What does it really take to build wealth, find balance, and create a legacy for your family — all while navigating the ever-changing world of mortgages?

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In this episode of Inspired To Invest, host Serena Holmes sits down with Steve Betel, better known as Steve the Mortgage Man, to explore his inspiring journey from the hospitality industry to becoming a trusted mortgage advisor helping families across North America achieve homeownership and financial freedom.

Steve shares:

✅ How he transitioned from hotel management to mortgage brokering — and why it changed his life.
✅ His philosophy on “life balance” vs. “work-life balance.”
✅ The mindset shift that helped him build a thriving business through authenticity and social media.
✅ Lessons on resilience, parenting in the age of AI, and using personal branding to attract trust.
✅ How mentorship, consistency, and community have been the foundation of his long-term success.

💡 Whether you’re a first-time homebuyer, a real estate investor, or someone striving to build lasting wealth, this conversation will inspire you to think differently about debt, discipline, and the power of showing up as your full self.

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Thank you to Advisor Innovation Lab for bringing us this month’s episodes of “Inspired To Invest”.  They provide AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. Learn more! 

Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.

➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀

🕒 Timestamps:

00:00 – Welcome & introduction to Steve Betel, “The Mortgage Man”
01:10 – From hospitality to mortgages: Steve’s unconventional career pivot
03:45 – Finding balance as an entrepreneur and father
05:30 – Early challenges & lessons from building a new business
06:00 – The power of social media and authenticity in mortgage brokering
07:20 – Overcoming fear of rejection and building resilience
09:05 – The myth of work-life balance and embracing “life as one”
11:10 – Parenting, privacy & social media boundaries in the age of AI
13:00 – The value of mentorship and business coaching
15:10 – Defining financial freedom and what’s next for Steve
17:00 – Steve’s personal quote: “Nothing is impossible if you look at it the right way.”
18:30 – Connect with Steve the Mortgage Man & closing thoughts

➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 

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Serena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.  

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