Episodes

For many new and even experienced investors, learning how to invest in alternative assets and build a diverse investment portfolio is a key tool for growing wealth. As a successful and experienced business owner and syndicator, founder and CEO of The Real Asset Investor Dave Zook has expanded his business and knowledge beyond traditional real estate investing. Since 2010, ventures in thousands of multi-family apartments, multiple large institutional grade self-storage facilities, and cleaner ene...

As investors, we ask ourselves many questions when we start out: Do I have the time to start investing? How much can I afford to spend on investments? Is this investment right for me? How do I find the right property? Am I ready? For Liz Faircloth and her husband, who are co-founders of The DeRosa Group located in Trenton, NJ, helping investors answer those questions and “transform their lives through real estate” by bringing properties to their highest and best use and promoting the core value ...

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 CamaPlan team as we break down what a self-directed IRA, types of accounts you can self-direct, and how they work. More From Cama Plan CamaPlan Website: https://www.camaplan.com/ More From Will Mucker: ...

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 leave certain issues vague or unaddressed, deliberately so in some cases in order get these approved or legislation passed, with an understanding that these issues will be resolved later. But don’t feel bad, eve...

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 self-directed IRA, have become a powerhouse of family investing values and performance. Hear his personal story and how he pioneered his success to discover how to follow in...

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 Strategic Investor Alliance, a weekly investment blogger on BiggerPockets.com, and a national speaker. But none of his success came overnight. His accomplished career and expertise have derived from over 30 years of resi...

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 also served as an officer in the U.S. Airforce, where he flew combat missions, managed hundreds of personnel and millions in military assets, and was a legislati...

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 has led over $100,000,000 in luxury residential and hospitality construction, served as president of a 400+ person hotel development and management company, and built nume...

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. As an established entrepreneur, Marc uses his innovative take on goal-setting and financial-planning tips to help others turn dreams into realities.... All while remaining an accomplished musician and family-man....

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? Find out how Carl Fischer went from launching rockets as an engineer at NASA to becoming a financial independence pioneer by teaching investors, financial advisors and investment providers the power of self-directed IRAs. Hear Carl’s story, get pro-t...

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 challenges of career, investing, entrepreneurism and raising a family. Discover the unique background of one of CamaPlan’s founders, Maggie Polisano, and learn from her tips to navigating real estate i...