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The Road to Financial Freedom

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.

Recent Episodes

Dec. 4, 2023

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 i…
Nov. 13, 2023

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 ov…
Nov. 6, 2023

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…
Oct. 30, 2023

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 commerc…
Oct. 3, 2023

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…
Sept. 25, 2023

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 succe…

About the Hosts

CamaPlanProfile Photo

CamaPlan

Presented by

For Investors, by Investors…
What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence…
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.

CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.

As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metals, real estate, mortgage notes, hedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.

Michael DuncanProfile Photo

Michael Duncan

Host

Hey everyone! I'm Michael Duncan, Host of "The Road to Financial Freedom". My goal with this podcast is to learn as much as I can about achieving financial freedom, and helping listeners do the same. I hope to find the most interesting and informative guests I can and help you all understand how they got to where they are now, while you learn how to do the same. I hope you enjoy listening and learning with me!