Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.  Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.  Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch.  Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach. Now, seminars, classes, and success and accountability programs are all ways Heather and Secured Investment Corp are ensuring that their clients earn all their money back (and then some). What You Will Learn: Who is Heather Dreves? Why Real Estate Funds are one of the best alternative investments you can make? Heather shares a beginners’ guide to first lien position notes and how to invest in them. What is the future of residential real estate markets? How to invest through self-directed IRA’s and 401k’s? How can anyone invest in Real Estate without The Real Estate Hassle? Heather shares how she can be contacted. Additional Resources from Heather Dreves: Websites: https://securedinvestmentcorp.com/ Phone: +1 (208) 451-7836 Email: hdreves@securedinvestmentcorp.com LinkedIn: https://www.linkedin.com/in/heather-dreves-6204a242/ Facebook: https://www.facebook.com/SecuredInvestmentCorp 

Real Estate Investing For Professional Men & Women

Episode 114: Building Powerful Alliances, with Heather Dreves

Adam Gilbert is an entrepreneur who began his career as a civil litigation attorney but quickly found his passion for real estate. As President of The Firm Commercial, Adam leads a team of agents specializing in commercial real estate sales, leasing, land acquisition, development, government relations, and value-added entitlement deals. As Co-Owner and Operator of Gilbert Avriette Vacation Rentals, Inc., Adam managed 35+ vacation rentals concurrently throughout the Coachella Valley. Gilbert Avriette Vacation Rentals was acquired by Turnkey Vacation Rentals in June 2018.  Adam is also an investor and consultant advising on development projects related to land acquisition, entitlement, and build-out. His personal successes include the rezoning of an entire city block to produce a better and higher use for a property, the purchase and revitalization of the iconic Bump and Grind Plaza on Highway 111 in Palm Desert, and is currently working on a number of value add deals including another zone change project, a hospitality deal, and a drive thru entitlement project.  In his personal life, Adam is married to Palm Springs Mayor Christy Gilbert Holstege, and they recently welcomed their first child, Aden. Additionally, Adam currently serves as the immediate Past President of the Board of Directors for the Palm Springs Boys and Girls Club and is an active member of Entrepreneurs’ Organization – Inland Empire. What You Will Learn: Who is Adam Gilbert? How did he start his real estate company? Adam shares how to use zoning to create value. What is zoning? How to structure deals to give you the most flexibility? Adam shares how to balance risk tolerance and investor protection. How to consider geography in investing in a property? Adam gives advice for those who want to do real estate investing. What are the ways to build and sustain an entrepreneurial investor mindset? Adam shares how he can be contacted. Additional Resources from Adam Gilbert: Websites: https://www.thefirmcommercial.com/ Phone: +1 (760) 408-8874  Email: adam@thefirmcommercial.com LinkedIn: https://www.linkedin.com/in/amgilbert Facebook: https://www.facebook.com/AdamGilbertESQ/ Twitter: https://twitter.com/AdamGilbert13 Instagram: https://www.instagram.com/adamgilbert13/ Youtube: https://www.youtube.com/channel/UCTD2vJFDrxty2i42z10Gagw 

Episode 113: Creating Better Value Through Zoning, with Adam Gilbert

After experiencing a traumatic experience in Las Vegas, I moved to Canada and with no family or friend sphere, I was able to build an amazing real estate career by leveraging the power of community. Creating community is my superpower. Through this, I have created a career that has had longevity and a great return in revenue. Not only am I an award-winning Woman in Real Estate, I've won numerous awards for Civil and community support. This has all originated from my role as the community expert. Over my sales career, I've completed approximately 1800 transactions and had 30,000 lbs of food raised for the local food bank through my 21 years of supporting local community events. I am energetic, focused, and open to new experiences and business ideas. Sharing insight and actionable steps to help others on their path is my why. Engaging the audience so they feel it was time well spent is my mission. What You Will Learn: Who is Kim Hayden? How did she start her business? Kim shares the things where she is really good at. How did she become a community expert? What are the things she learns from her experience? Kim introduces the Resilient Series and shares its goal. How many properties she was able to afford? Kim shares how to start if anyone wants to start investing. Does she work a lot with people around the world? Kim introduces their published book. What are the key lessons she might share with anyone in getting started in investing? Kim shares how he can be contacted. Additional Resources from Kim Hayden: Websites: https://www.resilientseries.club/ Phone: +1 (403) 891-4732 Email: hello@resilientseries.com LinkedIn: https://www.linkedin.com/in/kim-hayden-74a203181/ Facebook: https://www.facebook.com/KimHayden01 Instagram: https://www.instagram.com/resilientseries/ Youtube: https://www.youtube.com/channel/UCyZ3Q76cgJvA51ZMoxkNIdw 

Episode 112: Reaching the Highest Level of Success, with Kim Hayden

Sanjay Hegde is Founder and President of Blue Ring Investors LLC, a company formed to pool investors’ funds to purchase high-performing multifamily, senior and student housing properties in U.S. emerging markets.  His background in sales and marketing enabled Sanjay to help propel a friend’s dental practice to greater success while providing him an in-depth knowledge of the financial challenges and issues faced by busy medical professionals aiming to grow their retirement portfolios more efficiently. Sanjay realized that passively investing in real estate could provide a powerful solution to their problem, prompting the creation of Blue Ring Investors LLC to educate them and help them make smart investments to meet their ultimate long-term financial needs.  For the past 15+ years as a top-level corporate executive operating in highly competitive environments, Sanjay has consistently provided leadership to drive multimillion-dollar revenue growth through innovation, cost-effective operations and cultivation of strong business alliances.  With a formal education in pharmacy and dental marketing consultant, Sanjay understands the goals, needs and challenges of the medical professionals he works with and is dedicated to providing solutions and strategies meeting their unique situations. What You Will Learn: Who is Sanjay N Hegde? What makes him decide to get into investing? Sanjay introduces his company, Blue Ring Investors. What Makes Multifamily Housing, Senior Residential Facilities, and Student Housing Such Great Investments? Why is it best to be part of investment syndication rather than investing alone? Sanjay shares the secret to locating emerging markets. Why can creating passive income be the key to retiring early and spending time with family? How do they negotiate and get the best deals? Sanjay shares how he can be contacted. Additional Resources from Sanjay N Hegde: Websites: https://blueringinvestors.com/ Phone: +1 (828) 391-4805 Email: Sanjay@BlueRingInvestors.com LinkedIn: https://www.linkedin.com/in/sanjay72/ Facebook: https://www.facebook.com/Blueringinvestors Twitter: https://twitter.com/blueringinvest Instagram: https://www.instagram.com/blueringinvestors/ Youtube: https://www.youtube.com/channel/UCDw7c2ToFHYkYvhyMwk_tjQ 

Episode 111: Building Passive Wealth Through Investing, with Sanjay N Hegde

Andrew “Andy” R. Cagnetta, Jr., is the CEO and Manager of Transworld® Business Advisors. Andy is a leader in the business brokerage industry and the South Florida business community. Since 1997, he has served as President of Transworld Business Brokers, a business brokerage in Fort Lauderdale, Florida, where he has overseen the sale of thousands of businesses. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, small business sales and franchising.  Andy is no doubt the go to expert when it comes to business sales, valuation and negotiations, but what makes him truly unique is his passion to help as many people as possible live the American dream by owning a business. He genuinely seeks to support all people that are looking to buy or sell their business; he knows the potential setbacks and strives to make the process attainable by anyone and everyone. Andy has taught his self-authored negotiations, valuation and business sale classes to associations, construction companies, media sales teams, government agencies, high school & university students. As an active member of the community, Andy has served on the board of BBX Capital (public company) and numerous non-profit organizations including the United Way, LifeNet4Families, Junior Achievement, and The Clery Center. His signature charity event “Andy’s Family Pasta Dinner” is in its 19th year and has raised over $1,900,000. He is father What You Will Learn: Who is Andrew Cagnetta? When did he start buying businesses? What is The Ultimate Buyer’s Playbook for 2021? Andrew shares that 2021 is a great time to buy a business. How to avail of The Ultimate Buyer’s Playbook for 2021? What are Minority Business and Business Acquisitions? Andrews believes in Doing well by doing good.  How to evaluate a business and improve it? What are the opportunities the economic crisis brings to the business world? Andrew explains that financing is an option for buying a business. How to negotiate the best price for your business? Andrew shares how he can be contacted. Additional Resources from Andrew Cagnetta: Websites: https://thedealboardpodcast.com/ Phone: +1 (954) 478-4308 Email: ac@tworld.com LinkedIn: https://www.linkedin.com/in/acagnetta/ Facebook: https://www.facebook.com/transworldbusinessadvisors Twitter: https://twitter.com/tworldbusiness Youtube: https://www.youtube.com/channel/UCwQMKGgBRwujx6yMCcC3VAw 

Episode 110: Buying and Selling Business, with Andrew Cagnetta

Students in all fifty states have long regarded the training, systems and forms created by Louis Brown as the best in the industry, across Canada and ten foreign countries including as far away as Australia and New Zealand. Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1977. He’s invested in Single-family homes, apartments, hotels, developed subdivisions and built and renovated homes and apartments. Each of these experiences has given him a proving ground for the most cutting edge concepts in the real estate investment industry today. He’s widely known as a creative financing genius with his deal structuring concepts. Being a teacher at heart he enjoys sharing his discoveries with others. He has served the industry in many volunteer positions such as past President and designated lifetime member of the Georgia real estate investor association, the world's largest investor group with over 3,200 members. He was also founding President of the National Real Estate Investors Association, which serves as the umbrella association of local investor groups. Husband, Father, Author, Lecturer, Inventor, Investor, Builder, Designer and real estate expert are all descriptions of this exciting trainer. What You Will Learn: Who is Lou Brown? How was he able to buy his own house? How did he start in the Real Estate Business? Lou shares how they set their mission? What is the program “The Path to Ownership”? How long does it take to build up a credit report to purchase a property? Lou shares how they can level up one’s credit report. What is the ultimate exit strategy of a landlord? What are the membership plans they are offering? Lou remembers Ronald Reagan’s presidency. What is the reason why they build up their program? Lou shares how he can be contacted. Additional Resources from Lou Brown: Websites: https://landlordreliefpkg.com/ Phone: +1 (678) 938-4470 Email: streetsmartlou@louisbrown.com LinkedIn: https://www.linkedin.com/in/streetsmartinvestor/ Facebook: https://www.facebook.com/StreetSmartInvestor Twitter: https://twitter.com/CAHProviders Instagram: https://www.instagram.com/loubrown4860/ Youtube: https://www.youtube.com/user/StreetSmartInvestor 

Episode 109: The Path of Home Ownership, with Lou Brown

Brynson Smith is the Director of Franchise Sales for UBreakiFix. Brynson is a sales and franchise consultant with a strong background in helping entrepreneurs break into the world of franchising, as well as helping established franchise owners diversify their portfolio. His most recent venture is working as the Director of Franchise Sales for uBreakiFix, an electronic device repair franchise. What You Will Learn: Who is Brynson Smith? What is his company working with? What are some of the reasons why someone would want to franchise? What are the key benefits of franchising? What is Franchising? Brynson shares that the Wealthy make their money in two ways. What are the benefits a franchiser gets? Which type of industry is best to franchise? Is timing a factor in Franchising? What are the steps to franchise? Who are the people who can help in franchising? Brynson shares how he can be contacted. Additional Resources from Joe Evangelisti: Websites: https://www.ubreakifix.com/ Cell Phone: +1 (407) 712 - 3334  Email: b.smith@ubreakifix.com LinkedIn: https://www.linkedin.com/in/brynson-smith/ Facebook: https://www.facebook.com/ubreakifix Twitter: https://www.twitter.com/ubreakifix Instagram: https://www.instagram.com/ubreakifix Youtube: https://www.youtube.com/user/ubreakifixco   

Episode 108: Benefits of Franchising, with Brynson Smith

Joe Evangelisti is a high-performance coach with over 5,000 hours of coaching experience under his belt. His mission is to assist real estate investors, entrepreneurs, and business professionals in exercising their true power and finding their hidden potential to achieve more success, wealth, and freedom than they ever thought possible. Joe creates life-changing transformation by providing clients with the tools and strategies needed to create unstoppable momentum and breakthrough obstacles. He’s helped hundreds of business owners to build better teams and cross the 7, 8, and 9 figure mark. In addition to his private coaching practice, Joe serves as the CEO of three 7 and 8 figure companies, and his real estate portfolio includes single-family, multi-family, self-storage, and cold storage. Prior to building his business and real estate empire, Joe served in the military as a Builder in the US Navy Seabees. He holds Letters of Commendation from the US Navy and The White House, a Letter of Appreciation from President Clinton, and numerous service medals. Joe lives with his wife Ashley and their 2 girls in beautiful Haddonfield, New Jersey. What You Will Learn: Who is Joe Evangelisti? What was his job before being involved in Real Estate Business? What is storage? Joe shares his experience in building a business that actually fits his lifestyle. How to make a transition to more effective and easier business practices? Joe shares his superman story. What does Joe do when he reaches his breaking point? What are the five roads to victory? Joe give some suggestions in maintaining the culture as the business grows Some tactics on how to be successful. How to overcome fear? How did the best sports teams in the world win? What is the time control thing? What is course correction? How important is finding a mentor or coach? Joe shares how he can be contacted. Additional Resources from Joe Evangelisti: Websites: http://elevatewithjoe.com/ Cell Phone: +1 (609) 346-4610 LinkedIn: https://www.linkedin.com/in/jevangelisti Facebook: https://www.facebook.com/jevangelisti Twitter: https://twitter.com/theflipking Instagram: https://www.instagram.com/joeevangelistidotcom/ Youtube: https://www.youtube.com/channel/UCSNOU3X4aPg-qEpQDJ5oN9w 

Episode 107: Life-Changing Transformation, with Joe Evangelisti

Originally from Mexico, Gus is a former Microsoft Senior Engineer turned Real Estate Agent turned Inside Sales guru. He runs one of the largest Inside Sales teams for Real Estate in North America, PowerISA that is 100 Agents strong making about 50K outbound dials a day and setting leads for Real Estate. He runs a 7-figure a year business and has over 600+ active clients. He is very passionate about helping business owners be successful through online marketing and leads follow-up and conversion. What You Will Learn: Who is Gustavo Munoz Castro? How did he become an entrepreneur from being a software engineer? Who are agents? What does ISA mean? How do agents use Facebook as a marketing medium? What do buyers want? How do ISA agents work for an investor? What are the areas they are focused on? Gustavo shares how ISA works for retirement homes. What are the different campaigns an ISA uses? What is Cold Calling Prospecting? When is the right time for an agent to consider being an ISA? Gustavo shares what is the best seller lead gen. When is the time to hire an ISA? Why would an investor get an ISA? Gustavo shares how he can be contacted. Additional Resources from Gustavo Munoz Castro: Websites: https://facebook.com/groups/PowerISAMastermind Cell Phone: +1 (425) 765-7491 LinkedIn: https://www.linkedin.com/in/gustavomc/ Facebook: https://www.facebook.com/gustavo.munoz.castro/ Twitter: https://twitter.com/GustavoMuozCas1 Youtube: https://www.youtube.com/channel/UCX2eP2C3vz-SMec26FgaSpA 

Episode 106: Be A Successful ISA, with Gustavo Munoz Castro

  Cameron Christiansen is co-founder of Infinite Wealth Consultants in Las Vegas, Nevada. He has been helping clients implement strategies to build wealth and create passive income without the risk of Wall Street for over 10 years. He and his business partner, Anthony Faso, CPA work almost exclusively with Real Estate Investors and Entrepreneurs. They have created several resources for this community    Cameron Christiansen moved to Las Vegas 17 years ago and he immediately started a small business.He was influenced by the book he read by Nelson Nash. He started sharing with other business owners what he knew and then people were starting to ask for advice. He became an advisor in the industry for 11 years now. He then met Anthony, and just a couple of years ago, they partnered in Infinite Wealth Consultants.   Anthony Faso served in the US armed forces and a self-portrayed, recuperating CPA. He has been a CPA for more than 20 years. Sooner or later, he is tested to discover something other than what's expected until he reads the two significant books that altered his viewpoints, Rich Dad, Poor Dad, and Becoming Your Own Banker by Nelson Nash. He joined both of these books into his monetary prompting practice and CPA firm. He then, at that point understood that he can't be a handyman, expert of none. He needed to be a specialist in one region. So he sold his firm and has been an Infinite Wealth Consultant full time from that point onward.    What You Will Learn: Who are Cameron Christiansen and Anthony J. Faso CPA? How did he get into the business? What makes Cameron and Anthony put up a business? What are the top three things they discovered in Financial Planning? How to create a passive income? What are the processes wealthy people follow on creating wealth? Cameron and Anthony share their philosophy of purchasing real estate. How does buying a home differ from buying an investment property? What are the tax advantages of real estate? What are the other benefits of purchasing an insurance policy? Cameron and Anthony share how they can be contacted. Additional Resources from Cameron Christiansen and Anthony J. Faso CPA Cell Phone: +1 702-850-8100 Website: https://infinitewealthconsultants.com/ Email: info@infinitewealthcourse.com LinkedIn: https://www.linkedin.com/in/cameronlchristiansen/ Facebook: https://www.facebook.com/infinitewealthconsultants  Instagram: https://www.instagram.com/infinitewealthconsultants/ Youtube: https://www.youtube.com/channel/UCbtEcy_8F_ad7LPSXXAuBEw 

Episode 105: Building Wealth Beyond Wall Street, with Cameron Christiansen and Anthony J. Faso CPA

Mark Willis, CFP® is a man on a mission to help you think diﬀerently about your money, your economy and your future.   Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a ﬁnancial ﬁrm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of ﬁnancing, and create tax-free income in retirement.   What You Will Learn: Who is Mark Willis? How many years has he been working now as a Financial Planner? How to leverage a whole life insurance policy? What are the two major components of the financial world? Mark shares what are the types of contracts. What are the living benefits of life insurance? Marks defines Bank on Yourself type whole life insurance. What is the Single Premium type of policy? Believes that to think like a banker is really where profit starts. Mark introduces the book Debt: The First 5000 Years. Who is the biggest beneficiary of a policy? Mark shares how he can be contacted. Additional Resources from Mark Willis: Website: https://lakegrowth.com/ and https://nyafinancialpodcast.com/ Cell Phone: 1-800-962-9141 Email: hello@lakegrowth.com LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Facebook: https://www.facebook.com/lakegrowth Twitter: https://twitter.com/LakeGrowth Youtube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ 

Episode 104: Financial Advice from Certified Financial Planner, with Mark Willis

Founder Jamie Bateman has been an active real estate investor since 2010. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 40 notes with principal balances in excess of $1.7M across 12 states. Jamie manages several small businesses and a multi-state rental portfolio worth over $2M. He has hands-on experience overseeing construction projects and managing properties. Jamie also has work experience in both the title and mortgage industries, having worked for years as a real-estate settlement officer, notary, and mortgage funding manager. Jamie served as a Captain in the United States Army, has held numerous leadership roles professionally, and maintains a high-level security clearance with the U.S. Department of Defense.  Jamie values integrity, consistency, and transparency. He takes pride in assisting those who are motivated to incorporate non-traditional investing strategies into their wealth-building plan. He also recognizes that sometimes homeowners come across challenging circumstances that necessitate creative solutions to help them stay in their homes. Jamie loves to spend time with his family. A former collegiate lacrosse player, he also enjoys learning, leadership, faith, fitness, bourbon, fantasy football, and coaching youth lacrosse.   What You Will Learn: Who is Jamie Batema? How does he start investing? Jamie defines what notes are. What are the benefits of notes? When did he start studying notes investing? Is he able to identify and buy notes in other states? Is geography a big factor in buying notes? Judicial vs. nonjudicial can play a large role in purchasing notes. Jamie shares some advice to those who are new in note investing. Which one should a new note investor choose between judicial and nonjudicial? What are the tools a note investor uses? Jamie introduces Dave Van Horn who is a note investor too. What are the mechanics of purchasing notes? Jamie shares how he can be contacted. Additional Resources from Jamie Bateman: Website: www.labradorlending.com Cell Phone: 1-4106988207 Email: batemanjames@labradorlending.com LinkedIn: https://www.linkedin.com/in/jamie-bateman-5359a811/ Facebook: https://www.facebook.com/batemanjames Twitter: https://twitter.com/batemanjames Youtube: https://www.youtube.com/channel/UChYrpCUlqFYLy4HngRrmU9Q 

Episode 103: The Power of Note Investing, with Jamie Bateman

As founder of Think Big Marketing, Bryan strives to help small to mid-sized businesses keep up with their competitors through creative, customized SEO & social media services. The world of internet marketing is growing and changing so fast that very few can keep up. They dedicate their efforts to not only offering their services to help businesses keep up with this ever-changing industry, but to also teach others what they have learned so they too can grow and learn how their business can adapt to this rapidly changing market.   What You Will Learn: Who is Bryan Driscoll? How he helps investors on the marketing side? Bryan shares how he started in digital marketing. Different ways of digital marketing. What are the factors to consider in doing digital marketing? Bryan shares how digital marketing works and what strategy to do depending on the line of the business. How much to spend on Google Pay Per Click? How does Facebook work as a medium of marketing? What does Bryan do to keep going after failure? Believes every time you fail you learn from it. Persistent and consistent is the key to success. Bryan shares what are his methods in planning? How he achieves his goal? How Bryan keeps his sanity. What does he do with extra leads that don’t have the capacity to invest? Bryan Driscoll shares how he can be contacted. Additional Resources from Bryan Driscoll: Website: https://motivated-leads.com/ Cell Phone: 1-4124009861 Email: info@motivated-leads.com LinkedIn: https://www.linkedin.com/in/bryan-driscoll-seo-real-estate-expert/ Facebook: https://www.facebook.com/motivatedlead Twitter: https://twitter.com/motivated_leads 

Episode 102: Generate Motivated Leads Through Digital Marketing, with Bryan Driscoll

With over a decade of experience as a real estate investor and financial planner, Daniel Johnson found that there was very little unbiased financial planning advice for real estate investors and business owners. His answer to this need was starting RE|Focus Financial Planning. The opportunity to help individuals and families make sense of their financial situation and plan for the future is a responsibility Daniel enjoys and takes very seriously. Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial working with over 140 different households. However, Daniel’s overwhelming desire for more independence and the pull towards entrepreneurship led him to create RE|Focus where he helps individuals that have grown wealth through alternative assets like small businesses, real estate, and cryptocurrency. Daniel holds a BS from UNC Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA), and he owns and manages 8 investment properties. Some of these properties are short-term Airbnb rentals, and some are located near hospitals and marketed toward travel nurses. Daniel and his wife Sarah love living in Winston Salem, NC, with their three boys. They are active in their church and the community.   What You Will Learn: Who is Daniel Johnson? What are the things he learned from working with different households? What makes him decide to put up his own Registered Investment Advisory Firm? How does Daniel see the financial planning industry? Daniel shares his history of working with real estate investors. What is AUM? How Daniel approaches his clients and helps them with their finances. How a financial planner can help an investor in reaching his goal. What are financial planning blindspots that real estate investors need to look out for? Why fee-only/fixed-fee planning is beneficial to real estate investors? Daniel shares his thoughts on Short Term Rentals/Nurse Housing as an investing strategy. Does geography play an important factor in financial planning? Daniel shares how he can be contacted. Additional Resources from Daniel Johnson: Website: https://www.refocusfp.com/ Cell Phone: +1 (828) 333-8175 Email: daniel@refocusfp.com LinkedIn: https://www.linkedin.com/in/danieljohnsoniii/ Facebook: https://www.facebook.com/REFocusFP Twitter: https://twitter.com/dcjohnsoniii 

Episode 101: Focus on Financial Planning, with Daniel Johnson

Sean Adams spent the first 12 years of his career owning multiple small businesses. During that time, he felt overwhelming stress stemming from the government and banks having control over his income. The money he earned always seemed to be held captive in savings and retirement accounts that were illiquid and offered little growth. Fast forward a few years to Sean selling his businesses and becoming a full-time sales professional. He found himself making great commissions but again having no idea where to safely stick his earnings. Sean consumed hundreds of books, interviews, and courses to learn as much as he could about finance. He discovered the ultra-rich had insider knowledge about protecting and growing wealth, and he made it his mission to distill down these secrets and make sure everyone had access to them. The most influential concept he discovered was the strategy of leveraging cash value life insurance as a savings asset, an approach that offers the liquidity, hedges against market volatility, and provides a safe, guaranteed return.  Sean’s life insurance policies became a saving grace for him. Because of his success, he became obsessed with sharing this strategy. Sean grew Leveraged Life Management from a strong desire to help professionals escape uncertainty and adopt a strategy that gives them the safety and protection they need. What You Will Learn: Who is Sean Adams? What is his first business at a very young age? Sean shares how he started his business. How he keeps himself well-knowledge about finance? What is 5 Leverage of Wealth? Why life insurance is a useful place to haven for cash and keep safe? How a life insurance work to protect yourself, your family, and your legacy? What is cash value? Sean defines guaranteed growth. What is the big benefit of Life insurance. Does age really matter in protecting yourself, your family, and your legacy? Sean shares how he can be contacted. Additional Resources from Sean Adams: Websites: https://www.leveraged-life.com/; https://keap.app/booking/leveragedlifemanagement/intro-discovery-call (free no-obligation 1-hour consultation); and https://9ctemve6.pages.infusionsoft.net/ (free ebook) Cell Phone: 1-856-803-0616 Email: sean@leveraged-life.com LinkedIn: https://www.linkedin.com/in/leveraged-life/ Facebook: https://www.facebook.com/LeveragedLifeManagement/ Instagram: https://www.instagram.com/leveragedlifemgmt/ Youtube: https://www.youtube.com/channel/UCrhkJD8ucOvmHbdXf5T2dxA 

Episode 100: Leverage your Wealth Account, with Sean Adams

The podcast that guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.