Newly Invested

Newly Invested

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Newly Invested episodes

  • Building Wealth Beyond the Budget: Real Estate Secrets | The Newly Invested Podcast, Ep.1, with Angie Ross

    Welcome to this enriching episode of "Newly Invested," hosted by Judith Tait. Dive into an enlightening conversation with our guest, Angie Ross, also celebrated as the Money Coach. Angie, with a commendable blend of educational backgrounds in business administration, teaching, and a certification in cash flow management, shares her journey and wisdom in the realms of personal finance and real estate investing.


    Episode Highlights: 

    Meet Angie Ross: Beyond her business acumen and teaching experience, Angie is a Certified Cash Flow Specialist dedicated to demystifying personal finance for her clients, advocating for financial liberation without stringent budgeting. 

    The Genesis of Investment: Discover how a casual suggestion from Angie's sister led her and her husband into the world of real estate investment, beginning with a multifaceted property in Port Hope, Ontario, before venturing into vacation rental space in Mont Tremblant, Quebec. Angie highlights the mixture of calculated risk and familial support that kick-started their investment journey. 

    Cash Flow Is Key: Angie emphasizes the crucial role of managing personal cash flow as a fundamental step towards investment. Learn how an exhaustive analysis of their finances enabled them and Angie's husband to confidently step into the property market. 

    Managing through Market Volatility: Reflecting on the unpredictability of the real estate market, especially with recent interest rate hikes, Angie shares how their diversified investment strategy remains sustainable and profitable.  

    The Power of Property Management: From overcoming challenges with an initial property management hiccup to celebrating the success brought by a reliable property manager, Angie discusses the importance of vetting and partnering with competent professionals to manage rental properties effectively.  

    Advice for Aspiring Investors: Angie encourages potential investors to begin their journey without waiting for perfect conditions or absolute knowledge. She underscores the importance of starting somewhere and learning through the process.  

    Looking Ahead:  With a dream of creating their ideal home and contemplations of expanding their portfolio internationally, Angie reflects on the flexibility real estate investing has afforded them both financially and personally.  

    To watch this episode, visit us on our YouTube Channel HERE

    Get social with Angie and connect with her on:

    Instagram: https://www.instagram.com/angieross.moneycoach/

    Facebook: https://www.facebook.com/angieross.moneycoach

    LinkedIn: https://www.linkedin.com/in/angie-ross-0a2b2111/

    Connect with Angie for a Free consultation to chat about cashflow:  https://bit.ly/3Q48juF

    This episode is a treasure trove for anyone looking to venture into real estate investing or yearning to improve their financial health. Angie's story is a testament to the transformative power of mindful investment and financial planning.

    Thank you for tuning in to "Newly Invested." Be sure to subscribe for more inspirational stories and actionable advice from our community of successful investors. Happy investing!

    Judy

    XO

    39 min
  • Real Estate Financing: Insights and Strategies| The Newly Invested Podcast, Ep.5, with Gretchen Casey

    Welcome to another enlightening episode of "Newly Invested." I'm your host, Judith Tait, and today we're diving deep into the world of real estate financing with the incredibly knowledgeable Gretchen Casey. With over 19 years under her belt as a seasoned mortgage agent, Gretchen has been a guiding light for many navigating the often complex mortgage landscape.


    Episode Highlights:

    • Introduction to Gretchen Casey: Discover the professional who has dedicated nearly two decades to mastering the intricacies of real estate financing and how her and her team are changing the game for homebuyers and investors. 

    • Mortgages by Gretchen Approach: Learn about the nuanced, client-focused strategies that have made Mortgages by Gretchen a top choice for those seeking to navigate their mortgage journey with confidence. 

    • Gretchen's Personal Journey: Gretchen shares her own experiences with real estate investment, including her ventures into flipping properties and renting out spaces in her home.

    • Investor Mortgages Specialization: Dive into the world of investor mortgages and understand the different options available for buying in personal names or holding companies. Gretchen enlightens us on why working with an investor-focused mortgage agent is crucial. 

    • First-Time Investors Advice: If you're pondering your first property investment, Gretchen offers invaluable tips on preparing for this significant step, emphasizing the importance of having at least a 20% down payment for investment properties.

    • The BRRRR Strategy Explained: Gretchen breaks down the Buy, Renovate, Rent, Refinance, Repeat (BRRRR) strategy and shares insights on how this approach can facilitate the acquisition of multiple properties over time. 

    • Overcoming Obstacles: Hear about the challenges new investors might face and how to strategically prepare for and overcome them. 

    • Gretchen's Favorite Success Stories: Inspirational anecdotes from Gretchen’s career and the journeys of her clients, showcasing how dedication and strategic planning can lead to significant achievements in real estate investment. 

    • Advice for Aspiring Investors and Homebuyers: Gretchen imparts wisdom for those looking to embark on their investment journey, emphasizing the importance of early and smart investment and considering the utility of holding companies. 

    • How to Get Started Today: Tips for young or first-time investors on how to secure their initial down payment and prepare for their first property purchase.  

    • To watch this episode, visit us on our YouTube Channel HERE

      Get social with Gretchen and connect with her on:

      Instagram: @mortgages.by.gretchen

      Facebook: Gretchen Casey - Mortgages by Gretchen

      LinkedIn: Gretchen Casey

      You can also visit Gretchen’s website here: https://gopineapple.ca/gretchencasey

      We have another great Episode for you, coming up on April 16th with Angie Ross, the Money Coach!

      Closing Thoughts:

      Gretchen's wealth of knowledge and experience not only demystifies the mortgage process but also inspires listeners to pursue their real estate dreams confidently. Whether you're about to buy your first home, invest in a property, or explore the possibilities of refinancing for growth, this episode is a must-listen.

      We hope you found value in our discussion today. Remember to subscribe to "Newly Invested" on your favorite podcast platform to stay updated on insightful conversations that lead you closer to your real estate goals.

      Until next time, happy investing!

      Judy

      XO

      36 min
    • Mastering Real Estate Investment: From House Hacking to Wealth Building | The Newly Invested Podcast, Ep.4, with Anita Bongers-Lewis

      Welcome to the latest episode of Newly Invested, where we explore the pivotal steps, strategies, and personal journeys of successful real estate investors.

      In this episode, your host Judith Tait is joined by Anita Bongers-Lewis, a multifaceted entrepreneur with an unwavering passion for real estate investment. Anita's experiences underscore the transformative power of real estate in securing financial freedom and building a legacy for future generations.


      Episode Highlights:

      Introduction to Anita Bongers Lewis: Meet Anita, a dedicated wife, mother, and an astute real estate investor and Realtor. Discover her mission to empower individuals through equity and her unique journey from investment to professional real estate advisement.

      Anita's Specialization: Anita discusses her tailored approach to helping clients achieve their real estate goals, emphasizing the importance of matching investment strategies to individual aspirations and circumstances. From house hacking to multi-unit conversions, Anita's expertise spans a broad spectrum of real estate investment avenues.

      Demystifying House Hacking: Delve into the concept of house hacking, a strategic approach that merges the utility of a primary residence with the benefits of an investment property. Anita shares personal insights from her own house hacking experiences, highlighting the strategy's potential for incremental wealth building.

      Transitioning Full-Time into Real Estate: Anita recounts her unconventional path from practicing chiropractor and acupuncturist to becoming a full-time Realtor and real estate investor. This segment sheds light on the challenges and triumphs encountered in transitioning to a full-fledged real estate career.

      Overcoming Tenant-Related Anxieties: Learn how Anita navigated her initial fears and anxieties surrounding tenant management, adopting strategies to maintain peace of mind and an effective landlord-tenant relationship. Discover the importance of communication, boundary setting, and proactive property management.

      Anita's Investment Journey: With two decades of investing under her belt, Anita reflects on the evolution of her investment strategies and shares critical lessons learned along the way. This includes tackling unforeseen challenges and the power of adaptability in the ever-changing real estate landscape.

      Stellar Investment Successes: Anita recounts some of her most successful investments, highlighting the importance of flexibility, strategic tenant placement, and leveraging personal living spaces for financial gain.

      Critical Advice for New Investors: For those considering diving into real estate investing, Anita emphasizes the significance of a clear goal, due diligence, and the courage to take the first step toward action. She also discusses overcoming the common paralysis by analysis that hinders many potential investors.


      Connect with Anita Bongers-Lewis:

      -Facebook:

      https://www.facebook.com/anitabongerslewis
      https://www.facebook.com/doorstowealth

      - Instagram:

      https://www.instagram.com/anita_bongers_lewis/
      https://www.instagram.com/doorstowealth/

      - Website: https://www.doorstowealth.com/


      This episode of Newly Invested not only unveils actionable real estate investing strategies but also inspires with Anita's compelling narrative of growth, learning, and success. Whether you're a novice eager to make your first investment or an experienced player looking to diversify, Anita's insights offer invaluable guidance for anyone looking to navigate the realm of real estate investing.

      Don't forget to subscribe to Newly Invested here on Spotify to catch more enlightening discussions with real estate mavens like Anita!

      34 min
    • Smart Wealth with Marinella Nicolosi: Financial Freedom Through Private Lending

      Welcome to another thrilling episode of Newly Invested, where host Judith Tait sits down with the remarkable Marinella Nicolosi, affectionately known as the queen of private lending. As the third guest on our podcast, Marinella brings a wealth of experience, wisdom, and a contagious passion for private lending and real estate investment.


      Episode Highlights:


      Introduction to Marinella Nicolosi: Discover Marinella’s journey from a proud mother and a lifelong learner to becoming a beacon of inspiration in the private lending space. 

      The Queen of Private Lending:  With an illustrious career flipping houses and mastering various investment strategies, Marinella shares insights from her successful trajectory in private lending. 

      Innovation in Investment: Learn about Marinella's SMART Strategy, a five-step tool pivotal to her success, and how she is imparting this knowledge through her masterclass to help others make informed investment decisions. 

      Balancing Passion and Profession: Despite achieving financial freedom, the love for her profession brought Marinella back to her nine-to-five job, where she continues to impact lives both as an educator and an investor. 

      Empowering Through Education: Marinella discusses her drive to teach the SMART Masterclass, aiming to empower individuals, especially single parents, to achieve financial and time freedom through smart investing.

      The Beauty of Private Lending: Delve into the world of private lending, where Marinella explains how it allows for passive income generation, enabling investors to relish life's moments now, rather than later.  

      Leveraging Registered Funds: An enlightening discussion on how Canadians can start investing with as little as $5,000, utilizing registered funds such as RRSPs and TFSAs for real estate investing.


      Connect with Marinella Nicolosi:

      Website: https://www.privatelendingqueen.com/

      Facebook: https://www.facebook.com/privatelendingqueenn

      Instagram: https://www.instagram.com/privatelendingqueen/

      LinkedIn: https://www.linkedin.com/in/marinella-nicolosi-private-lending-queen-022a292a/?originalSubdomain=ca


      Thank you for tuning into "Newly Invested." Marinella Nicolosi's personal and professional journey exemplifies the belief in inspiring others and contributing positively to every life she touches. Her approach to private lending not only offers a pathway to financial freedom but underscores the importance of living and enjoying life to its fullest now.

      If Marinella’s journey resonated with you or sparked curiosity, we invite you to leave a review and share this episode with other aspiring investors. Your support helps us bring more insightful content your way. 


      Happy investing, and see you in the next episode!

      34 min
    • Navigating Success in Real Estate: The Savvy Investor's Journey | The Newly Invested Podcast, Ep.2, with Michael Ponte

      In this enlightening episode of "Newly Invested," host Judith Tait sits down with Michael Ponte, the illustrious founder of Savvy Investor.

      Michael opens up about his transformative journey in the real estate realm, spanning over two decades of triumphs and challenges. With his expertise in multifamily and single-family properties, Michael embodies the spirit of a true savant in real estate investing and coaching.

      Join us as we navigate through Michael's inspiring path to success, garnished with indispensable advice for both newbies and veterans in the investment landscape.

      Listener Takeaways:

      1. Resilience is Key: The real estate market is full of ups and downs. Learning from setbacks and staying adaptable is crucial for long-term success.

      2. Build and Trust Your Team: Whether investing locally or internationally, a reliable team is instrumental in managing and scaling your investment portfolio.

      3. Opportunities Amid Challenges: Every economic cycle brings its own set of obstacles and opportunities. Stay alert and open to new possibilities.

      4. Stay Informed and Educated: Continuous learning and networking with other investors can provide valuable insights and strategies for navigating the real estate landscape.

      Resources and Links:

      - Savvy Investor Website: Dive deeper into Michael’s world of real estate investment at www.thesavvyinvestor.ca

      - Elevate Masterclass: Explore comprehensive training programs tailored for aspiring and established investors looking to make an impact in the real estate market.

      - Atomic Habits by James Clear: A recommended read by Michael to help establish effective habits for personal and professional growth.

      Connect with Michael Ponte:

      - Youtube: Savvy Investor - https://www.youtube.com/@thesavvyinvestor

      - Instagram: Savvy Investors - https://www.instagram.com/savvy_investors/

      -Facebook: https://www.facebook.com/groups/341243106757064


      Thank you for tuning into "Newly Invested." If Michael's journey resonated with you or sparked curiosity, we invite you to leave a review and share this episode with other aspiring investors. Your support helps us bring more insightful content your way.

      Happy investing, and see you in the next episode!

      35 min
    • Creating Strategic Success | The Newly Invested Podcast, Ep.1, with Danielle Chiasson


      In the debut episode of "Newly Invested," host Judy Tait welcomes Danielle Chiasson, a powerhouse in the field of real estate investment and entrepreneurial strategy. Danielle shares her transformative journey from hands-on property management to founding Strategic Success Consulting, where she mentors new investors in the art of building a strategically successful real estate portfolio. The conversation steers through the nuances of real estate investing, the importance of continuous learning, and the value of cultivating a client experience akin to that of a premium coffee shop. Danielle imparts key insights on overcoming the 'real estate fog,' emphasizing action over hesitation, and underscores the essential role of gratitude in both personal and professional realms. This episode is packed with wisdom for both novice and seasoned investors, setting a tone of motivation and strategic thinking for future episodes.


      To watch this episode, visit us on our YouTube Channel HERE


      Get social with Danielle and connect with her on:


      Instagram: www.instagram.com/danielle.chiasson

      LinkedIn: www.linkedin.com/in/daniellechiasson


      You can also visit Danielle’s website here: www.strategicsuccessconsulting.com


      We have another great Episode for you, coming up on February 20th, with the Savvy Investor, Michael Ponte.


      Thanks, again, for watching and listening. Looking forward to spending another episode with you.


      Until then, Happy Investing!


      Judy

      XO


      49 min

    About Newly Invested

    From the publisher's feed

    The Newly Invested podcastis all about the real, sometimes raw journey of real estate investing. I'm your host, Judith Tait, bringing you conversations from the trenches of the investment landscape, where we celebrate victories, learn from setbacks, and unlock the secrets to successful property investing.