The WEInvested Podcast

Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is available from book...

Brennan Schlagbaum is the Founder and CEO of BudgetDog , a financial literacy company that focuses on helping individuals achieve the financial freedom they deserve. Brennan has successfully achieved financial freedom by paying off over $300,000 in debt and building a successful financial education business. Brennan has been able to use his education and innovative approach to overcome several fin...

TAYLOR LOHT is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street’s major correction that year. In the time since he made the shift, Taylor has acquired, invested in, partnered on, or otherwise had a hand in over $250 million dollars in Multifamily & Self Storage Real Estate Investment Deals. Taylor began invest...

For over 40 years, DR. KUNI BEASLEY has been helping students reach their college goals. Since 2011,Dr. Beasley and his team have helped students earn over $300 million in scholarships and grants, with students admitted to the top institutions in the country to include the Ivy League (Harvard, Cornell, etc.), Service Academies (West Point, Annapolis, etc.), and Top Tier colleges (MIT, Stanford, Du...

Tim Lyons is the co-founder & managing partner of CitySide Capital LLC, a real estate syndication and investment company that focuses on commercial real estate assets that yield strong returns for investors. Tim is also a lieutenant in the New York City Fire Department (FDNY) where he has served for 17+ years. Before becoming a real estate investor he also worked part-time as an emergency room nur...

Dawn is the founder of “Productive PressureTM”, a philosophy and method that masterfully balances the drive for success with a safeguard against burnout. Her experiences in nurturing her veterinary practice, spearheading growth, fostering strategic alliances, and orchestrating its successful acquisition by a large aggregator, have fortified her with an understanding of the intricate dynamics of bu...

Since earning a bachelor’s degree in finance, cutting his teeth in the financial industry, and earning a master’s degree in environmental science and management, Owen’s been on a professional rampage, pushing complacency and bureaucracy aside and decarbonizing our economy at an impressive rate. As a Global Energy Manager for a Fortune 500 company for three years, Owen implemented $60 million of cl...

Jermane Cheathem is the founder of Creators Learn. He helps solopreneurs start & scale their own lending business using the system he created to close over $50 million in sales.

DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment strategies. He researched and discovered unique strategies, including the “Infinite Banking Concept,” which he uses by combining speci...

RJ Burr, 48, is a third generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, Mr. Burr funded his first partnership and never looked back. RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr....

After Graduating Arizona State University, Amanda Kay has spent the last 16 years helping Fortune 50 companies and individual investors meet their financial targets. She has managed nearly 1,000 client portfolios through operating her own branch as a Financial Advisor in Gilbert, AZ and working for a private investment oil and gas firm in Dallas, TX. After years of working with wealthy investors,...

Patrick Grimes is the founder and CEO of InvestOnMainStreet.com , a private equity firm that enhances busy professionals’ quality of life by providing tax-shielded and inflation-hedged passive investments in alternative investments. Since 2007, Patrick has purchased distressed real estate assets, renovating and stabilizing them for long-term cash flow. He has raised over $50M to acquire a $600M+ p...

Brad Barrett is a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets. With nearly 20 years in the financial services industry, he is passionate about finding new ways to educate investors. He Having the heart of a teacher, He shares his knowledge and experience through his weekly YouTube, Podcast and Radio Show, “Make Your Mon...

Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world. As the host of his popular podcast, The Practical Wealth Show, and in his in...

The stock market is an emotional rollercoaster. The difference between profit and loss comes down to your understanding of how to make logical and fast decisions based on constantly changing data. This is where Anmol Singh comes in. He was born in Delhi, India and grew up as a patient and persistent individual. After completing his high school education, he went to Brunel University London with th...

Bernadette Joy is a nationally recognized money coach who paid off $300,000 of debt in 3 years and built $1M of investments by 37 years old. She was named one of the top 25 new influential voices in money by NextAdvisor in Partnership with TIME magazine. Bernadette’s vision is to change the face of wealth in America. Her practical money tips have been featured on CNBC, MarketWatch, USA Today and T...

Melissa Widner is the CEO of Lighter Capital, the pioneer and leader in revenue-based financing for tech startups, founders, and companies. Seattle-based Lighter Capital is backed by National Australia Bank and Silicon Valley Bank as well as US VCs.  Previously, Melissa was the Managing Director of NAB Ventures, the VC arm of the National Australia Bank, and a General Partner at Seattle based SeaP...

Alex Sonkin is the founder of The Due Diligence (DDP) ProjectTM and The Virtual Family Office (VFO) HubTM, a revolutionary platform of vetted resources that supports hundreds of leading Tax-Focused CPA firms and the Family Offices around the country. Mr. Sonkin has authored a book, called “The Due Diligence ProjectTM” and has been published in “Money Matters-Volume #2”, both available on Amazon. A...

Songwriter. Ambassador. International Business

Sabrina is a 29 year old female entrepreneur in the real estate space that co-founded Techvestor, a short-term rental fund that raised $21m in the last 12 months. Before Techvestor, she worked at Apple in the engineering space as a project manager for the Airpods product line, while helping thousands of people in tech learn about real estate investing. Since 2021, she has flipped, designed, and fu...

Solomon Floyd is a Real Estate Developer, Investor and Equity Specialist, and Mentor and Economic Advisor. Solomon is the Principal of Reunion Investments, a boutique real estate investment firm with a focus on providing a strategic approach to buying property in tertiary and military markets across the United States. Investors can expect consistent returns provided by a secure tenant/buyer base.

Chris Malta has been a successful business owner for more than 47 years, starting at the age of 15. He’s spent more than 30 of those years in Ecommerce and online marketing. Chris developed the world’s most popular wholesale directory for online business owners, WorldwideBrands.com. He’s owned a wholesale supply company in western NY and built an Affiliate Program with over 27,000 members. Chris h...

Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 15 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of fin...

Simon Ree has worked as a professional in the financial markets since 1992, when he started his career as a futures broker. He loves studying the markets, trading the markets and he loves traders, too. During his 28 year career, Simon worked at Goldman Sachs where he founded and headed-up the Markets Desk in Sydney. He subsequently held senior positions at Citibank in Singapore. During this time,...

Eric Miller has had over 20,000 conversations with practice owners over the last 13+ years regarding personal and business financial success. In addition, he has published countless articles and videos on various topics to educate owners on how to manage their personal and business finances, and just in the last year has spoken at over 50 live and virtual events nationwide. Eric is the Co-Owner of...