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Aug. 4, 2020

E10: Making Self-Directed Investing Easy with CamaPlan’s William Muck…

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 li...

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July 28, 2020

E9: 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, man...

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July 21, 2020

E8: 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...

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July 14, 2020

E7: 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 ...

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July 7, 2020

E6: 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 not...

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June 20, 2020

E4: 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 ...

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June 13, 2020

E3: 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...

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June 6, 2020

E2: 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 …

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June 6, 2020

E1: 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...

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