Episodes

The Road To Financial Freedom

Episode 10 – Breaking Down the Basics of Self-Directed Investing with CamaPlan’s William

Most income-earners in the country aren’t aware of the self-directed option for a number of reasons. Brokers and custodians don’t always fully understand or even offer self-direction, and even if they do, it’s often from a limited menu of investment options. In this week’s episode, learn from the …

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The Road To Financial Freedom

Episode 9 – Understanding Tax Law Changes with Carl Fischer, CISP

2020 has been a confusing year on so many levels.  In their efforts to help businesses and taxpayers cope with economic disruptions, Congress and the IRS have passed a veritable blizzard of new rules and deadline changes, many of them affecting retirement savings.  Some of the new rules …

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The Road To Financial Freedom

Episode 8 – Family Investing Values With Lou Polisano

As an investor, Lou Polisano’s an entrepreneur, company builder, and natural promoter.  Since the sale of his consulting firm, he has transitioned into managing his and his family’s investments full-time.  A specialist in big data, analytics, and financial performance, he and his wife, Maggie Polisano, co-founder of CamaPlan …

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The Road To Financial Freedom

Episode 7 – Life Lessons for an Investor With Dave Van Horn

Dave Van Horn has raised over $200 million dollars for both notes and commercial real estate. He is President and CEO of PPR Note Co., a holding company that manages several funds for buying, selling, and holding residential mortgages. He is also a co-founder and board member of …

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The Road To Financial Freedom

Episode 6 – Piloting Success: Buying and Selling Notes with Ralph Marshall

In addition to operating planes for several major United States airlines, Ralph Marshall actively operates in the field of alternative investments. Marshall has over 20 years’ experience in buying and selling thousands of notes secured by real estate, private lending, private placements, trusts, and self-directed retirement accounts. He …

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The Road To Financial Freedom

Episode 5 – Lending a Hand to Ensure Success with Bill Fairman and Wendy Sweet

The ever-changing financial landscape of real estate led brother and sister Bill Fairman and Wendy Sweet to abandon conventional lending as we know it and co-founded Carolina Hard Money, a hard money lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders …

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The Road To Financial Freedom

Episode 4 – Fun & Profitable: Hospitality for All with Melanie & Josh McCallen

Josh McCallen got his start in the hospitality industry at age 14 washing dishes. Now, he is a nationally recognized hospitality executive, conference speaker, innovator, builder & investor for the development of exceptional resort properties and growing world-class operational teams. Over the course of 20+ years, Mr. McCallen …

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The Road To Financial Freedom

Episode 3 – Fine-Tuning Your Financial Goals with Marc J. Bernstein

When Marc J. Bernstein wrote his book, The Fiscal Therapy Solution 1.0: A Six-Step Process to Financial Health (For You and Your Business), he was not only laying out a step-by-step guide to transforming finances, but he was paving the way for readers to unlock their financial freedom. …

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The Road To Financial Freedom

Episode 2 – From Rocket Science to Entrepreneurial Success With Carl Fischer

With our first paychecks, many of us are shocked by the difference between what we are paid and what we receive after taxes. How can we keep more of what we earn? How can we use it to get beyond the 9-5 job and achieve true financial independence? …

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The Road To Financial Freedom

Episode 1 – A Woman’s Guide To Financial Independence With Maggie Polisano

Women are taking more control over their financial futures. More experienced cohorts are becoming more active in planning for financial independence, and there is no such thing as too late to start. Here’s an opportunity to hear lessons learned from someone who has navigated and succeeded at the …

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