredited Investors
Connect with Vontenea!
Website: http://www.securelivingrei.com/
LinkedIn: https://www.linkedin.com/in/vonteneastokes/ Facebook: https://www.facebook.com/securelivingrei/ Instagram: https://www.instagram.com/securelivingrei/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
" Overcoming scarcity isn't just about having more; it's about creating a mindset where abundance becomes a reality." - Vontenea Stokes
"The journey to financial freedom begins with a single investment. Real estate isn't just about buildings; it's about the foundation for wealth." - Vontenea Stokes
Wealth transcends your bank account; it's the art of financial freedom. Dr. Felecia Froe unveils the secrets to achieving true independence, guiding listeners beyond conventional earnings to a life where income streams diversify, debts become assets, and tax planning is pivotal. Discover the contrast between the middle-class financial approach and the affluent's wealth-building strategies. With Dr. Froe's expert insights and practical advice, this episode challenges you to rethink your finances, emphasizing the power of mindset, the benefits of real estate, and effective tax strategies.
Step into a new financial paradigm where your assets work for you. Join us for an enlightening episode that promises actionable steps toward unlocking your financial potential. Dive into this transformative journey with Dr. Felecia Froe and redefine what wealth means to you.
02:06 - Understanding Financial Independence
05:24 - From Middle Class to Wealthy
07:12 - Utilizing Debt and Investments
09:00 - The Power of Accredited Investing
18:54 - Proactive Tax Planning
24:37 - Achieving Wealth and Financial Freedom
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Financial independence means having your passive income exceed your expenses, freeing you to live life on your terms." - Dr. Felecia Froe "Diversification in income is crucial; it's not just about having different stocks but having multiple streams of income." - Dr. Felecia Froe
Why do the wealthy view taxes differently? Dr. Felecia Froe delves into the transformative potential of strategic tax planning in this compelling episode. Moving beyond the passive payment of taxes, she presents it as a cornerstone of wealth retention and financial health. Through contrasts between common perceptions and the strategies of the affluent, listeners will learn the value of proactive tax management.
Dr. Felecia offers insights into effective tax planning, highlighting the role of professional advice in maximizing efficiency. Equipped with practical tips and real-world examples, this episode is a call to rethink taxes—not as a burden but as an opportunity. Prepare to shift your perspective and use the tax code to your advantage, turning tax planning from an obligation into a key strategy for financial empowerment.
00:00 - Introduction to Financial Freedom
04:12 - Understanding Tax Mindsets
07:30 - Leveraging the Tax Code
10:12 - Strategic Tax Planning
15:00 - The Pillars of Wealth through Tax Efficiency
17:24 - Practical Steps Towards Effective Tax Management
Dr. Felecia's Events in March: Join Dr. Felecia for the Goddess Getaway event in Sedona in March 2024! Find out more at Goddess Getaway Sedona.
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
LinkedIn: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Taxes are our biggest liability and our greatest expense in our lifetime." - Dr. Felecia Froe
"The wealthy view taxes as something they can utilize, seeing the tax code as a tool to benefit them." - Dr. Felecia Froe
At the heart of our quest for balance and prosperity lies the transformative question: What if the essence of our power resides not in the force we exert but in the energy we embody? Money with Mission invites you on an expansive journey with Dr. Felecia Froe and Allyson Chavez, where the merging of mind, spirit, and financial wisdom illuminates a path from scarcity to abundance.
This episode delves into the alchemy of combining feminine intuition and masculine action, offering a guide to navigating life's financial and personal challenges with grace and power. Through stories of transformation and actionable insights, discover how embracing your full energetic spectrum can lead to a life of enriched purpose, creativity, and prosperity.
05:12 - Understanding Feminine and Masculine Energies
26:42 - Receiving Over Doing
28:48 - Activating Feminine Energy
37:29 - Collaboration Versus Cooperation
38:31 - Money Follows Feminine Energy
45:12 - Diffused Awareness Versus Singular Focus
52:44 - Healing through vulnerability and emotion
Connect with Allyson!
Website: https://prosperityapproach.com
Youtube: https://www.youtube.com/channel/UCeX8P2j7GGldE6joPEQKkWg
LinkedIn: https://www.linkedin.com/in/allysonchavez15/
Books: The Prosperity Approach: https://a.co/d/bQIS7fA
Dr. Felecia's Events in March: Join Dr. Felecia for the Goddess Getaway event in Sedona in March 2024! Find out more at Goddess Getaway Sedona March 2024.
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"If the why is big enough, the how doesn't matter. If your dream and desire are big enough, we don't need to know the how." - Allyson Chavez
“Connect to your potential by leading with your feminine energy first, then let masculine support." - Allyson Chavez
Money is a journey. Our relationship with it evolves as we gain knowledge, find mentors, and open our minds to new possibilities. Dr. Johnoson Crutchfield understands this well. From a penny-pinching upbringing to amassing a $30 million real estate portfolio, his view on money transformed from scarcity to abundance.
Host Dr. Felecia Froe interviews Dr. Johnoson about his journey. With experience as a school principal and now a full-time real estate investor, Dr. Johnoson found financial freedom by leaving the corporate path. He discusses pivotal mindset shifts, securing his first investment properties, and how he teaches others to create passive income through real estate today. Dr. Johnoson shares hard-won lessons on money, business, and opening doors for those looking to follow a similar path. When it comes to wealth, the journey starts within.
02:42 - Childhood Experiences with Money
05:42 - A Mindset Shift and Transition After Starting a Family
08:24 - Getting started in real estate
13:12 - Leaving education for real estate
14:42 - Helping others invest in real estate Connect with Johnoson! Website: https://grabthemap.com/
Tiktok: https://www.tiktok.com/@grabthemap
Youtube: https://www.youtube.com/@grabthemappodcast Instagram: https://www.instagram.com/grabthemap/ Twitter: https://twitter.com/grabthemap
Dr. Felecia's Events in March: Join Dr. Felecia for the Goddess Getaway event in Sedona in March 2024! Find out more at Goddess Getaway Sedona March 2024.
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes: "I know they are passionate about their full-time job, but they don't have time to think about investing." - Dr. Johnoson Crutchfield
“When you do things the way you're told and then realize it's not going to get you as far as you need to go, you've got to make a change." - Dr. Johnoson Crutchfield
In a world where time seems to slip away faster than ever, finding moments of stillness is no longer just a luxury.
A wonderful thought-provoking episode, guest Dr. Donese Worden delves into physician wellbeing with Dr. Felecia, emphasizing the critical role of self-care in avoiding burnout. They discuss the merits of naturopathic medicine, the practicality of cash-pay practices, and the importance of gender intelligence.
Dr. Worden also guides listeners through a comprehensive self-checkup based on the seven pillars of health, offering strategies for quality sleep, stress reduction, and achieving inner peace, thereby empowering female physicians to prioritize their health for a balanced and fulfilling career.
00:36 - What is Naturopathic Medicine?
04:12 - Dr. Worden's Path to Naturopathic Medicine
07:48 - Avoiding Burnout with a Cash Practice
14:42 - Building Multiple Income Streams
22:18 - Understanding Gender Differences
27:00 - Self-Checkup for Physicians
Connect with Dr. Donese! Website: https://drworden.com/
LinkedIn: https://www.linkedin.com/in/donesew/
Facebook: https://www.facebook.com/DrDoneseWordenNMD
Instagram: https://www.instagram.com/DrDoneseWorden/
Telephone: 480.588.2233
Dr. Felecia's Events in March: Join Dr. Felecia for the Goddess Getaway event in Sedona in March 2024! Find out more at Goddess Getaway Sedona March 2024.
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Make the time for yourself. Make the time to understand what is going on in those areas of your life and make those changes." - Dr. Donese Worden
"When you say I don't have time to meditate, that's when you need more meditation." - Dr. Donese Worden
Tired of just working on the weekends and waiting for a distant retirement? It's time to rethink what retirement truly means.
In this empowering solo episode, Dr. Felecia invites you to reimagine retirement as the freedom to live life on your terms, no matter your age. Learn how to take control of your financial future and create passive income streams that give you options. Discover the limitations of conventional assets like your home, and why assets should make money for you. Get strategies for generating ongoing passive income through smart real estate investments.
Join Dr. Felecia as she challenges conventional retirement wisdom and presents an inspiring vision for gaining financial freedom. You'll come away energized and empowered, with fresh ideas to build assets that align with the life YOU want.
00:00 - Working Towards Freedom
02:42 - Rethinking Assets
05:42 - Gaining Financial Freedom
08:54 - Working for Assets, Not Just Income
Connect with Dr. Felecia! LinkedIn: https://www.linkedin.com/in/moneywithmission/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes: “Money with a Mission's vision is that every woman has the financial ability to walk away from any job or relationship that is not in her best interest.” - Dr. Felecia Froe “Retirement to me means doing what I want when I want, with whom I want, no matter what age I am.” - Dr. Felecia Froe
Ever wondered if your financial plan is a ticking time bomb? Dr. Felecia explores innovative financial strategies with John Ensley. They discuss the pitfalls of traditional financial planning and delve into alternative methods for wealth creation and management.
John shares his insights on overcoming economic challenges and introduces unique concepts like "money monsters" and alternative saving systems unknown to conventional financial planners.
00:00 - Introduction
01:24 - Rethinking Traditional Financial Planning
10:03 - Unveiling 'Money Monsters'
20:21 - Alternative Savings Systems
30:09 - Overcoming Economic Challenges
40:46 - Building a Secure Financial Future
Connect with John!
LinkedIn: https://www.linkedin.com/in/johnensley/
Website: https://jumponwithjohn.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:“The government dictates the terms of how we save for retirement." - John Ensley “We're trained to believe that saving in a certain way is safe, but in reality, it exposes us to risks we often don't see." - John Ensley
Plunge into the world of environmental innovation, where Dr. Felecia and Eric Schaffner from Zeloop confront the urgent plastic pollution crisis. This episode unveils Eric's visionary approach with Zeloop, a pioneering venture that intertwines blockchain technology and recycling, promising to redefine our battle against plastic waste.
Prepare to be enlightened on the staggering reality of plastic pollution and discover groundbreaking strategies that could revolutionize our approach to sustainability and consumer behavior.
00:00 - Introduction to Plastic Pollution
02:42 - Eric Schaffner and Zeloop's Mission
11:13 - The Impact of Plastic on Environment
20:20 - Blockchain Technology in Recycling
30:14 - Consumer Behavior and Recycling
40:00 - The Future of Plastic Recycling
Connect with Eric!
LinkedIn: https://www.linkedin.com/in/eric-schaffner-zeloop/
Website: https://zeloop.net/Contacts: https://erics360.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Plastic pollution is not just an environmental issue, but a global crisis that requires innovative solutions." - Eric Schaffner
"Changing consumer behavior is key to making significant strides in combating plastic pollution." - Dr. Felecia Froe
Step into the world of transformative real estate investing. Dr. Felecia sparks an enthralling conversation with Whitney Elkins-Hutten, a real estate investment expert. Whitney shares her journey from her first rental purchase in 2002 to becoming a key player in a massive real estate portfolio.
The episode provides valuable insights into real estate as a business, the importance of passive income, and the strategies for building wealth through real estate. Whitney's expertise is especially beneficial for high-income professionals like physicians, offering guidance on investing smartly and creating lasting financial freedom.
00:00 - Introduction to Whitney Elkins-Hutten
03:01 - The Shift to Serious Investing
08:01 - Exploring the BRRRR Strategy
13:01 - Wealth Building and Financial Goals
18:01 - Addressing Investment Challenges
23:01 - Life and Financial Freedom
28:01 - Concluding Thoughts and Advice
Resources Mentioned Money for Tomorrow: How to Build and Protect Generational Wealth: https://a.co/d/cohp7C6
Connect with Whitney! Website: https://www.biggerpockets.com/blog/contributors/whitneyhutten
Webiste: https://ashwealth.com/
LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"Invest in your financial education to navigate the wealth-building journey effectively." - Whitney Elkins-Hutten
"Real estate is not just an investment; it's a business that requires strategic thinking and planning." - Whitney Elkins-Hutten
Get ready for a captivating chat between Dr. Felecia Froe and women's wealth expert, Kim Curtis. In this raw episode, they dive into overcoming money trauma, finding purpose in passion, and achieving true financial freedom. Kim shares her inspiring journey from money anxiety to building a thriving wealth management firm for women. Beyond dollars, they explore how real wealth ties into self-worth, life purpose, and empowerment.
Join the conversation for valuable insights on financial awareness, conscious money decisions, and crafting your own unique money story. It's a brief but powerful exploration that goes beyond the surface, inspiring you to take control of your financial journey!
00:00 - Intro
01:50 - Early Money Trauma
03:46 - Snapping Into Financial Awareness
05:01- Unpacking Family Money Beliefs
14:59 - Aligning Values and Passion with Money
19:51 - Operating from Heartfelt Values
25:51 - Following Your Passion
Resources Mentioned:
Money Secrets: Keys to Smart Investing: https://a.co/d/08lB3q0Retirement Secrets: Keys to Retiring Happy, Healthy & Free: https://a.co/d/50StUDT
Connect with Kim!
LinkedIn: https://www.linkedin.com/in/kimberlylcurtis/
Website: https://www.wealthlegacyinstitute.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
“How you do money is how you do life” - Kim Curtis
“Money needs you. It has no value other than what we give it. You need to become something so that money can find you and become a tool for making a difference in the world." - Kim Curtis
Imagine a future where businesses not only meet their water needs sustainably but also play a crucial role in reshaping the landscape of water-scarce areas. Our guest Riggs Eckelberry returns to discuss the growing crisis in America's water infrastructure and how his company OriginClear is pioneering decentralized solutions to overhaul outdated systems.
As cities across America struggle with aging and overloaded water systems, OriginClear provides innovative onsite water treatment technology to businesses. This takes the burden off municipal systems while recycling water. Riggs explains the reasons companies are rapidly adopting these systems, how they enable developments in water-scarce areas, and why they present a unique impact investment opportunity.
00:00 - Intro
05:20 - The neglected state of water infrastructure
07:20 - Failing systems and the risk of privatization
11:25 - Businesses take control with onsite treatment
17:20 - Solving housing shortages and development
25:20 - Applications across industries
31:05 - Breaking monopoly ushers innovation
Connect with Riggs!
LinkedIn: https://www.linkedin.com/in/riggs/
Website: https://www.originclear.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Key Quotes:
"We are not advocating privatizing water supplies. Fresh water should remain governmental because it's a trust." - Riggs Eckelberry
"The days of government monopoly are fast fading away, and water is one of the last holdouts." - Riggs Eckelberry
Can we really teach our kids about money through play? In this episode, Tyler believes so. He created Kudosy, a 'financial playground' app designed to give kids hands-on money experience while shaping positive behaviors.
Tyler, a seasoned entrepreneur with a business strategy degree from Brigham Young University and a master's from Boston University, is passionate about serving people at scale through software. He created Kudosy to solve the financial literacy crisis in America and strengthen families globally.
00:00 - The Power of Perspective
05:49 - Development of Kudosy App
14:28 - Kudosy App Overview
19:32 - Parental Involvement and Learning
24:13 - Financial Playground for Families
30:29 - Ideal Age of Using the Kudosy App
Resources Mentioned
Website: https://kudosy.com/
Kudosy Family Wallet
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Kudosy App is a financial playground that allows kids to experience and learn about money in a fun and interactive way." - Tyler Nicholls
"When [kids] earn these kudos...They have the experience and the joy of earning them themselves and then deciding how they want to spend them." - Tyler Nicholls
What does it mean to be wealthy? Does financial success alone lead to happiness and fulfillment?
In this episode, entrepreneur and millionaire coach Krisstina reveals that true wealth lies at the intersection of financial prosperity and vibrant health and wellness. After nearly losing her life and business due to poor self-care, Krisstina shares crucial lessons on achieving balance, listening to your body's needs, and defining what a "good life" truly means for you.
Krisstina Wise is a real estate mogul, millionaire coach, international speaker, and Amazon bestselling author. After years of chasing entrepreneurial success at the expense of her health, Krisstina founded WealthyWellthy to teach others how to achieve financial wealth and well-being at the same time.
00:00 - The Birth of WealthyWellthy
06:19 - Celebrating Wins and Avoiding Burnout
13:06 - Investing in Your Well-Being
16:55 - Embracing Radical Change
21:39 - The Money-Mindset Link
22:14 - A Personal Shift from Wealth to Wellness
25:49 - Passive Income and Financial Freedom
33:28 - Taking Control of Your Money and Health
37:59 - Closing Segment
Resources Mentioned
Book: Falling for Money
https://wisemoneymethod.com/quiz/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"This F1 car body of mine needs a lot of financial investment to keep it running. Previously, I treated it like an F1 car but neglected essential maintenance—I didn't change the oil, I didn't use supreme gas, and I didn't change the tires. As a result, the car gave out. Similarly, our bodies will give up if we don't invest in them." - Krisstina Wise
"We shouldn't abdicate our money or our health. Just as we invest in assets for financial security, we need to invest in our well-being. It's about taking ownership, understanding, and making the right choices for both our money and our health." - Krisstina Wise
Imagine a life where your money works tirelessly for you, opening the door to a world of possibilities beyond the daily grind. Have you thought of breaking free from the traditional financial mold and creating wealth that transcends generations?
In this episode, Felecia Froe joins The Passive Road To Retirement hosted by Andrew Jarrett to share her journey from being a urologist to becoming a real estate syndicator focused on social impact investing. She discusses overcoming setbacks, the importance of financial freedom, and how to build generational wealth.
Get ready to be motivated, enlightened, and maybe even discover your own path to financial independence!
00:00 - Introduction to Dr. Felecia Froe
03:57 - Getting Started in Real Estate Investing
09:01 - Multifamily Versus Single-Family
11:37 - Overcoming Hardships and Rebuilding
16:10 - Economy Rules & Wall Street Investing
20:40 - Mindsets and Daily Habits
24:28 - Closing Segment
Resources Mentioned
Rich Dad Poor Dad
Connect with Andrew!
LinkedIn: https://www.linkedin.com/in/andrewjarrett/
Podcast: https://rss.com/podcasts/thepassiveroadtoretirement/
Website: https://www.jarrettcapital.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Nobody cares about my money more than I care about my money...Building it is on you. And having cash flow now lets you live the life you want to live now and not just wait and live for the future." - Felecia Froe
"It's freeing once you've got passive income; essentially, once you have enough income passively from investments, it covers your expenses. You're pretty much retired." - Felecia Froe
What happens to your estate when you die without a will or proper trusts in place?
Aspiring entrepreneurs may think they can skip the legal hassles and costs associated with estate planning. But trust and estate lawyers Elizabeth and Johnny insist everyone needs formal legal protections - no matter what stage of wealth or property ownership. So how can trusts help you protect assets, avoid the dreaded probate court process, plan for possible incapacity, and prevent family confusion later?
Tune in as Elizabeth and Johnny expound the basics of trust and estate planning, and why getting professional help is key.
00:00 - Elizabeth and Johnny Share Their Money Stories
06:12 - Who Needs Trusts and Why
09:31 - Placing Real Property into Trust
11:19 - How Do You Determine Incapacity?
12:37 - LLCs and Trusts Working Together
19:00 - Overview of Revocable Living Trust Contents
24:25 - Helping Entrepreneurs Structure Investment Interests
29:13 - Importance of Regular Trust Reviews
31:33 - Components of a Basic Estate Plan
35:51 - Closing Segment
Connect with Elizabeth & Johnny!
Website: https://www.trespday.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
"If you own property, place it in a trust to bypass costly and public probate. Keeping your affairs out of the court's register maintains privacy and preserves control over administration." - Elizabeth Tresp
"Trust is crucial for capacity planning. A revocable living trust not only designates someone to manage your assets in case you can't but also outlines your wishes if you become incapacitated.” - Elizabeth Tresp
"I always advise it should at least be held in your trust, right, your revocable living trust, if not in one of your LLCs that you're investing in." - Johnny Nitti
What if you could work remotely from a sandy beach in Mexico, a charming café in Paris, or a zen retreat in Bali? For physician turned digital nomad Dr. Goins, this is her everyday reality.
After experiencing a pivotal moment of burnout, Dr. Goins left a lucrative career path to craft her own version of practice on the road less taken. She joins host Dr. Felicia to share the step-by-step journey that led her to a laptop lifestyle with both professional flexibility and financial stability.
Whether you feel stuck on the medical treadmill or have a nagging travel bug you want to scratch, this conversation will open your mind to what’s possible for physicians seeking lifestyle design freedom.
00:00 - Dr. Goins' Early Realization of Her Passion for Travelling
07:26 - The Pivotal Moment of Leaving the Job
15:19 - How Dr. Goins' Funded Her Freedom Quest
18:23 - Essentialism for Money Alignment and Values
22:04 - Why All Doctors Have Transferable Skills Beyond Medicine
26:06 - How She Runs Her Own Online Psychiatry Practice Remotely
33:13 - Closing Segment
Resource Mentioned
Eric Jerome Dickey
Connect with Kristine!
Website: https://thenomadmd.com/
Facebook: https://www.facebook.com/thenomadmds
Instagram: https://www.instagram.com/thenomadmds
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
“Time is a precious commodity that we think we have, but we're never going to get this time back.” - Kristine Goins
“That's the thing. You're not stuck. If you decide this isn't what you want to do, all you have to do is decide what you want to do and then go for it.” - Felecia Froe
Do you want your investments to make the world a better place? Learn how to earn solid market returns while driving positive social change.
In this episode, Felecia and sustainable investing experts Ben and Kylelane unpack how everyday investors can align their money with their values.
Discover funds focused on everything from clean energy to racial justice that perform on par with traditional offerings. Plus, get tips on seeing through the marketing hype to spot truly responsible investments.
Whether you care about women's empowerment, economic equality, or preserving the planet, it's possible to do good while growing your wealth over the long term.
Dive into this conversation for actionable insights you can start applying today.
00:00 - Kyle and Ben’s Background on Growing Money
06:45 - What is Sustainable Investing?
10:06 - Distinguishing Socially Responsible Investing and Sustainable Investing
16:51 - Finding the Right Fund Manager and How to Evaluate Sustainable Funds
22:17 - Till Investor’s Mission: Aligning People’s Investments and Values
25:09 - Socially-Focused Investment Options
29:07 - Investing in Long-Term Funds
37:45 - Closing Segment
Resources Mentioned
https://www.lendonate.com/
https://www.cdfifund.gov/
Sustainable Investing: An ESG Starter Kit for Everyday Investors
Connect with Ben and Kylelane!
LinkedIn: https://www.linkedin.com/in/benvivari/ https://www.linkedin.com/in/kylelanepurcell/
Website: https://tillinvestors.com
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
"Investing is about clarity. If the fund information doesn't resonate, it's not for you. Transparency is the true indicator of quality." - Kylelane Purcell
"Never give your money to a stranger; take control and understand where it goes. It's your money, your story—make it count." - Felecia Froe
Ever wondered how to turn your profession into a pathway to prosperity?
In this episode, Felecia shares her journey from the medical world to real estate investing with Gary Wilson, host of the Massive Passive Cash Flow Podcast. Discover how she overcame market crashes, mastered the art of money, and is now revolutionizing investment connections through real estate syndication.
Join us as we delve into the vital role of multiple income streams for medical professionals, the power of face-to-face networking, and the game-changing fusion of technology and social impact investing.
Stay tuned for insights on the evolving medical landscape, securing financial resilience, and the key to creating wealth that outlasts you.
00:00 - Dr. Felecia Froe: Physician, Real Estate Investor, and Syndication Expert
06:28 - Hard Work and Perseverance are Essential to Success
08:46 - How Physicians' Can Diversify Their Income
12:23 - Physicians' Investment Obstacles
15:23 - Understanding Social Impact Investing
21:01 - The Impact of AI on the Medical Field
28:04 - Making Money with a Side Hustle
40:42 - Closing Segment
Resources Mentioned
Relentless: From Good to Great to Unstoppable
1 Box CashFlow 101
Rich Dad Poor Dad
Massive Passive Cash Flow Podcast host Gary Wilson
Connect with Gary!
LinkedIn: https://www.linkedin.com/in/thegarywilson/
Facebook: https://www.facebook.com/realestatewithgarywilson/
Website: https://www.myinvestmentservices.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
"Real estate investment may be the doorway, but it's the profound lessons in money, assets, and liabilities that truly open the path to financial enlightenment." - Felecia Froe
"It's that hard work and perseverance that really get you where you want to go." - Felecia Froe
Discover the keys to successful real estate investing and portfolio diversification in our latest podcast episode.
Join us as we delve into a captivating conversation with Jonathan Greene, a seasoned real estate investor and certified life coach. He'll unveil his secrets for building a thriving real estate portfolio that supports him and his family, sharing invaluable insights on property management, financial principles, and the power of mentorship. Plus, get a sneak peek into the world of syndications.
Don't miss this enriching discussion with Jonathan Greene—it's your guide to achieving financial independence through real estate investments!
Jonathan Greene is the Team Leader of Streamlined Properties On-Market, brokered by eXp Realty, a multi-state team of professional, knowledgeable, and proficient real estate agents built to connect with clients who need agents to understand exactly what they are looking for.
00:00 - Jonathan’s Early Upbringing to Real Estate Investment
08:43 - Advice for Physicians on Buying Properties as Landlords
10:28 - From Attorney to Realtor
18:48 - Life as Team Leader, Life Coach, Real Estate Coach, and Hosting Podcast
21:37 - Decision-Making on What Asset to Buy and What Markets to Go
29:31 - Physician’s Real Estate Investment and Diversification
34:21 - Making Money with Short-Term Rentals and Embarking to Real Estate Syndication
40:42 - Closing Segment
Resources Mentioned
https://www.biggerpockets.com/
https://www.vrbo.com/
https://www.trustgreene.com/podcast/zen-and-the-art-of-real-estate-investing
The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications
Connect with Jonathan!
Instagram: https://www.instagram.com/trustgreene/
LinkedIn: https://www.linkedin.com/in/jonathan-greene-re/
Website: https://www.streamlined.properties/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
"Trust your instincts – when you walk into a place and it feels right, that's when you know everything else will fall into place. Seize the opportunity." - Jonathan Greene
"Real estate is a diversified asset class where you can add value to everything, providing a sense of control." - Jonathan Greene
Uncover the key to significant tax savings in this engaging podcast episode featuring Sanja Noble and Asa Patterson from Premier 72.
Their discussion on money mindset and manifestation will open your eyes to new possibilities. You'll learn how to shift your mindset from consumer mentality to wealth building. Discover how to reallocate your money effectively, turn liabilities into assets, embrace the tax code for substantial tax benefits, and secure retirement.
Join us for this episode to gain wisdom on transforming your financial future. Don't miss this chance to unlock your financial potential!
Sanja Noble, Managing Partner of Premier 72, specializes in life insurance and retirement income planning, helping individuals achieve financial independence and entrepreneurial goals.
Asa Patterson, Sr., a retired Marine Corps Captain, is the Managing Partner of Premier 72, a boutique firm specializing in income growth maximization, asset protection, and tax advantages. He has served over 3,500 real estate investors and business owners in North and South America.
00:00 - The Struggle of Having a Scarcity Mindset
10:03 - Taking the Lid Off of Your Capacity
14:07 - Discovering Your Own "Acres of Diamonds"
16:35 - How to Reallocate Your Money and Unlock Possibilities
23:03 - Advantages of Insurance to Secure Retirement
33:26 - Investment: Be Your Own Bank and Grow Your Wealth Without Taxation
44:05 - Closing Segment
Connect with Sanja and Asa!
Phone number: +1312 883 9114 LinkedIn: https://www.linkedin.com/in/sanjaenoble/
https://www.linkedin.com/in/asa-e-patterson-m-ed-897a4b4/
Website: https://www.premier72.com
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
"It's all about a mindset shift. The wealthy understand success is based on intellectual assets, not entitlement, and they focus on cutting expenses, especially taxes. Entrepreneurs can tap into hidden potential with this shift." - Asa Patterson
"Effort and belief go hand in hand - everyone can attain their desires with unwavering belief in their ability to manifest their goals." - Felecia Froe
Did you know that physicians don't often negotiate their salaries due to fear of rejection?
In this eye-opening episode of Money with Mission, we uncover the secrets to helping physicians not only protect and grow their wealth but also gain the financial recognition they deserve.
Join us as we delve into the art of negotiation, passive income generation, and the power of financial literacy with Amanda Hill, an attorney who's changing the game for physicians everywhere. Get ready to take control of your financial future and make a positive impact on your community while you're at it!
Amanda Hill is an experienced healthcare attorney in Austin, Texas, and the founder of a new company, Guard My Practice. She is the go-to resource for physicians who have legal questions, contract disputes, compliance-related issues, or problems with patients. And now, she is creating video content for doctors who want to know more about the business side of medicine.
00:00 - Empowering Doctors to Perceive Fraud and Abuse
05:41 - Leverage Your Value and Negotiate Your Contract
13:14 - Leverage Your Unique Skills to Win Negotiation
19:47 - Don't Fear Negotiation: It's Possible
23:43 - Seeking Assistance and Guidance
29:17 - Embrace Your Mistakes, Learn, and Move Forward
38:55 - Closing Segment
Connect with Amanda! LinkedIn: https://www.linkedin.com/in/amanda-b-hill-7093ab4/
Website: https://www.guardmypractice.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quote:
"If you aim to increase your earnings right where you are today, understanding your true value in your job is essential." - Amanda Hill
"Embrace mistakes, work through the pain; they're temporary and teach us valuable lessons." - Felecia Froe
Discover the secrets to debt management, wealth building, and hiring the right financial advisor. Join us to take charge of your financial future today!
Today, we have two special guests, Sandi and Cammie, who work to assist individuals, families, business owners, executives, entrepreneurs, and wealth inheritors in managing their financial lives and achieving their goals.
Sandi, Chief Client Officer at Aspiriant, leads the Planning, Strategy, & Research team, responsible for the firm's advanced wealth planning platform, and co-hosts the Money Tales podcast.
Cammie, a marketing professional at Aspiriant, joined the firm in 2005 as a sales and marketing manager. In 2016, she led a team of professionals in various initiatives. Passionate about empowering clients, Cammie is the Chief Marketing Officer, ensuring consistency across the brand and promoting the firm's forward-thinking approach to wealth management.
00:00 - Managing Wealth for a Greater Purpose
04:40 - Financial Mastery: Know Yourself, Learn, and Collaborate
11:06 - Aligning Financial Goals with Values
14:51 - Advisors Help to Organize, Uncover, and Achieve Financial Goals
22:24 - Seeking the Right Financial Advisor 32:30 - Normalizing Money Conversations
35:29 - Closing Segment
Resources Mentioned:
CERTIFIED FINANCIAL PLANNER
Financial Planning AssociationMoney Tales
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Connect with Cammie and Sandi! LinkedIn: Cammie Doder, Sandi Bragar
Website: https://aspiriant.com/
Quote:
"Money can stir emotions that affect our financial decisions. Having an objective third party, like a financial advisor, can make a world of difference in our financial lives." - Sandi Bragar
"Your values dictate your ability to achieve financial goals." - Sandi Bragar
Ever wondered why your life unfolds the way it does? Join us on a journey of self-discovery as we delve into the unconscious choices that shape our everyday lives.
Today, we have a special guest, Brett Riggins, The Real Estate Mogul, MD, who guides physicians on real estate investing without leaving their medical careers behind.
Get ready for an enlightening conversation!
Brett Riggins is a twenty-year real estate veteran and founder of Physician Wealth Systems - a complete real estate acquisition solution. PWS offers to find, buy, renovate, rent, refinance, and manage real estate properties on behalf of physicians. After 12 months, physicians will own 12 rental properties that generate passive income.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Struggles to Success: Brett Riggins' Journey in Real Estate 15:46 - Physician Wealth Systems: A Mindset Transformation 30:15 - Exploring Multiple Income Streams and Financial Freedom 35:04 - Discovering Wealth-Building Strategies for Physicians 41:41 - A Journey to Smiles and Fulfillment 43:17 - Closing Segment
Physician Wealth Systems Get the Book Now: “How To Get Rich As A Doctor” Website: http://www.physicianwealthsystems.com/ Linkedin: linkedin.com/in/brettriggins
Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission
Quote: "Plant the seed of curiosity, take action, and grow wisdom – it's the path to a fulfilling life." - Brett Riggins
In life, declarations hold immense power. They signify our commitment to what we believe in, desire, and the path to our most authentic selves. But here's the catch: if we don't make these declarations ourselves, others may step in and shape our journey.
In this episode, Vikram Raya introduces the concept of "blissful dissatisfaction." It's a mindset that combines contentment with an insatiable drive for improvement. While at peace with your current state, you continue seeking growth and progress. This mindset not only fuels personal development but also helps you positively impact others.
Join us as we explore the significance of self-declaration, the pursuit of authenticity, and the keys to taking control of your narrative. It's time to shape your destiny and live life on your terms!
Vikram Raya, MD is a cardiologist, real estate investor, high-performance coach, and founder of Limitless MD. He is passionate about taking high-achieving doctors and transforming their perspective and mindset, giving them the ultimate advantage in creating a life full of wealth, success, and vitality.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Vikram's Inspiring Journey with Money
09:26 - From Declaration to Transformation: Vikram's Journey to Freedom
13:14 - From Ideation to Success: The Journey of Building a Million-Dollar Syndication Empire
24:35 - The Physician's Guide to Overcoming the Fear of Real Estate Investment
27:27 - Unlocking True Wealth: The Path to Financial Freedom Beyond 401(k)s
33:19 - Chasing Meaning and Blissful Dissatisfaction
37:08 - Connect with Vikram
Limitless MD
Website: https://vikramraya.com/
Linkedin: https://www.linkedin.com/in/vikramraya/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Making a declaration of some sort for what you believe in, what you want, your authentic life has to happen." - Vikram Raya
“Let's all aspire to have that bulletproof resilient mindset that allows us to triumph over life's challenges and remain happy, generous, abundant, and giving." - Vikram Raya
Have you ever considered the profound impact of your actions and whether they create beautiful ripples of positivity or chaotic waves of negativity in the world?
As we navigate life's waters, we often underestimate the impact of our extensive and trim choices. In this discussion, we'll explore the concept of the ripple effect and how it shapes our world. We have a genuinely captivating guest with us, Franco Perez, whose journey to where he stands today is nothing short of fascinating. In this episode, we'll delve into the intriguing backstory that has brought Franco to this point, and we'll explore how he has not only embarked on a personal mission but also dedicated his financial resources to make affordable housing accessible to many. Join us for an enlightening conversation you won't want to miss.
Franco Perez is a Mobile Home Expert and a Founder of Franco Mobile Homes, which continuously strives to enhance housing affordability by transforming lives through mobile homes.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Hardship to Affordable Housing Entrepreneurship
04:06 - A Journey of Empowerment
10:08 - Unlocking Affordable Home Ownership: The Mobile Home Solution
19:31 - Revolutionizing Housing: A Factory-Built Solution
26:46 - Investing for Impact: Transforming Lives and Communities
28:27 - Closing Segment
Franco Mobile Homes
Website: https://www.francomobilehomes.com/
Linkedin: https://www.linkedin.com/in/francotv/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"When you find a point where you have to make things meet, you get more resourceful about the information you get."- Franco Perez
“Switching from apartments to mobile homes for three to five years allows them to acquire a sellable asset, ultimately helping them move towards traditional real estate ownership, improving their financial stability.” - Franco Perez
Avoid the Costly Pitfalls! Making mistakes on your own can be a pricey lesson. Any error in the world of investments comes at a cost. But here's the good news: you don't have to bear the financial burden of your mistakes. Instead, learn from the experiences of others and keep your hard-earned money safe.
Today, we're joined by a special guest, Jay Tenenbaum, from Scottsdale Mortgage Investments. Get ready for an insightful conversation on diverse real estate investment strategies that generate passive income and create a positive social impact.
Tune in and discover the path to financial growth with purpose!
Jay Tenenbaum is the Partner and President of Loss Mitigation and Asset Disposition at Scottsdale Mortgage Investments. It is a nationwide mortgage loan investment hedge fund headquartered in Scottsdale, Arizona. Their Non-Performing Loan, (NPL) strategy was created to profit from opportunities in the defaulted residential 1st position mortgage market.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Law to Real Estate: The Journey of a Note Investor
05:30 - Mortgage Notes Unveiled: From Non-Performing to Compassionate Resolution
14:29 - Real Estate Investing Unveiled: Syndications, Blind Funds, and Capital Timeframes
21:19 - Wearing Many Hats: A Closer Look at My Role in Real Estate Investment
23:30 - Investing in Real Estate: A Vital Guide for Aspiring Investors!
26:14 - Closing Segment
Jay Tenenbaum
Website: scottsdalemortgageinvestments.com/
Linkedin: https://www.linkedin.com/in/jay-tenenbaum-notes/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Your investment career can start sometime, someplace, but it has to start somewhere." - Jay Tenenbaum
"Real Estate Investment is about your goals and time. If you have both, go solo. But consider partnering early on to learn from someone who's been there, just like I did." - Jay Tenenbaum
Step into the realm of investing, where the quest for profit marks only the initial stage of a far-reaching journey. Though financial gain is essential, it is just the prologue to a more profound narrative. Within this domain, we uncover the remarkable capacity to strengthen our financial positions and ignite positive transformations.
An essential conversation occurs amid the complex debates and misunderstandings surrounding investments and societal views. This dialogue defies stereotypes and champions a fundamental reality: making a difference isn't just a choice; it's a necessity.
Join us alongside our esteemed guest, Skye Logan, as we explore private capital's profound influence on our wealth and the broader world, conscious investing, prioritizing collective responsibility and positive change, and leaving divisive labels behind.
Skye Logan is the CEO of PhilanthroInvestors, a community of investors who invest money and time, engaging emotionally to promote human welfare while earning a financial return.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Ozark Boy to California Dreamer: A Life of Adventures and Giving Back
07:35 - Exploring the Roots of Philanthropy: How Upbringing Shapes Who We Become
16:20 - Ready, Fire, Aim: The Entrepreneur's Guide to Rapid Adaptation
17:19 - From Entrepreneurship to Holistic Healing: A Journey of Purpose
27:11 - The Philanthroinvestors' Diverse Portfolio: From Plastics Cleanup to Water Solutions
46:43 - Awakening Conscious Investing: Making a Positive Difference with Philanthroinvestors
50:36 - Closing Segment
Skye Logan
Website: https://philanthroinvestors.com/
Linkedin: https://www.linkedin.com/in/skyelogan/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Run towards achievement or lessons, because both lead to growth and excitement.” - Skye Logan
"Your upbringing shapes you, but your essence shines through. No matter what, you develop into who you naturally are." - Skye Logan
Step into the realm of investing, where the quest for profit marks only the initial stage of a far-reaching journey. Though financial gain is essential, it is just the prologue to a more profound narrative. Within this domain, we uncover the remarkable capacity to strengthen our financial positions and ignite positive transformations.
An essential conversation occurs amid the complex debates and misunderstandings surrounding investments and societal views. This dialogue defies stereotypes and champions a fundamental reality: making a difference isn't just a choice; it's a necessity.
Join us alongside our esteemed guest, Skye Logan, as we explore private capital's profound influence on our wealth and the broader world, conscious investing, prioritizing collective responsibility and positive change, and leaving divisive labels behind.
Skye Logan is the CEO of PhilanthroInvestors, a community of investors who invest money and time, engaging emotionally to promote human welfare while earning a financial return.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Ozark Boy to California Dreamer: A Life of Adventures and Giving Back
07:35 - Exploring the Roots of Philanthropy: How Upbringing Shapes Who We Become
16:20 - Ready, Fire, Aim: The Entrepreneur's Guide to Rapid Adaptation
17:19 - From Entrepreneurship to Holistic Healing: A Journey of Purpose
27:11 - The Philanthroinvestors' Diverse Portfolio: From Plastics Cleanup to Water Solutions
46:43 - Awakening Conscious Investing: Making a Positive Difference with Philanthroinvestors
50:36 - Closing Segment
Skye Logan
Website: https://philanthroinvestors.com/
Linkedin: https://www.linkedin.com/in/skyelogan/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Run towards achievement or lessons, because both lead to growth and excitement.” - Skye Logan
"Your upbringing shapes you, but your essence shines through. No matter what, you develop into who you naturally are." - Skye Logan
Have you ever heard of borrowing and paying interest on your own money? It may sound unconventional, but there's more to it than meets the eye. You're not just borrowing your funds but leveraging a plan that pays you interest in return. This unique approach may not always balance perfectly, but it can open doors to unexpected financial opportunities, especially in our retirement years. Our special guest, Tom Wall, explores this financial alchemy and uncovers how it can lead to economic empowerment and prosperity.
Now, you might wonder, "What does retirement mean?" It's a question many of us ponder as we consider our financial future and life beyond the daily grind. Tom is here to demystify this concept and shed light on the principles he teaches in his recently published book.
Join us on this transformative voyage as we unlock the keys to financial empowerment, redefine retirement on our terms, and master the art of securing a prosperous and fulfilling financial future.
Tom Wall, a speaker, author, and wealth strategist, has spent his 20-year career positioning whole life insurance and competing against his alternative. He published his first book, "Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.”
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - A Journey to Overcoming Financial Fear and Achieving Freedom
03:13 - Redefining Retirement: Pursuing Life on Your Terms
05:07 - Cracking the Retirement Code: From Accumulation to Spending Strategies
09:14 - Demystifying Annuities: Safeguarding Your Retirement Income
22:17 - Mastering Retirement: Taming Fear and Optimizing Your Financial Future
25:27 - The Power of Whole Life Insurance and Strategic Planning
28:12 - Connect with Tom
Tom Wall, Ph.D.
Website: https://www.tomwalltalks.com/
Linkedin: https://www.linkedin.com/in/tomwall/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"Policy loans allow you to get an unlimited amount back tax-free because it's a loan. It's very unique to insurance." - Tom Wall
"An annuity is the opposite of life insurance. You give a lump sum to an insurance company, and they'll pay you for as long as you live, turning your savings into a pension." - Tom Wall
Have you ever pondered the key to the success of billionaires and millionaires? Today, we're delving into a revealing topic: real estate wealth. 90% of these financial giants credit their prosperity to real estate. Their savvy investments and strategic portfolios harness the cash flow from real estate assets, leaving behind a legacy of enduring affluence.
During our discussion, we uncovered the fundamental strategies and insights that paved the way for their success. Like Lisa's transition to real estate, it's a tale of resilience and progress – embracing determination and inspiration to achieve objectives, no matter the obstacles.
Join us to witness how Lisa courageously navigated her real estate journey, acquired a new outlook on achieving financial success, mastered securing earnings amidst life's unpredictabilities, and unlocked the strategy of constructing assets that yield returns even while you sleep.
Lisa Copeland is a Global Real Estate Influencer and experienced mortgage industry professional with over 25 years of experience. She reinvented “The Art Of Real Estate”. She is the founder of The WOW Network for women real estate investors.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Entrepreneurial Grit: Lessons from My Fearless Dad and the Rise of Fiat
10:10 - Defying Fear: My Real Estate Journey with Tarek El Moussa
13:47 - Unveiling the Billionaire Blueprint: Real Estate Riches 101!
19:46 - WOW: Women of Worth, Women of Wealth
24:47 - Building Wealth While Paying Off Debt
28:08 - Leveraging Experts to Optimize Your Financial Strategy
29:50 - Building Wealth Amidst Changing Times
34:12 - Closing Segment
Lisa Copeland
Instagram: https://www.instagram.com/real_lisacopeland/
Linkedin: https://www.linkedin.com/in/lisaccopeland/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
“Just because something else fails doesn't mean your next thing will fail, but it's so easy to get into your head." - Lisa Copeland
”You look at every billionaire and every millionaire. They got rich in real estate. 90% of them built their wealth on real estate.” - Lisa Copeland
Are you ready to unlock the concealed secrets and profound links of the groundbreaking "Wealth Quadrant" concept?
This enlightening podcast episode delves into the foundations of wealth creation and transformative principles that mold your financial journey. We'll explore this revolutionary idea, revealing its hidden intricacies that lead to lasting prosperity.
Equally captivating is the concept of "staying in the pocket," a pivotal factor for unwavering determination and triumph. Learn about the strength of holding your ground, embracing errors, and the enduring impact of this principle. Connor Steinbrook unravels how perseverance and time lay the groundwork for enduring success, even if it requires years of dedication.
Tune in for illuminating insights that reshape your outlook and propel you toward accomplishment.
Connor Steinbrook is the Founder of the Wolfpack Organization, which became the Fastest Net Growth Revenue Share Organization Globally at eXp for May 2023!
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Casual Competitor to Online Poker Pro
08:06 - Navigating Identity Shifts and Financial Struggles
14:20 - Mastering the Entrepreneurial Mindset
24:17 - Cracking the Wealth Quadrant Code
31:08 - Thriving as an Entrepreneur with a Winning Team and Wolfpack Mindset
39:02 - Harnessing Real Estate Opportunities and Entrepreneurial Growth Across Professions
43:17 - Connect with Connor
Connor Steinbrook
Website: https://www.youtube.com/@ConnorSteinbrook/about
Instagram: https://www.instagram.com/connor_steinbrook/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
“Stay in the pocket” means stay in that driver’s seat. Do not change course. You show up to get better every day and learn from your mistakes. At some point, you will figure it out and be successful long-term, but it could take years. It could take over five years.” - Connor Steinbrook
“There are no solopreneurs. There are only entrepreneurs.”- Connor Steinbrook
[TRIGGER WARNING] Sensitive Topic
In today's challenging landscape, a severe condition is taking its toll on physicians, a phenomenon referred to as “going around.” The medical community is witnessing the departure of numerous talented professionals, driven away by an intolerable system or the tragic outcome of sucide. The alarming sucide rate within the physician community highlights the urgency of addressing this issue. Diana, with her unique approach blending coaching and spirituality, aims to guide us toward rediscovering our true purpose—a purpose beyond our medical degrees. As we delve into the importance of resilience and well-being, this conversation also touches upon the value of diversifying income streams. By expanding financial possibilities, we gain more flexibility within the system and increase our capacity for self-care.
Join us for an insightful discussion that offers wisdom and actionable strategies to navigate these complex challenges.
Diana Londoño, MD is a Board Certified Urologist, Certified Life Coach, Writer, Speaker, and Founder of Physician Coach Support, a group of volunteer physicians with a mission to increase awareness and help physicians live a more conscious life.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - A Surgeon's Joy in Balancing Medicine and Surgery
05:43 - Unveiling the Multifaceted Causes and Pathways to Recovery
16:31 - The Impact of Overwhelming Workload and Moral Dilemmas on Physician Well-Being
22:46 - From Coaching to Transformation
24:48 - Choosing to Thrive
29:06 - Rediscovering Life's Light
32:30 - Connect with Diana
Physician Coach Support
For Physicians: By Physicians
Website: https://physiciancoachsupport.com/
Linkedin: https://www.linkedin.com/in/dianalondonomd/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
“Your life matters most. Your loved ones, your community—they need you as a person, as a gift to this world. Beyond your physician title, you possess a multitude of gifts.” - Diana Londoño, MD
“There are seasons. And when there's winter, there will always be spring, and when the sun goes down, it always comes up. So know that there's hope. Know that these times are going to pass, and there's likely a learning lesson in the challenging times. We just have to have patience.” - Diana Londoño, MD
How can you achieve great results through the art of step-by-step prioritization?
The journey of life often captivates us with dreams, but their immense size can feel overwhelming. In a recent inspiring episode, Tracilea amazed us by changing her perspective in the face of life's uncertainties. Equally crucial, as Felecia pointed out, is recognizing that seeking help and connection is an innate aspect of humanity.
Join us for a transformative journey showcasing resilience, faith, and strength in unity and shared experiences.
Tracilea Young is a multifaceted entrepreneur, speaker, network marketer, and blogger who firmly advocates that setting and attaining goals is the essential pathway for progress in any field. Engage with her to explore how she can assist you in fostering the growth of your home-based business.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - From Midwife Training to Overcoming Challenges
09:38 - Revolutionizing Medical Cannabis
13:40 - Empowering Compassionate Care
22:15 - A Journey from Network Marketing to Innovative Clinics
25:36 - Navigating Challenges, Cultivating Hope
29:50 - Connect with Tracilea
Tracilea Young
Life begins at the end of your comfort zone.
Website: https://mylifesparkles.com/
Linkedin: https://www.linkedin.com/in/tracileasc/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
“Look at the step you stand on, have faith for the next, and move forward.” - Tracilea Young
“I needed to see what I wanted in my life, so I wrote everything down in great detail." - Tracilea Young
What If You Could Redefine Your Life? How Would Investing in Yourself Transform Your Journey?
Many of us encounter limiting beliefs that hinder us from living life to the fullest. But what if these roadblocks vanished, and you had the freedom to pursue your passions, make a positive impact, and experience life to the max? The key to unlocking this world of possibilities lies in continuous learning, self-investment, and embracing the power to create change. Throughout this journey of discovery, you'll realize that valuing your time and embracing enjoyment are the cornerstones of an extraordinary life.
In her solo episode, Felecia is thrilled to share her passion for real estate investing and empowering women, especially professionals, to take charge of their financial futures. To explain the idea, she created an acronym – LIVE – Learn, Invest, Value your time, and Enjoy your life. Tune in and discover how LIVE holds the potential to unlock financial independence, enrich your life, and grant you the freedom to pursue what truly matters to you.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She owns Money With Mission, an investment company that empowers professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - LIVE: Embrace the Key Elements of Success
02:34 - The Endless Journey of Knowledge and Growth
05:24 - Real Estate Investing as a Path to Empowerment
13:51 - Empowering Women through Social Impact Investing
21:55 - The Power of Passive Income
23:51 - Connect with Felecia
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"The more educated you become, the more confidence you will have to dip your toe into the thing you've been learning about." - Felecia Froe, MD
"The only way to learn is to seek to know. It is impossible to learn without an open mind. Minds that are not open cannot grow." - Felecia Froe, MD
What if women boldly broke free from chains of the past, embracing their greatness with unwavering confidence to conquer any challenge in their path?
In a world where women are awakening to their true potential, a sense of empowerment emerges. However, despite this awakening, there is still a lingering fear born from the hesitation caused by historical, behavioral, ancestral, and generational patterns. It is time to permit ourselves to step into our greatness, understanding that it goes beyond mere external achievements and is defined by the unwavering belief that no matter what happens, we will be okay. Brace yourself as Iyanla fearlessly walks us through this transformative journey.
Iyanla Vanzant is New York Times best-selling author and famed spiritual life coach. She hosts The R Spot with Iyanla, inviting callers to share their personal relationship issues during live sessions to help inspire, grow, and guide them and other listeners to “do the work” toward healing.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - A Journey of Healing and Self-Discovery
15:42 - Trusting Yourself to Step into Greatness
19:49 - Breaking Free from Inherited Money Stories
22:77 - Elevating Your Soul Frequency for Prosperity
32:14 - Empowering Women’s Worth and Reclaiming Financial Power
47:22 - Healing the Hidden Traumas of Women
50:13 - Embracing Fear, Redefining Relationships, and Transforming Lives with Iyanla Vanzant
The R Spot with Iyanla.
Subscribe and Listen Today!
Website: https://iyanla.com/r-spot/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"We need to step into our greatness. Greatness means that no matter what happens, I'm going to be okay."- Iyanla Vanzant
"When we raise our soul energy and frequency to where money is vibrating, it will just come to you."- Iyanla Vanzant
Imagine a retirement without age limits—a life where financial freedom dictates the transition.
In this episode, Brad and Felicia redefine retirement as achieving sufficient assets for one's desired lifestyle, regardless of age.
Brad M. Barrett, CFP® is a Managing Director and Partner at One Capital Management. He is the host of Make Your Money Matter, the show that aims to change the way we think about financial advice, so you can make better decisions
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Introduction
04:29 - From Bank Teller to Financial Planner
11:15 - The Power of Collaboration and Expertise
18:21 - Empowering Women's Financial Independence
25:25 - Retire Right: Navigating the Descent to Financial Freedom
31:16 - Mitigating Investment Risks
41:54 - Connect with Brad M. Barrett
Make Your Money Matter | with Brad Barrett
Website: https://www.youtube.com/channel/UCCU8tS_dfrcih-71sD-o5_g
Linkedin: https://makeyourmoneymatter.libsyn.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
"If you navigate investments and taxes, and maintain discipline, you will reach a destination—the specific number that grants you the ability to retire and embark on the next fulfilling season of your life." - Brad M. Barrett
"If you're going to diversify your portfolio, you want to diversify how you own them. So it's not always what you own, but how you own it." - Brad M. Barrett
What will it take to share your knowledge and empower others, even when you didn't feel fully knowledgeable yourself? How do you believe this mindset of helping others along the way contributes to your success?
Join us as we welcome Dwan Bent-Twyford, a remarkable individual from Bailey, Colorado. While not a physician, Dwan shares our vision of empowering women with financial independence, enabling them to make choices that serve their best interests. Her inspiring journey and incredible resilience will captivate and motivate you. Tune in for an exciting episode that will leave you inspired. Welcome to Money with Mission!
Dwan Bent-Twyford, America's Most Sought After Real Estate Investor, is the host of The Most Dwanderful Real Estate Podcast Ever which features nothing but fun, real estate investing education, occasional drinking, and rousing conversation!
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
The Most Dwanderful Real Estate Podcast Ever
Get Your Free Ebook!
Website: https://dwanderful.com
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
00:00 - When The End Became The Beginning
14:58 - High Stakes of Real Estate
19:30 - People First Before Profit
24:06 - Reviving Clinton, Iowa
38:08 - Empowering Others to Achieve Financial Success
40:37 - Real Estate Strategies: Short Sales and Wholesaling
44:46 - Connect with Dwan
QUOTES:
“Honestly, my biggest asset back then is I was naive. If I had known all the things I know now, I don't think I would have just stepped into that so easily because I could have found a million ways to talk myself out of it.” - Dwan Bent-Twyford
“It's about the people because they're all in foreclosure, and I just went through one, and it sucked. And so if I just help them, I'll make money too, because they were all like me. Like, Hey, what can we do to help? How do we make this happen? How do we get ourselves into a better situation?” - Dwan Bent-Twyford
How can we navigate the balance between acknowledging fear as a constant presence while still pushing ourselves to move forward without letting it hold us back?
In one of the most captivating episodes of Apartment Syndication Made Easy Podcast with Vinney "Smile" Chopra, Felecia Froe detailed the step-by-step process that she had been through in coming up with one of her best decisions in life. Watch and be amazed by the exchange of “golden nuggets” between these two fearless hosts.
Vinney "Smile" Chopra is the host of Apartment Syndication Made Easy Podcast, a show focused on educating investors on the benefits of real estate syndication and features interviews with experts in the field.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Introduction
05:17 - Start of Felecia’s Real Estate Journey
06:40 - Heeding the Call
12:21 - Private Syndication Rocks
13:34 - Food and Shelter Will Never be out of Style
16:28 - Maximizing the Value of Money
19:51 - Preparedness Cures Fear
24:40 - Closing Segment
Apartment Syndication Made Easy Podcast with Vinney "Smile" Chopra
https://open.spotify.com/show/052fsBAhxDHPhriNTjWiHw
https://podcasts.google.com/feed/aHR0cHM6Ly9zeW5kaWNhdGlvbm1hZGVlYXN5LmxpYnN5bi5jb20vcnNz
Free Book Download
A Collection Of Free Books On Multifamily Investing And Inspiring Lectures By Mr. Smiles
https://vinneychopra.com/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
QUOTES:
“So you have fear. You're scared. It tells you you're doing something new, something you've never done before. Just go forward. Go faster. I wouldn't let fear keep me back as much as I've let it keep me back.”- Felecia Froe. MD
“I think it's what we are doing every day, small baby steps to be able to overcome the fears, the gumptions, the attitude changes, and all those things.” - Vinney Chopra
Are you confident enough to talk about money?
Money, at its core, may seem like a straightforward subject, but when we dig deeper, we discover that it’s not just about numbers and transactions.
In this episode, Pegi and Felecia explore the intriguing relationship between emotions such as shame, guilt, fear, and other internal struggles, how they can impact our financial lives, the hidden dimensions of money, and its profound effects on our emotional well-being.
Pegi Burdick, The Financial Whisperer, is a certified financial coach helping women and men reduce their stress and shame about money.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - To Talk About Money or Not
03:36 - Have Control by Describing Feelings Accurately
06:22 - Pegi’s Inspiration in Writing About Emotions and Money
09:39 - Value Formation and Setting Boundaries to Prevent Inappropriate Responsibility
15:28 - The Hidden Connection Between Emotions and Money
22:09 - Significance of Entitlements and Self-Awareness
24:56 - Overcoming Money Fears
36:12 - Connect with Pegi
The Financial Whisperer
Take Control of Your Finances
Get my latest book - It’s NEVER About the Money…Even When It Is
Website: https://thefinancialwhisperer.com/
LinkeInd: https://www.linkedin.com/in/pegi-burdick-3a90618/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“If you don't know what it is, it will control you. If you do know what it is, there's an answer to the problem.” - Pegi Burdick
“Money is just a tool to express ourselves.” - Pegi Burdick
Limited by our expertise and knowledge, we become trapped in the confines of our comfort zone, unable to break free and reach our true potential. But what if there was a way to crack open the barriers that hold us back and unlock success in areas beyond what we can do?
In this episode of The Moonlight Real Estate Side Hustles and Syndications Show, Eric couldn’t agree more when Felecia shared her realizations about her mission-driven investment journey, how she tirelessly worked to become a real estate syndicator while balancing a demanding full-time urology practice.
“The Moonlight Real Estate Side Hustles and Syndications Show With Eric Lindsey” focuses on achieving financial security through real estate.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Introduction of the Inspiring Journey
02:23 - From Medicine to Real Estate Success
05:50 - Unintentional Asset Building
10:22 - Mission-Driven Investing
13:30 - Thrive Without Burning Out
22:00 - The Power of Association
23:00 - Balance Resources for Success
25:01 - Beyond Transactional Relationships
27:17 - Recap
The Moonlight Real Estate Side Hustles and Syndications Show With Eric Lindsey
Showing Busy Professionals and People How to Acquire Real Estate
Website: https://ericlindseyml.com/the-moonlight-real-estate-side-hustles-and-syndications-show/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“You do not do well when you learn real estate investing by yourself.” - Felecia Froe, MD
“It's not [about] what you can do for me. It's [about] how I can serve and see where you go.” - Felecia Froe, MD
Have you attended a Financial Literacy Class?
This feel-good episode shows the riffle effect of attending a Financial Literacy Class. Valuing not only money and time but the act of kindness that goes beyond investing. Listen up as Felecia and Jessica walk us through their memory lane on investments and friendships.
Jessica Chandler, DO graduated from the Lincoln Memorial University Debusk College of Osteopathic Medicine in 2011. She works in Stockton, CA, and 6 other locations and specializes in Obstetrics & Gynecology. Dr. Chandler is affiliated with Virginia Mason Medical Center.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Opening Segment
06:56 - Uses of Money
12:05 - Financial Literacy Education
14:40 - Time to Invest
21:22 - Living Within Your Means
22:58 - Taking Calculated Risks
25:20 - Freedom Through Financial Return
26:43 - Paying It Forward
34:40 - Retirement is the Freedom to make some choices
37:33 - Investing is not scary
39:02 - Closing Segment
My Doctor Online | Jessica Chandler
https://www.gospelpatrons.org/journal-authors/jessica_chandler
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
QUOTES:
“You’ve got to start investing. You can't wait until you pay off all of your debts, because investing is saving money.” - Jessica Chandler, DO
“I learned from Money with Mission that I can always make more money, but I can't create more time.” - Jessica Chandler, DO
In personal finance, there exists an undeniable truth: taxes stand as the single largest expense that individuals, particularly high-income earners, bear throughout their financial journey.
Learn how we can rise above the challenge to navigate the tax landscape intelligently in this fascinating episode. And, just like Felecia, be amazed how Shannon manages to not pay taxes legally.
Shannon Robnett is a Commercial Real Estate Developer and Investor with over 27 years of experience, a Digital Securities Investor, Pilot, and the host of Robnett‘s Real Estate Run Down Podcast.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00.00 - Opening Segment
03:54 - Continuously Learn to Minimize Expenses
04:13 - Leveraging Strategies for Tax Efficiency
06:07 - Maximizing Benefits through Qualified Tax Strategist
09:15 - Rewards of Strategic Investing
11:59 - Use Money or Leverage to Buy Back Time
23:40 - Minimize Tax Liability
25:31 - Efficiency Helps Us to Give Back More
27:05 - Figure Out Opportunity in Adversity
28:47 - Closing Segment
Robnett‘s Real Estate Run Down
https://podcasts.apple.com/us/podcast/robnett-s-real-estate-run-down/id1502410827
Get Free E-book: 5 Red Flags in Passive Real Estate Investing
https://smartlink.metricool.com/public/smartlink/shannonrobnett
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“I’ve paid no taxes. It’s not loopholes but simply a study.” - Shannon Robnett
“The tax-advantaged asset is the best asset.” - Shannon Robnett
What’s your goal of having a side hustle?
In this Wealth Matters Podcast episode, Alpesh dig deep into Felicia’s early days of real estate investing and wealth builders and made her reflect on what she is today.
Alpesh Parmar is the host of the real asset investing Podcast – “Wealth Matters”. Alpesh is also co-author of Amazon’s # 1 Bestselling book – Resilience: Turning Your Setback into a Comeback.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - The Early Days of On-the-side Investing
07:07 - Importance of Side Hustles
10:56 - Creating Side Hustle while Working Full Time
13:18 - Business Relationships and Partnerships
14:06 - Time Management
16:14 - Finding What Makes You Happy
18:37 - Side Hustles to Empower Women
21:30 - Consequence of Wrong Investment
23:46 - The Best Investment
25:05 - Dealing with Inflation/Upcoming Recession
27:39 - Advice to New Investors
28:50 - Giving Back
Invest and Grow Together.
Get a free copy of Amazon's best-selling book "Resilience - Turning Your Setback Into A Comeback"
Website: http://wealthmatrs.com/
Apple: https://podcasts.apple.com/us/podcast/wealth-matters-by-alpesh-parmar/id1444502636
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“Passive Income is important.” - Felecia Froe, MD
“Let money work for you while you have fun.” - Felecia Froe, MD
The financial journey starts with understanding your cash flow.
In this engaging episode, Dr. Felecia Froe exchanges valuable insights with Steven Huskey as they explore the role of a comprehensive financial planner and how they can help you optimize your cash flow, make empowered decisions, and plan for a secure future.
Steven Huskey, CExP is a Financial Advisor & Owner of Huskey Financial, a Consulting and Wealth-Management Firm that helps physicians and their families to create long-term financial strategies, and small business owners to grow, protect, and exit their business.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Introduction
01:33 - What is Financial Planner
02:40 - The Emotional Blueprint Conversation
02:56 - Money as a Tool for Life’s Goals
09:11 - Face of Retirement
11:11 - Five Steps of Financial Planning
14:17 - Four Principles of Investment Philosophy
22:26 - Retirement Planning: Creating Your Buckets
29:38 - Fee of a Financial Planner
Want to be Smarter with Your Money?
Join our mailing list and get news and info to support your financial goals.
Website: https://www.huskeyfinancial.com/
Linkedin: https://www.linkedin.com/in/huskeyfinancial
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“Don’t sell anything proprietary. Sell a process.” - Steven Huskey
“Understanding one’s cash flow is the ultimate value driver that a Financial Planner can offer.” - Steven Huskey
How you will leave a legacy lies in your philosophy in life.
Welcome everyone to this remarkable episode as Dr. Latifat Akintade and I talk about the guiding philosophy in pursuing wealth and financial prosperity.
Dr. Latifat is the host of MoneyFitMD Podcast where you will learn everything you need to win your money and life so that you can curate your own rich life and build your net worth from the inside out.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00.00 - A December to Remember Episode
08:12 - Make Money, Do Good
10:06 - Behind Every Challenge Is An Opportunity
11:56 - Preparation and Mindsetting
12:51 - Save Money and Loose It
13:47 - Working on the Community and Mindset
18:56 - Financial Independence
19:15 - Passive Income
23:10 - Philosophy: The Core and Guiding Light
31:44 - Feel Good and Have Money
Welcome to the MoneyFitMD Wealth Building Community The Money Coaching School for women Physicians
Website: https://www.moneyfitmd.com/msb
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“Financial Independence is having money coming in whether you work or not.” - Felecia Froe, MD
“Philosophy is everything.” - Felecia Froe, MD
Reaching the 100th Episode is a milestone.
All ears, as Felecia talks about the burning desire of making a difference - empowering women, and gathering the best minds for the continuity of the community that she started three years ago.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Pilot Episode
01:21 - Do Good and Do Well
01:40 - Watch out for More
02:03 - Portfolio Diversification
02:54 - Leverage to Reduce Error
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“No woman has to stay in any situation that does not serve her.” - Felecia Froe, M.D.
“Recognize the value of expertise and leverage.” - Felecia Froe, M.D.
Authority, responsibility, and accountability. These are the elements needed to delegate to empower someone. However, as business owners or principal investors, we should be on top of our finances.
In this talk, Felecia Froe and Gary Wilson discuss delegation, control, and many other things about investing on your own. Listen as Gary invites us to “come to the water on our own terms”.
Gary Wilson is an award-winning real estate coach and 5-time author. His “The Massive Passive Cashflow Podcast” guides professionals to financial prosperity through smart investing strategies.
00:00 - Start of Something New
02:29 - Learn How To Fish
14:47 - Importance of Building a Team
17:27 - Borrow Only What You Need
21:54 - Master The Skills Of Being The Business Owner
27:44 - Delegate Responsibility, Not Control
30:44 - Assets vs Liabilities
36:48 - Be a Licensed Realtor
Learn How Real Investors Invest
Website: https://podcasts.apple.com/us/podcast/massive-passive-cash-flow-podcast
Free Books from https://RealEstatewithGaryWilson.com
Book: “Global Investor Agent” from https://www.amazon.com › Global-Investor-Agent-Th…
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“Delegate responsibilities, but not control.” - Gary Wilson
“Only leverage debt to acquire income-producing assets.” - Gary Wilson
In one of the episodes of Tony Reid’s The Art of Customer Service Podcast, they talk about Money with Mission with Dr. Felecia Froe. This interesting interview made Felecia recount her challenging journey in real estate.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
As a real estate syndicator, Felecia has partnered with like-minded investors and has raised money for several social impact projects, including a residential assisted living home in Kansas City, Missouri focusing on providing elderly residents experiencing memory problems with personalized care. With her partners at the Eco Alliance Group, she is providing healthy food to food desert areas with indoor vertical farms and grocery stores.
00:00 - Emergence of Dr. Felicia Froe’s “Social Impact Projects”
02:54 - Different Skill Set for a Different Project
04:44 - Social Impact Real Estate Investing
07:24 - Multiple Strings Of Income
12:56 - Education and Mentorship
14:29 - Give To The World What You Can
17:44 - Dealing With The Dream Stealers
20:54 - Money With Mission Investment Club
22:37 - Connect with Felecia Froe, MD
Follow the The Art Of Customer Service Podcast:
Podcast: https://theartofcustomerservicepodcast.buzzsprout.com/share
Youtube: https://www.youtube.com/@tonyreedco
Website: https://tonyreed.co/
Be the Boss of Your Own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Free Download: 7 Steps To Building Resilient Wealth For Women
Website: https://moneywithmission.com/
Linkedin: https://www.linkedin.com/in/moneywithmission/
Quotes:
“You can invest in things that are going to make you money and have that positive social impact.” - Felecia Froe, MD
“Don't be the smartest person in the room.” - Felecia Froe, MD
Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps and media engagements around the globe.
Having transacted over a quarter of a billion dollars’ worth of real estate, Agostino emphasizes on results that drive business outcomes. He inspires his audience with simple strategies to make big shifts in their leadership, business, and community. He pushes them to make success a priority. He ensures that they move beyond their comfort zone known as the ‘middle class,’ to achieve true financial freedom and to live to their full potential.
He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers and capital raisers, all of which can be found on Apple Music, YouTube and Facebook.
Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.
1:15 - How Agostino got into real estate
6:00 - Is job security a real thing?
7:45 - Why Agostino started real estate
10:30 - How Agostino bought his first house
13:00 - Syndications
15:30 - Net Leases and Blind Pools
18:00 - Types of properties Agostino invests in
20:30 - Adaptive reuse
24:30 - You can’t pour from an empty cup
25:30 - Impact with investing
29:00 - Connecting with Agostino
31:00 - No way to win on Wall Street
Connect with Agostino: https://agostinopintus.com/
In this ICYMI episode on The Purpose of Money with Acquania Escarne, you will learn:
How I realized my interest in real estate after becoming a physician. What convinced me to stay in real estate after the 2008 market crash The impact you can make in the community with your investments. Tips to keep in mind before investing. Ways physicians can get smart about their money. My vision is to invest in cities like Tulsa, Oklahoma
And so much more! Grab my free report 7 Steps to Creating Resilient Wealth
Ashley Waycoff is the founder of Pretty Penny which was started in 2018 with the goal of creating financial freedom for herself while empowering other women to do the same. Ashley graduated from the University of Oklahoma with a degree in accounting and went straight to work for a CPA firm where she was blessed with a wealth of opportunity and responsibility. After about 5 years, she transitioned to working for a family-owned start-up.
Ashley is an expert in small business accounting, a Quickbooks guru, and obsessed with helping women make better financial decisions in their business. She grew up in a family of entrepreneurs.
She has been empowering small businesses owners for over 10 years.
1:15 - Pretty Penny’s history
3:00 - Thinking of yourself as a business
5:00 - Ashley’s entrepreneur mindset
6:00 - The difference between a Bookkeeper and an Accountant
7:30 - Accurate financial data
8:30 - What do you want your money to do for you?
9:00 - Tracking your investment
11:15 - Avoidance
12:00 - Being your own advocate
13:15 - Romanticizing your finances
15:45 - Empowering women with their finances
16:45 - Investing without a “business”
19:00 - How Bookkeepers and Accountants work together
21:30 - Trust and transparency
23:30 - Cost vs investment in bookkeeping
26:30 - Clarity and accuracy
29:15 - Connecting with Ashley
ppllcaccounting.com
Instagram: @prettypennyaccounting
Grab her outsourcing toolkit! https://prettypenny.kartra.com/page/outsourcingtoolkit
With more than 30 years of experience in business management, he is a renowned executive with a vast knowledge in the field of business. His multifaceted career began in Spain at the age of 17 were he started a business of leather goods and other successful businesses. Back in Colombia he continued his ventures creating another 5 companies. In 1995 he traveled to the USA invited by a multinational, and became an administrative consultant to become CEO of a multinational company with operations in several countries. He entered the real estate business world of entrepreneurship with the purchase, fix and sale of houses; and created his flipping company. Then gave life to a consulting company to help various companies to organize and expand their products. His greatest passion is helping others, and this has been his driving force, that is why in 2017 he was asked to join Equity & Help as the Vice President of International Expansion, and due to his merits later became the CFO and today is the CEO/CFO. As one of the founders of the company, and 3 times awarded the Inc 500 for 3 years in-a-row, he has helped more than 600 families achieve the American dream of home ownership, just like he did. Today he is also a Philanthroinvestor who personally helps more families fulfill their American Dream.
00:46 - How Jaime found Philanthroinvestors
2:15 - Jaime’s Colombian roots
3:30 - Jaime’s dream of being a Doctor
5:00 - Equity and Help
6:00 - 50% of Americans will never own their own home
11:00 - How Equity and Help buys homes
14:30 - Who are the families and how Jamie finds them
20:00 - Thinking of yourself as the Bank
22:30 - Who benefits?
24:15 - How it works (by the numbers)
28:00 - How Equity and Help and Philanthroinvestors make money
29:00 - Helping more than 600 families
33:00 - Before and After photos
35:00 - Becoming a Philanthroinvestor
Connect with Jaime:
LinkedIn: https://www.linkedin.com/in/jaime-gomez-59b6521a2
Facebook: https://www.facebook.com/equityandhelp
Instagram: https://www.instagram.com/equityandhelp/
Youtube: https://www.youtube.com/channel/UCNS9Yk78jRSYeXABIH5FGTg
Website: https://equityandhelp.com/about/
Rose Vitale, the managing member of DRA, is an investor and serial entrepreneur who has been helping female entrepreneurs secure capital. She is committed to helping female business owners secure funding for their businesses. Last year, she personally launched “FundHer World,” a massive campaign donating personal money to empower women both locally, nationally and, in some cases, internationally. Vitale is a pioneer with one goal: support and empower women. Her mission is to change female entrepreneurs’ lives with all her efforts this year. That is her vision and she is doing it!
3:30 - Pivoting in business
6:00 - Fostering women in business
9:15 - Trusting your instincts
10:00 - What is a Family Office
12:00 - Importance of having a team
14:00 - Learning curves
15:30 - Connecting with others
17:00 - Vertical Harvest Farms
18:00 - Women and minority-led investing
19:45 - Future of DRA
22:15 - Partnering with Rose
24:45 - Rose’s motivation for success
26:30 - Felecia’s motivation for success
27:30 - Investing in women
33:00 - What does success mean to you?
35:00 - Connecting with Rose
38:00 - FundHer World
www.womeninbusinesspodcast.com
www.femaleinvestormagazine.com
rose@womeninbusinesspodcast.com.
https://www.facebook.com/womenbusinesspodcast/
https://www.facebook.com/FemaleAngelInvestor/
Social tag: @womenbusinesspodcast
https://www.linkedin.com/in/rose-w-vitale/
David is currently the Co-Founder, Chairman and CMO of Precision Health Technology Holdings. PHTH is a health technology and product platform on a mission to reimagine healthcare in the United States extending democratized and affordable access to cutting edge preventive screening protocols, AI, leading health products, and proactive health lifestyle environments on a national scale. David has a double degree in psychology and marketing from The University of Miami and serves as a director on several company and non-profit boards, including a directorship on the S.J. & Jesse E. Quinney Foundation.
1:15 - David’s road to co-founding FHIOS Health
6:00 - Vision of FHIOS Health
10:45 - Why a consumer would use FHIOS Health
14:00 - Two ways to interact with your health
18:10 - FHIOS Health affordability
22:00 - Oasis Fund
26:30 - Is it helpful to Physicians?
27:30 - How FHIOS Health partners with Physicians
31:00 - Referrals, insurance, and conflicts of interest
36:30 - Patient information protection
41:45 - Investing in FHIOS Health
47:15 - Connecting with FHIOS Health
www.fhioshealth.com/
Darren is the Co-Founder and President of the AgroNosotros Group of companies in Panama and Belize.
Born and raised in Dublin, Ireland, Darren moved offshore at 19, and has lived offshore in dozens of countries around the world, adapting to different cultures and languages over the last two decades.
Darren has been instrumental to the growth of AgroNosotros over the last 6 years through offering outside investors the opportunity to participate alongside the company as passive investors in turn-key managed specialty coffee and cacao farms in Panama and Belize. With $15M+ raised, and over 600+ farm parcels sold to 400+ clients, Darren oversees all owner and investor relations, from maintaining healthy relationships with existing clients, to raising capital and forging client relationships with new investors/owners.
From their Panama City office, Darren is also actively involved in developing the channels to market and distribute their specialty coffee and fine flavor chocolate wholesale and retail products to high-end customers nationally in Panama and Belize, as well as internationally in Europe, Asia, the US and CARICOM.
2:45 - Darren’s life in Ireland
4:00 - How Darren started investing
5:00 - AgroNosotros history and business model
7:00 - Investing in farms
10:00 - Providing for and including the coffee farm workers
12:30 - What intrigued Darren to do the work
14:45 - Benefitting the families of the coffee farm workers
17:10 - Darren’s business partners
18:20 - Where Darren does business
21:00 - Private and group tours of the farms
22:00 - Protecting the environment
26:00 - Investing in Darren’s farms
28:20 - Darren’s current investors
31:30 - Long-term investing
36:45 - Connecting with Darren
https://www.youtube.com/@agronosotros6738
https://pa.linkedin.com/in/darren-doyle-8539b1a2
INVESTOR TOUR
Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com
Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help everyone to quit their job and never have a job again. He also helps his students build successful real estate investing businesses all over the country.
Through his work at MasterPassiveIncome.com, Dustin has become one of the leading real estate rental property experts.
Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again.
In 2015, Dustin wrote his first book, “How to Quit Your Job with Rental Properties” which quickly became a bestseller. From there, he began his new business helping others to invest in rental properties to quit their job.
Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country.
3:15 - What got Dustin started
7:00 - Getting fired from the most secure job
9:30 - Becoming independent instead of dependent
12:15 - First time buying property
13:00 - Passive income
15:00 - Entrepreneurship Degree
17:30 - Assets vs liabilities in property management
19:00 - What Dustin teaches his students
22:20 - When you should buy a property
24:25 - How do you do it?
26:20 - Why you shouldn’t buy a property without knowing anything
27:15 - Horror stories
33:30 - It’s a business
36:00 - Connecting with Dustin
36:25 - Dustin’s free course
https://www.linkedin.com/in/dustinheiner
https://www.instagram.com/thedustinheiner/?hl=en
https://www.youtube.com/channel/UCjrx-C13QH7Llwg3jSSdJNQ
https://www.facebook.com/MasterPassiveInc/
https://masterpassiveincome.com/freecourse
Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com
Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help everyone to quit their job and never have a job again. He also helps his students build successful real estate investing businesses all over the country.
Through his work at MasterPassiveIncome.com, Dustin has become one of the leading real estate rental property experts.
Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again.
In 2015, Dustin wrote his first book, “How to Quit Your Job with Rental Properties” which quickly became a bestseller. From there, he began his new business helping others to invest in rental properties to quit their job.
Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country.
3:15 - What got Dustin started
7:00 - Getting fired from the most secure job
9:30 - Becoming independent instead of dependent
12:15 - First time buying property
13:00 - Passive income
15:00 - Entrepreneurship Degree
17:30 - Assets vs liabilities in property management
19:00 - What Dustin teaches his students
22:20 - When you should buy a property
24:25 - How do you do it?
26:20 - Why you shouldn’t buy a property without knowing anything
27:15 - Horror stories
33:30 - It’s a business
36:00 - Connecting with Dustin
36:25 - Dustin’s free course
https://www.linkedin.com/in/dustinheiner
https://www.instagram.com/thedustinheiner/?hl=en
https://www.youtube.com/channel/UCjrx-C13QH7Llwg3jSSdJNQ
https://www.facebook.com/MasterPassiveInc/
https://masterpassiveincome.com/freecourse
Courtney is general partner at EMPR Investment Group, Bitcoin Mining Womxn, Invest on Main and Co-host of the Vodcast Ladies Kickin Assets. She proudly served five years in the United States Navy, in the Persian Gulf, supporting Operation Iraqi Freedom. After the Navy, Courtney learned about real estate as a realtor in West Texas for ten years. She was very successful and was working non-stop. That’s when she realized it's not about just earning money, but rather about affording the lifestyle you want, and the lifestyle Courtney had didn’t allow her to spend any time with her husband and kids. She then realized it's not about just earning money. It became about affording the lifestyle she wanted, and the lifestyle Courtney had didn’t allow her to spend any time with her husband and kids. She decided to begin investing: investing to accumulate the wealth she needed to live the life she wanted.
Courtney is heavily involved in the cryptocurrency space from mining bitcoin to traditional investing to developing a real estate tokenization platform. She invests in ownership of petroleum and carbon capture with more than 60 wells throughout Texas. She also invests in traditional real estate. She is passionate about delivering quality financial education.
Courtney believes wealth is not about accumulating money and assets. It’s about accumulating the means to live the life you want, and never settling for less. She believes in using what she’s learned to help others grow.
Courtney’s main goal is to help you achieve financial freedom through syndications with superior returns and amazing tax benefits.
3:15 - Courtney’s life before passive income
6:10 - Courtney’s control problem
8:00 - Learning about Syndication
9:45 - Making money but not having time
10:45 - Inheriting a business
11:30 - Asking for help
13:00 - Building a network to be able to scale
14:30 - Courtney’s path to having control of her finances
18:30 - What is Blockchain?
2330 - Bitcoin vs tokens
26:00 - Centralized vs decentralized Exchanges
27:00 - FTT tokens
29:20 - Crypto mining
33:30 - $90,000 a month in electric bills!?
36:30 - Tax benefits
40:15 - Depreciation and passive income
44:30 - Money With Mission Investment Club
46:30 - Courtney’s favorite book
47:00 - Courtney’s Tokenization platform
tokenization@moneywithmission.com
50:00 - Connecting with Courtney
Courtneymoeller.com
Adam Carroll has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth-building capacity. With an unwavering commitment to helping people make the most of the money they make while limiting risk, reducing tax liabilities, and increasing liquidity, Adam Carroll has spent 15 years helping people do more with the money they make. He is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. He is the host of the Build A Bigger Life podcast, the curator of MasteryOfMoney.com and the founder of The Shred Method™
2:30 - The need for talking about money started with a fight between Adam’s parents
4:30 - How Adam and his wife talk about money
9:10 - Student loan debt
11:15 - Disconnect between loan and repayment amounts
12:00 - Repayment methods
14:00 - The Shrink Method
16:00 - 4 things your income should do
17:30 - How banks make money off you
22:30 - 6-12 months of finances in the bank
23:30 - Do you need access to your money or do you need it available?
25:00 - Lines of credit
27:00 - How The Shred Method works
30:00 - Saving in Residency
34:00 - Invest for passive income
35:30 - Owning your income
38:00 - Connect with Adam
40:45 - Adam’s challenge for you
Robin Binkley is the Co-Founder of Real Equity Investment Partners, is a Professional Real Estate Investor with a desire to make positive change in the world for women. She aspires to assist women in learning about Financial Education and Money Management in the United States and abroad. She is motivated, inspired, and loves sharing her vision with others. It is her greatest desire for women and others to gain financial independence and freedom. Robin shares three beautiful adult children with her husband Brett; she is a Family Woman, Businesswoman, Entrepreneur, and Syndicator. Robin’s mission is to help you dream bigger than you thought possible and to help you develop a strategy to make it a reality.
1:30 - Becoming inspired to help women
3:30 - Women investors
5:30 - Robin’s start in Real Estate Investing
8:15 - From uninterested to interested
9:30 - Robin’s blessing in disguise
12:00 - Knowing the deal and the person you’re investing with
13:00 - OPM “Other People’s Money”
14:15 - Robin’s untraditional first investment
16:45 - Goal setting
19:30 - Single-family home management
20:30 - Helping women manage their money
22:00 - Ladies Kickin’ Assets
22:45 - Finishing what you start
24:00 - The importance of action and taking steps
27:00 - Relationship building
29:45 - Bitcoin mining fund
31:30 - Portfolio diversification
33:00 - Connecting with Robin
Website
Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class. Her track record in investment sales, landlord representation, corporate representation, and tenant representation offers clients trusted experience with comprehensive strategies with pricing, market fluctuations, and problem-solving solutions that result in successful close transactions.
Aligning the real estate investment requirements of property owners and physician investors together with the corporate goals of the healthcare companies that occupy medical facilities has made Trisha a leader in the healthcare real estate brokerage community. Her performance and production achievements are recognized annually.
Trisha lives in Scottsdale, Arizona with her wonderfully patient husband and two gracious children that support her drive to make an impact in helping clinicians share their gift to heal others.
1:55 - Trisha’s Real Estate education
3:55 - Family history in Real Estate
4:45 - Connecting with Physicians about Real Estate options
7:00 - Hiring professionals
9:45 - Doc Properties
15:00 - Getting maximum value
18:30 - Current marketplace
19:30 - Who Trish works with
20:45 - Consulting services
21:15 - Investing in medically occupied buildings
25:00 - Connecting with Trisha
Trish's Website
Trish's LinkedIn
Trish's Email: ttalbot@docproperties.com
Sophia Olivas is an International Speaker, Best-Selling Author, Philanthropist, and Conscious Capital Entrepreneur. She is the founder of Ever Smart City, an initiative that collaborates technology to create affordable housing and sustainable living.EverSmart City’s mixed-use development will feature eco-friendly “smart homes” and welcome 200 small businesses to the Phoenix metro area. Sophia Olivas is a technology innovator, visionary, and passionate leader. Before the age of 25, she was investing in real estate, owned a tech company, raised $30 million in 28 days, and launched an online banking project for a Top 5 financial institution. She is the first woman to own a crypto hedge fund, and currently works on Smart Technology and Green Energy projects.
2:00 - Apple declining women for credit cards
3:00 - Choosing homelessness and hunger
4:30 - Tech in the early ’90s
5:30 - Women’s impact on the world
7:55 - Making choices at 14
10:40 - Blockchain
13:15 - Crypto and digital currency
14:40 - Accessing Blockchain
15:30 - NFTs
20:15 - Blockchain hacking
22:45 - Metaverse
26:00 - Technology in Medicine
28:30 - Abundance of cryptocurrencies
29:45 - Ever Smart City
36:30 - Connecting with Sophia
37:00 - Giving the power back to humanity
Social media
Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated multifamily deals totaling 422 units. She has also been an equity partner for multifamily investments totaling over 400 units.
Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. Her depth of knowledge in business analytics and strategic implementations that drive growth has made her successful in acquiring and operating multifamily properties.
Sonya is an Adjunct Instructor for the NYU School of Professional Studies and serves as Treasurer of the Council of Urban Real Estate. She is also an active member of her local merchant association. Sonya holds a Master of Business Administration from Baruch College, Zicklin School of Business, and a Bachelor of Science in Accounting from Rutgers University. She is also a graduate of Project REAP (Real Estate Associate Program). Sonya is a Certified Public Accountant and Licensed Real Estate Agent in the State of New York.
2:15 - Why Sonya loves New York
5:45 - Sonya’s career as an Accountant
8:40 - Taking the leap to a new career
13:00 - What brought Sonya to real estate
16:00 - Multi-family properties
18:30 - How do you make it work vs Does this work
19:30 - Learning how investing works
20:15 - Limited partners vs general partners
21:00 - Operating properties and not managing
22:00 - Bedrock Real Estate Investors
27:15 - Where Sonya chooses to invest
33:00 - Why diversifying is important
34:00 - Sonya’s social impact
36:40 - Connecting with Sonya
Company:
Bedrock Reinvestors
Dr Rene Stokes is board-certified in both Child/Adolescent Psychiatry and Adult Psychiatry and is passionate about decreasing stigma for mental health treatment and improving access to mental health treatment by supporting primary care settings, schools, and other settings that support children and adults everywhere. Additionally, Dr Stokes maintains a small clinical psychiatric practice where she places emphasis on alleviating psychiatric symptoms with a root-cause approach. Dr Stokes is also very interested in using investing as a tool to create a more balanced lifestyle.
1:15 - financial literacy
3:30 - 3:1 goal
9:00 - conviction vs stock price
12:45 - bitcoin
15:30 - leaving 50 hour work weeks
16:30 - season of NO
18:30 - control of time
23:30 - dollar cost averaging
26:00 - real estate investing
30:30 - Mocha Medicine
36:00 - connecting with Rene
Mocha Medicine Financial Freedom Seekers
www.childpsychoncall.com
Angel is a Co-Founder of The Academy Presents and a Managing Partner of Lorren Capital, LLC with her husband Jason. Through their investing and syndications they bring their investors passive income with their buy-and-hold strategy with multifamily residences. They have been in the Dallas/Ft Worth and Waco markets for over 20 years. Another key to the company’s strategy is the simple fact that Lorren Capital LLC maintains apartments that people want to live in. This “good-neighbor” approach attracts investors who believe that long-term profits are more secure when they are derived from satisfied customers.
2:00 - History of Lorren Capital, LLC
4:15 - From single family investing to multi-family investing with a mentor
6:30 - Mentors and coaches for passive investors
9:30 - Angel’s first property
10:00 - Buy and Hold model
10:30 - Infinite Returns
12:15 - Fear of rent increases
15:00 - Making a profit and philanthropy
18:45 - The Academy Presents
19:45 - Helping teachers
23:30 - $100,000 philanthropy goal
26:40 - Connecting with Angel
Social Handles:
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Angel's Linkedin: https://www.linkedin.com/in/angel-williams-re/
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Her Facebook Community: https://www.facebook.com/groups/REIRocksCommunity/
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TAP Website: www.theacademypresents.com
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Lorren Capital website: www.lorrencapital.com
Thomas Lopez-Pierre is the President/CEO of Black Lives Matter Real Estate Forum, LLC, an advisory firm that “Builds Wealth and Create Jobs” for Black people by raising capital from Black professionals and then deploying that capital with Black real estate developers in Black communities across America.
3:00 - Being born a heroin addict
4:45 - The 3 types of jobs in America
6:00 - How and why Thomas started saving money when he was 14
10:30 - Building generational wealth
11:45 - Syndicating money
12:30 - Working on Wall Street
13:30 - Helping minority professionals manage their money
17:30 - Investing in Black real estate investors
20:15 - Investing in “fix and flips”
25:30 - Connecting with Thomas
https://blmref.com/
Twitter: @blmrealestate
Riggs Eckelberry is the founder and CEO of the innovative water technology company, OriginClear. Just prior to founding the company, in 2008, he helped drive security software company CyberDefender to an IPO on the NASDAQ as its President and Chief Operating Officer. Beginning in 2014, he and his team developed a series of transformative businesses which OriginClear manages in its role as the Clean Water Innovation Hub™.
The growing issues surrounding public and private water supply make it obvious that we can no longer rely on government and multinational corporations to take care of our water needs. OriginClear’s mission is to serve the ever-growing consumer audience with a series of revolutionary offerings to bring about clean, abundant water everywhere.
Being the son of an international businessman, Eckelberry learned management in the nonprofit space and as a commercial ship captain and officer. He enjoys skiing and sailing and enabling the water industry to respond to the fast-changing conditions of our time.
3:15 - The drive to fix water
6:45 - 50% of the world having water scarcity by 2050
9:25 - Infrastructure problems
14:45 - How to find the contaminants in your water
15:45 - Do store bought water filters work?
18:30 - Working with developers and businesses to provide clean water
19:15 - Water on demand
23:00 - Water as a service
24:45 - Investing in water as a service
30:00 - Connecting with Riggs
Jeromie Tucker is the Founder and CEO of Transcendent Realty Investments (TRI), LLC. TRI is a real estate investment company that invests in all aspects of real estate and focuses on strategically buying and selling real estate and creating impact in the communities that it serves. He is a real estate/business investor, consultant, motivational speaker, and coach. He is known and recognized for his innovative, dynamic, and entrepreneurial ability to solve real estate and business challenges. Tucker has been featured in several magazines such as The Top 100 Magazine, CIO Bulletin, and Beyond Exclamation Magazine.
His passion and purpose are helping others recognize and capitalize on their strengths in real estate and assisting them to fulfill their goals.
Tucker owns two other companies, Transcendent Rental Properties (TRP), LLC, and Transcendent Capital (TC), LLC. His Rental Properties, LLC focuses primarily on investing in multi-units, and his Capital, LLC is a partnership that helps businesses gain access to funding, insurance, and business/real estate consulting. As part of his commitment to the Tulsa community, Tucker works with Birthright Living Legacy, a non-profit that supports and celebrates fathers.
1:45 - When and how Jeromie found long term wealth with Real Estate
4:00 - How Jeromie knew Real Estate investing worked to build wealth
5:40 - Jeromie’s thoughts on house flipping
8:00 - The importance of having a partner
13:15 - Real Estate Development
15:45 - Affordable Housing investing
21:00 - Jeromie’s other nonprofit adventures
24:45 - Connecting with Jeromie
25:30 - How to get a free e-book
Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, and individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.
Prior to joining Legacy group, Josh worked as vice president of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. he most recently managed a book of business owners in Miami Beach, Josh is originally from New Jersey where he studied economics at Rutgers University, and received Serise 7 license in 2017. he is known for his passion for building deep relationships with his clients and for consistently acting in their best interests.
1:40 - Working, playing, and visiting in Florida
2:40 - Josh’s work in Colombia with Legacy Group
4:45 - Josh’s WHY
7:40 - Commodities
8:30 - Environmental impact
11:45 - Acquiring land
14:30 - Adding value to the land
15:30 - Improving the lives of the workers
17:30 - What does investing in Green Coffee Company get you?
21:15 - Benefits of investing
22:15 - Growth investment
25:10 - How it’s different
27:30 - Connecting with Josh and Legacy Group
Social Handles:
https://www.instagram.com/legacygroupinvestments/
https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
Website: https://legacy-group.co/
Dr. Johanna B. Moore is a triple board-certified physician, respected medical director of multiple laboratories, and mother of twins, who found herself overwhelmed instead of fulfilled by the life that she worked so hard to achieve. She realized that success wasn't what she thought it would be, so she set on a journey to find a life that was truly fulfilled.
Now, Johanna lives her own true version of success, defined by fulfillment in what she chooses to do now and a deep passion for her vision of the future. Her transformation is so life-changing that she is driven to build her success strategy company, She is Money. Through She is Money and its membership, the So Money Society, she teaches and coaches the success strategy that continues to change her life to high achieving women, so that they can truly thrive instead of feeling chained to their achievements.
The So Money Society is the place where intelligent, ambitious women ditch distraction, disappointment, and overwhelm to create their own versions of success, in and out of work.The purpose is to guide you to advance in your career and personal life with joy and tenacity alongside a group of amazing women just like you, who want to grow and change the world.
2:00 - What does “she is money” have to do with Johanna’s daughter?
4:30 - Being born with endless possibilities
5:30 - Johanna’s stressful journey to becoming a Physician
8:15 - Feeling like a failure after being admitted to Harvard
10:45 - Where did Johanna’s passion come from?
13:15 - Are Doctors supposed to suffer?
15:15 - Deciding their is more than Medicine
18:00 - Misconceptions and Expectations
23:25 - Is Johanna’s daughter named “Money”?
26:15 - Becoming A Coach
27:10 - She Is Money
29:00 - Believing you have no other choice
35:15 - Support on a new venture
37:00 - Managing your mind
39:30 - The importance of influence
40:50 - Defining success for yourself
42:15 - Connecting with Johanna
If the Society sounds like just the thing you need to create your own version of success, Johanna’s saving you a seat! Sign up at: www.sheismoney.com
www.instagram.com/she.is.money
Dr Latifat is a practicing Gastroenterologist and founder of The Money Coaching school for badass women physicians. She combines her knowledge of personal finance and skills as a certified life coach to help women have money. Her goal is that every woman will learn money and have the financial freedom to live life & practice medicine on their own terms.
1:00 - Turning Latifat’s hobby into a business
4:00 - Staying simple, non-judgemental, and reproducible
4:30 - How and why Latifat didn’t have to worry about money during the pandemic
6:30 - Being intentional with money vs having money just to have money
9:30 - Going from where you are to where you want to be
12:00 - Being OK with not knowing “what’s next”
14:00 - Using money as a gift and as a power of choice
15:50 - Finding value through experiences
17:50 - Active investing
19:30 - 13 doors in 2 states
22:30 - Money school for women physicians
23:30 - The relationship with yourself, your money, and the combination
24:15 - Women elevating other women
25:00 - Connecting with Latifat
How to have money left at the end of the money. https://www.moneyfitmd.com/cashflow
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Social Handles:
https://www.instagram.com/moneyfitmd
Website:
www.moneyfitmd.com
Originally from Harlingen, Texas, Dr. Roderick Capelo received his Bachelor of Arts in Biology at The University of Texas at Austin, then attended medical school at UT Southwestern Medical School in Dallas. He completed his Orthopedic Surgery internship and residency at John Peter Smith/Fort Worth Affiliated Hospitals in 2004. During his first 2 years of residency, he was unsure what aspect of orthopedic surgery was right for him. His first rotation outside of John Peter Smith Hospital was in Pediatric Orthopedics at Cook Children’s Medical Center in Fort Worth, and he immediately found his calling. Within his first week on that rotation, Dr. Capelo knew that caring for children was his passion. Upon dedicating himself to treating children, he underwent specialized training in Pediatric Orthopedic Surgery. He completed his fellowship training in Pediatric Orthopedics at Rady Children’s Hospital in San Diego. Dr. Capelo co-founded Pediatric Sports and Spine Associates in 2006. He has lived in the DFW Metroplex for over 20 years. He and his wife, Renee, have 2 daughters and a son. He enjoys spending time with his family, reading and listening to books on personal development, traveling, cooking, jogging, and working out. He and his family have lived in Colleyville since 2013. Dr. Capelo is Board Certified in Pediatric Orthopedic Surgery and is a Diplomat of the American Academy of Orthopedic Surgeons.
2:50 - Roderick’s childhood dream of being an Orthopedic Surgeon
3:30 - How a patient at Dallas Children’s Hospital changed Roderick
4:50 - Out of control and wanting to quit
6:45 - Finding Real Estate investing
8:20 - Importance of Mentors and Masterminds
13:50 - Roderick’s first deal in 2017
15:40 - The importance of asking for help
16:45 - Deals gone bad
19:00 - Becoming a General Partner
21:20 - Advice for working with investors
24:15 - Never put “only” and $100,000 in the same sentence
27:45 - Passive income and options
29:00 - Planning for financial freedom
32:30 - Multi-family investments
35:30 - Finding the time
38:15 - Connecting with Roderick
With 20+ years experience as a Real Estate investor and property manager, Terrie is CEO & founder of MyRoom Gestion, a property management and Real Estate consulting group based in Montreal, Canada. She is the leading authority on applying mindfulness principles to Real Estate investing, and has written the #1 bestselling book on the topic, Mindful Landlord.
Co-host of two wealth and real estate podcasts (The Mindful Wealth Podcast & The Real Estate Investor's Club Podcast), her clients include business owners, executives and professionals who want to hedge the rat race, and gain financial freedom through Real Estate. Her passion is to help fellow investors act for both profit and peace of mind.
Her key areas of expertise are Real Estate with a focus on holistic wealth, financial freedom, female excellence in investing and beyond. She has given keynote addresses at Canadian Real Estate conferences on these topics.
Terrie holds a PhD (SFU) and Masters degree from Oxford University. She is two-time world champion in Brazilian Jiu Jitsu. Her best selling book, Mindful Landlord, is currently available on Amazon.
2:00 - Terrie on dealing with panic attacks
3:20 - Developing a mindfulness practice
5:40 - Kickboxing, mindfulness, philosophy, negative thoughts….and real estate?
8:00 - 10 years of college “just to be a landlord?”
10:00 - Mindful Landlord
10:30 - Commercial
12:10 - Terrie’s definition of mindfulness
13:40 - What’s inside Terrie’s book, Mindful Landlord
16:45 - The social footprints of your decisions
21:35 - Mindful Landlord Action Plan
21:50 - Connecting with Terrie
Book landing page - www.mindfullandlord.com
Company Website - www.terrieschauer.com
Mindful Wealth Podcast page - www.mindfulwealthpodcast.com
Dr. Nicole Bramwell opened CFI Weight Loss Home of HealthyCurves in 2013, after becoming frustrated with the limited time to counsel patients and families on proper nutrition & maintaining a healthy weight. She felt follow up with patients every few months was inadequate & ineffective in making a true difference in her patients’ health & wellbeing.
Dr. Bramwell, also affectionately known as Dr. B, has been married for almost 22 years & is mother to an amazing daughter currently in college. Dr. Bramwell graduated from Howard University School of Medicine in Washington, DC. She earned an MBA from Webster University during her year as Chief Resident & Junior Faculty at Arnold Palmer Hospital in Orlando Florida.
Dr. Nicole Bramwell brings her compassionate and uplifting approach and the integration of plant based supplements to optimize and balance total body system functions.
2:30 - What led Dr. Bramwell to Medicine
4:30 - Dr. Bramwell’s entrepreneurial dreams
5:50 - Dr. Bramwell’s hospital work history
7:45 - The Business of Medicine
9:30 - Dr. Bramwell’s decision on leaving Medicine
11:30 - Network Marketing
15:45 - Dr. Bramwell’s Healthy Curves program
17:15 - Dr. Bramwell’s problem with Dr. Oz
18:45 - The negative side of Dr. Bramwell’s position
20:10 - Professional violations
20:45- Taking care of yourself
21:45 - The year of NO
25:10 - commercial
27:45 - Dr. Bramwell’s current mission
31:00 - Network Marketing skills
33:10 - Dr. Bramwell’s Real Estate income
39:45 - Giveaway! Email tava@moneywithmission.com
40:30 - Ways to connect with Dr. Bramwell
Nancy is a physician, eye surgeon, entrepreneur and impact real estate investor. As an ophthalmologist, she has made a real difference in thousands of lives by solving people’s most pressing eye problems and performing sight-saving eye surgeries. She helps people to see better so they can regain their identity, dignity, and vision for the future.
Nancy started investing in real estate to create passive income, hoping to regain control of her time and stop trading time for money. She currently owns and operates a real estate investment portfolio in the Atlanta area.
She founded Clear Vision Investing to not only grow her own portfolio, but also to help others realize the power of real estate. She is passionate about helping others, especially physicians, gain financial literacy and achieve financial security through real estate investing. She believes that financially-intelligent physicians can change medicine and the world for the better.As an impact investor, Nancy believes that real estate investing can deliver attractive financial returns while also making a positive social impact. Part of the profits from her company is donated to giving the gift of sight to someone in need and to cure preventable blindness globally.
Nancy is a graduate of Yale University and Harvard Medical School. She currently lives in Atlanta, Georgia with her husband and two young daughters.
2:30 - Transition from ophthalmology to Real Estate investing
6:45 - Lack of time freedom
7:45 - Nancy’s love of the book, Rich Dad Poor Dad
10:00 - Lessons learned from Nancy’s first Real Estate investment
13:45 - The tax benefits of passive income
14:25 - Syndication, Sponsors, and Passive Investors - what are they and what are they for?
18:00 - Was Nancy scared during her first investment? YES.
19:00 - How Nancy learned to trust Sponsors
20:50 - Three things Nancy looks for in a Sponsor
29:20 - What you can do with your money right now
30:30 - Nancy’s positive impact on the world
35:45 - Nancy’s work with Give Sight Global
41:40 - Ways to connect with Nancy
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Ivan has been an entrepreneur since he was seven years old, selling candy to his friends in Argentina. As he grew older, he continued his business efforts, and in 2014, not speaking a word of English, he brought his passion for helping to America. His intention to help led him to the discovery of a unique approach to stabilize families in their own homes; this is when Philanthroinvesting, now spanning the globe in 16 countries, was born. Ivan’s zeal to “Philanthroinvest'' drove his 2014 creation of Equity & Help®, a turn-key social-impact real estate investing program resulting in the Inc. 500 for two years: in 2019 at #128 in the nation, rising to #83 in 2020; and in 2020 ranking #3 in Florida, with a 3-year growth of 3,920%.
He and his team met those achievements while turning exceptional profits for their Real Estate Philanthroinvestors. Ivan is intent on doing good by doing well like he has proven can be done in real estate for 10 other industries in need of improvement. Driven by the need for pivotal action towards saving Earth’s water, Ivan Anz joined OriginClear’s Board of Advisors to attract high net worth attention to the company’s exceptional technology and vision, and to help clear the way to NASDAQ listing.
1:30 - How Ivan became an entrepreneur
2:20 - Ivan’s family history of philanthropy
3:45 - History of PhilanthroInvestors
5:15 - Launching Equity and Help, Inc.
6:15 - Connecting investors with humanitarian causes
7:20 - What God told Ivan while he was showering in 2019
12:00 - Connecting financial investors
13:15 - Why water is the new gold
16:20 - The world’s water problem
18:45 - Water as an asset
26:45 - Preventing ocean pollution
30:00 - Food accessibility
33:00 - The myth of passive income
41:20 - Ivan’s book, Housing PhilanthroInvesting
43:00 - How to win a copy of Housing PhilanthroInvesting
Mr. Milewski has spent his career in various aspects of the mining industry, including as a company director, advisor, founder and investor. In particular, he has been active in the battery metals industry including investing in cobalt and actively trading physical cobalt. In 2016, one of the industry’s leading publications, “The Mining Journal,” named him as a Future Mining Leader. In 2017, Anthony accepted an invitation from the London Metals Exchange to join the LME Cobalt Committee which includes representatives from the largest mining and commodities companies globally to represent the interests of the industry to the board of directors the LME. Mr. Milewski has managed numerous mining investments at various stages of development, including exploration, development, production and turnaround situations, and across a broad range of commodities. With the June 2018 close of Nickel 28’s A$10 million equity investment in Highlands Pacific for resulting ownership of 13%, Mr. Milewski was appointed to the Board of Directors of Highlands Pacific. He has also served as a director of both public and private companies and has been seconded as interim CEO on multiple occasions. Mr. Milewski was a member of the investment team at Pala Investments Limited. Prior to joining Pala Investments, he worked at Firebird Management LLC. Mr. Milewski previously worked at Renaissance Capital and Skadden, Arps, Slate, Meagher & Flom LLP in Moscow, where he focused on advisory and transactional work in metals & mining and oil & gas sectors. He has lived and worked in Africa and Russia, including a year as a Fulbright scholar, and has spent considerable time in Central Asia. Mr. Milewski holds a B.A. in Russian history from Brigham Young University, an M.A. in Russian and Central Asian Studies from the University of Washington, and a J.D. from the University of Washington. He holds an LLM from the Russian Academy of Sciences.
2:20 - Anthony’s focus on energy transition and decarbonization
3:20 - Human’s carbon footprints
5:48 - Global warming and pollution
6:35 - Carbon credits - what are they and how do you get them?
11:30 - Carbon credits and Wall Street
14:25 - Carbon credit money markets
23:10 - Doing more with less while making the world a better place
25:10 - Carbon credits and farming
27:00 - Vertical farming
28:00 - Connecting with Anthony
Laura Oldanie is a green living and wealth coach, who blogs at RichandResilientLiving.com, where she explores money and lifestyle choices for a regenerative future. Her goal is to help people achieve financial freedom and live their best lives in socially and environmentally conscious ways that equally value people, planet, and profit. She received her Permaculture Design Certificate in 2009 and has been exploring how to earn, spend, invest, and manage her money to bring about the change she wants to see in the world ever since. Laura's work has been featured in Forbes, CNBC, and Good Housekeeping.
Connect with Laura:
Instagram and TikTok: Rich_Resilient
Time Stamps:
1:30 - How Laura discovered green living
3:25 - What is Permaculture and why it’s important
5:20 - Investing in a socially conscience way
6:25: The permaculture flower
7:20 - The Designer’s Manual
8:30 - Coaching with Laura
10:00 - Climate resilient wealth
11:10 - The 8 types of capital
15:50 - Commercial
17:00 - Environmental Social Governance and Social Investing
20:45 - Investing in what you align with
24:15 - Being resilient
29:40 - American Homeowner Preservation
31:15 - regen@moneywithmission.com
JB Owen is a fearless female leader and a believer in the power of empowerment. JB’s true focus is on helping others, which is why she started Ignite Publishing, the leader in empowerment publishing, in 2018. She is a world-class speaker, 18-time bestselling author, and powerful business owner who is committed to raising the vibration of the planet and igniting a billion lives through Ignite. She is motivated by the opportunity to assist individuals in breaking through their limiting beliefs to experience their own ‘ignite moment’ which changes their perspective and positively alters the course of their life.
She has published over 700 authors, turning them into international best-sellers in over 13 countries, with Ignite Publishing’s books reaching #1 in 197 categories. Her gift is to Ignite people to share their stories and build their brands. She also owns Ignite Moments Media, JBO Global, and Lotus Liners. She combines purpose, passion, and possibilities in everything she does. Exemplifying a new paradigm of what’s possible, JB motivates and inspires her clients to impact others and IGNITE humanity.
Time Stamps:
2:20 - Spending $27,000 for a garage full of books
4:20 - Having it all but feeling like you have nothing
5:40 - Who she wrote her first book for
7:15 - Building a business to support others and not yourself
8:50 - Currency of success between females and males
11:50 - Staying authentic to yourself
13:20 - How JB is igniting humanity
16:45 - Connecting through the human experience
18:00 - Commercial
19:10 - JB’s work with over 700 authors
20:30 - The year of the Legacy
22:00 - Ignite Possibilities School of Hope
23:32 - Ways to connect with JB
24:40 - Free affirmations from JB
25:10 - Free virtual mentorship program
Investor and Patent Attorney who assists investors in obtaining above-market returns through targeted acquisitions of apartment buildings projected to earn double digit annualized returns over a 5 yr hold; 10 years’ experience in the acquisition, rehab, and operation of 2100+ single and multi-family rental units in Texas, Arkansas, and Memphis TN; $200M+ in real estate assets under control and/or ownership. 15+ years’ legal/management experience in major law firms.
Time Stamps:
2:00 - Growing up in Arkansas
3:15 - Jade’s 10 year adventure to get multiple Law Degrees
8:00 - Jade’s journey into Real Estate
11:20 - Overcoming negative tenant experiences
13:45 - Investing in larger properties
14:20 - Why Jade wanted to scale faster
18:00 - Jade on being a Landlord
20:00 - Jade’s first multi-family property
21:40 - How money can work FOR you
22:25 - Jade walks you through a B Class investment deal
25:30 - Using teams to decide where to invest
26:20 - Investing in real estate vs 401(k)
30:20 - Control as an investor
33:25 - How Jade decides what to invest in
34:15 - Rent control
37:45 - Planning for the unexpected
40:30 - Investing for community improvement
43:00 - Jade’s hope for his daughters
Gil Baumgarten is a 36-year veteran of the investment industry. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron’s and was named one of the Top-20 Exchange Traded Funds Thought Leaders in America. Gil launched his first book this year, FOOLISH: How Investors Get Worked Up and Worked Over by the System, which hit #1 Best Seller status on Amazon.
Connect with Gil:
Segment Website: https://segmentwm.com/
Segment Facebook: @SegmentWealthManagement https://www.facebook.com/SegmentWealthManagement
Gil Baumgarten LinkedIn: https://www.linkedin.com/in/gil-baumgarten/
Time Stamps:
3:05 - Difference between fiduciary and financial planner
5:20 - What is a 12b-1?
9:45 - The difference between “suitable” and “best for” when it comes to Advisors
13:50 - Obligations of 401(k) providers
18:15 - Standards of care
20:00 - Cost vs Investment
21:05 - Commercial Break
22:10 - Gil’s book, FOOLISH: How Investors Get Worked Up and Worked Over by the System
25:00 - Quantifying returns
28:45 - How to win a free copy of FOOLISH
29:55 - How to contact Gil
31:20 - Gil’s philanthropy
Nicole Gauthier is the Founder of Wicked Holdings, a real estate investment
company focused on social change and community empowerment. She’s a multifamily real estate investor currently invested in 174 doors, a mommy of 2, and a woman dedicated to helping educate others on the concept of generational wealth and financial
literacy skills. She provides opportunities for passive investors to diversify their assets into multifamily investments so that they too can live a life of abundance and financial independence. She has also set out on a mission to help single moms in abusive and/or adverse situations leave those environments. Although she’s in the early stages of growing her portfolio, she plans to use real estate as a tool to ensure safe, clean, and more stable environments for these families and the ability for them to grow and seek new opportunities. Throughout her journey, she is sharing real estate knowledge and helping to teach financial literacy skills to improve the lives of others.
1:30- How Nicole got into multi-family investing
5:00 - Why Nicole walked away from work after getting her Degree
6:00 - Nicole on why she chooses to work
7:30 - Nicole on being a Mother of 2
8:10 - How Real Estate became part of Nicole’s life
10:30 - Why Nicole named her company Wicked Holdings
11:40 - How one family in a home without heat started it all for Nicole
15:00 - The types of Real Estate investors you want to work with
17:05 - Multi-Family investments
18:30 - Nicole’s dream of creating a facility for single mothers
19:30 - Build-to-rent opportunities
22:30 - Benefits of choice
23:15 - Being Brilliant
24:45 - Connecting with Nicole
25:10 - Access to a free guide on passive investing
Download Free: Your Guide to Passive Investing
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You.****
Connect with Nicole!
LinkedIn: https://bit.ly/3s8xktf
Instagram: https://bit.ly/322EaFN
Website: www.wicked-holdings.com
Business Facebook: https://bit.ly/3s8xpx3
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
With more than 30 years' experience in distressed-asset management and borrower advocacy, Jorge Newbery founded preREO with the goal of bringing stability to neighborhoods challenged by the blight of vacant homes. He empowers investors to revitalize their communities while creating financial gains for themselves. Throughout his career, Newbery has utilized optimism and resiliency to discover opportunity in adversity, founding numerous enterprises including preREO, the nation's leading online marketplace focused exclusively on the sale of distressed mortgages from institutions to retail investors, and American Homeowner Preservation, the country’s first crowdfunded distressed-mortgage investment platform. His book “Burn Zones,” offers lessons learned through his challenges and successes as an entrepreneur.
What we're talking about and when:
- 1:40 How Jorge ended up with $26 million in debt
- 4:35 Why Jorge formed a nonprofit to help families not lose their homes
- 6:48 Why Jorge turned his nonprofit into a for profit business.
- 10:49 Jorge’s simple approach to working with homeowners to settle debt.
- 13:30 Becoming his own mortgage servicer.
- 15:20 What is AHP Title?
- 18:10 AHP Title’s focus on VA mortgages.
- 20:40 Modifying loans vs not modifying loans.
- 23:12 Jorge’s thoughts on the American economy collapse.
- 25:25 When Jorge thinks the economy will improve.
- 30:02 Single vs multi-family housing investing.
- 33:08 The history of Jorge (pronounce George).
- 36:00 How you can connect with Jorge
- info@ahpservicing.com
- jnewbery@ahpservicing.com
- Twitter: @preREO_
- https://www.facebook.com/1preREO/
- https://www.linkedin.com/company/prereo
Do you know how to use the power of your money with Impact Investing? That's an incredible opportunity for you to have both profit and purpose. In this conversation, Dr. Recha Bergstrom, a radiologist and founder of The Physician Philanthropist, shares how she has worked extensively with other doctors to develop effective giving strategies that provide personal community and global impact. She discloses how physicians can donate effectively and invest responsibly and touches on why being intentional and thoughtful with where you put your money can make a difference and maximize your positive impact on the world. Listen and enjoy!
Key Highlights:
[00:02 - 07:47] Opening Segment
• What The Physician Philanthropist does
• How Dr. Recha helps physicians be the change they want to see in the world and feel empowered
[07:48 - 15:09] Different Ways to Do Philanthropy
• How to invest your money thoughtfully to make a difference
• Making the world more the kind of place you want to see is one of the best returns
• Dr. Recha shares what she looked at in the first organizations that she donated
[15:10 - 22:17] How to Make The Most Impact with Your Money
• What a Giving Circle is and how it helps women and children all over the world
• Focus on what contributions will accomplish and be able to see a long-term impact.
• How a fund has been set up to make donating to charity easy for anyone
[22:18 - 30:01] Make a Difference in the World
• How people can invest in an impactful way
• Why impact investments can be hard to find and come by
[30:02 - 35:07] Closing Segment
• Why companies can benefit from social and environmental responsibility, and how this has become more important
• Always follow up with companies to make sure they're meeting your expectations
Want to connect with Dr. Recha? Follow her on LinkedIn, Instagram, and Facebook. Head to The Physician Philanthropist, and find out why your money is a powerful tool!
Join Dr. Recha Bergstrom in making a difference with Impact Investing for Doctors https://www.thephysicianphilanthropist.com/impact-investing
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Key Quotes:
"What I want to do is make it easy for people to donate and know that they're making the best impact or the most impact that they can with their money." - Dr. Recha Bergstrom
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Are you already familiar with Socially Responsible Investment principles? Kimberly Griego-Kiel believes that everyone has the power to make choices that have a positive impact on society, and helps people invest in mutual funds that align with their values. In this conversation, she discusses the different ways in which impact investing can be measured and how it is not always an issue with performance. She also discloses that there is a growing trend of sustainable impact investors and clarifies that impact investments are not only financially beneficial but also socially and environmentally responsible. Let's start where financial values and goals meet!
Kimberly is an Accredited Investment Fiduciary™ (AIF) who is committed to helping investors achieve financial success while simultaneously pursuing positive environmental, a social, and economic change consistent with their values. She brings a socially engaged, people-oriented perspective to her work in the investment world.
Kim launched her career in finance in 1998, working in the Santa Fe office of First Affirmative Financial Network, where she was mentored by strong leaders in the SRI field. In 2007, she founded Horizons Sustainable Financial Services. Now a leader in SRI herself, Kim mentors co-workers and employees who are equally committed to the values and goals of SRI.
Key Highlights:
[00:01 - 08:51] Opening Segment
• How Kimberly helps investors pursue positive environmental social and economic change consistent with their values
- Horizons Sustainable Financial Services
• An overview of impact investing
• Check out Deep Impact Investing
[08:52 - 17:01] 401k Investors Can Make a Difference
• Women and people of color are disproportionately affected by environmental issues
- water quality, food deserts, and pesticide exposure
• How we can focus on the impact of our food and reduce the environmental impact
• 401k investors have a choice to invest in sustainable options, which can help reduce environmental impact
[17:02 - 24:55] Impact Investing: Is There a Simple Way to Do It?
• Is impact investing a good idea?
• Places where people can find information about impact investing
- The social policy questionnaire that asks clients to fill out their values
• How advisors can help someone with a 401k to understand their options and choose a fund that aligns with their values
[24:56 - 32:41] Sustainable Impact Investing Becomes Mainstream
• Kimberly introduces her upcoming ebook
- An overview of how the sustainable impact investing world works
• How Horizons work with clients to create diversified impact portfolios
• Why clients are increasingly interested in ESG and impact investing
[32:42 - 40:12] Make a Choice in What To Invest In
• Kimberly explains why Tesla is not working for some people
• Don't take what you don't want
• What Global Sojourns Giving Circle does
[40:13 - 40:00] Closing Segment
• The importance of positively impacting others through deep impact investing.
Want to connect with Kimberly? Vitis Horizons, and invest like you give a damn!
Key Quotes:
"We want to give people the power and empower us to make choices that are going to have a positive impact." - Felecia Froe
"Employees have to push their employers to add sustainable options to their 401k plan." - Kimberly Griego-Kiel
"When I present a troubling issue, I also provide a positive potential outcome or something we can do." - Kimberly Griego-Kiel
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Can you believe it's been two years since we started this amazing journey with the Money with Mission Podcast? In this special episode, I want to thank you all for your support and I want to share some personal experiences that have helped me grow on this incredible path. I've learned to appreciate life more and I look forward to the next few years as I continue to make a positive impact in the world. Listen and enjoy!
Key Highlights:
[00:01 - 03:07] Happy Birthday!
• Let's celebrate two years of this incredible podcast
• How we were able to build the first full-service grocery store in Tulsa
• Why we decided to sell the business
[03:08 - 06:49] Making an Impact and Increasing Happiness
• My journey working with a program for diabetic people
• How living with my mother helped me grow in ways I couldn't imagine
• How much I love rollercoasters
Key Quotes:
"I truly believe that each and every one of you is doing so much to make a difference in the world. I hope that these guests have inspired you to invest in what is important to you and to know that you can invest for positive social impact and receive a financial return." - Felecia Froe
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Do you believe it's possible to secure your freedom and launch a legacy through the power of real estate investing? Black Swan Real Estate is a business that inspires others to drop their superhero cape and collaborate to make a real difference in the world. They believe that by making a difference in the lives of others, they can create a legacy of positive social impact. In this week's episode, the Co-Owner and Fund Manager, Nick Stageberg discloses why they focus on revitalizing communities and helping as many people as possible achieve financial freedom and the process they follow to find valuable properties and match them with incredible residents. Pay close attention to Nick's outlook on why helping people thrive in a growth mindset for wealth creation and full life makes a difference.
Nick with his wife, Dr. Elaine Stageberg, own and manage Black Swan Real Estate, a real estate investment and property management company based in Rochester, MN. In the last 10 years, Nick and Elaine built an impressive portfolio of 600 doors and over $130 million in assets under management. Their mission is to revitalize their community and help as many people as possible find financial freedom. Together, Nick and Elaine are putting our ding in the universe - one property and one relationship at a time.
Key Highlights:
[00:01 - 11:11] Opening Segment
• Nick introduces Black Swan Real Estate
• How Nick and Elaine revitalize their community and help as many people as possible achieve financial freedom.
• Nick shares how he transitioned from technology to real estate and how it was a blast to live with roommates and then children.
[11:12 - 21:40] Black Swan Real Estate: Changing The World
• How the culture of excellence brought to technology and medicine has been applied to the real estate business
• What happens when property management companies prioritize the needs of their investors or property over those of their residents
• Homeownership is not necessarily a bad thing as it can help increase the value of a property
• Nick explains how Black Swan Real Estate has built a large portfolio of single-family homes over the past few years
[21:41 - 29:42] How to Benefit From The Tax Advantages of Investing in Real Estate
• The tax benefits of investing in real estate, and how these benefits can be translated to individuals regardless of their income or wealth
• Passive income from real estate investments is taxed at a much lower rate than active income, and this tax advantage can be significant
• Why it is key to give residents a chance to voice their opinions before anything changes.
[29:43 - 37:46] Investing to Change Lives
• How the management company for a community of low-income residents changes over time
• How the management company tries to serve the residents in the best way possible
• Nick discloses how they buy and renovate apartments, creating more opportunities for residents to stay in their homes
[37:47 - 41:16] Closing Segment
• There are many ways to use your money to make a difference in the world
Do you want to learn more about Black Swan Real Estate? Join the Community on Facebook for access to exclusive content (https://www.facebook.com/groups/singlefamilyatscale)
Sign up for the Black Swan Real Estate newsletter, and join Nick & Elaine for their next Community Power Hour: a live, interactive, online meeting each month to share their latest real estate insights (https://blackswan.mykajabi.com/connect)
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Key Quotes:
"People try to resist that change, and you just can't do that. The only thing that is consistent in life has changed." - Nick Stageberg
"We need to be making the world a better place to live in the most tangible sense of the word." - Nick Stageberg
"We have the privilege to serve people where they live and to literally make the world a better place to live." - Nick Stageberg
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Buying a home can be a difficult process, especially for those with poor credit, no credit, and a limited amount to invest. However, there are incredible people out there that ensure everyone has different alternatives to owning the house of their dreams. In this episode, Brian O'Neill, the CEO, and Founder of BKW Property Solutions shares his journey in providing flexible real estate solutions for buyers and sellers in the Greater Chicagoland area and beyond. He believes in giving back to the community and believes that helping his clients realize their dreams is one way he can do that. Let's dig into the alternative ways to buy and sell a house!
Key Highlights:
[00:02 - 06:06] Opening Segment
Brian O'Neill introduces BKW Property Solutions
How to provide flexible solutions for both buyers and sellers
There are many ways people can sell a house
[06:07 - 19:09] Have A Strong Why Behind Your Business
How creative financing will help people who can't or don't want to sell their house in the traditional market
Brians shares an experience where a buyer could buy a property without having to pay any upfront costs
The resources and education that BKW provides to help self-employed
How BKW is looking to improve neighborhoods by purchasing houses and making them better
[19:10 - 25:32] How Investors Can Help You Serve Your Neighborhood's Mission
How Brian wants to help improve neighborhoods while keeping the people that live there affordable
Brian is willing to work with sellers and buyers to make sure that everyone is successful
Connect with Brian on social at @bkwpropertysolution.com or email brian@bkwpropertysolutions.com. Make sure to visit www.bkwpropertysolutions.com, flexible real estate solutions for buyers and sellers!
For a copy of Brian’s HandBook for Homeowners email: property@moneywithmission.com
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Key Quotes:
"We want to make sure [people's] down payment funds are available, whether it's some now and some over the course of the term that they're in the house so that we put them in the best position to win." - Brian O'Neill
"It's important to have a strong why behind your business." - Brian O'Neill
"Selling of your house is a, is a big financial commitment, but it's emotional too." - Brian O'Neill
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Would you like to move to another country and start investing and making an impact? In today’s episode, we have an incredible guest, David Kafka, the founder, and director of Caribbean Capital Group LLC. David Kafka oversees acquisitions, investment strategies, and business development. Prior to living and investing in Belize, David was the founder and manager of Supergreen Inc., a successful landscaping company based in Charleston, South Carolina. In addition, he spent nearly 12 years serving his community as a Firefighter/Engineer for the Mount Pleasant, SC Fire Department.
David has resided in Belize for over 10 years with his family and is the Broker/Owner for RE/MAX 1st Choice real estate offices in Placencia and Hopkins. Along with his team, David shares his expertise in coastal, mountain, tropical jungle, riverfront, and agricultural properties as one of the top real estate brokerages in Belize serving the Placencia, Hopkins, Punta Gorda, Corozal, and Belmopan areas. As a volunteer for Believe in Belize, David supports Belizeans through education, health, and community development by partnering with other organizations to deliver high-impact projects and services. To continue with his passion for animals and volunteerism, David has served as a board member and chairman of the Placencia Humane Society (PHS) for over five years.
Listen and enjoy!
Key Highlights:
[00:01 - 06:50] Opening Segment
David shares his experience living in Belize
The reason why David decided to move to Belize
[06:51 - 16:11] Building Your Wealth Through Real Estate
How David could own a RE/MAX franchise in Placencia
What David does in Belize to make an impact
How to help people invest in their own country
[16:12 - 23:35] Closing Segment
Connect with David through LinkedIn, and Facebook. Head to caribbeancapitalgroup.com, and invest in the fastest-growing destination in the Caribbean. Read more about how David provided safety and protection to his community here: https://bit.ly/3jVaYqB
To learn more or to join the Coastal Living Tour email belize@moneywithmission.com.
Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Tweetable Quotes:
“I want to do stuff that kind of makes an impact and, and help more people faster." - David Kafka
Have you ever heard about Carbon Capture Technology? What if I tell you that investing in those projects could be one way to help the environment and reduce your tax burden. In this week’s episode, Dr. Eric N. Shelly and I get into the weeds on carbon capture. We talk about the environmental impact of this technology and how investing in this technology is beneficial to your bottom line with tax savings as well as cash flow. Eric talks about different ways that this technology impacts us and our environment through carbon capture and sequestration which decreases greenhouse gas and enhanced oil recovery decreasing the number of oil wells that need to be drilled. Our government wants private investors to provide these services and provides significant tax benefits against W-2 income.
Dr. Eric is an entrepreneur and investor. After earning a BA in Physics at Franklin & Marshall College and a DMD from the University of Pennsylvania, Eric established and grew a thriving multi-doctor, a multi-office dental business that has prospered for three decades. Eric sold his dental business and now focuses on sharing his skills, connections, knowledge, and opportunities with successful professionals. He and his team build and manage diversified strategic portfolios and projects targeting high yields, tax advantages, and equity growth and preservation. Currently, Eric and his team are focusing on the clean energy technology space, where they have acquired over $50 million in assets over the past 2 years.
Listen and enjoy!
Key Highlights:
[00:02 - 07:42] Opening Statement
Eric shares his background and work experience
When Eric decided to start looking at real estate and decide that you were ready to get rid of the dentistry
Real estate has been a critical component of the financing of Eric's practice
[07:42 - 19:44] Investing in Buildings Along with Practice Finance
Why Eric ended up investing in carbon capture technology
Eric shares capital gains and taxes when selling his properties
How new technology for cleaning up gas works
[19:45 - 29:43] Doing Carbon Dioxide Removal
The economic benefits of carbon capture and storage (CCS)
Freedom Energy funds essentially raise money to buy equipment in various packages
How Eric’s project takes advantage of the oil drilling deduction
[19:45 - 36:58] The Economic and Environmental Benefits
How to offset taxes with investments in projects that improve the carbon dioxide (CO2) in the atmosphere
The risks and rewards associated with investing in a fund that uses leverage
The reason why tax advice should be sought before making any investment decisions
[36:59 - 38:15] Closing Segment
Connect with Eric through LinkedIn, and Facebook. Make sure to check out Freedom Impact Consulting, a company that provides entrepreneurial investors and busy professionals with passive income strategies and tax mitigation tools to take control of their family’s financial future.
To receive your FREE Report: Top Benefits of Investing in Carbon Capture Technology: https://bit.ly/3s35jDE or email carbon@moneywithmission.com.
Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Tweetable Quotes:
“Before storage technology, the gas with the CO2 would come out of the ground. They would have to take all of that product to someplace to have it cleaned up so that then the gas could be used for what the gas was going to be used for." - Eric Shelly
“By capturing and storing CO2, we're able to reduce our reliance on fossil fuels while maintaining a healthy environment. This is an important technology because we need to reduce our reliance on fossil fuels in a way that doesn't have a negative impact on the environment.” - Eric Shelly
Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control. In this week’s episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it, letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the government decide what’s important.
Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country.
Listen and enjoy!
[00:01 - 07:46] Opening Segment
How David went from being a business owner to being a real estate investor
Why a tax problem changed David’s mindset
David’s insights about paying taxes for making a lot of money
[07:47 - 21:54] Investing for Tax Benefits
The benefits of the tax code
David’s projects to help high paid people have tax benefits
How people can do a better tax planning
David shares experiences that he has had with high paid professionals
David introduces his book Building Chicken Coops for Dummies
[21:55 - 23:01] Closing Segment
Connect with Dave through LinkedIn. Head to The Real Asset Investor, and build wealth with higher yield cash flow investments. To receive Dave’s ATM & Self-Storage Fund III Investment Summaries email therealasset@moneywithmission.com
Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You.
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Tweetable Quotes:
“If you want to change your tax, you have to change your facts.” - Tom Wheelwright
“It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook
“I love to put investment deals together and watch them blossom.” - David Zook
As syndicators, we are aware that it is scary to take somebody else's money and tell them we're going to give it back to them because there can be a risk in any business. However, syndication is an excellent way to help people have another alternative of income and make money in real estate. In this today’s episode, Pancham Gupta shares his experience from being an employee to being self-employed, and how he started his syndication business. Pancham is a professional real estate fund manager and a co-founder of Mesos Capital which controls over $60M in assets. He is the host and founder of The Gold Collar Investor podcast and is passionate about teaching personal finance. Using his engineering background and his 14 years of experience in the FinTech industry, he has created systems and successfully built a portfolio that is cash-flowing over 10%. Pancham is also a co-founder of the popular Multifamily Mastermind NYC group and has been featured on investment panels, conferences, and podcasts.
If you’re interested in gaining a deeper understanding of how to invest in real estate syndications, this episode is for you!
[00:01 - 06:14] Opening Segment
Pancham shares his experience moving to the USA and starting to invest in the country
His journey working in the FinTech industry
Pancham’s transition from being an employee to being a self-employed
Why Rich Dad Poor Dad and Cashflow Quadrant books changed his life
[06:15 - 24:05] Investing in Real Estate Syndications
Pancham’s experience getting into syndication
How Pacham overcame the feeling of scare when taking other’s money
How to face customers when deals don’t go as expected
The benefits that real estate offers as a diversification play
Pancham discloses how his team makes their tenant’s lives better
[24:06 - 25:38] Closing Segment
Connect with Pancham through his email pancham.gupta@mesoscapital.com. Click here and discover the top 6 reasons to diversify outside of Wall Street!
Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Tweetable Quotes:
“ It is very hard to take other people's money, but at the same time, if you do not take it, and you cannot use that to benefit them, it's kind of selfish because you are not sharing your skillset with them.” - Pancham Gupta
“Our goal is to really create a better life for each one of our residents.” - Pancham Gupta
Do you believe that investing in real estate is risky? The power of real estate is often underrated for people who are not really involved in it. It’s time for you to change that mindset and see the great opportunities you could have in this industry to build wealth. Today, Nicole Pendergrass shares relevant insights about how to encourage the financially insecure to build wealth and start investing in multifamily.
Nicole, a health care worker, is the founder and CEO of Noirvest Holdings. She is passionate about equity in opportunities to create financial freedom and believes in the transformational power of real estate. Nicole started her real estate journey with no money, no credit, and no connections. She bootstrapped a couple of unsuccessful ventures while building her credit and savings and finally purchased a 3 family house hack.
Let’s jump into how Nicole built a legacy and started helping people to become financially secure!
[00:01 - 08:33] Opening Segment
- Nicole shares her background
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- How she started to know about real estate
- How she understood ways people build wealth with real estate
- The decision to sign up for a coaching program
- Work in a hospital
- How to help people be aware that is possible to build wealth with real estate
-
- Do postings centered around mindset
[08:34 - 20:12] Empower People to Invest in Multifamily
- Nicole talks about how she got her first loan
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- The possibility of having a personal guarantee or guarantor
- Why Nicole wants to build a legacy and empower people to invest in multifamily
- Nicole’s advice for people who are doing everything by themselves
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- Partners expand capabilities of what you can do
- Analyze if your missions and values are aligned with your partners
- Be careful of who you network with
- Nicole discloses deals and projects she is working on
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- Look at some short term rentals and start a direct to seller campaign
[22:13 - 34:09] Become Financially Secure
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Communication and network are critical in real estate
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People should take action and start doing something small
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- You don't have to buy a 100 unit building on your first deal to make a difference in your life
- How to help people who are financially insecure
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- Create some type of fund and have a learning component
[34:40 - 37:35] Closing Segment
Connect with Nicoles on LinkedIn, Instagram, and Facebook. Check out Noirvest Holdings, build wealth passively through multifamily real estate!
Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
Tweetable Quotes:
“You're going to get further with partners. You might go faster alone, or you might get slower alone. It just depends on your situation. But partners are going to expand the capabilities of what you can do.” - Nicole Pendergrass
“Communication is absolutely key when you're investing with someone passively.” - Nicole Pendergrass
“I just think that the power of real estate is so underrated and underappreciated for the people who are not really in it because they only see the risk.” -Nicole Pendergrass
In this episode, we talk about having an impact and leaving a legacy by helping children. The teen suicide rate is way too high, loneliness is at an all-time high. Being able to connect and talk to our children is critical, and Dr. Lulu can help you to feel confident when you are interacting and pivoting with your child.
Dr. Lulu is the CEO of Teenalive.com and Dr. Lulu’s Youth Health Center, both dedicated to Youth Suicide Prevention. She is a 2020 TEDx, United Nations, and Global Pan African Nations Speaker, a 3-time bestselling author, and a freelance writer. Dr. Lulu coaches parents of LGBTQ children, helping them accept, understand and support their children so they can thrive and flourish without judgment or limitations.
Listen in, learn how supporting all children, helping them to become healthy adults can be part of your legacy.
[00:01 - 10:14] Opening Segment
- Dr. Lulu talks about her background and story
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- LGTBQ+ activist
- Pediatrician
- Her mission is to end suicide
- Coaching and speaking to entrepreneurs
- When Dr. Lulu had clear what her mission was
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- A kid who tried to commit suicide twice in 2016
- Psychic pain, bullying by peers, verbal assaults by parents
- Generational trauma and healing
[10:15 - 26:04] The Role of Social Impact
- Listen to the words you are saying to yourself
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- Gender fluidity is a whole spectrum
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It’s not only about having a child, it’s about raising it
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Social impact is bigger than just the investment
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- Dr. Lulu’s perspective about helping the parents of LGTBQ+ children
- Investing in life, love, being present and intentional
- Investing in connection with yourself [parents] and your child
- Dr. Lulu shares what parents should consider when they don’t accept an LGTBQ+ child
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- You don’t have to accept it, but your child is who they are
- Children could not live their authentic lives to please their parents
- Think about how kids are feeling
[26:05 - 37:40] Raising and Supporting LGBTQ+ Children
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Dr. Lulu’s outlook about treating the trauma associated with being that person that is leading to suicide
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Trauma-informed care and education
- Children need one single trusted adult
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The importance of raising and saving a child
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What parents should take into account to support their children
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- Ask your children how they are feeling
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- How can I support you with and through this?
- How can I make it easy for you?
- Hear your kids and be for them
- We can have an impact if we see children as who they are
[37:41 - 44:47] Closing Segment
-
Dr. Lulu’s advice for parents
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Positively support your LGTBQ+ children
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Her coming book!
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Queer Faqs
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How to connect with Dr. Lulu and her work
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- Links below
- Give a review and rating, and share this episode with others
- Final words
Tweetable Quotes:
“When a child is gay, the truth is they will gravitate towards people like them.” - Dr. Lulu
“If I want to be in my child's life in the future, I need to allow myself to see it from their own lens, as opposed to seeing it from my lens.” - Dr. Lulu
“If you can have generational trauma being passed down, you can also potentially have generational healing.” - Dr. Lulu
Resources Mentioned:
Books:
- A Teen's Life: Looking at Teen's Lives Through Their Daily Struggles
- Dr. Lulu Books
Connect with Dr. Lulu on LinkedIn, Instagram, Twitter, and Facebook. Make sure to visit Becoming the Parent Your LGTBQ+ Child needs if this is a journey you want to embark on and don’t struggle any longer!
Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!
If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!
LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.
This week’s conversation is with Christine Kwak, founding Principal and President of Aris Real Estate Ventures (ARIS). We go deep in learning the positives of having a team when investing and how everyone’s goal with investing is a little different. Christine drops so many nuggets about how you chose your investments, including evaluating the environment (government regulations, interest rates, etc). We discuss how she works hard as a syndicator to match investments to her potential investor’s goal while educating on the tax benefits of real estate investing. This episode is jam-packed with information. You may need to listen more than once!
Connect with Christine at ckwak@arisventure.com.
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth or email 7steps@moneywithmission.com.
We’re excited to introduce our newest friend, Bonnie Koo, MD. Bonnie is a certified life coach, physician, and founder of Wealthy Mom MD. Bonnie shares her journey to becoming a dermatologist and how she learned about money from her male colleagues. She dived into her financial education like she has most things and soon realized that her female colleagues lacked this knowledge. This led to her helping other women physicians gain the knowledge and mindset they needed to take control of their finances and build wealth. Between being a writer, blogger, podcaster AND dermatologist, Bonnie is impacting the world with her new book and book club: Defining Wealth for Women. Peace, Purpose and Plenty of Cash!
Join Defining Wealth for Women LIVE event, a virtual book club with live coaching from Bonnie. Learn more at https://wealthymommd.com.
Connect with Bonnie on all social channels @wealthlymommd
Get your copy Defining Wealth for Women: https://bit.ly/345v9NM
In this episode, Todd Sulzinger, a former Silicon Valley finance executive turned real estate investor, talks about his journey into real estate and why he chose the niche of mobile home parks. Mobile home parks may not seem appealing, but Todd explains how this sector provides affordable housing for many. Learn the impact that this type of investment can have on your bottom line as well as the ripple effect it may have for those living in these homes. Mobile home parks tend to be recession-resistant and can offer an excellent financial return for investors. Listen in to hear how Todd is making an impact by giving his money a mission.
Connect with Todd at blueelminvestments.com
LinkedIn: https://www.linkedin.com/in/toddsulzinger/
Facebook: https://www.facebook.com/blueelminvestments
Facebook Group: https://www.facebook.com/groups/pohmhp
FREE gift from Todd: Success Habits of Super Achievers: https://bit.ly/3IqaNhy
Download 7 Steps to Building Resilient Wealth
In today’s episode, Felecia talks with Will Matthews, an inspiring entrepreneur and ex-pro football player who has a passion for living a life that positively impacts communities through education and investments. Will’s passion for making an impact is seen within the different projects he’s involved with, including helping fill a need to educate first-generation college graduates so they learn to keep the wealth they are building. Felecia and Will go deep and share their thoughts on racial equity, mental health, economic responsibility, and changing mindsets. Listen in as Will shares how he’s improving lives and giving his money a mission.
Ready to see how the generous donations have changed the lives of Central Texans? Download the Seton Foundations Impact Report FY20: https://bit.ly/3Do7jIw or email willmatthewsnow@moneywithmission.com
Connect with Will on all social channels @willmatthewsnow
www.willmatthewsnow.com and www.Boutiq.co
Enjoy the FREE report 7 Steps To Building Resilient Wealth
This week we talked with Brad and Emily Niebuhr, two brilliant investors with a wide array of experience from restoration and preservation of historical buildings to working in the field of CO2 scrubbers. They discuss how they discovered real estate investing and their journey to giving their money a mission in their communities and overseas helping to provide affordable produce in Paraguay!
Join the Niebuhrs’ as they offer great information in their Central Washington Entrepreneurs and Investors Meetup. For more details, join their Facebook Group here: https://bit.ly/3vNpROD and download their whitepaper on 7 Ways to Protect and Grow Your Wealth here: https://bit.ly/3gUJzCF
Enjoy a FREE copy of Money With Mission’s 7 Steps to Building Resilient Wealth https://bit.ly/3wWXaAE
Today we’re talking about life and how we can be more resilient to give the world what we were born to do. Our guest, Diana Lockett, is a visionary heart leader with a gift for awakening high achievers to realign to thrive and create inner wealth, peace and a deeper purpose in their lives. Through her transformational coaching, she creates a map for her clients to experience vulnerable, mindful and authentic practices that result in better health and wellness, increase performance, deeper confidence, healthier relationships, and return to their own authentic, loving states of joy. Tune in to hear Diana’s thoughts and how she empowers others to use their unique purposes and visions to create relationships and businesses that support, inspire and thrive. Connect with Diana!
Facebook: https://bit.ly/3s6LD1I
Facebook group: https://bit.ly/3F2LSi0
IG: https://bit.ly/3EVJFVr
FREE eBook, Realign Your Mind: How to Cultivate Resilience to Life’s Daily Stresses: https://bit.ly/3IjpMd3 7 Steps to Building Resilient Wealth
This week I talk with Kine Corder, CEO of Presidential Lifestyle, about her journey of becoming the world’s #1 clinical hypnotherapist in stress management, a national certified counselor and an international speaker.Studies have shown that money is the number one cause of stress, and stress is the cause of many major illnesses. That’s why Kiné created a financial therapy program that combines hypnosis, talk therapy, and money counseling to help high achievers create a life of meaning and define prosperity for themselves. She explains the importance of understanding one's prosperity birthright and the death of the “American Dream”.
Connect with Kine!Website: https://bit.ly/3Eu2dfd
FREE Money Mentality Quiz and Guide: https://bit.ly/3griaIqEnjoy the FREE report 7 Steps To Building Resilient Wealth at https://bit.ly/3wWXaAE
Are you a W2 executive who is ready to get a better grip on tax planning? Are you interested in discovering more ways you can save on your taxes and how real estate investing can help? If you answered yes, then join us for our free webinar on Tax Planning and Wealth Management for Busy Professionals: https://bit.ly/3HY0ktg
From his first investment in himself as an MD, MBA student to his first real estate investment while a resident, Eric Tait shares his entrepreneurial journey with us Eric always wanted to practice medicine but realized that to do it on his terms, he needed other streams of income, so he became an active real estate investor and syndicator. Eric and his wife, who is also a physician, founded Vernonville Asset Management where they help busy professionals invest in real estate. As a co-founder in Urban Capital Network, Eric helps busy professionals access investment opportunities with new tech companies at early stages. He explains how these companies are valued and how they decide where to invest. As social impact investing is close to the heart of Money With Mission’s purpose, Eric and the other founders take part of their earnings and “Angel Invest” in companies led by women and people of color who are underrepresented when it comes to receiving venture capital funding.
Enjoy the FREE report 7 Steps To Building Resilient WealthAre you a W2 executive who is ready to get a better grip on tax planning? Are you interested in discovering more ways you can save on your taxes and how real estate investing can help? If you answered yes, then join us for our free webinar on Tax Planning and Wealth Management for Busy Professionals: https://bit.ly/3HY0ktg Connect with Eric by visiting his website
This week, you’ll hear from our guest Jerome Myers, a believer that dreams can, and should be real. Jerome left corporate America when he realized that his role offered financial gain, but little significance. He’s the founder and head coach of Myers Methods and has been featured in Business Insider, Black Enterprise and numerous podcasts. After building a highly profitable division of a fortune 550 company, Jerome decided to leave the rat race to get away from what seemed to be the endless slew of layoffs. He has developed a system for exiting corporate America and creating a life of impact. Today, he and his company help other apex performers find their callings and live every day on purpose by harnessing the power of his model for a Centered Life (what he calls “the Red Pill”). Jerome and his firm can guide any individual from a monotonous, uninspiring existence to a life of fulfillment and impact.Tune in to hear how Jerome left corporate America to pursue real estate and what it takes to be on the path to follow your dream while living everyday with purpose.
Check out Jerome’s website: https://bit.ly/3DFEsAw
Enjoy the FREE report 7 Steps To Building Resilient Wealth
This episode is for any professional who spends their time for money. Whether you are a doctor, lawyer or executive, without passive income, most of your time will be spent making money instead of enjoying your life. Dr. Tom Burns is an entrepreneur, an orthopedic surgeon and currently a physician for the United States Ski Team and travels worldwide with them. He has over 25 years of real estate experience involving acquisition, development and management. In addition to co-founding and managing a freestanding full service hospital, he has owned and developed property locally and internationally and participated in the acquisition and development of over $400 million dollars of real estate. He is also listed in the acknowledgement section of Robert Kiyosaki’s book, Rich Dad Poor Dad, and he’s the author of Why Doctors Don't Get Rich, a personal finance guide for doctors and other professionals.Tom talks about how he learned that having passive income gave him options to practice his profession as he wanted. Hear how reading Robert Kiyosaki’s book and playing the Cashflow Game changed how he views money and how he’s helping others do the same. Plus, you’ll learn what Tom is doing with his time and money to help change the world.
Get Tom’s Bonus Chapter, 7 Steps to Creating Wealth on a Busy Schedule
Connect with Tom!Rich Doctor Facebook GroupLinkedIn Facebook
In this episode, we talk with Sarry Ibrahim, a financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe wealth with a method that has been used for 160 years. We will learn the advantages of being your own bank and how anyone can do it too.
Connect with Sarry!
LinkedIn:https://bit.ly/3ygEfS2
Website: https://finassetprotection.com/ Pre-order Ignite The Hunger in You Book: https://amzn.to/2WNLMcZ Register for the Summit Dec. 9-11, and use promo code GETHUNGRY for a discount: https://bit.ly/2ZnpHmn Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Are you uncomfortable when talking about money? Lianne Hannaway is a Chartered Professional Accountant, an experienced financial executive and an investor who helps women gain confidence as they grow knowledge about their finances. She is also the founder of Wealthnuvo, a financial platform designed to help good savers become badass investors and build generational wealth. She is passionate about empowering women entrepreneurs and business owners to take control of their financial health by investing, saving and understanding their money numbers so they aren’t hit with huge tax bills every year.Tune in to hear how Lianne is helping women break the cycles of wealth disparity and meet their life goals with unbounded ambition. You’ll learn about ways to create a diversified portfolio, how a CFO can change your business, and more! Plus, get all of the details on her Beyond Money Summit, Nov. 18-19, where Felecia will serve as a guest speaker highlighting ways to invest to build wealth that lasts.Connect with Lianne! Website: https://www.wealthnuvo.com Instagram @wealthnuvo Twitter @wealthnuvo or LinkedInRegister for the Beyond Money Summit: https://bit.ly/3q20NnS
Enjoy the FREE download of 7-Steps to Building Resilient Wealth Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Renee Cunningham is a Leadership Life Coach who is passionate about inspiring women to overcome every challenge in their lives. Felecia and Renee talk about their new book, Ignite The Hunger in You, which they wrote alongside other incredible authors and Les Brown. They discuss how Renee started her company, The Polished Experience, and how she coaches young adults to be their best selves through knowing their passions in life. Renee also talks about how to make your money work for you through passive income and how to share your brilliance with the world to “shine baby, shine”!Connect with Renee!Facebook: https://bit.ly/3EgtbXe Instagram: https://bit.ly/3pz3Y63 TikTok: https://bit.ly/3vHogeGLinkedIn: https://bit.ly/3E6u0Sm Pre-order Ignite The Hunger in You Book: https://amzn.to/2WNLMcZRegister for the Summit Dec. 9-11, and use promo code GETHUNGRY for a discount: https://bit.ly/2ZnpHmn Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
This week we learn about multi-family investing with Kevin Palka. Kevin shares his journey to becoming the founder and CEO of MVP Equities, a company that helps investors build wealth through execution of innovative real estate solutions. Tune in to hear what Kevin suggests are steps to take when giving your money to an investor to grow your wealth.
Connect with MVP Equities on Facebook, Instagram & Twitter @MVPequities
Explore options with MVP’s latest investment opportunity in Charlotte, NC by visiting: https://bit.ly/3dXoXcQ
Download FREE Case Study by MVP Equities
Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Today, we talk with Dr. Michelle Robin, DC, about how she helps people create better lives by making small changes in the four quadrants of wellness: mechanical, chemical, energetic, and psychospiritual. These small changes are based on science and have been proven to affect us in profound ways. We talk about how we all give through overflow, whether it is the overflow of money or energy, and we must be well to help others. Dr. Robin reminds us that when we take care of ourselves, it’s one of the most selfless acts we can do. You cannot help anyone if you are not well, and the best way to create wealth is to first focus on our health. Tune in as Dr. Robin discusses how to be our best selves!Sign up for the Kindness Campaign: SCBS 31-Day Kindness Campaign Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Connect with Dr. Robin!Facebook: https://bit.ly/3mKBtPXTwitter: https://bit.ly/3ABBQB2LinkedIn: https://bit.ly/3DzyAIpInstagram: https://bit.ly/3v3tcud
In this week’s episode, Felecia talks with Suzanne Mayo Frindt, global board member of The Hunger Project (THP) & Lorena Vazquez Ordaz, the Mexico Country director for THP. They speak on what it truly means to eradicate hunger, what it means for the future, and how The Hunger Project’s process in achieving their goals was different in various areas of the world both before and during the global pandemic. Plus, learn about how a financial contribution to THP is a great investment.
To learn more about mobilizing women's leadership to end hunger, visit https://bit.ly/3tjzQe8 Connect with the Hunger Project!Facebook - @thehungerprojectInstagram - @globalhungerprojectTwitter - @HungerProject
Enjoy the FREE download of 7-Steps to Building Resilient WealthReady to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Life can be filled with hard lessons, but the question is how will you use those times to shape your life and make a difference in the world? Our guest, Mark Pratt, is the perfect example of perseverance as he became an entrepreneur after spending six years, 11 months, and 28 days in prison. We discuss how the experience revealed his purpose and what inspired him to write his first book, For A Friend. Mark also learned how creative he was while in prison and wrote spoken word poems. Since then, he realized his need for male role models as a kid is what led him to the path that he traveled. Tune in to hear Mark’s story and how he’s using all he learned to help the children of Detroit, Michigan, invest in their own communities through his business 205 Kids, LLC.Join the Advance Notice List for 205 Kids Invest here: https://bit.ly/2WljJ4x
Connect with Mark & 205 Kids Invest! Website: https://bit.ly/3uiCWjG Facebook: https://bit.ly/3kN6K4U
Enjoy the FREE download of 7-Steps to Building Resilient Wealth Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
In this episode I talk to Michael Manthei, an active syndicator and real estate investor. We learn about his journey of starting his own company at age 21 to becoming financially free and retiring in his thirties. We learn about the struggles he faced and how real estate investing became his family's path to financial freedom and what they are doing to help others. Connect with Micheal! Elevate website: https://bit.ly/3hPswD4 ELEVATE Investing Group on Facebook: https://bit.ly/3hLIUED
YouTube channel: https://bit.ly/3tVdOiN
Enjoy the FREE download of 7-Steps to Building Resilient Wealth Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
If you’re tired of exchanging your time for money, and you want to feel inspired to create multiple streams of income, then this episode is for you! Our guest this week is Deborah Razo, and she has a flare for finding, fixing and flipping properties. After owning and partnering in several successful small businesses since 1990, Deborah realized that her path to financial freedom was through real estate investing. We discuss how she transitioned from working in a design firm, to flipping homes and becoming a developer. She talks about the importance of embracing passive income opportunities and why putting systems in place is vital for business growth. Deborah is also the founder of the Women’s Real Estate Network (WREN), a community where women in real estate excel and empower each other. She shares why bringing women together is her passion and why it’s important for women to exchange experiences, resources and tools to help one another grow both personally and professionally.Connect with Deborah!WRENinspires Facebook: https://bit.ly/3tO1NfeInstagram: https://bit.ly/3k8ymkxTwitter: https://bit.ly/398ec48Website: https://bit.ly/3Adq8gHFREE eBook: Tips for Women Who Want to Rock at Real Estate InvestingDon’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
From military veteran to seasoned investor, Neil Wahlgren has nearly two decades of leadership and experience in operations and capital markets. His company, MAG Capital Partners, forms relationships that benefit business owners and investors alike. Tune in to learn how Mag Capital’s investments helped a baby food company bounce back from a devastating fire that destroyed its factory without laying off any workers. Hear how the company even earned a Small Business of the Year Award shortly after the financial recovery! For more on MAG Capital Partners, view the firm’s overview and visit their website at www.magcp.com.
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Meet Mauricio Rauld, a nationally-recognized expert on private placements and the CEO of Premier Law Group. Through his years in working with entrepreneurs, Mauricio has mastered what legal strategies will help protect and build wealth through syndication. In this episode, Mauricio explains what a security attorney does and how they can help you evaluate investment opportunities. He also shares different ways to invest, what “red flags” could appear during a deal, and hear about the strategies & advice Mauricio offers that will help you feel confident and informed.Grab Mauricio’s free eBook, 5 Things Every Syndicator Must Know to Stay Out of Jail: https://bit.ly/3zqhsTWConnect with Mauricio!Premier Law Group Website: https://bit.ly/2YhO70j Facebook: https://bit.ly/3yBxU2v Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
CJ and Robert are the cofounders of Your Smart Wealth, a national program created to help new and established six figure small business owners and entrepreneurs grow their business profits. In this episode, they share integrative wealth strategies for small business owners and proven steps to shortcut your path to retire faster, smarter and wealthier. Plus, learn their top strategies for total asset protection and their tips for reducing your tax payments.Connect with CJ and Robert!Facebook: https://bit.ly/3z73dTM
Instagram: https://bit.ly/3gpx7eP
Website: yoursmartwealth.com
Don’t forget to grab your FREE report of 7 Steps to Building Resilient WealthReady to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
In today’s episode, I talked with Lisa Hylton, founder of LisaHylton.com. Lisa is passionate about helping high income earners learn to invest in real assets in a tax-efficient manner. We talk about how Lisa, like so many of us, started out in the 9-5 world and how she has transitioned into what she is doing now. Lisa dives into diversification, benefits of investing in single asset funds and syndication. Tune in to learn how to take your first step and use the skills you already have to go forward into the investing world as a passive investor.
Listen back to Monik’s episode 11: “Working to Help One Million Women Generate Passive Income”: https://apple.co/3xTrJq9Connect with Lisa!Instagram: @lisahyl @thelevelupREIFacebook: https://bit.ly/3iTeVvN The Level Up REI Podcast Group: https://bit.ly/3xOsYa0LinkedIn: https://bit.ly/3xTsu2tTwitter: https://bit.ly/3AQw3rUWebsite: www.lisahylton.comFree eBook, The Beginner’s Guide to Investing in Real Estate Syndications: https://bit.ly/380uqeN
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
In today’s episode, we talk with Andre Paradis: a relationship coach, NLP coach, educator of effective communication strategies, workshop leader, public speaker, Amazon #1 Best Selling Author, and ordained minister. Andre’s mission in life is to teach & empower people, and he focuses his professional energy on teaching singles and couples how to create and maintain successful relationships. He’s dedicated to men and women and their well-being in understanding each other; closing the gap on pain, hurt feelings, and confusion. Tune in as we talk about the aspects of creating a strong and long romantic relationship and how today’s culture has us see relationships in different and detrimental ways.
Listen to more of Andre on his podcast episodes at projectequinox.net.Connect with Andre!Instagram: @RelationdynamicsFacebook: Project Equinox with Andre ParadisYouTube: https://bit.ly/3CATkQf
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
Billy Brown is the founder of The Investors Capital Group. Tammy Thrasher is Director of Curious Conversations at the company. Hear how their path to investing started after one went through a personal tragedy and the other realized becoming a pro golfer wasn’t the right path. This episode is for the seasoned investor and those just starting out. Tune in to hear how Billy and Tammy work with different types of investors to help them gain multiple streams of income and financial freedom. The Ultimate Guidebook On Commercial Lending For Real Estate Investors For more info, visit The Investors Capital GroupRemember to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
As the president and wealth strategist of Think Outside The Stocks, Madhavi Jain is passionate about showing women how they can partake in alternative investments that exist outside of Wall Street.Madhavi believes that when you change a woman, you change a complete household. Learn her story, how she has achieved financial independence and how she helps other women do the same.
Tune in to hear how Madhavi is bringing solid investment education to women and encouraging them to take the leap into investing outside of the stock market.
Follow Madhavi on LinkedIn and Facebook, plus join her Investor Community Group.
Download the FREE ebook How to Think Outside the Stocks
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
John Casmon is a real estate entrepreneur who has partnered with busy professionals to invest close to $90 million in apartments. His specialty is helping other people learn how they want to invest, and he hosts the Target Market Insights Podcast where he covers multifamily and marketing insights. Tune in to hear how he gives his money a mission in Paraguay and Uganda, and get his thoughts on racial and gender disparity, the importance of creating generational wealth, and more.
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives YouJohn’s Sample Deal Package for Multifamily Apartments: https://bit.ly/3zkbu6K
Most people spend a lifetime working to make money, but they may not know what to do with it, how it's created or how it works. Our guest, Edward Cernobori, has witnessed many families struggle to meet financial goals and secure a nest-egg. He’s passionate about helping people create generational wealth and educating them on the importance of financial planning through a variety of investments. Tune in as Ed shares his story and top finance tips to help you have peace of mind and enjoy the retirement you’ve envisioned!
Want to learn how to GROW your wealth during retirement? In this guide, Ed Cernobori shares tips on how you can enjoy retirement without running out of money or living a diminished lifestyle. Sign up for Ed’s FREE e-Book now >> The #1 Biggest Threat To Your RetirementConnect with BlackTree Investment Group on Facebook and LinkedIn: https://www.facebook.com/BlackTreeInvestmentGroup; https://www.linkedin.com/company/blacktree-investment-group/?viewAsMember=true
Be sure to check out Ed’s blog for helpful financial tips: https://www.blacktreegroup.com
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You
This week we talk with our friend, Billy Keels, who shares how his one-year sabbatical to Europe turned into 20+ years of travel throughout 86 countries, working with multiple global currencies, and learning to speak fluently in 5 languages. Hear how his road to becoming a real estate investor has led to him educating new investors on finding their happiness within their investing journey.
Be sure to connect with Billy on social @billykeels and www.billykeels.com.
Download Billy’s eBook Grow Your Money The Smart Way at https://bit.ly/3AyOylq and check out his podcast Going Long Podcast at https://apple.co/3hKZQKI
Enjoy our Free Download of How to Create Wealth that Outlives You along with other great resources at https://bit.ly/3uMl6oj
In Part 1 of the Community Investments, Generational Changes Episode, Tim Newton shared all of the life-changing things he is doing for his community and how he is making a difference with The Tulsa Dream Center.
Listen to Part 1 here >> https://directory.libsyn.com/episode/index/show/moneywithmission/id/17448278
In Part 2, Tim dives deeper into what it’s like creating a tuition-free private school and how he continues to improve education for the children of North Tulsa.
Listen to the full episode, be inspired then go and give your money a mission!
To learn more about Tim’s initiatives visit http://www.tulsadreamcenter.com/
http://www.drexelacademy.org/
Download our FREE report on 7-Steps to Building Resilient Wealth
Join Embracing Wealth Masterclass with Presidential Lifestyle and Take the Money Mentality Quiz to learn your money personality!
This is an episode that you do not want to miss. Tim Newton is doing so much for his community, North Tulsa! He works with the non-profit, The Tulsa Dream Center, and he started his own tuition-free private school to improve the education for children in North Tulsa. He is also passionate about revitalizing neighborhoods and teaching home ownership skills to others.
Listen to the full episode, then go and give your money a mission.
To learn more about Tim’s initiatives, visit: http://www.tulsadreamcenter.com/
http://www.drexelacademy.org/
Download our FREE report on How to Create Wealth that Outlives You at: https://bit.ly/3uMl6oj
In this episode, we learn how determination, perseverance, and discipline helped BJ Johnson, now real estate investor, become an Olympic Gold Medalist. His basketball journey is inspiring, plus learn about how BJ is making a difference in North Carolina neighborhoods where he and his team are currently working on a new multi-family development.
Download BJ’s inspiring story for FREE in the new release of Success Habits of Super Achievers.
Enjoy the FREE report 7 Steps To Building Resilient Wealth.
David and Regina Fabry are the founders of Campfire Properties, a private investment firm focused on creating unique real estate investments in RV Parks and Campgrounds.
We talk about how they use their passions to guide their investments. They work to help visitors at their campgrounds by teaching them new skills, such as growing their own food and becoming sustainable for themselves and their families. Hear their perspective on how investing in campgrounds has given their money a mission by helping families reconnect with nature and themselves.
To connect with David and Regina visit https://campfireproperties.com/ and download their free report Top 5 Reasons Why Now Is the Best Time to Invest in Campgrounds
To learn more on how to build resilient wealth, download our free report 7 Steps To Building Resilient Wealth For Women
This week, we hear from Cheryl Womack and her mission at Women of Worth. Listen in for her story of growing her insurance business to over $100 million, her 14 months in prison, and what she is doing with her experience. Look for Cheryl's first book Mommy Loves You Everywhere on the Women of Worth website, womenofworthwow.org.
To make a donation to Women of Worth visit https://www.womenofworthwow.org/take-action
Enjoy the FREE download of 7-Steps to Building Resilient Wealth
In this episode, we talk to Randy and Jana Hubbs, a couple who have worked for over 40 years in investing in single and multi-family homes in a wide variety of local and emerging markets. They share their story of how they got into the business of social impact real estate investing using their knowledge of special education procedures and practices to provide housing that is functional for those of different mental abilities, while bringing their investors a financial return.
To learn more about the work Randy and Jana are doing, sign up for their newsletter at https://globalsummitmanagement.com/resources/
Enjoy the FREE download of 7-Steps to Building Resilient Wealth
This week, we talked to Monick Halm, founder of Real Estate Investor Goddess. Monick’s goal is to help 1 million women achieve financial freedom through real estate work.
We talk about the origins of Real Estate Investor Goddess, her and her husbands goals in real estate, the Love Method and her newest real estate deals and how you can help!
To connect with Monick and learn more about becoming a passive investor, join the Investor Club or take her free training course designed to help women get started in real estate investing.
website: www.reigoddesses.com
Instagram: @reigoddesses / @monickhalm
Facebook: https://www.facebook.com/RealEstateInvestorGoddesses/
Enjoy the FREE download of 7-Steps to Building Resilient Wealth
In this episode of Money with Mission, we talk to Dr. Amy Novotny, a physical therapist and the founder of the PABR® Institute. Using the breathing technique that Amy teaches, she has been able to help many of her clients avoid surgical procedures for different joint ailments.
We talk about her beginnings, how she came into holistic healing and even runs us through the breathing technique that will help anyone improve posture, calm your nervous system and mind to help you maintain peak performance no matter what you do in life.
Don’t forget to check out her wellness show filled with natural and helpful tips at https://pabrinstitute.com/weekendwellness , and send her an email if you want to learn more at amy@pabrinstitute.com
Enjoy the FREE download of 7-Steps to Building Resilient Wealth
In today’s episode, we talk with Andre Paradis, a relationship coach who talks about the aspects of creating a strong and long romantic relationship and how today’s culture has us see relationships in different and detrimental ways.
His goal is to teach and empower people and society and to change our culture when it comes to human dynamics and relationships.
Andre is a certified life coach, entrepreneur, business owner, and artist who is now focusing his professional energy on teaching singles and couples how to create and maintain successful relationships. He is dedicated to men and women and their well-being in understanding each other; closing the gap on pain, hurt feelings, and confusion.
Listen to more of Andre on his podcast episodes at projectequinox.net.
To schedule a free consultation with Andre, click here.
Remember to download the FREE eBook 7-Steps to Building Resilient Wealth
This week, Dr. Felecia Froe speaks with Sep Bekam, a long time friend and CEO of Bekam Investment Group. Sep, an engineer by education, has been investing since the early 2000s.
Sep talks about his early days in real estate, and gives some excellent insight into the pitfalls of his early years in real estate investing. We also talk about the reasons he switched from multi-family properties to single family properties. Sep is making a difference, helping his investors give their money a mission.
To download the Property Manager Questionnaire visit https://bit.ly/3lijsG6
You can find Sep on all social media platforms, and on his website: https://bit.ly/2ZKHdOI
This week we have Loe Hornbuckle, CEO and owner of Sage Oak Assisted Living and Memory Care founded in 2015 in Dallas, TX. Sage Oak provides a home-like option for senior assisted living.
In this episode, we talk about the different options seniors have when looking for living accommodations, from active senior living to assisted living to traditional nursing homes. We review the difference between a traditional nursing home and the more intimate option that Sage Oak provides. We also discuss how this type of care is faring in our current environment, and the need for changes in the assisted living space. Plus, learn how Loe and others are creating a safe and nurturing environment for elders during Covid-19.
Download a FREE copy of Sage Oak’s Guide to Residential Assisted Living
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
In this episode of Money With Mission, we talk with Charity Marcus, an entrepreneur and political strategist, and co-founder of Black Women Business Owners of Tulsa. We talk about her start as an event coordinator and her eventual transition into consulting and politics, in addition to creating her own businesses Avenu PR and Avenu Consulting.
Charity talks about her work with the Governor's Minority Business Council, Teach Not Punish and The Oklahoma Advisory Commission to the United States Commission on Civil Rights. We discuss the political strategies in these different groups, and how they can provide help from a local level to empower those she is representing.
You can find all of Charity’s work here:
https://www.bwboamerica.com/
https://www.avenupr.com/
Email: info@bwboamerica.com
CJ and Robert are the cofounders of Your Smart Wealth, a national program created to help new and established six figure small business owners and entrepreneurs grow their business profits. In this episode, they share integrative wealth strategies for small business owners and proven steps to shortcut your path to retire faster, smarter and wealthier. Plus, learn their top strategies for total asset protection and their tips for reducing your tax payments.
Join CJ and Robert’s 3-Day Live Online Event Smart Business Wealth BluePrint Jan 15-17, 2021
Visit Your Smart Wealth at yoursmartwealth.com
Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth
As real estate investors we often want to ignore investing in stocks. We are leery of financial advisors. In this episode, we talk to Michelle Connell, CFA, and founder of Portia Capital Management. You may have seen her on CNBC or Bloomberg Australia or read one of her articles in Forbes or Market Watch or seen a quote in the New York Times.
Today we learn the difference between a CFA and a financial advisor. We talk about why we think more women do not invest or become money managers. Learn about M2 and why Michelle thinks the markets are likely to go higher next year. She also discusses why your financial advisor may not recommend private equity for your portfolio.
Portia Capital Management invests a minimum of 10% of its profits toward the education of children from disadvantaged backgrounds. The goal of Portia’s Children is to give these youth hope through education as a means of moving beyond their economic circumstances. Research shows that high-quality early education is the key to long-term success.Linked-in: https://www.linkedin.com/in/michellepconnell/
Instagram: https://www.instagram.com/mconnell45/
website: https://portia-capital.com/
Join the Optimizing Your Portfolio for 2021 Webinar at https://moneywithmission.com/optimize-your-portfolio-for-2021/
David and Regina Fabry are the founders of Campfire Properties, a private investment firm focused on creating unique real estate investments in RV Parks and Campgrounds.
We talk about how they use their passions to guide their investments. Hear their perspective on how investing in campgrounds has given their money a mission. They want to help families reconnect with nature and themselves.
They are driven to help improve family’s resiliency and are working to help visitors to their campgrounds by providing them the ability to learn new skills such as growing their own food and being sustainable for themselves and their families.
To connect with David and Regina visit https://campfireproperties.com/ and download their free report Top 5 Reasons Why Now Is the Best Time to Invest in Campgrounds
Facebook: https://www.facebook.com/CampfireProp/
To learn more on how to build resilient wealth, download our free report 7 Steps To Building Resilient Wealth For Women
Randy and Jana share their story of how they got into the business of social impact real estate investing using their knowledge of special education procedures and practices to provide housing that is functional for those of different mental abilities and bring their investors a financial return.
To learn more about the work Randy and Jana are doing sign up for their newsletter at Global Summit Management https://globalsummitmanagement.com/resources/
This week, we talked to Monick Halm, founder of Real Estate Investor Goddess. Monick’s goal is to help 1 million women achieve financial freedom through real estate work.
We talk about the origins of Real Estate Investor Goddess, her and her husbands goals in real estate, the Love Method and her newest real estate deals and how you can help!
To connect with Monick and learn more about becoming a passive investor, join the Investor Club or take her free training course designed to help women get started in real estate investing.
website: www.reigoddesses.com
Instagram: @reigoddesses / @monickhalm
Facebook: https://www.facebook.com/RealEstateInvestorGoddesses/
Hear Cheryl’s story of growing her insurance business to over $100 million, her 14 months in prison and what she is doing with her experience. This is one of the most exciting episodes yet. Look for Cheryl's first book Mommy Loves You Everywhere on the Women of Worth website, womenofworthwow.org. Make sure to subscribe so that you get notified of when her next book, her autobiography, will be released.
To make a donation to Women of Worth visit https://www.womenofworthwow.org/take-action
In Tulsa, over 45% of the population live in low food access areas and 17% live in food deserts. That’s where Anita Mills comes in.
Anita originally worked with the food industry, including building community gardens and helping local farmers of the Dallas area. In 2018 she moved to Tulsa and heard of the hardship in the city, especially the areas where grocery stores were almost non-existent.
Now focusing on the Tulsa area, Anita has devoted her time to help those that don’t have the resources to help themselves, by helping the community gain access to SNAP programs, building local communities and working with Hunger Free Oklahoma and Tulsa Food Security Group to help the residents of Tusla and the state at large.
If you're interested in helping communities with low food access, contact Money With Mission to learn more.
In this episode of Money With Mission, we talk to Charity Marcus, an entrepreneur and political strategist, and co-founder of Black Women Business Owners of Tulsa. We talk about her start as an event coordinator and her eventual transition into consulting, creating her own businesses Avenu PR and Avenu Consulting. Charity and her business partner founded Black Women Business Owners of America after finding little in the way of business help specifically for the black female business owner. They are helping black women build their businesses through networking and education.
Find Charity on all social media platforms and her website
Website: https://www.bwboamerica.com/
Email: info@bwboamerica.com
In this episode, we talk to Sean Kouplen, the CEO and president of Regent Bank, Tulsa. Aside from being an owner, investor, author, and public speaker, Sean was also appointed as the Secretary of State and Workforce Development in 2019 by the governor of Oklahoma, Kevin Stitt.
Sean shares his journey from buying the Regent Bank of Tulsa, to becoming a serial entrepreneur and investor, to name a few. He grew up from a family where his parents didn’t have enough to get by and would always be dissatisfied with their work environments. As he believes that God called upon him to make a mark on this industry, he is also a firm believer that creating a great company culture where employees can reach their full potential and go home feeling good about what they’ve accomplished, is the best way to be successful, with money just being a natural byproduct of that.
He has committed his life to making a difference by focusing more on his service to people, being a great inspiration and influence towards his employees, clients and colleagues.
Connect with Sean Kouplen on LinkedIn: https://www.linkedin.com/in/seankouplen
Check out the books that he’s written and published: https://tinyurl.com/yasa4zfb
To learn more on how to build resilient wealth, download our free report 7 Steps to Building Resilient Wealth for Women
In this episode, we talk to Sherry Gamble Smith, the founder and CEO of WENet, a non-profit organization that helps to empower women. She is also the founding president of the Tulsa-Oklahoma Black Chamber of Commerce.
Working with an entire organization of dedicated individuals, Sherry is passionate about mentoring women of all ages, to motivate and empower them, helping them build their self-esteem in order to cope through different life challenges. This passion also exudes through other parts of her life as she runs an event planning company with two of her daughters.
Sherry tells us about her social contribution in Tulsa, the 1921 Greenwood Race Massacre that caused a devastating blow to the black community and its local economy, and how she, together with allies, continue to fight against racism, advocate fairness and work hand in hand in providing equal opportunities for her fellow African Americans.
For more information on the Black Wall Street Chamber of Commerce, visit bwschamber.com. To learn more about Sherry and the great work she is doing follow her on Facebook https://www.facebook.com/sherry.gamblesmith
In this episode, we talk to Rose Vitale, a business owner, and entrepreneur who has been building businesses for over 25 years. She started her journey with one store, that she ultimately grew into 15, having the #1 store in the region. Rose enjoys working with other business owners helping them to maximize their potential. Apart from being the host of the Women in Business Podcast, she and her team also recently developed an online investment resource called, the Female Investor Magazine.
Rose talks about her insights in running a successful business by learning from experiences, welcoming change, and being flexible when needed. She also shares her passion for helping out the less-fortunate by feeding the homeless and developing food projects in her local community. Aside from feeding the homeless, Rose is also very passionate about encouraging and mentoring women when it comes to entrepreneurship and investment.
If you’re interested in talking with Rose about her Female Investor Network, visit www.womeninbusinesspodcast.com, www.femaleinvestormagazine.com or email her at rose@womeninbusinesspodcast.com.