Retire Wealthy and Happy

Ben Waller, Earl Cline and Roger Jacobsen
  • 5.0 (10)
  • INVESTING
  • UPDATED WEEKLY

Do you want to learn how to eliminate worries and frustrations about your financial situation? If so, you’re lucky because this podcast will turn your dreams about retiring early and comfortably into reality! Every Wednesday, we’ll dive deep into financial tips and tricks and help you apply them immediately without getting caught up in theories to launch your investing journey and make passive income instantly. With each episode we publish, you’ll discover the opportunities for building wealth that lies beyond your career. Support the lifestyle you deserve by taking action and making smarter financial decisions. By tuning in to the Retire Wealthy and Happy podcast, you can plan a better future for yourself and your family today! 

  1. Ep57: How to Build a Debt-Free Real Estate Portfolio with Joel Friedland, SIOR

    06/18/2024

    Ep57: How to Build a Debt-Free Real Estate Portfolio with Joel Friedland, SIOR

    Explore the world of industrial real estate with Joel Friedland, SIOR as he unveils his unique, debt-free approach to property investment. Learn about the strategic moves that have fueled his success and discover how you can apply these insights to your own investment endeavors. Tune in now to unlock the secrets of building a recession-proof portfolio! Key takeaways to listen for Tips on acquiring industrial properties with high returns and minimal riskGame-changing direct negotiation tactics for sealing lucrative dealsWhy do you need to adopt a debt-free investment philosophy?Benefits of long-term property investmentThe value of mentorship and fostering the next generation of investors Resources mentioned in this episode The Four Agreements by Don Miguel Ruiz | Kindle, Hardcover, and Paperback About Joel Friedland, SIOR Joel has a 42-year track record in industrial real estate. As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales, totaling over $2 billion in transactions. His greatest accomplishment is maintaining valued relationships with brokers, tenants, and investors spanning five decades. He does fully syndicated deals with 0% debt, an unheard-of approach in real estate that caters to his wealthy investor base, primarily concerned with conserving principal. His experiences during the Great Recession in 2008 have informed his investment approach, which is hyper-conservative while still allowing an ~8% cash return, plus upside, for his investors. Connect with Joel Website: Brit PropertiesLinkedIn: Joel Friedland, SIOR Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    34 min
  2. Ep56: Retire 5 to 10 Years Earlier by Following These Finance Tips! with Amy Cook, CFP®

    06/11/2024

    Ep56: Retire 5 to 10 Years Earlier by Following These Finance Tips! with Amy Cook, CFP®

    Do you want to accelerate your path to retirement? Join Amy Cook, CFP®, as she unveils actionable strategies to overcome financial fears and make smarter investment choices. Tune in now to start rewriting your financial story and steer a sure course toward financial independence. Key takeaways to listen for How subconscious stories about money impact your ability to make empowered financial decisionsPractical steps to significantly reduce your retirement timelineTechniques to help you overcome investment anxietyReal estate strategies to generate additional income and build wealthThe importance of creating and practicing sustainable financial habits Resources mentioned in this episode Your Money Narrative by Amy R. Cook CFP® | Kindle and HardcoverThe Richest Man in Babylon by George S. Clason | Hardcover and PaperbackThe Millionaire Next Door by Thomas J. Stanley and William D. Danko | Hardcover and Paperback Do you want to learn comprehensive services designed to align your financial decisions with your life goals? Visit https://www.mavenlanefinancialgroup.com/retirewealthyhappy for valuable resources and to schedule a discovery interview with Maven Lane Financial Group. About Amy Cook, CFP® Amy is a Certified Financial Planner™ professional residing and working in San Mateo, California, serving clients nationwide from her local office. With twenty years of experience in financial services, Amy and her team help clients across varied industries and life stages, underscoring that strategic financial planning is integral to making informed decisions and achieving long-term objectives. In her free time, Amy loves working on her decorating projects, building small-scale dollhouses, and restoring vintage typewriters. Connect with Amy Website: Your Money Narrative | Maven Lane Financial Group Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    38 min
  3. Ep55: Proven Strategies to Maximize E-commerce Profits with Minimal Time Investment with Will Basta

    06/04/2024

    Ep55: Proven Strategies to Maximize E-commerce Profits with Minimal Time Investment with Will Basta

    Turn your passive income dreams into reality through a fully managed, done-for-you e-commerce service with Will Basta. Stay tuned as we talk about the ins and outs of launching successful online stores and building your own digital real estate. So dial in to tap into this trillion-dollar industry even without prior experience! Key takeaways to listen for Insights into starting and scaling an e-commerce businessHow does AI help in predicting market trends and optimizing e-commerce operations?Global market expansions and opportunities for e-commerce businessesWhy are e-commerce businesses considered digital real estate?Strategies for securing investments in e-commerce with data-backed guarantees Resources mentioned in this episode TikTok Shop Create joy and sell moreAmazon.comAtomic Habits by James Clear | Kindle, Hardcover, and Paperback About Will Basta When it comes to growing an e-commerce business on a global scale, Will Basta stands out as the ultimate expert. Based in LA and renowned for his dynamic approach, Will brings over ten years of experience in e-commerce, venture capital, and digital innovation to the table. His strategic insights and innovative methodologies have consistently delivered exceptional results, driving substantial growth for online businesses. Connect with Will Website: ACVInstagram: @ecomwithacvYouTube: ACV: Accelerated eCom Ventures Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    28 min
  4. Ep54: Financial Strategies to Secure Your Legacy with Mark B. Murphy

    04/30/2024

    Ep54: Financial Strategies to Secure Your Legacy with Mark B. Murphy

    Join us as Mark B. Murphy, a master financial strategist, unravels the secrets to building generational wealth. In this episode, Mark shares invaluable insights into leveraging your business and investments to secure a financially free future. Discover practical strategies to transform your approach to wealth creation and ensure a legacy of prosperity today. Key takeaways to listen for Understanding the foundational principles of creating generational wealthPractical tips on diversifying investments to bolster financial securityThe role of strategic thinking in financial planning and business developmentHow to use real estate as a powerful tool for building recurring revenueWhy you need to have a mindset of abundance and proactive financial management Resources mentioned in this episode The Ultimate Investment by Mark B. Murphy | Kindle and Hardcover10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and PaperbackProfit First by Mike Michalowicz | Kindle and HardcoverThe Go-Giver by Bob Burg and John David Mann | Kindle, Hardcover, and PaperbackOutliers by Malcolm Gladwell | Kindle, Hardcover, and PaperbackWho Not How by Dan Sullivan and Benjamin Hardy | Kindle, Hardcover, and Paperback About Mark B. Murphy Mark, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon. Connect with Mark Website: Mark B Murphy  | Northeast Private Client GroupFacebook: Mark B. Murphy | Northeast Private Client Group Instagram: @mark_b_murphyLinkedIn: Mark B. Murphy | Northeast Private Client Group Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    38 min
  5. Ep53: How To Reach Financial Freedom and A Secure Retirement with Damion Lupo

    04/09/2024

    Ep53: How To Reach Financial Freedom and A Secure Retirement with Damion Lupo

    Join us as Damion Lupo shares his rollercoaster journey from building a $20 million portfolio to pioneering FrameTec, a company revolutionizing the construction industry. Discover actionable insights on taking control of your financial destiny through eQRP, and learn the importance of niche focus for monumental success. So, press play to transform your approach to finance and construction right now.   Key takeaways to listen for Importance of resilience and adaptability in entrepreneurshipHow facing financial setbacks can lead to personal and professional growthInsights into the innovation behind FrameTec and its potential impact on the construction industryThe role of eQRP in empowering individuals toward financial freedom and retirement planning Why you need to invest in businesses with a mission and purpose beyond profit  Resources mentioned in this episode Mastery by George Leonard | Kindle, Hardcover, and Paperback   About Damion Lupo Damion Lupo, serving on the Board of Advisors at FrameTec, brings a dynamic blend of experience in private equity real estate, entrepreneurship, and finance. His career is marked by a passion for innovation and a deep understanding of market dynamics. As an entrepreneur, Damion has a keen eye for identifying and capitalizing on investment opportunities, which is instrumental in guiding FrameTec's strategic decisions. His expertise in finance and real estate equips him with a unique perspective on sustainable growth and value creation. Damion's role at FrameTec is critical in providing strategic insights and fostering a culture of innovation and financial acumen, ensuring the company's continued success and leadership in the industry.   Connect with Damion Website: FrameTec | eQRPPodcast: Financial UnderdogsLinkedIn: Damion Lupo  Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    35 min
  6. Ep52: Don’t Invest in Day Trading Blindy by Following These Tips with Anmol Singh

    03/19/2024

    Ep52: Don’t Invest in Day Trading Blindy by Following These Tips with Anmol Singh

    In this episode, we delve into the fascinating world of day trading and investing with Anmol Singh, a prominent figure in the stock market. He provides valuable insights into day trading, investing strategies, and the future of cryptocurrency and real estate. Join us as we explore how to navigate the financial markets, make informed decisions, and achieve financial success. Key takeaways to listen for Anmol's journey from college dorm trading to establishing Live TradersSignificance of pattern recognition and technical analysis in day tradingAn in-depth look at day trading versus long-term investingImpact of cryptocurrency on the financial world and Anmol's perspective on future trendsThe role of real estate in diversifying investment portfolios and the potential of tokenized real estate Resources mentioned in this episode Prepping For Success by Anmol Singh | Kindle, Paperback, and HardcoverLofty AISlice Space About Anmol Singh Anmol Singh is a renowned consultant in the Trading and Investing Industry who has achieved great success through his firm, LiveTraders. Established in 2015, LiveTraders has earned the #1 spot in Trading Education for three consecutive years. With over 1000 traders and investors trained and coached by Anmol, some of his protégés have even established their own hedge funds. Connect with Anmol Website: Live TradersX: @DeltaNinety Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    48 min
  7. Ep51: Buy Back Your Time Using These Proven Tips with Heidi McNulty

    03/12/2024

    Ep51: Buy Back Your Time Using These Proven Tips with Heidi McNulty

    Join us in securing your financial future with practical tips and budgeting wisdom from Heidi McNulty. Dial in and explore the power of financial intelligence so you can have the confidence to navigate life's unexpected challenges. Don’t miss these essential money insights for your retirement planning and wellness. Key takeaways to listen for Pros and cons of flipping high-end housesEssential tips to achieve financial literacy Buying Time: What it’s for and why you need it3 simple yet effective steps to handle your stress A life lesson on healing and finding love again Resources mentioned in this episode Tonny Robins Braveheart Warrior in the Garden by Rob Eastman | Kindle, Hardcover, and Paperback Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback Buying Time by Heidi McNulty | Kindle and Paperback   Get ready for the launch of "Buying Time" by Heidi McNulty on March 28th! Discover the keys to financial independence and learn to thrive in uncertain times. Visit HeidiMcNulty.co to learn more and join the celebration! About Heidi McNulty Heidi McNulty is a visionary entrepreneur, investor, and advocate committed to empowering minds and bodies. With a successful exit in 2022, she's a trailblazer in real estate and tech. Co-founder of a holistic gym, she integrates mind, body, and business principles. Her upcoming book, "Buying Time," shares wisdom on wealth and fulfillment. Passionate about mentorship and community impact, Heidi's mission is to inspire positive change and holistic growth. Connect with Heidi  Website: HeidiMcNulty.coInstagram: @heidimcnultyFacebook: Heidi McNultyLinkedIn: Heidi McNulty Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    42 min
  8. Ep50: Fuel Your Retirement through Oil and Gas Investments with RJ Burr

    02/20/2024

    Ep50: Fuel Your Retirement through Oil and Gas Investments with RJ Burr

    Dive into the dynamic world of oil and gas with RJ Burr. Learn valuable insights about the fundamentals of oil and gas investing for beginner investors. Plus, we’ll also explore the vast potential and lucrative opportunities that await domestic oil production for your retirement. So tune in! Key takeaways to listen for A beginner’s guide to oil and gas investingHow RJ got into the oil and gas industryWhy nuclear energy and natural gas are nonviable investment optionsThe role of politics in the American oil industryWhat is the estimated value of an oil production company? Resources mentioned in this episode  The Usual SuspectsApollo 13ExxonMobilShell GlobalMarathon OilThink and Grow Rich by Napoleon Hill | Kindle and PaperbackAtlas Shrugged by Ayn Rand | Kindle, Paperback and HardcoverRich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback About RJ Burr RJ is the President and CEO of Panex (Panther Exploration) Oil and Gas. He is a third-generation producer of American oil. Born into the industry, RJ was in his first location before he could walk and has been fascinated by the production of oil his entire life. Within three months of graduating high school, RJ funded his first partnership and never looked back.  With a main focus on the Gulf Coast, RJ’s companies have raised and deployed over 300 million US dollars in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves. Connect with RJ Website: Invest in American OilFacebook: PanexLinkedIn: Panex CorpEmail: rjburr@panex.us Connect with Us To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call! Follow our social media pages! Facebook: Monument Real Estate Capital LinkedIn: Monument Real Estate Capital

    1h 4m
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About

Do you want to learn how to eliminate worries and frustrations about your financial situation? If so, you’re lucky because this podcast will turn your dreams about retiring early and comfortably into reality! Every Wednesday, we’ll dive deep into financial tips and tricks and help you apply them immediately without getting caught up in theories to launch your investing journey and make passive income instantly. With each episode we publish, you’ll discover the opportunities for building wealth that lies beyond your career. Support the lifestyle you deserve by taking action and making smarter financial decisions. By tuning in to the Retire Wealthy and Happy podcast, you can plan a better future for yourself and your family today! 

Information

  • Creator
    Ben Waller, Earl Cline and Roger Jacobsen
  • Years Active
    2023 - 2024
  • Episodes
    58
  • Rating
    Explicit
  • Copyright
    © 2024 Retire Wealthy and Happy
  • Show Website
    Retire Wealthy and Happy