Julie Lam, Annie Dickerson, Susan Elliott
Life and Money Show
Are you ready to build true wealth for your family? Ready to put your money to work for you so that you can live life exactly as you've always wanted? Join Annie Dickerson, Susan Elliott, and Julie Lam – busy moms, passive income enthusiasts, and real estate investors – as they talk about everything from investing to financial freedom to parenting, traveling, creating a life by design, and everything in between. If you want to stop trading your time for money and focus on what really matters in life, this is the podcast for you.
Author
Julie Lam, Annie Dickerson, Susan Elliott
Category
Podcast website
Latest episode
Jan 16, 2025
Where to listen?
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Episodes
Is 2023 Still A Great Time to Invest in Multifamily Real Estate? 02.03.2023 34:07
Why cash flow from multifamily deals is gradually decreasing The value of reflecting and getting clear on your priorities 2 tips on investing in real estate and alternative assets Why investors need to shift mindsets in 2023 Important pieces of advice for every real estate investor The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intenti...
Everything Passive Investors Need to Know About Distributions and Asset Protection 23.02.2023 28:41
How full performance visibility relates to your return on investment How distributions work in a real estate syndication The importance of asking questions about your ROI Capital call: What it is, why it happens, and what to expect Reasons you should get to know the people you invest with The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and...
Recession-Proof Your Investments: Strategies for Surviving and Thriving During an Economic Downturn 16.02.2023 27:50
Recession: What it is and when does it occur What to expect when there is an economic downturn Consequences of a long-term recession in the real estate business The challenge in timing the market’s economic slowdown 6 stages of a recession you should know as an investor The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by...
Interest Rates on the Rise | Recession-Resistant Tips Investors Need to Know 10.02.2023 39:24
Why the Federal Reserve System increases interest rates and its consequences Tips for analyzing potential deals during periods of high-interest rates Ways to reduce the uncertainty associated with changing interest rates How to prepare for floating interest rates in volatile markets The impact and considerations for rising interest rates The Life & Money Show Spotlight: Your Life & Money: What i...
How to Build the Confidence for Passive Investing from Scratch 02.02.2023 30:15
Importance of understanding the process of passive investing Should you look at investment summaries or the housing market first? Why you shouldn’t let fear and failure get in the way of making investment decisions 3 things to remember before investing in a real estate syndication Reasons to invest with a trustworthy business partner The Life & Money Show Spotlight: Your Life & Money: What is on...
Crafting Personal Investment Goals for Lasting Success 26.01.2023 38:29
Reasons passive real estate investing is superior to other types of investment What mindset shift is needed to create passive income streams in real estate Challenges you may face when buying your first investment property Unique benefits of investing in syndications 7 “why’s” you need to answer before investing passively The Life & Money Show Spotlight: Your Life & Money: What is one thing you’...
A Purposeful Money Management Conversation with Allison Baggerly 19.01.2023 49:00
The value of intentional spending and budgeting in your life Investing: Reasons to start and the ways and resources to make it easier Why you need to know your finances and create a financial plan Significance of creating boundaries in your personal and professional life How creating a separate debit card manages your spending The Life & Money Show Spotlight: Your Life & Money: What is one thin...
How To Raise Kids with Millionaire Mindsets with Maya Corbic 12.01.2023 40:59
Strategies to pay off your debts faster How can couples work towards a common goal? The 2 layers of teaching the concept of money to kids Resources for kids and parents to learn financial literacy and investing Life’s daily non-negotiables and tips on automating your finances The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional l...
Redefining Life and Career Success in Pursuit of Happiness with Kris and Reka Kluver 05.01.2023 42:29
Living life on your terms: What it means and why it matters Powerful questions to help you realize your dreams Actionable steps to turn your dreams into goals The importance of having shared and personal goals as a couple 4 mindset shifts for achieving success The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?...
Unlocking Work-Life Balance Through Passive Real Estate Syndication with Susan Elliott 29.12.2022 25:54
Why financial anxiety persists despite having a stable job What is a river engineer? Non-performing notes: What they are and their advantages Practical tips for first-time real estate investors Pros and cons of real estate syndications Importance of daily meditation The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by des...
Refined Passive Income-Generating Ideas For Online Entrepreneurs with Pat Flynn and Matt Gartland 22.12.2022 49:07
The advantages of a visionary-integrator partnership in business The value of community-powered courses How Smart Passive Income guides people in their entrepreneurial growth Ways to earn actual passive income through your website Benefits of engaging in entrepreneurial spaces The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional...
Flexible Real Estate Financing and Capital Deployment with Matt Rodak 15.12.2022 40:56
H.U.S.T.L.E culture: What it is and its advantages to a team How does the Fund That Flip help businesses grow? Difference between a passive and an active investor’s risk-return profile Effects of the economic crisis on housing market demand 3 core benefits of investing in private money lending The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningfu...
Maximize Your Finances to Shred Debt Faster with Adam Carroll 08.12.2022 47:46
Why financial literacy should be taught in schools How to use Monopoly to teach your children about money? The Shred Method: What it is and how it works Impact of rising interest rates on investing and liquidity 3 steps to building your 10-year freedom plan The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design? O...
Doing Good and Making Money: How Purpose Drives A Business with Bessi Graham 01.12.2022 45:43
The importance of having a sustainable business model 2 things that highly influence your business and investment decisions How to start implementing changes in your company Why you shouldn’t follow a scarcity mindset Advice for businesses that’ll invest in social movements and campaigns The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and i...
Set Your Kids Up To Be Financially Responsible Adults with Bobbi Rebell 24.11.2022 47:28
The downsides of investing in stocks What is “Launching Financial Grownups” all about? Challenges and benefits of teaching kids financial literacy Co-op properties: What they are and how they operate Effective ways to teach your kids smart financial habits The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design? Othe...
Developing a Transformative Real Estate Mindset and Investment Philosophy with Saket Jain 17.11.2022 43:49
The importance of taking control in achieving financial security Possible outcomes of real estate investment speculation How to scale property investments from a negative cash flow Why you should develop your investment philosophy The risk you should take and avoid during market recessions Criteria and challenges to consider in real estate market deals The Life & Money Show Spotlight: Your Life...
Homeschooling: Prepare Your Children for Their Future 10.11.2022 47:05
Traditional school vs. homeschooling What is homeschooling? The untold story of the traditional educational system Ways to manage multiple homeschooling children How project-based homeschooling works Homeschool activities to teach your kids financial responsibility The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by des...
Developing a Money Mindset for Savvy Investing with Leisa Peterson 03.11.2022 39:04
External wealth building vs. internal development What to expect if a money-mindful approach is used? Meaningful conversations to improve people's financial plans How "The Mindful Millionaire" improves monetary success The reasons and solution to investor fear Importance of identifying your edge and taking risks The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doi...
Increasing Home Value and Transforming Your Home Selling Experience with Elisa Convington 27.10.2022 39:10
What happens during a real estate short sale? The advantages of using the HELOC strategy in real estate investing Why should you invest in property renovation How to spot a good real estate investment opportunity Ways to thrive in the real estate business amidst market fluctuation The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentio...
Capital Gains Tax Deferral through 1031 Exchange with Dave Foster 20.10.2022 50:14
How reverse 1031 exchange works What is the timing on 1031 exchange The ins and outs of 1031 exchange How the ‘Lazy 1031’ a powerful tax strategy Reverse exchange vs. regular 1031 exchange The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design? Other's Life and Money: What is one life or money hack that you can sh...
Note Fund Investing: A Great Way To Diversify Your Portfolio During A Market Shift with Dave Van Horn 13.10.2022 1:04:10
Note fund investing: How it works and what it offers Inflation's impact on real estate investment rates How to deal with rate hikes and high cap rates? Is investing in notes a good method to diversify your portfolio? Hard money loans vs. note funds The Life & Money Show Spotlight: Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design? Other's Life...
Strengthen Your Financial Security through Real Estate Investments with Andrew Luong 06.10.2022 44:08
Financial stressors that affect a child's upbringing Reasons why people want to be financially resilient How to expand your real estate financials Two compelling factors that drive investors to keep investing What prevents investors from starting their own businesses? Doorvest: What it is and how it helps in financial security The Life & Money Show Spotlight: Your Life & Money: What is one thi...
Multi-tenant Industrial: Build Your portfolio Around Diverse Tenant Base Investment with Kim Hopkins 22.09.2022 50:39
Multi-tenant industrial: what is it, and how can you profit from it How to find qualified tenants for your rental property? Pros of renting your property to small tenants The best asset management strategy to achieve your investment goals Is buying real estate truly going to give you time and money freedom? The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to liv...
Mindful Spending: A Way to Frugal Living With Jen Smith and Jill Sirianni 15.09.2022 55:19
Frugality: What it is and how it differ from cheapness How to live frugally and have a fulfilling life Establishing guilt-free value-based spending The value of self-compassion and self-awareness How thriftiness influence one's attitude toward personal finances The Life & Money Show Spotlight: Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?...
Leveraging Recession-Proof Real Estate Assets For Maximum Profitability With Paul Moore 08.09.2022 55:16
Basic commercial real estate knowledge that beginners should know Factors affecting property values and prices in different market conditions How to find lucrative real estate deals Mom-and-pop properties: What they are and how they impact the value of off-market deals Is multifamily still a wise investment for the coming years? The Life & Money Show Spotlight: Your Life & Money: What is one thi...
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