Al Gordon and Jeff discuss Jeff’s transition from traditional investments to real estate starting with cashing in his $20,000 retirement account to investing in his first property. That initial investment generated steady cash flow and unexpected equity gains, proving far more rewarding than his previous 401k. Encouraged by the results, he acquired a second property, further increasing his passive income and providing more financial stability than his job ever could. This experience opened his eyes to the power of real estate in building wealth and securing his future.
 

Del Walmsley interviews Jeff Havis from Temple, Texas, a newcomer to real estate investing. Jeff had long been interested in real estate but felt financially trapped in his 9-to-5 job, comparing it to crabs pulling each other back into the pot. With encouragement from his wife, he overcame his hesitation after joining Lifestyles Unlimited and purchased his first rental property in Houston. Now actively expanding his portfolio, Jeff is focused on achieving long-term financial independence.

Mike Harrison shares how he transitioned from self-directed IRA investing to achieving financial freedom after joining Lifestyles Unlimited in 2013. Initially, he lacked the right strategies, which limited his returns, but he soon learned how to invest effectively. Applying these principles, he scaled his portfolio across multiple states and shifted from W-2 dependency to passive income. His key message is to approach real estate with financial responsibility, build a strong team, and track investments diligently for lasting success.

Andy Webb highlights the importance of tracking unclaimed financial assets. While losing car keys is common, many Americans unknowingly lose 401(k)s due to job transitions and inattention. In Texas, unclaimed assets like insurance refunds and stocks are cataloged by the state but can be difficult to recover. He emphasizes that real estate is not classified as unclaimed property, ensuring single-family rentals remain secure. Unlike 401(k)s, real estate is a tangible asset that doesn’t disappear.

Al Gordon takes listeners on a virtual house-hunting trip, showcasing the type of distressed properties that present lucrative investment opportunities. He dissects a real estate deal, demonstrating how a $17,000 investment can generate $47,000 in equity and a staggering 176% return on capital gains. Through this breakdown, he highlights the power of strategic investing in building wealth and achieving financial freedom.

Del Walmsley shares two key lessons: turning challenges into opportunities and the forgiving nature of real estate. He recounts purchasing five duplexes—a deal that seemed problematic but became a great investment. Despite initial hurdles, he stabilized the property, achieved full occupancy, and generated strong cash flow. Del highlights how persistence and problem-solving lead to success, proving that real estate offers opportunities even in tough situations.

Al Gordon highlights the stark contrast between traditional retirement, which relies on savings accounts, and the advantages of retiring through real estate investments. He emphasizes that passive income from real estate assets can fully cover living expenses, eliminating the need to work. In contrast, many retirees relying on savings often find themselves running out of money and having to return to work. Al advocates for joining Lifestyles Unlimited to master real estate investing strategies, which can accelerate retirement within five years or less. He stresses that retirement isn’t about age—it’s about achieving financial independence.

Del Walmsley outlines two possible outcomes of the “Trump effect” and how each could impact the real estate market, acknowledging both positive and negative possibilities. Despite these risks, he argues that real estate investors can still thrive in a downturn by acquiring distressed properties at lower prices and capitalizing on migration trends as people move to more economically favorable regions. Regardless of economic cycles, investors who understand market shifts and position themselves strategically can benefit from both scenarios.

Al Gordon is joined by Jeff, a Lifestyles Unlimited member who has successfully retired through real estate investing and is still working on helping his wife, Susan, retire. Al highlights the strong teamwork and dedication between Jeff and Susan, which have been key to their financial success. Their shared commitment to real estate investing has enabled them to build a life they want and look forward to enjoying fully. Jeff and Susan are also excited about an upcoming cruise with other Lifestyles members, showcasing the personal connections they’ve built within the community.
 

Click to Listen Now

Del Walmsley hosts Jeff, who discovered Lifestyles Unlimited through AM radio and decided to attend a 2-day seminar with his wife, Susan. Initially skeptical, Susan became fully convinced after the seminar, leading them to join Lifestyles Unlimited in 2021. Now deeply invested, they’ve built a portfolio that includes 11 passive multifamily deals, four single-family homes, and a six-unit IRO.