The Invested Entrepreneur | Financial Freedom For Business Owners In Canada

The Invested Entrepreneur | Financial Freedom For Business Owners In Canada

By Tom Moffat & Brandon LoveBusinessEntrepreneurship
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The Invested Entrepreneur | Financial Freedom For Business Owners In Canada episodes

  • The Invested Entrepreneur is Moving to the Canadian Mortgage Guide Podcast

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

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    WATCH

    ▶️ Watch this episode on Youtube

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    3 min
  • 30: How to Schedule Your Week to Be a Successful Entrepreneur - 6 Steps

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

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    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon share their 6 step process on how to build your work week and scale your business.

     

    What was discussed:

    → Personal and professional non negotiables.
    → Parkinson's Law and filling dead space in your day.
    → Appointment schedulers and the toll of meetings.

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    15 min
  • 29: Mortgage Interest Rates In Canada - March 2024

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

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    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom shares an update on Canadian interest rates for March, 2024, and the trend he sees in them.

     

    What was discussed:

    → How fixed and variable rates work.
    → Spreads on variable and fixed rates in different types of mortgages.
    → And which rates are the ones banks showcase online.

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    5 min
  • 28: Making Your First 100k as a Business Owner - Get There Quicker

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon share tips and tricks to making your first $100,000, because this is usually the hardest milestone to get to as an entrepreneur. 

     

    What was discussed:

    → How to set yourself up for success by doing an honest audit of your life.
    → The shifts you need to make in your priorities, mindset, and where your cashflow goes.
    → And how you can start getting leads no matter which business you're in.

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    19 min
  • 27: Multiple Offers on a Property (How to Win the Home)

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Brandon shares tips and tricks on how you can navigate multiple offers scenarios, and make sure you are the one who wins the house.

     

    What was discussed:

    → Preparation and contingency plans.
    → Having your home ready to sell.
    → And how connecting with the listing agent for an "offer assist" can make you stand out.

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    9 min
  • 26: Using the Infinite Banking Concept to Reach Financial Independence

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon are joined by Darren Mitchell. Darren is the Founder and CEO of Control and Compound Financial from Nova Scotia, who specializes in the Infinite Banking Concept, a unique approach to financial planning which utilizes High-Cash Value Insurance. Darren is also a best selling author and successful real estate investor, who's a sought-after expert and trusted advisor within the real estate investment community.

     

    Darren is here to discuss:

    → The concept of Infinite Banking - what it is, who it's for, and why it's a benefit to business owners.
    → How this can help you avoid the multiple levels of taxation so you can keep more of your money.
    → And why having control of your money, not it locked in a bank, is the real path to financial independence.

     

    For a complimentary meeting with Darren's team, visit:

    https://controlandcompound.com/tie

     

    Control and Compound Website: www.controlandcompound.com

    Control and Compound Instagram: @controlandcompound

    Control and Compound YouTube: @controlandcompound

    Control and Compound Podcast: @controlandcompound

    Control and Compound Linktree: @controlandcompound

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    36 min
  • 25: Breaking Up? What to Do with Your House

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon explain the moving pieces you need to know when you're breaking up with a spouse or significant other and you share a home.

     

    What was discussed:

    → Separation agreements and statutory declarations.
    → The steps you should take if you're in this situation.
    → And why sharing a Broker can be extremely beneficial to both parties.

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    8 min
  • 24: 3 Common Mistakes Successful Real Estate Investors Make

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon are joined by Stefanie Beharry, CPA, CMA. Stefanie is the Owner of Real Estate Investing Finance from Ontario, who specializes in fractional CFO services and Financial Coaching for Real Estate Investors. By combining over 10 yrs of financial planning and analysis experience as a CPA with the hands on knowledge of being a real estate investor, Stefanie helps clients gain financial clarity to level up confidently to their goals.

     

    Stefanie is here to discuss:

    → What led to the creation of REI Finance and become an entrepreneur.
    → 3 common mistakes real estate investors are making and how to fix them.
    → And how a fractional CFO can be an essential piece to financial freedom.

     

    REI Finance Website: www.reifinance.ca

    REI Finance Instagram: @reifinance.ca

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    31 min
  • 23: Cash Out Refinance vs HELOC - What's Best For You?

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon explain the differences between two types of products you can use to tap into your home equity. A HELOC, or home equity line of credit, or a cash out refinance on your mortgage.

     

    What was discussed:

    → What a home equity line of credit (HELOC) is and some use cases.
    → What a cash-out refinance is and some use cases.
    → And what would be a better way to gift funds to your children.

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    9 min
  • 22: 86+ Doors Without the Headaches of The Landlord Tenant Board

    We've moved! Head over to Canadian Mortgage Guide Here → https://wavve.link/canadianmortgageguide

    ***

     

    WATCH

    ▶️ Watch this episode on Youtube

    ***


    EPISODE DESCRIPTION

    In this episode, Tom & Brandon are joined by Reilly Stead. Reilly is a Realtor at Coldwell Banker Southwest Realty and the Founder of Cozy Up Stays from Sarnia, Ontario, who has amassed almost 40 doors in her real estate investing journey with her husband. Cozy Up Stays offers premium Airbnb vacation and rental properties, and has grown to over 150 properties worldwide as a customer referral-based business.

     

    Reilly is here to discuss:

    → How she founded Cozy Up Stays and it's goals for the future.
    → Why she transitioned from long-term to short-term rentals in her personal investing portfolio (included 2 motels).
    → And the importance of work/life balance and her investing mindset.

     

    Cozy Up Stays Website: www.cozyupstays.com

    Cozy Up Stays Email: [email protected]

    Cozy Up Stays Instagram: @cozyupstays

    ***

     

    MORTGAGE INQUIRIES

    📞 Book a Call

    📧 Email us→ [email protected]
    📝 Start an Application

    ***


    CONNECT

    📸 Connect on Instagram (Tom)

    📸 Connect on Instagram (Brandon)

    ***


    SAY THANKS

    🙏 Leave a review on Apple Podcasts

    🟢 Leave a rating on Spotify

    ***

    32 min

About The Invested Entrepreneur | Financial Freedom For Business Owners In Canada

From the publisher's feed

For Canadian Entrepreneurs Seeking Financial Freedom.