Investing With Purpose

In this episode of the Investing with Purpose podcast, host Steve Libman and IWP guest, longtime friend Aaron Fisher discuss their journey in real estate investing, the importance of mentorship, and the purpose behind their entrepreneurial endeavors. They explore various investment strategies, the significance of giving back, and how personal experiences shape their views on success and lifestyle choices. The conversation emphasizes the value of collaboration, creativity in accessing capital, and the importance of adapting to new challenges in both business and life.

Takeaways

Aaron Fisher shares his background as an attorney and entrepreneur.

The importance of leveraging capital creatively in real estate investing.

Perception in real estate investing should be based on market data, not personal opinion.

Hiring experts allows entrepreneurs to focus on their strengths.

The transition from active income to passive income is crucial for financial freedom.

Mentorship plays a significant role in personal and professional growth.

Understanding the purpose behind investments can lead to a more fulfilling life.

The balance between work and lifestyle is essential for happiness.

Giving back to the community can be a rewarding experience.

Recognizing when to adapt and change is key to continued success.

Chapters

00:00 Introduction to the Podcast and Guests

01:44 Background of Aaron Fisher and His Journey

06:09 New Chapter 2

10:52 Investment Philosophy and Early Experiences

19:51 Current Investment Strategies and Diversification

21:30 Navigating Career Transitions and Investments

24:02 The Importance of Giving Back

29:08 Mentorship and Career Growth

36:23 Defining Personal Success and Purpose

42:07 Balancing Lifestyle and Entrepreneurship

About Aaron Fischer

Aaron Fisher is an attorney turned entrepreneur and real estate investor with a passion for mentorship and building wealth with intention. With a background in law and a mindset rooted in growth, Aaron has dedicated his career to helping others . His journey reflects a commitment to collaboration, community impact, and designing a life and business that align with deeper purpose.

Connect with Aaron Fischer

Aaron Fischer LinkedIn

asflegalservices.com/ (Company)

datadoghq.com/ (Company)

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/iwp-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club

Disclaimer

The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.

In this episode of the Investing with Purpose podcast Colonel Anne Martin, USMC (Ret.) shares her remarkable journey from military service to organic farming and now to real estate. She discusses her investment strategies, the importance of aligning investments with personal values, and the legacy she hopes to leave for her children. Anne emphasizes the significance of community support in real estate and the benefits of being a real estate professional. The conversation concludes with rapid-fire questions that highlight her insights and aspirations.

Chapters

00:00 Introduction to Anne Martin's Journey

03:16 Military Service and Transition to Real Estate

05:51 Investing Strategies and Lessons Learned

08:47 The Power of VA Loans and TSP

11:19 Investing with Purpose and Community Impact

14:09 Aligning Investments with Values

17:01 Legacy and Teaching Financial Responsibility

20:32 Mindset Shift on Wealth and Materialism

23:31 Building Relationships and Community in Investing

25:42 Understanding Real Estate Professional Status

29:05 Creating an Investor Group for Beginners

32:52 Advice for Aspiring Faith-Driven Investors

Resources Mentioned

28:02 ⁠www.youtube.com/@InvestingwithPurpose⁠

32:46 The Millionaire Real Estate Investor by Jay Papasan

About Anne Martin

Anne Martin is a licensed Realtor® with Keller Williams in Carmel, CA, bringing decades of leadership and organizational excellence from her 27-year career in the U.S. Marine Corps. Retiring as a Colonel in 2016, she led major initiatives, including the integration of women into ground combat roles as Branch Head of Manpower, Plans & Policy.

A Vancouver, WA native and Stanford University graduate in Human Biology, Anne also holds associate degrees in Korean and Japanese from the Defense Language Institute and is a graduate of Japan’s National Institute for Defense Studies. Her military career spanned deployments to Somalia, Iraq, and Afghanistan, where she played a critical role in advancing surveillance capabilities. Her service earned her honors including the Defense Superior Service Medal, Legion of Merit, and Bronze Star.

After the military, Anne founded an organic farm business and launched a veteran farming program still active across New England. In California, she established the state chapter of the Farmer Veteran Coalition. Anne is also deeply rooted in her community—she co-hosts the Monterey Bay Investor Network, serves as a Court-Appointed Special Advocate (CASA) for foster children, sits on the Toys for Tots Foundation board, and is active in the Rotary Club of Pacific Grove.

Now based in Carmel, Anne combines her strategic mindset, passion for service, and real estate expertise to help clients navigate the market with precision and integrity.

Connect with Anne Martin 

Anne Martin, Realtor®

Keller Williams Coastal Estates

Carmel, CA

831-204-2189

[email protected]

DRE#02248356

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/iwp-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club

Disclaimer

The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.

What if your investments could do more than generate wealth—what if they could change lives? 

In this episode of the Investing with Purpose podcast, Steven Libman sits down with Kathryn Eads to explore how faith-driven investing has shaped her financial journey. Kathryn shares how tithing, real estate investing, and a deep commitment to community impact have helped her build a purpose-driven business. From early mistakes to transformational wins, she discusses the lessons learned along the way and how aligning faith with finance can create lasting change.

Key Takeaways

• Kathryn's upbringing in a faith-driven family shaped her views on money.

• Tithing has been a crucial part of her financial journey.

• Investing in real estate started with her father's influence.

• Community transformation is a key goal in her investments.

• Purpose-driven business can coexist with financial success.

• Mistakes in tenant selection taught her valuable lessons.

• Investments can serve as a tool for community impact.

• Faith and finance can align for greater good.

• Legacy building is a priority for Kathryn and her family.

• Surrounding oneself with like-minded investors is essential for growth.

  
  

Chapters

00:00 Introduction to Kathryn Eads

03:55 The Influence of Faith on Wealth and Investing

07:48 Kathryn’s Early Investing Journey

10:39 Transformative Experiences in Real Estate

14:18 Intersection of Faith and Community Investment

16:52 Lessons Learned in Investing

22:24 Celebrating Community and Local Events

23:25 Lessons from Tenant Management

25:04 Purpose-Driven Investing: Beyond Profit

27:31 The Impact of Generosity and Community Support

31:03 Building a Legacy Through Investments

32:42 The Power of Community and Like-Minded Investors

36:30 Rapid Fire Insights and Closing Thoughts

About Kathryn Eads

Kathryn Eads and her husband, Brad, are faith-driven investors committed to transforming communities through real estate. After seeking God’s purpose for their lives, they founded Be the Church, a marketplace ministry focused on revitalizing their small town by purchasing and renovating buildings to meet community needs. Their efforts have brought housing, employment, and essential services to the area, including partnerships that support women overcoming addiction. Kathryn and Brad continue to grow their impact through purpose-driven investments, leveraging real estate to fund Kingdom work and inspire others to invest with intention.

Connect with Kathryn Eads

Email: [email protected]

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to ⁠⁠IHG Investor Club⁠⁠ to learn more!

🎧Listen to our podcast: ⁠⁠https://bit.ly/iwp-podcast⁠⁠

🤝Connect with Steven: ⁠⁠https://bit.ly/steven-libman⁠⁠

💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club

Disclaimer

The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.

What made Laura and Paul Kirshbom pivot from traditional investments to private real estate—and why do they believe it’s the key to their financial future?

In this episode of the Investing with Purpose podcast, hosts Steven Libman, Laura, and Paul Kirshbom share their journey from traditional investing to private real estate, highlighting lessons learned and the values driving their decisions. They discuss the importance of tenant relationships, mentorship, transparency, and generational wealth planning in building a successful portfolio. The episode wraps up with rapid-fire questions on legacy, future aspirations, and their vision for long-term financial growth.

Key Takeaways

• 1. Laura and Paul transitioned from traditional investing to real estate for diversification.

  2. Their first real estate investment was a learning experience filled with mistakes.

  3. Core family values guide their investment decisions and financial education for their children.

  4. Transparency and trust are vital in choosing investment partners.

  5. They believe in giving back and thinking of others in their investment strategies.

  6. Setting children up for success involves teaching them about financial responsibility.

  7. Creating a legacy involves planning for future generations and their financial education.

     
     

Keywords

Investing, real estate, alternative investments, family values, mentorship, generational wealth, transparency, tenant relationships, financial education, community

Chapters

00:00 Introduction to Laura and Paul Kirshbom

02:04 Background and Career Paths

03:16 Transitioning to Real Estate Investing

05:55 Lessons from Early Investment Mistakes

08:13 Core Values and Family Investments

10:09 Choosing Principles Over Profit

11:52 Managing Properties and Tenant Relationships

12:59 Advice for New Real Estate Investors

15:14 Mentorship and Community in Investing

17:39 The Importance of Transparency in Investment

20:12 Community-Centric Investment Strategies

22:34 Investing with Purpose: A Holistic Approach

25:17 Legacy Wealth and Generational Planning

29:26 Learning from Investment Mistakes

35:56 Dream Investments and Future Aspirations

About Laura and Paul Kirshbom

Laura and Paul Kirshbom, a retired pediatric cardiac surgeon and a former PA in cardiac surgery, turned to real estate investing as a way to build generational wealth and create a lasting impact. Since 2019, they have managed single-family properties and, in 2021, joined Integrity Holdings Group, where they found a like-minded community focused on purposeful investing.

Beyond real estate, they are deeply committed to service—Laura volunteers with hospice patients alongside her therapy dog, Lily, and they are developing their 50-acre farm in Waynesville, NC. With a focus on transparency, mentorship, and legacy-building, they continue to invest with purpose, helping others create meaningful financial and personal impact.

Connect with Laura and Paul

[email protected]

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to ⁠⁠IHG Investor Club⁠⁠ to learn more!

🎧Listen to our podcast: ⁠⁠https://bit.ly/iwp-podcast⁠⁠

🤝Connect with Steven: ⁠⁠https://bit.ly/steven-libman⁠⁠

💰 Start investing with purpose: https://www.investingwithpurpose.org/investors-club

Disclaimer

The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.

In this episode, we dive deep into purposeful investments with Joey Mure and Russ Morgan of Wealth Without Wall Street. Join us as Steven shares why aligning your investments with your core values is essential.

Key takeaways to listen for

Resources mentioned in this episode

Discover how to turn your active income into passive income by visiting https://go.wealthwithoutwallstreet.com/pios.

Learn how close you are to achieving financial freedom by taking the Financial Freedom analyzer at https://go.wealthwithoutwallstreet.com/quiz.

About Joey Mure and Russ Morgan

Russ Morgan is the co-founder and partner of Wealth Without Wall Street, known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. Russ started IBC in 2009 and eventually went on to found Wealth Without Wall Street in 2015.

Joey Mure is also a co-founder and partner at Wealth Without Wall Street, bringing impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, a devoted husband, and a faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission.

Connect with Joey and Russ

Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/iwp-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://bit.ly/integrityhg

Explore the distinctive factors that set us apart from other investment companies as we tackle our investment ethos and approach, prioritizing investors' interests and capital preservation.

Key takeaways to listen for

Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/iwp-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://bit.ly/integrityhg

Listen to today’s episode and discover why you should explore alternative investment opportunities outside the stock market, such as real estate.

Key takeaways to listen for

Resources mentioned in this episode

Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/iwp-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://bit.ly/integrityhg

Discover how real estate investing provides a pathway to financial autonomy, aligning with the concepts of liberty, opportunity, and prosperity enshrined in the nation's founding documents.

Key takeaways to listen for

Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/iwp-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://bit.ly/integrityhg

Hop in to discover the differences between financial advisors and registered investment advisors and why these discrepancies matter when it comes to fiduciary responsibilities.

Key takeaways to listen for

Resources mentioned in this episode

Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to ⁠IHG Investor Club⁠ to learn more!

🎧Listen to our podcast: ⁠https://bit.ly/iwp-podcast⁠

🤝Connect with Steven: ⁠https://bit.ly/steven-libman⁠

💰 Start investing with purpose: ⁠https://bit.ly/integrityhg⁠

Discover how key performance indicators (KPIs) help us measure the success of various aspects of our business by tuning in today's episode!

Key takeaways to listen for

Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!

To learn more about real estate investing, visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

Connect with Us

Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to IHG Investor Club to learn more!

🎧Listen to our podcast: https://bit.ly/ffws-podcast

🤝Connect with Steven: https://bit.ly/steven-libman

💰 Start investing with purpose: https://bit.ly/integrityhg