Dealmaker Diaries Podcast

Fred is a note investor and a best selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. In the note industry, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred is an advocate for spreading awareness about self directed investing and enjoys teaching investors how to accelerate their financial growth using self directed investment vehicles such as self-directed IRA’s and self-directed HSA’s.

In 2002, Mark started Members 1st Federal Credit Union’s business lending program as “one person and a desk” with no policies, products, staff, systems, or business members. That program grew to be one of the top ten in the nation.

In 2012, he took on the challenge of being the CEO of a business lending CUSO. Mark was the fifth CEO in five years for the organization, which lost money every month of its existence. Since joining MBFS, Mark increased the number of credit unions the CUSO services by over 8x, grew the revenue by , and 10x, and ensured positive cash flow every full year he’s been at the CUSO. More importantly, MBFS has helped countless credit union members gain the financing they need for business and investment needs.

Mark is a native of Berwick, PA in northeast Pennsylvania, where he was a member of his high school’s nationally ranked and state championship football team. After high school, Mark hung up his cleats to work for the Penn State Nittany Lions full-time as a student assistant while attending Penn State as an undergrad. During this time Penn State transitioned to the Big Ten and culminated in Penn State’s first Big Ten Championship and a trip to the Rose Bowl. Mark remains an avid Penn State supporter. Today Mark lives in Bucks County, PA outside of Doylestown with his wife and two teenagers.

Dave Wolcott started his career by serving the country as a Captain in the

Dr. Eric Francom attended dental school in the inaugural class of  Midwestern University. After dental school, Eric owned and operated  four dental practices- three he started from scratch- and sold them to a  private equity group.  

After increasing his net worth four times since the sale of his practice,  and increasing his passive income from $7k to over six-figures per  month, Eric wanted to share his knowledge and teach others how  to do the same. He now manages his wealth and investments in  commercial real estate, private equity, and VC funds. Eric also coaches  and guides his clients to achieve complete financial freedom through  passive investments with “Infinite Freedom”, his private-coaching and  Mastermind platform at www.EricFrancom.com. He connects members  to high-performing investments and coaches them on passive income to  facilitate a dream lifestyle. 

Eric served in the US Army National Guard for  10 years and proudly serves as a mentor to the Harvard Business School.

Ever since I graduating from college and begining his corporate working life Harold quickly realized that "If you're not building your own business, you are building someone else's business" and that all he ever wanted to be was an entrepreneur.  Harold's passion and business are to help individuals and families start and build their business/es, plan, protect, business succession, and retirement planning.   Harold has 20+ years in the real estate brokerage and financial services industries including customer service, sales, investing, and lending. His specialties include analyze business profit and loss, balance sheets, credit reporting, asset management, and asset divesting. Additionally, he work with small business owners on employee benefits selection and implementation.

Joey Mure is Co-Founder and Partner at Wealth Without Wall Street, an  online community that seeks to re-educate business owners & families  on how money truly works. Wall Street is not just a street in NY, NY that  puts Americans’ money at risk but it is also a commonly taught mindset.  Wealth Without Wall Street exists to help people who WANT to become  Financially Free, without ever having to invest through Wall Street or  becoming debt free.

In this episode we covered:

• What is Investor DNA and Why You Should Only Invest When  Following Yours 

• Debt Freedom does not equal Financial Freedom 

• 401(k)’s are the Worst Vehicles for Financial Freedom. 

• Is Infinite Banking a Scam? Cash Is King but Needs a New Throne.  What is the Biggest Obstacle to Financial Freedom? 

• How Did You Grow Your Passive Income from $2500 per month to  over $50k per month in two years?

Paul Neal is the founder and Principal Funding Strategist at Vantage  Point Commercial Capital, which focuses on helping entrepreneurs  and real estate investors win by funding their growth and dreams in  non-traditional ways.  

In this episode we covered:  

• Why you need a lending partner on your team 

• Why the bank is not your friend 

• How to get the capital you need to grow 

• Understanding The Three Legs of the lending stool 

• How to buy out your partner  

• Why The Entrepreneur is the Hope of the World 

• How and why to own the building you rent, and for less than you’d  think

Today’s guest, Curtis May, is the host of The Practical Wealth Show Podcast and  the creator and owner of Practical Wealth Advisors. Curtis has been planning  for individuals for more than 35 years, and he is passionate about helping his  clients save money and live the very best life they can right now. The primary  focus of his financial planning firm is to help individuals and families become  financially free by following the principles of wealth creation that have endured  for centuries around the world. 

Topics discussed in the episode:

• Tell Your Money Where To Go Instead of Asking Where It Went Principle  Based Planning 

• The difference between the accumulation theory and the velocity of  money strategy 

• The 5 Principles of Personal Finance • How privatized banking can create more velocity 

• What is a wealth coordination account? 

• The 4 components of the ideal financial plan 

• The 4 rules of traditional banks and Wall Street and why they work  against you 

• What are the 3 Rules of investing?