54 episodes

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! 

Retire Wealthy and Happy Ben Waller, Earl Cline and Roger Jacobsen

    • Business
    • 5.0 • 29 Ratings

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! 

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

    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!


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

    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

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

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

    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

    • 1 hr 4 min
    Ep49: Is Hard Money Lending A Good Business Idea? with Shaun Magner

    Ep49: Is Hard Money Lending A Good Business Idea? with Shaun Magner

    Get ready for an insightful episode with Shaun Magner as he unfolds his entrance into the world of hard money lending. Explore the dynamic opportunities inherent in this business model and learn about the unexpected parallels it shares with the transformative nature of coaching. Tune in for another venture that might fund your retirement!



    Key takeaways to listen for
    A simple practice that can minimize losses in a businessHow to reduce risks when running a hard money lending businessWhy getting into the hard money lending business is a good ideaImpact of having the right business coach and why it mattersInvesting strategy advice entrepreneurs need to remember


    Resources mentioned in this episode 
    Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Mass Market Paperback, and PaperbackThe Gap and the Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback


    About Shaun Magner
    Shaun is the principal of Monument City Group, a collective of real estate investment companies based in Baltimore, MD. After becoming an accidental landlord in 2013, he found a passion for the industry. He has been a featured guest on numerous podcasts, a keynote speaker at countless industry conferences, and spent years as a coach and speaker for the nation’s top real estate investment education company.



    Connect with Shaun Magner
    Website: Monument City CapitalLinkedIn: Shaun Magner


    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

    • 43 min
    Ep48: Build and Protect Your Generational Wealth with Whitney Elkins-Hutten, MPH

    Ep48: Build and Protect Your Generational Wealth with Whitney Elkins-Hutten, MPH

    Join us for another episode with Whitney Elkins-Hutten, MPH, as she reveals crucial insights from her latest book, "Money for Tomorrow," which focuses on passive investing and wealth protection. Press play to learn actionable strategies for growing your wealth and ensuring a secure financial future, regardless of age.



    Key takeaways to listen for
    The why behind the book “Money for Tomorrow”Actionable steps you can take to protect and grow your wealthWhat is a millionaire mindset and spending habit, and what isn’t?A framework to help you achieve the 5 freedoms of lifeEssential investment tips and the benefits of business automation


    Resources mentioned in this episode
    Ep21: Nurturing a Mindset For Financial Prosperity with Whitney Elkins-HuttenHome Improvement 1-2-3 by Better Homes & Gardens | HardcoverBiggerPocketsTikTokYouTubeInstagramThe 1% Rule by Tommy Baker | Kindle and PaperbackThe ONE Thing by Gary Keller and Jay Papasan | Hardcover and Paperback

    Grab your copy of Whitney’s latest book, Money for Tomorrow: How to Build and Protect Generational Wealth. Pre-order now at https://get.biggerpockets.com/whitney/ to transform your financial future right now.



    About Whitney Elkins-Hutten, MPH
    Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and Founder of AshWealth.com. She is the author of Money for Tomorrow: How to Build and Protect Generational Wealth, published with BiggerPockets. She is also the co-author of the international #1 bestseller Resilient Women in Life and Business and hosts the Passive Investing Made Simple YouTube show and podcasts. Her portfolio includes being a partner in $800MM+ in real estate, including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states, and experience flipping over $5MM in residential real estate.



    Connect with Whitney
    Website: Passive Investing with Whitney LinkedIn: Whitney Elkins-Hutten, MPH


    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

    • 46 min

Customer Reviews

5.0 out of 5
29 Ratings

29 Ratings

Ranz! ,

Build and protect your generational wealth

What a great and valuable podcast, packed with amazing ideas

Uringg ,

Exceptional Podcast

If you're looking how to get into real estate then this podcast is best for you. Check this podcast for great tips!

yinstoong ,

Retire Wealthy and Happy!!!

"Retire Wealthy and Happy" advocates for a balanced approach to retirement planning that considers both financial stability and personal fulfillment, aiming for a retirement that is not only financially secure but also rich in happiness and satisfaction. It encourages individuals to proactively manage their finances and lifestyle choices to achieve a fulfilling and enjoyable retirement journey.

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