Summary

In this episode, Nate shares his journey from a young physiotherapist to achieving a net worth of nearly $2 million. He discusses his early financial education, the influence of his family, and the lessons learned from his real estate investments. Nate reflects on the importance of celebrating milestones, the shift from a financially driven mindset to focusing on lifestyle and fulfillment, and the challenges faced in the real estate market. He also shares insights on his current portfolio, future plans, and the balance between saving and enjoying life.

Takeaways

*Nate has a net worth of approximately $1.9 million. *He learned financial habits from his family, emphasizing savings and delayed gratification. *Nate's journey into real estate began with a condo purchase that appreciated significantly. *He experienced challenges in real estate due to rising interest rates and market fluctuations. *Nate emphasizes the importance of celebrating financial milestones, even small ones. *He has shifted focus from purely financial goals to lifestyle and fulfillment. *Nate's real estate ventures taught him valuable lessons about due diligence and risk management. *He currently has three rental properties left and is considering divesting further. *Nate enjoys travel and seeks to maximize value through points and rewards. *He advises young individuals to build saving habits early to weather financial challenges.

Sound bites

"I think we are millionaires." "It's been a very circular process." "I was a literal lab rat."

Keywords

Cory, financial independence, real estate, net worth, lifestyle goals, investment strategies, personal finance, Vancouver, retirement planning, financial education

Summary

Join us for a heartfelt conversation with Grandma Bunny, the last living grandparent of our host, as she shares her journey through 80 years of life, love, and lessons. From raising six children to overcoming life's unexpected challenges, Grandma Bunny's story is one of resilience and family values. Discover the financial wisdom and life lessons she imparts, and how she continues to live her best life at 80.

Key Highlights:

Grandma Bunny's early life and education in Rock Springs, Wyoming. The challenges and joys of raising a large family. Building a home from scratch and the financial strategies involved. Overcoming adversity after a life-changing accident. The importance of family support and staying active in later years.

Memorable Quotes:

"I am wealthy in other ways, not so much money-wise, but I have great kids who help me in many, many ways." "Stay active. Look for things to do. Look at opportunities to serve."

Hashtags: #FamilyWisdom #Resilience #LifeLessons #MillionairesUnveiled

Call to Action: Don't miss this inspiring episode! Listen now and share with someone who could use a dose of wisdom and encouragement.

Sponsored by:

Indeed.com/unveiled

Summary

In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business.

Takeaways

• Adam has lived overseas for 14 years, gaining a unique perspective on wealth.
• He focuses on helping expats and high-net-worth individuals with investments and wealth protection.
• His net worth is in the eight-figure range, primarily in company valuations and liquid assets.
• Adam prefers liquid assets over real estate due to tax disadvantages abroad.
• He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold.
• Having cash on hand is crucial for business owners to seize unexpected opportunities.
• Investment strategies should adapt to changing economic conditions and personal circumstances.
• Travel and experiences provide lasting value compared to material possessions.
• Surrounding oneself with positive influences is essential for personal and professional growth.
• Entrepreneurship often requires patience and resilience, with success not always being linear.

Summary

In this episode, Connor shares his journey from a corporate tech career to becoming a successful real estate investor, focusing on short-term rentals. He has a net worth of $1.7 million. Most of it is in Real Estate but he does have some in the market. He discusses his investment strategies, the importance of cash reserves, and how he manages his properties. Connor emphasizes the significance of calculated risks and personal growth in achieving financial success and fulfillment in life.

Takeaways

• He primarily invests in short-term rentals, owning about a dozen properties.
• Cash reserves are crucial for managing real estate expenses and risks.
• Connor emphasizes the importance of reinvesting in properties to maintain competitiveness.
• He targets a 20% cash on cash return for new investments.
• Connor transitioned from a stable tech career to real estate for personal fulfillment.
• He believes success is about achieving one's highest potential.
• Calculated risks are essential for growth and opportunity.
• Connor values the importance of family and personal life in his journey.
• He encourages others to take risks and follow their intuition.

Summary

In this episode, Joseph Shalaby, founder and CEO of e-Mortgage Capital, shares his journey from a challenging upbringing to becoming a leading figure in the mortgage industry. He has a net worth of ~$7 million mostly in RE and his business. He discusses the importance of being debt-free, his experiences during the 2008 financial collapse, and how he rebuilt his career. Joseph emphasizes the significance of hard work, personal growth, and maintaining family values while navigating the complexities of entrepreneurship. He also shares insights on current market trends and his future goals for his business.

Takeaways

*Joseph Shalaby is the founder and CEO of e-Mortgage Capital. *He emphasizes the importance of being debt-free despite being in the mortgage industry. *Joseph experienced a foreclosure due to HOA fines, which shaped his financial mindset. *He started his first mortgage company after being taken advantage of in the industry. *The 2008 financial collapse forced him to pivot and rebuild his career. *Joseph launched e-Mortgage Capital in 2015 after working in the loss mitigation sector. *He aims to grow his company to a billion dollars in revenue per month. *Joseph values family and instills a strong work ethic in his children. *He believes in the importance of being an early adopter in business. *Joseph emphasizes the need to outwork everyone to achieve success.

Sponored by:

Shopify.com/unveiled

Summary

Today we sit down with Tiffany, a senior manager in customer success and a mother of four, who shares her journey to achieving a net worth of over $2 million most of which is in her primary residence and retirement investments. Tiffany discusses her strategic approach to real estate investments, the importance of financial education, and how she balances career and family life. Discover how Tiffany and her husband, both savers at heart, have navigated their financial path from buying foreclosed homes to planning for their children's future.

Key Takeaways:

Tiffany's early start in real estate and the impact of buying foreclosures. The role of mutual funds and retirement accounts in building wealth. Insights into managing finances with a variable income. The importance of financial literacy and open discussions about money with children. Tiffany's approach to balancing work, family, and personal growth.

Hashtags: #FinancialSuccess #RealEstateInvesting #WealthBuilding #FamilyFinance

Tune in to hear Tiffany's full story and gain valuable insights into building a secure financial future. Don't forget to subscribe and leave a review!

Sponsored by:

Shopify.com/unveiled

Summary

Dustin shares his journey from a stable government job to becoming a successful real estate investor with a net worth of over $5 million. He is in his 40's. He emphasizes the importance of cash flow, building a business around real estate, and helping others achieve financial independence through coaching and education. Dustin discusses his investment strategies, the significance of diversifying income streams, and the lessons learned from his experiences in the real estate market.

Takeaways

*Dustin started investing in real estate in 2006. *He emphasizes the importance of cash flow over appreciation. *Dustin has over 30 properties, including single-family homes and apartment complexes. *He believes in building a business around real estate investments. *Dustin coaches others to invest in real estate and achieve financial independence. *He prefers to have properties managed by others to scale his business. *Dustin's goal is to help 1 million people invest in real estate. *He believes that higher interest rates can benefit real estate investors by pricing out competition. *Dustin encourages others to start investing regardless of market conditions. *He aims to set up his children for success through real estate.

Summary

In this episode, we explore the financial journey of Anthon, who has seen his net worth grow from $450,000 to over $1.7 million in seven years. He discusses his investment strategies, career evolution, and the importance of trusting the numbers in achieving financial confidence. Anthon shares insights on work-life balance, the impact of sabbaticals, and the lifestyle choices that have shaped his family's life. He emphasizes the significance of making sacrifices early in life to compound wealth and offers advice for those starting their financial journey.

Takeaways

*Anthon's net worth grew from $450K to $1.7M in seven years. *Real estate and stocks are key components of his portfolio. *Sabbaticals have allowed him to focus on family and personal interests. *Trusting the numbers is crucial for financial confidence. *He emphasizes the importance of work-life balance. *Anthon's lifestyle choices reflect a desire for flexibility and enjoyment. *He believes in making sacrifices early to compound wealth. *Investing in experiences is as important as financial investments. *The psychology of wealth impacts lifestyle choices and decisions. *It's never too late to start your financial journey.

Sponsored by:

Shopify.com/unveiled

Summary

In this episode, Corey shares his journey from Texas to California, discussing his financial strategies, real estate investments, and the lessons learned along the way. He has a net worth of $1.1 million mostly in real estate. Corey is in his early 30's. He emphasizes the importance of patience and long-term thinking in achieving financial independence, while also navigating the challenges of living in a high-cost area. Corey reflects on his career progression, the trade-offs of living beneath his means, and his aspirations for the future, including his consulting work and the pursuit of financial flexibility through real estate.

Takeaways

*Corey moved from Texas to California, emphasizing the value of flexibility. *His net worth is approximately $1.1 million, diversified across cash, real estate, and investments. *Corey invests primarily in ETFs, avoiding high-risk assets like Bitcoin. *He started investing right out of college and has shifted his focus to real estate. *His first real estate investment was a rental property in Arkansas in 2021. *Corey values living beneath his means to sustain his lifestyle in California. *He believes in the importance of patience and long-term planning in finance. *Corey runs a consulting business focused on personal finance education. *He aims for $80,000 a year in passive income for financial freedom. *Corey stresses that financial success is achievable through strategic decisions and hard work.

Summary

In this conversation, the host engages with children about their perceptions of money and their fathers' work, followed by a discussion on the parental influence on financial education. The conversation transitions into the complexities of generational wealth and the importance of instilling financial lessons in children. Finally, reflections on fatherhood reveal how becoming a parent reshapes financial priorities and goals.

Takeaways

*Children have unique and innocent perspectives on money. *Parental influence is crucial in shaping financial education. *Generational wealth can create challenges if not managed well. *It's important to teach children the value of hard work. *Financial lessons should start early in life. *Experiences and memories are more valuable than material gifts. *Open conversations about money can empower children. *Investing early can lead to greater financial freedom later. *Traditions and experiences create lasting family bonds. *Financial education should be a priority in schools.