Invest and Roam with Dear Ngo

In this episode of Invest & Roam with Dear Ngo, real estate investors Jenn & Joe Delle Fave from Creative Finance Playbook break down how they scaled their portfolio without relying on banks, perfect credit, or large down payments — and how beginners can start doing the same. If you’ve ever felt stuck waiting to qualify for traditional loans or saving for a 20% down payment, this conversat...

In this episode, Lila Kaplan shares how she legally made $400,000 tax-free on a single property, transitioned from Wall Street into large-scale real estate investing, and now owns 445 doors across five states. She explains why spouses in high-income households may be the biggest untapped wealth-building asset and how strategic real estate investing can dramatically reduce taxes while accelerating...

In this episode, we sit down with Bitcoin educator Myles Dhillon to discuss why bitcoin today is still missing from most portfolios and whether traditional investing advice is failing modern investors. Myles shares his journey and why he believes Bitcoin offers a path to financial freedom, emphasizing financial education and personal growth. We also cover the impact of inflation on purchasing powe...

Burnout is not the cost of success — it’s a systems problem. In this episode of Invest & Roam , Dear Ngo talks with Amanda Fornelli , real estate investor and founder of The Systems Academy , about how she escaped 80-hour workweeks, constant Airbnb interruptions, and business burnout by building systems that scale. You’ll learn: Why burnout is a signal to change your business What SOPs actuall...

Today’s episode is a masterclass in designing a life that feels like freedom. I’m joined by Sarah Weaver — real estate investor, author, international speaker, and full-time world traveler. Sarah owns 20 rentals across four states (including 11 furnished mid-term rentals), runs three successful companies, and still makes time to hop on African safaris, climb Kilimanjaro, and lead international inv...

Ever wondered how to start investing in multifamily without a pile of cash? Or why raising capital feels awkward — and how to make it effortless? In this episode, Dear Ngo talks with Eric Nelson , founder of Wild Oak Capital , who scaled from single-family rentals to over 1,000 multifamily units and now lives abroad in Spain with his family. Eric breaks down how syndications actually work, why any...

What if Rich Dad, Poor Dad was written for women? In this episode of Invest & Roam , Dear Ngo sits down with Liz Faircloth , co-founder of The Real Estate InvestHER , to talk about why women still fear investing , how to build wealth confidently , and what it really takes to own your power without burning out . From her background in social work to building a multi-million-dollar real estate p...

In this eye-opening episode of Invest & Roam, Adrian Rae, creative strategist and founder of HeyRaise Creative, breaks down how the wealthy quietly build generational wealth using a strategy most people have never heard of: the Infinite Banking Concept. Adrian shares how she uses whole life insurance to help people fund their freedom—without depending on traditional banks. She breaks down how...

In this inspiring episode of Invest & Roam, Dear Ngo sits down with powerhouse real estate developer, capital raiser, and coach Marci Surfas. After launching her real estate career later in life, Marci built a multi-million-dollar portfolio of luxury flips and student housing — while helping others do the same through her coaching programs. Mindset, deals, and the capital-raising playbook that...

Dawn Matze is a general contractor, value-add investor, and author of Nailed It! Reach Financial Freedom Faster Through Value-Add Investing . Dawn helps women investors master renovations, structure deals, and create wealth through real estate. We dig into the gritty side of investing — what can go wrong, how to protect yourself, and why renovations are the fastest way to scale your wealth if you...

What if the retirement system you’ve been told to rely on is actually designed to keep you broke? Kaaren Hall , founder of uDirect IRA Services and author of the book, “Self-Directed IRA Investing: A BiggerPockets Guide” has empowered investors to unlock billions in retirement dollars to build real wealth outside of Wall Street . We uncover how self-directed IRAs let you invest in real estate, pri...

In this episode of Invest & Roam , I sit down with Marielle Walter (@powerhousewomenrei), a powerhouse investor who transitioned from the nonprofit world into real estate to create greater impact. Marielle opens up about her journey from house hacking to international investing in Portugal , her mission to empower women in real estate , and why she believes resilience and diversification are t...

In this episode of Invest & Roam , I sit down with Uzma Abdullah — a life coach and real estate investor who traded corporate success for a purpose-driven life. Uzma opens up about her personal transformation, sharing how she broke free from burnout and began aligning her daily actions with her true self. Here’s what we cover: How to identify when “success” is actually leaving you stuck or unf...

In this controversial and eye-opening episode of Invest & Roam , I sit down with Frank Rolfe , co-founder of Mobile Home University and the 5th largest mobile home park owner in America. Known as the Godfather of Mobile Home Park Investing , there is a long list of mobile home operators today that credit Frank for their success and their beginning at his bootcamp. Frank reveals why this misund...

In this episode of Invest & Roam , I sit down with Rhonda Khan — speaker, public speaking coach, speech therapist, performer, mom, and founder of Simply Speech Solutions. Featured in Forbes and trusted by leaders and companies for over 8 years, Rhonda has a gift for helping people communicate with confidence, clarity, and authenticity. We break down her entrepreneurial journey, the mindset shi...

In this episode of Invest & Roam, I sit down with Jaina Pallasigui, real estate investor and expert travel hacker who redeems over $50,000 in luxury travel every year—without breaking a sweat. Jaina shares how she transformed her real estate renovation expenses into first-class flights, five-star hotels, and unforgettable trips to Turkey, Milan, and beyond. We dive into her investment strategy...

🎧 Episode Summary: In this episode of Invest & Roam, I sit down with Lauren Wells , Co-founder and Chief Strategy Officer at 7E Investments, who went from a career in tech to becoming a force in the world of mortgage note investing. We dive deep into this alternative investment vehicle and how it can complement or even replace traditional real estate strategies. Here’s what you’ll learn: ✅ T...

“I never want to have to ask for a day off from work again”. - Vivian Yip. Vivian Yip embodies the theme of our podcast, “Invest & Roam”. She left her corporate career at Apple to build a midterm rental empire and is designing the life that she loves. She’s battled corporate burnout, financial hurdles, but through hard work she has built a mid-term rental empire, has been featured on Bloomberg...

Want to build wealth through real estate and pay zero in taxes — legally? In this episode of Invest & Roam , host Dear Ngo sits down with tax strategist Carlos Gonzales of US Tax Advisors Group to break down how savvy investors eliminate their tax bills using legal strategies your average CPA doesn’t talk about. If you are scaling a rental portfolio, investing passively in syndications, or jug...

What if your income vanished tomorrow? Would your family be protected? In this episode of Invest & Roam , host Dear Ngo sits down with legacy architect and wealth warrior Catherine Bell to uncover how to build seven streams of passive income that shield your finances from life’s toughest curveballs — the 5 D’s : Death, Divorce, Downsizing, Diagnosis, and being Dumped. Catherine shares the mind...

In this episode, Dear Ngo sits down with Bethany LaFlam — attorney, investor, and author of The Power of OPE — to unravel the powerful concept of leveraging “Other People’s Everything.” From building a seven-figure law firm to buying a boutique hotel in Belize, Bethany shares how she ditched hustle culture and rewrote the rules of scaling. If you’re tired of burnout, questioning the grind, or wond...

In this episode of Invest & Roam , Keeley Hubbard shares how she pivoted from a high-level corporate sales career to managing a 1,000-acre vineyard syndication, raising $29 million, and building long-term passive income — all while doing business with heart and authenticity. Here’s what we explore: How Keeley raised millions without being “salesy” Why Texas vineyards are exploding — and how to...

Welcome to Invest & Roam — the podcast where real estate meets freedom. Hosted by Dear Ngo, this show dives into wealth-building strategies, passive income, and investing smart so you can live life on your terms. If you're craving cash flow, adventure, and the mindset to make it happen, you're in the right place. Subscribe now and start building a life you don’t need a vacation from. Watch Now...

Multifamily, Mom guilt, and a 500-mile bike ride in a typhoon. — Anita Wong is a woman redefining what’s possible for women in real estate. She is a multifamily real estate investor, founder of Give Rise Capital , and creator of SARE Ladies (Subtle Asian Real Estate) — a global network of over 24,000 Asian American real estate investors. Anita shares how she closed her first 76-unit multifamily de...