Retire Wealthy and Happy Mon, 06 Jul 2026 19:09:49 -0400 https://www.buzzsprout.com/2122864 en-us © 2026 Retire Wealthy and Happy yes fa565a28-86a6-5f70-89ea-a9c13a942d35 Ben Waller, Earl Cline and Roger Jacobsen episodic false 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! 

]]> Buzzsprout (https://www.buzzsprout.com) Ben Waller, Earl Cline and Roger Jacobsen https://storage.buzzsprout.com/ese0mntgo7s2cp3wd01f9orjxo8w?.jpg Retire Wealthy and Happy https://www.buzzsprout.com/2122864 Ep57: How to Build a Debt-Free Real Estate Portfolio with Joel Friedland, SIOR 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 risk
  • Game-changing direct negotiation tactics for sealing lucrative deals
  • Why do you need to adopt a debt-free investment philosophy?
  • Benefits of long-term property investment
  • The value of mentorship and fostering the next generation of investors



Resources mentioned in this episode



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



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

]]> 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 risk
  • Game-changing direct negotiation tactics for sealing lucrative deals
  • Why do you need to adopt a debt-free investment philosophy?
  • Benefits of long-term property investment
  • The value of mentorship and fostering the next generation of investors



Resources mentioned in this episode



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



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

]]> Joel Friedland, SIOR Buzzsprout-15266672 Tue, 18 Jun 2024 06:00:00 -0400 2060 retire wealthy and happy, retirement, roger jacobsen, Joel Friedland, real estate investing, debt-free investing, industrial real estate, long term investing, negotiation tips full false Ep56: Retire 5 to 10 Years Earlier by Following These Finance Tips! with Amy Cook, CFP® 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 decisions
  • Practical steps to significantly reduce your retirement timeline
  • Techniques to help you overcome investment anxiety
  • Real estate strategies to generate additional income and build wealth
  • The importance of creating and practicing sustainable financial habits



Resources mentioned in this episode


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

]]> 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 decisions
  • Practical steps to significantly reduce your retirement timeline
  • Techniques to help you overcome investment anxiety
  • Real estate strategies to generate additional income and build wealth
  • The importance of creating and practicing sustainable financial habits



Resources mentioned in this episode


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

]]> Amy Cook Buzzsprout-15227676 Tue, 11 Jun 2024 06:00:00 -0400 2252 retire wealthy and happy, retirement, roger jacobsen, amy cook, certified financial planner, finance, personal finance tips, financial freedom, financial literacy, overcome investment anxiety, build wealth, good financial habits full false Ep55: Proven Strategies to Maximize E-commerce Profits with Minimal Time Investment with Will Basta 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 business
  • How does AI help in predicting market trends and optimizing e-commerce operations?
  • Global market expansions and opportunities for e-commerce businesses
  • Why are e-commerce businesses considered digital real estate?
  • Strategies for securing investments in e-commerce with data-backed guarantees



Resources mentioned in this episode



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



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

]]> 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 business
  • How does AI help in predicting market trends and optimizing e-commerce operations?
  • Global market expansions and opportunities for e-commerce businesses
  • Why are e-commerce businesses considered digital real estate?
  • Strategies for securing investments in e-commerce with data-backed guarantees



Resources mentioned in this episode



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



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

]]> Will Basta Buzzsprout-15187149 Tue, 04 Jun 2024 06:00:00 -0400 1689 retire wealthy and happy, roger jacobsen, will basta, Ecommerce, e-commerce, online selling, online shopping, digital real estate, online business, passive income, ecommerce tips, future of retail full true Ep54: Financial Strategies to Secure Your Legacy with Mark B. Murphy 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 wealth
  • Practical tips on diversifying investments to bolster financial security
  • The role of strategic thinking in financial planning and business development
  • How to use real estate as a powerful tool for building recurring revenue
  • Why you need to have a mindset of abundance and proactive financial management



Resources mentioned in this episode



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



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

]]> 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 wealth
  • Practical tips on diversifying investments to bolster financial security
  • The role of strategic thinking in financial planning and business development
  • How to use real estate as a powerful tool for building recurring revenue
  • Why you need to have a mindset of abundance and proactive financial management



Resources mentioned in this episode



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



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

]]> Mark B. Murphy Buzzsprout-14978717 Tue, 30 Apr 2024 06:00:00 -0400 2300 retire wealthy and happy, retirement, roger jacobsen, anthony esparza, Mark B. Murphy, financial planning, generational wealth, legacy building, Northeast Private Client Group, financial management, investing tips, financial security full true 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 entrepreneurship
  • How facing financial setbacks can lead to personal and professional growth
  • Insights into the innovation behind FrameTec and its potential impact on the construction industry
  • The 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

 

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

]]> 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 entrepreneurship
  • How facing financial setbacks can lead to personal and professional growth
  • Insights into the innovation behind FrameTec and its potential impact on the construction industry
  • The 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

 

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

]]> Damion Lupo Buzzsprout-14852324 Tue, 09 Apr 2024 06:00:00 -0400 2104 retire wealthy and happy, retirement, roger jacobsen, damion lupo, entrepreneur, eQRP, financial freedom, FrameTec, retirement plan, investor, investing tips, financial literacy, real estate construction, purposeful investing full false 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 Traders
  • Significance of pattern recognition and technical analysis in day trading
  • An in-depth look at day trading versus long-term investing
  • Impact of cryptocurrency on the financial world and Anmol's perspective on future trends
  • The role of real estate in diversifying investment portfolios and the potential of tokenized real estate



Resources mentioned in this episode



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



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

]]> 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 Traders
  • Significance of pattern recognition and technical analysis in day trading
  • An in-depth look at day trading versus long-term investing
  • Impact of cryptocurrency on the financial world and Anmol's perspective on future trends
  • The role of real estate in diversifying investment portfolios and the potential of tokenized real estate



Resources mentioned in this episode



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



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

]]> Anmol Singh Buzzsprout-14715441 Tue, 19 Mar 2024 06:00:00 -0400 2871 retire wealthy and happy, retirement, roger jacobsen, anthony esparza, anmol singh, day trading, cryptocurrency, stocks, stock market, day trader, real estate, investing, investor, financial freedom, investing tips full false 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 houses
  • Essential tips to achieve financial literacy 
  • Buying Time: What it’s for and why you need it
  • 3 simple yet effective steps to handle your stress 
  • A life lesson on healing and finding love again



Resources mentioned in this episode


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 



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

]]> 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 houses
  • Essential tips to achieve financial literacy 
  • Buying Time: What it’s for and why you need it
  • 3 simple yet effective steps to handle your stress 
  • A life lesson on healing and finding love again



Resources mentioned in this episode


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 



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

]]> Heidi McNulty Buzzsprout-14677909 Tue, 12 Mar 2024 06:00:00 -0400 2532 retire wealthy and happy, retirement, anthony esparza, roger jacobsen, Heidi McNulty, buying time, financial literacy, financial planning, entrepreneur, advocate, visionary, investor, investing, healing, life lesson, handle stress full true 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 investing
  • How RJ got into the oil and gas industry
  • Why nuclear energy and natural gas are nonviable investment options
  • The role of politics in the American oil industry
  • What is the estimated value of an oil production company?



Resources mentioned in this episode 



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



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

]]> 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 investing
  • How RJ got into the oil and gas industry
  • Why nuclear energy and natural gas are nonviable investment options
  • The role of politics in the American oil industry
  • What is the estimated value of an oil production company?



Resources mentioned in this episode 



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



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

]]> RJ Burr Buzzsprout-14535228 Tue, 20 Feb 2024 06:00:00 -0500 3861 retire wealthy and happy, retirement, roger jacobsen, RJ Burr, business, entrepreneur, alternative investments, oil and gas investing, Invest in American Oil, oil production, energy source, nonrenewable energy, fossil fuels full true 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 business
  • How to reduce risks when running a hard money lending business
  • Why getting into the hard money lending business is a good idea
  • Impact of having the right business coach and why it matters
  • Investing strategy advice entrepreneurs need to remember



Resources mentioned in this episode 



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



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

]]> 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 business
  • How to reduce risks when running a hard money lending business
  • Why getting into the hard money lending business is a good idea
  • Impact of having the right business coach and why it matters
  • Investing strategy advice entrepreneurs need to remember



Resources mentioned in this episode 



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



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

]]> Shaun Magner Buzzsprout-14490880 Tue, 13 Feb 2024 06:00:00 -0500 2618 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, real estate, shaun magner, hard money lending, hard money, hard money lending business, real estate financing, cash flow, risk mitigation full false 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 wealth
  • What is a millionaire mindset and spending habit, and what isn’t?
  • A framework to help you achieve the 5 freedoms of life
  • Essential investment tips and the benefits of business automation



Resources mentioned in this episode


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



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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]]> 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 wealth
  • What is a millionaire mindset and spending habit, and what isn’t?
  • A framework to help you achieve the 5 freedoms of life
  • Essential investment tips and the benefits of business automation



Resources mentioned in this episode


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



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To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!



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Facebook: Monument Real Estate Capital
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]]> Whitney Elkins-Hutten Buzzsprout-14445712 Tue, 06 Feb 2024 06:00:00 -0500 2767 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, whitney elkins-hutten, passive investing, money for tomorrow, generational wealth, protect your wealth, author, financial freedom full true Ep47: The Ultimate Retirement Investing System with Parker Pursell Ep47: The Ultimate Retirement Investing System with Parker Pursell Maximize the benefits of your retirement accounts with Parker Pursell as we chat about a retirement investing system designed for the utmost flexibility, control, and safeguarding of your investments. Stay tuned to discover how you can transform your financial future today.



Key takeaways to listen for

  • What does “scared money doesn’t make money” mean?
  • Self-directed IRA vs. Self-directed 401(k): Which one is best for you?
  • Advantages of investing in self-directed IRAs
  • The significance of entrusting your retirement plan with the right service providers
  • Importance of having financial control over your self-directed retirement accounts



Resources mentioned in this episode



About Parker Pursell
Parker is an investor, podcast host, and the CEO of eQRP. He is dedicated to empowering, educating, and supporting individuals in achieving financial transformation. Whether it's real estate, crypto, or optimizing your retirement, he serves as an excellent resource dedicated to others' success. With a wealth of experience, he brings substantial value to the table, embodying a refreshing and seasoned professional.



Connect with Parker



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

]]> Maximize the benefits of your retirement accounts with Parker Pursell as we chat about a retirement investing system designed for the utmost flexibility, control, and safeguarding of your investments. Stay tuned to discover how you can transform your financial future today.



Key takeaways to listen for

  • What does “scared money doesn’t make money” mean?
  • Self-directed IRA vs. Self-directed 401(k): Which one is best for you?
  • Advantages of investing in self-directed IRAs
  • The significance of entrusting your retirement plan with the right service providers
  • Importance of having financial control over your self-directed retirement accounts



Resources mentioned in this episode



About Parker Pursell
Parker is an investor, podcast host, and the CEO of eQRP. He is dedicated to empowering, educating, and supporting individuals in achieving financial transformation. Whether it's real estate, crypto, or optimizing your retirement, he serves as an excellent resource dedicated to others' success. With a wealth of experience, he brings substantial value to the table, embodying a refreshing and seasoned professional.



Connect with Parker



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

]]> Parker Pursell Buzzsprout-14401373 Tue, 30 Jan 2024 06:00:00 -0500 2774 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, real estate, parker pursell, eQRP, self-directed IRA, self-directed 401k, retirement account, retirement plan, alternative investments, IRA, individual retirement ac full false Ep46: Why Tax and Accounting Services Matter More Than You Think with Lee Roberts, CPA Ep46: Why Tax and Accounting Services Matter More Than You Think with Lee Roberts, CPA Tax season is here again! Join us for an exclusive conversation with Lee Roberts, CPA, as she unveils the role accountants play in business success. Learn from her expertise in maximizing real estate investments to discover how accountants shape your financial success in the business world. Dive into the discussion now!



Key takeaways to listen for

  • How accountants and accounting services help businesses
  • Effective tax-saving strategies for real estate investors
  • Important records to keep before and after filing taxes
  • Ways to defer gains and the importance of strategic estate planning
  • The complexities of property ownership structures



Resources mentioned in this episode



About Lee Roberts, CPA
Lee is a Certified Public Accountant and the Managing Partner at Equitable Accounting & Tax Services. This company aims to offer top-quality tax and accounting services for your business based in Spanish Fork, Utah.



Connect with Lee


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

]]> Tax season is here again! Join us for an exclusive conversation with Lee Roberts, CPA, as she unveils the role accountants play in business success. Learn from her expertise in maximizing real estate investments to discover how accountants shape your financial success in the business world. Dive into the discussion now!



Key takeaways to listen for

  • How accountants and accounting services help businesses
  • Effective tax-saving strategies for real estate investors
  • Important records to keep before and after filing taxes
  • Ways to defer gains and the importance of strategic estate planning
  • The complexities of property ownership structures



Resources mentioned in this episode



About Lee Roberts, CPA
Lee is a Certified Public Accountant and the Managing Partner at Equitable Accounting & Tax Services. This company aims to offer top-quality tax and accounting services for your business based in Spanish Fork, Utah.



Connect with Lee


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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

]]> Lee Roberts Buzzsprout-14361268 Tue, 23 Jan 2024 06:00:00 -0500 3300 retire wealthy and happy, retirement, ben waller, roger jacobsen, lee roberts, CPA, accountant, tax, taxes, tax season, business, success, entrepreneur, entrepreneurship, tax efficient, estate planning full false Ep45: Invest in Real Estate For Better Returns with Ben Lakey Ep45: Invest in Real Estate For Better Returns with Ben Lakey Looking for an investing strategy that could offer greater returns? Today, Ben Lakey shares everything you should know about real estate development and more of its benefits. Hear about his investment journey, strategies for navigating the real estate market, outlook on future trends, and more when you tune in!



Key takeaways to listen for

  • Strategies and lessons learned from navigating the real estate market
  • Outlook on the RE market and tips to handle it in the next few years
  • Valuable insights into the risks and rewards of real estate development
  • How to handle unforeseen challenges in real estate development
  • Innovative concept and opportunities of Build Vacations for investors
  • Complexities of evaluating various countries and economies



Resources mentioned in this episode



About Ben Lakey
Ben began his real estate career flipping homes in 2002. He was deployed with the Utah National Guard in 2006, and after returning home, Ben returned to real estate with a few small development projects until the market crashed in 2007. Throughout the recession, he worked on distressed asset projects while attending Brigham Young University (BYU) Law School from 2010-2012. In 2013, Ben opened his own law firm specializing in real estate law. He continued to flip houses, develop land into commercial and residential properties, structure real estate investments, and manage self-storage facilities. 


Ben’s primary areas of focus at Build Vacations are investor relations, financing strategy, negotiations, complex deal structuring, and legal affairs. Ben continues to manage his own real estate investments. As an attorney, Ben handles real estate development and investments.



Connect with Ben Lakey



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

]]> Looking for an investing strategy that could offer greater returns? Today, Ben Lakey shares everything you should know about real estate development and more of its benefits. Hear about his investment journey, strategies for navigating the real estate market, outlook on future trends, and more when you tune in!



Key takeaways to listen for

  • Strategies and lessons learned from navigating the real estate market
  • Outlook on the RE market and tips to handle it in the next few years
  • Valuable insights into the risks and rewards of real estate development
  • How to handle unforeseen challenges in real estate development
  • Innovative concept and opportunities of Build Vacations for investors
  • Complexities of evaluating various countries and economies



Resources mentioned in this episode



About Ben Lakey
Ben began his real estate career flipping homes in 2002. He was deployed with the Utah National Guard in 2006, and after returning home, Ben returned to real estate with a few small development projects until the market crashed in 2007. Throughout the recession, he worked on distressed asset projects while attending Brigham Young University (BYU) Law School from 2010-2012. In 2013, Ben opened his own law firm specializing in real estate law. He continued to flip houses, develop land into commercial and residential properties, structure real estate investments, and manage self-storage facilities. 


Ben’s primary areas of focus at Build Vacations are investor relations, financing strategy, negotiations, complex deal structuring, and legal affairs. Ben continues to manage his own real estate investments. As an attorney, Ben handles real estate development and investments.



Connect with Ben Lakey



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

]]> Ben Lakey Buzzsprout-14240642 Tue, 02 Jan 2024 06:00:00 -0500 2690 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, real estate, ben lakey, benjamin lakey, real estate investing, real estate investor, real estate development, build vacations equity, LLC, real estate trends, real e full true Ep44: A Closer Look at Crypto and RE Investment Strategies with Dan Young Ep44: A Closer Look at Crypto and RE Investment Strategies with Dan Young Dan Young joins us to impart his insights to both seasoned and novice investors keen on exploring opportunities in the crypto and real estate markets. Tune in now to acquire a deeper understanding of strategies designed to minimize risks and enhance your investment prowess so you can retire with peace of mind anytime!



Key takeaways to listen for

  • What is the Ugly Unicorn Fund and its approach to crypto investments
  • Practical advice for investing in real estate and cryptocurrencies
  • Why it’s important to consider the business aspect of investments
  • The impact of physical and spiritual wellness on entrepreneurship
  • Secrets behind fostering a growth mindset in real estate



Resources mentioned in this episode



About Dan Young

Dan Young is the founder of PC Laptops, Xidax, and the Ugly Unicorn Crypto Hedge Fund. He is a multiple-year INC 500 winner as well as being on the AMD Gaming Advisory Council and served on the Intel Board of Advisors for 16 years. Fun fact - He built the largest Bitcoin mining facility in Utah in 2014.



Connect with Dan  



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

]]> Dan Young joins us to impart his insights to both seasoned and novice investors keen on exploring opportunities in the crypto and real estate markets. Tune in now to acquire a deeper understanding of strategies designed to minimize risks and enhance your investment prowess so you can retire with peace of mind anytime!



Key takeaways to listen for

  • What is the Ugly Unicorn Fund and its approach to crypto investments
  • Practical advice for investing in real estate and cryptocurrencies
  • Why it’s important to consider the business aspect of investments
  • The impact of physical and spiritual wellness on entrepreneurship
  • Secrets behind fostering a growth mindset in real estate



Resources mentioned in this episode



About Dan Young

Dan Young is the founder of PC Laptops, Xidax, and the Ugly Unicorn Crypto Hedge Fund. He is a multiple-year INC 500 winner as well as being on the AMD Gaming Advisory Council and served on the Intel Board of Advisors for 16 years. Fun fact - He built the largest Bitcoin mining facility in Utah in 2014.



Connect with Dan  



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

]]> Dan Young Buzzsprout-14175309 Tue, 19 Dec 2023 06:00:00 -0500 2436 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, real estate, dan young, crypto, cryptocurrency, bitcoin, ethereum, ugly unicorn fund, pc laptops, investing, investing tips, entrepreneurship, growth mindset, wellne full true Ep43: Stock Market Mastery for Long-Term Investment Success with Mick Heyman, CFA Ep43: Stock Market Mastery for Long-Term Investment Success with Mick Heyman, CFA Ignite your path to financial freedom and retirement with Mick Heyman, CFA, as he shares game-changing elements to help you make strategic moves and seize lucrative opportunities in stock market investing. Hit play now and learn all you need to know to shape your long-term success in the stock market!



Key takeaways to listen for

  • Fundamental values you must possess when investing in the stock market
  • Strategies to make lucrative stock market investments for retirement
  • Tips to navigate the stock market in times of significant market drops
  • 3 essential components to consider when buying stocks
  • Mellow Your Money: What it means and how you can achieve it



Resources mentioned in this episode



About Mick Heyman, CFA
Mick is an author and a finance professional with a diverse journey shaped by education, experience, and a keen understanding of human nature's role in the markets. His career began in Cincinnati, where exposure to all aspects of the business set the tone for his trajectory. Despite an economics degree, Mick's interest in psychology and philosophy proved instrumental, highlighting the influence of human nature on market dynamics.


Mick emphasizes the importance of recognizing individual risk thresholds for rational decision-making. His career highlights include education in technical analysis and success in managing institutional portfolios in Louisville during the 1990s. Mick returned to working with individual investors, finding satisfaction in achieving long-term goals conservatively when he relocated to San Diego. 



Connect with Mick



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

]]> Ignite your path to financial freedom and retirement with Mick Heyman, CFA, as he shares game-changing elements to help you make strategic moves and seize lucrative opportunities in stock market investing. Hit play now and learn all you need to know to shape your long-term success in the stock market!



Key takeaways to listen for

  • Fundamental values you must possess when investing in the stock market
  • Strategies to make lucrative stock market investments for retirement
  • Tips to navigate the stock market in times of significant market drops
  • 3 essential components to consider when buying stocks
  • Mellow Your Money: What it means and how you can achieve it



Resources mentioned in this episode



About Mick Heyman, CFA
Mick is an author and a finance professional with a diverse journey shaped by education, experience, and a keen understanding of human nature's role in the markets. His career began in Cincinnati, where exposure to all aspects of the business set the tone for his trajectory. Despite an economics degree, Mick's interest in psychology and philosophy proved instrumental, highlighting the influence of human nature on market dynamics.


Mick emphasizes the importance of recognizing individual risk thresholds for rational decision-making. His career highlights include education in technical analysis and success in managing institutional portfolios in Louisville during the 1990s. Mick returned to working with individual investors, finding satisfaction in achieving long-term goals conservatively when he relocated to San Diego. 



Connect with Mick



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

]]> Mick Heyman, CFA Buzzsprout-14092511 Tue, 05 Dec 2023 06:00:00 -0500 2386 retire wealthy and happy, retirement, ben waller, roger jacobsen, Mick Heyman, stock market, stocks, stock market investing, bonds, retirement plan, mellow your money, finance, financial freedom, financial stability, long term investment full false Ep42: Breaking Down Assisted Living Facilities with Brandon Gustafson Ep42: Breaking Down Assisted Living Facilities with Brandon Gustafson Today, Brandon Gustafson is here to talk about a strategy for professionals looking to improve their portfolios. We'll be diving into the details of designing assisted living facilities, specifically focusing on creating spaces that adapt to the changing needs of senior residents. So, if you want to invest in senior living facilities, tune in!



Key takeaways to listen for

  • Valuable insights into Brandon's transition from healthcare to real estate
  • The financial intricacies of assisted living real estate investments
  • Advice for making your senior living facilities run more efficiently
  • Business books you should read as a real estate investor
  • A practical guide in converting homes into an assisted living facility



Resources mentioned in this episode


If you’re interested in learning the different tiers of assisted living, visit https://www.assistedlivinginvesting.net/wealthy to get your free senior living industry webinar and other free gifts!



About Brandon Gustafson
Brandon has worked in the healthcare industry for over nine years. During that time, he has gained experience working with several healthcare disciplines, including elderly care. He previously worked as a CNA in a nursing home. He has experience running the billing process for Medicaid claims (having worked on a contract billing Medicaid in the state of Utah along with other payers) and developing relationships with providers. Brandon holds a master’s degree in healthcare administration from the University of Utah. Brandon also serves on the board for the Utah chapter of the Healthcare Information Management Systems Society as the sponsorship director. 



Connect with Brandon 



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

]]> Today, Brandon Gustafson is here to talk about a strategy for professionals looking to improve their portfolios. We'll be diving into the details of designing assisted living facilities, specifically focusing on creating spaces that adapt to the changing needs of senior residents. So, if you want to invest in senior living facilities, tune in!



Key takeaways to listen for

  • Valuable insights into Brandon's transition from healthcare to real estate
  • The financial intricacies of assisted living real estate investments
  • Advice for making your senior living facilities run more efficiently
  • Business books you should read as a real estate investor
  • A practical guide in converting homes into an assisted living facility



Resources mentioned in this episode


If you’re interested in learning the different tiers of assisted living, visit https://www.assistedlivinginvesting.net/wealthy to get your free senior living industry webinar and other free gifts!



About Brandon Gustafson
Brandon has worked in the healthcare industry for over nine years. During that time, he has gained experience working with several healthcare disciplines, including elderly care. He previously worked as a CNA in a nursing home. He has experience running the billing process for Medicaid claims (having worked on a contract billing Medicaid in the state of Utah along with other payers) and developing relationships with providers. Brandon holds a master’s degree in healthcare administration from the University of Utah. Brandon also serves on the board for the Utah chapter of the Healthcare Information Management Systems Society as the sponsorship director. 



Connect with Brandon 



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

]]> Ben Waller, Earl Cline and Roger Jacobsen Buzzsprout-14011392 Tue, 21 Nov 2023 06:00:00 -0500 2082 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, real estate, senior living facility, assisted living facility, home for the aged, senior home, healthcare, brandon gustafson full false Ep41: Avoid Costly Investing Mistakes By Doing These Things with Adam A. Adams Ep41: Avoid Costly Investing Mistakes By Doing These Things with Adam A. Adams Real estate investment is full of challenges and opportunities. So, in this episode, we invited Adam A. Adams to share his real estate journey and his forward-thinking strategy for a successful real estate career. Dial in now to learn more!



Key takeaways to listen for

  • An inspiring story of building a thriving real estate empire
  • Why it’s important to delegate tasks to other professionals 
  • Challenges in apartment syndication and working with partners
  • The significance of learning from past mistakes in real estate
  • Adam’s reasons behind learning a new language and its benefits
  • Ways individuals can contribute to their communities or fields



Resources mentioned in this episode



About Adam A. Adams
Adam A. Adams, known in the real estate community as “Triple A,” has educated thousands of investors through real estate conferences, radio & podcast interviews, his coaching program, and his thriving Meetup group. His efforts to educate and inspire other investors have earned him the prestigious title “Master Investor” by Think Realty magazine, and he is also a three-time Hall of Fame winner from RE Mentor for his successes in multifamily syndications.

In 2005, Adam took the plunge into part-time real estate investing, but it quickly became his full-time passion. Today, he hosts the Podcast on Podcasting podcast and is the owner of Grow Your Show - a company based on serving podcast clients from all around the world, helping them launch, grow, and monetize without being overworked.



Connect with Adam



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



]]> Real estate investment is full of challenges and opportunities. So, in this episode, we invited Adam A. Adams to share his real estate journey and his forward-thinking strategy for a successful real estate career. Dial in now to learn more!



Key takeaways to listen for

  • An inspiring story of building a thriving real estate empire
  • Why it’s important to delegate tasks to other professionals 
  • Challenges in apartment syndication and working with partners
  • The significance of learning from past mistakes in real estate
  • Adam’s reasons behind learning a new language and its benefits
  • Ways individuals can contribute to their communities or fields



Resources mentioned in this episode



About Adam A. Adams
Adam A. Adams, known in the real estate community as “Triple A,” has educated thousands of investors through real estate conferences, radio & podcast interviews, his coaching program, and his thriving Meetup group. His efforts to educate and inspire other investors have earned him the prestigious title “Master Investor” by Think Realty magazine, and he is also a three-time Hall of Fame winner from RE Mentor for his successes in multifamily syndications.

In 2005, Adam took the plunge into part-time real estate investing, but it quickly became his full-time passion. Today, he hosts the Podcast on Podcasting podcast and is the owner of Grow Your Show - a company based on serving podcast clients from all around the world, helping them launch, grow, and monetize without being overworked.



Connect with Adam



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



]]> Adam Adams Buzzsprout-13876758 Tue, 31 Oct 2023 06:00:00 -0400 3216 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, Adam Adams, syndication, apartments, business partner, podcast, podcasting, Grow Your Show, apartment syndication, multifamily, multifamily real estate full false Ep40: The Ultimate Cheat Code to Entrepreneurial Success with Crispin Sandford Ep40: The Ultimate Cheat Code to Entrepreneurial Success with Crispin Sandford Immerse yourself in the entrepreneurial mindset with this episode featuring Crispin Sandford as he shares time-tested tips for scaling your business, achieving tangible results, and realizing the life you desire. Click on the play button to begin your learning experience now!



Key takeaways to listen for

  • Key elements you must invest in to elevate your business
  • True Entrepreneurs: What they are and how you can be one
  • How does being organized play into achieving your dream business?
  • Strategies to implement a successful business operation
  • Actionable tips for building a recession-resilient enterprise



Resources mentioned in this episode



About Crispin Sandford
Crispin is an accomplished business consultant with a track record in marketing, business development, business, and sales. He is the CEO of Proactive Business Management, a company dedicated to assisting business owners in navigating the road to growth and expansion. He aims to enable individuals to become true entrepreneurs and help fulfill their ambitions. 



Connect with Crispin



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

]]> Immerse yourself in the entrepreneurial mindset with this episode featuring Crispin Sandford as he shares time-tested tips for scaling your business, achieving tangible results, and realizing the life you desire. Click on the play button to begin your learning experience now!



Key takeaways to listen for

  • Key elements you must invest in to elevate your business
  • True Entrepreneurs: What they are and how you can be one
  • How does being organized play into achieving your dream business?
  • Strategies to implement a successful business operation
  • Actionable tips for building a recession-resilient enterprise



Resources mentioned in this episode



About Crispin Sandford
Crispin is an accomplished business consultant with a track record in marketing, business development, business, and sales. He is the CEO of Proactive Business Management, a company dedicated to assisting business owners in navigating the road to growth and expansion. He aims to enable individuals to become true entrepreneurs and help fulfill their ambitions. 



Connect with Crispin



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

]]> Ben Waller, Earl Cline and Roger Jacobsen Buzzsprout-13709134 Tue, 03 Oct 2023 06:00:00 -0400 3023 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, crispin sandford, business tips, business advice, coach, coaching, mentor, mentorship full false Ep39: Close More RE Deals When You Do This with Chris Prefontaine Ep39: Close More RE Deals When You Do This with Chris Prefontaine Get ready to delve into innovative investment strategies that could transform your business in this episode with Chris Prefontaine, where we explore creative investing. You’ll also learn about Smart Real Estate Coach and how it’s paving the way for investors to attain success. So press play now!


Key takeaways to listen for

  • Creative real estate strategies and how they lead to substantial profits
  • Impact of rising interest rates on today’s real estate market
  • Smart Real Estate Coach program: What it is and how it helps investors
  • 3 steps aspiring investors must take to start their real estate careers
  • How creative financing acts as a safety net during market uncertainties


Resources mentioned in this episode


To learn more about Chris’ FREE masterclass, visit https://bit.ly/3reMejB.  You can get Chris’ books for FREE at https://bit.ly/45MokuO.


If you want to keep in touch with Smart Real Estate Coach, go to: https://bit.ly/44OQiVI.


About Chris Prefontaine
Chris has been in the real estate industry for over 31 years. He is the Chairman and Founder of Smart Real Estate Coach, a four-time best-selling author, a Forbes Business Council Member, and a 2x Inc 5000 Fastest Growing Company.


Connect with Chris


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

]]> Get ready to delve into innovative investment strategies that could transform your business in this episode with Chris Prefontaine, where we explore creative investing. You’ll also learn about Smart Real Estate Coach and how it’s paving the way for investors to attain success. So press play now!


Key takeaways to listen for

  • Creative real estate strategies and how they lead to substantial profits
  • Impact of rising interest rates on today’s real estate market
  • Smart Real Estate Coach program: What it is and how it helps investors
  • 3 steps aspiring investors must take to start their real estate careers
  • How creative financing acts as a safety net during market uncertainties


Resources mentioned in this episode


To learn more about Chris’ FREE masterclass, visit https://bit.ly/3reMejB.  You can get Chris’ books for FREE at https://bit.ly/45MokuO.


If you want to keep in touch with Smart Real Estate Coach, go to: https://bit.ly/44OQiVI.


About Chris Prefontaine
Chris has been in the real estate industry for over 31 years. He is the Chairman and Founder of Smart Real Estate Coach, a four-time best-selling author, a Forbes Business Council Member, and a 2x Inc 5000 Fastest Growing Company.


Connect with Chris


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

]]> Chris Prefontaine Buzzsprout-13572651 Tue, 12 Sep 2023 06:00:00 -0400 1807 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, Chris Prefontaine, smart real estate coach, coaching, creative financing full false Ep38: Remembering Together | A Memorial Episode for Our Co-Host Earl Cline Ep38: Remembering Together | A Memorial Episode for Our Co-Host Earl Cline In this heartfelt episode, we pay tribute to and commemorate the life of our esteemed co-host, Earl Cline, who has recently passed away. Join us as we fondly recount memories, share anecdotes, and offer reflections on the remarkable journey we've collectively undertaken.



Key takeaways to listen for

  • Remembering Earl’s final ride
  • Entertaining and insightful stories about Earl
  • Invaluable lessons learned from the late Earl Cline
  • What made Earl happy?



Resources mentioned in this episode
Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback



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

]]> In this heartfelt episode, we pay tribute to and commemorate the life of our esteemed co-host, Earl Cline, who has recently passed away. Join us as we fondly recount memories, share anecdotes, and offer reflections on the remarkable journey we've collectively undertaken.



Key takeaways to listen for

  • Remembering Earl’s final ride
  • Entertaining and insightful stories about Earl
  • Invaluable lessons learned from the late Earl Cline
  • What made Earl happy?



Resources mentioned in this episode
Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback



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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]]> Ben Waller, Earl Cline and Roger Jacobsen Buzzsprout-13527735 Tue, 05 Sep 2023 06:00:00 -0400 1296 retire wealthy and happy, retirement, earl cline, ben waller, roger jacobsen, memorial full false Ep37: Master Technical Trading and Market Analysis with Chris Vermeulen Ep37: Master Technical Trading and Market Analysis with Chris Vermeulen Discover the hidden insights of technical analysis and enhance your trading expertise in this insightful conversation with Chris Vermeulen. He sheds light on the realities, risks, and untapped investing opportunities while sharing his unique strategy for generating consistent returns. Tune in to learn more!



Key takeaways to listen for

  • Methodology and strategies offered by The Technical Traders
  • 4 stages of the stock market and the potential for a financial reset
  • Asset Revesting: How it empowers investors for maximum asset returns
  • What is technical analysis and its significance in steering the stock market
  • How investors fall victim to Stockholm Syndrome in approaching volatility and returns



Resources mentioned in this episode



About Chris Vermeulen
Chris is a financial expert who challenges conventional investing wisdom and believes investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called AssetRevesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. 


He founded TheTechnicalTraders.com, a platform providing investors with Asset Revesting signals and education on technical analysis and position and risk management. He is also the author of “Technical Trading Mastery” and “Asset Revesting,” his newest book, which explores this innovative investment method.



Connect with Chris



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To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!



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Facebook: Monument Real Estate Capital
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]]> Discover the hidden insights of technical analysis and enhance your trading expertise in this insightful conversation with Chris Vermeulen. He sheds light on the realities, risks, and untapped investing opportunities while sharing his unique strategy for generating consistent returns. Tune in to learn more!



Key takeaways to listen for

  • Methodology and strategies offered by The Technical Traders
  • 4 stages of the stock market and the potential for a financial reset
  • Asset Revesting: How it empowers investors for maximum asset returns
  • What is technical analysis and its significance in steering the stock market
  • How investors fall victim to Stockholm Syndrome in approaching volatility and returns



Resources mentioned in this episode



About Chris Vermeulen
Chris is a financial expert who challenges conventional investing wisdom and believes investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called AssetRevesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. 


He founded TheTechnicalTraders.com, a platform providing investors with Asset Revesting signals and education on technical analysis and position and risk management. He is also the author of “Technical Trading Mastery” and “Asset Revesting,” his newest book, which explores this innovative investment method.



Connect with Chris



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
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]]> Chris Vermeulen Buzzsprout-13365551 Tue, 08 Aug 2023 06:00:00 -0400 3264 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, entrepreneur, Chris Vermeulen, technical traders, stock market, investing, investor, investment full true Ep36: Things You Shouldn’t Forget When Starting a Business with Oliver Fernandez Ep36: Things You Shouldn’t Forget When Starting a Business with Oliver Fernandez Whether you're an aspiring entrepreneur or looking to expand your investment horizons, this episode provides valuable insights and tips to help you succeed. Join us with our guest, Oliver Fernandez, as he explores the fundamentals of starting a business, equipping you with the mindset for success in business and life.


Key takeaways to listen for

  • Key areas to focus on when starting a business
  • The significance of goal setting and building a solid team 
  • Reasons to be cautious in seeking advice from various sources
  • How masterminds help in career development
  • Crucial role of experience in navigating alternative investments



Resources mentioned in this episode



About Oliver Fernandez
Oliver is a construction business owner and real estate investor that lives in Washington, DC. Oliver has completed over $100M of construction projects and accumulated a real estate investment portfolio valued at over $400M in the past 15 years. Oliver’s passion is showing others how they can achieve their goals through construction and real estate investing.


Connect with Oliver 



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

]]> Whether you're an aspiring entrepreneur or looking to expand your investment horizons, this episode provides valuable insights and tips to help you succeed. Join us with our guest, Oliver Fernandez, as he explores the fundamentals of starting a business, equipping you with the mindset for success in business and life.


Key takeaways to listen for

  • Key areas to focus on when starting a business
  • The significance of goal setting and building a solid team 
  • Reasons to be cautious in seeking advice from various sources
  • How masterminds help in career development
  • Crucial role of experience in navigating alternative investments



Resources mentioned in this episode



About Oliver Fernandez
Oliver is a construction business owner and real estate investor that lives in Washington, DC. Oliver has completed over $100M of construction projects and accumulated a real estate investment portfolio valued at over $400M in the past 15 years. Oliver’s passion is showing others how they can achieve their goals through construction and real estate investing.


Connect with Oliver 



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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Facebook: Monument Real Estate Capital
LinkedIn: Monument Real Estate Capital

]]> Oliver Fernandez Buzzsprout-13324867 Tue, 01 Aug 2023 06:00:00 -0400 2497 retire wealthy and happy, retirement, ben waller, roger jacobsen, business, real estate, entrepreneur, alternative investing, alternative asset, alternative investment, Oliver Fernandez full true Ep35: Sell and Make an Impact Through Words and Books with Julie Broad Ep35: Sell and Make an Impact Through Words and Books with Julie Broad Do you want to write and publish a book that not only sells but also impacts lives? Then this episode is for you.  Join Julie Broad as she shares her expertise in book writing, publishing, and promotion, along with the potential benefits it can bring to entrepreneurs. Make the strategic decision to tune in and seize massive opportunities today!



Key takeaways to listen for

  • The transformative power of stories and how they can impact your mindset
  • How long it takes to write and launch a book and the different publishing options
  • Benefits of publishing a good book as an entrepreneur
  • Book Launchers: How it started and how they help their target clients
  • Challenges writers face in the process of book writing
  • Expert advice to help you navigate the intricacies of book promotion and boost sales



Resources mentioned in this episode

If you’re finally ready to write a book, download your FREE guide to plan and write it fantastically by visiting https://booklaunchers.com/7steps.



About Julie Broad
Julie Broad is the founder of Book Launchers, an Amazon Overall #1 Best Selling Author, and the winner of 15 different book awards, including a Gold Medal in the Indie Book Awards. Her most recent book, Self-Publish and Succeed, helps non-fiction authors write a book that is set up to sell.

 

Connect with Julie



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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

]]> Do you want to write and publish a book that not only sells but also impacts lives? Then this episode is for you.  Join Julie Broad as she shares her expertise in book writing, publishing, and promotion, along with the potential benefits it can bring to entrepreneurs. Make the strategic decision to tune in and seize massive opportunities today!



Key takeaways to listen for

  • The transformative power of stories and how they can impact your mindset
  • How long it takes to write and launch a book and the different publishing options
  • Benefits of publishing a good book as an entrepreneur
  • Book Launchers: How it started and how they help their target clients
  • Challenges writers face in the process of book writing
  • Expert advice to help you navigate the intricacies of book promotion and boost sales



Resources mentioned in this episode

If you’re finally ready to write a book, download your FREE guide to plan and write it fantastically by visiting https://booklaunchers.com/7steps.



About Julie Broad
Julie Broad is the founder of Book Launchers, an Amazon Overall #1 Best Selling Author, and the winner of 15 different book awards, including a Gold Medal in the Indie Book Awards. Her most recent book, Self-Publish and Succeed, helps non-fiction authors write a book that is set up to sell.

 

Connect with Julie



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

]]> Julie Broad Buzzsprout-13281694 Tue, 25 Jul 2023 06:00:00 -0400 2801 retire wealthy and happy, retirement, ben waller, roger jacobsen, books, author, publish, self publish, entrepreneur, business, writer full false Ep34: How to Choose Your Perfect Investment with Jay Tobey Ep34: How to Choose Your Perfect Investment with Jay Tobey Do you want to know what the right investment is for you? Then listen to this episode with Jay Tobey! Join us now to explore a range of things to consider when selecting an investment, plus the intricacies of raising capital and communication when engaging with potential investors.


Key takeaways to listen for

  • Key considerations when looking for a business to invest in
  • An important aspect to consider when evaluating a business for the first time
  • Real Estate Funds: What they are, their advantages, and potential risks
  • Information you should know about before investing in real estate funds
  • Essential factors to easily raise capital and investor confidence 


Resources mentioned in this episode


About Jay Tobey
Jay is the founder and CEO of FlowStreet. FlowStreet is an alternative asset manager investing in areas of the market underserved by traditional financing methods, such as commercial banks and institutional managers. Jay’s mission is to expand access to private investment opportunities. He has experience syndicating individual investments in real estate, private equity, and private credit.


Connect with Jay


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


]]> Do you want to know what the right investment is for you? Then listen to this episode with Jay Tobey! Join us now to explore a range of things to consider when selecting an investment, plus the intricacies of raising capital and communication when engaging with potential investors.


Key takeaways to listen for

  • Key considerations when looking for a business to invest in
  • An important aspect to consider when evaluating a business for the first time
  • Real Estate Funds: What they are, their advantages, and potential risks
  • Information you should know about before investing in real estate funds
  • Essential factors to easily raise capital and investor confidence 


Resources mentioned in this episode


About Jay Tobey
Jay is the founder and CEO of FlowStreet. FlowStreet is an alternative asset manager investing in areas of the market underserved by traditional financing methods, such as commercial banks and institutional managers. Jay’s mission is to expand access to private investment opportunities. He has experience syndicating individual investments in real estate, private equity, and private credit.


Connect with Jay


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


]]> Jay Tobey Buzzsprout-13244178 Tue, 18 Jul 2023 06:00:00 -0400 2734 real estate, real estate funds, real estate investing, investor, business, startup, entrepreneur full false Ep33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA® Ep33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA® Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.


Key takeaways to listen for

  • Importance of conducting financial check-ups for a better financial future
  • Strategies to get out of debt without resorting to bankruptcy
  • 6 retirement decisions you need to make and when to make them
  • How to maximize retirement benefits by boosting your peak earning years
  • Insights on the future of retirement planning and wealth transfer
  • Wealth-building benefits of alternative investments


Resources mentioned in this episode


About Eric Brotman, CFrP®, AEP®, CPWA®
Eric is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and a regular contributor to Forbes.com.


Connect with Eric


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

]]> Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.


Key takeaways to listen for

  • Importance of conducting financial check-ups for a better financial future
  • Strategies to get out of debt without resorting to bankruptcy
  • 6 retirement decisions you need to make and when to make them
  • How to maximize retirement benefits by boosting your peak earning years
  • Insights on the future of retirement planning and wealth transfer
  • Wealth-building benefits of alternative investments


Resources mentioned in this episode


About Eric Brotman, CFrP®, AEP®, CPWA®
Eric is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and a regular contributor to Forbes.com.


Connect with Eric


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

]]> Eric Brotman, CFP®, AEP®, CPWA® Buzzsprout-13198171 Tue, 11 Jul 2023 06:00:00 -0400 3670 real estate, retirement, retire, retirement plan, retirement benefits, investing, investor, entrepreneur, business, mindset, success, alternative investments, alternative assets full true Ep32: Mastering Tax Defaulted Real Estate and Purposeful Investments with Jason Porter Ep32: Mastering Tax Defaulted Real Estate and Purposeful Investments with Jason Porter Jason Porter joins us in this episode to enlighten us about strategies for successful investment in tax-defaulted real estate. You’ll also hear about the mindset required to explore multiple business ventures and invest with a clear purpose. So tune in to embrace your entrepreneurial spirit and discover the path to success as you venture into new horizons!


Key takeaways to listen for

  • The concept of the law of attraction and how it can impact our lives
  • How to find opportunities to thrive in various industries as an entrepreneur
  • True real estate investing: What it is and how to do it
  • The potential of tax liens and deeds as lucrative investments
  • Top secret for real estate investing success


Resources mentioned in this episode


About Jason Porter
Jason Porter is the director of education for the Tax Lien Code. He authors the book, "Real Good Deeds," which became an Amazon Best Seller. Drawing from his extensive experience, he has generated millions of dollars in returns from tax lien and deed investments. Jason's expertise extends beyond borders, as he has shared his knowledge with audiences in 17 countries, captivating crowds as large as 12,000. 


Connect with Jason


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

]]> Jason Porter joins us in this episode to enlighten us about strategies for successful investment in tax-defaulted real estate. You’ll also hear about the mindset required to explore multiple business ventures and invest with a clear purpose. So tune in to embrace your entrepreneurial spirit and discover the path to success as you venture into new horizons!


Key takeaways to listen for

  • The concept of the law of attraction and how it can impact our lives
  • How to find opportunities to thrive in various industries as an entrepreneur
  • True real estate investing: What it is and how to do it
  • The potential of tax liens and deeds as lucrative investments
  • Top secret for real estate investing success


Resources mentioned in this episode


About Jason Porter
Jason Porter is the director of education for the Tax Lien Code. He authors the book, "Real Good Deeds," which became an Amazon Best Seller. Drawing from his extensive experience, he has generated millions of dollars in returns from tax lien and deed investments. Jason's expertise extends beyond borders, as he has shared his knowledge with audiences in 17 countries, captivating crowds as large as 12,000. 


Connect with Jason


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

]]> Jason Porter Buzzsprout-13168128 Thu, 06 Jul 2023 06:00:00 -0400 4039 real estate, investment, entrepreneur, business, success, tax, tax default, investor, real estate investing full false Ep31: The House Flipping Blueprint to Achieving Success in Real Estate with Kyle Doney Ep31: The House Flipping Blueprint to Achieving Success in Real Estate with Kyle Doney There are numerous paths to achieving success in real estate, and in this episode, we will delve into how you can accomplish it through property flipping. From discovering lucrative deals to mapping out a roadmap for success, join us as we share insights to elevate your investment game with Kyle Doney. Dial in now!


Key takeaways to listen for

  • A detailed walkthrough of the house-flipping process for beginners
  • Challenges to flipping houses in today’s real estate market
  • What it’s like to invest in out-of-state real estate properties
  • Reasons you should explore different ways to make money in real estate
  • Essential lessons you need to know about business partnerships


Resources mentioned in this episode


About Kyle Doney
Kyle is the president of LVN Real Estate and creates the vision for the company and his team, leading the way as one of Denver's top home buyers. He is an Air Force Veteran, having served six years. He entered the real estate business in 2013 and has successfully operated in the Denver real estate market. Kyle's hobbies include motocross, biking, hiking, snowboarding, and traveling.

LVN real estate buys in most of Colorado, Cheyenne, WY, and Austin, TX area. They fix and flip, buy rentals in the residential and commercial space, develop, and lend.


Connect with Kyle


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

]]> There are numerous paths to achieving success in real estate, and in this episode, we will delve into how you can accomplish it through property flipping. From discovering lucrative deals to mapping out a roadmap for success, join us as we share insights to elevate your investment game with Kyle Doney. Dial in now!


Key takeaways to listen for

  • A detailed walkthrough of the house-flipping process for beginners
  • Challenges to flipping houses in today’s real estate market
  • What it’s like to invest in out-of-state real estate properties
  • Reasons you should explore different ways to make money in real estate
  • Essential lessons you need to know about business partnerships


Resources mentioned in this episode


About Kyle Doney
Kyle is the president of LVN Real Estate and creates the vision for the company and his team, leading the way as one of Denver's top home buyers. He is an Air Force Veteran, having served six years. He entered the real estate business in 2013 and has successfully operated in the Denver real estate market. Kyle's hobbies include motocross, biking, hiking, snowboarding, and traveling.

LVN real estate buys in most of Colorado, Cheyenne, WY, and Austin, TX area. They fix and flip, buy rentals in the residential and commercial space, develop, and lend.


Connect with Kyle


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

]]> Kyle Doney Buzzsprout-13111810 Tue, 27 Jun 2023 06:00:00 -0400 2597 real estate, house flipping, real estate investing, real estate market, business, business partnership, investor, entrepreneur, entrepreneurship full false Ep30: Taking Ownership and Embracing Vision in RE Investing with Sam Kwak Ep30: Taking Ownership and Embracing Vision in RE Investing with Sam Kwak Join us in this insightful conversation with Sam Kwak, where we tackle real estate investing tips, personal development advice, and financial strategies. So if you're a beginner or looking to expand your portfolio, tune in and seize the opportunity to acquire valuable knowledge and insights that will empower you to make well-informed decisions.


Key takeaways to listen for

  • Best tips and resources to help you get your real estate career started
  • The significance of having a clear vision and taking ownership of one's mistakes
  • How First Deal Mentor helps bridge the gap between knowledge and application
  • Personal responsibility and the role it plays in achieving success
  • Potential benefits of paying off your mortgage faster 


Resources mentioned in this episode


About Sam Kwak
Sam is a real estate entrepreneur, investor, YouTuber, author, and founder of the Accelerated Banking Concept. Since 2016, Sam and his brother, Daniel, have been teaching concepts, strategies, and tactics related to real estate investing and finance. In his real estate career, Sam was involved in over $5 million of real estate investments and transactions. With the Accelerated Banking Concept, he's helped over 1800 homeowners find a path to financial freedom and peace. Sam has also launched multiple 6 and 7-figure companies related to real estate.

Today, he's passionate about helping every American family unlock the secrets to financial freedom and peace. Most importantly, he's a husband, a father, and a Christ follower.


Connect with Sam


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

]]> Join us in this insightful conversation with Sam Kwak, where we tackle real estate investing tips, personal development advice, and financial strategies. So if you're a beginner or looking to expand your portfolio, tune in and seize the opportunity to acquire valuable knowledge and insights that will empower you to make well-informed decisions.


Key takeaways to listen for

  • Best tips and resources to help you get your real estate career started
  • The significance of having a clear vision and taking ownership of one's mistakes
  • How First Deal Mentor helps bridge the gap between knowledge and application
  • Personal responsibility and the role it plays in achieving success
  • Potential benefits of paying off your mortgage faster 


Resources mentioned in this episode


About Sam Kwak
Sam is a real estate entrepreneur, investor, YouTuber, author, and founder of the Accelerated Banking Concept. Since 2016, Sam and his brother, Daniel, have been teaching concepts, strategies, and tactics related to real estate investing and finance. In his real estate career, Sam was involved in over $5 million of real estate investments and transactions. With the Accelerated Banking Concept, he's helped over 1800 homeowners find a path to financial freedom and peace. Sam has also launched multiple 6 and 7-figure companies related to real estate.

Today, he's passionate about helping every American family unlock the secrets to financial freedom and peace. Most importantly, he's a husband, a father, and a Christ follower.


Connect with Sam


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

]]> Sam Kwak Buzzsprout-13071566 Tue, 20 Jun 2023 06:00:00 -0400 2584 real estate, real estate career, investor, entrepreneur, mentor, mentorship, coach, business, real estate investing, mortgage, success full false Ep29: Inside the World of Property Management with Glenn Gonzales Ep29: Inside the World of Property Management with Glenn Gonzales What makes an outstanding property management company? Learn the answers in this episode with Glenn Gonzales unveils his journey into the real estate industry and delves deep into the intricacies of managing investment properties. This exclusive opportunity allows you to gain valuable insights into this real estate niche, so tune in and expand your knowledge!

Key. takeaways to listen for

  • The inspiration behind writing the book Maintenance Man to Millionaire
  • Pros and cons of a real estate partnership
  • How having the right property manager helps you reach your investment goals
  • Questions and considerations in hiring a property management company
  • A customized real estate investment for diverse investor goals


Resources mentioned in this episode


About Glenn Gonzales
Glenn C. Gonzales, CPM, is CEO, partner, and co-founder of Obsidian Capital Co. is an entrepreneurial individual with over 30 years of real estate experience. Since 1994, Glenn has been an instructor for multiple apartment associations, including Utah, Washington, and San Antonio.

Glenn’s many years of industry experience, coupled with his ability to motivate and lead, has enabled him to build an effective management operation and assemble a strong team of professionals. Over Glenn's time in the business, he has acquired and sold many multifamily properties on the ownership side, primarily in Texas, and is continuing to aggressively and profitably expand Obsidian Capital's portfolio. Glenn has owned over 4,500 apartments throughout his investment career.

Connect with Glenn


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

]]> What makes an outstanding property management company? Learn the answers in this episode with Glenn Gonzales unveils his journey into the real estate industry and delves deep into the intricacies of managing investment properties. This exclusive opportunity allows you to gain valuable insights into this real estate niche, so tune in and expand your knowledge!

Key. takeaways to listen for

  • The inspiration behind writing the book Maintenance Man to Millionaire
  • Pros and cons of a real estate partnership
  • How having the right property manager helps you reach your investment goals
  • Questions and considerations in hiring a property management company
  • A customized real estate investment for diverse investor goals


Resources mentioned in this episode


About Glenn Gonzales
Glenn C. Gonzales, CPM, is CEO, partner, and co-founder of Obsidian Capital Co. is an entrepreneurial individual with over 30 years of real estate experience. Since 1994, Glenn has been an instructor for multiple apartment associations, including Utah, Washington, and San Antonio.

Glenn’s many years of industry experience, coupled with his ability to motivate and lead, has enabled him to build an effective management operation and assemble a strong team of professionals. Over Glenn's time in the business, he has acquired and sold many multifamily properties on the ownership side, primarily in Texas, and is continuing to aggressively and profitably expand Obsidian Capital's portfolio. Glenn has owned over 4,500 apartments throughout his investment career.

Connect with Glenn


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

]]> Glenn Gonzales Buzzsprout-13030583 Tue, 13 Jun 2023 06:00:00 -0400 3676 real estate, asset manager, property management, business, business partner, invest, investor, entrepreneur, investment goals, entrepreneurship full false Ep28: Real Estate Renegades | Unconventional Coaching Wisdom with Zachary Beach Ep28: Real Estate Renegades | Unconventional Coaching Wisdom with Zachary Beach Finding the right coach or mentor in a specific field can substantially impact success within the real estate industry. Zachary Beach joins us today to share his expertise in coach selection and highlight the benefits of aligning with the appropriate people. If you aspire to enhance your journey toward achieving investment goals, check out this episode!

Key takeaways to listen for

  • Smart Real Estate Coach: Challenges, mission, and acquisition strategies
  • The power of niche alignment and finding the right coach in real estate
  • An approach to finding the ideal coach to achieve success in your niche
  • Is creative financing an active or passive income business?
  • The vital role of self-discovery for entrepreneurs

Resources mentioned in this episode

Want to start your investing journey the right way? Just go to https://wickedsmartbooks.com/ and gain access to Wicked Smart’s best-selling real estate books for FREE!

About Zachary Beach
Zachary is the CEO of Smart Real Estate Coach, a two-time Inc. 5000 fastest-growing company focusing on transforming W2 employees into creative financing real estate investors. With a passion for business building, he is also a partner in Original RealEstate, Wicked Smart Finance, and NatProcessing.com. Zachary is a 3x Amazon Best-Selling Author of Real Estate on Your Terms, New Rules of Real Estate Investing, and Sell with Authority for Real Estate Investors.

Connect with Zachary


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:
]]> Finding the right coach or mentor in a specific field can substantially impact success within the real estate industry. Zachary Beach joins us today to share his expertise in coach selection and highlight the benefits of aligning with the appropriate people. If you aspire to enhance your journey toward achieving investment goals, check out this episode!

Key takeaways to listen for

  • Smart Real Estate Coach: Challenges, mission, and acquisition strategies
  • The power of niche alignment and finding the right coach in real estate
  • An approach to finding the ideal coach to achieve success in your niche
  • Is creative financing an active or passive income business?
  • The vital role of self-discovery for entrepreneurs

Resources mentioned in this episode

Want to start your investing journey the right way? Just go to https://wickedsmartbooks.com/ and gain access to Wicked Smart’s best-selling real estate books for FREE!

About Zachary Beach
Zachary is the CEO of Smart Real Estate Coach, a two-time Inc. 5000 fastest-growing company focusing on transforming W2 employees into creative financing real estate investors. With a passion for business building, he is also a partner in Original RealEstate, Wicked Smart Finance, and NatProcessing.com. Zachary is a 3x Amazon Best-Selling Author of Real Estate on Your Terms, New Rules of Real Estate Investing, and Sell with Authority for Real Estate Investors.

Connect with Zachary


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:
]]> Zachary Beach Buzzsprout-12984354 Tue, 06 Jun 2023 06:00:00 -0400 2916 coaching, coach, mentor, mentorship, real estate, success, investor, invest, entrepreneur, entrepreneurship, creative financing, financing full false Ep27: Supercharge Your Short-Term and Mid-Term Rental Profitability with Erin Spradlin Ep27: Supercharge Your Short-Term and Mid-Term Rental Profitability with Erin Spradlin Boost your asset's profitability with Erin Spradlin in today's episode as she discusses the advantages of short-term and mid-term rentals. Tune in to weigh the characteristics of both rental types and discover the optimal choice for achieving your retirement goals. Make sure you invest wisely in suitable assets and markets by listening to the entire episode!

Key takeaways to listen for

  • Denver Women Invest and how it aids women's empowerment 
  • Short-term vs mid-term rentals: Its features, challenges, and predictions
  • What is house hacking and its benefits for RE investors
  • Should you purchase a condominium unit as a startup investor?
  • Expert tips for asset management and real estate markets to invest in


Resources mentioned in this episode


About Erin Spradlin
Erin is a board game enthusiast who will never turn her back on a Denver patio. This city has been the backdrop for her major life events and is her absolute favorite place. She enjoys working with first-time homebuyers and investors and believes good communication is critical to client service and is a big fan of transparency.

Moreover, she makes it a point to keep clients well-informed about the progress of their deal and prepare them for what lies ahead. Behind the scenes, she diligently stays updated on the latest trends, neighborhoods, interest rates, and any other pertinent information that holds significance to her clients.

Connect with Erin


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

]]> Boost your asset's profitability with Erin Spradlin in today's episode as she discusses the advantages of short-term and mid-term rentals. Tune in to weigh the characteristics of both rental types and discover the optimal choice for achieving your retirement goals. Make sure you invest wisely in suitable assets and markets by listening to the entire episode!

Key takeaways to listen for

  • Denver Women Invest and how it aids women's empowerment 
  • Short-term vs mid-term rentals: Its features, challenges, and predictions
  • What is house hacking and its benefits for RE investors
  • Should you purchase a condominium unit as a startup investor?
  • Expert tips for asset management and real estate markets to invest in


Resources mentioned in this episode


About Erin Spradlin
Erin is a board game enthusiast who will never turn her back on a Denver patio. This city has been the backdrop for her major life events and is her absolute favorite place. She enjoys working with first-time homebuyers and investors and believes good communication is critical to client service and is a big fan of transparency.

Moreover, she makes it a point to keep clients well-informed about the progress of their deal and prepare them for what lies ahead. Behind the scenes, she diligently stays updated on the latest trends, neighborhoods, interest rates, and any other pertinent information that holds significance to her clients.

Connect with Erin


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

]]> Erin Spradlin Buzzsprout-12959933 Thu, 01 Jun 2023 06:00:00 -0400 3124 real estate, rental property, rental, midterm rental, short term rental, real estate investing, investor, entrepreneur, business, entrepreneurship full false Ep26: Legal Strategies, Wealth Goals, and RE Investment Tips with Atty. Gary Davidson Ep26: Legal Strategies, Wealth Goals, and RE Investment Tips with Atty. Gary Davidson Mistakes in the real estate industry can result in significant and enduring consequences. So in this episode, we invited Atty. Gary Davidson to shed light on the vital role of lawyers in business success and safeguarding your investments, so be sure to stay tuned for invaluable insights and actionable advice that’ll take your real estate endeavors to new heights!

Key takeaways to listen for

  • How does Castle Law revolutionize RE investments and legal services
  • The nature of wealth and the significance of defining clear goals
  • Advantages of being an attorney when investing in real estate
  • Why is there a need for adaptability when you’re in the legal profession?
  • Reasons you need an RE lawyer during surveys and title insurance transactions
  • Top tips to overcome rental restrictions on your investment properties


Resources mentioned in this episode


About Atty. Gary Davidson
Gary believes in "Careers worth having, Practices worth owning, Lives worth living, and Legacies worth leaving." Gary has unrivaled experience working on land use, zoning, and development. He represents property investors and businesses ranging from closely held corporations to publicly traded companies.

Connect with Atty. Gary


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

]]> Mistakes in the real estate industry can result in significant and enduring consequences. So in this episode, we invited Atty. Gary Davidson to shed light on the vital role of lawyers in business success and safeguarding your investments, so be sure to stay tuned for invaluable insights and actionable advice that’ll take your real estate endeavors to new heights!

Key takeaways to listen for

  • How does Castle Law revolutionize RE investments and legal services
  • The nature of wealth and the significance of defining clear goals
  • Advantages of being an attorney when investing in real estate
  • Why is there a need for adaptability when you’re in the legal profession?
  • Reasons you need an RE lawyer during surveys and title insurance transactions
  • Top tips to overcome rental restrictions on your investment properties


Resources mentioned in this episode


About Atty. Gary Davidson
Gary believes in "Careers worth having, Practices worth owning, Lives worth living, and Legacies worth leaving." Gary has unrivaled experience working on land use, zoning, and development. He represents property investors and businesses ranging from closely held corporations to publicly traded companies.

Connect with Atty. Gary


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

]]> Atty. Gary Davidson Buzzsprout-12941087 Tue, 30 May 2023 06:00:00 -0400 3016 real estate, attorney, real estate attorney, legal services, insurance, property, asset, real estate insurance, property insurance, investor, investing, entrepreneur, entrepreneurship full false Ep25: 2023 Real Estate Lending Trends with Andrew Brough Ep25: 2023 Real Estate Lending Trends with Andrew Brough Whether you're a prospective homebuyer, real estate investor, or simply an industry enthusiast, this episode offers valuable insights into the current trends that are shaping the 2023 lending market. Join us as we explore the world of mortgage lending with Andrew Brough to gain exclusive tips from an industry insider. Start making informed decisions by tuning in!


Key takeaways to listen for

  • A unique approach to applying for loans from lenders
  • Lending market trends and their impact on construction projects
  • What risks are associated with variable interest rates?
  • The impact of rising interest rates on the market, buyers, sellers, and lenders
  • Key metrics and red flags to watch out for when underwriting a real estate deal


Resources mentioned in this episode


About Andrew Brough
Andrew Brough has been an active real estate investor for four years with current ownership in 531 multi-family units. He has worked in the banking industry for 23 years, primarily as a commercial lender. He is a Commercial Relationship Officer for a regional financial institution and manages a multimillion-dollar commercial loan portfolio. 

Throughout his career, he has reviewed/underwritten over $850 million in commercial loans.  He has a solid background in deal negotiations, underwriting, client relations, and market analysis. He has originated construction, bridge, and long-term real estate loans secured by all the major asset types. He is happily married with five children and is from Northern Utah. He graduated from Weber State University with a Bachelor of Science in Business Administration.


Connect with Andrew


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

]]> Whether you're a prospective homebuyer, real estate investor, or simply an industry enthusiast, this episode offers valuable insights into the current trends that are shaping the 2023 lending market. Join us as we explore the world of mortgage lending with Andrew Brough to gain exclusive tips from an industry insider. Start making informed decisions by tuning in!


Key takeaways to listen for

  • A unique approach to applying for loans from lenders
  • Lending market trends and their impact on construction projects
  • What risks are associated with variable interest rates?
  • The impact of rising interest rates on the market, buyers, sellers, and lenders
  • Key metrics and red flags to watch out for when underwriting a real estate deal


Resources mentioned in this episode


About Andrew Brough
Andrew Brough has been an active real estate investor for four years with current ownership in 531 multi-family units. He has worked in the banking industry for 23 years, primarily as a commercial lender. He is a Commercial Relationship Officer for a regional financial institution and manages a multimillion-dollar commercial loan portfolio. 

Throughout his career, he has reviewed/underwritten over $850 million in commercial loans.  He has a solid background in deal negotiations, underwriting, client relations, and market analysis. He has originated construction, bridge, and long-term real estate loans secured by all the major asset types. He is happily married with five children and is from Northern Utah. He graduated from Weber State University with a Bachelor of Science in Business Administration.


Connect with Andrew


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

]]> Andrew Brough Buzzsprout-12918455 Thu, 25 May 2023 06:00:00 -0400 2244 real estate, investor, lending, loans, finance, financing, interest rates, real estate market, real estate investing full false Ep24: Realize the Full Potential of Diversified Real Estate Investments with John Morey Ep24: Realize the Full Potential of Diversified Real Estate Investments with John Morey In today's episode, we delve into the importance of diversifying investment strategies to maximize the potential of real estate investing. Join us as we converse with John Morey, exploring different investment strategies and the essential factors to consider when implementing them. Tune in now!


Key takeaways to listen for

  • Rehabbing and the importance of building a network while doing it
  • Real estate wholesaling: What it is and its significance for aspiring investors
  • A creative approach to real estate transactions
  • How to learn more about seller financing
  • Short-term rentals vs. corporate housing
  • The profound impact of helping others and how it stimulates growth


Resources mentioned in this episode

If you live near Athens, Alabama, you might want to check out John Morey’s wholesaling class. Just visit https://www.jpregroup.com/wholesalingclass and be a great investor too!


About John Morey
John was an avionics engineer and the salsa dancing pioneer in Huntsville, AL. He started his real estate adventure when he was fired from his job on May 13, 2016. He started with doing a couple of rehabs which was a complicated way to start. After the rehabs, he began to acquire rentals but found that being a landlord was not his thing. Then, he discovered the world of creative financing. 

He started being the bank for others looking for a home but needed help to qualify for traditional bank financing. His business exploded because of his network. The folks in the network have provided him with support and funding. Then John moved into joint ventures. He enjoys making money with others. He is the deal maker, while others provide the funding. His current and evolving projects are tiny homes, seller financing Mobile home double wides, and purchasing 2 mobile home parks.


Connect with John


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

]]> In today's episode, we delve into the importance of diversifying investment strategies to maximize the potential of real estate investing. Join us as we converse with John Morey, exploring different investment strategies and the essential factors to consider when implementing them. Tune in now!


Key takeaways to listen for

  • Rehabbing and the importance of building a network while doing it
  • Real estate wholesaling: What it is and its significance for aspiring investors
  • A creative approach to real estate transactions
  • How to learn more about seller financing
  • Short-term rentals vs. corporate housing
  • The profound impact of helping others and how it stimulates growth


Resources mentioned in this episode

If you live near Athens, Alabama, you might want to check out John Morey’s wholesaling class. Just visit https://www.jpregroup.com/wholesalingclass and be a great investor too!


About John Morey
John was an avionics engineer and the salsa dancing pioneer in Huntsville, AL. He started his real estate adventure when he was fired from his job on May 13, 2016. He started with doing a couple of rehabs which was a complicated way to start. After the rehabs, he began to acquire rentals but found that being a landlord was not his thing. Then, he discovered the world of creative financing. 

He started being the bank for others looking for a home but needed help to qualify for traditional bank financing. His business exploded because of his network. The folks in the network have provided him with support and funding. Then John moved into joint ventures. He enjoys making money with others. He is the deal maker, while others provide the funding. His current and evolving projects are tiny homes, seller financing Mobile home double wides, and purchasing 2 mobile home parks.


Connect with John


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

]]> John Morey Buzzsprout-12902405 Tue, 23 May 2023 06:00:00 -0400 2335 real estate, rehab, network, networking, seller financing, short term rental, corporate housing, rent, real estate deals, business, entrepreneur full false Ep23: Disaster-Proof Your Real Estate Investment with Scott Lewis Ep23: Disaster-Proof Your Real Estate Investment with Scott Lewis Are you looking for a highly resilient asset class to help you thrive during downturns and calamities? Tune in to today’s episode with Scott Lewis as he sheds light on commercial real estate and the significance of disaster management in effectively running your RE business. Don’t miss this opportunity to take your investments to the next level!


Key takeaways to listen for

  • The crucial parts of operating a self-storage business
  • How does inflation affect the self-storage industry?
  • Importance of staying within your investment limit
  • Why businesses should have disaster preparedness
  • Risks and rewards of property development


Resources mentioned in this episode


About Scott Lewis
Scott is the co-founder and CEO of Spartan Investment Group, LLC. He is responsible for the company's strategic direction and ensuring it aligns with SIG's mission to improve lives through real estate. 

In addition to Spartan, Scott is active in the US Army Reserves and an Iraqi Freedom combat Vet. He graduated from Michigan State University with degrees in Chemistry and Marketing, Catholic University with an MS in Management, and Georgetown University with a Certificate in Project Management.


Connect with Scott


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

]]> Are you looking for a highly resilient asset class to help you thrive during downturns and calamities? Tune in to today’s episode with Scott Lewis as he sheds light on commercial real estate and the significance of disaster management in effectively running your RE business. Don’t miss this opportunity to take your investments to the next level!


Key takeaways to listen for

  • The crucial parts of operating a self-storage business
  • How does inflation affect the self-storage industry?
  • Importance of staying within your investment limit
  • Why businesses should have disaster preparedness
  • Risks and rewards of property development


Resources mentioned in this episode


About Scott Lewis
Scott is the co-founder and CEO of Spartan Investment Group, LLC. He is responsible for the company's strategic direction and ensuring it aligns with SIG's mission to improve lives through real estate. 

In addition to Spartan, Scott is active in the US Army Reserves and an Iraqi Freedom combat Vet. He graduated from Michigan State University with degrees in Chemistry and Marketing, Catholic University with an MS in Management, and Georgetown University with a Certificate in Project Management.


Connect with Scott


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

]]> Scott Lewis Buzzsprout-12872537 Thu, 18 May 2023 06:00:00 -0400 2407 commercial real estate, real estate, investment, self storage, investor, investing, property development, disaster management, disaster preparedness full false Ep22: New Frontiers in Commercial Financing with Paul Winterowd, MBA, CCIM, AMP Ep22: New Frontiers in Commercial Financing with Paul Winterowd, MBA, CCIM, AMP Stay informed about the current state of the commercial finance market by joining us for an insightful conversation with Paul Winterowd, MBA, CCIM, AMP.  We delve into the world of real estate financing, exploring the dynamic landscape and the evolving role of technology and how it's shaping the industry's future with innovative approaches. Tune in to learn more!


Key takeaways to listen for

  • Professional designations in the real estate industry and their significance
  • Helpful advice for making significant steps in your financial journey
  • StackSource: What it is and its impact on the financing process
  • Navigating the changing landscape of interest rates and RE investing
  • Why it’s important to invest in what you know and stay in your lane
  • The power of compounding in achieving substantial returns over time


Resources mentioned in this episode


About Paul Winterowd, MBA, CCIM, AMP
Paul is an expert debt provider and an active multi-family practitioner with real-world experience investing in multi-family assets as a general and limited partner. Because of this experience on the investment side of the business, he has deep insight and empathy for his client's needs as he helps them navigate the financing process.

He has successfully sourced financing nationwide for market rate and affordable apartment buildings, student housing, and seniors housing projects. Paul has also been a featured guest on several real estate investing podcasts and was frequently asked to share best practices with multi-family investors in various Real Estate Investor Associations and networking meetups. He has been published in the Rental Housing Journal and has authored dozens of articles to help investors improve their knowledge of financing multi-family assets.


Connect with Paul


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

]]> Stay informed about the current state of the commercial finance market by joining us for an insightful conversation with Paul Winterowd, MBA, CCIM, AMP.  We delve into the world of real estate financing, exploring the dynamic landscape and the evolving role of technology and how it's shaping the industry's future with innovative approaches. Tune in to learn more!


Key takeaways to listen for

  • Professional designations in the real estate industry and their significance
  • Helpful advice for making significant steps in your financial journey
  • StackSource: What it is and its impact on the financing process
  • Navigating the changing landscape of interest rates and RE investing
  • Why it’s important to invest in what you know and stay in your lane
  • The power of compounding in achieving substantial returns over time


Resources mentioned in this episode


About Paul Winterowd, MBA, CCIM, AMP
Paul is an expert debt provider and an active multi-family practitioner with real-world experience investing in multi-family assets as a general and limited partner. Because of this experience on the investment side of the business, he has deep insight and empathy for his client's needs as he helps them navigate the financing process.

He has successfully sourced financing nationwide for market rate and affordable apartment buildings, student housing, and seniors housing projects. Paul has also been a featured guest on several real estate investing podcasts and was frequently asked to share best practices with multi-family investors in various Real Estate Investor Associations and networking meetups. He has been published in the Rental Housing Journal and has authored dozens of articles to help investors improve their knowledge of financing multi-family assets.


Connect with Paul


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

]]> Paul Winterowd, MBA, CCIM, AMP Buzzsprout-12862660 Tue, 16 May 2023 06:00:00 -0400 3274 real estate, investor, investing, finance, financing, commercial real estate, CRE, multifamily full false Ep21: Nurturing a Mindset for Financial Prosperity with Whitney Elkins-Hutten Ep21: Nurturing a Mindset for Financial Prosperity with Whitney Elkins-Hutten Join us for an enlightening conversation with Whitney Elkins-Hutten as we explore the powerful link between mindset, wealth creation, and adequate financial planning. Listen until the end to hear valuable insights that’ll help you prioritize your financial well-being, discover strategies to attain your goals, and ultimately lead a more gratifying life.


Key takeaways to listen for

  • The importance of resilience and surrounding oneself with the right people
  • Ash Wealth: What it is, and how it helps leverage people’s current portfolio
  • 3 key strategies to help you achieve your investing goals
  • Why you need to understand simple principles for creating, keeping, and growing wealth
  • What elements are needed to create a fulfilling and happy life?


Resources mentioned in this episode


About Whitney Elkins-Hutten
Whitney is the director of Investor Education at PassiveInvesting.com, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple and Multifamily Investor Nation YouTube shows and podcasts, and a partner in $800MM+ in real estate - including over 6500+ residential units, 7 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


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

]]> Join us for an enlightening conversation with Whitney Elkins-Hutten as we explore the powerful link between mindset, wealth creation, and adequate financial planning. Listen until the end to hear valuable insights that’ll help you prioritize your financial well-being, discover strategies to attain your goals, and ultimately lead a more gratifying life.


Key takeaways to listen for

  • The importance of resilience and surrounding oneself with the right people
  • Ash Wealth: What it is, and how it helps leverage people’s current portfolio
  • 3 key strategies to help you achieve your investing goals
  • Why you need to understand simple principles for creating, keeping, and growing wealth
  • What elements are needed to create a fulfilling and happy life?


Resources mentioned in this episode


About Whitney Elkins-Hutten
Whitney is the director of Investor Education at PassiveInvesting.com, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple and Multifamily Investor Nation YouTube shows and podcasts, and a partner in $800MM+ in real estate - including over 6500+ residential units, 7 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


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

]]> Whitney Elkins-Hutten Buzzsprout-12814477 Tue, 09 May 2023 06:00:00 -0400 2181 mindset, success, finances, investing, goals, portfolio, happy life full false Ep20: The Key to Manifest the Life of Your Dreams with Tiffany Lancaster Ep20: The Key to Manifest the Life of Your Dreams with Tiffany Lancaster If you've been amazed by how Brad defeated all the obstacles that came across his business and personal life, be more inspired by the story of his wife, Tiffany Lancaster! Today, she will share her version of navigating life and how she kept going despite her own challenges. Don't miss out on learning how to create a shared vision and sense of balance and harmony in life!


Key takeaways to listen for

  • The story and idea behind the creation of “Tru Life Balance Journal”
  • How yoga and meditation can help you recover from stress, trauma, and negative thoughts
  • What it’s like to run a business with your spouse or life partner
  • Ways to keep the balance between your professional and family life
  • The importance of having a solid vision for your future
  • Rewarding effects of flipping houses on your community


Resources mentioned in this episode


About Tiffany Lancaster

Tiffany Lancaster is a top-producing real estate agent and broker, as well as a certified yoga instructor. Alongside her husband, Brad, Tiffany runs a successful real estate team that focuses on real estate investing. With her exceptional communication skills and unparalleled work ethic, Tiffany has proven to be a powerhouse in the real estate industry. Her clients consistently praise her for her ability to exceed their expectations and deliver results. In addition to her work in real estate, Tiffany is also passionate about wellness and mindfulness. 

As a certified yoga instructor, she helps her clients find inner peace and balance in their lives. She is also the author of the Tru Life Balance Journal, which helps readers find a sense of harmony in their daily routines. Tiffany and Brad are a blended family of eight children, and they make their relationship and children a top priority, With a strong emphasis on work-life balance, they strive to create a fulfilling life that benefits their family, business, and community.


Connect with Tiffany


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

]]> If you've been amazed by how Brad defeated all the obstacles that came across his business and personal life, be more inspired by the story of his wife, Tiffany Lancaster! Today, she will share her version of navigating life and how she kept going despite her own challenges. Don't miss out on learning how to create a shared vision and sense of balance and harmony in life!


Key takeaways to listen for

  • The story and idea behind the creation of “Tru Life Balance Journal”
  • How yoga and meditation can help you recover from stress, trauma, and negative thoughts
  • What it’s like to run a business with your spouse or life partner
  • Ways to keep the balance between your professional and family life
  • The importance of having a solid vision for your future
  • Rewarding effects of flipping houses on your community


Resources mentioned in this episode


About Tiffany Lancaster

Tiffany Lancaster is a top-producing real estate agent and broker, as well as a certified yoga instructor. Alongside her husband, Brad, Tiffany runs a successful real estate team that focuses on real estate investing. With her exceptional communication skills and unparalleled work ethic, Tiffany has proven to be a powerhouse in the real estate industry. Her clients consistently praise her for her ability to exceed their expectations and deliver results. In addition to her work in real estate, Tiffany is also passionate about wellness and mindfulness. 

As a certified yoga instructor, she helps her clients find inner peace and balance in their lives. She is also the author of the Tru Life Balance Journal, which helps readers find a sense of harmony in their daily routines. Tiffany and Brad are a blended family of eight children, and they make their relationship and children a top priority, With a strong emphasis on work-life balance, they strive to create a fulfilling life that benefits their family, business, and community.


Connect with Tiffany


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

]]> Tiffany Lancaster Buzzsprout-12777379 Thu, 04 May 2023 06:00:00 -0400 2728 real estate, real estate investing, work life balance, professional life, family life, life challenges, meditation, stress management, shared vision, real estate brokerage, community full false Ep19: Integrity, Mindset, and Relationships with Brad Lancaster Ep19: Integrity, Mindset, and Relationships with Brad Lancaster Regardless of your role in real estate, risks and challenges always apply to everyone. Listen to Brad Lancaster’s story of facing the worst thing that could ever happen to a real estate professional, how he overcame all his biggest downfalls, and the role of your mindset and relationships in your personal development. Be sure to join us in this episode and be inspired by its massive value!


Key takeaways to listen for

  • Why transparency and integrity are important as a deal operator
  • The negative impact of entitlement mentality on your business and relationships
  • One of the illegal practices in real estate that can lead to a criminal case
  • The fulfillment and joy of having a good relationship with your family
  • Insights on strengthening and growing your relationships in every aspect of life
  • Limiting beliefs and why you should get rid of them while establishing your real estate goals


Resources mentioned in this episode


About Brad Lancaster
Brad Lancaster is a real estate entrepreneur with over 20 years of experience in flipping homes, real estate development, and deal engineering. Along with his wife, Tiffany, Brad runs a successful real estate team that specializes in real estate investing. Brad's expertise in deal engineering has earned him a reputation as a skilled negotiator who can create profitable outcomes in even the most challenging situations. He uses his extensive experience to help other real estate investors succeed by teaching them strategies and techniques for finding lucrative deals. Brad's passion for real estate and commitment to serving others make him a respected leader in the industry. He continues to lead his team with dedication and integrity, always striving for excellence in every deal.


Connect with Brad


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

]]> Regardless of your role in real estate, risks and challenges always apply to everyone. Listen to Brad Lancaster’s story of facing the worst thing that could ever happen to a real estate professional, how he overcame all his biggest downfalls, and the role of your mindset and relationships in your personal development. Be sure to join us in this episode and be inspired by its massive value!


Key takeaways to listen for

  • Why transparency and integrity are important as a deal operator
  • The negative impact of entitlement mentality on your business and relationships
  • One of the illegal practices in real estate that can lead to a criminal case
  • The fulfillment and joy of having a good relationship with your family
  • Insights on strengthening and growing your relationships in every aspect of life
  • Limiting beliefs and why you should get rid of them while establishing your real estate goals


Resources mentioned in this episode


About Brad Lancaster
Brad Lancaster is a real estate entrepreneur with over 20 years of experience in flipping homes, real estate development, and deal engineering. Along with his wife, Tiffany, Brad runs a successful real estate team that specializes in real estate investing. Brad's expertise in deal engineering has earned him a reputation as a skilled negotiator who can create profitable outcomes in even the most challenging situations. He uses his extensive experience to help other real estate investors succeed by teaching them strategies and techniques for finding lucrative deals. Brad's passion for real estate and commitment to serving others make him a respected leader in the industry. He continues to lead his team with dedication and integrity, always striving for excellence in every deal.


Connect with Brad


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

]]> Brad Lancaster Buzzsprout-12766716 Tue, 02 May 2023 06:00:00 -0400 3033 real estate, real estate investing, mindset, integrity, transparency, building relationships, real estate entrepreneur, personal development, entitlement, family life, investment goals, limiting beliefs full true Ep18: Private Money Loan | A Win-Win Wealth Strategy for Lenders and Investors with Corey Dutton Ep18: Private Money Loan | A Win-Win Wealth Strategy for Lenders and Investors with Corey Dutton Get tons of value in today's episode with Corey Dutton, who will talk about her expertise in the private money lending space and how they help investors fund deals and properties. So listen in, learn about this financing option, be knowledgeable enough in an uncertain market condition, and achieve your desired life through real estate!


Key takeaways to listen for

  • Insights on the single-family and house-flipping market condition from a lender’s perspective
  • Ideal asset classes and investment options for private money lenders
  • Lenders’ challenges in funding multifamily deals in today’s market
  • Reasons to build more affordable housing on trail and biking areas
  • The importance of your time freedom and shifting your perspectives in life
  • A must-read book for RE investors and advice for your retirement plans


Resources mentioned in this episode


About Corey Dutton

Corey Dutton founded Private Money Utah, your trusted resource for private money loans. They have provided personal and hard money loans for over 18 years. The company is based in Utah but lends all over the U.S. She was raised in Austin, Texas, where she grew up an avid trail runner and later ran cross-country for the University of North Texas. After completing her undergraduate degree, Corey lived in Costa Rica for several years and later studied in Mexico. After graduating with her Master's in Business Administration in 2005, Corey soon moved to Summit County, where she's resided since 2006. Since moving to the Kamas Valley, Corey has been dedicated to creating awareness in the local community about the value of trails for recreation and transportation.


Connect with Corey


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

]]> Get tons of value in today's episode with Corey Dutton, who will talk about her expertise in the private money lending space and how they help investors fund deals and properties. So listen in, learn about this financing option, be knowledgeable enough in an uncertain market condition, and achieve your desired life through real estate!


Key takeaways to listen for

  • Insights on the single-family and house-flipping market condition from a lender’s perspective
  • Ideal asset classes and investment options for private money lenders
  • Lenders’ challenges in funding multifamily deals in today’s market
  • Reasons to build more affordable housing on trail and biking areas
  • The importance of your time freedom and shifting your perspectives in life
  • A must-read book for RE investors and advice for your retirement plans


Resources mentioned in this episode


About Corey Dutton

Corey Dutton founded Private Money Utah, your trusted resource for private money loans. They have provided personal and hard money loans for over 18 years. The company is based in Utah but lends all over the U.S. She was raised in Austin, Texas, where she grew up an avid trail runner and later ran cross-country for the University of North Texas. After completing her undergraduate degree, Corey lived in Costa Rica for several years and later studied in Mexico. After graduating with her Master's in Business Administration in 2005, Corey soon moved to Summit County, where she's resided since 2006. Since moving to the Kamas Valley, Corey has been dedicated to creating awareness in the local community about the value of trails for recreation and transportation.


Connect with Corey


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

]]> Corey Dutton Buzzsprout-12734006 Thu, 27 Apr 2023 06:00:00 -0400 3077 real estate, real estate investing, private money lending, private loan, passive investing, building wealth, investment strategy, business opportunity full false Ep17: An Investor's Blueprint to Successful RE Syndications with Sandhya Seshadri Ep17: An Investor's Blueprint to Successful RE Syndications with Sandhya Seshadri Get ready to maximize your property’s cash flow potential with Sandhya Seshadri’s expert investing advice in today’s episode as we detail the components of successful apartment syndication. From location evaluation to value-add upgrades, this is your guide to mastering the art of passive earning. Tune in now!


Key takeaways to listen for

  • Significant location criteria to review when hunting for good deals
  • Basic factors to consider to speed up your deal navigation and closing process
  • Deal red flags to look out for in protecting your investor’s capital fund
  • Practical tactics for conservative underwriting and analysis during deal closing
  • Cost-efficient strategies to maximize your asset’s income potential


Resources mentioned in this episode
Atomic Habits by James Clear | Kindle, Paperback, and Hardcover


About Sandhya Seshadri

Sandhya is one of the founders of Engineered Capital, an outstanding illustration of pursuing a dream with determination. Her aspiration to reside in the United States motivated her to work hard in high school and earn a full scholarship to study engineering in Texas. Sandhya didn't stop there, she continued her education with two graduate degrees. Sandhya gradually moved away from stocks to diversify her portfolio as she discovered syndication. Initially, she invested passively in real estate before transitioning to syndication, utilizing her remarkable skills.


Connect with Sandhya


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

]]> Get ready to maximize your property’s cash flow potential with Sandhya Seshadri’s expert investing advice in today’s episode as we detail the components of successful apartment syndication. From location evaluation to value-add upgrades, this is your guide to mastering the art of passive earning. Tune in now!


Key takeaways to listen for

  • Significant location criteria to review when hunting for good deals
  • Basic factors to consider to speed up your deal navigation and closing process
  • Deal red flags to look out for in protecting your investor’s capital fund
  • Practical tactics for conservative underwriting and analysis during deal closing
  • Cost-efficient strategies to maximize your asset’s income potential


Resources mentioned in this episode
Atomic Habits by James Clear | Kindle, Paperback, and Hardcover


About Sandhya Seshadri

Sandhya is one of the founders of Engineered Capital, an outstanding illustration of pursuing a dream with determination. Her aspiration to reside in the United States motivated her to work hard in high school and earn a full scholarship to study engineering in Texas. Sandhya didn't stop there, she continued her education with two graduate degrees. Sandhya gradually moved away from stocks to diversify her portfolio as she discovered syndication. Initially, she invested passively in real estate before transitioning to syndication, utilizing her remarkable skills.


Connect with Sandhya


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

]]> Sandhya Seshadri Buzzsprout-12718204 Tue, 25 Apr 2023 06:00:00 -0400 2284 real estate, real estate investing, passive investing, multifamily syndication, business success, cash flow, passive income, investment opportunity, apartment investing, deal closing, deal underwriting full false Ep16: Passive Investing Guide For General and Limited Partners in a Syndication with Charles LeMaire Ep16: Passive Investing Guide For General and Limited Partners in a Syndication with Charles LeMaire Today's conversation with Charles LeMaire covers financial strategies for passive investors in multifamily syndications, investing in real estate with your retirement account, business tax-reduction tips, and more. Dive into this episode full of financial advice, be a sophisticated entrepreneur, and be prepared for any twists and turns in the investment market!


Key takeaways to listen for

  • Different types of retirement accounts and how they work for passive investing and business taxation
  • Benefits of multifamily syndication for general and limited partners
  • What it’s like to be an operator in a multifamily syndication deal?
  • Ways for new passive investors to be more sophisticated before getting into a deal 
  • Types of deals and agreements/contracts you should look out for as a general partner
  • The importance of knowing how to position yourself financially in a shifting economic condition


Resources mentioned in this episode


About Charles LeMaire

Charles was an electrical engineer (BSEE) by degree and retired in 2018. In the middle of college, he spent a short period in the Air Force and took some investing and business courses. With no prior experience and involvement in real estate at the age of 56, his wife dragged him to an investing meeting where they joined a mentorship program, and Brad Sumrok taught them to become wealthy through multifamily syndications. 


Connect with Charles
Email: clemaire8444@gmail.com


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

]]> Today's conversation with Charles LeMaire covers financial strategies for passive investors in multifamily syndications, investing in real estate with your retirement account, business tax-reduction tips, and more. Dive into this episode full of financial advice, be a sophisticated entrepreneur, and be prepared for any twists and turns in the investment market!


Key takeaways to listen for

  • Different types of retirement accounts and how they work for passive investing and business taxation
  • Benefits of multifamily syndication for general and limited partners
  • What it’s like to be an operator in a multifamily syndication deal?
  • Ways for new passive investors to be more sophisticated before getting into a deal 
  • Types of deals and agreements/contracts you should look out for as a general partner
  • The importance of knowing how to position yourself financially in a shifting economic condition


Resources mentioned in this episode


About Charles LeMaire

Charles was an electrical engineer (BSEE) by degree and retired in 2018. In the middle of college, he spent a short period in the Air Force and took some investing and business courses. With no prior experience and involvement in real estate at the age of 56, his wife dragged him to an investing meeting where they joined a mentorship program, and Brad Sumrok taught them to become wealthy through multifamily syndications. 


Connect with Charles
Email: clemaire8444@gmail.com


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

]]> Charles LeMaire Buzzsprout-12688798 Thu, 20 Apr 2023 06:00:00 -0400 4179 real estate, real estate investing, passive income, passive investing, multifamily syndication, financial literacy, general partner, limited partner, retirement account, tax strategy, investment strategy full false Ep15: Investing Holistically Into Cash Flow and Personal Growth with Tate Siemer Ep15: Investing Holistically Into Cash Flow and Personal Growth with Tate Siemer Our guest for today, Tate Siemer, entails his experience of moving forward using valuable lapses from his early investment ventures, grasping that In every field of entrepreneurship, the concept of hard work and persistence will always be present. Learn how to start investing smartly and build sustainable practices by listening to this episode! 


Key takeaways to listen for

  • Construction risk: What it is and the lessons you can learn from it
  • Practical tips and the importance of getting your first deal
  • A powerful growth avenue for active investors and capital raisers
  • Valuable lessons you can from your investing mistakes and experiences
  • Real estate market opportunities and predictions for 2023


Resources mentioned in this episode


About Tate Siemer

Tate Siemer is the visionary and CEO of GreenLight Equity Group, which owns 595 units totaling $49.5M in value in Oklahoma City and Columbus, OH. Tate’s passion is improving apartment buildings in such a way that maximizes the value of the community. To provide solid, consistent returns to investors and the well-being of residents, Tate and team operate clean, safe, progressive communities that promote a thriving living environment. Tate hosts “The Apartment Guys Podcast” and serves on the Executive Board of the Utah Real Estate Investor Association. He enjoys helping fellow investors and entrepreneurs through mentoring and coaching. Tate’s other passions include big-mountain skiing and mountain biking, music, and hiking with his dog, Joey.


Connect with Tate


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

]]> Our guest for today, Tate Siemer, entails his experience of moving forward using valuable lapses from his early investment ventures, grasping that In every field of entrepreneurship, the concept of hard work and persistence will always be present. Learn how to start investing smartly and build sustainable practices by listening to this episode! 


Key takeaways to listen for

  • Construction risk: What it is and the lessons you can learn from it
  • Practical tips and the importance of getting your first deal
  • A powerful growth avenue for active investors and capital raisers
  • Valuable lessons you can from your investing mistakes and experiences
  • Real estate market opportunities and predictions for 2023


Resources mentioned in this episode


About Tate Siemer

Tate Siemer is the visionary and CEO of GreenLight Equity Group, which owns 595 units totaling $49.5M in value in Oklahoma City and Columbus, OH. Tate’s passion is improving apartment buildings in such a way that maximizes the value of the community. To provide solid, consistent returns to investors and the well-being of residents, Tate and team operate clean, safe, progressive communities that promote a thriving living environment. Tate hosts “The Apartment Guys Podcast” and serves on the Executive Board of the Utah Real Estate Investor Association. He enjoys helping fellow investors and entrepreneurs through mentoring and coaching. Tate’s other passions include big-mountain skiing and mountain biking, music, and hiking with his dog, Joey.


Connect with Tate


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

]]> Tate Siemer Buzzsprout-12667850 Tue, 18 Apr 2023 06:00:00 -0400 2974 real estate, real estate investing, cash flow, personal growth, entrepreneurship, hard work, persistence, active investing, capital raising, investment opportunity full false Ep14: Retire With More Tax-Efficient Income with Jason Harris Ep14: Retire With More Tax-Efficient Income with Jason Harris An asset’s potential can never be measured until you start managing one, so utilize real estate’s tax benefits in your favor and get a hold of Jason Harris’ financial tactics in today’s episode! Discover tips to diversifying your real estate assets and start preparing for your retirement by tuning in.


Key takeaways to listen for

  • Capital building and the income-generating potential of multifamily assets
  • Ways occupying one of your rentals may minimize housing costs
  • How to minimize your taxes to maximize your real estate profit
  • The long-term gains of investments as your retirement foundation
  • Why true fulfillment is sourced from the people in your life
  • The impact of wealth and legacy building in making a better society


Resources mentioned in this episode


About Jason Harris

Jason founded Harris Investment Group in 2018 after spending over 5 years syndicating real estate and building a portfolio of over 2,500 doors worth over $375 million. The portfolio is primarily dominated by value. Many projects' returns have ranged between 50% to 100% or more. Most of his projects are a 2-3 year time horizon, which provides the ability to achieve maximum internal rates of return.

He has sourced and invested in residential and commercial properties across multiple markets in the U.S. and is highly familiar with property management and the brokerage aspect of the real estate industry.


Connect with Jason


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

]]> An asset’s potential can never be measured until you start managing one, so utilize real estate’s tax benefits in your favor and get a hold of Jason Harris’ financial tactics in today’s episode! Discover tips to diversifying your real estate assets and start preparing for your retirement by tuning in.


Key takeaways to listen for

  • Capital building and the income-generating potential of multifamily assets
  • Ways occupying one of your rentals may minimize housing costs
  • How to minimize your taxes to maximize your real estate profit
  • The long-term gains of investments as your retirement foundation
  • Why true fulfillment is sourced from the people in your life
  • The impact of wealth and legacy building in making a better society


Resources mentioned in this episode


About Jason Harris

Jason founded Harris Investment Group in 2018 after spending over 5 years syndicating real estate and building a portfolio of over 2,500 doors worth over $375 million. The portfolio is primarily dominated by value. Many projects' returns have ranged between 50% to 100% or more. Most of his projects are a 2-3 year time horizon, which provides the ability to achieve maximum internal rates of return.

He has sourced and invested in residential and commercial properties across multiple markets in the U.S. and is highly familiar with property management and the brokerage aspect of the real estate industry.


Connect with Jason


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

]]> Jason Harris Buzzsprout-12627284 Thu, 13 Apr 2023 06:00:00 -0400 3409 real estate, real estate investing, retirement, investment opportunity, tax efficient income, real estate benefits, multifamily investing, housing, generational wealth full false Ep13: Seize Cash Flowing Opportunities Through Attentive Investing with Chris Miles Ep13: Seize Cash Flowing Opportunities Through Attentive Investing with Chris Miles Discover the right income-generating strategies for you by listening to this episode with Chris Miles. Learn why you shouldn’t listen to financial advisors (from a former financial advisor), create cash flow, and jumpstart your investing career the right way through his time-tested investing tips today!


Key takeaways to listen for

  • Why you need to filter business advice according to the applicability
  • Practical strategies to earn greater returns and become financially free
  • The infinite banking concept: What it is, how it works, and its advantages
  • Proven tips to help you reach a financial state that’ll allow you to invest
  • Expert insights you should know before investing


Resources mentioned in this episode


About Chris Miles

Chris Miles, the “Anti-Financial Advisor”, teaches entrepreneurs and professionals how to get their money working for them. He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, and many more. With his company, Money Ripples, his personal clients have increased their cash flow by over $300 million in the last 13 years.


Connect with Chris


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

]]> Discover the right income-generating strategies for you by listening to this episode with Chris Miles. Learn why you shouldn’t listen to financial advisors (from a former financial advisor), create cash flow, and jumpstart your investing career the right way through his time-tested investing tips today!


Key takeaways to listen for

  • Why you need to filter business advice according to the applicability
  • Practical strategies to earn greater returns and become financially free
  • The infinite banking concept: What it is, how it works, and its advantages
  • Proven tips to help you reach a financial state that’ll allow you to invest
  • Expert insights you should know before investing


Resources mentioned in this episode


About Chris Miles

Chris Miles, the “Anti-Financial Advisor”, teaches entrepreneurs and professionals how to get their money working for them. He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, and many more. With his company, Money Ripples, his personal clients have increased their cash flow by over $300 million in the last 13 years.


Connect with Chris


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

]]> Chris Miles Buzzsprout-12627262 Tue, 11 Apr 2023 06:00:00 -0400 2716 real estate, real estate investing, cash flow, investment opportunity, financial advisor, business strategy, investment return, infinite banking full true Ep12: What It Takes to Flip a House in 7 Days with Tyler Jensen Ep12: What It Takes to Flip a House in 7 Days with Tyler Jensen Quality will always be parallel with time, so what can you do to have both? Tyler Jensen is here to tell us about process efficiency to finish flipping a home in a week. Learn about pre-execution planning to compress work and cultivate a focused operations flow in this episode!


Key takeaways to listen for

  • 3 metrics that could help you flip a property in seven days
  • Cost-analysis preparation tips and strategies to maximize your business operations
  • Fundamental business elements and why you need to maintain them
  • Effective ways to re-strategize your business to earn active and passive income
  • The power of creating consistent cash flow from your investments


Resources mentioned in this episode


About Tyler Jensen

Tyler Jensen is an avid Real Estate Investor, International House Flipper, Philanthropist, Coach, Husband, and Father to four amazing boys. He has been flipping houses for over ten years,  started flipping houses in college, and has never looked back. He loves real estate and gets satisfaction from taking an old dumpy crack house and turning it into something unique that a family can create memories in as their new home. Tyler has built a great business and has one of the best flipping companies in the country, and His systems and processes for flipping houses have been raising the bar for other investors. He loves coaching and helping others pursue their dreams and passions in real estate.


Connect with Tyler


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

]]> Quality will always be parallel with time, so what can you do to have both? Tyler Jensen is here to tell us about process efficiency to finish flipping a home in a week. Learn about pre-execution planning to compress work and cultivate a focused operations flow in this episode!


Key takeaways to listen for

  • 3 metrics that could help you flip a property in seven days
  • Cost-analysis preparation tips and strategies to maximize your business operations
  • Fundamental business elements and why you need to maintain them
  • Effective ways to re-strategize your business to earn active and passive income
  • The power of creating consistent cash flow from your investments


Resources mentioned in this episode


About Tyler Jensen

Tyler Jensen is an avid Real Estate Investor, International House Flipper, Philanthropist, Coach, Husband, and Father to four amazing boys. He has been flipping houses for over ten years,  started flipping houses in college, and has never looked back. He loves real estate and gets satisfaction from taking an old dumpy crack house and turning it into something unique that a family can create memories in as their new home. Tyler has built a great business and has one of the best flipping companies in the country, and His systems and processes for flipping houses have been raising the bar for other investors. He loves coaching and helping others pursue their dreams and passions in real estate.


Connect with Tyler


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

]]> Tyler Jensen Buzzsprout-12600001 Thu, 06 Apr 2023 06:00:00 -0400 2957 real estate, real estate investing, house flipping, fix and flip, business process, exit strategy, business planning, business operation, passive income, active income, cash flow full true Ep11: Reaping Financial Growth Established by Personal Development with Brian Pitcher Ep11: Reaping Financial Growth Established by Personal Development with Brian Pitcher Challenges will always be part of the journey to success, so we’ve invited Brian Pitcher to share his inspiring story of the pursuit of financial freedom after being diagnosed with a brain tumor in 2013. Learn all about real estate investing and the benefits you can reap from it when you listen until the end of this episode!


Key takeaways to listen for

  • An educational story about how to pivot your business during a recession
  • What makes education a loss prevention strategy in business
  • A way to invest that considers your financial obligations and risk tolerance
  • What privileges can you gain from financial success?
  • The principle of mentoring and how it generates sustainable knowledge


Resources mentioned in this episode


About Brian Pitcher

Brian has been in the real estate industry since 2004. Since then, he has sold over 1000 homes as an agent, flipped over 200 homes as an investor, and accumulated over 120 rental units in Utah and Idaho. This year he acquired a 71-unit RV Park in Tombstone; and a 12-cabin campground in Pine Top, Arizona. He also received three storage unit complexes with his partners in Montgomery, Alabama.

During the Great Recession, Brian made a name for himself by shifting to where the market was going and became one of the top short sale specialists in the country and was a prominent member of the Short Sale Specialist Network. He has a gift for looking at where the market is going and shifting very fast to acquire the knowledge to succeed at a high level in the new market. 


Connect with Brian 


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

]]> Challenges will always be part of the journey to success, so we’ve invited Brian Pitcher to share his inspiring story of the pursuit of financial freedom after being diagnosed with a brain tumor in 2013. Learn all about real estate investing and the benefits you can reap from it when you listen until the end of this episode!


Key takeaways to listen for

  • An educational story about how to pivot your business during a recession
  • What makes education a loss prevention strategy in business
  • A way to invest that considers your financial obligations and risk tolerance
  • What privileges can you gain from financial success?
  • The principle of mentoring and how it generates sustainable knowledge


Resources mentioned in this episode


About Brian Pitcher

Brian has been in the real estate industry since 2004. Since then, he has sold over 1000 homes as an agent, flipped over 200 homes as an investor, and accumulated over 120 rental units in Utah and Idaho. This year he acquired a 71-unit RV Park in Tombstone; and a 12-cabin campground in Pine Top, Arizona. He also received three storage unit complexes with his partners in Montgomery, Alabama.

During the Great Recession, Brian made a name for himself by shifting to where the market was going and became one of the top short sale specialists in the country and was a prominent member of the Short Sale Specialist Network. He has a gift for looking at where the market is going and shifting very fast to acquire the knowledge to succeed at a high level in the new market. 


Connect with Brian 


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

]]> Brian Pitcher Buzzsprout-12584532 Tue, 04 Apr 2023 06:00:00 -0400 2826 real estate, real estate investing, financial growth, personal development, success, global recession, education, business strategy, risk tolerance, mentorship full false Ep10: Passive REI Secrets to Self-Fulfillment and Personal Freedom in a Success-Driven World with Ben Kjar Ep10: Passive REI Secrets to Self-Fulfillment and Personal Freedom in a Success-Driven World with Ben Kjar Inspirational speaker and real estate investor Ben Kjar joins us in today’s episode to chat about how you can embody significance and success while harnessing the power of passive RE investing. Be mindfully rich, embrace your true potential, and rise above challenges through the insights you learn from this episode!


Key takeaways to listen for

  • The power of “I am” statements and stepping outside your comfort zone
  • Why authenticity and a mindset coach are essential to reach success
  • Reasons entrepreneurs should move from success to significance
  • How does a great morning routine influence your daily goals?
  • Simple ways to engage with others and give back to the community


Resources mentioned in this episode


About Ben Kjar

Ben was born with Crouzon's syndrome, and as a young boy, the doctors told him that he would live a different life, and that’s exactly what he’s done. He is Utah Valley University’s first-ever NCAA Division 1 Wrestling All-American and has represented the USA team internationally. He is also an international professional speaker and has told his story to millions around the globe in front of crowds of up to 10,000 people.

In the past six years, Ben has flipped nearly 200 properties and compiled a Rental portfolio of almost 100 multi-family rentals and three storage unit complexes. He and his wife, LaCol, are proud parents of 3 beautiful adopted kids who are 3 yrs old and under.


Connect with Ben 


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

]]> Inspirational speaker and real estate investor Ben Kjar joins us in today’s episode to chat about how you can embody significance and success while harnessing the power of passive RE investing. Be mindfully rich, embrace your true potential, and rise above challenges through the insights you learn from this episode!


Key takeaways to listen for

  • The power of “I am” statements and stepping outside your comfort zone
  • Why authenticity and a mindset coach are essential to reach success
  • Reasons entrepreneurs should move from success to significance
  • How does a great morning routine influence your daily goals?
  • Simple ways to engage with others and give back to the community


Resources mentioned in this episode


About Ben Kjar

Ben was born with Crouzon's syndrome, and as a young boy, the doctors told him that he would live a different life, and that’s exactly what he’s done. He is Utah Valley University’s first-ever NCAA Division 1 Wrestling All-American and has represented the USA team internationally. He is also an international professional speaker and has told his story to millions around the globe in front of crowds of up to 10,000 people.

In the past six years, Ben has flipped nearly 200 properties and compiled a Rental portfolio of almost 100 multi-family rentals and three storage unit complexes. He and his wife, LaCol, are proud parents of 3 beautiful adopted kids who are 3 yrs old and under.


Connect with Ben 


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

]]> Ben Kjar Buzzsprout-12367945 Thu, 30 Mar 2023 06:00:00 -0400 3703 real estate, real estate investing, passive investing, passive income, success driven, authenticity, entrepreneurship, investment goals, community full true Ep09: Invest, Earn, and Travel | Enjoying the Benefits of Real Estate with Frances Nuar Ep09: Invest, Earn, and Travel | Enjoying the Benefits of Real Estate with Frances Nuar Harness the rewards of real estate investing, protect your hard-earned savings, build wealth, and live beautifully in this episode with Frances Nuar. Tune in to hear her insights on syndications, private lending, and short-term rentals so you can make smart investment choices and exponentially grow your wealth.


Key takeaways to listen for

  • Benefits of teamwork in syndications and real estate investing
  • Short-term rentals: What they are, how they work, and possible opportunities
  • How real estate investors experience time and financial freedom
  • Ways to utilize private lending as an investment strategy 
  • Powerful tips to overcome challenges and bias against women in real estate


Resources mentioned in this episode


About Frances Nuar

Frances is the founder of Beautiful State Investments - a company focused on finding investment opportunities and forming partnerships that align with its values of growth and contribution. She has been investing in real estate since 2011 and has been investing in short-term rentals, flips, and private lending.


Connect with Frances


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

]]> Harness the rewards of real estate investing, protect your hard-earned savings, build wealth, and live beautifully in this episode with Frances Nuar. Tune in to hear her insights on syndications, private lending, and short-term rentals so you can make smart investment choices and exponentially grow your wealth.


Key takeaways to listen for

  • Benefits of teamwork in syndications and real estate investing
  • Short-term rentals: What they are, how they work, and possible opportunities
  • How real estate investors experience time and financial freedom
  • Ways to utilize private lending as an investment strategy 
  • Powerful tips to overcome challenges and bias against women in real estate


Resources mentioned in this episode


About Frances Nuar

Frances is the founder of Beautiful State Investments - a company focused on finding investment opportunities and forming partnerships that align with its values of growth and contribution. She has been investing in real estate since 2011 and has been investing in short-term rentals, flips, and private lending.


Connect with Frances


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

]]> Frances Nuar Buzzsprout-12367911 Tue, 28 Mar 2023 06:00:00 -0400 2124 real estate investing, real estate, real estate benefits, investment opportunity, building wealth, syndication, private lending, short term rental, investment decision, investment strategy full false Ep08: Knowledge and Networking | Building A Relationship-Based Business with Frank Patalano Ep08: Knowledge and Networking | Building A Relationship-Based Business with Frank Patalano Today’s episode brings you a little bit of everything a successful investor needs. From real estate strategies to networking and mindset tips, Frank Patalano offers valuable insights to help you achieve financial freedom. Your journey to getting out of the rat race starts here, so tune in!


Key takeaways to listen for

  • How mastering the Cashflow Quadrant influences your network and retirement
  • The impact of developing strong relationships on business success
  • Reasons you should take action when investing in real estate
  • Best advice aspiring investors need to know before buying a property
  • Advantages of attending your local real estate association meetups
  • Mindsets and strategies to help you identify good deals


Resources mentioned in this episode


About Frank Patalano

Frank started as a school teacher right out of college as his savings grew. And after giving up on stocks, he decided to try real estate. Starting with a house or two every year, he eventually chose to leap to be a full-time investor. He is now passively or actively involved in nine markets across the United States.

While mostly experienced in single-family and multifamily rentals. He also has experience in hard money lending, new construction, commercial rentals, and fixes and flips. Currently, his businesses focus on syndications, virtual assistants, and a boutique hotel.


Connect with Frank


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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Facebook: Monument Real Estate Capital
LinkedIn: Monument Real Estate Capital

]]> Today’s episode brings you a little bit of everything a successful investor needs. From real estate strategies to networking and mindset tips, Frank Patalano offers valuable insights to help you achieve financial freedom. Your journey to getting out of the rat race starts here, so tune in!


Key takeaways to listen for

  • How mastering the Cashflow Quadrant influences your network and retirement
  • The impact of developing strong relationships on business success
  • Reasons you should take action when investing in real estate
  • Best advice aspiring investors need to know before buying a property
  • Advantages of attending your local real estate association meetups
  • Mindsets and strategies to help you identify good deals


Resources mentioned in this episode


About Frank Patalano

Frank started as a school teacher right out of college as his savings grew. And after giving up on stocks, he decided to try real estate. Starting with a house or two every year, he eventually chose to leap to be a full-time investor. He is now passively or actively involved in nine markets across the United States.

While mostly experienced in single-family and multifamily rentals. He also has experience in hard money lending, new construction, commercial rentals, and fixes and flips. Currently, his businesses focus on syndications, virtual assistants, and a boutique hotel.


Connect with Frank


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

]]> Frank Patalano Buzzsprout-12367871 Thu, 23 Mar 2023 06:00:00 -0400 2918 real estate, real estate investing, real estate knowledge, networking, building relationships, business partnership, mindset, retirement, taking action, meetups, investment strategy full false Ep07: Refine Your Tax-Advantaged Retirement Roadmap with Sam Jones, CFP® Ep07: Refine Your Tax-Advantaged Retirement Roadmap with Sam Jones, CFP® Finances can be complex, and upgrading assistance in your wealth planning can greatly impact your future cash flow. So we’ve got Sam Jones, CFP®, to equip you with tax and investment plans according to your time horizon. Apply tax-advantaged tactics to your business by tuning in to today's episode!


Key takeaways to listen for

  • Ways to grow your finances using advanced tax planning 
  • The value of investing in yourself in wealth and legacy building
  • Why it pays to invest from an early age
  • Best investment strategies and systems for different age groups
  • Impactful ways to invest in yourself


Resources mentioned in this episode


About Sam Jones, CFP®

Sam is a Certified Financial Planner™ and has over seven years of experience in the financial services industry. He is a financial planner specializing in helping real estate investors save on taxes and get more out of their real estate investments.


Connect with Sam


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

]]> Finances can be complex, and upgrading assistance in your wealth planning can greatly impact your future cash flow. So we’ve got Sam Jones, CFP®, to equip you with tax and investment plans according to your time horizon. Apply tax-advantaged tactics to your business by tuning in to today's episode!


Key takeaways to listen for

  • Ways to grow your finances using advanced tax planning 
  • The value of investing in yourself in wealth and legacy building
  • Why it pays to invest from an early age
  • Best investment strategies and systems for different age groups
  • Impactful ways to invest in yourself


Resources mentioned in this episode


About Sam Jones, CFP®

Sam is a Certified Financial Planner™ and has over seven years of experience in the financial services industry. He is a financial planner specializing in helping real estate investors save on taxes and get more out of their real estate investments.


Connect with Sam


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

]]> Sam Jones, CFP® Buzzsprout-12367828 Tue, 21 Mar 2023 06:00:00 -0400 1496 real estate, real estate investing, tax advantages, retirement, wealth planning, cash flow, investment planning, legacy building, investment strategy, systems full false Ep06: Set Up Your Entities for Real Estate Asset Protection with Jeffrey Breglio Ep06: Set Up Your Entities for Real Estate Asset Protection with Jeffrey Breglio Do you want to know how a few dollars spent today will save you a fortune in the long run? Jeffrey Berglio reveals the answer in this episode as he offers competent legal advice to help you mitigate the risks of lawsuits, safeguard your properties, and run your business like an actual business!


Key takeaways to listen for

  • Alternative investments and RE business models: Which is right for you?
  • Property protection strategies and how you can utilize them
  • Why you should start with a simple asset protection structure
  • Importance of setting up an LLC early in your business
  • Do passive investors need their own LLC?
  • Helpful tips on how to build and manage legacy wealth


Resources mentioned in this episode


About Jeffrey Breglio

Jeffrey is an attorney, real estate investor, private lender and real estate educator living in Salt Lake City with over 25 years experience in the real estate industry. As an attorney, he has engaged in creating multimillion-dollar syndications, business formations as well as family and asset protection structures. He is also uniquely experienced in the use of retirement account self-direction in real estate investing. He is the owner of REI Title and escrow officer focusing on commercial closings.

Currently serving on the boards of two local real estate associations, he shares his extensive knowledge with other investors on a regular basis. Through his career, Jeffrey had been involved in over 4000 residential and commercial real estate transactions, seeing them from multiple perspectives. 


Connect with Jeffrey
Website: REIMasteryu

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

]]> Do you want to know how a few dollars spent today will save you a fortune in the long run? Jeffrey Berglio reveals the answer in this episode as he offers competent legal advice to help you mitigate the risks of lawsuits, safeguard your properties, and run your business like an actual business!


Key takeaways to listen for

  • Alternative investments and RE business models: Which is right for you?
  • Property protection strategies and how you can utilize them
  • Why you should start with a simple asset protection structure
  • Importance of setting up an LLC early in your business
  • Do passive investors need their own LLC?
  • Helpful tips on how to build and manage legacy wealth


Resources mentioned in this episode


About Jeffrey Breglio

Jeffrey is an attorney, real estate investor, private lender and real estate educator living in Salt Lake City with over 25 years experience in the real estate industry. As an attorney, he has engaged in creating multimillion-dollar syndications, business formations as well as family and asset protection structures. He is also uniquely experienced in the use of retirement account self-direction in real estate investing. He is the owner of REI Title and escrow officer focusing on commercial closings.

Currently serving on the boards of two local real estate associations, he shares his extensive knowledge with other investors on a regular basis. Through his career, Jeffrey had been involved in over 4000 residential and commercial real estate transactions, seeing them from multiple perspectives. 


Connect with Jeffrey
Website: REIMasteryu

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

]]> Jeffrey Breglio Buzzsprout-12367789 Thu, 16 Mar 2023 06:00:00 -0400 2902 real estate, real estate investing, asset protection, legal advice, real estate law, lawsuit, alternative investment, property protection, legacy wealth full false Ep05: The Link Between Money, Happiness, and Success for Entrepreneurs Ep05: The Link Between Money, Happiness, and Success for Entrepreneurs At what point can you consider yourself “wealthy enough?” Discover the answer to this question when you tune in to this episode. Be inspired to generate genuine happiness outside the concept of material wealth, live in the moment, and choose to be happy every single day!


Key takeaways to listen for

  • Eye-opening realizations about abundance and joy from The Good Life
  • Significance of making the most of your time with your family
  • The power of doing the right financial choices
  • Self-care tips every entrepreneur needs to know
  • How generosity and service to others generate fulfillment 
  • Where to focus your time and resources to create lifelong memories


Resources mentioned in this episode


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

]]> At what point can you consider yourself “wealthy enough?” Discover the answer to this question when you tune in to this episode. Be inspired to generate genuine happiness outside the concept of material wealth, live in the moment, and choose to be happy every single day!


Key takeaways to listen for

  • Eye-opening realizations about abundance and joy from The Good Life
  • Significance of making the most of your time with your family
  • The power of doing the right financial choices
  • Self-care tips every entrepreneur needs to know
  • How generosity and service to others generate fulfillment 
  • Where to focus your time and resources to create lifelong memories


Resources mentioned in this episode


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

]]> Ben Waller Buzzsprout-12367770 Tue, 14 Mar 2023 06:00:00 -0400 2529 money, happiness, success, entrepreneurship, entrepreneur, abundance mindset, family time, financial decisions, self care, generosity full false Ep04: Cutting Edge Debt Management Strategies for Building Wealth Ep04: Cutting Edge Debt Management Strategies for Building Wealth Did you know that not all debt is bad debt? There are tactical ways you can use debt to build long-term wealth, and we’ll share them with you in today’s episode. So don’t miss this chance to learn financial mindfulness, plus tactics to control and pay off your debts!


Key takeaways to listen for

  • Good debt and bad debt: Differences, how to identify them, and make the right decisions
  • Why you should have a financial reserve as an investor
  • How your relationships shape your financial obligations
  • Valuable tips to pay debt with lower interest rates
  • Powerful spending habits that can improve your financial situation
  • Most efficient debt repayment strategies


Resources mentioned in this episode


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

]]> Did you know that not all debt is bad debt? There are tactical ways you can use debt to build long-term wealth, and we’ll share them with you in today’s episode. So don’t miss this chance to learn financial mindfulness, plus tactics to control and pay off your debts!


Key takeaways to listen for

  • Good debt and bad debt: Differences, how to identify them, and make the right decisions
  • Why you should have a financial reserve as an investor
  • How your relationships shape your financial obligations
  • Valuable tips to pay debt with lower interest rates
  • Powerful spending habits that can improve your financial situation
  • Most efficient debt repayment strategies


Resources mentioned in this episode


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

]]> Ben Waller Buzzsprout-12367745 Thu, 09 Mar 2023 06:00:00 -0500 2068 real estate, real estate investing, debt management, building wealth, long term wealth, good debt, bad debt, financial reserves, business relationship, finances full false Ep03: The Best Way to Invest: Active or Passive? Ep03: The Best Way to Invest: Active or Passive? If you’re an aspiring investor who wants to know the most effective way to invest, then check out this episode! Find the balance between risk and reward, discover which investing style is best for you, and hear experience-based tips and techniques to help you make sound investment decisions today.


Key takeaways to listen for

  • Active vs. passive investing: What they are, different types, and their benefits and drawbacks
  • Which investment style can give you a higher rate of return?
  • Typical rates of return and risk factors for various asset classes
  • What the “Perfect Market Theory” is all about
  • Reasons rental properties aren’t a passive investment


Resources mentioned in this episode


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

]]> If you’re an aspiring investor who wants to know the most effective way to invest, then check out this episode! Find the balance between risk and reward, discover which investing style is best for you, and hear experience-based tips and techniques to help you make sound investment decisions today.


Key takeaways to listen for

  • Active vs. passive investing: What they are, different types, and their benefits and drawbacks
  • Which investment style can give you a higher rate of return?
  • Typical rates of return and risk factors for various asset classes
  • What the “Perfect Market Theory” is all about
  • Reasons rental properties aren’t a passive investment


Resources mentioned in this episode


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

]]> Ben Waller Buzzsprout-12367718 Tue, 07 Mar 2023 07:00:00 -0500 2715 real estate, real estate investing, passive investing, active investing, passive income, active income, investing risks, investment opportunity, investment decision full false Ep02: Setting Aside Gratification for a Better Wealth-Building Position Ep02: Setting Aside Gratification for a Better Wealth-Building Position Today's episode continues the conversation about achieving financial freedom by highlighting optimal ways to position yourself financially. Join us as we talk about cost-cutting and expense tracking, the value of practicality, and reasons to prioritize assets over comfort. Keep tuning in for more!


Key takeaways to listen for

  • Should you focus on investing for growth or income?
  • The passive income prowess of real estate investing
  • Mindset shifts and resolutions to achieve financial independence
  • How practicality and expense tracking can help you save money
  • Why you should buy assets before liabilities


Resources mentioned in this episode


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

]]> Today's episode continues the conversation about achieving financial freedom by highlighting optimal ways to position yourself financially. Join us as we talk about cost-cutting and expense tracking, the value of practicality, and reasons to prioritize assets over comfort. Keep tuning in for more!


Key takeaways to listen for

  • Should you focus on investing for growth or income?
  • The passive income prowess of real estate investing
  • Mindset shifts and resolutions to achieve financial independence
  • How practicality and expense tracking can help you save money
  • Why you should buy assets before liabilities


Resources mentioned in this episode


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

]]> Ben Waller Buzzsprout-12367684 Tue, 07 Mar 2023 06:00:00 -0500 2312 real estate, real estate investing, gratification, building wealth, financial stability, expense tracking, business growth, passive income, passive investing, mindset shift, real estate asset full false Ep01: Wealthy and Happy | Pursuing the Pillars of a Good Life Ep01: Wealthy and Happy | Pursuing the Pillars of a Good Life Get to know more about this show's hosts as we explore the abundant and joyful life real estate investing offers. We'll kick off this journey by taking lessons from the timeless book Rich Dad Poor Dad and how they still resonate with investors today. Tap into today's episode and indulge in this search for wealth and happiness! 


Key takeaways to listen for

  • Valuable lessons from the book “Rich Dad Poor Dad”
  • Assets vs. liabilities: How to know if you’re financially free
  • Is a personal residence an asset or a liability?
  • Challenges and realizations in the journey to get out of the rat race
  • The fulfillment of being financially prepared


Resources mentioned in this episode


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

]]> Get to know more about this show's hosts as we explore the abundant and joyful life real estate investing offers. We'll kick off this journey by taking lessons from the timeless book Rich Dad Poor Dad and how they still resonate with investors today. Tap into today's episode and indulge in this search for wealth and happiness! 


Key takeaways to listen for

  • Valuable lessons from the book “Rich Dad Poor Dad”
  • Assets vs. liabilities: How to know if you’re financially free
  • Is a personal residence an asset or a liability?
  • Challenges and realizations in the journey to get out of the rat race
  • The fulfillment of being financially prepared


Resources mentioned in this episode


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

]]> Ben Waller Buzzsprout-12367652 Tue, 07 Mar 2023 05:00:00 -0500 2137 real estate investing, real estate, investment opportunities, retirement, retire wealthy, abundance, happiness, building wealth, assets, liabilities, personal residence, life fulfillment full false Retire, Wealthy and Happy Retire, Wealthy and Happy 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! 

]]> 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! 

]]> Buzzsprout-12314541 Thu, 23 Feb 2023 15:00:00 -0500 356 retirement, retirewealthyandhappy, passiveincome trailer false