Wealth B-Hers

Dr Rene Stokes is board-certified in both Child/Adolescent Psychiatry and Adult Psychiatry and is passionate about decreasing stigma for mental health treatment and improving access to mental health treatment by supporting primary care settings, schools, and other settings that support children and adults everywhere. Additionally, Dr Stokes maintains a small clinical psychiatric practice where she places emphasis on alleviating psychiatric symptoms with a root-cause approach. Dr Stokes is also very interested in using investing as a tool to create a more balanced lifestyle.

1:15 - financial literacy

3:30 - 3:1 goal

9:00 - conviction vs stock price

12:45 - bitcoin 

15:30 - leaving 50 hour work weeks

16:30 - season of NO

18:30  - control of time

23:30 - dollar cost averaging

26:00 - real estate investing

30:30 - Mocha Medicine

36:00 - connecting with Rene

Mocha Medicine Financial Freedom Seekers

 www.childpsychoncall.com

Angel is a Co-Founder of The Academy Presents and a Managing Partner of Lorren Capital, LLC with her husband Jason. Through their investing and syndications they bring their investors passive income with their buy-and-hold strategy with multifamily residences. They have been in the Dallas/Ft Worth and Waco markets for over 20 years. Another key to the company’s strategy is the simple fact that Lorren Capital LLC maintains apartments that people want to live in. This “good-neighbor” approach attracts investors who believe that long-term profits are more secure when they are derived from satisfied customers.

2:00 - History of Lorren Capital, LLC

4:15 - From single family investing to multi-family investing with a mentor

6:30 - Mentors and coaches for passive investors

9:30 - Angel’s first property 

10:00 - Buy and Hold model

10:30 - Infinite Returns

12:15 - Fear of rent increases

15:00 - Making a profit and philanthropy

18:45 - The Academy Presents

19:45 - Helping teachers

23:30 - $100,000 philanthropy goal

26:40 - Connecting with Angel

Social Handles:

- Angel's Linkedin: https://www.linkedin.com/in/angel-williams-re/

- Her Facebook Community: https://www.facebook.com/groups/REIRocksCommunity/

- TAP Website: www.theacademypresents.com

- Lorren Capital website: www.lorrencapital.com

Thomas Lopez-Pierre is the President/CEO of Black Lives Matter Real Estate Forum, LLC, an advisory firm that “Builds Wealth and Create Jobs” for Black people by raising capital from Black professionals and then deploying that capital with Black real estate developers in Black communities across America.

3:00 - Being born a heroin addict

4:45 - The 3 types of jobs in America

6:00 - How and why Thomas started saving money when he was 14

10:30 - Building generational wealth

11:45 - Syndicating money

12:30 - Working on Wall Street

13:30 - Helping minority professionals manage their money

17:30 - Investing in Black real estate investors

20:15 - Investing in “fix and flips”

25:30 - Connecting with Thomas

https://blmref.com/

Twitter: @blmrealestate

Riggs Eckelberry is the founder and CEO of the innovative water technology company, OriginClear. Just prior to founding the company, in 2008, he helped drive security software company CyberDefender to an IPO on the NASDAQ as its President and Chief Operating Officer. Beginning in 2014, he and his team developed a series of transformative businesses which OriginClear manages in its role as the Clean Water Innovation Hub™.

The growing issues surrounding public and private water supply make it obvious that we can no longer rely on government and multinational corporations to take care of our water needs. OriginClear’s mission is to serve the ever-growing consumer audience with a series of revolutionary offerings to bring about clean, abundant water everywhere.

Being the son of an international businessman, Eckelberry learned management in the nonprofit space and as a commercial ship captain and officer. He enjoys skiing and sailing and enabling the water industry to respond to the fast-changing conditions of our time.

3:15 - The drive to fix water

6:45 - 50% of the world having water scarcity by 2050

9:25 - Infrastructure problems

14:45 - How to find the contaminants in your water

15:45 - Do store bought water filters work?

18:30 - Working with developers and businesses to provide clean water

19:15 - Water on demand 

23:00 - Water as a service

24:45 - Investing in water as a service

30:00 - Connecting with Riggs

Jeromie Tucker is the Founder and CEO of Transcendent Realty Investments (TRI), LLC. TRI is a real estate investment company that invests in all aspects of real estate and focuses on strategically buying and selling real estate and creating impact in the communities that it serves. He is a real estate/business investor, consultant, motivational speaker, and coach. He is known and recognized for his innovative, dynamic, and entrepreneurial ability to solve real estate and business challenges. Tucker has been featured in several magazines such as The Top 100 Magazine, CIO Bulletin, and Beyond Exclamation Magazine.

His passion and purpose are helping others recognize and capitalize on their strengths in real estate and assisting them to fulfill their goals.

Tucker owns two other companies, Transcendent Rental Properties (TRP), LLC, and Transcendent Capital (TC), LLC. His Rental Properties, LLC focuses primarily on investing in multi-units, and his Capital, LLC is a partnership that helps businesses gain access to funding, insurance, and business/real estate consulting. As part of his commitment to the Tulsa community, Tucker works with Birthright Living Legacy, a non-profit that supports and celebrates fathers.

1:45 - When and how Jeromie found long term wealth with Real Estate

4:00 - How Jeromie knew Real Estate investing worked to build wealth

5:40 - Jeromie’s thoughts on house flipping

8:00 - The importance of having a partner

13:15 - Real Estate Development

15:45 - Affordable Housing investing

21:00 - Jeromie’s other nonprofit adventures

24:45 - Connecting with Jeromie

25:30 - How to get a free e-book

Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, and individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.

Prior to joining Legacy group, Josh worked as vice president of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. he most recently managed a book of business owners in Miami Beach, Josh is originally from New Jersey where he studied economics at Rutgers University, and received Serise 7 license in 2017. he is known for his passion for building deep relationships with his clients and for consistently acting in their best interests. 

1:40 - Working, playing, and visiting in Florida

2:40 - Josh’s work in Colombia with Legacy Group

4:45 - Josh’s WHY

7:40 - Commodities 

8:30 - Environmental impact 

11:45 - Acquiring land 

14:30 - Adding value to the land

15:30 - Improving the lives of the workers

17:30 - What does investing in Green Coffee Company get you?

21:15 - Benefits of investing

22:15 - Growth investment

25:10 - How it’s different

27:30 - Connecting with Josh and Legacy Group

Social Handles:

https://www.instagram.com/legacygroupinvestments/

https://www.linkedin.com/in/josh-ziegelbaum-85a01270/

Website: https://legacy-group.co/

Dr. Johanna B. Moore is a triple board-certified physician, respected medical director of multiple laboratories, and mother of twins, who found herself overwhelmed instead of fulfilled by the life that she worked so hard to achieve. She realized that success wasn't what she thought it would be, so she set on a journey to find a life that was truly fulfilled.

 Now, Johanna lives her own true version of success, defined by fulfillment in what she chooses to do now and a deep passion for her vision of the future. Her transformation is so life-changing that she is driven to build her success strategy company, She is Money. Through She is Money and its membership, the So Money Society, she teaches and coaches the success strategy that continues to change her life to high achieving women, so that they can truly thrive instead of feeling chained to their achievements.  

 The So Money Society is the place where intelligent, ambitious women ditch distraction, disappointment, and overwhelm to create their own versions of success, in and out of work.The purpose is to guide you to advance in your career and personal life with joy and tenacity alongside a group of amazing women just like you, who want to grow and change the world.

2:00 - What does “she is money” have to do with Johanna’s daughter?

4:30 - Being born with endless possibilities

5:30 - Johanna’s stressful journey to becoming a Physician 

8:15 - Feeling like a failure after being admitted to Harvard

10:45 - Where did Johanna’s passion come from?

13:15 - Are Doctors supposed to suffer?

15:15 - Deciding their is more than Medicine

18:00 - Misconceptions and Expectations

23:25 - Is Johanna’s daughter named “Money”?

26:15 - Becoming A Coach

27:10 - She Is Money

29:00 - Believing you have no other choice

35:15 - Support on a new venture

37:00 - Managing your mind

39:30 - The importance of influence

40:50 - Defining success for yourself

42:15 - Connecting with Johanna

If the Society sounds like just the thing you need to create your own version of success, Johanna’s saving you a seat!  Sign up at: www.sheismoney.com

www.instagram.com/she.is.money

Dr Latifat is a practicing Gastroenterologist and founder of The Money Coaching school for badass women physicians. She combines her knowledge of personal finance and skills as a certified life coach to help women have money. Her goal is that every woman will learn money and have the financial freedom to live life & practice medicine on their own terms.

1:00 - Turning Latifat’s hobby into a business

4:00 - Staying simple, non-judgemental, and reproducible

4:30 - How and why Latifat didn’t have to worry about money during the pandemic

6:30 - Being intentional with money vs having money just to have money

9:30 - Going from where you are to where you want to be

12:00 - Being OK with not knowing “what’s next”

14:00 - Using money as a gift and as a power of choice

15:50 - Finding value through experiences

17:50 - Active investing

19:30 - 13 doors in 2 states

22:30 - Money school for women physicians

23:30 - The relationship with yourself, your money, and the combination

24:15 - Women elevating other women

25:00 - Connecting with Latifat

How to have money left at the end of the money. https://www.moneyfitmd.com/cashflow

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Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You

Social Handles:

https://www.instagram.com/moneyfitmd

Website: 

www.moneyfitmd.com

Originally from Harlingen, Texas, Dr. Roderick Capelo received his Bachelor of Arts in Biology at The University of Texas at Austin, then attended medical school at UT Southwestern Medical School in Dallas. He completed his Orthopedic Surgery internship and residency at John Peter Smith/Fort Worth Affiliated Hospitals in 2004. During his first 2 years of residency, he was unsure what aspect of orthopedic surgery was right for him. His first rotation outside of John Peter Smith Hospital was in Pediatric Orthopedics at Cook Children’s Medical Center in Fort Worth, and he immediately found his calling. Within his first week on that rotation, Dr. Capelo knew that caring for children was his passion. Upon dedicating himself to treating children, he underwent specialized training in Pediatric Orthopedic Surgery. He completed his fellowship training in Pediatric Orthopedics at Rady Children’s Hospital in San Diego. Dr. Capelo co-founded Pediatric Sports and Spine Associates in 2006. He has lived in the DFW Metroplex for over 20 years. He and his wife, Renee, have 2 daughters and a son. He enjoys spending time with his family, reading and listening to books on personal development, traveling, cooking, jogging, and working out. He and his family have lived in Colleyville since 2013. Dr. Capelo is Board Certified in Pediatric Orthopedic Surgery and is a Diplomat of the American Academy of Orthopedic Surgeons.

2:50 - Roderick’s childhood dream of being an Orthopedic Surgeon

3:30 - How a patient at Dallas Children’s Hospital changed Roderick

4:50 - Out of control and wanting to quit

6:45 - Finding Real Estate investing

8:20 - Importance of Mentors and Masterminds

13:50 - Roderick’s first deal in 2017

15:40 - The importance of asking for help

16:45 - Deals gone bad

19:00 - Becoming a General Partner

21:20 - Advice for working with investors 

24:15 - Never put “only” and $100,000 in the same sentence

27:45 - Passive income and options

29:00 - Planning for financial freedom

32:30 - Multi-family investments

35:30 - Finding the time

38:15 - Connecting with Roderick

With 20+ years experience as a Real Estate investor and property manager, Terrie is CEO & founder of MyRoom Gestion, a property management and Real Estate consulting group based in Montreal, Canada. She is the leading authority on applying mindfulness principles to Real Estate investing, and has written the #1 bestselling book on the topic, Mindful Landlord.

Co-host of two wealth and real estate podcasts (The Mindful Wealth Podcast & The Real Estate Investor's Club Podcast), her clients include business owners, executives and professionals who want to hedge the rat race, and gain financial freedom through Real Estate. Her passion is to help fellow investors act for both profit and peace of mind.

Her key areas of expertise are Real Estate with a focus on holistic wealth, financial freedom, female excellence in investing and beyond. She has given keynote addresses at Canadian Real Estate conferences on these topics.

Terrie holds a PhD (SFU) and Masters degree from Oxford University. She is two-time world champion in Brazilian Jiu Jitsu. Her best selling book, Mindful Landlord, is currently available on Amazon.

2:00 - Terrie on dealing with panic attacks

3:20 - Developing a mindfulness practice

5:40 - Kickboxing, mindfulness, philosophy, negative thoughts….and real estate?

8:00 - 10 years of college “just to be a landlord?”

10:00 - Mindful Landlord

10:30 - Commercial

12:10 - Terrie’s definition of mindfulness

13:40 - What’s inside Terrie’s book, Mindful Landlord

16:45 - The social footprints of your decisions

21:35 - Mindful Landlord Action Plan

21:50 - Connecting with Terrie

Book landing page - www.mindfullandlord.com

Company Website - www.terrieschauer.com

Mindful Wealth Podcast page - www.mindfulwealthpodcast.com