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 Linkedin: https://www.linkedin.com/in/moneywithmission   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: “The only thing holding founders back from success is funding.” - 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: [email protected] 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 is 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 - 01:50] Intro [01:50 - 03:45] Early Money Trauma [03:46 - 05:00] Snapping Into Financial Awareness [05:01 - 14:58] Unpacking Family Money Beliefs [14:59 - 19:50] Aligning Values and Passion with Money [19:51 - 25:50] Operating from Heartfelt Values [25:51 - 29:27] 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

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. You continue seeking growth and progress while at peace with your current state. This mindset fuels personal development and 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

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 su*cide. The alarming su*cide 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 are 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 ripple 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. 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   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. Latifa Quinta 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 [email protected].  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  

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 [email protected] 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 Facebook LinkedIn Instagram 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: [email protected]

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 Twitter LinkedIn Facebook

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 https://www.facebook.com/sonya.rocvil

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: - Angel's Linkedin: https://www.linkedin.com/in/angel-williams-re/ - Her Facebook Community: https://www.facebook.com/groups/REIRocksCommunity/ - TAP Website: www.theacademypresents.com - Lorren Capital website: www.lorrencapital.com

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 [email protected] 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 - [email protected]

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 [email protected] [email protected] 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 [email protected]. 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: [email protected] 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 [email protected]. 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 [email protected]. 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 [email protected] 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 [email protected]. 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  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 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 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  Look at some short term rentals and start a direct to seller campaign       [22:13 - 34:09]   Become Financially Secure Communication and network are critical in real estate People should take action and start doing something small  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  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 LGTBQ+ activist Pediatrician Her mission is to end suicide Coaching and speaking to entrepreneurs  When Dr. Lulu had clear what her mission was 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 Gender fluidity is a whole spectrum   It’s not only about having a child, it’s about raising it   Social impact is bigger than just the investment 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  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   Dr. Lulu’s outlook about treating the trauma associated with being that person that is leading to suicide Trauma-informed care and education Children need one single trusted adult The importance of raising and saving a child What parents should take into account to support their children Ask your children how they are feeling 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  Positively support your LGTBQ+ children Her coming book!   Queer Faqs   How to connect with Dr. Lulu and her work 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.

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 [email protected] 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

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

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 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

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

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

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

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

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

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

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   

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

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 [email protected].