The Road to Financial Freedom

Dec 04 2023 10
The Road to Financial Freedom Podcast artwork

Welcome to The Road to Financial Freedom, CamaPlan’s Premiere Podcast! In each episode, you will learn from successful self-directed investors and the people creating wealth-generating investment opportunities for them. Hear their stories, strategies, tactics, and life lessons that shaped their success to build the knowledge they need to achieve financial freedom. Throughout this series, guests share incredible stories and strategies that include but are not limited to: Self-Directed IRAs, Roth IRAs, real estate, notes, investor hospitality, hard money loans, family investing, multi-family, self-storage, investment funds, Fair Market Values, asset protection, funding purchases, mineral and land rights, and tax liens.

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S3, E39: From Teacher to Private Money Lender, with Heather Dreves

Dec 04 2023 30 mins  
Today's guest, Heather Dreves, is an author, speaker and 15+ year private money veteran, as Secured Investment Corp's Fund Manager. Heather has sold more than $100 million in Trust Deed Mortgages and raised over 30 million in Debt and Equity Funds. She talks about her move from teacher to passive investor and helping others do the same. To hear more about Heather and thei

S3, E38: Foreign Currency Trading, with Kevin Jefferson

Nov 13 2023 32 mins  
Today's guest, Kevin Jefferson, is a graduate of the United States Military Academy at West Point and has served as a Field Artillery officer with rapid deployment units worldwide. He has been a financial professional for over 20 years, and has created a trading course that has positioned several of his students to replace their six-figure work incomes and significantly reduce

S3, E37: Clarity in Leadership, with Margie Oleson

Nov 06 2023 32 mins  
Today's guest, Margie Oleson, is an executive coach and leadership / team development expert with a doctorate in Organization Development. She delivers her coaching with practical strategies and actions for leaders and their leadership teams to build the right foundation for teamwork and productivity. Margie developed Top Team Accelerator, which helps senior leaders and their

S3, E36: Bite-Sized, with Noah Miller

Oct 30 2023 34 mins  
Today's guest, Noah Miller, is the Founder and President of Royal Palm Funding, a private lender focused on short-term bridge loans in the sub $5MM space. Royal Palm Funding has a nationwide footprint with a focus on commercial real estate and single-family investment properties. For more than a decade, Miller has been involved in all aspects of the commercial real estate inve

S3, E35: Single Tenant Commercial Real Estate, with Solomon Thomas

Oct 03 2023 34 mins  
Today's guest, Solomon Thomas, is an expert in consulting across multiple industries in business development, marketing, and client retention. He has extensive experience in leading high-performance teams in robust solutions selling with complex, enterprise-level solutions as well as being experienced in workflow facility moves, and processes from billing to business modeling,

S3, E34: Circuit City's Return, with Ronny Shmoel

Sep 25 2023 42 mins  
Today's guest, Ronny Shmoel, is a serial entrepreneur with a track record of multiple successful exits. He has been in the eCommerce and marketplace industry for over 20 years and has transformed struggling brands into successful ventures. Ronny's last eCommerce venture became one of the "Top 500 Internet companies in the US" for several consecutive years. He is

S3, E33: The Value of Due Diligence, with Peter Powers

Sep 18 2023 36 mins  
Today's guest, Peter Powers, is the Co-Founder of SP Venture Partners, where he is primarily responsible for developing and maintaining relationships with owner/operators and family offices as well as leading the asset management team. Prior to founding SP Venture Partners, Peter led the real estate platforms for his family’s investment office, MPI Family Office. As head of

S3, E32: Childless Wealth, with Jay Zigmont

Sep 11 2023 33 mins  
Today's guest, Jay Zigmont, is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealth” as well as the co-host of the Childfree Wealth podcast. To hear more about Jay and

S3, E31: Oil and Gas Mineral Rights, with Troy Eckard

Sep 05 2023 35 mins  
Today's guest, Troy Eckard, is the CEO of Eckard Enterprises, comes with 37 years of expertise and is a foremost authority on oil and gas direct ownership investing. As of this recording, he and his 1,200 partners have co-invested in over 5,000 oil and gas producing wells, valued at just under $600M. He is not only a wealth of knowledge and successful investor, but he's a

S3, E30: Skin in the Game, with Suraj Jagannathan

Aug 29 2023 31 mins  
Today's guest, Suraj Jagannathan, has served as a Strategic Partner at Trinity Investors since 2019. He is a 13-year veteran of Wall Street, trading institutional Mortgage-Backed Securities. He spent 8 years as a Vice President at Southwest/Hilltop Securities, then another 5 years as Managing Director at a boutique broker-dealer in New York. To hear more about Suraj and their