The Road to Financial Freedom

Today's guest, Jay Newman, left the tech world to advance holistic approaches to health and healing and is now busy influencing the use of wealth for doing good while spreading highly advanced antimicrobial ionic silver for immune support. He tells us about why academia wasn't right for him, his connection to Steve Jobs, and much more. To hear more about Jay and his story, please make su...

Today's guest, Heather Dreves, is an author, speaker and 15+ year private money veteran, as Secured Investment Corp's Fund Manager. Heather has sold more than $100 million in Trust Deed Mortgages and raised over 30 million in Debt and Equity Funds. She talks about her move from teacher to passive investor and helping others do the same. To hear more about Heather and their story, please...

Today's guest, Kevin Jefferson, is a graduate of the United States Military Academy at West Point and has served as a Field Artillery officer with rapid deployment units worldwide. He has been a financial professional for over 20 years, and has created a trading course that has positioned several of his students to replace their six-figure work incomes and significantly reduce their work hour...

Today's guest, Margie Oleson, is an executive coach and leadership / team development expert with a doctorate in Organization Development. She delivers her coaching with practical strategies and actions for leaders and their leadership teams to build the right foundation for teamwork and productivity. Margie developed Top Team Accelerator, which helps senior leaders and their leadership teams...

Today's guest, Noah Miller, is the Founder and President of Royal Palm Funding, a private lender focused on short-term bridge loans in the sub $5MM space. Royal Palm Funding has a nationwide footprint with a focus on commercial real estate and single-family investment properties.  For more than a decade, Miller has been involved in all aspects of the commercial real estate investment lifecycl...

Today's guest, Solomon Thomas, is an expert in consulting across multiple industries in business development, marketing, and client retention. He has extensive experience in leading high-performance teams in robust solutions selling with complex, enterprise-level solutions as well as being experienced in workflow facility moves, and processes from billing to business modeling, identifying bus...

Today's guest, Ronny Shmoel, is a serial entrepreneur with a track record of multiple successful exits. He has been in the eCommerce and marketplace industry for over 20 years and has transformed struggling brands into successful ventures. Ronny's last eCommerce venture became one of the "Top 500 Internet companies in the US" for several consecutive years. He is widely respecte...

Today's guest, Peter Powers, is the Co-Founder of SP Venture Partners, where he is primarily responsible for developing and maintaining relationships with owner/operators and family offices as well as leading the asset management team. Prior to founding SP Venture Partners, Peter led the real estate platforms for his family’s investment office, MPI Family Office.  As head of MPI’s real estate...

Today's guest, Jay Zigmont, is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealth” as well as the co-host of the Childfree Wealth podcast. To hear more about Jay and their story, please m...

Today's guest, Troy Eckard, is the CEO of Eckard Enterprises, comes with 37 years of expertise and is a foremost authority on oil and gas direct ownership investing.   As of this recording, he and his 1,200 partners have co-invested in over 5,000 oil and gas producing wells, valued at just under $600M. He is not only a wealth of knowledge and successful investor, but he's a devoted famil...

Today's guest, Suraj Jagannathan, has served as a Strategic Partner at Trinity Investors since 2019. He is a 13-year veteran of Wall Street, trading institutional Mortgage-Backed Securities. He spent 8 years as a Vice President at Southwest/Hilltop Securities, then another 5 years as Managing Director at a boutique broker-dealer in New York. To hear more about Suraj and their story, please ma...

Today's guest, Adonis Lockett, is an engineer turned Business Owner, transitioning 10 years of corporate experience to founding Lockett-N-Homes, LNH Capital, & myRE360. He is the owner of a Debt fund, principal of a private money lending company, and an active Real estate investor. To hear more about Adonis and their story, please make sure to tune into this week's episode of The Roa...

Today's guest, Jackie Jackson, is a featured TEDx Speaker, author, and the #1 Real Estate Coach and Investor specializing in the Tax Lien & Tax Deed Investment Strategy for the entire United States. Jackie is the founder of the Tax Deed Genius Real Estate Investor Training Program and Tax Deed Genius Nationwide App, connecting to over 8,000 auctions across America. In Jackie’s training pr...

Today's guest, Ty Lee, is the Managing Director of Common Ground Capital Fund 2, LLC, where he brings over 19 years of architectural, construction and development experience to the organization. He is best known for creating award winning design, minimizing costs and maximizing operational efficiencies within real estate. Ty’s background in architecture and real estate development provides a...

Today's guest, Nelson Chu, is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. He was first inspired to transform and modernize the private credit industry after working at several global financial institutions where he witnessed multiple inefficiencies. Wanting to address the lack of standardization, lack of transparency and limited access...

Today's guest, Rocky Lalvani , started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial an...

Today's guest, John Ross , is the co-Founder and Senior Partner for Ross & Shoalmire, P.L.L.C. which was started with two laptop computers, a small table, and a singular goal to be the best resource in the community for Estate Planning, Elder Law, and Asset Protection. Since graduating from law school, John has had a distinguished legal career handling sophisticated matters for a wide ran...

Today's guest, Jamie Shulman , is the co-Founder and Fund Manager for Meriwether Group Capital. He started Meriwether Group Capital after 27 years in commercial banking, and focuses on providing growth capital to growing, profitable businesses. When he left to form his own company, he underestimated just what the need for his business would be. To hear more about Jamie and his story, please m...

Today's guest, Spencer Hilligoss , is a passive investor who has deployed 7-figures of his own capital into passive investments in the past 6 years. In 2019, he retired from a 13-year career in Silicon Valley tech companies in order to give full focus to serving fellow investors in Madison Investing - a club where passive investors gain access to the same types of niche investment opportuniti...

Today's guest, Nathan Payne , worked in door-to-door sales after college before getting into real estate. With no prior experience in real estate, he decided to learn by failing his way forward and 5 years later, he is the co-owner of Offer On Homes, his real estate investing company, and Investor Thrive, a coaching company dedicated to helping wholesalers and real estate investors acquire mo...

Today's guest, Scott Meyers , began his career in real estate before switching to a business "free from tenants, toilets, and trash!" Self-storage proved to be exactly what Scott was looking for, giving him more freedom and control over his investments. This also allowed Scott and his family to begin giving back through the building of houses in the Dominican Republic. To hear more...

Today's guest, Valerie Shirah , had her entire outlook on life change when her 35-year-old husband was diagnosed with Parkinson's disease. They quickly needed to figure out how they would support their family without his W2 income. Thankfully, this led them to investing, virtual assistants, and much more. To hear more about Valerie Shirah and her story, please make sure to tune into this...

Today's guest, Adam Carroll , has been on a journey that includes playing monopoly with his kids for thousands of dollars, reading 120 books in two years, and a viral TED Talk. He's spent the past decade studying human behavior in an effort to understand how and why we handle money the way we do. To hear more about Adam Carroll and his story, please make sure to tune into this week'...

Today's guest, Travis Baucom , started his journey by investing in housing, before reaching a point of no return. He decided to completely change lanes and get into the world of self storage. He found this to be much more manageable, and allowed him to spend more time with his family. To hear more about Travis Baucom and his story, please make sure to tune into this week's episode of The...

Today's guest, Allison Baggerly , is a recently published author following the release of her book "Money Made Easy", where she details the solution for budgeting, changing your money mindset, and reaching your financial goals. She talks about the changes she has had to make in her life, from childhood to parenthood, to land where she is today. To hear more about Allison Baggerly an...