Mastering Money For Moms

Today I spoke with Carrie Zatelli an attorney, entrepreneur, investor, and mother. Currently, Carrie has emerged as a prominent real estate investor. Her expertise in the field led her to establish Sky Capital, LLC, focusing on investing in multifamily housing. Through this venture, she demonstrated a keen understanding of the real estate market and a knack for strategic investment. She is passionate about working with investors and leading them to financial freedom.

We discussed the following topics:

To connect with Carrie:

Email: [email protected]

IG: carriezatelli

LinkedIn: Carrie Zatelli

Website: skycapitalllc.com

Today I spoke with Martha Picciao she's a wife, mother of 3 boys, real estate investor, and the Founder and CEO of Whiz Kidz Preschools, a chain of childcare centers in the Phoenix area. It was her dream to build a business she was passionate about while raising her boys in tow.

Martha is a dynamic and motivating leader, podcaster, and business coach. Her greatest and biggest why are her own 3 children. She enjoys cooking, traveling around the world, boating on the lake with her family, and morning workouts.

We discussed the following topics:

To connect with Martha:

IG:@theteawithmartha

www.marthapicciao.com

whizkidzpreschool.com

IG: @whizkidzpreschool

Today I spoke with Tricia Miller she's the founder of Build Smart Money, an Authorized Infinite Banking Practitioner, a dedicated Life Insurance Agent, and a licensed Real Estate Salesperson in the Commonwealth of Virginia. She is mentored by James C. Neathery of Neathery & Associates, Ft Worth, Texas, himself a direct “mentee” of Nelson Nash, the founder of the Infinite Banking Concept. With an ardent commitment to financial empowerment, Tricia specializes in helping individuals break free from conventional financial strategies to grow their wealth without working any harder or making any more money, but just by changing the environment in which your dollars live so that the individual can imitate what banks do all the time - recapture interest and control the flow of money. 

As a former military wife, mother of seven, and grandmother to six beautiful children, Tricia has a profound passion for growing wealth and leaving a legacy

We discussed the following topics:

1. Buying properties at auctions can be an exciting and profitable way to start investing in real estate.

2. Using a home equity line of credit (HELOC) can provide the funds needed to purchase properties outright and then refinance to recoup the investment.

3. The concept of infinite banking, using specially designed whole life insurance policies, allows for uninterrupted compound interest and can be a powerful tool for building wealth and financial security.

4. Education, community, and perseverance are key factors in achieving success in real estate investing.

To connect with Tricia:

Email: [email protected]

Instagram: tricia_miller22

Today I spoke with Shannon Sherman about her journey in real estate investing. We discuss the challenges of being a landlord, the importance of learning from mistakes, and the benefits of investing in multi-family properties. We also touch on the profitability of industrial flex space and Shannon's venture into the bowling business. Shannon emphasizes the importance of involving children in real estate and shares tips for moms looking to get started in the industry.

We discussed the following topics:

2. Consider investing in multi-family properties for long-term financial success.

3. Research and understand the landlord laws in the state you are investing in.

4. Involve your children in real estate to teach them valuable skills and instill a strong work ethic.

To connect with Shannon:

Email: [email protected]

Instagram: shannoninaz

Today I spoke with Doris Savron she's a sought-after Executive Leadership Expert of 30+ years and a transformation catalyst through her International Conferences, Speaking, and Consulting. She has been interviewed on ABC, NBC, CBS, FOX TV, and Radio with over 70 interviews across various broadcasting channels and podcasts. She’s been a published writer for various outlets such as HR.com and ChiefExecutive.net. She loves international travel and currently resides in Arizona.

We discussed the following topics:

1. What would be your perspective on leading with courage in a tumultuous cancel culture?

2. What are some of the most successful attributes of successful leaders today?

3. How do you balance your life, work, and career?

4. As a woman, what have been some of your greatest challenges navigating leadership throughout your career? 

To connect with Doris:

Website: dorissavron.com

Email: [email protected]

Today I spoke with the inspiring Bekah Tinter she's a veteran leader who has built a thriving nationwide coaching practice that specializes in helping people identify, reach, and exceed their health goals. She has helped hundreds of clients reach a healthy weight and learn the habits to thrive in life. She is recognized nationwide for being highly skilled in training other coaches in the leadership and goal-setting skills it takes for them to duplicate what Bekah helps her clients do. She has a reputation for being a “systems expert” and loves mentoring others on the life skill of effective time management. In addition to being a business owner, Bekah is an active mother to four kids ages 6 - 16. Bekah enjoys travel, exercise, and cruising the Arizona desert in her Ford Mustang convertible in her spare time.

We discussed the following topics:

1. Building a Life and Business Together

2. The Impact of Health on Other Areas of Life

3. Financial Stewardship and Freedom

4. The Importance of Systems and Time Management

5. Delegating and Prioritizing Tasks

Please Like, Subscribe, and Share to promote awareness around finances and building a legacy. It helps us grow our community of financially strong homes. Thank you for listening!

Today I spoke with the amazing Whitney McNair she is a Multifamily Real Estate Investor, Realtor, Military Spouse, and former NCAA Division One athlete. Whitney has been a Top Real Estate agent in the Oklahoma City area for the last 10 years. As a Real Estate agent, Whitney has been on the cover of the OKC Top Producer Real Estate Magazine, and a few others. Whitney is also a coach and a mentor for Residential and Commercial Real Estate Investing.

We discussed the following topics:

1. Transition to Real Estate career

2. Mobile home park investment, what's it?

3. Short-term rental property

4. Whitney's plans and goals

5. Reflections on 2023 and goals for 2024

Today I spoke with my girl Bonnie Schwam she’s a highly accomplished real estate agent and experienced investor specializing in multifamily properties and self-storage facilities. With a proven track record of success, she combines her extensive real estate market knowledge with her passion for investment opportunities to help clients achieve their financial goals. She is proud of having a customer-centric approach, and she provides personalized solutions and expert guidance throughout every step of the real estate transaction process.

We discussed the following topic:

1. Seminars in Real Estate

2. What’s 506B?

3. What’s 506C?

4. Bonnie confidence

5. Storage units

Please Like, Subscribe, and Share to promote awareness around finances and building a legacy. It helps us grow our community of financially strong homes. Thank you for listening!

Today I spoke with the amazing Meeta Patel, master's in accounting, and worked as a CPA in public accounting before she took a break to raise her two sons. She ventured into entrepreneurship by owning and operating a franchise for a couple of years. After that, she turned her attention to real estate investing. Starting with fix and flips, she shifted her focus to commercial real estate, specifically multi-family.

1. Meeta's story

2. Three lessons for you to be successful

3. Infinite banking, what is it?

4. What's the best policy?

5. Books to start your own life insurance

Please Like, Subscribe, and Share to promote awareness around finances and building a legacy. It helps us grow our community of financially strong homes. Thank you for listening!

Today I spoke with the inspiring Kristin Herman, married to her best friend and mama to three of their greatest delights, Kristin is passionate and wholehearted.

She’s a coffee and tennis enthusiast, “In the world of wealth management, there is a lingering misconception about what financial advisors are and do. Many feel that financial advisors are only out to collect a fee or to transact a result. They believe that transparency is the last thought of the financial advisor, and as a result, strategy and education go by the wayside”.

We discussed the following topics:

Please Like, Subscribe, and Share to promote awareness around finances and building a legacy. It helps us grow our community of financially strong homes. Thank you for listening!