The Road to Financial Freedom
Welcome to The Road to Financial Freedom, CamaPlan’s Premiere Podcast! In each episode, you will learn from successful self-directed investors and the people creating wealth-generating investment opportunities for them. Hear their stories, strategies, tactics, and life lessons that shaped their success to build the knowledge they need to achieve financial freedom. Throughout this series, guests share incredible stories and strategies that include but are not limited to: Self-Directed IRAs, Roth IRAs, real estate, notes, investor hospitality, hard money loans, family investing, multi-family, self-storage, investment funds, Fair Market Values, asset protection, funding purchases, mineral and land rights, and tax liens.
Episodes
108 episodes
S3, E40: People Over Profit, with Jay Newman
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 t...
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Season 3
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Episode 40
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54:31
S3, E39: From Teacher to Private Money Lender, with Heather Dreves
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 Fu...
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Season 3
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Episode 39
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30:57
S3, E38: Foreign Currency Trading, with Kevin Jefferson
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...
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Season 3
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Episode 38
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32:30
S3, E37: Clarity in Leadership, with Margie Oleson
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...
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Season 3
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Episode 37
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32:36
S3, E36: Bite-Sized, with Noah Miller
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 ...
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Season 3
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Episode 36
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34:26
S3, E35: Single Tenant Commercial Real Estate, with Solomon Thomas
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 comple...
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Season 3
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Episode 35
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34:26
S3, E34: Circuit City's Return, with Ronny Shmoel
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. Ronn...
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Season 3
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Episode 34
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42:38
S3, E33: The Value of Due Diligence, with Peter Powers
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...
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Season 3
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Episode 33
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36:18
S3, E32: Childless Wealth, with Jay Zigmont
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 auth...
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Season 3
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Episode 32
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33:15
S3, E31: Oil and Gas Mineral Rights, with Troy Eckard
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 ove...
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Season 3
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Episode 31
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35:19
S3, E30: Skin in the Game, with Suraj Jagannathan
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/Hil...
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Season 3
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Episode 30
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31:16
S3, E29: The Death of Common Sense, with Adonis Lockett
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 co...
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Season 3
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Episode 29
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35:25
S3, E28: Tax Deeds, Tax Liens, and Everything In-Between, with Jackie Jackson
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 Gen...
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Season 3
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Episode 28
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36:52
S3, E27: A New Look at Single Family Real Estate, with Ty Lee
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 desig...
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Season 3
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Episode 27
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29:50
S3, E26: The Power of Believing, with Nelson Chu
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 fin...
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Season 3
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Episode 26
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36:01
S3, E25: Profit First, with Rocky Lalvani
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 t...
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Season 3
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Episode 25
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31:24
S3, E24: Finding your Niche with John Ross
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 Plannin...
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Season 3
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Episode 24
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36:59
S3, E23: From Banking to Being the Bank, with Jamie Shulman
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 busin...
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Season 3
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Episode 23
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30:01
S3, E22: Quitting Before it Was Cool, with Spencer Hilligoss
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 gi...
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Season 3
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Episode 22
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34:50
S3, E21: Failing Forward, with Nathan Payne
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 Off...
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Season 3
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Episode 21
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33:10
S3, E20: Free from Tenants, Toilets and Trash with Scott Meyers
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 h...
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Season 3
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Episode 20
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34:09
S3, E19: How Parkinson's Changed Her World with Valerie Shirah
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. Thankf...
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Season 3
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Episode 19
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33:07
S3, E18: The Shred Method with Adam Carroll
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 effo...
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Season 3
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Episode 18
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41:21
S3, E17: Surviving Self Storage with Travis Baucom
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 ...
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Season 3
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Episode 17
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36:43
S3, E16: Money Made Easy with Allison Baggerly (Part 2)
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 ...
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Season 3
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Episode 16
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32:19