Wealth B-Hers

Do you know how to use the power of your money with Impact Investing? That's an incredible opportunity for you to have both profit and purpose. In this conversation, Dr. Recha Bergstrom, a radiologist and founder of The Physician Philanthropist, shares how she has worked extensively with other doctors to develop effective giving strategies that provide personal community and global impact. She discloses how physicians can donate effectively and invest responsibly and touches on why being intentional and thoughtful with where you put your money can make a difference and maximize your positive impact on the world. Listen and enjoy!

Key Highlights:

[00:02 - 07:47] Opening Segment

• What The Physician Philanthropist does

• How Dr. Recha helps physicians be the change they want to see in the world and feel empowered

[07:48 - 15:09] Different Ways to Do Philanthropy

• How to invest your money thoughtfully to make a difference

• Making the world more the kind of place you want to see is one of the best returns

• Dr. Recha shares what she looked at in the first organizations that she donated

[15:10 - 22:17] How to Make The Most Impact with Your Money

• What a Giving Circle is and how it helps women and children all over the world

• Focus on what contributions will accomplish and be able to see a long-term impact.

• How a fund has been set up to make donating to charity easy for anyone

[22:18 - 30:01] Make a Difference in the World

• How people can invest in an impactful way

• Why impact investments can be hard to find and  come by

[30:02 - 35:07] Closing Segment

• Why companies can benefit from social and environmental responsibility, and how this has become more important

• Always follow up with companies to make sure they're meeting your expectations

Want to connect with Dr. Recha? Follow her on LinkedIn, Instagram, and Facebook. Head to The Physician Philanthropist, and find out why your money is a powerful tool!

Join Dr. Recha Bergstrom in making a difference with Impact Investing for Doctors https://www.thephysicianphilanthropist.com/impact-investing

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

Key Quotes:

"What I want to do is make it easy for people to donate and know that they're making the best impact or the most impact that they can with their money." - Dr. Recha Bergstrom

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Are you already familiar with Socially Responsible Investment principles? Kimberly Griego-Kiel believes that everyone has the power to make choices that have a positive impact on society, and helps people invest in mutual funds that align with their values. In this conversation, she discusses the different ways in which impact investing can be measured and how it is not always an issue with performance. She also discloses that there is a growing trend of sustainable impact investors and clarifies that impact investments are not only financially beneficial but also socially and environmentally responsible. Let's start where financial values and goals meet!

Kimberly is an Accredited Investment Fiduciary™ (AIF) who is committed to helping investors achieve financial success while simultaneously pursuing positive environmental, a social, and economic change consistent with their values. She brings a socially engaged, people-oriented perspective to her work in the investment world.

Kim launched her career in finance in 1998, working in the Santa Fe office of First Affirmative Financial Network, where she was mentored by strong leaders in the SRI field. In 2007, she founded Horizons Sustainable Financial Services. Now a leader in SRI herself, Kim mentors co-workers and employees who are equally committed to the values and goals of SRI.

Key Highlights:

[00:01 - 08:51] Opening Segment

• How Kimberly helps investors pursue positive environmental social and economic change consistent with their values

• Horizons Sustainable Financial Services

• An overview of impact investing

• Check out Deep Impact Investing

[08:52 - 17:01] 401k Investors Can Make a Difference

• Women and people of color are disproportionately affected by environmental issues

• water quality, food deserts, and pesticide exposure

• How we can focus on the impact of our food and reduce the environmental impact

• 401k investors have a choice to invest in sustainable options, which can help reduce environmental impact

[17:02 - 24:55] Impact Investing: Is There a Simple Way to Do It?

• Is impact investing a good idea?

• Places where people can find information about impact investing

• The social policy questionnaire that asks clients to fill out their values

• How advisors can help someone with a 401k to understand their options and choose a fund that aligns with their values

[24:56 - 32:41] Sustainable Impact Investing Becomes Mainstream

• Kimberly introduces her upcoming ebook

• An overview of how the sustainable impact investing world works

• How Horizons work with clients to create diversified impact portfolios

• Why clients are increasingly interested in ESG and impact investing

[32:42 - 40:12] Make a Choice in What To Invest In

• Kimberly explains why Tesla is not working for some people

• Don't take what you don't want

• What Global Sojourns Giving Circle does

[40:13 - 40:00] Closing Segment

• The importance of positively impacting others through deep impact investing.

Want to connect with Kimberly? Vitis Horizons, and invest like you give a damn!

Key Quotes:

"We want to give people the power and empower us to make choices that are going to have a positive impact." - Felecia Froe

"Employees have to push their employers to add sustainable options to their 401k plan." - Kimberly Griego-Kiel

"When I present a troubling issue, I also provide a positive potential outcome or something we can do." - Kimberly Griego-Kiel

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Can you believe it's been two years since we started this amazing journey with the Money with Mission Podcast? In this special episode, I want to thank you all for your support and I want to share some personal experiences that have helped me grow on this incredible path. I've learned to appreciate life more and I look forward to the next few years as I continue to make a positive impact in the world. Listen and enjoy!

Key Highlights:

[00:01 - 03:07] Happy Birthday!

• Let's celebrate two years of this incredible podcast

• How we were able to build the first full-service grocery store in Tulsa

• Why we decided to sell the business

[03:08 - 06:49] Making an Impact and Increasing Happiness

• My journey working with a program for diabetic people

• How living with my mother helped me grow in ways I couldn't imagine

• How much I love rollercoasters

Key Quotes:

"I truly believe that each and every one of you is doing so much to make a difference in the world. I hope that these guests have inspired you to invest in what is important to you and to know that you can invest for positive social impact and receive a financial return." - Felecia Froe

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Do you believe it's possible to secure your freedom and launch a legacy through the power of real estate investing? Black Swan Real Estate is a business that inspires others to drop their superhero cape and collaborate to make a real difference in the world. They believe that by making a difference in the lives of others, they can create a legacy of positive social impact. In this week's episode, the Co-Owner and Fund Manager, Nick Stageberg discloses why they focus on revitalizing communities and helping as many people as possible achieve financial freedom and the process they follow to find valuable properties and match them with incredible residents. Pay close attention to Nick's outlook on why helping people thrive in a growth mindset for wealth creation and full life makes a difference.

Nick with his wife, Dr. Elaine Stageberg, own and manage Black Swan Real Estate, a real estate investment and property management company based in Rochester, MN. In the last 10 years, Nick and Elaine built an impressive portfolio of 600 doors and over $130 million in assets under management. Their mission is to revitalize their community and help as many people as possible find financial freedom. Together, Nick and Elaine are putting our ding in the universe - one property and one relationship at a time.

Key Highlights:

[00:01 - 11:11] Opening Segment

• Nick introduces Black Swan Real Estate

• How Nick and Elaine revitalize their community and help as many people as possible achieve financial freedom.

• Nick shares how he transitioned from technology to real estate and how it was a blast to live with roommates and then children.

[11:12 - 21:40] Black Swan Real Estate: Changing The World

• How the culture of excellence brought to technology and medicine has been applied to the real estate business

• What happens when property management companies prioritize the needs of their investors or property over those of their residents

• Homeownership is not necessarily a bad thing as it can help increase the value of a property

• Nick explains how Black Swan Real Estate has built a large portfolio of single-family homes over the past few years

[21:41 - 29:42] How to Benefit From The Tax Advantages of Investing in Real Estate

• The tax benefits of investing in real estate, and how these benefits can be translated to individuals regardless of their income or wealth

• Passive income from real estate investments is taxed at a much lower rate than active income, and this tax advantage can be significant

• Why it is key to give residents a chance to voice their opinions before anything changes.

[29:43 - 37:46] Investing to Change Lives

• How the management company for a community of low-income residents changes over time

• How the management company tries to serve the residents in the best way possible

• Nick discloses how they buy and renovate apartments, creating more opportunities for residents to stay in their homes

[37:47 - 41:16] Closing Segment

• There are many ways to use your money to make a difference in the world

Do you want to learn more about Black Swan Real Estate? Join the Community on Facebook for access to exclusive content (https://www.facebook.com/groups/singlefamilyatscale)

Sign up for the Black Swan Real Estate newsletter, and join Nick & Elaine for their next Community Power Hour: a live, interactive, online meeting each month to share their latest real estate insights (https://blackswan.mykajabi.com/connect)

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

Key Quotes:

"People try to resist that change, and you just can't do that. The only thing that is consistent in life has changed." - Nick Stageberg

 "We need to be making the world a better place to live in the most tangible sense of the word." - Nick Stageberg

"We have the privilege to serve people where they live and to literally make the world a better place to live." - Nick Stageberg

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Buying a home can be a difficult process, especially for those with poor credit, no credit, and a limited amount to invest. However, there are incredible people out there that ensure everyone has different alternatives to owning the house of their dreams. In this episode, Brian O'Neill, the CEO, and Founder of BKW Property Solutions shares his journey in providing flexible real estate solutions for buyers and sellers in the Greater Chicagoland area and beyond. He believes in giving back to the community and believes that helping his clients realize their dreams is one way he can do that. Let's dig into the alternative ways to buy and sell a house!

Key Highlights:

[00:02 - 06:06] Opening Segment

Brian O'Neill introduces BKW Property Solutions

How to provide flexible solutions for both buyers and sellers

There are many ways people can sell a house

[06:07 - 19:09] Have A Strong Why Behind Your Business

How creative financing will help people who can't or don't want to sell their house in the traditional market

Brians shares an experience where a buyer could buy a property without having to pay any upfront costs

The resources and education that BKW provides to help self-employed

How BKW is looking to improve neighborhoods by purchasing houses and making them better

[19:10 - 25:32] How Investors Can Help You Serve Your Neighborhood's Mission

How Brian wants to help improve neighborhoods while keeping the people that live there affordable

Brian is willing to work with sellers and buyers to make sure that everyone is successful

Connect with Brian on social at @bkwpropertysolution.com or email [email protected]. Make sure to visit www.bkwpropertysolutions.com, flexible real estate solutions for buyers and sellers!

For a copy of Brian’s HandBook for Homeowners email: [email protected]

Don’t forget to grab your FREE report of 7 Steps to Building Resilient Wealth

Key Quotes:

"We want to make sure [people's] down payment funds are available, whether it's some now and some over the course of the term that they're in the house so that we put them in the best position to win." - Brian O'Neill

"It's important to have a strong why behind your business." - Brian O'Neill

"Selling of your house is a, is a big financial commitment, but it's emotional too." - Brian O'Neill

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Would you like to move to another country and start investing and making an impact? In today’s episode, we have an incredible guest, David Kafka, the founder, and director of Caribbean Capital Group LLC. David Kafka oversees acquisitions, investment strategies, and business development. Prior to living and investing in Belize, David was the founder and manager of Supergreen Inc., a successful landscaping company based in Charleston, South Carolina. In addition, he spent nearly 12 years serving his community as a Firefighter/Engineer for the Mount Pleasant, SC Fire Department.

David has resided in Belize for over 10 years with his family and is the Broker/Owner for RE/MAX 1st Choice real estate offices in Placencia and Hopkins. Along with his team, David shares his expertise in coastal, mountain, tropical jungle, riverfront, and agricultural properties as one of the top real estate brokerages in Belize serving the Placencia, Hopkins, Punta Gorda, Corozal, and Belmopan areas. As a volunteer for Believe in Belize, David supports Belizeans through education, health, and community development by partnering with other organizations to deliver high-impact projects and services. To continue with his passion for animals and volunteerism, David has served as a board member and chairman of the Placencia Humane Society (PHS) for over five years.  

Listen and enjoy!

Key Highlights:

[00:01 - 06:50] Opening Segment

David shares his experience living in Belize

The reason why David decided to move to Belize

[06:51 - 16:11] Building Your Wealth Through Real Estate 

How David could own a RE/MAX franchise in Placencia

What David does in Belize to make an impact

How to help people invest in their own country

[16:12 - 23:35] Closing Segment

Connect with David through LinkedIn, and Facebook. Head to caribbeancapitalgroup.com, and invest in the fastest-growing destination in the Caribbean. Read more about how David provided safety and protection to his community here: https://bit.ly/3jVaYqB  

To learn more or to join the Coastal Living Tour email [email protected].

Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth 

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Tweetable Quotes:

“I want to do stuff that kind of makes an impact and, and help more people faster." -  David Kafka

Have you ever heard about Carbon Capture Technology? What if I tell you that investing in those projects could be one way to help the environment and reduce your tax burden. In this week’s episode, Dr. Eric N. Shelly and I get into the weeds on carbon capture. We talk about the environmental impact of this technology and how investing in this technology is beneficial to your bottom line with tax savings as well as cash flow. Eric talks about different ways that this technology impacts us and our environment through carbon capture and sequestration which decreases greenhouse gas and enhanced oil recovery decreasing the number of oil wells that need to be drilled. Our government wants private investors to provide these services and provides significant tax benefits against W-2 income. 

Dr. Eric is an entrepreneur and investor. After earning a BA in Physics at Franklin & Marshall College and a DMD from the University of Pennsylvania, Eric established and grew a thriving multi-doctor, a multi-office dental business that has prospered for three decades. Eric sold his dental business and now focuses on sharing his skills, connections, knowledge, and opportunities with successful professionals. He and his team build and manage diversified strategic portfolios and projects targeting high yields, tax advantages, and equity growth and preservation. Currently, Eric and his team are focusing on the clean energy technology space, where they have acquired over $50 million in assets over the past 2 years.

Listen and enjoy!

Key Highlights:

[00:02 - 07:42] Opening Statement

Eric shares his background and work experience

When Eric decided to start looking at real estate and decide that you were ready to get rid of the dentistry

Real estate has been a critical component of the financing of Eric's practice

[07:42 - 19:44] Investing in Buildings Along with Practice Finance

Why Eric ended up investing in carbon capture technology

Eric shares capital gains and taxes when selling his properties

How new technology for cleaning up gas works

[19:45 - 29:43] Doing Carbon Dioxide Removal

The economic benefits of carbon capture and storage (CCS) 

Freedom Energy funds essentially raise money to buy equipment in various packages

How Eric’s project takes advantage of the oil drilling deduction

[19:45 - 36:58] The Economic and Environmental Benefits

How to offset taxes with investments in projects that improve the carbon dioxide (CO2) in the atmosphere

The risks and rewards associated with investing in a fund that uses leverage

The reason why tax advice should be sought before making any investment decisions

[36:59 - 38:15] Closing Segment

Connect with Eric through LinkedIn, and Facebook. Make sure to check out Freedom Impact Consulting,  a company that provides entrepreneurial investors and busy professionals with passive income strategies and tax mitigation tools to take control of their family’s financial future. 

To receive your FREE Report: Top Benefits of Investing in Carbon Capture Technology: https://bit.ly/3s35jDE or email [email protected].

Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth 

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Tweetable Quotes:

“Before storage technology, the gas with the CO2 would come out of the ground. They would have to take all of that product to someplace to have it cleaned up so that then the gas could be used for what the gas was going to be used for." - Eric Shelly

“By capturing and storing CO2, we're able to reduce our reliance on fossil fuels while maintaining a healthy environment. This is an important technology because we need to reduce our reliance on fossil fuels in a way that doesn't have a negative impact on the environment.” - Eric Shelly

Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control.  In this week’s episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it,  letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the  government decide what’s important. 

Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country. 

Listen and enjoy!

[00:01 - 07:46] Opening Segment

How David went from being a business owner to being a real estate investor

Why a tax problem changed David’s mindset 

David’s insights about paying taxes for making a lot of money

[07:47 - 21:54] Investing for Tax Benefits

The benefits of the tax code 

David’s projects to help high paid people have tax benefits

How people can do a better tax planning

David shares experiences that he has had with high paid professionals

David introduces his book Building Chicken Coops for Dummies 

[21:55 - 23:01] Closing Segment

Connect with Dave through LinkedIn. Head to The Real Asset Investor, and build wealth with higher yield cash flow investments. To receive Dave’s ATM & Self-Storage Fund III Investment Summaries email [email protected]

Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. 

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Tweetable Quotes:

“If you want to change your tax, you have to change your facts.” - Tom Wheelwright

“It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook

“I love to put investment deals together and watch them blossom.” - David Zook 

Did you know that the biggest expense of your life is taxes? We usually think about the price of everything, but never think about how much we “spend” in taxes. It is something you can control.  In this week’s episode, I have a deep conversation with David Zook on how investing in the right things helps to save on your tax bill, even eliminate it,  letting you control what happens to your money. Helping you give your money the mission you want it to have, working on things that are important to you instead of having the  government decide what’s important. 

Dave is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $250M of real estate since 2010 which includes multi-family apartment units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oil and liquids. His team is also one of the top 5 ATM Fund Operators in the country. 

Listen and enjoy!

[00:01 - 07:46] Opening Segment

How David went from being a business owner to being a real estate investor

Why a tax problem changed David’s mindset 

David’s insights about paying taxes for making a lot of money

[07:47 - 21:54] Investing for Tax Benefits

The benefits of the tax code 

David’s projects to help high paid people have tax benefits

How people can do a better tax planning

David shares experiences that he has had with high paid professionals

David introduces his book Building Chicken Coops for Dummies 

[21:55 - 23:01] Closing Segment

Connect with Dave through LinkedIn. Head to The Real Asset Investor, and build wealth with higher yield cash flow investments. To receive Dave’s ATM & Self-Storage Fund III Investment Summaries email [email protected]

Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. 

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Tweetable Quotes:

“If you want to change your tax, you have to change your facts.” - Tom Wheelwright

“It doesn't matter who's making the rules, all you need to know is what they are, and change your strategy.” - David Zook

“I love to put investment deals together and watch them blossom.” - David Zook 

Pancham is a professional real estate fund manager and a co-founder of Mesos Capital which controls over $60M in assets. He is the host and founder of The Gold Collar Investor podcast and is passionate about teaching personal finance. Using his engineering background and his 14 years of experience in the FinTech industry, he has created systems and successfully built a portfolio that is cash-flowing over 10%. Pancham is also a co-founder of the popular Multifamily Mastermind NYC group and has been featured on investment panels, conferences, and podcasts.

If you’re interested in gaining a deeper understanding of how to invest in real estate syndications, this episode is for you!

[00:01 - 06:14] Opening Segment

Pancham shares his experience moving to the USA and starting to invest in the country

His journey working in the FinTech industry

Pancham’s transition from being an employee to being a self-employed

Why Rich Dad Poor Dad and Cashflow Quadrant books changed his life

[06:15 - 24:05]  Investing in Real Estate Syndications

Pancham’s experience getting into syndication

How Pacham overcame the feeling of scare when taking other’s money

How to face customers when deals don’t go as expected

The benefits that real estate offers as a diversification play

Pancham discloses how his team makes their tenant’s lives better

[24:06 - 25:38] Closing Segment

Connect with Pancham through his email [email protected]. Click here and discover the top 6 reasons to diversify outside of Wall Street!

Are you ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You. Enjoy the FREE download of 7-Steps to Building Resilient Wealth 

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

LEAVE A REVIEW! Your ratings and reviews help get the podcast in front of new listeners. Your feedback also lets me know how I can better serve you.

Tweetable Quotes:

“ It is very hard to take other people's money, but at the same time, if you do not take it, and you cannot use that to benefit them, it's kind of selfish because you are not sharing your skillset with them.” - Pancham Gupta

“Our goal is to really create a better life for each one of our residents.” -  Pancham Gupta