On Money with Mission we share inspiring stories from everyday people investing to improve their communities. They are, in some cases, leveraging dollars and time to transform neighborhoods and generate profits for their mission-minded investors.
As the stories are told we learn that investing money can bring financial gains to the investor as well as significant improvements and innovations to the world through revitalization, education, and agriculture.
Whether a seasoned investor with a growing portfolio or a new investor just getting started, this show will connect you to real opportunities with significant social projects.
If finding ways to put your money to work while improving communities and the people they serve is of interest to you, then start listening! Don’t miss out on the latest investment opportunity, subscribe today!
Learning to Shred Debt with Adam Carrol
Adam Carroll has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth-building capacity. With an unwavering commitment to helping people make the most of the money they make while limiting risk, reducing tax liabilities, and increasing liquidity, Adam Carroll has spent 15 years helping people do more with the money they make. He is an internationally recognized financial literacy expert, author of three Amazon best-sellers, a two-time TED talk speaker with over 6 million views on YouTube and TED.com, and is the creator of the Broke, Busted & Disgusted documentary which aired on CNBC and is shown in hundreds of high schools and colleges across the country. He is the host of the Build A Bigger Life podcast, the curator of MasteryOfMoney.com and the founder of The Shred Method™
2:30 - The need for talking about money started with a fight between Adam’s parents
4:30 - How Adam and his wife talk about money
9:10 - Student loan debt
11:15 - Disconnect between loan and repayment amounts
12:00 - Repayment methods
14:00 - The Shrink Method
16:00 - 4 things your income should do
17:30 - How banks make money off you
22:30 - 6-12 months of finances in the bank
23:30 - Do you need access to your money or do you need it available?
25:00 - Lines of credit
27:00 - How The Shred Method works
30:00 - Saving in Residency
34:00 - Invest for passive income
35:30 - Owning your income
38:00 - Connect with Adam
40:45 - Adam’s challenge for you
Investing Like a Woman with Robin Binkley
Robin Binkley is the Co-Founder of Real Equity Investment Partners, is a Professional Real Estate Investor with a desire to make positive change in the world for women. She aspires to assist women in learning about Financial Education and Money Management in the United States and abroad. She is motivated, inspired, and loves sharing her vision with others. It is her greatest desire for women and others to gain financial independence and freedom. Robin shares three beautiful adult children with her husband Brett; she is a Family Woman, Businesswoman, Entrepreneur, and Syndicator. Robin’s mission is to help you dream bigger than you thought possible and to help you develop a strategy to make it a reality.
1:30 - Becoming inspired to help women
3:30 - Women investors
5:30 - Robin’s start in Real Estate Investing
8:15 - From uninterested to interested
9:30 - Robin’s blessing in disguise
12:00 - Knowing the deal and the person you’re investing with
13:00 - OPM “Other People’s Money”
14:15 - Robin’s untraditional first investment
16:45 - Goal setting
19:30 - Single-family home management
20:30 - Helping women manage their money
22:00 - Ladies Kickin’ Assets
22:45 - Finishing what you start
24:00 - The importance of action and taking steps
27:00 - Relationship building
29:45 - Bitcoin mining fund
31:30 - Portfolio diversification
33:00 - Connecting with Robin
Real Estate for Health Care, Doc Properties, with Tricia Talbot
Trisha Talbot advises physician owners and investors with opportunities in the healthcare real estate asset class. Her track record in investment sales, landlord representation, corporate representation, and tenant representation offers clients trusted experience with comprehensive strategies with pricing, market fluctuations, and problem-solving solutions that result in successful close transactions.
Aligning the real estate investment requirements of property owners and physician investors together with the corporate goals of the healthcare companies that occupy medical facilities has made Trisha a leader in the healthcare real estate brokerage community. Her performance and production achievements are recognized annually.
Trisha lives in Scottsdale, Arizona with her wonderfully patient husband and two gracious children that support her drive to make an impact in helping clinicians share their gift to heal others.
1:55 - Trisha’s Real Estate education
3:55 - Family history in Real Estate
4:45 - Connecting with Physicians about Real Estate options
7:00 - Hiring professionals
9:45 - Doc Properties
15:00 - Getting maximum value
18:30 - Current marketplace
19:30 - Who Trish works with
20:45 - Consulting services
21:15 - Investing in medically occupied buildings
25:00 - Connecting with Trisha
Trish's Email: email@example.com
Blockchain, Cryptocurrency, and Real Estate with Sophia Olivas
Sophia Olivas is an International Speaker, Best-Selling Author, Philanthropist, and Conscious Capital Entrepreneur. She is the founder of Ever Smart City, an initiative that collaborates technology to create affordable housing and sustainable living.EverSmart City’s mixed-use development will feature eco-friendly “smart homes” and welcome 200 small businesses to the Phoenix metro area. Sophia Olivas is a technology innovator, visionary, and passionate leader. Before the age of 25, she was investing in real estate, owned a tech company, raised $30 million in 28 days, and launched an online banking project for a Top 5 financial institution. She is the first woman to own a crypto hedge fund, and currently works on Smart Technology and Green Energy projects.
2:00 - Apple declining women for credit cards
3:00 - Choosing homelessness and hunger
4:30 - Tech in the early ’90s
5:30 - Women’s impact on the world
7:55 - Making choices at 14
10:40 - Blockchain
13:15 - Crypto and digital currency
14:40 - Accessing Blockchain
15:30 - NFTs
20:15 - Blockchain hacking
22:45 - Metaverse
26:00 - Technology in Medicine
28:30 - Abundance of cryptocurrencies
29:45 - Ever Smart City
36:30 - Connecting with Sophia
37:00 - Giving the power back to humanity
CPA to Real Estate Investor with Sonya Rocvil
Sonya Rocvil is the Principal and Founder of Bedrock Real Estate Investors, a privately-owned real estate company, specializing in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated multifamily deals totaling 422 units. She has also been an equity partner for multifamily investments totaling over 400 units.
Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. Her depth of knowledge in business analytics and strategic implementations that drive growth has made her successful in acquiring and operating multifamily properties.
Sonya is an Adjunct Instructor for the NYU School of Professional Studies and serves as Treasurer of the Council of Urban Real Estate. She is also an active member of her local merchant association. Sonya holds a Master of Business Administration from Baruch College, Zicklin School of Business, and a Bachelor of Science in Accounting from Rutgers University. She is also a graduate of Project REAP (Real Estate Associate Program). Sonya is a Certified Public Accountant and Licensed Real Estate Agent in the State of New York.
2:15 - Why Sonya loves New York
5:45 - Sonya’s career as an Accountant
8:40 - Taking the leap to a new career
13:00 - What brought Sonya to real estate
16:00 - Multi-family properties
18:30 - How do you make it work vs Does this work
19:30 - Learning how investing works
20:15 - Limited partners vs general partners
21:00 - Operating properties and not managing
22:00 - Bedrock Real Estate Investors
27:15 - Where Sonya chooses to invest
33:00 - Why diversifying is important
34:00 - Sonya’s social impact
36:40 - Connecting with Sonya
How To Be A Doctor and Have Time Freedom
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
Truly inspiring, you can make a difference in your life, and the lives of others at the same time, a lot to think about, thank you.
I’ve Been Searching For This One!
Felicia’s podcast strikes a perfect balance between financial education and social justice with a little self-help mixed in. There are a ton of podcasts about financial freedom and real estate, and there are a ton of podcasts about improving yourself and your community. Money with a Mission combines these two seemingly incongruent topics into a free-flowing and educational listen. The guests are great, and they’ve all lived it! Felicia and her guests speak from experience in a way that you can’t get from other podcasts. Well worth a subscription!
Felicia is the real deal
Felecia is one of the most caring and giving individual that I know, not to mention she is a genius. She really knows what she is talking about and has had a huge impact on my life. She has guided me in so many ways and her advise has helped me build bigger better run and more profitable investments.